RIFYX Holdings List

As of Mar 31, 2025

No.	Symbol	Name	% Weight	Shares
1	META	Meta Platforms, Inc.	8.23%	24,100
2	MSFT	Microsoft Corporation	7.69%	34,600
3	NVDA	NVIDIA Corporation	7.64%	118,950
4	APP	AppLovin Corporation	5.33%	33,960
5	AMZN	Amazon.com, Inc.	4.63%	41,060
6	LLY	Eli Lilly and Company	4.25%	8,690
7	NFLX	Netflix, Inc.	3.60%	6,510
8	FICO	Fair Isaac Corporation	3.12%	2,860
9	NOW	ServiceNow, Inc.	2.73%	5,800
10	VRNS	Varonis Systems, Inc.	2.65%	110,780
11	MTSI	MACOM Technology Solutions Holdings, Inc.	2.19%	36,890
12	VRTX	Vertex Pharmaceuticals Incorporated	2.14%	7,440
13	RDDT	Reddit, Inc.	2.12%	34,170
14	V	Visa Inc.	2.12%	10,200
15	MPWR	Monolithic Power Systems, Inc.	2.04%	5,930
16	TTWO	Take-Two Interactive Software, Inc.	1.94%	15,800
17	TRMB	Trimble Inc.	1.67%	42,890
18	INSM	Insmed Incorporated	1.61%	35,700
19	SNOW	Snowflake Inc.	1.55%	17,880
20	CRDO	Credo Technology Group Holding Ltd	1.34%	56,160
21	FOUR	Shift4 Payments, Inc.	1.27%	26,270
22	SMTC	Semtech Corporation	1.20%	58,870
23	NTRA	Natera, Inc.	1.16%	13,840
24	WIX	Wix.com Ltd.	1.15%	11,920
25	CFLT	Confluent, Inc.	1.15%	82,700
26	CYBR	CyberArk Software Ltd.	1.05%	5,230
27	CRM	Salesforce, Inc.	1.00%	6,290
28	MRVL	Marvell Technology, Inc.	0.92%	25,270
29	DT	Dynatrace, Inc.	0.92%	32,910
30	MXL	MaxLinear, Inc.	0.89%	138,720
31	RVMD	Revolution Medicines, Inc.	0.83%	39,680
32	MDGL	Madrigal Pharmaceuticals, Inc.	0.77%	3,910
33	COHR	Coherent Corp.	0.74%	19,370
34	CRNX	Crinetics Pharmaceuticals, Inc.	0.74%	37,290
35	LRCX	Lam Research Corporation	0.74%	17,090
36	ACLX	Arcellx, Inc.	0.71%	18,360
37	IRON	Disc Medicine, Inc.	0.70%	23,950
38	BBIO	BridgeBio Pharma, Inc.	0.68%	33,050
39	NUVL	Nuvalent, Inc.	0.65%	15,430
40	PCVX	Vaxcyte, Inc.	0.65%	28,850
41	MNDY	monday.com Ltd.	0.60%	4,190
42	MLTX	MoonLake Immunotherapeutics	0.59%	25,540
43	KRYS	Krystal Biotech, Inc.	0.58%	5,460
44	VEEV	Veeva Systems Inc.	0.58%	4,250
45	APGE	Apogee Therapeutics, Inc.	0.56%	25,280
46	TTD	The Trade Desk, Inc.	0.56%	17,170
47	HGIXX	HSBC U.S. Government Money Market Fund	0.55%	930,910
48	FGTXX	Goldman Sachs Financial Square Government Fund	0.55%	930,910
49	n/a	MSILF Government Portfolio - MSILF GOVERNMENT-INST	0.55%	930,910
50	AGPXX	Short-Term Investment Trust - Invesco Government & Agency Portfolio	0.55%	930,910

As of Mar 31, 2025

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Asset Allocation

Asset Class	% Weight
Stocks	99.83%
Cash	0.17%

Sector Breakdown

Sector	% Weight
Information Technology	44.46%
Health Care	27.79%
Other	17.14%
Communication Services	5.12%
Consumer Discretionary	4.74%
Industrials	0.75%

Country Breakdown

Sector	% Weight
United States	80.87%
Other	14.43%
Ireland	1.81%
Israel	1.49%
Netherlands	0.44%
Cayman Islands	0.38%
Hong Kong	0.36%
Bermuda	0.22%