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How this is ranked

Each public-portfolio holder contributes their % of portfolio in this stock. We sum across holders, then divide by √(market cap in $B + 0.1) so microcap conviction isn't drowned by mega-caps that everyone holds a little of. Min 0.5% per-holder allocation to filter dust; private portfolios excluded.

#	Ticker	Holders	Mkt cap	P/E LTM (FWD)	P/S	EV/FCF	Conviction
1	LNSRLENSAR, Inc. Common Stock	3	$69.5M	— (—)	—	—	1.441
2	GGRGogoro Inc. Ordinary Shares	3	$80.3M	— (—)	—	—	1.426
3	DDIDoubleDown Interactive Co., Ltd. American Depository Shares	5	$561.9M	— (—)	—	—	1.066
4	GAMBGambling.com Group Limited Ordinary Shares	3	$83.2M	— (—)	—	—	0.770
5	BMBLBumble Inc. Class A Common Stock	3	$386.1M	— (—)	—	—	0.285
6	NNDMNano Dimension Ltd. American Depositary Shares	2	$282.4M	— (—)	—	—	0.115
7	LTCLTC Properties, Inc.	1	$1.86B	— (—)	—	—	0.045
8	DXYZDestiny Tech100 Inc.	1	$846.9M	— (—)	—	—	0.034
9	GSLGlobal Ship Lease, Inc.	2	$1.37B	— (—)	—	—	0.030
10	ANFAbercrombie & Fitch Co.	2	$3.88B	— (—)	—	—	0.016
11	NETCloudflare, Inc. Class A common stock, par value $0.001 per share	1	$79.53B	— (—)	—	—	0.012
12	FTLFFitLife Brands, Inc. Common Stock	1	$105.8M	— (—)	—	—	0.012
13	SIRISirius XM Holdings, Inc	2	$9.44B	— (—)	—	—	0.011
14	METAMeta Platforms, Inc. Class A Common Stock	1	$1.47T	— (—)	—	—	0.010
15	WUThe Western Union Company	1	$2.22B	— (—)	—	—	0.009
16	CROXCrocs, Inc.	2	$6.21B	— (—)	—	—	0.008
17	ADBEAdobe Inc.	1	$77.58B	— (—)	—	—	0.007
18	KSPIJoint Stock Company Kaspi.kz American Depository Shares	2	$15.62B	— (—)	—	—	0.006
19	WEXWEX Inc.	1	$4.42B	— (—)	—	—	0.006
20	MCDMcDonald's Corporation	1	$197.95B	— (—)	—	—	0.004
21	SFMSprouts Farmers Market, Inc.	1	$7.57B	— (—)	—	—	0.004
22	PYPLPayPal Holdings, Inc. Common Stock	1	$37.50B	— (—)	—	—	0.003
23	TEAMAtlassian Corporation Class A Common Stock	1	$20.99B	— (—)	—	—	0.003
24	LULUlululemon athletica inc.	1	$12.69B	— (—)	—	—	0.002
25	PDDPDD Holdings Inc. American Depositary Shares	1	$113.25B	— (—)	—	—	0.002
26	CRMSalesforce, Inc.	1	$124.31B	— (—)	—	—	0.002
27	DALDelta Air Lines, Inc.	1	$55.31B	— (—)	—	—	0.002
28	GOOGLAlphabet Inc. Class A Common Stock	1	$4.49T	— (—)	—	—	0.002
29	SHOPShopify Inc. Class A subordinate voting shares	1	$141.25B	— (—)	—	—	0.002
30	NKENike, Inc.	1	$66.94B	— (—)	—	—	0.001