Index Performance
+6.17%
Tiger Global Davidson
+3.81%
SPY
Overview
Description
This index was generated with help from Thematic Analyst.
- Inception Date06/03/2025
- WeightingCustom
- # of holdings38
What's inside?
Holdings
All holdings as of October 26, 2026
CSV download
| Meta Platforms, Inc. (META) | 15.36% | $1.61T | 26.07% | 79.31% | 7.84 |
| Microsoft Corp. (MSFT) | 14.73% | $3.96T | 17.79% | 67.94% | 8.53 |
| Alphabet, Inc. (GOOGL) | 6.77% | $3.86T | 23.98% | 61.62% | 9.62 |
| Apollo Global Management, Inc. (APO) | 6.48% | $67.54B | 62.66% | 64.53% | 2.20 |
| Lam Research Corp. (LRCX) | 5.63% | $296.68B | 54.38% | 52.30% | 15.01 |
| Amazon.com, Inc. (AMZN) | 5.63% | $2.69T | 19.62% | 52.26% | 3.50 |
| Eli Lilly & Co. (LLY) | 5.53% | $1.20T | 47.67% | 85.78% | 14.03 |
| Take-Two Interactive Software, Inc. (TTWO) | 4.65% | $38.02B | 2.00% | 57.22% | 7.13 |
| NVIDIA Corp. (NVDA) | 4.62% | $5.21T | 105.85% | 74.98% | 16.38 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.24% | $1.90T | 41.11% | 66.41% | 14.53 |
| CrowdStrike Holdings, Inc. (CRWD) | 3.30% | $268.10B | 25.83% | 74.58% | 36.16 |
| Workday, Inc. (WDAY) | 2.89% | $50.25B | 13.29% | 75.41% | 3.92 |
| Corpay, Inc. (CPAY) | 2.84% | $26.25B | 21.49% | 74.22% | 4.57 |
| ServiceNow, Inc. (NOW) | 2.02% | $163.56B | 24.01% | 70.68% | 7.23 |
| Datadog, Inc. (DDOG) | 1.76% | $100.63B | 35.64% | 78.56% | 23.42 |
| Broadcom Inc. (AVGO) | 1.64% | $1.57T | 85.50% | 67.46% | 21.75 |
| Sea Ltd. (Singapore) (SE) | 1.61% | $45.33B | 48.07% | 45.58% | 1.86 |
| Elastic NV (ESTC) | 1.52% | $11.26B | 15.13% | 74.50% | 3.34 |
| JD.com, Inc. (JD) | 1.26% | $34.54B | 3.21% | 17.04% | 0.14 |
| Nu Holdings Ltd. (NU) | 1.14% | $60.82B | 53.59% | N/A | 5.46 |
| DoorDash, Inc. (DASH) | 1.05% | $72.99B | 35.63% | 46.07% | 4.95 |
| Uber Technologies, Inc. (UBER) | 0.94% | $135.07B | 12.17% | 37.93% | 2.86 |
| DexCom, Inc. (DXCM) | 0.83% | $29.65B | 13.08% | 63.44% | 5.18 |
| Procore Technologies, Inc. (PCOR) | 0.65% | $9.54B | 15.83% | 79.59% | 3.93 |
| Atlassian Corp. (TEAM) | 0.64% | $56.27B | 26.02% | 85.30% | 3.08 |
| Grab Holdings Ltd. (Singapore) (GRAB) | 0.59% | $11.05B | 21.73% | 43.63% | 3.19 |
| PDD Holdings, Inc. (PDD) | 0.45% | $111.21B | 14.82% | 57.26% | 0.53 |
| ZoomInfo Technologies, Inc. (ZI) | 0.36% | $1.24B | 1.21% | 82.18% | 1.76 |
| Arm Holdings Plc (ARM) | 0.24% | $238.54B | 22.41% | 93.48% | 73.47 |
| ATRenew Inc. (RERE) | 0.23% | $864.86M | 40.71% | 21.02% | 0.22 |
| Oklo, Inc. (Old) (OKLO) | 0.11% | $4.80B | N/A | 12.56% | 5,580.51 |
| Freshworks, Inc. (FRSH) | 0.11% | $4.01B | 15.98% | 83.71% | 2.36 |
| Toast, Inc. (TOST) | 0.10% | $18.67B | 23.10% | 27.04% | 2.16 |
| StoneCo Ltd. (STNE) | 0.06% | $2.03B | -14.13% | -75.23% | 7.38 |
| Maplebear, Inc. (CART) | 0.03% | $14.09B | 14.11% | 71.43% | 2.77 |
| Klaviyo, Inc. (KVYO) | <0.01% | $5.90B | 26.43% | 72.62% | 2.71 |
| Spotify Technology SA (SPOT) | <0.01% | $117.84B | 14.51% | 32.88% | 4.16 |
| Dingdong (Cayman) Ltd. (DDL) | <0.01% | $432.94M | -98.70% | -35.38% | 0.10 |
Market data by FactSet
