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 | PYPL | PayPal Holdings Inc | 7.108% | โ | 216,905 | โ |
| 2 | MA | Mastercard Inc | 6.147% | โ | 19,489 | โ |
| 3 | TOST | Toast Inc | 6.070% | โ | 313,434 | โ |
| 4 | V | Visa Inc | 5.977% | โ | 29,569 | โ |
| 5 | COF | Capital One Financial Corp | 5.856% | โ | 51,462 | โ |
| 6 | AXP | American Express Co | 5.432% | โ | 30,726 | โ |
| 7 | GPN | Global Payments Inc | 5.278% | โ | 106,902 | โ |
| 8 | CPAY | Corpay Inc | 4.776% | โ | 22,008 | โ |
| 9 | ADYEN | Adyen NV | 4.618% | โ | 6,970 | โ |
| 10 | AFRM | Affirm Holdings Inc | 4.502% | โ | 109,761 | โ |
| 11 | XYZ | Block Inc | 4.470% | โ | 102,681 | โ |
| 12 | WISE | Wise Group PLC | 3.978% | โ | 576,648 | โ |
| 13 | FIS | Fidelity National Information Services Inc | 3.681% | โ | 172,836 | โ |
| 14 | COIN | Coinbase Global Inc | 3.641% | โ | 36,966 | โ |
| 15 | FISV | Fiserv Inc | 3.603% | โ | 130,572 | โ |
| 16 | WEX | WEX Inc | 3.099% | โ | 29,490 | โ |
| 17 | RELY | Remitly Global Inc | 2.329% | โ | 168,830 | โ |
| 18 | ACIW | ACI Worldwide Inc | 2.111% | โ | 76,543 | โ |
| 19 | QTWO | Q2 Holdings Inc | 1.605% | โ | 47,744 | โ |
| 20 | FOUR | Shift4 Payments Inc | 1.254% | โ | 49,642 | โ |