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WATSCorgi FundsActive-Equity

Holdings
23
AUM
$0.05B
Total Wt
98.6%
Net Flow 7d
+37.5%
Position changes over:
New Entrancessince yesterday
0positions entered

None this window — no structural change.

Total Exitssince yesterday
0positions exited

None this window — no structural change.

Position Sizingexisting holdings resized · since yesterday
Increased(9)
TSLATesla Inc
+0.61%
ABATAmerican Battery Technology Co
+0.59%
FLNCFluence Energy Inc
+0.27%
ENPHEnphase Energy Inc
+0.06%
SEDGSolarEdge Technologies Inc
+0.04%
GNRCGenerac Holdings Inc
+0.04%
AMSCAmerican Superconductor Corp
+0.02%
RUNSunrun Inc
+0.01%
STEMStem Inc
+0.01%
Trimmed(12)
BEBloom Energy Corp
-0.37%
NRGVEnergy Vault Holdings Inc
-0.25%
EOSEEos Energy Enterprises Inc
-0.24%
AMPXAmprius Technologies Inc
-0.19%
SESSES AI Corp
-0.15%
ALBAlbemarle Corp
-0.15%
SQMSociedad Quimica y Minera de Chile SA
-0.14%
TET1 Energy Inc
-0.06%
MVSTMicrovast Holdings Inc
-0.05%
ATKRAtkore Inc
-0.02%
AESAES Corp/The
-0.01%
ENVXEnovix Corp
-0.00%
Conviction Streaks11 active · consecutive-day moves

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.

Top Holdingstop 20 by weight
#TickerNameWeightΔ WtSharesΔ Shares
1TSLATesla Inc
16.078%
+0.608%880
2BEBloom Energy Corp
7.976%
-0.369%704
3ENPHEnphase Energy Inc
7.441%
+0.059%2,928
4SEDGSolarEdge Technologies Inc
6.720%
+0.040%2,352
5FLNCFluence Energy Inc
6.435%
+0.271%5,984
6ENSEnerSys
5.062%
-0.002%496
7RUNSunrun Inc
4.888%
+0.007%8,128
8ENVXEnovix Corp
3.883%
-0.003%11,872
9NRGVEnergy Vault Holdings Inc
3.855%
-0.250%16,688
10EOSEEos Energy Enterprises Inc
3.625%
-0.236%12,128
11GNRCGenerac Holdings Inc
3.611%
+0.036%304
12AMPXAmprius Technologies Inc
3.540%
-0.185%4,208
13ABATAmerican Battery Technology Co
3.330%
+0.587%19,616
14ALBAlbemarle Corp
3.320%
-0.146%496
15SQMSociedad Quimica y Minera de Chile SA
3.173%
-0.137%976
16AESAES Corp/The
2.923%
-0.011%4,448
17SLDPSolid Power Inc
2.628%
-0.003%19,904
18SESSES AI Corp
2.548%
-0.154%50,928
19MVSTMicrovast Holdings Inc
1.856%
-0.050%33,904
20STEMStem Inc
1.613%
+0.006%4,640