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 | WEB | 5.781% | โ |
| 2 | ABNB | 5.559% | โ |
| 3 | EXPE | 5.405% | โ |
| 4 | OTB | 4.758% | โ |
| 5 | BKNG | 4.605% | โ |
| 6 | SABR | 4.539% | โ |
| 7 | UBER | 4.456% | โ |
| 8 | MMYT | 4.283% | โ |
| 9 | LYFT | 4.194% | โ |
| 10 | EDR | 4.026% | โ |
| 11 | AMS | 4.023% | โ |
| 12 | GBTG | 3.997% | โ |
| 13 | HBX | 3.983% | โ |
| 14 | FLT | 3.897% | โ |
| 15 | NAVN | 3.588% | โ |
| 16 | TRN | 3.293% | โ |
| 17 | TCOM | 3.175% | โ |
| 18 | TRIP | 2.911% | โ |
| 19 | SDR | 2.859% | โ |
| 20 | HSW | 2.594% | โ |