<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>WCLD filings -- what changed, from SEC Form N-PORT | Mulden</title><description>Each N-PORT filing of WCLD 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>WCLD: filing for 2026-06-30 -- 0 added, 0 dropped, turnover 12.8%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>65 positions became 65: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 12.8%. Largest increases: DATADOG INC 1.59% to 2.99%; PALO ALTO NETWORKS INC 1.68% to 3.04%; JFROG LTD 1.94% to 3.2%; DIGITALOCEAN HOLDINGS INC 2.1% to 3.28%; TENABLE HOLDINGS INC 1.33% to 2.46%; CROWDSTRIKE HOLDINGS INC 1.57% to 2.61%. Largest decreases: WIX.COM LTD 2.09% to 0.9%; FASTLY INC 2.51% to 1.35%; PROCORE TECHNOLOGIES INC 1.69% to 1.03%; KLAVIYO INC 1.75% to 1.16%; HUBSPOT INC 1.63% to 1.04%; BLACKLINE INC 1.6% to 1.03%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 31 Aug 2026 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2026-03-31 -- 1 added, 5 dropped, turnover 12.6%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>69 positions became 65: 1 added (1.26% of the fund), 5 dropped (8.79%). Turnover proxy 12.6%. Largest increases: Wix.com Limited 1.18% to 2.09%; Paycom Software Inc 1.04% to 1.66%; Fastly Inc. 2.08% to 2.51%; Cloudflare Inc 1.39% to 1.82%; Nutanix Inc 1.07% to 1.49%; Veeva Systems Inc 1.13% to 1.52%. Largest decreases: MongoDB Inc. 2.73% to 1.11%; BILL Holdings Inc 1.91% to 1.29%; UiPath Inc. 2.12% to 1.6%; Snowflake Inc 1.56% to 1.36%; Agilysys Inc 1.59% to 1.41%; Twilio Inc 1.91% to 1.73%. New: Figma Inc. (1.26%). Gone: Confluent Inc (2.41%), SEMrush Holdings Inc (2.24%), Clearwater Analytics Holdings (1.78%), Onestream Inc (1.23%), Sprout Social Inc (1.13%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 01 Jun 2026 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2025-12-31 -- 0 added, 1 dropped, turnover 8%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>70 positions became 69: 0 added (0% of the fund), 1 dropped (1.82%). Turnover proxy 8%. Largest increases: SEMrush Holdings Inc 1.3% to 2.24%; Confluent Inc 1.55% to 2.41%; MongoDB Inc 1.97% to 2.73%; DigitalOcean Holdings Inc 1.53% to 2.2%; Twilio Inc 1.31% to 1.91%; JFrog Ltd 1.46% to 1.96%. Largest decreases: Wix.com Ltd 1.98% to 1.18%; Nutanix Inc 1.51% to 1.07%; Veeva Systems Inc 1.48% to 1.13%; Zscaler Inc 1.51% to 1.16%; Monday.com Ltd 1.53% to 1.19%; Paycom Software Inc 1.33% to 1.04%. Gone: Dayforce Inc (1.82%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 Feb 2026 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2025-09-30 -- 7 added, 6 dropped, turnover 18.5%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>69 positions became 70: 7 added (9.91% of the fund), 6 dropped (10%). Turnover proxy 18.5%. Largest increases: MongoDB Inc 1.17% to 1.97%; Wix.com Ltd 1.23% to 1.98%; Dayforce Inc 1.32% to 1.82%; BILL Holdings Inc 1.34% to 1.83%; Braze Inc 1.09% to 1.55%; DigitalOcean Holdings Inc 1.12% to 1.53%. Largest decreases: Zscaler Inc 2.43% to 1.51%; Rubrik Inc 1.98% to 1.33%; Toast Inc 1.81% to 1.16%; Palantir Technologies Inc 2.07% to 1.43%; Cloudflare Inc 1.98% to 1.5%; Veeva Systems Inc 1.96% to 1.48%. New: Cellebrite DI Ltd (1.65%), Nutanix Inc (1.51%), SailPoint Inc (1.5%), Agilysys Inc (1.38%), ServiceTitan Inc (1.35%), SEMrush Holdings Inc (1.3%). Gone: Olo Inc (2%), Dropbox Inc (1.65%), CyberArk Software Ltd (1.64%), AvidXchange Holdings Inc (1.63%), Box Inc (1.57%), PayPal Holdings Inc (1.51%). 