<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>FDN filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of FDN compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.</description><link>https://themulden.com/</link><language>en</language><item><title>FDN: filing for 2026-06-30 -- 2 added, 2 dropped, turnover 11.5%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 2 added (4.74% of the fund), 2 dropped (0.39%). Turnover proxy 11.5%. Largest increases: CISCO SYSTEMS INC 6.78% to 8.54%; DATADOG INC 2.04% to 3.53%; SNOWFLAKE INC 2.72% to 3.61%; ARISTA NETWORKS INC 4.18% to 5.02%; META PLATFORMS INC 9.14% to 9.83%; BOOKING HOLDINGS INC 4.58% to 4.97%. Largest decreases: NETFLIX INC 8.98% to 3.9%; PAYPAL HOLDINGS INC 2.2% to 1.56%; COPART INC 1.56% to 1.03%; ROBLOX CORP 1.97% to 1.5%; WORKDAY INC 1.46% to 1.03%; SALESFORCE INC 4.52% to 4.11%. New: ORACLE CORP (4.59%), CIRCLE INTERNET GROUP INC (0.15%). Gone: Dropbox Inc (0.21%), Box Inc. (0.18%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Aug 2026 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2026-03-31 -- 1 added, 1 dropped, turnover 6.3%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 1 added (0.6% of the fund), 1 dropped (0.38%). Turnover proxy 6.3%. Largest increases: Ciena Corporation 1.4% to 2.88%; Cloudflare Inc 2.64% to 3.45%; eBay Inc. 1.67% to 2.17%; Netflix, Inc. 8.51% to 8.98%; Airbnb Inc 2.45% to 2.82%; Akamai Technologies, Inc. 0.53% to 0.87%. Largest decreases: Meta Platforms Inc 10.29% to 9.14%; Flutter Entertainment PLC 1.6% to 0.94%; DoorDash Inc 3.59% to 2.96%; ATLASSIAN CORP 1.16% to 0.61%; Workday Inc 1.98% to 1.46%; Snowflake Inc 3.16% to 2.72%. New: Samsara Inc (0.6%). Gone: Confluent Inc (0.38%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 May 2026 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2025-12-31 -- 0 added, 0 dropped, turnover 5.1%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.1%. Largest increases: Cisco Systems Inc 5.13% to 6.51%; Ciena Corp 0.8% to 1.4%; Carvana Co 2.03% to 2.53%; Amazon.com Inc 9.63% to 10.09%; Airbnb Inc 2.03% to 2.45%; Meta Platforms Inc 9.87% to 10.29%. Largest decreases: ROBLOX Corp 3.48% to 2.25%; Netflix Inc 9.65% to 8.51%; CoreWeave Inc 1.17% to 0.69%; DoorDash Inc 3.92% to 3.59%; Veeva Systems Inc 1.75% to 1.43%; Duolingo Inc 0.5% to 0.3%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 23 Feb 2026 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2025-09-30 -- 1 added, 1 dropped, turnover 5%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 1 added (1.17% of the fund), 1 dropped (0.53%). Turnover proxy 5%. Largest increases: ROBLOX Corp 2.35% to 3.48%; DoorDash Inc 3.41% to 3.92%; Alphabet Inc 5.26% to 5.69%; Carvana Co 1.69% to 2.03%; Ciena Corp 0.47% to 0.8%; Alphabet Inc 4.27% to 4.58%. Largest decreases: Netflix Inc 10.53% to 9.65%; PayPal Holdings Inc 2.92% to 2.5%; Meta Platforms Inc 10.2% to 9.87%; Atlassian Corp 1.35% to 1.03%; Flutter Entertainment PLC 2.04% to 1.74%; GoDaddy Inc 1.03% to 0.74%. New: CoreWeave Inc (1.17%). Gone: Juniper Networks Inc (0.53%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 24 Nov 2025 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2025-06-30 -- 1 added, 1 dropped, turnover 6.4%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 1 added (0.65% of the fund), 1 dropped (0.14%). Turnover proxy 6.4%. Largest increases: Netflix Inc 9.23% to 10.53%; ROBLOX Corp 1.61% to 2.35%; Cloudflare Inc 1.76% to 2.45%; Meta Platforms Inc 9.55% to 10.2%; Snowflake Inc 2.45% to 3.01%; Cisco Systems Inc 4.72% to 