Recent significant trades by theme

Theme Big tech

No major change recently.

Theme US Banks

On the 2026-03-04, reduced position in Truist Financial Corporation (TFC) by -10% from 10% to 0%.
On the 2026-03-04, increased position in cash by 10% from 40% to 50%.

Theme Oil majors

No major change recently.

Theme Millenials

On the 2026-03-06, reduced position in Lululemon Athletica Inc. (LULU) by -1% from 3% to 2%.
On the 2026-03-06, increased position in Netflix, Inc. (NFLX) by 2% from 45% to 47%.
On the 2026-03-06, reduced position in Meta Platforms, Inc. (META) by -19% from 44% to 25%.
On the 2026-03-06, increased position in cash by 18% from 8% to 26%.
On the 2026-03-05, reduced position in Lululemon Athletica Inc. (LULU) by -5% from 8% to 3%.
On the 2026-03-05, increased position in Netflix, Inc. (NFLX) by 9% from 36% to 45%.
On the 2026-03-05, increased position in Meta Platforms, Inc. (META) by 11% from 33% to 44%.
On the 2026-03-05, reduced position in cash by -15% from 23% to 8%.
On the 2026-03-04, reduced position in Lululemon Athletica Inc. (LULU) by -5% from 13% to 8%.
On the 2026-03-04, increased position in Netflix, Inc. (NFLX) by 9% from 27% to 36%.
On the 2026-03-04, increased position in Meta Platforms, Inc. (META) by 11% from 22% to 33%.
On the 2026-03-04, reduced position in cash by -15% from 37% to 23%.

Theme Global Macro

On the 2026-03-05, increased position in Vanguard Real Estate Index Fund ETF Shares (VNQ) by 10% from 40% to 50%.
On the 2026-03-05, reduced position in Vanguard Total International Stock Index Fund ETF Shares (VXUS) by -10% from 10% to 0%.
On the 2026-03-04, increased position in Vanguard Real Estate Index Fund ETF Shares (VNQ) by 20% from 20% to 40%.
On the 2026-03-04, reduced position in Vanguard Total International Stock Index Fund ETF Shares (VXUS) by -20% from 30% to 10%.

Theme Luxury

On the 2026-03-04, reduced position in RH (RH) by -10% from 10% to 0%.
On the 2026-03-04, increased position in cash by 10% from 40% to 50%.

Theme Crypto

No major change recently.