Index Performance
+5.82%
LENNYCP
+3.99%
SPY
Overview
Description
Taken From Lenny
- TickerLENNYCP
- Inception Date08/18/2022
- WeightingEqual
- # of holdings27
What's inside?
Holdings
All holdings as of December 12, 2025
CSV download
| Palantir Technologies, Inc. (PLTR) | 35.93% | $437.53B | 62.79% | 82.45% | 118.81 |
| JFrog Ltd. (FROG) | 5.58% | $8.16B | 25.54% | 77.07% | 9.77 |
| Cloudflare, Inc. (NET) | 5.48% | $70.91B | 30.68% | 73.97% | 36.96 |
| CrowdStrike Holdings, Inc. (CRWD) | 5.10% | $127.25B | 22.18% | 74.96% | 29.03 |
| Samsara, Inc. (IOT) | 4.55% | $23.88B | 29.19% | 76.69% | 15.02 |
| Twilio, Inc. (TWLO) | 3.47% | $20.15B | 14.71% | 47.73% | 2.98 |
| Zscaler, Inc. (ZS) | 2.78% | $37.68B | 25.50% | 76.25% | 18.01 |
| Snowflake, Inc. (SNOW) | 2.77% | $74.58B | 28.75% | 66.70% | 21.13 |
| Datadog, Inc. (DDOG) | 2.77% | $51.20B | 28.35% | 80.04% | 15.16 |
| MongoDB, Inc. (MDB) | 2.63% | $34.10B | 18.69% | 70.88% | 11.67 |
| monday.com Ltd. (MNDY) | 2.30% | $7.97B | 26.24% | 88.71% | 7.46 |
| Dynatrace, Inc. (DT) | 2.26% | $13.88B | 18.11% | 81.82% | 7.30 |
| Unity Software, Inc. (U) | 2.18% | $19.75B | 5.40% | 59.99% | 9.80 |
| Confluent, Inc. (CFLT) | 2.12% | $10.61B | 19.31% | 74.11% | 5.36 |
| UiPath, Inc. (PATH) | 2.04% | $9.32B | 15.92% | 83.00% | 4.66 |
| Zoom Communications, Inc. (ZM) | 1.97% | $26.51B | 4.44% | 77.90% | 3.89 |
| Okta, Inc. (OKTA) | 1.97% | $15.98B | 11.58% | 77.09% | 5.03 |
| Fastly, Inc. (FSLY) | 1.95% | $1.51B | 15.32% | 55.26% | 2.25 |
| Elastic NV (ESTC) | 1.95% | $8.04B | 15.91% | 75.91% | 5.41 |
| nCino, Inc. (NCNO) | 1.60% | $2.92B | 9.63% | 58.27% | 5.60 |
| Braze, Inc. (BRZE) | 1.52% | $3.72B | 25.51% | 67.18% | 4.02 |
| Amplitude, Inc. (AMPL) | 1.50% | $1.49B | 17.74% | 73.84% | 3.76 |
| Gitlab, Inc. (GTLB) | 1.35% | $6.65B | 24.64% | 86.81% | 7.73 |
| Asana, Inc. (ASAN) | 1.32% | $3.40B | 9.33% | 88.90% | 4.05 |
| SentinelOne, Inc. (S) | 1.25% | $5.13B | 22.91% | 73.79% | 5.54 |
| PagerDuty, Inc. (PD) | 1.09% | $1.19B | 4.71% | 85.50% | 2.86 |
| Five9, Inc. (FIVN) | 0.55% | $1.65B | 8.20% | 54.19% | 1.98 |
Market data by FactSet