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>WCLD: filing for 2025-06-30 -- 0 added, 0 dropped, turnover 7.1%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>69 positions became 69: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.1%. Largest increases: Zscaler Inc 1.72% to 2.43%; Cloudflare Inc 1.27% to 1.98%; Palantir Technologies Inc 1.43% to 2.07%; Snowflake Inc 1.41% to 1.94%; Olo Inc 1.51% to 2%; Rubrik Inc 1.5% to 1.98%. Largest decreases: Braze Inc 1.56% to 1.09%; Weave Communications Inc 1.33% to 0.89%; PagerDuty Inc 1.73% to 1.3%; Clearwater Analytics Holdings 1.47% to 1.08%; DigitalOcean Holdings Inc 1.46% to 1.12%; Intapp Inc 1.52% to 1.2%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 Aug 2025 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2025-03-31 -- 10 added, 6 dropped, turnover 20.9%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>65 positions became 69: 10 added (14.53% of the fund), 6 dropped (9.36%). Turnover proxy 20.9%. Largest increases: Okta Inc 1.03% to 1.94%; PagerDuty Inc 1.21% to 1.73%; Zscaler Inc 1.21% to 1.72%; Adobe Inc 1.04% to 1.48%; Sprinklr Inc 1.22% to 1.61%; Tenable Holdings Inc 1.22% to 1.57%. Largest decreases: Twilio Inc 2.28% to 1.47%; Asana Inc 1.98% to 1.2%; Atlassian Corp 2.04% to 1.27%; BILL Holdings Inc 2.23% to 1.49%; AvePoint Inc 1.98% to 1.4%; Five9 Inc 1.6% to 1.11%. New: SPS Commerce Inc (1.61%), Dayforce Inc (1.55%), Intapp Inc (1.52%), CyberArk Software Ltd (1.51%), Olo Inc (1.51%), Rubrik Inc (1.5%). Gone: Zoom Communications Inc (1.82%), Block Inc (1.67%), Amplitude Inc (1.59%), ZoomInfo Technologies Inc (1.49%), Zuora Inc (1.46%), BigCommerce Holdings Inc (1.33%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 30 May 2025 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2024-12-31 -- 1 added, 1 dropped, turnover 7.5%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>65 positions became 65: 1 added (0.16% of the fund), 1 dropped (1.68%). Turnover proxy 7.5%. Largest increases: Twilio Inc 1.59% to 2.28%; Asana Inc 1.3% to 1.98%; BILL Holdings Inc 1.61% to 2.23%; Atlassian Corp 1.54% to 2.04%; DocuSign Inc 1.64% to 2.05%; AvePoint Inc 1.63% to 1.98%. Largest decreases: DigitalOcean Holdings Inc 1.61% to 1.17%; Monday.com Ltd 1.59% to 1.16%; MongoDB Inc 1.62% to 1.2%; Samsara Inc 1.84% to 1.44%; Adobe Inc 1.4% to 1.04%; SentinelOne Inc 1.55% to 1.24%. New: DREYFUS TRSY OBLIG CASH M (0.16%). Gone: Smartsheet Inc (1.68%). 