Index Performance
+3.10%
LENNYCP
+3.28%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings27
What's inside?
Holdings
All holdings as of December 15, 2025
CSV download
| Palantir Technologies, Inc. (PLTR) | 36.49% | $436.77B | 62.79% | 82.45% | 118.81 |
| JFrog Ltd. (FROG) | 5.44% | $7.83B | 25.54% | 77.07% | 9.77 |
| Cloudflare, Inc. (NET) | 5.42% | $68.90B | 30.68% | 73.97% | 36.96 |
| CrowdStrike Holdings, Inc. (CRWD) | 5.01% | $122.89B | 22.18% | 74.96% | 29.03 |
| Samsara, Inc. (IOT) | 4.44% | $22.89B | 29.19% | 76.69% | 15.02 |
| Twilio, Inc. (TWLO) | 3.56% | $20.31B | 14.71% | 47.73% | 2.98 |
| Snowflake, Inc. (SNOW) | 2.79% | $73.67B | 28.75% | 66.70% | 21.13 |
| Zscaler, Inc. (ZS) | 2.76% | $36.73B | 25.50% | 76.25% | 18.01 |
| Datadog, Inc. (DDOG) | 2.74% | $49.81B | 28.35% | 80.04% | 15.16 |
| MongoDB, Inc. (MDB) | 2.66% | $33.86B | 18.69% | 70.88% | 11.67 |
| monday.com Ltd. (MNDY) | 2.25% | $7.67B | 26.24% | 88.71% | 7.46 |
| Dynatrace, Inc. (DT) | 2.22% | $13.38B | 18.11% | 81.82% | 7.30 |
| Unity Software, Inc. (U) | 2.17% | $19.35B | 5.40% | 59.99% | 9.80 |
| Confluent, Inc. (CFLT) | 2.16% | $10.62B | 19.31% | 74.11% | 5.36 |
| Fastly, Inc. (FSLY) | 2.04% | $1.54B | 15.32% | 55.26% | 2.25 |
| Okta, Inc. (OKTA) | 1.96% | $15.63B | 11.58% | 77.09% | 5.03 |
| Zoom Communications, Inc. (ZM) | 1.94% | $25.62B | 4.44% | 77.90% | 3.89 |
| UiPath, Inc. (PATH) | 1.92% | $8.64B | 15.92% | 83.00% | 4.66 |
| Elastic NV (ESTC) | 1.92% | $7.77B | 15.91% | 75.91% | 5.41 |
| nCino, Inc. (NCNO) | 1.56% | $2.81B | 9.63% | 58.27% | 5.60 |
| Braze, Inc. (BRZE) | 1.55% | $3.72B | 25.51% | 67.18% | 4.02 |
| Amplitude, Inc. (AMPL) | 1.46% | $1.42B | 17.74% | 73.84% | 3.76 |
| Gitlab, Inc. (GTLB) | 1.35% | $6.50B | 24.64% | 86.81% | 7.73 |
| Asana, Inc. (ASAN) | 1.32% | $3.35B | 9.33% | 88.90% | 4.05 |
| SentinelOne, Inc. (S) | 1.25% | $5.04B | 22.91% | 73.79% | 5.54 |
| PagerDuty, Inc. (PD) | 1.08% | $1.16B | 4.71% | 85.50% | 2.86 |
| Five9, Inc. (FIVN) | 0.54% | $1.61B | 8.20% | 54.19% | 1.98 |
Market data by FactSet
