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 | WEB | WEB Travel Group Ltd | 5.548% | โ | 763,353 | โ |
| 2 | EXPE | Expedia Group Inc | 5.380% | โ | 6,410 | โ |
| 3 | ABNB | Airbnb Inc | 5.281% | โ | 10,881 | โ |
| 4 | NAVN | Navan Inc | 4.713% | โ | 58,560 | โ |
| 5 | OTB | On the Beach Group PLC | 4.664% | โ | 672,575 | โ |
| 6 | BKNG | Booking Holdings Inc | 4.638% | โ | 8,699 | โ |
| 7 | MMYT | MakeMyTrip Ltd | 4.412% | โ | 28,812 | โ |
| 8 | LYFT | Lyft Inc | 4.217% | โ | 92,355 | โ |
| 9 | EDR | eDreams ODIGEO SA | 4.153% | โ | 245,915 | โ |
| 10 | UBER | Uber Technologies Inc | 4.108% | โ | 20,284 | โ |
| 11 | SABR | Sabre Corp | 3.963% | โ | 703,716 | โ |
| 12 | FLT | Flight Centre Travel Group Ltd | 3.819% | โ | 165,535 | โ |
| 13 | HBX | HBX Group International PLC | 3.798% | +0.051% | 159,769 | +2,158 |
| 14 | AMS | Amadeus IT Group SA | 3.750% | +0.042% | 21,021 | +232 |
| 15 | GBTG | Global Business Travel Group I | 3.459% | โ | 138,912 | โ |
| 16 | TCOM | TRIP.COM GROUP | 3.206% | โ | 27,303 | โ |
| 17 | TRN | Trainline PLC | 3.106% | +0.026% | 428,804 | +3,607 |
| 18 | TRIP | TripAdvisor Inc | 2.810% | โ | 109,075 | โ |
| 19 | SDR | SiteMinder Ltd | 2.792% | โ | 480,462 | โ |
| 20 | HSW | Hostelworld Group Plc | 2.422% | โ | 599,643 | โ |