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FDND vs Internet Fund

Shared holdings
31
FDND covered by B
56.13%
B covered by FDND
56.13%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

FDND (April 30, 2026)

SecurityWeight
AMAZON.COM INC11.65%
META PLATFORMS INC CL A8.73%
NETFLIX INC7.81%
CISCO SYSTEMS INC7.15%
ALPHABET INC CL A6.46%
ALPHABET INC CL C5.15%
ARISTA NETWORKS INC4.71%
THE BOOKING HOLDINGS INC4.10%
SALESFORCE INC3.83%
CIENA CORP3.50%
CLOUDFLARE INC-A3.06%
DOORDASH INC-A2.97%
AIRBNB INC CLASS A2.80%
CARVANA CO CL A2.64%
EBAY INC2.20%
SNOWFLAKE INC CL A2.20%
PAYPAL HOLDINGS2.18%
DATADOG INC CL A2.05%
ROBLOX CORP - A1.72%
COPART INC1.39%
COREWEAVE INC1.27%
WORKDAY INC CL A1.23%
ZOOM VIDEO COMMUNICATIONS INC CL A1.22%
VEEVA SYSTEMS-A1.11%
VERISIGN INC1.05%
FLUTTER ENTERTAINMENT PLC0.89%
F5 INC0.86%
AKAMAI TECHNOLOGIES INC0.70%
OKTA INC CL A0.59%
GODADDY INC CL A0.55%
HUBSPOT INC0.55%
ATLASSIAN CORP PLC CLS A0.55%
DRAFTKINGS INC0.54%
NUTANIX INC CL A0.52%
SAMSARA INC-CL A0.49%
DOCUSIGN INC0.43%
PAYCOM SOFTWARE INC0.29%
MARATHON DIGITAL HOLDINGS INC0.21%
DUOLINGO INC0.21%
DROPBOX INC CL A0.20%
BOX INC- CLASS A0.16%
DREY-GVT CSH-I0.06%

Internet Fund (March 31, 2026)

SecurityWeight
ALPHABET INC CL A7.87%
AMAZON.COM INC6.15%
META PLATFORMS INC CL A4.98%
NETFLIX INC4.27%
CISCO SYSTEMS INC3.50%
SALESFORCE INC2.59%
UBER TECHNOLOGIES INC2.56%
THE BOOKING HOLDINGS INC2.40%
ARISTA NETWORKS INC2.30%
ADOBE INC2.00%
CLOUDFLARE INC-A1.76%
AIRBNB INC CLASS A1.75%
MOTOROLA SOLUTIONS INC1.72%
ELECTRONIC ARTS INC1.70%
LUMENTUM HOLDINGS INC1.64%
SHOPIFY INC CL A1.62%
MERCADOLIBRE INC1.59%
CIENA CORP1.57%
DOORDASH INC-A1.56%
PAYPAL HOLDINGS1.38%
EBAY INC1.36%
SNOWFLAKE INC CL A1.35%
ROBLOX CORP - A1.34%
DATADOG INC CL A1.30%
COUPANG INC A1.24%
TAKE-TWO INTERACTV SOFTWR INC1.22%
WORKDAY INC CL A1.20%
COREWEAVE INC1.20%
EXPEDIA INC1.13%
VEEVA SYSTEMS-A1.08%
ALIBABA GROUP HOLDING LTD SPON ADR1.07%
ZOOM VIDEO COMMUNICATIONS INC CL A1.07%
REDDIT INC-A1.06%
SPOTIFY TECHNOLOGY SA1.06%
VERISIGN INC0.98%
TWILIO INC CLASS A0.91%
MONGODB INC CL A0.91%
AKAMAI TECHNOLOGIES INC0.89%
JD.COM INC SPON ADR0.88%
F5 INC0.87%
COSTAR GROUP INC0.85%
BAIDU INC SPON ADR0.82%
WIX.COM LTD0.82%
ROKU INC CLASS A0.80%
OKTA INC CL A0.79%
CHEWY INC- CL A0.74%
PINTEREST INC CL A0.74%
GODADDY INC CL A0.73%
TRIP.COM GROUP LTD ADR0.72%
Nokia Oyj ADR0.70%

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