<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>IGV filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of IGV 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>IGV: filing for 2026-06-30 -- 2 added, 6 dropped, turnover 14.3%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>113 positions became 109: 2 added (0.06% of the fund), 6 dropped (0.45%). Turnover proxy 14.3%. Largest increases: Palo Alto Networks, Inc. 5.48% to 10.37%; Crowdstrike Holdings, Inc. 4.21% to 7.28%; Datadog, Inc. 1.66% to 3.26%; Fortinet, Inc. 2.21% to 3.62%; Cadence Design Systems, Inc. 3.24% to 3.91%; Hut 8 Corp. 0.19% to 0.44%. Largest decreases: Salesforce, Inc. 7.39% to 4.81%; Intuit, Inc. 4.75% to 2.73%; Oracle Corp. 8.24% to 6.26%; Adobe, Inc. 4.27% to 3.13%; Palantir Technologies, Inc. 8.82% to 7.7%; Autodesk, Inc. 2.17% to 1.55%. New: Arteris, Inc. (0.06%), N/A (0%). Gone: Clearwater Analytics Holdings, Inc. (0.29%), Onestream, Inc. (0.09%), SEMrush Holdings, Inc. (0.02%), PAR Technology Corp. (0.02%), N-able, Inc. (0.01%), Rapid7, Inc. (0.01%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 25 Aug 2026 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2026-03-31 -- 0 added, 2 dropped, turnover 7%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>115 positions became 113: 0 added (0% of the fund), 2 dropped (0.33%). Turnover proxy 7%. Largest increases: Palo Alto Networks, Inc. 4.11% to 5.48%; Fortinet, Inc. 1.64% to 2.21%; Oracle Corp. 7.76% to 8.24%; Electronic Arts, Inc. 1.5% to 1.96%; Cadence Design Systems, Inc. 2.78% to 3.24%; Palantir Technologies, Inc. 8.4% to 8.82%. Largest decreases: AppLovin Corp. 5.84% to 4.56%; Intuit, Inc. 5.92% to 4.75%; Salesforce, Inc. 8.08% to 7.39%; Microsoft Corp. 8.97% to 8.35%; Adobe, Inc. 4.78% to 4.27%; Atlassian Corp. 0.89% to 0.5%. Gone: Confluent, Inc. (0.29%), Jamf Holding Corp. (0.04%). 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>IGV: filing for 2025-12-31 -- 6 added, 6 dropped, turnover 5.8%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>115 positions became 115: 6 added (1.41% of the fund), 6 dropped (0.2%). Turnover proxy 5.8%. Largest increases: Salesforce, Inc. 6.95% to 8.08%; Oracle Corp. 7.07% to 7.76%; Microsoft Corp. 8.54% to 8.97%; Adobe, Inc. 4.4% to 4.78%; AppLovin Corp. 5.54% to 5.84%; Fair Isaac Corp. 1.11% to 1.31%. Largest decreases: ServiceNow, Inc. 5.87% to 4.22%; Strategy, Inc. 2.64% to 1.33%; Palantir Technologies, Inc. 9.03% to 8.4%; Cadence Design Systems, Inc. 2.97% to 2.78%; Zscaler, Inc. 0.93% to 0.74%; Nutanix, Inc. 0.62% to 0.46%. New: Trimble, Inc. (0.61%), BitMine Immersion Technologies, Inc. (0.25%), ServiceTitan, Inc. (0.2%), Life360, Inc. (0.16%), Circle Internet Group, Inc. (0.14%), PAR Technology Corp. (0.05%). Gone: Informatica, Inc. (0.08%), Verint Systems, Inc. (0.04%), PROS Holdings, Inc. (0.03%), Meridianlink, Inc. (0.03%), Sprout Social, Inc. (0.02%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Feb 2026 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2025-09-30 -- 0 added, 2 dropped, turnover 7.5%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>117 