None this window — no structural change.
None this window — no structural change.
A streak counts consecutive snapshots the fund moved a position the same direction — accumulating (green) or distributing (red). The clearest read on where conviction is building.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | V | Visa Inc | 9.339% | -0.103% | 408 | — |
| 2 | MA | Mastercard Inc | 7.858% | -0.133% | 228 | — |
| 3 | INTU | Intuit Inc | 4.464% | -0.247% | 168 | — |
| 4 | MELI | MercadoLibre Inc | 4.114% | +0.086% | 36 | — |
| 5 | SE | Sea Ltd | 3.378% | -0.075% | 564 | — |
| 6 | HOOD | Robinhood Markets Inc | 3.146% | +0.025% | 600 | — |
| 7 | FICO | Fair Isaac Corp | 3.065% | +0.070% | 36 | — |
| 8 | NU | NU Holdings Ltd/Cayman Islands | 3.006% | +0.078% | 3,396 | — |
| 9 | COIN | Coinbase Global Inc | 2.859% | -0.072% | 216 | — |
| 10 | XYZ | Block Inc | 2.767% | +0.030% | 564 | — |
| 11 | PYPL | PayPal Holdings Inc | 2.764% | -0.003% | 900 | — |
| 12 | CPAY | Corpay Inc | 2.619% | +0.020% | 108 | — |
| 13 | CRCL | Circle Internet Group Inc | 2.595% | -0.021% | 336 | — |
| 14 | FISV | Fiserv Inc | 2.436% | -0.017% | 624 | — |
| 15 | FIS | Fidelity National Information Services Inc | 2.340% | -0.077% | 792 | — |
| 16 | EFX | Equifax Inc | 2.327% | +0.026% | 204 | — |
| 17 | BR | Broadridge Financial Solutions Inc | 2.230% | -0.034% | 216 | — |
| 18 | GPN | Global Payments Inc | 2.175% | +0.059% | 444 | — |
| 19 | KSPI | Kaspi.KZ JSC | 2.136% | +0.022% | 336 | — |
| 20 | AFRM | Affirm Holdings Inc | 2.007% | +0.028% | 432 | — |