5.19%. Largest decreases: Salesforce Inc 5.94% to 4.43%; Copart Inc 2.52% to 1.74%; Workday Inc 2.54% to 2.1%; Atlassian Corp 1.77% to 1.35%; PayPal Holdings Inc 3.28% to 2.92%; HubSpot Inc 1.51% to 1.18%. New: Duolingo Inc (0.65%). Gone: ZoomInfo Technologies Inc (0.14%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Aug 2025 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2025-03-31 -- 1 added, 1 dropped, turnover 5.1%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 1 added (0.78% of the fund), 1 dropped (0.36%). Turnover proxy 5.1%. Largest increases: Netflix Inc 8.14% to 9.23%; DoorDash Inc 2.59% to 3.15%; Booking Holdings Inc 4.45% to 4.84%; Veeva Systems Inc 1.45% to 1.76%; Okta Inc 0.59% to 0.87%; eBay Inc 1.37% to 1.65%. Largest decreases: Salesforce Inc 6.83% to 5.94%; Arista Networks Inc 4.89% to 4.06%; PayPal Holdings Inc 3.95% to 3.28%; Datadog Inc 2.07% to 1.58%; Alphabet Inc 5.61% to 5.22%; Alphabet Inc 4.6% to 4.28%. New: F5 Inc (0.78%). Gone: Smartsheet Inc (0.36%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 May 2025 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2024-12-31 -- 2 added, 2 dropped, turnover 9.6%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 2 added (7.01% of the fund), 2 dropped (5.77%). Turnover proxy 9.6%. Largest increases: Amazon.com Inc 9.46% to 10.04%; Atlassian Corp 1.38% to 1.81%; Cisco Systems Inc 4.57% to 4.79%; Snowflake Inc 2.17% to 2.39%; HubSpot Inc 1.49% to 1.66%; DocuSign Inc 0.68% to 0.84%. Largest decreases: Meta Platforms Inc 10.48% to 9.75%; Airbnb Inc 3.01% to 2.63%; PayPal Holdings Inc 4.33% to 3.95%; eBay Inc 1.74% to 1.37%; Workday Inc 2.78% to 2.54%; Veeva Systems Inc 1.67% to 1.45%. New: Arista Networks Inc (4.89%), Flutter Entertainment PLC (2.12%). Gone: Arista Networks Inc (4.72%), Pinterest Inc (1.05%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Feb 2025 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2024-09-30 -- 2 added, 2 dropped, turnover 10.1%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 2 added (3.36% of the fund), 2 dropped (1.21%). Turnover proxy 10.1%. Largest increases: Salesforce Inc 5.08% to 6.96%; Netflix Inc 6.47% to 8.02%; Meta Platforms Inc 9.44% to 10.48%; PayPal Holdings Inc 3.74% to 4.33%; Alphabet Inc 5.18% to 5.63%; DoorDash Inc 2.15% to 2.59%. Largest decreases: Airbnb Inc 4.45% to 3.01%; Snowflake Inc 3.11% to 2.17%; Pinterest Inc 1.89% to 1.05%; Atlassian Corp 2.2% to 1.38%; HubSpot Inc 2.27% to 1.49%; Amazon.com Inc 10.06% to 9.46%. New: Copart Inc (2.51%), VeriSign Inc (0.86%). Gone: Snap Inc (1.1%), Teladoc Health Inc (0.11%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 25 Nov 2024 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2024-06-30 -- 3 added, 3 dropped, turnover 14.4%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 3 added (7.3% of the fund), 3 dropped (2.11%). Turnover proxy 14.4%. Largest increases: Arista Networks Inc 3.16% to 4.93%; Meta Platforms Inc 8.02% to 9.44%; Netflix Inc 5.1% to 6.47%; Airbnb Inc 3.12% to 4.45%; Snowflake Inc 2.65% to 3.11%; PayPal Holdings Inc 3.35% to 3.74%. Largest decreases: Akamai Technologies Inc 1.57% to 0.89%; DocuSign Inc 1.47% to 0.8%; Dropbox Inc 1.02% to 0.37%; ZoomInfo Technologies Inc 0.89% to 0.25%; Juniper Networks Inc 1.36% to 0.76%; Teladoc Health Inc 0.7% to 0.11%. New: Booking Holdings Inc (4.47%), HubSpot Inc (2.27%), Paycom Software Inc (0.55%). Gone: Match Group Inc (1.3%), Fastly Inc (0.55%), CommScope Holding Co Inc (0.