Stock	Shares	Value	Weight	Price Trend	Avg Buy	Est. P&L	Held	Conviction
TMUS T-Mobile US Inc	28.5M	$5.8B	37.4%	—	$147.98	+37.73%	23 qtrs	Decreased 0
INTC Intel Corp	87M	$3.2B	20.7%	—	$34.48	+8.18%	2 qtrs	Unchanged 0
SYM Symbotic Inc	39.8M	$2.4B	15.3%	—	$26.69	+125.79%	15 qtrs	Unchanged 0
XXI TWENTY ONE CAP INC	89.1M	$780.6M	5.0%	—	$9.05	0.00%	1 qtr	New 99
TSM TAIWAN SEMICONDUCTOR MFG LTD	2M	$603.2M	3.9%	—	$163.69	+83.02%	4 qtrs	Unchanged 0
INTR INTER & CO INC	60.5M	$513.1M	3.3%	—	$2.78	+205.76%	15 qtrs	Decreased 0
KLAR KLARNA GROUP PLC	15.4M	$445.2M	2.9%	—	$38.44	-24.43%	2 qtrs	Unchanged 0
WBTN WEBTOON ENTMT INC	31.4M	$409.6M	2.6%	—	$22.83	-42.27%	7 qtrs	Unchanged 0
TEM TEMPUS AI INC C	5.4M	$319.2M	2.1%	—	$35.00	+72.54%	7 qtrs	Unchanged 0
NU NU HLDGS LTD	17.8M	$298.7M	1.9%	—	$9.55	+76.83%	17 qtrs	Unchanged 0
VTEX VTEX	38.4M	$144.5M	0.9%	—	$13.49	-71.98%	18 qtrs	Unchanged 0
CHYM CHIME FINL INC	5.1M	$127.5M	0.8%	—	$33.06	-20.36%	3 qtrs	Unchanged 0
QXO QXO INC	5.5M	$105.5M	0.7%	—	$15.73	+33.76%	6 qtrs	Unchanged 0
LMND LEMONADE INC C	925,496	$65.9M	0.4%	—	$111.86	-35.81%	22 qtrs	Decreased 0
RXRX RECURSION PHARMACEUTICALS IN	13.6M	$55.8M	0.4%	—	$6.77	-39.29%	5 qtrs	Decreased 0
YMM Full Truck Alliance Co Ltd	3.9M	$41.7M	0.3%	—	$11.17	-2.18%	12 qtrs	Decreased 0
PACB PACIFIC BIOSCIENCES CALIF IN	20.5M	$38.2M	0.2%	—	$1.79	-3.35%	5 qtrs	Unchanged 0
AFYA AFYA LTD	2.4M	$37.5M	0.2%	—	$16.43	-8.34%	20 qtrs	Unchanged 0
ETOR Etoro Group Ltd	795,996	$28M	0.2%	—	$50.07	-29.01%	3 qtrs	Increased 56
BETR BETTER HOME & FINANCE HOLDIN	628,553	$20.5M	0.1%	—	$9.15	+260.33%	5 qtrs	Unchanged 0
GSAT GLOBALSTAR INC C	321,003	$19.6M	0.1%	—	$21.28	+190.04%	4 qtrs	Unchanged 0
NMRA NEUMORA THERAPEUTICS INC.	6.4M	$11.5M	0.1%	—	$14.11	-87.46%	10 qtrs	Decreased 0
SEER SEER INC	5.1M	$9.4M	0.1%	—	$3.60	-49.44%	12 qtrs	Unchanged 0
CRCL CIRCLE INTERNET GROUP INC C	95,659	$7.6M	0.0%	—	$79.89	0.00%	1 qtr	New 39
SATL SATELLOGIC INC	2.6M	$4.8M	0.0%	—	$3.76	-50.80%	3 qtrs	Unchanged 0
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Accumulation Streaks

Positions with 2+ consecutive quarters of increases — persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer