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 | Name | Weight | ฮ Wt | Shares | ฮ Shares |
|---|---|---|---|---|---|---|
| 1 | NKE | NIKE Inc | 8.950% | +0.030% | 834 | โ |
| 2 | RACE | FERRARI NV | 7.229% | -0.086% | 78 | โ |
| 3 | TPR | Tapestry Inc | 4.624% | +0.050% | 126 | โ |
| 4 | RL | Ralph Lauren Corp | 4.038% | -0.035% | 42 | โ |
| 5 | DECK | Deckers Outdoor Corp | 3.856% | -0.061% | 156 | โ |
| 6 | LULU | Lululemon Athletica Inc | 3.706% | +0.069% | 126 | โ |
| 7 | ONON | On Holding AG | 3.669% | +0.051% | 398 | โ |
| 8 | YETI | YETI Holdings Inc | 3.462% | -0.029% | 267 | โ |
| 9 | VSXY | Victoria's Secret & Co | 3.354% | -0.016% | 156 | โ |
| 10 | ANF | Abercrombie & Fitch Co | 3.138% | +0.055% | 130 | โ |
| 11 | GIL | Gildan Activewear Inc | 3.047% | -0.021% | 237 | โ |
| 12 | CROX | Crocs Inc | 2.912% | +0.009% | 84 | โ |
| 13 | AS | Amer Sports Inc | 2.619% | +0.012% | 300 | โ |
| 14 | GAP | Gap Inc/The | 2.505% | -0.018% | 512 | โ |
| 15 | VFC | VF Corp | 2.459% | +0.039% | 561 | โ |
| 16 | KTB | Kontoor Brands Inc | 2.451% | -0.029% | 114 | โ |
| 17 | URBN | Urban Outfitters Inc | 2.107% | -0.018% | 117 | โ |
| 18 | BOOT | Boot Barn Holdings Inc | 2.084% | +0.002% | 54 | โ |
| 19 | AEO | American Eagle Outfitters Inc | 2.039% | -0.038% | 466 | โ |
| 20 | RH | RH | 2.021% | +0.071% | 45 | โ |