Index Performance
+29.07%
LENNYCP
+3.15%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings26
What's inside?
Holdings
All holdings as of August 20, 2026
CSV download
| Palantir Technologies, Inc. (PLTR) | 30.17% | $418.04B | 92.83% | 84.66% | 47.21 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.93% | $193.82B | 25.57% | 75.30% | 21.83 |
| Cloudflare, Inc. (NET) | 6.77% | $99.31B | 35.87% | 71.76% | 34.34 |
| JFrog Ltd. (FROG) | 6.57% | $11.06B | 28.73% | 77.56% | 17.10 |
| Twilio, Inc. (TWLO) | 5.21% | $33.77B | 22.03% | 48.07% | 5.63 |
| Datadog, Inc. (DDOG) | 4.03% | $83.50B | 35.64% | 78.56% | 23.42 |
| Fastly, Inc. (FSLY) | 3.95% | $3.62B | 23.27% | 60.69% | 4.30 |
| Samsara, Inc. (IOT) | 3.88% | $22.78B | 30.52% | 75.42% | 9.93 |
| Snowflake, Inc. (SNOW) | 3.75% | $111.36B | 33.48% | 65.51% | 9.33 |
| Okta, Inc. (OKTA) | 2.71% | $23.32B | 11.19% | 77.78% | 3.64 |
| MongoDB, Inc. (MDB) | 2.45% | $33.81B | 25.25% | 72.16% | 6.95 |
| Dynatrace, Inc. (DT) | 2.23% | $14.21B | 16.17% | 81.30% | 5.70 |
| Zoom Communications, Inc. (ZM) | 2.17% | $31.17B | 5.47% | 77.86% | 4.35 |
| Unity Software, Inc. (U) | 2.12% | $20.48B | 23.93% | 80.27% | 6.29 |
| Elastic NV (ESTC) | 2.06% | $8.93B | 17.26% | 76.07% | 2.41 |
| Zscaler, Inc. (ZS) | 1.90% | $28.29B | 25.43% | 76.88% | 6.09 |
| UiPath, Inc. (PATH) | 1.74% | $8.25B | 17.32% | 81.13% | 2.52 |
| Amplitude, Inc. (AMPL) | 1.66% | $1.62B | 21.16% | 68.20% | 2.29 |
| SentinelOne, Inc. (S) | 1.64% | $7.18B | 20.80% | 71.82% | 3.91 |
| GitLab, Inc. (GTLB) | 1.41% | $7.11B | 23.15% | 85.81% | 2.44 |
| Braze, Inc. (BRZE) | 1.36% | $3.46B | 30.20% | 64.78% | 2.71 |
| monday.com Ltd. (MNDY) | 1.27% | $3.86B | 21.94% | 88.30% | 1.74 |
| nCino, Inc. (NCNO) | 1.23% | $2.23B | 10.60% | 60.45% | 3.53 |
| PagerDuty, Inc. (PD) | 1.03% | $934.73M | 0.97% | 84.55% | 1.03 |
| Five9, Inc. (FIVN) | 0.89% | $2.41B | 10.30% | 52.56% | 1.64 |
| Asana, Inc. (ASAN) | 0.88% | $2.19B | 9.52% | 87.61% | 1.64 |
Market data by FactSet
