Companies included in HFGO
This is HFGO'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 1–46 of 46.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| NVDA | NVIDIA Corp | 134,471 | NS | 14.807023% |
| GOOG | Alphabet Inc | 40,520 | NS | 8.602969% |
| AAPL | Apple Inc | 52,089 | NS | 7.798655% |
| AMZN | Amazon.com Inc | 52,994 | NS | 7.750233% |
| AVGO | Broadcom Inc | 33,368 | NS | 7.685245% |
| MSFT | Microsoft Corp | 24,873 | NS | 5.596261% |
| META | Meta Platforms Inc | 12,448 | NS | 4.202725% |
| LLY | Eli Lilly & Co | 7,105 | NS | 3.663817% |
| NFLX | Netflix Inc | 68,854 | NS | 3.556275% |
| PLTR | Palantir Technologies Inc | 30,376 | NS | 2.331486% |
| ARM | ARM Holdings PLC | 19,915 | NS | 2.311026% |
| TSLA | Tesla Inc | 10,848 | NS | 2.28421% |
| ECHO | EchoStar Corp | 29,317 | NS | 1.991877% |
| ANET | Arista Networks Inc | 18,693 | NS | 1.781313% |
| Corning Inc | Corning Inc | 18,172 | NS | 1.646742% |
| NTRA | Natera Inc | 13,843 | NS | 1.57463% |
| FLEX | Flex Ltd | 29,188 | NS | 1.47437% |
| CLS | Celestica Inc | 6,372 | NS | 1.440022% |
| ABNB | Airbnb Inc | 17,860 | NS | 1.383148% |
| VRT | Vertiv Holdings Co | 7,553 | NS | 1.368943% |
| Spotify Technology SA | Spotify Technology SA | 4,481 | NS | 1.10405% |
| SHOP | Shopify Inc | 14,736 | NS | 0.984862% |
| KKR & Co Inc | KKR & Co Inc | 17,008 | NS | 0.979147% |
| NET | Cloudflare Inc | 8,179 | NS | 0.924984% |
| VRTX | Vertex Pharmaceuticals Inc | 3,326 | NS | 0.784297% |
| TW | Tradeweb Markets Inc | 12,090 | NS | 0.755455% |
| SNDK | Sandisk Corp/DE | 1,237 | NS | 0.748387% |
| AXON | Axon Enterprise Inc | 3,286 | NS | 0.728414% |
| Liberty Media Corp-Liberty Formula One | Liberty Media Corp-Liberty Formula One | 13,535 | NS | 0.641871% |
| CCJ | Cameco Corp | 8,821 | NS | 0.598836% |
| HD | Home Depot Inc/The | 3,234 | NS | 0.586699% |
| MU | Micron Technology Inc | 1,980 | NS | 0.564981% |
| ONON | On Holding AG | 27,929 | NS | 0.548746% |
| EVR | Evercore Inc | 2,927 | NS | 0.518876% |
| KTOS | Kratos Defense & Security Solutions Inc | 14,798 | NS | 0.514792% |
| MNST | Monster Beverage Corp | 11,992 | NS | 0.509942% |
| IOT | Samsara Inc | 31,016 | NS | 0.491832% |
| ISRG | Intuitive Surgical Inc | 1,789 | NS | 0.4517% |
| CRS | Carpenter Technology Corp | 1,850 | NS | 0.437081% |
| DDOG | Datadog Inc | 5,591 | NS | 0.407786% |
| Fixed Income Clearing Corp. | Fixed Income Clearing Corp. | 715,995 | PA | 0.395052% |
| RDDT | Reddit Inc | 4,614 | NS | 0.374816% |
| APP | AppLovin Corp | 1,408 | NS | 0.346754% |
| ILMN | Illumina Inc | 4,205 | NS | 0.294052% |
| INTU | Intuit Inc | 1,316 | NS | 0.282092% |
| TRMB | Trimble Inc | 6,364 | NS | 0.236384% |
SEC N-PORT snapshot as of .