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 21 Aug 2024 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2024-03-31 -- 1 added, 1 dropped, turnover 5.3%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 1 added (0.92% of the fund), 1 dropped (1.28%). Turnover proxy 5.3%. Largest increases: Amazon.com Inc 9.32% to 10.08%; Alphabet Inc 5.34% to 5.75%; Netflix Inc 4.74% to 5.1%; DoorDash Inc 2.15% to 2.49%; Alphabet Inc 4.54% to 4.86%; PayPal Holdings Inc 3.05% to 3.35%. Largest decreases: Atlassian Corp 2.65% to 2.09%; Snowflake Inc 3.12% to 2.65%; Snap Inc 1.78% to 1.38%; CommScope Holding Co Inc 0.61% to 0.26%; ROBLOX Corp 2% to 1.65%; Smartsheet Inc 1.1% to 0.9%. New: Marathon Digital Holdings Inc (0.92%). Gone: Etsy Inc (1.28%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 May 2024 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2023-12-31 -- 2 added, 3 dropped, turnover 6.1%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 42: 2 added (3.59% of the fund), 3 dropped (2%). Turnover proxy 6.1%. Largest increases: Netflix Inc 4.29% to 4.74%; Snap Inc 1.42% to 1.78%; DocuSign Inc 1.28% to 1.59%; Carvana Co 0.94% to 1.18%; Salesforce Inc 4.82% to 5.05%; Atlassian Corp 2.5% to 2.65%. Largest decreases: Cisco Systems Inc 5.13% to 4.58%; Airbnb Inc 3.26% to 2.86%; eBay Inc 2.26% to 1.92%; PayPal Holdings Inc 3.32% to 3.05%; Ciena Corp 1.31% to 1.06%; Akamai Technologies Inc 1.95% to 1.71%. New: ROBLOX Corp (2%), DraftKings Inc (1.59%). Gone: Zillow Group Inc (1.08%), Opendoor Technologies Inc (0.57%), Zillow Group Inc (0.35%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 23 Feb 2024 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2023-09-29 -- 1 added, 1 dropped, turnover 5%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 1 added (0.94% of the fund), 1 dropped (1.75%). Turnover proxy 5%. Largest increases: Alphabet Inc 5.01% to 5.56%; Alphabet Inc 4.35% to 4.76%; Atlassian Corp 2.14% to 2.5%; Akamai Technologies Inc 1.62% to 1.95%; Meta Platforms Inc 7.48% to 7.77%; Smartsheet Inc 0.94% to 1.19%. Largest decreases: Netflix Inc 5.03% to 4.29%; Opendoor Technologies Inc 1.09% to 0.57%; Snap Inc 1.69% to 1.42%; Workday Inc 2.96% to 2.71%; Teladoc Health Inc 1.01% to 0.83%; CommScope Holding Co Inc 0.69% to 0.54%. New: Carvana Co (0.94%). Gone: Expedia Group Inc (1.75%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Nov 2023 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2023-06-30 -- 0 added, 0 dropped, turnover 3.2%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.2%. Largest increases: Opendoor Technologies Inc 0.59% to 1.09%; Datadog Inc 1.88% to 2.2%; Confluent Inc 0.91% to 1.23%; Netflix Inc 4.76% to 5.03%; Airbnb Inc 2.86% to 3.11%; Snap Inc 1.51% to 1.69%. Largest decreases: Alphabet Inc 5.52% to 5.01%; Alphabet Inc 4.83% to 4.35%; Cisco Systems Inc 5.37% to 5.04%; Salesforce Inc 5.27% to 4.95%; Smartsheet Inc 1.21% to 0.94%; Etsy Inc 1.65% to 1.44%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 18 Aug 2023 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2023-03-31 -- 1 added, 1 dropped, turnover 6.9%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 1 added (2.12% of the fund), 1 dropped (1.55%). Turnover proxy 6.9%. Largest increases: Meta Platforms Inc 6.51% to 7.52%; Amazon.com Inc 8.39% to 9.39%; Alphabet Inc 4.94% to 5.52%; Salesforce Inc 4.75% to 5.27%; Alphabet Inc 4.4% to 4.83%; Arista Networks Inc 2.6% to 2.85%. Largest decreases: DocuSign Inc 2.04% to 1.44%; Datadog Inc 2.26% to 1.88%; ZoomInfo Technologies Inc 1.58% to 1.21%; Ciena Corp 1.62% to 1.31%; Box Inc 1.25% to 0.94%; Snowflake Inc 3.12% to 