Index Performance
+6.48%
SHAYFRGR
+8.05%
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 December 4, 2025
CSV download
| Confluent, Inc. (CFLT) | 7.94% | $8.17B | 19.31% | 74.11% | 5.36 |
| TransMedics Group, Inc. (TMDX) | 7.73% | $4.74B | 32.24% | 58.74% | 8.17 |
| Global-e Online Ltd. (GLBE) | 7.52% | $6.88B | 25.46% | 44.08% | 6.49 |
| Datadog, Inc. (DDOG) | 7.52% | $53.65B | 28.35% | 80.04% | 15.16 |
| Tesla, Inc. (TSLA) | 7.28% | $1.51T | 11.57% | 17.99% | 16.11 |
| NVIDIA Corp. (NVDA) | 7.08% | $4.46T | 62.49% | 73.41% | 24.10 |
| Rocket Lab USA, Inc. (RKLB) | 7.05% | $24.50B | 47.97% | 34.03% | 44.85 |
| CrowdStrike Holdings, Inc. (CRWD) | 6.96% | $129.36B | 22.18% | 74.96% | 29.03 |
| Palantir Technologies, Inc. (PLTR) | 6.65% | $424.06B | 62.79% | 82.45% | 118.81 |
| Cloudflare, Inc. (NET) | 6.16% | $71.51B | 30.68% | 73.97% | 36.96 |
| The Trade Desk, Inc. (TTD) | 6.04% | $19.03B | 17.74% | 78.07% | 8.28 |
| MercadoLibre, Inc. (MELI) | 5.95% | $108.47B | 39.48% | 43.31% | 4.52 |
| Meta Platforms, Inc. (META) | 5.80% | $1.67T | 26.25% | 82.03% | 10.00 |
| Coinbase Global, Inc. (COIN) | 5.46% | $73.90B | 21.84% | 79.35% | 10.61 |
| Axon Enterprise, Inc. (AXON) | 4.85% | $43.45B | 30.57% | 60.14% | 21.86 |
Market data by FactSet