None this window โ no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction โ accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 10.211% | +0.183% | 1,720,360 | +49,980 |
| 2 | TEM | TEMPUS AI INC-CL A | 5.884% | +0.333% | 6,553,228 | +190,414 |
| 3 | CRSP | CRISPR THERAPEUTICS AG | 4.997% | -0.323% | 6,074,684 | +176,547 |
| 4 | HOOD | ROBINHOOD MARKETS INC - A | 4.824% | -0.291% | 2,870,733 | -87,125 |
| 5 | SHOP | SHOPIFY INC - CLASS A | 4.482% | +0.086% | 2,492,374 | +72,422 |
| 6 | SPCX | SPACE EXPLORATION TECHN-CL A | 4.325% | +0.054% | 1,946,984 | +56,546 |
| 7 | AMD | ADVANCED MICRO DEVICES | 4.319% | +0.095% | 541,054 | +5,249 |
| 8 | COIN | COINBASE GLOBAL INC -CLASS A | 3.838% | -0.073% | 1,659,184 | +48,216 |
| 9 | BEAM | BEAM THERAPEUTICS INC | 3.429% | -0.148% | 6,557,417 | +190,561 |
| 10 | RBLX | ROBLOX CORP -CLASS A | 3.403% | +0.035% | 4,130,869 | +120,050 |
| 11 | TWST | TWIST BIOSCIENCE CORP | 3.305% | +0.060% | 2,416,836 | +33,410 |
| 12 | TXG | 10X GENOMICS INC-CLASS A | 3.247% | +0.300% | 5,159,986 | -2,185 |
| 13 | CRCL | CIRCLE INTERNET GROUP INC | 3.121% | +0.057% | 3,393,040 | +253,337 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC-A | 2.861% | -0.109% | 1,518,517 | +44,100 |
| 15 | NTLA | INTELLIA THERAPEUTICS INC | 2.612% | -0.274% | 11,586,898 | +336,728 |
| 16 | AMZN | AMAZON.COM INC | 2.408% | +0.002% | 667,549 | +19,355 |
| 17 | CRWV | COREWEAVE INC-CL A | 2.195% | -0.036% | 1,676,186 | +48,706 |
| 18 | GOOG | ALPHABET INC-CL C | 1.864% | -0.038% | 358,414 | +10,388 |
| 19 | XYZ | BLOCK INC | 1.831% | -0.003% | 1,619,970 | +47,040 |
| 20 | BLSH | BULLISH | 1.669% | -0.070% | 4,609,867 | +133,966 |