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 | AMD | ADVANCED MICRO DEVICES | 9.026% | +0.430% | 348,237 | +72,168 |
| 2 | TSLA | TESLA INC | 8.673% | +0.271% | 457,802 | +94,922 |
| 3 | HOOD | ROBINHOOD MARKETS INC - A | 4.981% | -1.296% | 957,474 | โ |
| 4 | SHOP | SHOPIFY INC - CLASS A | 4.779% | +0.112% | 839,380 | +174,034 |
| 5 | GOOG | ALPHABET INC-CL C | 3.843% | +0.096% | 233,012 | +48,298 |
| 6 | AMZN | AMAZON.COM INC | 3.807% | +0.082% | 334,027 | +69,254 |
| 7 | COIN | COINBASE GLOBAL INC -CLASS A | 3.539% | +0.232% | 478,854 | +112,398 |
| 8 | RBLX | ROBLOX CORP -CLASS A | 3.387% | +0.032% | 1,317,165 | +273,110 |
| 9 | CRCL | CIRCLE INTERNET GROUP INC | 3.261% | +0.242% | 1,061,227 | +220,038 |
| 10 | SPCX | SPACE EXPLORATION TECHN-CL A | 3.245% | +0.066% | 480,627 | +113,810 |
| 11 | CRWV | COREWEAVE INC-CL A | 3.115% | +0.060% | 754,438 | +156,426 |
| 12 | XYZ | BLOCK INC | 2.959% | +0.079% | 823,941 | +170,810 |
| 13 | DDOG | DATADOG INC - CLASS A | 2.730% | -0.041% | 228,142 | +47,306 |
| 14 | CRWD | CROWDSTRIKE HOLDINGS INC - A | 2.725% | -0.082% | 313,364 | +64,976 |
| 15 | PLTR | PALANTIR TECHNOLOGIES INC-A | 2.719% | +0.030% | 461,527 | +95,666 |
| 16 | META | META PLATFORMS INC-CLASS A | 2.506% | +0.207% | 80,609 | +16,678 |
| 17 | NET | CLOUDFLARE INC - CLASS A | 2.302% | +0.003% | 184,578 | +38,254 |
| 18 | TSM | TAIWAN SEMICONDUCTOR-SP ADR | 2.235% | +0.048% | 110,832 | +22,940 |
| 19 | AVGO | BROADCOM INC | 2.218% | +0.056% | 119,378 | +24,738 |
| 20 | CBRS | CEREBRAS SYSTEMS INC - A | 1.830% | +0.188% | 183,151 | +37,944 |