None this window — no structural change.
No position resizing in this window
Data updates on weekday mornings when the scraper runs.
| # | Ticker | Name | Weight | Δ Wt | Shares | Δ Shares |
|---|---|---|---|---|---|---|
| 1 | V | Visa Inc | 9.493% | -0.106% | 408 | — |
| 2 | MA | Mastercard Inc | 8.059% | -0.082% | 228 | — |
| 3 | MELI | MercadoLibre Inc | 4.224% | +0.015% | 36 | — |
| 4 | INTU | Intuit Inc | 3.736% | +0.111% | 168 | — |
| 5 | HOOD | Robinhood Markets Inc | 3.714% | +0.116% | 600 | — |
| 6 | SE | Sea Ltd | 3.468% | -0.081% | 564 | — |
| 7 | FICO | Fair Isaac Corp | 3.163% | +0.186% | 36 | — |
| 8 | XYZ | Block Inc | 2.870% | +0.075% | 564 | — |
| 9 | NU | NU Holdings Ltd/Cayman Islands | 2.867% | -0.088% | 3,396 | — |
| 10 | CPAY | Corpay Inc | 2.743% | +0.015% | 108 | — |
| 11 | PYPL | PayPal Holdings Inc | 2.703% | +0.001% | 900 | — |
| 12 | COIN | Coinbase Global Inc | 2.549% | +0.155% | 216 | — |
| 13 | EFX | Equifax Inc | 2.493% | -0.060% | 204 | — |
| 14 | FISV | Fiserv Inc | 2.394% | -0.075% | 624 | — |
| 15 | BR | Broadridge Financial Solutions Inc | 2.342% | -0.035% | 216 | — |
| 16 | FIS | Fidelity National Information Services Inc | 2.279% | -0.079% | 792 | — |
| 17 | SOFI | SoFi Technologies Inc | 2.176% | +0.064% | 1,812 | — |
| 18 | GPN | Global Payments Inc | 2.084% | -0.057% | 444 | — |
| 19 | AFRM | Affirm Holdings Inc | 2.058% | +0.060% | 432 | — |
| 20 | CRCL | Circle Internet Group Inc | 2.018% | +0.057% | 336 | — |