A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 9.048% | +0.014% | 1,691,404 | +28,938 |
| 2 | TEM | TEMPUS AI INC-CL A | 6.096% | -0.054% | 5,719,589 | +39,628 |
| 3 | SPCX | SPACE EXPLORATION TECHN-CL A | 5.896% | +0.009% | 2,775,940 | +47,502 |
| 4 | CRCL | CIRCLE INTERNET GROUP INC | 5.514% | +0.009% | 3,880,888 | +66,404 |
| 5 | CRSP | CRISPR THERAPEUTICS AG | 4.773% | +0.007% | 5,332,515 | +91,260 |
| 6 | COIN | COINBASE GLOBAL INC -CLASS A | 4.704% | +0.007% | 1,635,871 | +27,976 |
| 7 | TWST | TWIST BIOSCIENCE CORP | 3.954% | -0.009% | 1,712,709 | +22,908 |
| 8 | HOOD | ROBINHOOD MARKETS INC - A | 3.757% | +0.006% | 2,270,470 | +38,844 |
| 9 | SHOP | SHOPIFY INC - CLASS A | 3.743% | +0.006% | 1,608,535 | +27,508 |
| 10 | PLTR | PALANTIR TECHNOLOGIES INC-A | 3.222% | +0.005% | 1,149,498 | +19,656 |
| 11 | TXG | 10X GENOMICS INC-CLASS A | 2.986% | +0.005% | 3,054,342 | +52,260 |
| 12 | AMD | ADVANCED MICRO DEVICES | 2.938% | +0.004% | 408,851 | +6,994 |
| 13 | BEAM | BEAM THERAPEUTICS INC | 2.715% | +0.004% | 5,907,954 | +101,114 |
| 14 | CRWV | COREWEAVE INC-CL A | 2.509% | +0.004% | 1,917,237 | +32,812 |
| 15 | AMZN | AMAZON.COM INC | 2.415% | +0.004% | 625,102 | +10,686 |
| 16 | CBRS | CEREBRAS SYSTEMS INC - A | 2.351% | +0.004% | 835,205 | +14,274 |
| 17 | NVDA | NVIDIA CORP | 2.321% | +0.004% | 675,086 | +11,544 |
| 18 | XYZ | BLOCK INC | 2.292% | +0.004% | 1,791,942 | +30,654 |
| 19 | BLSH | BULLISH | 2.055% | +0.003% | 4,061,009 | +69,498 |
| 20 | BMNR | BITMINE IMMERSION TECHNOLOGI | 2.017% | +0.003% | 5,219,653 | +89,336 |