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>WCLD: filing for 2024-09-30 -- 2 added, 4 dropped, turnover 12.8%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>67 positions became 65: 2 added (3.15% of the fund), 4 dropped (5.95%). Turnover proxy 12.8%. Largest increases: Fastly Inc 0.79% to 1.76%; UiPath Inc 0.86% to 1.61%; MongoDB Inc 0.91% to 1.62%; Gitlab Inc 1.15% to 1.7%; Amplitude Inc 1.06% to 1.56%; Freshworks Inc 1.04% to 1.5%. Largest decreases: Q2 Holdings Inc 2.4% to 1.66%; Okta Inc 1.78% to 1.15%; Wix.com Ltd 2.11% to 1.53%; AvePoint Inc 2.2% to 1.63%; Zuora Inc 2.01% to 1.46%; Elastic NV 1.49% to 1.06%. New: Dynatrace Inc (1.62%), Palo Alto Networks Inc (1.53%). Gone: Squarespace Inc (2.34%), Yext Inc (1.43%), Olo Inc (1.25%), Definitive Healthcare Corp (0.93%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 27 Nov 2024 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2024-06-30 -- 0 added, 0 dropped, turnover 6.6%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>67 positions became 67: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 6.6%. Largest increases: AvePoint Inc 1.52% to 2.2%; Squarespace Inc 1.77% to 2.34%; Q2 Holdings Inc 1.9% to 2.4%; Crowdstrike Holdings Inc 1.49% to 1.97%; Wix.com Ltd 1.65% to 2.11%; Smartsheet Inc 1.35% to 1.71%. Largest decreases: UiPath Inc 1.39% to 0.86%; Sprout Social Inc 1.42% to 0.93%; Fastly Inc 1.26% to 0.79%; Paycom Software Inc 1.6% to 1.27%; Definitive Healthcare Corp 1.24% to 0.93%; Block Inc 1.98% to 1.66%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Wed, 28 Aug 2024 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2024-03-31 -- 2 added, 5 dropped, turnover 14.5%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>70 positions became 67: 2 added (2.99% of the fund), 5 dropped (5.97%). Turnover proxy 14.5%. Largest increases: BILL Holdings Inc 0.91% to 1.66%; Paycom Software Inc 0.91% to 1.6%; Toast Inc 1.04% to 1.71%; Box Inc 1.05% to 1.67%; Yext Inc 0.86% to 1.47%; Zuora Inc 1.17% to 1.67%. Largest decreases: SentinelOne Inc 2.35% to 1.21%; Elastic NV 2.33% to 1.19%; Zscaler Inc 2.02% to 1.17%; UiPath Inc 2.08% to 1.39%; Crowdstrike Holdings Inc 2.16% to 1.49%; Snowflake Inc 1.67% to 1.07%. New: Samsara Inc (1.68%), Klaviyo Inc (1.31%). Gone: Weave Communications Inc (1.35%), 8x8 Inc (1.34%), Everbridge Inc (1.31%), Vimeo Inc (1.22%), Domo Inc (0.75%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 30 May 2024 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2023-12-31 -- 0 added, 1 dropped, turnover 7.4%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>71 positions became 70: 0 added (0% of the fund), 1 dropped (1.45%). Turnover proxy 7.4%. Largest increases: SentinelOne Inc 1.67% to 2.35%; Block Inc 1.11% to 1.69%; Crowdstrike Holdings Inc 1.64% to 2.16%; UiPath Inc 1.65% to 2.08%; Elastic NV 1.95% to 2.33%; Zscaler Inc 1.65% to 2.02%. Largest decreases: BILL Holdings Inc 1.41% to 0.91%; Paycom Software Inc 1.33% to 0.91%; Confluent Inc 1.32% to 0.9%; Sprinklr Inc 1.44% to 1.08%; Paylocity Holding Corp 1.37% to 1.07%; Veeva Systems Inc 1.57% to 1.28%. Gone: New Relic Inc (1.45%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 29 Feb 2024 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2023-09-30 -- 5 added, 1 dropped, turnover 12.8%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>67 positions became 71: 5 added (5.88% of the fund), 1 dropped (0.59%). Turnover proxy 12.8%. Largest increases: Sprout Social Inc 1.05% to 1.55%; BlackLine Inc 1.04% to 1.54%; Elastic NV 1.47% to 1.95%; Clearwater Analytics Holdings Inc 1.15% to 1.62%; Amplitude Inc 1.05% to 1.46%; SentinelOne Inc 1.32% to 1.67%. Largest decreases: MongoDB Inc 2.68% to 1.42%; Yext Inc 2.2% to 1.07%; C3.ai Inc 2.12% to 1.2%; Asana Inc 1.96% to 1.3%; Confluent Inc 1.93% to 1.32%; Shopify Inc 2.06% to 1.48%. New: AvePoint Inc (1.46%), Sprinklr Inc (1.44%), Weave Communications Inc (1.12%), 8x8 Inc (1.04%), Domo Inc (0.83%). Gone: 2U Inc (0.59%). 