Companies included in DRUP
This is DRUP's own dated portfolio constitution. Share counts are the calculation basis for constituent revenue and earnings analytics; rounded weights are reference values only. This page shows positions 1–50 of 50.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| MSFT | Microsoft Corp | 11,811 | NS | 9.97874% |
| GOOG | Alphabet Inc | 12,396 | NS | 8.135755% |
| META | Meta Platforms Inc | 5,063 | NS | 6.611355% |
| LLY | Eli Lilly & Co | 2,582 | NS | 5.4203% |
| PLTR | Palantir Technologies Inc | 12,420 | NS | 4.146621% |
| CRM | Salesforce Inc | 6,850 | NS | 2.918454% |
| PANW | Palo Alto Networks Inc | 7,733 | NS | 2.82959% |
| ISRG | Intuitive Surgical Inc | 2,626 | NS | 2.762956% |
| NOW | Servicenow Inc | 9,957 | NS | 2.375967% |
| CRWD | Crowdstrike Holdings Inc | 2,659 | NS | 2.369338% |
| SYK | Stryker Corp | 3,153 | NS | 2.364646% |
| ADBE | Adobe Inc | 3,978 | NS | 2.206997% |
| VRTX | Vertex Pharmaceuticals Inc | 2,058 | NS | 2.097459% |
| SNPS | Synopsys Inc | 2,216 | NS | 2.005298% |
| CDNS | Cadence Design Systems Inc | 3,109 | NS | 1.971742% |
| BSX | Boston Scientific Corp | 13,599 | NS | 1.947639% |
| NET | Cloudflare Inc | 4,077 | NS | 1.920047% |
| MSI | Motorola Solutions Inc | 1,867 | NS | 1.849234% |
| FTNT | Fortinet Inc | 9,094 | NS | 1.696177% |
| ADSK | Autodesk Inc | 3,073 | NS | 1.679092% |
| SNOW | Snowflake Inc | 4,865 | NS | 1.674671% |
| EW | Edwards Lifesciences Corp | 8,547 | NS | 1.56216% |
| DDOG | Datadog Inc | 5,515 | NS | 1.485933% |
| INSM | Insmed Inc | 3,894 | NS | 1.453298% |
| GRMN | Garmin Ltd | 2,652 | NS | 1.404326% |
| ALNY | Alnylam Pharmaceuticals Inc | 1,755 | NS | 1.325325% |
| EXPE | Expedia Group Inc | 2,487 | NS | 1.310596% |
| VEEV | Veeva Systems Inc | 3,217 | NS | 1.289768% |
| Resmed Inc | Resmed Inc | 2,496 | NS | 1.278822% |
| WDAY | Workday Inc | 4,282 | NS | 1.269727% |
| AXON | Axon Enterprise Inc | 1,265 | NS | 1.226169% |
| Verisign Inc | Verisign Inc | 2,051 | NS | 1.162613% |
| TWLO | Twilio Inc | 3,710 | NS | 1.065397% |
| FICO | Fair Isaac Corp | 432 | NS | 1.052581% |
| INCY | Incyte Corp | 4,867 | NS | 1.045517% |
| RDDT | Reddit Inc | 3,396 | NS | 1.043667% |
| ZS | Zscaler Inc | 3,096 | NS | 0.991324% |
| MDB | Mongodb Inc | 1,749 | NS | 0.977093% |
| P | Everpure Inc | 7,045 | NS | 0.949326% |
| OKTA | Okta Inc | 5,171 | NS | 0.92895% |
| PTC | Ptc Inc | 2,726 | NS | 0.886539% |
| AFRM | Affirm Holdings Inc | 8,442 | NS | 0.882853% |
| PINS | Pinterest Inc | 20,681 | NS | 0.865683% |
| DT | Dynatrace Inc | 10,046 | NS | 0.847906% |
| HUBS | Hubspot Inc | 1,510 | NS | 0.841264% |
| DOCU | Docusign Inc | 7,455 | NS | 0.806688% |
| TTD | Trade Desk Inc/the | 14,634 | NS | 0.757854% |
| Gen Digital Inc | Gen Digital Inc | 17,323 | NS | 0.744494% |
| NTNX | Nutanix Inc | 8,561 | NS | 0.742694% |
| BSY | Bentley Systems Inc | 8,435 | NS | 0.676126% |
SEC N-PORT snapshot as of .