THEMATIC

Shay Founder Growth

SHAYFRGR

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Index Performance

+6.29%
SHAYFRGR
+13.26%
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 holdings14
What's inside?

Holdings

All holdings as of June 18, 2026
CSV download
Datadog, Inc. (DDOG)11.59%$78.80B32.15%79.18%10.78
CrowdStrike Holdings, Inc. (CRWD)10.89%$171.94B25.57%75.30%21.83
Rocket Lab USA, Inc. (RKLB)10.37%$54.77B63.46%35.35%55.38
NVIDIA Corp. (NVDA)7.93%$5.05T85.23%74.93%19.77
Tesla, Inc. (TSLA)7.08%$1.52T15.78%21.08%13.15
Cloudflare, Inc. (NET)6.76%$77.55B33.54%71.21%30.97
Global-e Online Ltd. (GLBE)6.60%$5.34B32.76%44.62%4.72
MercadoLibre, Inc. (MELI)6.50%$80.58B49.03%43.66%2.75
Meta Platforms, Inc. (META)6.33%$1.43T33.08%81.85%6.85
Axon Enterprise, Inc. (AXON)5.55%$33.05B33.75%59.12%12.10
Palantir Technologies, Inc. (PLTR)5.54%$286.48B84.71%86.78%70.51
Coinbase Global, Inc. (COIN)5.37%$43.43B-27.47%72.11%6.56
The Trade Desk, Inc. (TTD)4.99%$8.47B11.82%73.58%3.31
TransMedics Group, Inc. (TMDX)4.50%$2.61B21.18%57.07%6.29
Market data by FactSet

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