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>WCLD: filing for 2023-06-30 -- 0 added, 3 dropped, turnover 10.1%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>70 positions became 67: 0 added (0% of the fund), 3 dropped (4.81%). Turnover proxy 10.1%. Largest increases: MongoDB Inc 1.54% to 2.68%; Confluent Inc 1.33% to 1.93%; BILL Holdings Inc 1.24% to 1.74%; Shopify Inc 1.56% to 2.06%; Gitlab Inc 1.07% to 1.56%; Appfolio Inc 1.34% to 1.82%. Largest decreases: PagerDuty Inc 1.62% to 1.02%; 2U Inc 1.02% to 0.59%; Wix.com Ltd 1.65% to 1.27%; Sprout Social Inc 1.41% to 1.05%; Okta Inc 1.65% to 1.3%; Everbridge Inc 1.4% to 1.07%. Gone: Momentive Global Inc (1.81%), Qualtrics International Inc (1.57%), Sumo Logic Inc (1.42%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Aug 2023 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2023-03-31 -- 0 added, 5 dropped, turnover 13.1%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>75 positions became 70: 0 added (0% of the fund), 5 dropped (5.49%). Turnover proxy 13.1%. Largest increases: C3.ai Inc 0.94% to 1.99%; Asana Inc 1.04% to 1.91%; Crowdstrike Holdings Inc 0.92% to 1.7%; Atlassian Corp 0.8% to 1.44%; Braze Inc 0.95% to 1.56%; DigitalOcean Holdings Inc 0.97% to 1.57%. Largest decreases: AvidXchange Holdings Inc 1.96% to 1.09%; Clearwater Analytics Holdings Inc 2.02% to 1.18%; Box Inc 1.71% to 1.16%; Yext Inc 2.35% to 1.9%; 2U Inc 1.38% to 1.02%; Toast Inc 1.64% to 1.29%. Gone: Coupa Software Inc (1.95%), Sprinklr Inc (1.16%), Domo Inc (0.84%), Blend Labs Inc (0.78%), CS Disco Inc (0.76%). 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>WCLD: filing for 2022-12-31 -- 1 added, 1 dropped, turnover 9.1%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>75 positions became 75: 1 added (0.8% of the fund), 1 dropped (1.22%). Turnover proxy 9.1%. Largest increases: Yext Inc 1.51% to 2.35%; Coupa Software Inc 1.36% to 1.95%; Shopify Inc 1.23% to 1.68%; Box Inc 1.26% to 1.71%; AvidXchange Holdings Inc 1.56% to 1.96%; Momentive Global Inc 1.23% to 1.58%. Largest decreases: SentinelOne Inc 1.51% to 0.92%; Asana Inc 1.58% to 1.04%; BigCommerce Holdings Inc 1.26% to 0.79%; Crowdstrike Holdings Inc 1.35% to 0.92%; Zscaler Inc 1.55% to 1.12%; CS Disco Inc 1.13% to 0.76%. New: Atlassian Corp (0.8%). Gone: Atlassian Corp PLC (1.22%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 28 Feb 2023 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2022-09-30 -- 6 added, 6 dropped, turnover 18.8%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>75 positions became 75: 6 added (7.34% of the fund), 6 dropped (7.35%). Turnover proxy 18.8%. Largest increases: Asana Inc 0.53% to 1.58%; Snowflake Inc 0.98% to 1.72%; RingCentral Inc 0.69% to 1.37%; Blend Labs Inc 0.5% to 1.12%; Workiva Inc 