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 | META | Meta Platforms Inc | 9.561% | โ | 10,753 | โ |
| 2 | NVDA | NVIDIA Corp | 9.504% | โ | 28,599 | โ |
| 3 | TSLA | Tesla Inc | 8.376% | โ | 15,332 | โ |
| 4 | PLTR | Palantir Technologies Inc | 7.086% | โ | 26,301 | โ |
| 5 | ORCL | Oracle Corp | 4.642% | โ | 20,556 | โ |
| 6 | ANET | Arista Networks Inc | 3.697% | โ | 12,414 | โ |
| 7 | SHOP | Shopify Inc | 3.482% | โ | 14,506 | โ |
| 8 | CRWD | Crowdstrike Holdings Inc | 3.379% | โ | 11,684 | โ |
| 9 | BLK | Blackrock Inc | 3.138% | โ | 1,710 | โ |
| 10 | CRM | Salesforce Inc | 3.069% | โ | 9,565 | โ |
| 11 | DELL | Dell Technologies Inc | 2.674% | โ | 3,797 | โ |
| 12 | COF | Capital One Financial Corp | 2.493% | โ | 7,390 | โ |
| 13 | SNOW | Snowflake Inc | 1.955% | โ | 3,954 | โ |
| 14 | BX | Blackstone Inc | 1.950% | โ | 8,719 | โ |
| 15 | FTNT | Fortinet Inc | 1.789% | โ | 7,466 | โ |
| 16 | SPCX | Space Exploration Technologies Corp | 1.788% | โ | 8,310 | โ |
| 17 | ICE | Intercontinental Exchange Inc | 1.692% | โ | 6,705 | โ |
| 18 | NET | Cloudflare Inc | 1.652% | โ | 3,815 | โ |
| 19 | APP | AppLovin Corp | 1.638% | โ | 3,381 | โ |
| 20 | DASH | DoorDash Inc | 1.630% | โ | 4,475 | โ |