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 | NVDA | NVIDIA Corp | 10.841% | +0.201% | 2,351 | +455 |
| 2 | AAPL | Apple Inc | 9.836% | -0.162% | 1,476 | +287 |
| 3 | GOOGL | Alphabet Inc | 9.627% | -0.127% | 1,199 | +231 |
| 4 | MSFT | Microsoft Corp | 6.879% | -0.063% | 756 | +147 |
| 5 | AMZN | Amazon.com Inc | 5.463% | -0.003% | 1,008 | +196 |
| 6 | META | Meta Platforms Inc | 3.260% | -0.033% | 252 | +49 |
| 7 | TSLA | Tesla Inc | 3.254% | +0.151% | 360 | +70 |