1.24% to 1.72%; Olo Inc 1.17% to 1.64%. Largest decreases: Definitive Healthcare Corp 2.03% to 1.17%; 2U Inc 2.05% to 1.29%; C3.ai Inc 1.67% to 0.99%; Qualys Inc 2.07% to 1.42%; Crowdstrike Holdings Inc 1.98% to 1.35%; Box Inc 1.87% to 1.26%. New: AvidXchange Holdings Inc (1.56%), Toast Inc (1.43%), Momentive Global Inc (1.23%), Braze Inc (1.14%), Five9 Inc (1.06%), MongoDB Inc (0.92%). Gone: Avalara Inc (1.47%), Agora Inc (1.42%), Enfusion Inc (1.27%), Zendesk Inc (1.22%), Riskified Ltd (1.2%), VTEX (0.78%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 29 Nov 2022 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2022-06-30 -- 0 added, 1 dropped, turnover 9.7%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>76 positions became 75: 0 added (0% of the fund), 1 dropped (1.88%). Turnover proxy 9.7%. Largest increases: Definitive Healthcare Corp 1.44% to 2.03%; Gitlab Inc 1.14% to 1.68%; Blackline Inc 1.31% to 1.8%; Dropbox Inc 1.29% to 1.78%; Zoom Video Communications Inc 1.19% to 1.66%; Qualys Inc 1.61% to 2.07%. Largest decreases: Cloudflare Inc 1.6% to 0.88%; Block Inc 1.79% to 1.21%; Qualtrics International Inc 1.29% to 0.84%; Shopify Inc 1.32% to 0.92%; Bill.com Holdings Inc 1.3% to 0.95%; RingCentral Inc 1.02% to 0.69%. Gone: Anaplan Inc (1.88%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 11 Aug 2022 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2022-03-31 -- 21 added, 3 dropped, turnover 29.4%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>58 positions became 76: 21 added (25.29% of the fund), 3 dropped (6.32%). Turnover proxy 29.4%. Largest increases: 2U Inc 1.06% to 1.79%; Block Inc 1.16% to 1.79%; Domo Inc 1.03% to 1.54%; Anaplan Inc 1.48% to 1.88%; Everbridge Inc 0.88% to 1.24%; Sprout Social Inc 1.65% to 1.96%. Largest decreases: New Relic Inc 2.82% to 1.34%; Datadog Inc 2.56% to 1.23%; Snowflake Inc 2.4% to 1.08%; Zscaler Inc 2.47% to 1.23%; Asana Inc 1.89% to 0.81%; Bill.com Holdings Inc 2.26% to 1.3%. New: ZoomInfo Technologies Inc (1.48%), Clearwater Analytics Holdings Inc (1.48%), Definitive Healthcare Corp (1.44%), DigitalOcean Holdings Inc (1.42%), CS Disco Inc (1.33%), Sprinklr Inc (1.31%). Gone: Mimecast Ltd (2.55%), Momentive Global Inc (2.05%), nCino Inc (1.72%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 27 May 2022 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2021-12-31 -- 0 added, 0 dropped, turnover 8.9%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>58 positions became 58: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 8.9%. Largest increases: New Relic Inc 1.66% to 2.82%; Datadog Inc 1.83% to 2.56%; Mimecast Ltd 1.83% to 2.55%; Zscaler Inc 1.82% to 2.47%; Qualys Inc 1.73% to 2.37%; Tenable Holdings Inc 1.93% to 2.56%. Largest decreases: Everbridge Inc 1.78% to 0.88%; Agora Inc 1.82% to 1.12%; 2U Inc 1.62% to 1.06%; Domo Inc 1.59% to 1.03%; DocuSign Inc 1.54% to 1.01%; Asana Inc 2.37% to 1.89%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Thu, 10 Feb 2022 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2021-09-30 -- 3 added, 3 dropped, turnover 13.2%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>58 positions became 58: 3 added (4.85% of