Snapshot 2026-10-26. Δ shares and Δ active pp vs Fri Oct 23. All positions, not a top-20 excerpt. Swipe for every column. Unknown and catch-up changes show —; estimates are labelled.
| Position | Shares | Δ shares | Market value | Weight | Δ active pp |
|---|---|---|---|---|---|
W equity · Wayfair Inc | 44,496 | 0 | $5,005,355 | 3.925% | +0.000 |
CART equity · Maplebear Inc | 73,125 | 0 | $4,127,175 | 3.236% | +0.000 |
FIGS equity · Figs Inc | 202,530 | 0 | $4,091,106 | 3.208% | +0.000 |
SPOT equity · Spotify Technology SA | 6,905 | 0 | $4,034,039 | 3.163% | +0.000 |
ETSY equity · Etsy Inc | 45,201 | 0 | $3,929,323 | 3.081% | +0.000 |
PYPL equity · PayPal Holdings Inc | 63,469 | 0 | $3,619,002 | 2.838% | +0.000 |
ABNB equity · Airbnb Inc | 20,994 | 0 | $3,611,178 | 2.832% | +0.000 |
LQDT equity · Liquidity Services Inc | 78,901 | 0 | $3,538,710 | 2.775% | +0.000 |
LYFT equity · Lyft Inc | 206,373 | 0 | $3,495,959 | 2.741% | +0.000 |
EXPE equity · Expedia Group Inc | 11,905 | 0 | $3,440,664 | 2.698% | +0.000 |
EBAY equity · eBay Inc | 27,153 | 0 | $3,296,646 | 2.585% | +0.000 |
RVLV equity · Revolve Group Inc | 145,452 | 0 | $3,237,762 | 2.539% | +0.000 |
MSM equity · MSC Industrial Direct Co Inc | 27,965 | 0 | $3,184,095 | 2.497% | +0.000 |
AFRM equity · Affirm Holdings Inc | 44,780 | 0 | $3,138,182 | 2.461% | +0.000 |
DASH equity · DoorDash Inc | 17,483 | 0 | $3,136,101 | 2.459% | +0.000 |
PTON equity · Peloton Interactive Inc | 564,746 | 0 | $3,032,686 | 2.378% | 0.000 |
HIMS equity · Hims & Hers Health Inc | 109,252 | 0 | $3,027,373 | 2.374% | 0.000 |
UPWK equity · Upwork Inc | 291,338 | 0 | $2,761,884 | 2.166% | 0.000 |
BKNG equity · Booking Holdings Inc | 17,446 | 0 | $2,718,610 | 2.132% | 0.000 |
AMZN equity · Amazon.com Inc | 10,679 | 0 | $2,648,392 | 2.077% | 0.000 |
CHWY equity · Chewy Inc | 119,426 | 0 | $2,619,012 | 2.054% | 0.000 |
CPRT equity · Copart Inc | 87,951 | 0 | $2,550,579 | 2.000% | 0.000 |
UBER equity · Uber Technologies Inc | 37,093 | 0 | $2,474,103 | 1.940% | 0.000 |
TRIP equity · TripAdvisor Inc | 262,674 | 0 | $2,471,762 | 1.938% | 0.000 |
CVNA equity · Carvana Co | 37,709 | 0 | $2,179,957 | 1.709% | 0.000 |
DOCM equity · DocMorris AG | 91,928 | 0 | $1,711,663 | 1.342% | 0.000 |
ALE PW equity · Allegro.eu SA | 101,804 | 0 | $1,515,025 | 1.188% | 0.000 |
DHER GR equity · Delivery Hero SE | 35,934 | 0 | $1,502,115 | 1.178% | 0.000 |
RDC GR equity · Redcare Pharmacy NV | 16,209 | 0 | $1,414,705 | 1.109% | 0.000 |
SHOP equity · Shopify Inc | 8,308 | 0 | $1,401,393 | 1.099% | 0.000 |
VSXY equity · Victoria's Secret & Co | 14,084 | 0 | $1,279,109 | 1.003% | 0.000 |
KSS equity · Kohl's Corp | 50,353 | 0 | $1,237,677 | 0.971% | 0.000 |
BBY equity · Best Buy Co Inc | 12,363 | 0 | $1,234,693 | 0.968% | 0.000 |
GLBE equity · Global-e Online Ltd | 28,064 | 0 | $1,160,727 | 0.910% | 0.000 |
ZAL GR equity · Zalando SE | 36,460 | 0 | $1,095,589 | 0.859% | 0.000 |
3092 equity · ZOZO Inc | 133,600 | 0 | $1,074,272 | 0.842% | 0.000 |
BOOZT equity · Boozt AB | 66,778 | 0 | $1,040,862 | 0.816% | 0.000 |
WSM equity · Williams-Sonoma Inc | 3,891 | 0 | $982,361 | 0.770% | 0.000 |
HBX equity · HBX Group International PLC | 110,490 | 0 | $969,916 | 0.761% | 0.000 |
KMX equity · CarMax Inc | 18,403 | 0 | $948,675 | 0.744% | 0.000 |
APOTEA equity · Apotea AB | 103,297 | 0 | $945,545 | 0.741% | 0.000 |
NXH equity · Neighborhood Intelligence Inc | 556,190 | 0 | $912,152 | 0.715% | 0.000 |
