Index Performance
-7.87%
SHAYFRGR
+1.49%
TMLARGE
Overview
Description
15 growth tech stocks with founder-led management poised to dominate the rest of the decade as picked by Shay Boloor.
- TickerSHAYFRGR
- Inception Date06/19/2024
- WeightingEqual
- # of holdings15
What's inside?
Holdings
All holdings as of February 13, 2026
CSV download
| Confluent, Inc. (CFLT) | 7.74% | $10.93B | 21.08% | 74.26% | 8.09 |
| TransMedics Group, Inc. (TMDX) | 7.72% | $4.44B | 32.24% | 58.74% | 8.17 |
| NVIDIA Corp. (NVDA) | 7.67% | $4.44T | 62.49% | 73.41% | 24.10 |
| Cloudflare, Inc. (NET) | 7.60% | $68.51B | 29.85% | 74.43% | 31.41 |
| MercadoLibre, Inc. (MELI) | 7.55% | $100.80B | 39.48% | 43.31% | 4.52 |
| Meta Platforms, Inc. (META) | 7.38% | $1.62T | 22.17% | 82.00% | 8.47 |
| Rocket Lab USA, Inc. (RKLB) | 7.26% | $33.47B | 47.97% | 34.03% | 44.85 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.77% | $108.31B | 22.18% | 74.96% | 29.03 |
| Datadog, Inc. (DDOG) | 6.77% | $44.26B | 27.68% | 79.93% | 13.49 |
| Tesla, Inc. (TSLA) | 6.58% | $1.57T | -2.93% | 18.03% | 16.43 |
| Global-e Online Ltd. (GLBE) | 5.98% | $5.36B | 25.46% | 44.08% | 6.49 |
| Axon Enterprise, Inc. (AXON) | 5.49% | $33.91B | 30.57% | 60.14% | 21.86 |
| The Trade Desk, Inc. (TTD) | 5.26% | $12.48B | 17.74% | 78.07% | 8.28 |
| Palantir Technologies, Inc. (PLTR) | 5.16% | $313.21B | 56.18% | 82.37% | 100.35 |
| Coinbase Global, Inc. (COIN) | 5.09% | $43.39B | 9.40% | 78.60% | 8.47 |
Market data by FactSet