2.86%. New: Atlassian Corp (2.12%). Gone: Coupa Software Inc (1.55%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 30 May 2023 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2022-12-30 -- 2 added, 2 dropped, turnover 7%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 2 added (2.85% of the fund), 2 dropped (4.63%). Turnover proxy 7%. Largest increases: Cisco Systems Inc 5.03% to 5.48%; Coupa Software Inc 1.1% to 1.55%; Meta Platforms Inc 6.16% to 6.51%; DocuSign Inc 1.69% to 2.04%; Ciena Corp 1.29% to 1.62%; Okta Inc 1.5% to 1.8%. Largest decreases: Amazon.com Inc 9.21% to 8.39%; PayPal Holdings Inc 4.11% to 3.77%; Airbnb Inc 2.94% to 2.7%; ZoomInfo Technologies Inc 1.74% to 1.58%; Salesforce Inc 4.87% to 4.75%; Opendoor Technologies Inc 0.62% to 0.5%. New: DoorDash Inc (1.77%), Confluent Inc (1.09%). Gone: Twitter Inc (2.78%), Citrix Systems Inc (1.85%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 23 Feb 2023 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2022-09-30 -- 1 added, 1 dropped, turnover 6%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 1 added (1.19% of the fund), 1 dropped (1.24%). Turnover proxy 6%. Largest increases: Netflix Inc 3.67% to 4.5%; PayPal Holdings Inc 3.57% to 4.11%; Airbnb Inc 2.41% to 2.94%; Cloudflare Inc 1.66% to 1.93%; Pinterest Inc 1.63% to 1.91%; DocuSign Inc 1.42% to 1.69%. Largest decreases: Alphabet Inc 5.06% to 4.52%; Zoom Video Communications Inc 2.45% to 1.97%; Alphabet Inc 5.5% to 5.03%; Veeva Systems Inc 2.74% to 2.36%; Match Group Inc 2.08% to 1.73%; Okta Inc 1.84% to 1.5%. New: Smartsheet Inc (1.19%). Gone: Vonage Holdings Corp (1.24%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Nov 2022 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2022-06-30 -- 0 added, 0 dropped, turnover 5.8%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 5.8%. Largest increases: Cisco Systems Inc 4.67% to 5.34%; Veeva Systems Inc 2.18% to 2.74%; Alphabet Inc 5% to 5.5%; Citrix Systems Inc 1.4% to 1.86%; Zoom Video Communications Inc 1.99% to 2.45%; Alphabet Inc 4.64% to 5.06%. Largest decreases: Amazon.com Inc 9.79% to 8.99%; Cloudflare Inc 2.4% to 1.66%; Airbnb Inc 3.01% to 2.41%; Snap Inc 2.39% to 1.86%; Expedia Group Inc 2.17% to 1.69%; Meta Platforms Inc 6.72% to 6.25%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 19 Aug 2022 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2022-03-31 -- 1 added, 1 dropped, turnover 5.2%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 1 added (0.87% of the fund), 1 dropped (1.22%). Turnover proxy 5.2%. Largest increases: Amazon.com Inc 9.18% to 9.79%; Airbnb Inc 2.49% to 3.01%; Cloudflare Inc 1.9% to 2.4%; Expedia Group Inc 1.85% to 2.17%; Twitter Inc 2% to 2.23%; ZoomInfo Technologies Inc 1.54% to 1.75%. Largest decreases: Meta Platforms Inc 7.48% to 6.72%; Netflix Inc 4.81% to 4.13%; Cisco Systems Inc 5.2% to 4.67%; PayPal Holdings Inc 4.39% to 4.02%; Etsy Inc 1.75% to 1.43%; Okta Inc 1.95% to 1.69%. New: Opendoor Technologies Inc (0.87%). Gone: Wayfair Inc (1.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 May 2022 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2021-12-31 -- 2 added, 2 dropped, turnover 7.5%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 2 added (4.03% of the fund), 2 dropped (2.25%). Turnover proxy 7.5%. Largest increases: Cisco Systems Inc/Delaware 4.37% to 5.2%; Ciena Corp 0.98% to 1.38%; ZoomInfo Technologies Inc 1.19% to 1.54%; Meta Platforms Inc 7.16% to 7.48%; GoDaddy Inc 1.19% to 1.46%; Datadog Inc 2.08% to 2.33%. Largest decreases: Snap Inc 3.07% to 