Index Performance
+7.12%
Tiger Global Davidson
+5.00%
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 August 6, 2026
CSV download
| Meta Platforms, Inc. (META) | 14.12% | $1.50T | 27.96% | 81.37% | 6.43 |
| Microsoft Corp. (MSFT) | 13.57% | $3.71T | 17.79% | 67.94% | 8.53 |
| Alphabet, Inc. (GOOGL) | 7.52% | $4.37T | 23.98% | 61.62% | 9.62 |
| Lam Research Corp. (LRCX) | 7.12% | $382.39B | 26.02% | 50.47% | 20.50 |
| Apollo Global Management, Inc. (APO) | 7.10% | $75.66B | -13.40% | 29.87% | 2.45 |
| Amazon.com, Inc. (AMZN) | 6.05% | $2.94T | 19.62% | 52.26% | 3.50 |
| Take-Two Interactive Software, Inc. (TTWO) | 5.23% | $43.47B | 18.16% | 54.17% | 5.60 |
| Eli Lilly & Co. (LLY) | 5.06% | $1.12T | 47.67% | 85.78% | 14.03 |
| NVIDIA Corp. (NVDA) | 4.60% | $5.30T | 85.23% | 74.93% | 19.77 |
| Taiwan Semiconductor Manufacturing Co., Ltd. (TSM) | 4.10% | $1.90T | 32.92% | 67.72% | 16.79 |
| Corpay, Inc. (CPAY) | 2.79% | $26.03B | 21.49% | 70.61% | 4.57 |
| CrowdStrike Holdings, Inc. (CRWD) | 2.57% | $211.18B | 25.57% | 75.30% | 21.83 |
| Sea Ltd. (Singapore) (SE) | 2.38% | $67.99B | 46.61% | 44.32% | 1.73 |
| Workday, Inc. (WDAY) | 2.32% | $42.05B | 14.29% | 76.32% | 3.10 |
| Broadcom Inc. (AVGO) | 2.05% | $2.00T | 47.87% | 67.24% | 27.82 |
| JD.com, Inc. (JD) | 1.61% | $44.50B | 10.19% | 16.71% | 0.19 |
| ServiceNow, Inc. (NOW) | 1.47% | $121.34B | 24.01% | 70.68% | 7.23 |
| Datadog, Inc. (DDOG) | 1.41% | $81.62B | 35.64% | 78.56% | N/A |
| DoorDash, Inc. (DASH) | 1.31% | $92.42B | 35.63% | 46.07% | 4.95 |
| Nu Holdings Ltd. (NU) | 1.26% | $68.21B | 56.14% | N/A | 6.23 |
| Elastic NV (ESTC) | 0.99% | $7.27B | 17.26% | 76.07% | 2.41 |
| Uber Technologies, Inc. (UBER) | 0.98% | $143.94B | 12.17% | 37.93% | 2.86 |
| DexCom, Inc. (DXCM) | 0.86% | $31.33B | 13.08% | 63.44% | 5.18 |
| Grab Holdings Ltd. (Singapore) (GRAB) | 0.78% | $14.97B | 21.73% | 43.63% | 3.19 |
| Procore Technologies, Inc. (PCOR) | 0.57% | $8.47B | 15.83% | 79.59% | 3.93 |
| PDD Holdings, Inc. (PDD) | 0.52% | $129.32B | 16.69% | 55.86% | 1.25 |
| ZoomInfo Technologies, Inc. (ZI) | 0.34% | $1.21B | 1.21% | 82.18% | 1.76 |
| Atlassian Corp. (TEAM) | 0.31% | $27.96B | 31.71% | 86.10% | 2.89 |
| Arm Holdings Plc (ARM) | 0.31% | $306.17B | 22.41% | 93.48% | 73.47 |
| ATRenew Inc. (RERE) | 0.25% | $968.03M | 39.12% | 21.79% | 0.32 |
| Oklo, Inc. (Old) (OKLO) | 0.17% | $7.34B | N/A | N/A | N/A |
| Toast, Inc. (TOST) | 0.10% | $20.17B | 23.10% | 27.04% | 2.16 |
| Freshworks, Inc. (FRSH) | 0.08% | $3.02B | 15.98% | 83.71% | 2.36 |
| StoneCo Ltd. (STNE) | 0.08% | $2.69B | -30.72% | -39.89% | 7.85 |
| Maplebear, Inc. (CART) | 0.02% | $10.58B | 13.60% | 71.84% | 2.31 |
| Klaviyo, Inc. (KVYO) | <0.01% | $5.01B | 26.43% | 72.62% | 2.71 |
| Spotify Technology SA (SPOT) | <0.01% | $97.81B | 16.87% | 33.33% | 4.06 |
| Dingdong (Cayman) Ltd. (DDL) | <0.01% | $489.79M | -97.33% | -22.28% | 0.20 |
Market data by FactSet
