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 | Weight | ฮ Wt |
|---|---|---|---|
| 1 | W | 3.801% | โ |
| 2 | SPOT | 2.952% | โ |
| 3 | MSM | 2.926% | โ |
| 4 | AFRM | 2.920% | โ |
| 5 | PYPL | 2.848% | โ |
| 6 | CART | 2.822% | โ |
| 7 | ABNB | 2.814% | โ |
| 8 | ETSY | 2.802% | โ |
| 9 | DASH | 2.776% | โ |
| 10 | LQDT | 2.750% | โ |
| 11 | HIMS | 2.729% | โ |
| 12 | LYFT | 2.705% | โ |
| 13 | EXPE | 2.638% | โ |
| 14 | FIGS | 2.582% | โ |
| 15 | RVLV | 2.549% | โ |
| 16 | EBAY | 2.461% | โ |
| 17 | PTON | 2.336% | โ |
| 18 | AMZN | 2.264% | โ |
| 19 | BKNG | 2.260% | โ |
| 20 | UBER | 2.143% | โ |