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 | NKE | NIKE Inc | 9.133% | -0.141% | 2,780 | โ |
| 2 | RACE | FERRARI NV | 7.481% | -0.104% | 260 | โ |
| 3 | TPR | Tapestry Inc | 4.513% | -0.065% | 420 | โ |
| 4 | RL | Ralph Lauren Corp | 4.167% | +0.025% | 140 | โ |
| 5 | DECK | Deckers Outdoor Corp | 4.164% | +0.029% | 520 | โ |
| 6 | LULU | Lululemon Athletica Inc | 3.758% | +0.046% | 420 | โ |
| 7 | ONON | On Holding AG | 3.694% | -0.008% | 1,308 | โ |
| 8 | YETI | YETI Holdings Inc | 3.372% | +0.067% | 890 | โ |
| 9 | GIL | Gildan Activewear Inc | 3.087% | -0.040% | 790 | โ |
| 10 | VSXY | Victoria's Secret & Co | 3.043% | -0.055% | 520 | โ |
| 11 | ANF | Abercrombie & Fitch Co | 2.858% | +0.039% | 417 | โ |
| 12 | CROX | Crocs Inc | 2.734% | +0.067% | 280 | โ |
| 13 | AS | Amer Sports Inc | 2.601% | -0.034% | 1,000 | โ |
| 14 | GAP | Gap Inc/The | 2.464% | +0.035% | 1,702 | โ |
| 15 | KTB | Kontoor Brands Inc | 2.456% | -0.037% | 380 | โ |
| 16 | VFC | VF Corp | 2.374% | +0.044% | 1,870 | โ |
| 17 | BOOT | Boot Barn Holdings Inc | 2.175% | -0.015% | 180 | โ |
| 18 | URBN | Urban Outfitters Inc | 2.075% | +0.011% | 390 | โ |
| 19 | WRBY | Warby Parker Inc | 2.004% | +0.088% | 890 | โ |
| 20 | AEO | American Eagle Outfitters Inc | 1.972% | +0.003% | 1,551 | โ |