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| Ticker | Company | Sector | Signals ⓘHigh consensus = held by 30+ tracked managers. Net bought by 10+ = at least 10 more managers bought or added than trimmed or sold. New to many = 5+ managers opened a new position. | Managers ⓘTracked managers holding it at quarter end. | Total value ↓ | Avg. weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value). | Est. net buying ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Buying ⓘManagers that opened or added to a position this quarter. | Selling ⓘManagers that trimmed or sold out this quarter. | New positions | Who owns it |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | Net bought by 10+New to many | 19 | $45.96B | 3.7% | +$44.72B | 18 | 0 | 18 | Who owns it → |
| SCHW | Schwab Charles Corp | Financials | Net bought by 10+ | 25 | $19.38B | 1.3% | +$1.34B | 16 | 6 | 1 | Who owns it → |
| KLAC | Kla Corp | Information Technology | Net bought by 10+ | 17 | $10.16B | 0.7% | +$3.82B | 16 | 2 | 2 | Who owns it → |
| BKNG | Booking Holdings Inc | Consumer Discretionary | Net bought by 10+ | 17 | $9.64B | 0.6% | +$7.09B | 16 | 2 | 2 | Who owns it → |
| STX | Seagate Technology Holdings plc | Information Technology | Net bought by 10+ | 16 | $9.58B | 1.1% | +$2.91B | 13 | 3 | 3 | Who owns it → |
| PEP | Pepsico Inc | Consumer Staples | Net bought by 10+ | 22 | $5.10B | 0.4% | +$448.95M | 15 | 4 | 1 | Who owns it → |
| SHEL | Shell plc | Energy | Net bought by 10+ | 20 | $4.80B | 0.5% | +$547.86M | 13 | 3 | 2 | Who owns it → |
| CBRS | Cerebras Systems Inc (Class A) | Information Technology | Net bought by 10+New to many | 13 | $4.68B | 1.9% | +$4.49B | 12 | 0 | 12 | Who owns it → |
| CVNA | Carvana Co (Class A) | Consumer Discretionary | Net bought by 10+ | 13 | $3.60B | 1.1% | +$2.53B | 12 | 2 | 1 | Who owns it → |
| CCL | Carnival Corp Ltd | Industrials | Net bought by 10+New to many | 13 | $3.50B | 1.3% | +$2.90B | 11 | 1 | 8 | Who owns it → |
| UAL | United Airlines Holdings, Inc | Industrials | Net bought by 10+ | 16 | $2.95B | 0.5% | +$697.87M | 12 | 2 | 2 | Who owns it → |
| FDXF | FedEx Freight Holding Company, Inc | Industrials | Net bought by 10+New to many | 17 | $2.08B | 0.1% | +$1.88B | 16 | 0 | 16 | Who owns it → |
| — | Orla Mining Ltd | Materials | Net bought by 10+ | 14 | $811.87M | 1.6% | +$342.75M | 12 | 0 | 3 | Who owns it → |
| HONA | Honeywell Aerospace Inc | Industrials | Net bought by 10+New to many | 14 | $790.89M | 0.1% | +$790.89M | 14 | 0 | 14 | Who owns it → |
| INGR | Ingredion Inc | Consumer Staples | Net bought by 10+ | 14 | $751.26M | 0.2% | +$166.45M | 11 | 1 | 1 | Who owns it → |
| HON | Honeywell International Inc | Industrials | Net bought by 10+New to many | 15 | $693.04M | 0.1% | +$658.87M | 14 | 0 | 14 | Who owns it → |
| LSTR | Landstar System Inc | Industrials | Net bought by 10+ | 15 | $636.45M | 0.1% | +$64.53M | 12 | 1 | 4 | Who owns it → |
| GFI | Gold Fields Ltd | Materials | Net bought by 10+ | 12 | $399.71M | 0.1% | +$161.48M | 10 | 0 | 1 | Who owns it → |
| ASO | Academy Sports & Outdoors, Inc | Consumer Discretionary | Net bought by 10+ | 16 | $284.67M | 0.1% | +$31.90M | 12 | 2 | 4 | Who owns it → |
| FRVO | Fervo Energy Co (Class A) | Utilities | Net bought by 10+New to many | 11 | $274.95M | 0.0% | +$181.41M | 10 | 0 | 10 | Who owns it → |
| IWF | Ishares Russell 1000 Growth | ETFs & Funds | Net bought by 10+ | 12 | $171.87M | 0.1% | +$24.29M | 11 | 1 | 3 | Who owns it → |
| TGB | Trekor Metals Ltd | Materials | Net bought by 10+New to many | 10 | $122.01M | 0.3% | +$122.01M | 10 | 0 | 10 | Who owns it → |