2.31%; PayPal Holdings Inc 4.97% to 4.39%; DocuSign Inc 2.38% to 1.91%; Twitter Inc 2.41% to 2%; Zoom Video Communications Inc 2.49% to 2.14%; Wayfair Inc 1.56% to 1.22%. New: Arista Networks Inc (2.14%), Cloudflare Inc (1.9%). Gone: VeriSign Inc (1.53%), Cloudera Inc (0.72%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 22 Feb 2022 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2021-09-30 -- 2 added, 2 dropped, turnover 7.7%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 2 added (3.86% of the fund), 2 dropped (2.28%). Turnover proxy 7.7%. Largest increases: Snowflake Inc 1.33% to 2.84%; salesforce.com Inc 4.38% to 4.94%; Netflix Inc 4.57% to 4.94%; Datadog Inc 1.75% to 2.08%; Snap Inc 2.82% to 3.07%; Expedia Group Inc 1.61% to 1.85%. Largest decreases: Zoom Video Communications Inc 3.26% to 2.49%; Pinterest Inc 2.44% to 1.83%; PayPal Holdings Inc 5.49% to 4.97%; Coupa Software Inc 1.67% to 1.34%; DocuSign Inc 2.7% to 2.38%; Facebook Inc 7.46% to 7.16%. New: Airbnb Inc (2.67%), ZoomInfo Technologies Inc (1.19%). Gone: Arista Networks Inc (1.55%), Bumble Inc (0.73%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 24 Nov 2021 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2021-06-30 -- 2 added, 2 dropped, turnover 4.7%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 2 added (1.78% of the fund), 2 dropped (1.42%). Turnover proxy 4.7%. Largest increases: DocuSign Inc 2.19% to 2.7%; Zoom Video Communications Inc 2.84% to 3.26%; Snap Inc 2.46% to 2.82%; Match Group Inc 2.15% to 2.39%; PayPal Holdings Inc 5.25% to 5.49%; Datadog Inc 1.56% to 1.75%. Largest decreases: Cisco Systems Inc/Delaware 4.79% to 4.23%; Facebook Inc 8.02% to 7.46%; Amazon.com Inc 9.91% to 9.47%; Netflix Inc 4.84% to 4.57%; Citrix Systems Inc 1.59% to 1.32%; Expedia Group Inc 1.82% to 1.61%. New: Nutanix Inc (1.05%), Bumble Inc (0.73%). Gone: Smartsheet Inc (1.04%), fuboTV Inc (0.39%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 19 Aug 2021 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2021-03-31 -- 2 added, 2 dropped, turnover 5.6%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>43 positions became 43: 2 added (1.77% of the fund), 2 dropped (1.92%). Turnover proxy 5.6%. Largest increases: Facebook Inc 6.98% to 8.02%; Alphabet Inc 4.32% to 4.84%; Alphabet Inc 4.17% to 4.65%; Cisco Systems Inc/Delaware 4.36% to 4.79%; Wayfair Inc 1.5% to 1.78%; eBay Inc 2.16% to 2.42%. Largest decreases: Coupa Software Inc 1.92% to 1.52%; Okta Inc 2.18% to 1.89%; Netflix Inc 5.1% to 4.84%; Match Group Inc 2.39% to 2.15%; PayPal Holdings Inc 5.49% to 5.25%; Cloudera Inc 0.81% to 0.6%. New: Snowflake Inc (1.38%), fuboTV Inc (0.39%). Gone: Grubhub Inc (1.09%), 2U Inc (0.83%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 May 2021 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2020-12-31 -- 5 added, 4 dropped, turnover 9.3%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 43: 5 added (6.21% of the fund), 4 dropped (5.23%). Turnover proxy 9.3%. Largest increases: Amazon.com Inc 9.49% to 10.04%; PayPal Holdings Inc 5.09% to 5.49%; Snap Inc 2.18% to 2.53%; Alphabet Inc 3.97% to 4.32%; Alphabet Inc 3.89% to 4.17%; Etsy Inc 1.74% to 1.9%. Largest decreases: Zoom Video Communications Inc 4.37% to 2.72%; salesforce.com Inc 5.04% to 4.53%; Veeva Systems Inc 2.61% to 2.32%; Akamai Technologies Inc 1.85% to 1.58%; eBay Inc 2.42% to 2.16%; Citrix Systems Inc 1.76% to 1.52%. New: Datadog Inc (1.68%), Zillow Group Inc (1.56%), Wayfair Inc (1.5%), Fastly Inc (1.07%), Zillow Group Inc (0.4%). Gone: HubSpot Inc (1.58%), TD