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 | NKE | NIKE Inc | 9.981% | +0.064% | 3,058 | — |
| 2 | RACE | FERRARI NV | 7.220% | +0.013% | 286 | — |
| 3 | TPR | Tapestry Inc | 4.633% | -0.015% | 462 | — |
| 4 | LULU | Lululemon Athletica Inc | 4.272% | +0.061% | 462 | — |
| 5 | DECK | Deckers Outdoor Corp | 4.150% | +0.028% | 572 | — |
| 6 | ONON | On Holding AG | 4.020% | -0.085% | 1,438 | — |
| 7 | RL | Ralph Lauren Corp | 3.745% | -0.030% | 154 | — |
| 8 | GIL | Gildan Activewear Inc | 3.668% | +0.048% | 869 | — |
| 9 | YETI | YETI Holdings Inc | 3.223% | +0.095% | 977 | — |
| 10 | GAP | Gap Inc/The | 3.083% | +0.110% | 1,872 | — |
| 11 | AS | Amer Sports Inc | 2.831% | -0.014% | 1,100 | — |
| 12 | ANF | Abercrombie & Fitch Co | 2.528% | +0.002% | 458 | — |
| 13 | VFC | VF Corp | 2.463% | -0.170% | 2,057 | — |
| 14 | CROX | Crocs Inc | 2.341% | +0.007% | 308 | — |
| 15 | URBN | Urban Outfitters Inc | 2.271% | +0.012% | 429 | — |
| 16 | BOOT | Boot Barn Holdings Inc | 2.081% | -0.062% | 198 | — |
| 17 | AEO | American Eagle Outfitters Inc | 2.066% | +0.063% | 1,706 | — |
| 18 | VSCO | Victoria's Secret & Co | 2.016% | +0.039% | 572 | — |
| 19 | KTB | Kontoor Brands Inc | 2.009% | -0.036% | 418 | — |
| 20 | PVH | PVH Corp | 1.857% | +0.054% | 297 | — |