LMGCX Holdings List

As of Dec 31, 2024

No.	Symbol	Name	% Weight	Shares
1	PLTR	Palantir Technologies Inc.	4.11%	278,100
2	RDDT	Reddit, Inc.	3.53%	110,394
3	APP	AppLovin Corporation	3.12%	49,275
4	CYBR	CyberArk Software Ltd.	3.00%	46,030
5	NTRA	Natera, Inc.	2.99%	96,721
6	SPOT	Spotify Technology S.A.	2.73%	31,179
7	TTD	The Trade Desk, Inc.	2.58%	112,133
8	AXON	Axon Enterprise, Inc.	2.43%	20,938
9	VRT	Vertiv Holdings Co	2.37%	106,462
10	ARES	Ares Management Corporation	2.11%	60,872
11	DASH	DoorDash, Inc.	2.06%	62,721
12	DECK	Deckers Outdoor Corporation	2.03%	51,012
13	EME	EMCOR Group, Inc.	2.02%	22,775
14	ALAB	Astera Labs, Inc.	1.94%	74,916
15	CVNA	Carvana Co.	1.88%	47,272
16	HUBS	HubSpot, Inc.	1.82%	13,389
17	RCL	Royal Caribbean Cruises Ltd.	1.82%	40,422
18	CAVA	CAVA Group, Inc.	1.81%	81,947
19	TOST	Toast, Inc.	1.81%	253,496
20	GKOS	Glaukos Corporation	1.77%	60,421
21	TW	Tradeweb Markets Inc.	1.75%	68,543
22	FIX	Comfort Systems USA, Inc.	1.72%	20,689
23	ARGX	argenx SE	1.64%	13,654
24	WIX	Wix.com Ltd.	1.64%	39,088
25	SE	Sea Limited	1.53%	73,550
26	ONON	On Holding AG	1.52%	142,311
27	FTAI	FTAI Aviation Ltd.	1.51%	53,551
28	FICO	Fair Isaac Corporation	1.48%	3,794
29	DDOG	Datadog, Inc.	1.42%	50,821
30	TYL	Tyler Technologies, Inc.	1.37%	12,176
31	GWRE	Guidewire Software, Inc.	1.37%	41,418
32	PWR	Quanta Services, Inc.	1.32%	21,395
33	INSM	Insmed Incorporated	1.22%	90,628
34	CART	Maplebear Inc.	1.20%	148,020
35	DUOL	Duolingo, Inc.	1.17%	18,376
36	ACLX	Arcellx, Inc.	1.14%	76,098
37	JEF	Jefferies Financial Group Inc.	1.14%	74,438
38	NET	Cloudflare, Inc.	1.13%	53,804
39	PODD	Insulet Corporation	1.11%	21,801
40	MELI	MercadoLibre, Inc.	1.11%	3,331
41	PSTG	Pure Storage, Inc.	1.10%	91,877
42	PSN	Parsons Corporation	1.09%	60,412
43	ANET	Arista Networks Inc	1.09%	50,292
44	AFRM	Affirm Holdings, Inc.	1.06%	89,002
45	HOOD	Robinhood Markets, Inc.	1.05%	144,105
46	FWONA	Formula One Group	1.05%	63,782
47	MMYT	MakeMyTrip Limited	1.03%	46,761
48	SAIA	Saia, Inc.	0.96%	10,771
49	CR	Crane Company	0.95%	32,094
50	HEI	HEICO Corporation	0.95%	20,350
51	BPMC	Blueprint Medicines Corporation	0.92%	53,932
52	KRYS	Krystal Biotech, Inc.	0.89%	28,985
53	EVR	Evercore Inc.	0.88%	16,259
54	PIPR	Piper Sandler Companies	0.86%	14,645
55	RVMD	Revolution Medicines, Inc.	0.86%	100,096
56	COIN	Coinbase Global, Inc.	0.84%	17,311
57	GLBE	Global-E Online Ltd.	0.80%	75,096
58	RJF	Raymond James Financial, Inc.	0.78%	25,734
59	DOCU	DocuSign, Inc.	0.77%	43,972
60	AGYS	Agilysys, Inc.	0.77%	29,908
61	IOT	Samsara Inc.	0.77%	89,792
62	FRPT	Freshpet, Inc.	0.74%	25,698
63	PRCT	PROCEPT BioRobotics Corporation	0.72%	46,028
64	ITCI	Intra-Cellular Therapies, Inc.	0.72%	44,255
65	LOAR	Loar Holdings Inc.	0.68%	46,811
66	TDG	TransDigm Group Incorporated	0.67%	2,723
67	MNDY	monday.com Ltd.	0.54%	11,787
68	FN	Fabrinet	0.53%	12,417
69	GTLB	GitLab Inc.	0.50%	45,662

As of Dec 31, 2024

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Asset Allocation

Asset Class	% Weight
Stocks	100.00%

Sector Breakdown

Sector	% Weight
Information Technology	36.31%
Health Care	23.63%
Consumer Discretionary	15.65%
Industrials	8.08%
Other	4.85%
Energy	3.58%
Communication Services	2.44%
Consumer Staples	1.64%
Materials	1.38%
Financials	1.26%
Real Estate	1.18%

Country Breakdown

Sector	% Weight
United States	94.43%
Uruguay	2.21%
Canada	1.97%
Israel	1.39%