None this window — no structural change.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | TSLA | TESLA INC | 8.939% | +0.101% | 370,429 | — |
| 2 | AMD | ADVANCED MICRO DEVICES | 8.850% | +0.492% | 341,887 | — |
| 3 | CRCL | CIRCLE INTERNET GROUP INC | 4.630% | -0.072% | 717,190 | — |
| 4 | HOOD | ROBINHOOD MARKETS INC - A | 4.579% | +0.003% | 1,044,954 | — |
| 5 | ROKU | ROKU INC | 4.094% | +0.005% | 570,091 | -4,218 |
| 6 | SHOP | SHOPIFY INC - CLASS A | 4.075% | +0.073% | 670,960 | — |
| 7 | AMZN | AMAZON.COM INC | 3.981% | +0.004% | 259,764 | — |
| 8 | GOOG | ALPHABET INC-CL C | 3.760% | -0.079% | 168,918 | — |
| 9 | COIN | COINBASE GLOBAL INC -CLASS A | 3.607% | -0.117% | 326,042 | — |
| 10 | CRWV | COREWEAVE INC-CL A | 3.440% | -0.021% | 587,258 | — |
| 11 | XYZ | BLOCK INC | 2.700% | +0.010% | 658,641 | — |
| 12 | PLTR | PALANTIR TECHNOLOGIES INC-A | 2.641% | -0.018% | 332,926 | — |
| 13 | RBLX | ROBLOX CORP -CLASS A | 2.542% | +0.023% | 960,065 | — |
| 14 | CRWD | CROWDSTRIKE HOLDINGS INC - A | 2.486% | +0.078% | 66,118 | — |
| 15 | DDOG | DATADOG INC - CLASS A | 2.238% | -0.078% | 182,362 | — |
| 16 | AVGO | BROADCOM INC | 2.219% | -0.010% | 91,839 | — |
| 17 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 2.108% | +0.004% | 90,763 | — |
| 18 | META | META PLATFORMS INC-CLASS A | 2.030% | -0.034% | 58,020 | — |
| 19 | BLSH | BULLISH | 1.935% | +0.036% | 905,156 | +17,195 |
| 20 | NET | CLOUDFLARE INC - CLASS A | 1.922% | -0.008% | 158,163 | — |