positions became 115: 0 added (0% of the fund), 2 dropped (0.99%). Turnover proxy 7.5%. Largest increases: AppLovin Corp. 2.43% to 5.54%; ServiceNow, Inc. 5.06% to 5.87%; Palantir Technologies, Inc. 8.36% to 9.03%; Synopsys, Inc. 2.48% to 2.83%; Cadence Design Systems, Inc. 2.63% to 2.97%; Adobe, Inc. 4.11% to 4.4%. Largest decreases: Oracle Corp. 9.07% to 7.07%; Salesforce, Inc. 7.83% to 6.95%; Intuit, Inc. 6.59% to 5.84%; Strategy, Inc. 3.21% to 2.64%; Fortinet, Inc. 2.1% to 1.7%; Fair Isaac Corp. 1.39% to 1.11%. Gone: ANSYS, Inc. (0.97%), E2open Parent Holdings, Inc. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 26 Nov 2025 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2025-06-30 -- 2 added, 3 dropped, turnover 7.8%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>118 positions became 117: 2 added (0.19% of the fund), 3 dropped (0.24%). Turnover proxy 7.8%. Largest increases: Palantir Technologies, Inc. 6.37% to 8.36%; Intuit, Inc. 4.71% to 6.59%; Oracle Corp. 7.98% to 9.07%; Crowdstrike Holdings, Inc. 3.3% to 3.97%; MicroStrategy, Inc. 2.61% to 3.21%; Microsoft Corp. 8.35% to 8.62%. Largest decreases: Adobe, Inc. 6.15% to 4.11%; ServiceNow, Inc. 6.04% to 5.06%; Salesforce, Inc. 8.32% to 7.83%; Roper Technologies, Inc. 2.4% to 1.91%; Fair Isaac Corp. 1.71% to 1.39%; Atlassian Corp. 1.32% to 1.05%. New: D-Wave Quantum, Inc. (0.12%), Onestream, Inc. (0.07%). Gone: QXO, Inc. (0.13%), DoubleVerify Holdings, Inc. (0.07%), SolarWinds Corp. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 28 Aug 2025 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2025-03-31 -- 1 added, 6 dropped, turnover 6%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>123 positions became 118: 1 added (0% of the fund), 6 dropped (0.97%). Turnover proxy 6%. Largest increases: Palantir Technologies, Inc. 4.96% to 6.37%; MicroStrategy, Inc. 1.84% to 2.61%; Crowdstrike Holdings, Inc. 2.64% to 3.3%; Roper Technologies, Inc. 1.85% to 2.4%; Palo Alto Networks, Inc. 3.95% to 4.29%; Fortinet, Inc. 1.99% to 2.33%. Largest decreases: ServiceNow, Inc. 7.21% to 6.04%; Intuit, Inc. 5.7% to 4.71%; Oracle Corp. 8.62% to 7.98%; Adobe, Inc. 6.46% to 6.15%; Datadog, Inc. 1.48% to 1.18%; Microsoft Corp. 8.5% to 8.35%. New: N/A (0%). Gone: Smartsheet, Inc. (0.26%), Aspen Technology, Inc. (0.22%), Altair Engineering, Inc. (0.22%), HashiCorp, Inc. (0.18%), Zuora, Inc. (0.05%), Matterport, Inc. (0.05%). 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>IGV: filing for 2024-12-31 -- 10 added, 3 dropped, turnover 7.5%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>116 positions became 123: 10 added (0.99% of the fund), 3 dropped (0.17%). Turnover proxy 7.5%. Largest increases: Palantir Technologies, Inc. 3.02% to 4.96%; Intuit, Inc. 4.21% to 5.7%; AppLovin Corp. 1.13% to 2.31%; MicroStrategy, Inc. 1.19% to 1.84%; Atlassian Corp. 1.02% to 1.3%; Microsoft Corp. 8.34% to 8.5%. Largest decreases: Adobe, Inc. 7.32% to 6.46%; Synopsys, Inc. 3.13% to 2.47%; Roper Technologies, Inc. 2.41% to 1.85%; Salesforce, Inc. 8.95% to 8.47%; Palo Alto Networks, Inc. 4.34% to 