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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 | MSFT | Microsoft Corp | 12.359% | +0.001% | 9,780 | โ |
| 2 | NVDA | NVIDIA Corp | 10.629% | โ | 18,634 | โ |
| 3 | META | Meta Platforms Inc | 9.597% | โ | 6,716 | โ |
| 4 | AMD | Advanced Micro Devices Inc | 9.321% | โ | 7,815 | โ |
| 5 | SE | Sea Ltd | 6.594% | โ | 22,275 | โ |
| 6 | U | Unity Software Inc | 3.888% | โ | 35,729 | โ |
| 7 | APP | AppLovin Corp | 3.120% | โ | 3,989 | โ |
| 8 | ALL | Aristocrat Leisure Ltd | 2.768% | โ | 25,593 | โ |
| 9 | TTWO | Take-Two Interactive Software Inc | 2.624% | โ | 4,501 | โ |
| 10 | NTES | NETEASE INC | 2.333% | โ | 7,599 | โ |
| 11 | RBLX | ROBLOX Corp | 2.095% | โ | 21,944 | โ |
| 12 | TWD | NEW TAIWAN DOLLAR | -0.000% | โ | -1 | โ |
| 13 | JPY | JAPANESE YEN | -0.003% | โ | -211,041 | โ |