None this window โ no structural change.
None this window โ no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.
| # | Ticker | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 10.187% | โ | 563,948 | โ |
| 2 | SPCX | SPACE EXPLORATION TECHN-CL A | 7.682% | โ | 1,053,214 | โ |
| 3 | KTOS | KRATOS DEFENSE & SECURITY | 6.199% | โ | 2,241,950 | โ |
| 4 | TER | TERADYNE INC | 6.164% | โ | 324,965 | โ |
| 5 | AMD | ADVANCED MICRO DEVICES | 5.233% | -0.200% | 208,288 | -7,948 |
| 6 | GOOG | ALPHABET INC-CL C | 4.604% | โ | 259,897 | โ |
| 7 | PLTR | PALANTIR TECHNOLOGIES INC-A | 4.600% | โ | 496,166 | โ |
| 8 | NVDA | NVIDIA CORP | 3.745% | โ | 341,914 | โ |
| 9 | AMZN | AMAZON.COM INC | 3.591% | โ | 264,140 | โ |
| 10 | RKLB | ROCKET LAB | 3.577% | โ | 1,034,861 | โ |
| 11 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 3.510% | โ | 160,893 | โ |
| 12 | LHX | L3HARRIS TECHNOLOGIES INC | 2.971% | โ | 216,314 | โ |
| 13 | DE | DEERE & CO | 2.874% | โ | 86,712 | โ |
| 14 | ACHR | ARCHER AVIATION INC-A | 2.752% | โ | 8,928,306 | โ |
| 15 | AVAV | AEROVIRONMENT INC | 2.522% | โ | 328,743 | โ |
| 16 | TRMB | TRIMBLE INC | 2.084% | โ | 668,515 | โ |
| 17 | AVGO | BROADCOM INC | 2.059% | +0.203% | 110,855 | +10,903 |
| 18 | LUNR | INTUITIVE MACHINES INC | 1.963% | โ | 2,332,102 | โ |
| 19 | KMTUY | KOMATSU LTD -SPONS ADR | 1.903% | โ | 783,373 | โ |
| 20 | DASH | DOORDASH INC - A | 1.839% | โ | 148,622 | โ |