3.95%; Fair Isaac Corp. 1.92% to 1.61%. New: SoundHound AI, Inc. (0.22%), Rubrik, Inc. (0.15%), Core Scientific, Inc. (0.13%), QXO, Inc. (0.13%), Klaviyo, Inc. (0.11%), Informatica, Inc. (0.07%). Gone: Envestnet, Inc. (0.12%), PowerSchool Holdings, Inc. (0.05%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2025 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2024-09-30 -- 0 added, 1 dropped, turnover 8.9%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>117 positions became 116: 0 added (0% of the fund), 1 dropped (0.06%). Turnover proxy 8.9%. Largest increases: ServiceNow, Inc. 4.69% to 7.05%; Palantir Technologies, Inc. 2.03% to 3.02%; Oracle Corp. 8.07% to 8.75%; AppLovin Corp. 0.61% to 1.13%; Fortinet, Inc. 1.54% to 1.99%; Fair Isaac Corp. 1.49% to 1.92%. Largest decreases: Intuit, Inc. 7.22% to 4.21%; Adobe, Inc. 9.68% to 7.32%; Crowdstrike Holdings, Inc. 3.57% to 2.61%; Synopsys, Inc. 3.67% to 3.13%; Cadence Design Systems, Inc. 3.38% to 2.99%; Snap, Inc. 0.69% to 0.45%. Gone: Everbridge, Inc. (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 26 Nov 2024 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2024-06-30 -- 2 added, 1 dropped, turnover 4.9%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>116 positions became 117: 2 added (0.16% of the fund), 1 dropped (0.04%). Turnover proxy 4.9%. Largest increases: Adobe, Inc. 7.79% to 9.68%; Palo Alto Networks, Inc. 3.77% to 4.43%; Crowdstrike Holdings, Inc. 3.07% to 3.57%; Salesforce, Inc. 8.55% to 8.98%; Snap, Inc. 0.5% to 0.69%; Fair Isaac Corp. 1.31% to 1.49%. Largest decreases: Microsoft Corp. 8.83% to 8.09%; Workday, Inc. 2.4% to 1.92%; Fortinet, Inc. 1.83% to 1.54%; Intuit, Inc. 7.44% to 7.22%; Autodesk, Inc. 2.35% to 2.14%; MicroStrategy, Inc. 1.07% to 0.88%. New: Cleanspark, Inc. (0.15%), SEMrush Holdings, Inc. (0.02%). Gone: Model N, Inc. (0.04%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Aug 2024 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2024-03-31 -- 0 added, 2 dropped, turnover 5.1%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>118 positions became 116: 0 added (0% of the fund), 2 dropped (1.19%). Turnover proxy 5.1%. Largest increases: Oracle Corp. 7.21% to 8.19%; MicroStrategy, Inc. 0.35% to 1.07%; Microsoft Corp. 8.28% to 8.83%; Crowdstrike Holdings, Inc. 2.57% to 3.07%; Palantir Technologies, Inc. 1.47% to 1.87%; ServiceNow, Inc. 4.44% to 4.77%. Largest decreases: Atlassian Corp. 1.64% to 1.29%; Palo Alto Networks, Inc. 4.08% to 3.77%; Snap, Inc. 0.78% to 0.5%; Adobe, Inc. 8.01% to 7.79%; Unity Software, Inc. 0.44% to 0.27%; Zscaler, Inc. 0.87% to 0.72%. Gone: Splunk, Inc. (1.05%), Alteryx, Inc. (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 May 2024 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2023-12-31 -- 7 added, 6 dropped, turnover 7.4%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>117 positions became 118: 7 added (0.52% of the fund), 6 dropped (5.37%). Turnover proxy 7.4%. Largest increases: Crowdstrike Holdings, Inc. 1.83% to 2.57%; Intuit, Inc. 6.85% to 7.54%; Palo Alto Networks, Inc. 3.5% to 4.08%; Salesforce, Inc. 