None this window โ no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.
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 | MXL | MaxLinear Inc | 1.039% | โ | 32,410 | โ |
| 2 | SLS | SELLAS Life Sciences Group Inc | 1.023% | โ | 133,032 | โ |
| 3 | TXG | 10X Genomics Inc | 0.875% | โ | 26,711 | โ |
| 4 | CORT | Corcept Therapeutics Inc | 0.830% | โ | 14,054 | โ |
| 5 | PSNL | Personalis Inc | 0.754% | โ | 88,855 | โ |
| 6 | AEHR | Aehr Test Systems | 0.696% | โ | 15,230 | โ |
| 7 | OKTA | Okta Inc | 0.628% | โ | 7,182 | โ |
| 8 | DDOG | Datadog Inc | 0.583% | โ | 4,752 | โ |
| 9 | CAKE | Cheesecake Factory Inc/The | 0.582% | โ | 10,462 | โ |
| 10 | MGNI | Magnite Inc | 0.562% | โ | 47,585 | โ |
| 11 | BLFS | BioLife Solutions Inc | 0.559% | โ | 29,731 | โ |
| 12 | PAYC | Paycom Software Inc | 0.556% | โ | 4,645 | โ |
| 13 | ADPT | Adaptive Biotechnologies Corp | 0.546% | โ | 40,831 | โ |
| 14 | CHEF | Chefs' Warehouse Inc/The | 0.535% | โ | 9,509 | โ |
| 15 | HAE | Haemonetics Corp | 0.532% | โ | 10,030 | โ |
| 16 | NTAP | NetApp Inc | 0.532% | โ | 5,521 | โ |
| 17 | SMTC | Semtech Corp | 0.525% | โ | 7,294 | โ |
| 18 | CVLT | Commvault Systems Inc | 0.525% | โ | 7,397 | โ |
| 19 | GH | Guardant Health Inc | 0.521% | โ | 6,120 | โ |
| 20 | MDB | MongoDB Inc | 0.514% | โ | 2,309 | โ |