Index Performance
+26.31%
LENNYCP
+7.27%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings26
What's inside?
Holdings
All holdings as of July 16, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 26.61% | $322.29B | 84.71% | 86.78% | 70.51 |
| CrowdStrike Holdings, Inc. (CRWD) | 8.47% | $207.48B | 25.57% | 75.30% | 21.83 |
| Cloudflare, Inc. (NET) | 7.54% | $96.76B | 33.54% | 71.21% | 30.97 |
| JFrog Ltd. (FROG) | 7.22% | $10.48B | 25.79% | 77.87% | 8.72 |
| Twilio, Inc. (TWLO) | 5.59% | $31.37B | 20.00% | 48.12% | 3.50 |
| Datadog, Inc. (DDOG) | 5.19% | $93.38B | 32.15% | 79.18% | 10.78 |
| Samsara, Inc. (IOT) | 4.25% | $21.90B | 30.52% | 75.42% | 9.93 |
| Fastly, Inc. (FSLY) | 4.04% | $3.18B | 19.76% | 59.77% | 6.94 |
| Snowflake, Inc. (SNOW) | 3.60% | $93.59B | 33.48% | 65.51% | 9.33 |
| Okta, Inc. (OKTA) | 3.41% | $25.68B | 11.19% | 77.78% | 3.64 |
| Dynatrace, Inc. (DT) | 2.32% | $13.01B | 18.82% | 81.56% | 5.07 |
| MongoDB, Inc. (MDB) | 2.18% | $26.43B | 25.25% | 72.16% | 6.95 |
| Zoom Communications, Inc. (ZM) | 2.17% | $27.25B | 5.47% | 77.86% | 4.35 |
| Zscaler, Inc. (ZS) | 1.82% | $23.68B | 25.43% | 76.88% | 6.09 |
| SentinelOne, Inc. (S) | 1.76% | $6.73B | 20.80% | 71.82% | 3.91 |
| Elastic NV (ESTC) | 1.70% | $6.46B | 17.26% | 76.07% | 2.41 |
| Unity Software, Inc. (U) | 1.57% | $13.18B | 16.84% | 30.81% | 5.19 |
| UiPath, Inc. (PATH) | 1.50% | $6.23B | 17.32% | 81.13% | 2.52 |
| Amplitude, Inc. (AMPL) | 1.41% | $1.28B | 16.93% | 72.97% | 2.07 |
| Braze, Inc. (BRZE) | 1.33% | $2.95B | 30.20% | 64.78% | 2.71 |
| monday.com Ltd. (MNDY) | 1.26% | $3.39B | 24.45% | 89.15% | 1.80 |
| nCino, Inc. (NCNO) | 1.25% | $1.99B | 10.60% | 60.45% | 3.53 |
| GitLab, Inc. (GTLB) | 1.21% | $5.36B | 23.15% | 85.81% | 2.44 |
| PagerDuty, Inc. (PD) | 1.03% | $821.36M | 0.97% | 84.55% | 1.03 |
| Asana, Inc. (ASAN) | 0.81% | $1.76B | 9.52% | 87.61% | 1.64 |
| Five9, Inc. (FIVN) | 0.79% | $1.93B | 9.16% | 55.04% | 1.18 |
Market data by FactSet