the fund), 3 dropped (5.47%). Turnover proxy 13.2%. Largest increases: Agora Inc 0.76% to 1.82%; nCino Inc 1.33% to 2.01%; Anaplan Inc 1.14% to 1.77%; Coupa Software Inc 1.28% to 1.74%; Snowflake Inc 1.51% to 1.93%; Sumo Logic Inc 1.01% to 1.42%. Largest decreases: Box Inc 2.56% to 1.62%; Cloudflare Inc 2.4% to 1.61%; Dropbox Inc 2.4% to 1.62%; Adobe Inc 2.27% to 1.53%; Domo Inc 2.18% to 1.59%; DocuSign Inc 1.97% to 1.54%. New: C3.ai Inc (1.73%), Qualtrics International Inc (1.64%), UiPath Inc (1.47%). Gone: Proofpoint Inc (2.32%), Five9 Inc (1.8%), Medallia Inc (1.35%). 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>WCLD: filing for 2021-06-30 -- 1 added, 1 dropped, turnover 7.7%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>58 positions became 58: 1 added (1.75% of the fund), 1 dropped (1.79%). Turnover proxy 7.7%. Largest increases: Asana Inc 1.48% to 2.78%; Cloudflare Inc 1.82% to 2.4%; Sprout Social Inc 1.59% to 2.12%; DOMO INC 1.75% to 2.18%; Proofpoint Inc 1.94% to 2.32%; Crowdstrike Holdings Inc 1.63% to 1.96%. Largest decreases: Fastly Inc 1.77% to 1.33%; nCino Inc 1.77% to 1.33%; Qualys Inc 2.18% to 1.78%; Workday Inc 1.93% to 1.56%; Paycom Software Inc 1.98% to 1.65%; Agora Inc 1.09% to 0.76%. New: Momentive Global Inc (1.75%). Gone: SVMK Inc (1.79%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 09 Aug 2021 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2021-03-31 -- 7 added, 3 dropped, turnover 17.2%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>54 positions became 58: 7 added (10.26% of the fund), 3 dropped (5.6%). Turnover proxy 17.2%. Largest increases: Box Inc 1.45% to 2.64%; Dropbox Inc 1.59% to 2.42%; Adobe Inc 1.51% to 2.11%; Qualys Inc 1.63% to 2.18%; New Relic Inc 1.61% to 2.07%; Wix.com Ltd 1.25% to 1.7%. Largest decreases: Crowdstrike Holdings Inc 2.72% to 1.63%; Cloudflare Inc 2.79% to 1.82%; Blackline Inc 2.54% to 1.76%; Workiva Inc 2.38% to 1.66%; Anaplan Inc 2.1% to 1.37%; DOMO INC 2.43% to 1.75%. New: nCino Inc (1.77%), BigCommerce Holdings Inc (1.74%), Snowflake Inc (1.68%), Asana Inc (1.48%), JFrog Ltd (1.41%), Sumo Logic Inc (1.09%). Gone: Slack Technologies Inc (2.09%), RealPage Inc (2.07%), Pluralsight Inc (1.44%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 28 May 2021 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2020-12-31 -- 0 added, 0 dropped, turnover 7.1%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>54 positions became 54: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 7.1%. Largest increases: Cloudflare Inc 1.86% to 2.79%; Workiva Inc 1.78% to 2.38%; DOMO INC 1.84% to 2.43%; Crowdstrike Holdings Inc 2.26% to 2.72%; Slack Technologies Inc 1.67% to 2.09%; Blackline Inc 2.12% to 2.54%. Largest decreases: Zoom Video Communications Inc 2.94% to 1.66%; salesforce.com Inc 2.18% to 1.54%; Datadog Inc 2.2% to 1.63%; Fastly Inc 2.02% to 1.46%; Veeva Systems Inc 1.87% to 1.47%; Adobe Inc 1.88% to 1.51%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Tue, 09 Feb 2021 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2020-09-30 -- 3 added, 1 dropped, turnover 15%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>52 positions became 