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 | NVDA | NVIDIA Corp | 10.361% | +0.299% | 4,756 | โ |
| 2 | AAPL | Apple Inc | 9.745% | -0.129% | 2,993 | โ |
| 3 | GOOGL | Alphabet Inc | 8.926% | -0.136% | 2,420 | โ |
| 4 | MSFT | Microsoft Corp | 6.096% | -0.051% | 1,533 | โ |
| 5 | AMZN | Amazon.com Inc | 5.178% | -0.090% | 2,044 | โ |
| 6 | META | Meta Platforms Inc | 3.531% | +0.165% | 511 | โ |
| 7 | TSLA | Tesla Inc | 3.074% | -0.023% | 730 | โ |