8.23% to 8.64%; Workday, Inc. 2.16% to 2.54%; Snap, Inc. 0.44% to 0.78%. Largest decreases: Oracle Corp. 7.64% to 7.21%; Microsoft Corp. 8.64% to 8.28%; Adobe, Inc. 8.21% to 8.01%; Fortinet, Inc. 1.87% to 1.66%; BILL Holdings, Inc. 0.51% to 0.35%; BlackRock Funds III 0.17% to 0.04%. New: Aurora Innovation, Inc. (0.15%), CCC Intelligent Solutions Holdings, Inc. (0.13%), Clearwater Analytics Holdings, Inc. (0.11%), Vertex, Inc. (0.05%), Alkami Technology, Inc. (0.04%), AvePoint, Inc. (0.03%). Gone: Activision Blizzard, Inc. (3.27%), VMware, Inc. (1.78%), New Relic, Inc. (0.22%), Cerence, Inc. (0.04%), Digital Turbine, Inc. (0.03%), Consensus Cloud Solutions, Inc. (0.02%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 27 Feb 2024 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2023-09-30 -- 1 added, 2 dropped, turnover 5.1%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>118 positions became 117: 1 added (0.17% of the fund), 2 dropped (0.44%). Turnover proxy 5.1%. Largest increases: Intuit, Inc. 6.09% to 6.85%; Activision Blizzard, Inc. 2.87% to 3.27%; VMware, Inc. 1.43% to 1.78%; Splunk, Inc. 0.77% to 1.09%; Atlassian Corp. 1.21% to 1.49%; Crowdstrike Holdings, Inc. 1.56% to 1.83%. Largest decreases: Oracle Corp. 8.68% to 7.64%; ServiceNow, Inc. 5.27% to 4.46%; Adobe, Inc. 8.97% to 8.21%; Fortinet, Inc. 2.34% to 1.87%; Palo Alto Networks, Inc. 3.67% to 3.5%; Electronic Arts, Inc. 1.61% to 1.45%. New: BlackRock Funds III (0.17%). Gone: Black Knight, Inc. (0.44%), N/A (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 22 Nov 2023 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2023-06-30 -- 7 added, 9 dropped, turnover 6.1%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>120 positions became 118: 7 added (1.74% of the fund), 9 dropped (2.22%). Turnover proxy 6.1%. Largest increases: Oracle Corp. 7.52% to 8.68%; Palantir Technologies, Inc. 0.78% to 1.3%; Palo Alto Networks, Inc. 3.18% to 3.67%; ServiceNow, Inc. 4.97% to 5.27%; Datadog, Inc. 0.95% to 1.18%; HubSpot, Inc. 1.1% to 1.25%. Largest decreases: Salesforce, Inc. 8.72% to 8.12%; Intuit, Inc. 6.6% to 6.09%; Microsoft Corp. 8.92% to 8.43%; Activision Blizzard, Inc. 3.21% to 2.87%; Autodesk, Inc. 2.37% to 2.08%; ANSYS, Inc. 1.53% to 1.36%. New: Atlassian Corp. (1.21%), Samsara, Inc. (0.16%), HashiCorp, Inc. (0.12%), Riot Platforms, Inc. (0.1%), Braze, Inc. (0.08%), Sprinklr, Inc. (0.05%). Gone: Paycom Software, Inc. (0.77%), Ceridian HCM Holding, Inc. (0.59%), Paylocity Holding Corp. (0.43%), Qualtrics International, Inc. (0.11%), BlackRock Funds III (0.1%), Sumo Logic, Inc. (0.07%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Aug 2023 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2023-03-31 -- 0 added, 2 dropped, turnover 4.3%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>122 positions became 120: 0 added (0% of the fund), 2 dropped (0.43%). Turnover proxy 4.3%. Largest increases: Palo Alto Networks, Inc. 2.59% to 3.18%; Microsoft Corp. 8.37% to 8.92%; Salesforce, Inc. 8.2% to 8.72%; Cadence Design Systems, Inc. 2.72% to 3.04%; Fortinet, Inc. 1.96% to 