None this window โ no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.
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 | TSM | 6.950% | โ |
| 2 | MU | 3.967% | โ |
| 3 | A000660 | 3.560% | โ |
| 4 | AVGO | 3.278% | โ |
| 5 | GOOGL | 3.264% | โ |
| 6 | ASML | 2.568% | โ |
| 7 | WDC | 2.479% | โ |
| 8 | A005930 | 2.416% | โ |
| 9 | MSFT | 1.975% | โ |
| 10 | III | 1.576% | โ |
| 11 | VRTX | 1.542% | โ |
| 12 | SBUX | 1.495% | โ |
| 13 | C | 1.437% | โ |
| 14 | META | 1.432% | โ |
| 15 | AMZN | 1.407% | โ |
| 16 | AON | 1.397% | โ |
| 17 | SIE | 1.382% | โ |
| 18 | BBVA | 1.272% | โ |
| 19 | PUB | 1.190% | โ |
| 20 | UNH | 1.130% | โ |