Companies included in LOUP
This is LOUP'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 1–32 of 32.
| Ticker | Issuer | Shares owned | Unit | Reported weight |
|---|---|---|---|---|
| Mount Vernon Liquid Assets Portfolio, LLC | Mount Vernon Liquid Assets Portfolio, LLC | 14,576,873 | NS | 8.256885% |
| CRDO | Credo Technology Group Holding | 72,545 | NS | 7.150453% |
| STRL | Sterling Infrastructure Inc | 18,885 | NS | 5.515674% |
| BESI | BE Semiconductor Industries NV | 33,119 | NS | 5.44274% |
| RDDT | Reddit Inc | 55,139 | NS | 4.598403% |
| NU | NU Holdings Ltd/Cayman Islands | 551,008 | NS | 4.519375% |
| MRVL | Marvell Technology Inc | 41,915 | NS | 3.921028% |
| VRT | Vertiv Holdings Co | 17,069 | NS | 3.176012% |
| APP | AppLovin Corp | 12,262 | NS | 3.100193% |
| RMBS | Rambus Inc | 47,296 | NS | 3.083822% |
| DDOG | Datadog Inc | 41,177 | NS | 3.083225% |
| COHR | Coherent Corp | 17,023 | NS | 3.082792% |
| ENR | Siemens Energy AG | 24,872 | NS | 2.985879% |
| ADYYF | Adyen NV | 4,684 | NS | 2.984701% |
| TEAM | Atlassian Corp | 75,403 | NS | 2.929553% |
| CCJ | Cameco Corp | 41,390 | NS | 2.884653% |
| TTWO | Take-Two Interactive Software | 23,734 | NS | 2.873752% |
| FOUR | Shift4 Payments Inc | 113,810 | NS | 2.854565% |
| LRCX | Lam Research Corp | 19,462 | NS | 2.84265% |
| AVAV | AeroVironment Inc | 25,662 | NS | 2.834794% |
| UBER | Uber Technologies Inc | 66,277 | NS | 2.800991% |
| RBRK | Rubrik Inc | 92,913 | NS | 2.798831% |
| AXON | Axon Enterprise Inc | 12,252 | NS | 2.78821% |
| GLBE | Global-e Online Ltd | 156,004 | NS | 2.772057% |
| ASML | ASML Holding NV | 3,392 | NS | 2.75652% |
| VST | Vistra Corp | 30,773 | NS | 2.751305% |
| MELI | MercadoLibre Inc | 2,701 | NS | 2.742629% |
| SHOP | Shopify Inc | 39,943 | NS | 2.740591% |
| ISRG | Intuitive Surgical Inc | 10,377 | NS | 2.689795% |
| MRCY | Mercury Systems Inc | 59,364 | NS | 2.653427% |
| SNOW | Snowflake Inc | 31,984 | NS | 2.472418% |
| US BANK MMDA - USBGFS 9 | US BANK MMDA - USBGFS 9 | 317,150.32 | NS | 0.179646% |
SEC N-PORT snapshot as of .