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FDRSCorgi FundsActive-Equity

Holdings
50
AUM
$0.05B
Total Wt
97.0%
Net Flow 7d
-0.8%
Position changes over:
New Entrancespast 7 days
0positions entered

None this window — no structural change.

Total Exitspast 7 days
0positions exited

None this window — no structural change.

Position Sizingexisting holdings resized · past 7 days
Increased(12)
TSLATesla Inc
+0.58%
METAMeta Platforms Inc
+0.44%
BXBlackstone Inc
+0.14%
BLKBlackrock Inc
+0.13%
MPWRMonolithic Power Systems Inc
+0.11%
COFCapital One Financial Corp
+0.11%
REGNRegeneron Pharmaceuticals Inc
+0.10%
FTNTFortinet Inc
+0.08%
WCNWaste Connections Inc
+0.07%
NVDANVIDIA Corp
+0.07%
ABNBAirbnb Inc
+0.07%
CVNACarvana Co
+0.07%
Trimmed(12)
ORCLOracle Corp
-0.54%
PLTRPalantir Technologies Inc
-0.50%
DELLDell Technologies Inc
-0.32%
CRWDCrowdstrike Holdings Inc
-0.27%
CRMSalesforce Inc
-0.18%
DDOGDatadog Inc
-0.16%
NBISNebius Group NV
-0.11%
SNOWSnowflake Inc
-0.10%
CRWVCoreWeave Inc
-0.10%
SHOPShopify Inc
-0.09%
MSTRStrategy Inc
-0.07%
NUNU Holdings Ltd/Cayman Islands
-0.03%
Conviction Streaks19 active · consecutive-day moves

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.

Top Holdingstop 20 by weight
#TickerNameWeightΔ WtSharesΔ Shares
1NVDANVIDIA Corp
10.326%
+0.122%44,956+468
2TSLATesla Inc
9.510%
+0.370%21,123+220
3METAMeta Platforms Inc
8.422%
-0.154%13,068+136
4ORCLOracle Corp
6.561%
-0.092%28,134+292
5PLTRPalantir Technologies Inc
5.720%
+0.010%38,073+396
6DELLDell Technologies Inc
4.280%
+0.046%9,700+100
7CRMSalesforce Inc
2.947%
-0.066%14,664+152
8ANETArista Networks Inc
2.927%
+0.025%16,998+176
9CRWDCrowdstrike Holdings Inc
2.834%
-0.068%3,907+40
10APPAppLovin Corp
2.681%
+0.017%4,320+44
11SHOPShopify Inc
2.627%
+0.016%21,541+224
12BLKBlackrock Inc
2.557%
-0.016%2,335+24
13BXBlackstone Inc
2.520%
-0.039%20,046+208
14COFCapital One Financial Corp
1.990%
-0.013%10,021+104
15FTNTFortinet Inc
1.579%
-0.026%10,025+104
16NETCloudflare Inc
1.573%
-0.023%5,768+60
17DDOGDatadog Inc
1.471%
-0.023%5,766+60
18ICEIntercontinental Exchange Inc
1.411%
-0.032%9,220+96
19HOODRobinhood Markets Inc
1.371%
+0.035%14,641+152
20SNOWSnowflake Inc
1.342%
+0.005%5,070+52