THEMATIC

Shay Founder Growth

SHAYFRGR

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Index Performance

+8.86%
SHAYFRGR
+9.89%
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 November 10, 2025
CSV download
Datadog, Inc. (DDOG)9.33%$70.08B28.35%80.04%15.16
Confluent, Inc. (CFLT)7.61%$8.23B19.31%74.11%5.36
NVIDIA Corp. (NVDA)7.31%$4.84T55.60%72.42%25.48
CrowdStrike Holdings, Inc. (CRWD)7.20%$139.92B21.28%73.46%25.22
Rocket Lab USA, Inc. (RKLB)7.04%$25.75B47.97%34.03%N/A
Cloudflare, Inc. (NET)6.91%$84.25B30.68%73.97%36.96
Palantir Technologies, Inc. (PLTR)6.89%$461.46B62.79%82.45%118.81
Tesla, Inc. (TSLA)6.78%$1.48T11.57%17.99%16.11
TransMedics Group, Inc. (TMDX)6.49%$4.18B32.24%58.74%8.17
Global-e Online Ltd. (GLBE)6.41%$6.17B27.90%44.16%6.17
The Trade Desk, Inc. (TTD)6.31%$20.92B17.74%78.07%8.28
Coinbase Global, Inc. (COIN)6.02%$85.73B21.84%79.35%10.61
MercadoLibre, Inc. (MELI)5.53%$106.06B39.48%43.31%4.52
Meta Platforms, Inc. (META)5.27%$1.59T26.25%82.03%10.00
Axon Enterprise, Inc. (AXON)4.90%$46.14B30.57%60.14%21.86
Market data by FactSet

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