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ARKWARK InvestActive-Equity

Holdings
37
AUM
$1.5B
Total Wt
91.2%
Position changes over:
New Entrancessince yesterday
0positions entered

None this window — no structural change.

Total Exitssince yesterday
0positions exited

None this window — no structural change.

Position Sizingexisting holdings resized · since yesterday
Increased(12)
AMDADVANCED MICRO DEVICES
+0.49%
TSLATESLA INC
+0.10%
CRWDCROWDSTRIKE HOLDINGS INC - A
+0.08%
SHOPSHOPIFY INC - CLASS A
+0.07%
BLSHBULLISH
+0.04%
BMNRBITMINE IMMERSION TECHNOLOGI
+0.03%
GTLBGITLAB INC-CL A
+0.03%
RBRKRUBRIK INC-A
+0.02%
RBLXROBLOX CORP -CLASS A
+0.02%
DASHDOORDASH INC - A
+0.02%
MELIMERCADOLIBRE INC
+0.01%
XYZBLOCK INC
+0.01%
Trimmed(12)
COINCOINBASE GLOBAL INC -CLASS A
-0.12%
GOOGALPHABET INC-CL C
-0.08%
DDOGDATADOG INC - CLASS A
-0.08%
CBRSCEREBRAS SYSTEMS INC - A
-0.07%
CRCLCIRCLE INTERNET GROUP INC
-0.07%
FIGFIGMA INC-CL A
-0.07%
NFLXNETFLIX INC
-0.04%
DKNGDRAFTKINGS INC-CL A
-0.04%
BIDUBAIDU INC - SPON ADR
-0.04%
SPOTSPOTIFY TECHNOLOGY SA
-0.04%
METAMETA PLATFORMS INC-CLASS A
-0.03%
BABAALIBABA GROUP HOLDING-SP ADR
-0.03%
Conviction Streaks15 active · consecutive-day moves

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.

Top Holdingstop 20 by weight
#TickerNameWeightΔ WtSharesΔ Shares
1TSLATESLA INC
8.939%
+0.101%370,429
2AMDADVANCED MICRO DEVICES
8.850%
+0.492%341,887
3CRCLCIRCLE INTERNET GROUP INC
4.630%
-0.072%717,190
4HOODROBINHOOD MARKETS INC - A
4.579%
+0.003%1,044,954
5ROKUROKU INC
4.094%
+0.005%570,091-4,218
6SHOPSHOPIFY INC - CLASS A
4.075%
+0.073%670,960
7AMZNAMAZON.COM INC
3.981%
+0.004%259,764
8GOOGALPHABET INC-CL C
3.760%
-0.079%168,918
9COINCOINBASE GLOBAL INC -CLASS A
3.607%
-0.117%326,042
10CRWVCOREWEAVE INC-CL A
3.440%
-0.021%587,258
11XYZBLOCK INC
2.700%
+0.010%658,641
12PLTRPALANTIR TECHNOLOGIES INC-A
2.641%
-0.018%332,926
13RBLXROBLOX CORP -CLASS A
2.542%
+0.023%960,065
14CRWDCROWDSTRIKE HOLDINGS INC - A
2.486%
+0.078%66,118
15DDOGDATADOG INC - CLASS A
2.238%
-0.078%182,362
16AVGOBROADCOM INC
2.219%
-0.010%91,839
17TSMTAIWAN SEMICONDUCTOR-SP ADR
2.108%
+0.004%90,763
18METAMETA PLATFORMS INC-CLASS A
2.030%
-0.034%58,020
19BLSHBULLISH
1.935%
+0.036%905,156+17,195
20NETCLOUDFLARE INC - CLASS A
1.922%
-0.008%158,163