None this window โ no structural change.
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 | 10.544% | +0.333% | 2,192,620 | +472,260 |
| 2 | TEM | TEMPUS AI INC-CL A | 5.736% | -0.148% | 8,352,446 | +1,799,218 |
| 3 | CRSP | CRISPR THERAPEUTICS AG | 4.872% | -0.125% | 7,742,873 | +1,668,189 |
| 4 | SHOP | SHOPIFY INC - CLASS A | 4.591% | +0.109% | 3,176,688 | +684,314 |
| 5 | AMD | ADVANCED MICRO DEVICES | 4.454% | +0.135% | 676,956 | +135,902 |
| 6 | SPCX | SPACE EXPLORATION TECHN-CL A | 4.370% | +0.045% | 2,550,200 | +603,216 |
| 7 | COIN | COINBASE GLOBAL INC -CLASS A | 4.087% | +0.249% | 2,178,503 | +519,319 |
| 8 | HOOD | ROBINHOOD MARKETS INC - A | 3.791% | -1.034% | 2,870,733 | โ |
| 9 | RBLX | ROBLOX CORP -CLASS A | 3.437% | +0.034% | 5,265,219 | +1,134,350 |
| 10 | CRCL | CIRCLE INTERNET GROUP INC | 3.373% | +0.252% | 4,324,596 | +931,556 |
| 11 | TWST | TWIST BIOSCIENCE CORP | 3.290% | -0.015% | 3,078,330 | +661,494 |
| 12 | TXG | 10X GENOMICS INC-CLASS A | 3.234% | -0.013% | 6,418,174 | +1,258,188 |
| 13 | BEAM | BEAM THERAPEUTICS INC | 3.221% | -0.208% | 8,358,024 | +1,800,607 |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC-A | 2.894% | +0.033% | 1,935,217 | +416,700 |
| 15 | NTLA | INTELLIA THERAPEUTICS INC | 2.476% | -0.136% | 14,768,634 | +3,181,736 |
| 16 | AMZN | AMAZON.COM INC | 2.461% | +0.053% | 850,434 | +182,885 |
| 17 | CRWV | COREWEAVE INC-CL A | 2.239% | +0.044% | 2,136,408 | +460,222 |
| 18 | GOOG | ALPHABET INC-CL C | 1.912% | +0.048% | 456,570 | +98,156 |
| 19 | XYZ | BLOCK INC | 1.882% | +0.051% | 2,064,450 | +444,480 |
| 20 | CBRS | CEREBRAS SYSTEMS INC - A | 1.746% | +0.180% | 688,239 | +148,160 |