2678 equity · ASKUL Corp | 115,800 | 0 | $887,189 | 0.696% | 0.000 |
M equity · Macy's Inc | 36,609 | 0 | $882,277 | 0.692% | 0.000 |
AAPL equity · Apple Inc | 2,523 | 0 | $877,310 | 0.688% | 0.000 |
MELI equity · MercadoLibre Inc | 476 | 0 | $861,631 | 0.676% | 0.000 |
SMG equity · SMG Swiss Marketplace Group AG | 23,784 | 0 | $861,175 | 0.675% | 0.000 |
TGT equity · Target Corp | 5,573 | 0 | $851,331 | 0.668% | 0.000 |
ULTA equity · ULTA BEAUTY INC | 1,356 | 0 | $846,768 | 0.664% | 0.000 |
4385 equity · Mercari Inc | 35,400 | 0 | $836,448 | 0.656% | 0.000 |
SSTK equity · Shutterstock Inc | 178,089 | 0 | $817,429 | 0.641% | 0.000 |
BEKE equity · KE Holdings Inc | 46,630 | 0 | $796,440 | 0.625% | 0.000 |
RVRC equity · Rvrc Holding AB | 145,256 | 0 | $792,505 | 0.621% | 0.000 |
AG1 GR equity · Auto1 Group SE | 40,201 | 0 | $767,501 | 0.602% | 0.000 |
3690 equity · Meituan | 83,200 | 0 | $760,178 | 0.596% | 0.000 |
9618 equity · JD.com Inc | 58,950 | 0 | $751,726 | 0.589% | 0.000 |
VIPS equity · Vipshop Holdings Ltd | 59,482 | 0 | $745,904 | 0.585% | 0.000 |
MMYT equity · MakeMyTrip Ltd | 17,703 | 0 | $745,119 | 0.584% | 0.000 |
SE equity · Sea Ltd | 9,733 | 0 | $726,374 | 0.570% | 0.000 |
HD equity · Home Depot Inc/The | 2,245 | 0 | $718,018 | 0.563% | 0.000 |
6618 equity · JD Health International Inc | 148,300 | 0 | $711,058 | 0.558% | 0.000 |
7685 equity · BuySell Technologies Co Ltd | 43,400 | 0 | $683,558 | 0.536% | 0.000 |
PRX equity · Prosus NV | 17,796 | 0 | $681,302 | 0.534% | 0.000 |
CPNG equity · Coupang Inc | 48,975 | 0 | $680,753 | 0.534% | 0.000 |
PDD equity · PDD Holdings Inc | 8,563 | 0 | $676,820 | 0.531% | 0.000 |
9961 equity · Trip.com Group Ltd | 16,800 | 0 | $674,404 | 0.529% | 0.000 |
257720 KS equity · Silicon2 Co Ltd | 29,338 | 0 | $670,045 | 0.525% | 0.000 |
WMT equity · Walmart Inc | 5,577 | 0 | $668,627 | 0.524% | 0.000 |
GAP equity · Gap Inc/The | 29,544 | 0 | $659,422 | 0.517% | 0.000 |
FVRR equity · Fiverr International Ltd | 77,812 | 0 | $657,511 | 0.516% | 0.000 |
9988 equity · Alibaba Group Holding Ltd | 51,100 | 0 | $637,288 | 0.500% | 0.000 |
NKE equity · NIKE Inc | 16,536 | 0 | $616,793 | 0.484% | 0.000 |
HFG GR equity · HelloFresh SE | 171,315 | 0 | $592,522 | 0.465% | 0.000 |
LULU equity · Lululemon Athletica Inc | 5,494 | 0 | $543,961 | 0.427% | 0.000 |
TPR equity · Tapestry Inc | 4,875 | 0 | $538,054 | 0.422% | 0.000 |
DKS equity · Dick's Sporting Goods Inc | 3,204 | 0 | $463,523 | 0.363% | 0.000 |
AGPXX cash · Invesco Government & Agency Portfolio 12/31/2031 | 303,203.57 | 0 | $303,204 | 0.238% | 0.000 |
NEGG equity · Newegg Commerce Inc | 27,510 | 0 | $266,847 | 0.209% | 0.000 |
NXT equity · Next PLC | 712 | 0 | $141,813 | 0.111% | 0.000 |
ITX equity · Industria de Diseno Textil SA | 2,070 | 0 | $131,593 | 0.103% | 0.000 |
HMB equity · H & M Hennes & Mauritz AB | 6,948 | 0 | $122,439 | 0.096% | 0.000 |
9992 equity · Pop Mart International Group Ltd | 6,200 | 0 | $104,125 | 0.082% | 0.000 |
SEK cash · SWEDISH KRONA | 829.11 | 0 | $84 | 0.000% | 0.000 |
OZON equity · Ozon Holdings PLC | 106,678 | 0 | $0 | 0.000% | 0.000 |
Cash&Other cash · Cash & Other | -23,999.23 | -2,640.49 | -$23,999 | -0.019% | 0.000 |
None this window — no structural change.
None this window — no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.
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.