$NEXT
Growth
Innovation
High Beta
Next Wave
Tomorrow's leaders, today.
5 holdings·$19.00 / mo·0 followers·Inception 2025-06-23
Min. investment $500
-9.76%
1Y return
Returns
1D
+0.22%
1W
+1.82%
1M
+4.76%
3M
+3.85%
6M
-3.92%
1Y
-10.10%
-10.10%/yr
3Y
+37.14%
+11.10%/yr
5Y
+48.54%
+8.23%/yr
10Y
+179.60%
+10.83%/yr
MAX
+236.51%
+11.65%/yr
Returns before the live inception date are backtested from the constituents' historical prices using the fund's versioned weights, and are clearly labeled on the chart.
Holdings
| Symbol | Company | Weight |
|---|---|---|
| TSLA | Tesla, Inc. | 24.0% |
| PLTR | Palantir Technologies | 22.0% |
| AMD | Advanced Micro Devices | 20.0% |
| CRM | Salesforce, Inc. | 18.0% |
| ADBE | Adobe Inc. | 16.0% |
Strategy
Thesis
Aggressive growth basket of category-defining innovators.
Methodology
Concentrated, higher volatility. Rebalanced opportunistically.
Manager
LP
Lena Park
Wide-moat and dividend strategies for the long run.
Lena builds low-turnover portfolios of wide-moat franchises and reliable dividend payers.
Fee
$19.00 / mo
A flat monthly subscription billed to your card.
Not investment advice. Managers are independent individuals. Past and backtested performance does not guarantee future results. Investing involves risk, including loss of principal. Read full disclosures.