2.27%; HubSpot, Inc. 0.87% to 1.1%. Largest decreases: Roper Technologies, Inc. 2.83% to 2.46%; Electronic Arts, Inc. 1.98% to 1.65%; Gen Digital, Inc. 0.77% to 0.51%; Oracle Corp. 7.77% to 7.52%; BILL Holdings, Inc. 0.64% to 0.41%; VMware, Inc. 1.58% to 1.37%. Gone: Coupa Software, Inc. (0.37%), Duck Creek Technologies, Inc. (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 26 May 2023 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2022-12-31 -- 16 added, 12 dropped, turnover 8.4%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>118 positions became 122: 16 added (1.36% of the fund), 12 dropped (3.91%). Turnover proxy 8.4%. Largest increases: Oracle Corp. 5.75% to 7.77%; Adobe, Inc. 6.91% to 8.74%; Roper Technologies, Inc. 2.36% to 2.83%; Fair Isaac Corp. 0.64% to 0.92%; VMware, Inc. 1.36% to 1.58%; Workday, Inc. 1.88% to 2.08%. Largest decreases: Crowdstrike Holdings, Inc. 2.18% to 1.4%; Salesforce, Inc. 8.83% to 8.2%; Palo Alto Networks, Inc. 3.03% to 2.59%; Microsoft Corp. 8.68% to 8.37%; Zscaler, Inc. 0.85% to 0.58%; Datadog, Inc. 1.36% to 1.13%. New: Procore Technologies, Inc. (0.2%), Gitlab, Inc. (0.17%), Freshworks, Inc. (0.15%), Clear Secure, Inc. (0.13%), DoubleVerify Holdings, Inc. (0.1%), Agilysys, Inc. (0.1%). Gone: Trade Desk, Inc. (The) (1.64%), Citrix Systems, Inc. (0.76%), Zendesk, Inc. (0.58%), Avalara, Inc. (0.5%), Ping Identity Holding Corp. (0.13%), Xperi Holding Corp. (0.09%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 24 Feb 2023 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2022-09-30 -- 0 added, 5 dropped, turnover 6.2%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>123 positions became 118: 0 added (0% of the fund), 5 dropped (1.29%). Turnover proxy 6.2%. Largest increases: Salesforce, Inc. 8.07% to 8.83%; Trade Desk, Inc. (The) 1.07% to 1.64%; Intuit, Inc. 6.29% to 6.77%; Cadence Design Systems, Inc. 2.39% to 2.77%; Autodesk, Inc. 2.16% to 2.51%; Workday, Inc. 1.6% to 1.88%. Largest decreases: Adobe, Inc. 7.85% to 6.91%; ServiceNow, Inc. 5.5% to 4.73%; Oracle Corp. 6.35% to 5.75%; Zoom Video Communications, Inc. 1.42% to 1.01%; Activision Blizzard, Inc. 3.51% to 3.28%; Snap, Inc. 0.83% to 0.63%. Gone: CDK Global Inc (0.37%), Sailpoint Technologies Holdings Inc (0.34%), Mandiant Inc (0.3%), Vonage Holdings Corp (0.27%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 28 Nov 2022 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2022-06-30 -- 3 added, 9 dropped, turnover 8.8%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>129 positions became 123: 3 added (2.81% of the fund), 9 dropped (2.54%). Turnover proxy 8.8%. Largest increases: Activision Blizzard Inc 2.8% to 3.51%; ServiceNow Inc 5% to 5.5%; Oracle Corp 5.86% to 6.35%; Synopsys Inc 2.3% to 2.68%; Electronic Arts Inc 1.6% to 1.97%; Cadence Design Systems Inc 2.05% to 2.39%. Largest decreases: Snap Inc 1.75% to 0.83%; Workday Inc 2.08% to 1.6%; Unity Software Inc 0.73% to 0.35%; Adobe Inc 8.22% to 7.85%; Bill.com Holdings Inc 0.94% to 0.59%; Datadog Inc 1.75% to 1.42%. New: Roper Technologies Inc (2.41%), Aspen Technology Inc (0.3%), LiveRamp Holdings Inc (0.1%). Gone: SS&amp;amp;C Technologies Holdings Inc (0.75%), Aspen Technology Inc (0.5%), Zynga Inc (0.44%), Anaplan Inc (0.43%), Mimecast Ltd (0.22%), Bottomline Technologies DE Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Aug 2022 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2022-03-31 -- 2 added, 3 dropped, turnover 5.9%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>130 positions became 129: 2 added (0.11% of the fund), 3 dropped (0.82%). Turnover proxy 5.9%. Largest increases: Activision Blizzard Inc 2.03% to 2.8%; Palo Alto Networks Inc 2.14% to 2.76%; Adobe Inc 7.67% to 8.22%; Crowdstrike Holdings Inc 1.65% to 2.12%; Oracle Corp 5.51% to 5.86%; Splunk Inc 0.73% to 1.06%. Largest decreases: Intuit Inc 7.13% to 6.12%; Zoom Video Communications Inc 1.56% to 1.15%; Autodesk Inc 2.42% to 2.12%; Snap Inc 1.97% to 1.75%; DocuSign Inc 1.17% to 0.95%; Trade Desk Inc/The 1.57% to 1.36%. New: nCino Inc (0.11%), Chicago Mercantile Exchange (0%). Gone: Nuance Communications Inc (0.62%), nCino Inc (0.12%), McAfee Corp (0.08%). 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>IGV: filing for 2021-12-31 -- 16 added, 8 dropped, turnover 9.6%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>122 positions became 130: 16 added (3.45% of the fund), 8 dropped (2.08%). Turnover proxy 9.6%. Largest increases: Intuit Inc 5.77% to 7.13%; Datadog Inc 1.33% to 1.79%; VMware Inc 0.47% to 0.91%; Synopsys Inc 1.79% to 2.2%; Cadence Design Systems Inc 1.64% to 2.02%; Trade Desk Inc/The 1.2% to 1.57%. Largest decreases: Snap Inc 3.03% to 1.97%; salesforce.com Inc 9.28% to 8.22%; DocuSign Inc 1.96% to 1.17%; Zoom Video Communications Inc 2.21% to 1.56%; Palantir Technologies Inc 1.48% to 1.14%; Activision Blizzard Inc 2.36% to 2.03%. New: Unity Software Inc (0.9%), Black Knight Inc (0.5%), UiPath Inc (0.44%), Bentley Systems Inc (0.35%), NCR Corp (0.21%), Confluent Inc (0.18%). Gone: Cloudflare Inc (1.16%), J2 Global Inc (0.26%), FireEye Inc (0.17%), Medallia Inc (0.16%), Cloudera Inc (0.14%), Cornerstone OnDemand Inc (0.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 25 Feb 2022 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2021-09-30 -- 3 added, 5 dropped, turnover 7.8%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>124 positions became 122: 3 added (0.53% of the fund), 5 dropped (1.68%). Turnover proxy 7.8%. Largest increases: salesforce.com Inc 8.2% to 9.28%; Palantir Technologies Inc 0.48% to 1.48%; Bill.com Holdings Inc 0.46% to 0.92%; Snap Inc 2.59% to 3.03%; ServiceNow Inc 4.4% to 4.83%; Datadog Inc 0.92% to 1.33%. Largest decreases: Zoom Video Communications Inc 3.34% to 2.21%; Adobe Inc 8.81% to 7.76%; Activision Blizzard Inc 3.01% to 2.36%; RingCentral Inc 0.95% to 0.69%; DocuSign Inc 2.2% to 1.96%; Trade Desk Inc/The 1.35% to 1.2%. New: Lightspeed Commerce Inc (0.47%), N-Able Inc (0.03%), SolarWinds Corp (0.03%). Gone: Slack Technologies Inc (0.92%), Proofpoint Inc (0.4%), Lightspeed POS Inc (0.31%), SolarWinds Corp (0.05%), Chicago Mercantile Exchange (0%). 