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 | Weight | ฮ Wt |
|---|---|---|---|
| 1 | META | 6.141% | โ |
| 2 | NVDA | 4.897% | โ |
| 3 | AVGO | 4.636% | โ |
| 4 | MSFT | 4.558% | โ |
| 5 | TSLA | 4.221% | โ |
| 6 | MU | 3.604% | โ |
| 7 | V | 3.263% | โ |
| 8 | GOOG | 3.214% | โ |
| 9 | GOOGL | 3.085% | โ |
| 10 | AAPL | 2.479% | โ |
| 11 | AMZN | 2.450% | โ |
| 12 | NET | 2.321% | โ |
| 13 | LLY | 2.112% | โ |
| 14 | VRTX | 1.963% | โ |
| 15 | TDG | 1.802% | โ |
| 16 | WELL | 1.731% | โ |
| 17 | TSM | 1.464% | โ |
| 18 | SHOP | 1.313% | โ |
| 19 | MRNA | 1.264% | โ |
| 20 | INTC | 1.243% | โ |