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 | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc | 12.057% | -0.048% | 3,075 | โ |
| 2 | DDOG | Datadog Inc | 9.321% | +0.001% | 1,200 | โ |
| 3 | MSI | Motorola Solutions Inc | 6.792% | +0.083% | 525 | โ |
| 4 | AXON | Axon Enterprise Inc | 6.254% | +0.041% | 400 | โ |
| 5 | TDY | Teledyne Technologies Inc | 5.174% | +0.035% | 250 | โ |
| 6 | LHX | L3Harris Technologies Inc | 4.762% | +0.256% | 500 | โ |
| 7 | DT | Dynatrace Inc | 3.811% | -0.044% | 2,950 | โ |
| 8 | ZBRA | Zebra Technologies Corp | 3.675% | -0.062% | 450 | โ |
| 9 | IOT | Samsara Inc | 3.403% | -0.178% | 3,400 | โ |
| 10 | TYL | Tyler Technologies Inc | 3.206% | +0.061% | 350 | โ |
| 11 | VRNS | Varonis Systems Inc | 3.202% | -0.021% | 2,250 | โ |
| 12 | LDOS | Leidos Holdings Inc | 3.156% | +0.105% | 900 | โ |
| 13 | CACI | CACI International Inc | 3.055% | +0.101% | 200 | โ |
| 14 | TRMB | Trimble Inc | 2.840% | +0.030% | 1,775 | โ |
| 15 | ESTC | Elastic NV | 2.824% | -0.050% | 1,550 | โ |
| 16 | BAH | Booz Allen Hamilton Holding Corp | 2.565% | +0.004% | 1,225 | โ |
| 17 | YOU | Clear Secure Inc | 2.142% | -0.006% | 1,300 | โ |
| 18 | PI | Impinj Inc | 1.915% | -0.157% | 475 | โ |
| 19 | ADT | ADT Inc | 1.897% | -0.011% | 8,750 | โ |
| 20 | DGII | Digi International Inc | 1.778% | -0.001% | 850 | โ |