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>IGV: filing for 2021-06-30 -- 15 added, 4 dropped, turnover 5.4%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>113 positions became 124: 15 added (1.72% of the fund), 4 dropped (0.7%). Turnover proxy 5.4%. Largest increases: Intuit Inc 4.86% to 5.43%; DocuSign Inc 1.75% to 2.2%; Crowdstrike Holdings Inc 1.59% to 2.03%; Snap Inc 2.25% to 2.59%; Zoom Video Communications Inc 3.04% to 3.34%; Cloudflare Inc 0.61% to 0.82%. Largest decreases: Adobe Inc 9.21% to 8.81%; salesforce.com Inc 8.58% to 8.2%; Activision Blizzard Inc 3.34% to 3.01%; Oracle Corp 6.03% to 5.73%; Workday Inc 2.11% to 1.83%; Cadence Design Systems Inc 1.77% to 1.54%. New: Palantir Technologies Inc (0.48%), Dolby Laboratories Inc (0.26%), Vonage Holdings Corp (0.14%), Riot Blockchain Inc (0.13%), Momentive Global Inc (0.1%), DOMO INC (0.09%). Gone: RealPage Inc (0.36%), 2U Inc (0.13%), Pluralsight Inc (0.11%), SVMK Inc (0.1%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 26 Aug 2021 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2021-03-31 -- 0 added, 0 dropped, turnover 4.1%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>113 positions became 113: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4.1%. Largest increases: Adobe Inc 8.51% to 9.21%; salesforce.com Inc 8.1% to 8.58%; Oracle Corp 5.58% to 6.03%; Intuit Inc 4.54% to 4.86%; Fortinet Inc 0.91% to 1.16%; Snap Inc 2.08% to 2.25%. Largest decreases: ServiceNow Inc 4.89% to 4.54%; RingCentral Inc 1.37% to 1.11%; Trade Desk Inc/The 1.53% to 1.29%; Autodesk Inc 3.06% to 2.82%; Splunk Inc 1.24% to 1.01%; Crowdstrike Holdings Inc 1.81% to 1.59%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 May 2021 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2020-12-31 -- 11 added, 0 dropped, turnover 8.2%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>102 positions became 113: 11 added (4.92% of the fund), 0 dropped (0%). Turnover proxy 8.2%. Largest increases: Snap Inc 1.37% to 2.08%; Trade Desk Inc/The 1.27% to 1.53%; Cloudflare Inc 0.35% to 0.61%; Microsoft Corp 8.35% to 8.57%; Palo Alto Networks Inc 1.38% to 1.54%; Appian Corp 0.14% to 0.28%. Largest decreases: Zoom Video Communications Inc 5.01% to 3.05%; Oracle Corp 6.74% to 5.58%; ServiceNow Inc 5.44% to 4.89%; Splunk Inc 1.75% to 1.24%; Intuit Inc 5% to 4.54%; DocuSign Inc 2.31% to 1.89%. New: Crowdstrike Holdings Inc (1.81%), Slack Technologies Inc (0.94%), Datadog Inc (0.87%), Bill.Com Holdings Inc (0.37%), Lightspeed POS Inc (0.21%), Digital Turbine Inc (0.19%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 25 Feb 2021 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2020-09-30 -- 1 added, 2 dropped, turnover 7.4%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>103 positions became 102: 1 added (0% of the fund), 2 dropped (0.34%). Turnover proxy 7.4%. Largest increases: Zoom Video Communications Inc 0.49% to 5.01%; DocuSign Inc 1.51% to 2.31%; Cloudflare Inc 0.1% to 0.35%; Anaplan Inc 0.27% to 0.5%; ServiceNow Inc 5.22% to 5.44%; Elastic NV 0.21% to 0.38%. Largest decreases: Oracle Corp 7.77% to 6.74%; Autodesk Inc 3.54% to 