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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 → |
| MU | Micron Technology Inc | Information Technology | New to many | 27 | $29.34B | 1.5% | -$14.04B | 13 | 14 | 7 | Who owns it → |
| AMD | Advanced Micro Devices Inc | Information Technology | New to many | 27 | $23.34B | 1.3% | -$412.02M | 15 | 11 | 10 | Who owns it → |
| AMAT | Applied Materials Inc | Information Technology | New to many | 27 | $20.68B | 1.3% | -$3.06B | 6 | 17 | 5 | Who owns it → |
| INTC | Intel Corp | Information Technology | New to many | 24 | $14.79B | 0.5% | +$262.59M | 11 | 14 | 7 | Who owns it → |
| TXN | Texas Instruments Inc | Information Technology | New to many | 24 | $9.60B | 0.7% | -$1.24B | 13 | 9 | 6 | Who owns it → |
| SPGI | S&P Global Inc | Financials | New to many | 25 | $6.16B | 0.7% | +$2.09B | 15 | 9 | 6 | Who owns it → |
| DHR | Danaher Corp | Information Technology | New to many | 22 | $4.96B | 0.6% | +$273.60M | 12 | 7 | 5 | 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 → |
| NBIS | Nebius Group N.V. (Class A) | Information Technology | New to many | 13 | $4.37B | 1.1% | -$162.46M | 8 | 5 | 6 | Who owns it → |
| SNOW | Snowflake Inc | Information Technology | New to many | 20 | $4.31B | 0.6% | +$1.60B | 12 | 5 | 7 | Who owns it → |
| INTU | Intuit Inc | Information Technology | New to many | 14 | $3.81B | 0.3% | +$1.59B | 11 | 8 | 5 | 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 → |
| 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 → |
| ZTS | Zoetis Inc (Class A) | Health Care | New to many | 21 | $1.66B | 0.7% | +$350.14M | 14 | 7 | 6 | Who owns it → |
| A | Agilent Technologies, Inc | Information Technology | New to many | 16 | $1.31B | 0.4% | -$3.14M | 8 | 6 | 5 | Who owns it → |
| FBIN | Fortune Brands Innovations, Inc | Materials | New to many | 18 | $1.18B | 0.5% | -$20.36M | 13 | 4 | 5 | Who owns it → |
| — | Alphabet Inc | Unclassified | New to many | 8 | $1.13B | 0.2% | +$1.13B | 8 | 0 | 8 | Who owns it → |
| SANM | Sanmina Corp | Information Technology | New to many | 15 | $973.25M | 0.1% | +$327.88M | 9 | 6 | 5 | Who owns it → |
| — | Alphabet Inc | Unclassified | New to many | 7 | $871.07M | 0.7% | +$871.07M | 7 | 0 | 7 | Who owns it → |
| MAIR | Madison Air Solutions Corp (Class A) | Industrials | New to many | 10 | $810.55M | 0.4% | +$771.55M | 9 | 0 | 9 | 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 → |
| 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 → |
| TECH | BIO-TECHNE Corp | Health Care | New to many | 15 | $692.32M | 0.4% | -$136.40M | 9 | 7 | 5 | Who owns it → |
| — | Gamestop Corp (Note) | Unclassified | New to many | 5 | $639.98M | 0.3% | +$639.98M | 5 | 0 | 5 | Who owns it → |
| INIO | Innio N.v. | Industrials | New to many | 9 | $459.53M | 0.1% | +$444.33M | 8 | 0 | 8 | Who owns it → |
| — | Apogee Therapeutics Inc | Health Care | New to many | 10 | $427.09M | 0.2% | +$288.89M | 8 | 3 | 6 | Who owns it → |
| XE | X-Energy, Inc (Class A) | Industrials | New to many | 10 | $392.53M | 0.2% | +$385.18M | 9 | 0 | 9 | Who owns it → |
| BTDR | Bitdeer Technologies Group (Class A) | Financials | New to many | 8 | $380.87M | 0.3% | +$320.32M | 7 | 1 | 5 | Who owns it → |
| — | Gamestop Corp (Note) | Unclassified | New to many | 6 | $362.92M | 0.0% | +$362.92M | 6 | 0 | 6 | Who owns it → |
| SHAZ | SharonAI Holdings Inc (Class A) | Information Technology | New to many | 7 | $359.87M | 0.1% | +$294.67M | 7 | 0 | 5 | Who owns it → |
| — | Doordash Inc (Note) | Unclassified | New to many | 5 | $350.72M | 0.4% | +$350.72M | 5 | 0 | 5 | Who owns it → |
| PCOR | Procore Technologies, Inc | Information Technology | New to many | 9 | $320.38M | 0.1% | -$60.25M | 7 | 3 | 5 | Who owns it → |
| QNT | Quantinuum Inc (Class A) | Information Technology | New to many | 8 | $317.48M | 0.1% | +$271.38M | 7 | 0 | 7 | Who owns it → |
| ASND | Ascendis Pharma A/S | Health Care | New to many | 7 | $275.77M | 0.0% | +$275.77M | 7 | 0 | 7 | 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 → |
| PDFS | PDF Solutions Inc | Information Technology | New to many | 9 | $270.14M | 0.1% | +$147.37M | 8 | 1 | 5 | Who owns it → |
| ARXS | Arxis, Inc (Class A) | Industrials | New to many | 10 | $240.41M | 0.0% | +$182.74M | 9 | 0 | 9 | Who owns it → |
| OGC | OceanaGold Corp | Materials | New to many | 9 | $234.63M | 0.3% | +$159.86M | 8 | 0 | 8 | Who owns it → |
| WOLF | Wolfspeed, Inc | Information Technology | New to many | 9 | $221.28M | 0.1% | +$109.92M | 7 | 3 | 5 | Who owns it → |
| WSE | Wise Group plc (Class A) | Industrials | New to many | 6 | $196.32M | 0.0% | +$16.70M | 5 | 0 | 5 | Who owns it → |
| VGNT | Versigent PLC | Consumer Discretionary | New to many | 11 | $194.50M | 0.0% | +$128.20M | 10 | 1 | 9 | Who owns it → |
| DPC | DPC Holdings PLC | Materials | New to many | 10 | $194.37M | 0.0% | +$193.64M | 9 | 0 | 9 | Who owns it → |
| AESI | Atlas Energy Solutions Inc | Energy | New to many | 10 | $192.32M | 0.2% | +$92.00M | 7 | 3 | 5 | Who owns it → |
| — | Firstenergy Corp (Note 3.625%) | Unclassified | New to many | 5 | $162.83M | 0.0% | +$162.83M | 5 | 0 | 5 | Who owns it → |
| ADEA | Adeia Inc | Communication Services | New to many | 13 | $161.52M | 0.0% | -$43.98M | 9 | 4 | 5 | Who owns it → |
| AADX | Applied Aerospace & Defense, Inc | Industrials | New to many | 9 | $123.58M | 0.0% | +$95.11M | 8 | 0 | 8 | 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 → |
| PURR | Hyperliquid Strategies Inc | Financials | New to many | 9 | $115.93M | 0.1% | +$88.21M | 8 | 0 | 5 | Who owns it → |
| LFTO | Liftoff Mobile, Inc | Information Technology | New to many | 7 | $113.03M | 0.0% | +$84.20M | 6 | 0 | 6 | Who owns it → |