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Transformative software tech
Exceeding Moore’s Law. Leading innovative software/service companies using or developing fast-growing technologies.
Updated Sep 4, 2024
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12 investments
SoFi Technologies Inc
SOFI
Microsoft Corporation
MSFT
NextEra Energy Inc
NEE
Fortinet Inc
FTNT
Datadog Inc - Ordinary Shares - Class A
DDOG
Crowdstrike Holdings Inc - Ordinary Shares - Class A
CRWD
Cloudflare Inc - Ordinary Shares - Class A
NET
Palo Alto Networks Inc
PANW
Atlassian Corporation - Ordinary Shares - Class A
TEAM
Autodesk Inc.
ADSK
Roper Technologies Inc
ROP
Ansys Inc. - Registered Shares
ANSS