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CEPI vs DAPP

Shared holdings
12
CEPI covered by DAPP
41.78%
DAPP covered by CEPI
41.78%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 26 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

CEPI (April 30, 2026)

SecurityWeight
ADV MICRO DEVICE6.39%
MICRON TECHNOLOGY INC5.53%
APPLIED DIGITAL CORP5.46%
STRATEGY INC CL A5.40%
MARATHON DIGITAL HOLDINGS INC5.39%
IREN LTD5.13%
TAIWAN SEMIC MFG CO LTD SP ADR4.58%
NVIDIA CORP4.41%
VISA INC-CLASS A4.29%
COINBASE GLOBAL INC4.29%
TESLA INC4.14%
ROBINHOOD MARKETS INC4.14%
NU HOLDINGS LTD/CAYMAN ISLANDS4.01%
MASTERCARD INC CL A3.99%
CIPHER MINING INC3.88%
TERAWULF INC3.79%
PAYPAL HOLDINGS3.58%
RIOT PLATFORMS INC3.49%
CLEANSPARK INC3.18%
FIRST AM-TR OB-X3.13%
FISERV INC2.89%
INTERACTIVE BROKERS GROUP INC2.72%
BLOCK INC CL A2.36%
CORE SCIENTIFIC INC1.85%
RAMBUS INC1.30%
Bitdeer Technologies Group, Class A0.68%

DAPP (March 31, 2026)

SecurityWeight
State Street Navigator Securities Lending Government Money Market Portfolio8.77%
BLOCK INC CL A7.57%
COINBASE GLOBAL INC7.15%
CIRCLE INTERNET GROUP INC A6.01%
BITMINE IMMERSION TECHNOLOGIES INC5.73%
IREN LTD5.39%
APPLIED DIGITAL CORP4.65%
FIGURE TECHNOLOGY SOLUTIONS INC A4.53%
MARATHON DIGITAL HOLDINGS INC4.36%
TERAWULF INC4.33%
HUT 8 CORP4.20%
CIPHER MINING INC4.17%
CORE SCIENTIFIC INC4.14%
STRATEGY INC CL A4.13%
GALAXY DIGITAL INC A3.93%
RIOT PLATFORMS INC3.82%
METAPLANET INC3.77%
CLEANSPARK INC3.56%
BULLISH3.37%
Bitdeer Technologies Group, Class A2.86%
OSL GROUP LTD2.69%
BIT DIGITAL INC0.88%

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