Index Performance
-2.34%
Tiger Global Davidson
+1.80%
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 January 28, 2026
CSV download
| Meta Platforms, Inc. (META) | 16.61% | $1.70T | 26.25% | 82.03% | 10.00 |
| Microsoft Corp. (MSFT) | 13.53% | $3.57T | 18.43% | 69.05% | 13.22 |
| Apollo Global Management, Inc. (APO) | 7.59% | $76.45B | 26.30% | 66.85% | 3.24 |
| Alphabet, Inc. (GOOGL) | 7.33% | $4.04T | 16.21% | 59.66% | 7.55 |
| Lam Research Corp. (LRCX) | 5.79% | $299.51B | 27.74% | 50.43% | 8.20 |
| Take-Two Interactive Software, Inc. (TTWO) | 5.68% | $45.37B | 31.09% | 52.55% | 7.89 |
| Amazon.com, Inc. (AMZN) | 5.61% | $2.62T | 13.40% | 50.79% | 3.52 |
| Eli Lilly & Co. (LLY) | 4.50% | $982.74B | 53.87% | 82.91% | 12.09 |
| NVIDIA Corp. (NVDA) | 4.18% | $4.58T | 62.49% | 73.41% | 24.10 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 3.48% | $1.47T | 35.64% | 59.89% | 12.36 |
| Sea Ltd. (Singapore) (SE) | 2.82% | $75.25B | 38.30% | 43.42% | 4.67 |
| Workday, Inc. (WDAY) | 2.67% | $49.60B | 12.82% | 75.67% | 6.67 |
| Corpay, Inc. (CPAY) | 2.31% | $22.24B | 13.92% | 73.21% | 5.50 |
| Nu Holdings Ltd. (NU) | 1.74% | $88.87B | 44.99% | N/A | 8.05 |
| ServiceNow, Inc. (NOW) | 1.69% | $136.86B | 21.81% | 77.28% | 14.98 |
| Broadcom Inc. (AVGO) | 1.69% | $1.58T | 23.87% | 64.71% | 28.86 |
| CrowdStrike Holdings, Inc. (CRWD) | 1.51% | $120.17B | 22.18% | 74.96% | 29.03 |
| JD.com, Inc. (JD) | 1.44% | $42.23B | 15.02% | 16.79% | 0.27 |
| DoorDash, Inc. (DASH) | 1.31% | $89.37B | 27.35% | 46.14% | 9.11 |
| Uber Technologies, Inc. (UBER) | 1.16% | $168.80B | 20.37% | 32.93% | 4.29 |
| Elastic NV (ESTC) | 1.08% | $7.82B | 15.91% | 75.91% | 5.41 |
| Grab Holdings Ltd. (Singapore) (GRAB) | 1.01% | $19.17B | 21.93% | 43.76% | 6.33 |
| Datadog, Inc. (DDOG) | 0.90% | $48.47B | 28.35% | 80.04% | 15.16 |
| DexCom, Inc. (DXCM) | 0.79% | $28.73B | 21.64% | 61.80% | 5.91 |
| ZoomInfo Technologies, Inc. (ZI) | 0.75% | $2.72B | 4.74% | 82.26% | 3.94 |
| Procore Technologies, Inc. (PCOR) | 0.66% | $9.82B | 14.52% | 78.52% | 8.11 |
| PDD Holdings, Inc. (PDD) | 0.61% | $148.83B | 9.14% | 56.74% | 2.22 |
| Oklo, Inc. (Old) (OKLO) | 0.40% | $14.74B | N/A | N/A | N/A |
| Atlassian Corp. (TEAM) | 0.39% | $35.22B | 20.61% | 83.96% | 7.41 |
| ATRenew Inc. (RERE) | 0.35% | $1.28B | 27.28% | 20.47% | 0.31 |
| Arm Holdings Plc (ARM) | 0.12% | $116.67B | 34.48% | 95.02% | 33.64 |
| Toast, Inc. (TOST) | 0.10% | $19.10B | 25.13% | 26.45% | 3.48 |
| StoneCo Ltd. (STNE) | 0.10% | $4.50B | -33.16% | -0.53% | 9.63 |
| Freshworks, Inc. (FRSH) | 0.08% | $3.27B | 15.30% | 83.69% | 3.20 |
| Maplebear, Inc. (CART) | 0.02% | $9.93B | 10.21% | 73.06% | 2.42 |
| Klaviyo, Inc. (KVYO) | <0.01% | $7.77B | 32.24% | 75.51% | 6.47 |
| Spotify Technology SA (SPOT) | <0.01% | $105.36B | 13.96% | 31.51% | 7.56 |
| Dingdong (Cayman) Ltd. (DDL) | <0.01% | $620.58M | 2.05% | 7.38% | 0.09 |
Market data by FactSet