Ameritrade Holding Corp (1.55%), E*TRADE Financial Corp (1.43%), 8x8 Inc (0.67%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 19 Feb 2021 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2020-09-30 -- 2 added, 2 dropped, turnover 9.2%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 2 added (4.23% of the fund), 2 dropped (1.46%). Turnover proxy 9.2%. Largest increases: Zoom Video Communications Inc 1.55% to 4.37%; Pinterest Inc 0.89% to 2.06%; Twitter Inc 2.22% to 2.64%; salesforce.com Inc 4.64% to 5.04%; Facebook Inc 6.81% to 6.9%; DocuSign Inc 2.59% to 2.63%. Largest decreases: eBay Inc 3.01% to 2.42%; Cisco Systems Inc 4.87% to 4.34%; Etsy Inc 2.16% to 1.74%; Citrix Systems Inc 2.17% to 1.76%; Ciena Corp 1.51% to 1.11%; Okta Inc 2.56% to 2.2%. New: Match Group Inc (2.32%), Coupa Software Inc (1.9%). Gone: LogMeIn Inc (1.12%), Groupon Inc (0.34%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 24 Nov 2020 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2020-06-30 -- 6 added, 5 dropped, turnover 12.2%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>41 positions became 42: 6 added (7.93% of the fund), 5 dropped (5.56%). Turnover proxy 12.2%. Largest increases: Amazon.com Inc 8.66% to 9.81%; PayPal Holdings Inc 4.23% to 5.23%; Etsy Inc 1.38% to 2.16%; eBay Inc 2.61% to 3.01%; DocuSign Inc 2.28% to 2.59%; Okta Inc 2.43% to 2.56%. Largest decreases: CommScope Holding Co Inc 1.28% to 0.65%; GoDaddy Inc 2.32% to 1.73%; Arista Networks Inc 2.16% to 1.66%; TD Ameritrade Holding Corp 1.98% to 1.53%; Twitter Inc 2.65% to 2.22%; Vonage Holdings Corp 1.25% to 0.85%. New: Workday Inc (2.78%), Teladoc Health Inc (2.03%), Zoom Video Communications Inc (1.55%), Cloudera Inc (1.06%), Groupon Inc (0.34%), Morgan Stanley Institutional Liquidity Funds - Treasury Port (0.16%). Gone: J2 Global Inc (1.34%), New Relic Inc (1.24%), Cornerstone OnDemand Inc (1.13%), Groupon Inc (0.94%), Pluralsight Inc (0.92%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 21 Aug 2020 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2020-03-31 -- 0 added, 1 dropped, turnover 4.1%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 41: 0 added (0% of the fund), 1 dropped (0.27%). Turnover proxy 4.1%. Largest increases: Netflix Inc 4.88% to 5.33%; DocuSign Inc 1.85% to 2.28%; Vonage Holdings Corp 0.9% to 1.25%; 2U Inc 0.9% to 1.19%; Veeva Systems Inc 2.44% to 2.73%; Okta Inc 2.15% to 2.43%. Largest decreases: Cisco Systems Inc 5.66% to 5%; eBay Inc 2.97% to 2.61%; Alphabet Inc 4.38% to 4.07%; Alphabet Inc 4.36% to 4.06%; Facebook Inc 7.28% to 6.99%; PayPal Holdings Inc 4.51% to 4.23%. Gone: Morgan Stanley Institutional Liquidity Funds - Treasury Port (0.27%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 May 2020 12:00:00 GMT</pubDate></item><item><title>FDN: filing for 2019-12-31 -- 1 added, 1 dropped, turnover 3.6%</title><link>https://themulden.com/funds/fdn/</link><guid isPermaLink="true">https://themulden.com/funds/fdn/</guid><description>42 positions became 42: 1 added (0.89% of the fund), 1 dropped (1.26%). Turnover proxy 3.6%. Largest increases: Netflix Inc 4.4% to 4.88%; Okta Inc 1.89% to 2.15%; Ciena Corp 1.55% to 1.77%; 2U Inc 0.69% to 0.9%; Smartsheet Inc 1.13% to 1.32%; Grubhub Inc 1.33% to 1.49%. Largest decreases: Expedia Group Inc 2.58% to 2.21%; Veeva Systems Inc 2.69% to 2.44%; Alphabet Inc 4.58% to 4.36%; Etsy Inc 1.72% to 1.5%; Alphabet Inc 4.55% to 4.38%; Twitter Inc 3.03% to 2.86%. New: Pinterest Inc (0.89%). Gone: TripAdvisor Inc (1.26%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>