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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	4,331	-51	-1%	$1.3T
2	2 Amazon AMZN $2.74T	4,042	-124	-3%	$658B
3	3 Walmart Inc WMT $922B	2,620	-109	-4%	$106B
4	4 Alibaba BABA $277B	1,305	-16	-1%	$45.3B
5	5 Uber UBER $142B	1,047	-146	-12%	$29.7B
6	6 eBay EBAY $52B	930	-83	-8%	$19.9B
7	7 Mercado Libre MELI $93.2B	834	-75	-8%	$25.2B
8	8 Copart CPRT $24.3B	822	+18	+2%	$21B
9	9 Etsy ETSY $7.61B	668	-120	-15%	$9.24B
10	10 Sea Limited SE $58.4B	594	-80	-12%	$19.9B
11	11 CoStar Group CSGP $12.2B	590	+2	+0.3%	$23B
12	12 JD.com JD $36B	581	+14	+2%	$17.5B
13	13 News Corp Class A NWSA $15.9B	416	-3	-0.7%	$5.85B
14	14 DoorDash DASH $79.7B	396	+2	+0.5%	$18.3B
15	15 Pinduoduo PDD $116B	393	+40	+11%	$17.7B
16	16 Zillow Z $6.37B	392	-58	-13%	$5.61B
17	IAA 17 DELISTED IAA, Inc. Common Stock IAA	328	-9	-3%	$4.43B
18	18 Coupang CPNG $25.9B	317	-9	-3%	$16.2B
19	19 RB Global RBA $16.3B	306	+33	+12%	$6.01B
20	20 Fiverr FVRR $307M	263	-63	-19%	$672M
21	21 Zillow ZG $6.58B	257	-46	-15%	$1.59B
22	FTCH 22 DELISTED Farfetch Limited Class A Ordinary Shares FTCH	246	-33	-12%	$2.09B
23	23 Shutterstock SSTK $149M	231	-9	-4%	$1.48B
24	24 KE Holdings BEKE $19.2B	229	+20	+10%	$8.02B
25	25 Upwork UPWK $1.05B	225	-8	-3%	$2.09B