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 | Weight | ฮ Wt |
|---|---|---|---|
| 1 | PANW | 12.886% | โ |
| 2 | CRWD | 11.174% | โ |
| 3 | OKTA | 6.954% | โ |
| 4 | FTNT | 5.884% | โ |
| 5 | DDOG | 5.475% | โ |
| 6 | NET | 4.802% | โ |
| 7 | GEN | 4.378% | โ |
| 8 | RBRK | 4.299% | โ |
| 9 | FFIV | 4.100% | โ |
| 10 | ESTC | 4.037% | โ |
| 11 | CACI | 3.852% | โ |
| 12 | QLYS | 3.740% | โ |
| 13 | ZS | 3.700% | โ |
| 14 | AKAM | 3.472% | โ |
| 15 | VRNS | 3.394% | โ |
| 16 | CHKP | 2.820% | โ |
| 17 | TENB | 2.719% | โ |
| 18 | SAIL | 1.996% | โ |
| 19 | RPD | 1.729% | โ |
| 20 | OSPN | 1.535% | โ |