None this window โ no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.
| # | Ticker | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | W | Wayfair Inc | 3.481% | โ | 43,260 | โ |
| 2 | DASH | DoorDash Inc | 3.116% | โ | 16,998 | โ |
| 3 | EXPE | Expedia Group Inc | 2.982% | โ | 11,575 | โ |
| 4 | ABNB | Airbnb Inc | 2.970% | โ | 20,411 | โ |
| 5 | PYPL | PayPal Holdings Inc | 2.951% | โ | 61,706 | โ |
| 6 | SPOT | Spotify Technology SA | 2.857% | โ | 6,714 | โ |
| 7 | CART | Maplebear Inc | 2.793% | โ | 71,094 | โ |
| 8 | ETSY | Etsy Inc | 2.779% | โ | 43,946 | โ |
| 9 | BKNG | Booking Holdings Inc | 2.741% | โ | 16,962 | โ |
| 10 | LYFT | Lyft Inc | 2.700% | โ | 200,641 | โ |
| 11 | MSM | MSC Industrial Direct Co Inc | 2.577% | โ | 27,189 | โ |
| 12 | AFRM | Affirm Holdings Inc | 2.576% | โ | 43,537 | โ |
| 13 | RVLV | Revolve Group Inc | 2.556% | โ | 141,412 | โ |
| 14 | LQDT | Liquidity Services Inc | 2.486% | โ | 76,710 | โ |
| 15 | HIMS | Hims & Hers Health Inc | 2.452% | โ | 106,218 | โ |
| 16 | FIGS | Figs Inc | 2.319% | โ | 196,905 | โ |
| 17 | PTON | Peloton Interactive Inc | 2.277% | โ | 549,059 | โ |
| 18 | UBER | Uber Technologies Inc | 2.190% | โ | 36,063 | โ |
| 19 | CPRT | Copart Inc | 2.161% | โ | 85,508 | โ |
| 20 | EBAY | eBay Inc | 2.128% | โ | 26,399 | โ |