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 | 10.522% | +0.294% | 16,113 | โ |
| 2 | TSLA | Tesla Inc | 9.713% | +0.131% | 23,104 | โ |
| 3 | NVDA | NVIDIA Corp | 9.216% | -0.226% | 43,953 | โ |
| 4 | PLTR | Palantir Technologies Inc | 5.290% | -0.227% | 39,642 | โ |
| 5 | ORCL | Oracle Corp | 4.608% | +0.024% | 31,008 | โ |
| 6 | CRWD | Crowdstrike Holdings Inc | 3.607% | +0.071% | 17,580 | โ |
| 7 | ANET | Arista Networks Inc | 3.551% | +0.008% | 18,592 | โ |
| 8 | SHOP | Shopify Inc | 2.771% | +0.041% | 21,756 | โ |
| 9 | APP | AppLovin Corp | 2.685% | -0.057% | 4,989 | โ |
| 10 | BLK | Blackrock Inc | 2.651% | +0.030% | 2,514 | โ |
| 11 | DELL | Dell Technologies Inc | 2.641% | +0.062% | 5,673 | โ |
| 12 | CRM | Salesforce Inc | 2.418% | -0.105% | 14,389 | โ |
| 13 | COF | Capital One Financial Corp | 2.281% | +0.054% | 11,022 | โ |
| 14 | SPCX | Space Exploration Technologies Corp | 1.961% | +0.016% | 12,464 | โ |
| 15 | FTNT | Fortinet Inc | 1.899% | +0.049% | 11,218 | โ |
| 16 | BX | Blackstone Inc | 1.660% | +0.019% | 13,141 | โ |
| 17 | SNOW | Snowflake Inc | 1.642% | +0.009% | 5,938 | โ |
| 18 | HOOD | Robinhood Markets Inc | 1.631% | -0.006% | 13,701 | โ |
| 19 | NET | Cloudflare Inc | 1.623% | -0.015% | 5,691 | โ |
| 20 | DDOG | Datadog Inc | 1.612% | +0.020% | 5,794 | โ |