Tom Lee's GRNY ETF increased MSTR to its largest holding in mid-August, ahead of a subsequent 46% rally.

Macro & Markets · 2026-09-05

The Fundstrat Granny Shots US Large Cap ETF (GRNY) elevated MSTR from its smallest to largest holding over roughly two weeks starting in mid-August, reaching 3.02% of the fund's portfolio by September 3. The accumulation preceded a subsequent 46% rally in MSTR, which surpassed Robinhood's 2.99% weighting in the fund.

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