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 | META | Meta Platforms Inc | 10.999% | -0.086% | 15,753 | โ |
| 2 | NVDA | NVIDIA Corp | 10.424% | +0.012% | 42,963 | โ |
| 3 | TSLA | Tesla Inc | 8.292% | -0.089% | 22,582 | โ |
| 4 | PLTR | Palantir Technologies Inc | 5.588% | +0.037% | 38,751 | โ |
| 5 | ORCL | Oracle Corp | 4.088% | -0.136% | 30,306 | โ |
| 6 | ANET | Arista Networks Inc | 3.710% | -0.017% | 18,178 | โ |
| 7 | CRWD | Crowdstrike Holdings Inc | 3.694% | +0.035% | 17,184 | โ |
| 8 | BLK | Blackrock Inc | 3.046% | +0.084% | 2,460 | โ |
| 9 | DELL | Dell Technologies Inc | 2.847% | +0.018% | 5,547 | โ |
| 10 | SHOP | Shopify Inc | 2.838% | +0.072% | 21,270 | โ |
| 11 | CRM | Salesforce Inc | 2.700% | +0.138% | 14,065 | โ |
| 12 | COF | Capital One Financial Corp | 2.565% | +0.063% | 10,779 | โ |
| 13 | APP | AppLovin Corp | 2.244% | -0.016% | 4,881 | โ |
| 14 | FTNT | Fortinet Inc | 1.960% | +0.031% | 10,966 | โ |
| 15 | BX | Blackstone Inc | 1.959% | +0.102% | 12,844 | โ |
| 16 | SNOW | Snowflake Inc | 1.828% | +0.039% | 5,812 | โ |
| 17 | NET | Cloudflare Inc | 1.711% | +0.017% | 5,565 | โ |
| 18 | ICE | Intercontinental Exchange Inc | 1.681% | +0.047% | 9,830 | โ |
| 19 | SPCX | Space Exploration Technologies Corp | 1.645% | -0.028% | 12,185 | โ |
| 20 | DDOG | Datadog Inc | 1.641% | +0.033% | 5,668 | โ |