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 | 10.702% | -0.001% |
| 2 | NVDA | 9.234% | +0.003% |
| 3 | TSLA | 8.574% | +0.004% |
| 4 | PLTR | 6.769% | -0.001% |
| 5 | ORCL | 5.047% | +0.001% |
| 6 | CRWD | 3.696% | +0.004% |
| 7 | ANET | 3.640% | +0.001% |
| 8 | CRM | 3.556% | +0.004% |
| 9 | DELL | 3.113% | +0.010% |
| 10 | BLK | 2.846% | +0.024% |
| 11 | SHOP | 2.794% | +0.001% |
| 12 | COF | 2.368% | +0.001% |
| 13 | SNOW | 1.991% | โ |
| 14 | SPCX | 1.872% | +0.004% |
| 15 | NET | 1.838% | +0.007% |
| 16 | FTNT | 1.789% | +0.003% |
| 17 | BX | 1.711% | +0.001% |
| 18 | HOOD | 1.611% | +0.004% |
| 19 | ICE | 1.602% | +0.003% |
| 20 | REGN | 1.596% | +0.026% |