2.96%; Splunk Inc 2.13% to 1.75%; Electronic Arts Inc 2.58% to 2.2%; Adobe Inc 8.76% to 8.4%; Fortinet Inc 1.24% to 0.93%. New: Chicago Mercantile Exchange (0%). Gone: LogMeIn Inc (0.28%), ForeScout Technologies Inc (0.06%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 25 Nov 2020 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2020-06-30 -- 4 added, 3 dropped, turnover 5.3%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>102 positions became 103: 4 added (0.31% of the fund), 3 dropped (0.15%). Turnover proxy 5.3%. Largest increases: ServiceNow Inc 4.36% to 5.22%; Adobe Inc 8.24% to 8.76%; Coupa Software Inc 0.86% to 1.25%; Snap Inc 0.92% to 1.3%; DocuSign Inc 1.13% to 1.51%; Trade Desk Inc/The 0.75% to 1.12%. Largest decreases: Intuit Inc 5.76% to 5.22%; Citrix Systems Inc 1.6% to 1.16%; Activision Blizzard Inc 4.32% to 3.95%; NortonLifeLock Inc 1.05% to 0.73%; Electronic Arts Inc 2.87% to 2.58%; ANSYS Inc 1.95% to 1.69%. New: Xperi Holding Corp (0.12%), Cloudflare Inc (0.1%), Medallia Inc (0.05%), Ping Identity Holding Corp (0.05%). Gone: TiVo Corp (0.09%), Ebix Inc (0.03%), Benefitfocus Inc (0.03%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Aug 2020 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2020-03-31 -- 0 added, 3 dropped, turnover 4.7%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>105 positions became 102: 0 added (0% of the fund), 3 dropped (0.21%). Turnover proxy 4.7%. Largest increases: Activision Blizzard Inc 3.81% to 4.32%; RingCentral Inc 1.06% to 1.56%; Citrix Systems Inc 1.13% to 1.6%; DocuSign Inc 0.78% to 1.13%; Electronic Arts Inc 2.62% to 2.87%; Zoom Video Communications Inc 0.15% to 0.37%. Largest decreases: Adobe Inc 8.91% to 8.24%; Palo Alto Networks Inc 1.89% to 1.58%; SS&amp;amp;C Technologies Holdings Inc 1.13% to 0.95%; salesforce.com Inc 8.48% to 8.3%; NortonLifeLock Inc 1.22% to 1.05%; CDK Global Inc 0.55% to 0.39%. Gone: Instructure Inc (0.14%), Cision Ltd (0.08%), Chicago Mercantile Exchange (0%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2020 12:00:00 GMT</pubDate></item><item><title>IGV: filing for 2019-12-31 -- 12 added, 2 dropped, turnover 6.4%</title><link>https://themulden.com/funds/igv/</link><guid isPermaLink="true">https://themulden.com/funds/igv/</guid><description>95 positions became 105: 12 added (3.6% of the fund), 2 dropped (1.39%). Turnover proxy 6.4%. Largest increases: Adobe Inc 8.57% to 8.91%; Autodesk Inc 3.08% to 3.37%; Splunk Inc 1.68% to 1.93%; Fortinet Inc 1.03% to 1.27%; salesforce.com Inc 8.27% to 8.48%; RingCentral Inc 0.86% to 1.06%. Largest decreases: Oracle Corp 8.8% to 7.76%; Intuit Inc 6.56% to 5.69%; Workday Inc 2.61% to 2.25%; Synopsys Inc 1.96% to 1.75%; Microsoft Corp 8.72% to 8.51%; Take-Two Interactive Software Inc 1.35% to 1.16%. New: NortonLifeLock Inc (1.22%), DocuSign Inc (0.78%), Anaplan Inc (0.38%), Zscaler Inc (0.25%), Elastic NV (0.18%), Zoom Video Communications Inc (0.15%). Gone: Symantec Corp (1.28%), Pivotal Software Inc (0.12%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 27 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>