54: 3 added (5.67% of the fund), 1 dropped (0.91%). Turnover proxy 15%. Largest increases: Anaplan Inc 1.03% to 2.31%; salesforce.com Inc 1.43% to 2.18%; Zendesk Inc 1.47% to 2.12%; Paylocity Holding Corp 1.5% to 2.13%; Workday Inc 1.48% to 2.02%; Mimecast Ltd 1.29% to 1.82%. Largest decreases: Fastly Inc 5.35% to 2.02%; Wix.com Ltd 2.71% to 1.59%; Zscaler Inc 2.92% to 1.89%; DocuSign Inc 2.82% to 1.84%; Twilio Inc 2.59% to 1.75%; Shopify Inc 2.63% to 1.81%. New: Sprout Social Inc (2.11%), Bill.Com Holdings Inc (1.84%), SVMK Inc (1.72%). Gone: j2 Global Inc (0.91%). 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>WCLD: filing for 2020-06-30 -- 0 added, 0 dropped, turnover 10.5%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>52 positions became 52: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 10.5%. Largest increases: Fastly Inc 1.92% to 5.35%; Wix.com Ltd 1.71% to 2.71%; Twilio Inc 1.63% to 2.59%; Datadog Inc 1.84% to 2.76%; DOMO INC 0.93% to 1.71%; Shopify Inc 1.91% to 2.63%. Largest decreases: j2 Global Inc 1.82% to 0.91%; Qualys Inc 2.34% to 1.65%; Dropbox Inc 2% to 1.4%; Everbridge Inc 2.48% to 1.88%; Proofpoint Inc 1.9% to 1.3%; Slack Technologies Inc 2.16% to 1.58%. Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 10 Aug 2020 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2020-03-31 -- 6 added, 2 dropped, turnover 19.3%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>48 positions became 52: 6 added (12.42% of the fund), 2 dropped (5.02%). Turnover proxy 19.3%. Largest increases: Zoom Video Communications Inc 1.53% to 3.49%; Zscaler Inc 1.2% to 2.61%; Pagerduty Inc 1.4% to 1.92%; Veeva Systems Inc 1.83% to 2.31%; Everbridge Inc 2.02% to 2.48%; Atlassian Corp PLC 1.76% to 2.19%. Largest decreases: 2U Inc 3.01% to 2.01%; Pluralsight Inc 2.28% to 1.3%; Zuora Inc 2.2% to 1.25%; DocuSign Inc 3.44% to 2.52%; Paylocity Holding Corp 2.41% to 1.53%; DOMO INC 1.78% to 0.93%. New: Cloudflare Inc (2.83%), Slack Technologies Inc (2.16%), Crowdstrike Holdings Inc (2.14%), Fastly Inc (1.92%), Datadog Inc (1.84%), Medallia Inc (1.54%). Gone: LogMeIn Inc (2.62%), Instructure Inc (2.4%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Fri, 29 May 2020 12:00:00 GMT</pubDate></item><item><title>WCLD: filing for 2019-12-31 -- 0 added, 2 dropped, turnover 8.1%</title><link>https://themulden.com/funds/wcld/</link><guid isPermaLink="true">https://themulden.com/funds/wcld/</guid><description>50 positions became 48: 0 added (0% of the fund), 2 dropped (4.74%). Turnover proxy 8.1%. Largest increases: 2U Inc 2.09% to 3.01%; RingCentral Inc 1.94% to 2.53%; DocuSign Inc 2.95% to 3.44%; Shopify Inc 1.85% to 2.31%; Paycom Software Inc 1.85% to 2.28%; DOMO INC 1.35% to 1.78%. Largest decreases: Elastic NV 2.07% to 1.57%; RealPage Inc 2.19% to 1.82%; Pagerduty Inc 1.74% to 1.4%; Dropbox Inc 2.47% to 2.13%; Proofpoint Inc 2.34% to 2.04%; Twilio Inc 1.89% to 1.64%. Gone: Carbon Black Inc (2.45%), Carbonite Inc (2.29%). Weights are shares of the fund&apos;s own investments, securities-lending collateral excluded; positions matched on identifiers.</description><pubDate>Mon, 10 Feb 2020 12:00:00 GMT</pubDate></item></channel></rss>