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Marketplaces

A marketplace does not own the goods it sells; it matches third party sellers with buyers and takes a fee. The economics are asset light and depend on keeping both sides of the platform in balance.

106 stocks

#	Name	Funds holding	Growth	Growth %	Fund value
1	1 Apple AAPL $5.01T	4,394	+545	+14%	$1.69T
2	2 Amazon AMZN $2.74T	4,201	+494	+13%	$1T
3	3 Walmart Inc WMT $922B	2,729	+244	+10%	$128B
4	4 Alibaba BABA $277B	1,412	-129	-8%	$56.7B
5	5 Uber UBER $142B	1,230	+137	+13%	$60.2B
6	6 eBay EBAY $52B	1,114	+40	+4%	$34.6B
7	7 Mercado Libre MELI $93.2B	941	0	0%	$54B
8	8 Etsy ETSY $7.61B	879	+75	+9%	$25.1B
9	9 Copart CPRT $24.3B	847	+68	+9%	$29.1B
10	10 Sea Limited SE $58.4B	816	+1	+0.1%	$64.7B
11	11 JD.com JD $36B	667	+10	+2%	$24.7B
12	12 CoStar Group CSGP $12.2B	632	+39	+7%	$29.6B
13	13 Zillow Z $6.37B	470	-31	-6%	$12.2B
14	14 News Corp Class A NWSA $15.9B	426	+17	+4%	$8.41B
15	15 DoorDash DASH $79.7B	409	+50	+14%	$38.6B
16	IAA 16 DELISTED IAA, Inc. Common Stock IAA	367	+10	+3%	$6.81B
17	17 Pinduoduo PDD $116B	362	-33	-8%	$15.7B
18	18 Fiverr FVRR $307M	349	-3	-0.9%	$2.4B
19	19 Coupang CPNG $25.9B	332	+10	+3%	$37.9B
20	20 Zillow ZG $6.58B	328	+10	+3%	$3.25B
21	FTCH 21 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	295	-10	-3%	$11.1B
22	22 RB Global RBA $16.3B	288	+21	+8%	$5.56B
23	23 DELISTED Redfin RDFN	273	-3	-1%	$3.76B
24	24 Upwork UPWK $1.05B	269	-9	-3%	$3.27B
25	25 Yelp YELP $1.06B	246	+13	+6%	$2.28B