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High Conviction Fund Buys

Fund buys of at least $100M where the fund at least doubled its position.

Stock Fund Market Value Change
in Stake
Shares HC Buyers
LRCX icon
1
Lam Research
LRCX
$382B
VanEck Associates
VanEck Associates
New York
$13B +1,395% 150,051,780 2
NU icon
2
Nu Holdings
NU
$68.1B
BlackRock
BlackRock
New York
$2.34B +189% 173,749,403 6
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.07T
ECM
English Capital Management
Michigan
$2.31B +58,067% 3,484 2
AMZN icon
4
Amazon
AMZN
$2.5T
Parnassus Investments
Parnassus Investments
California
$2.08B +82,457% 11,391,479 2
APD icon
5
Air Products & Chemicals
APD
$66.3B
Dodge & Cox
Dodge & Cox
California
$1.8B +227,424% 6,595,294 2
EFV icon
6
iShares MSCI EAFE Value ETF
EFV
$27.6B
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.59B +115% 28,835,144 1
PDD icon
7
Pinduoduo
PDD
$118B
UBS AM
UBS AM
Illinois
$1.51B +1,374% 12,253,589 1
ACN icon
8
Accenture
ACN
$89.9B
UBS AM
UBS AM
Illinois
$1.43B +379% 4,345,039 1
SHW icon
9
Sherwin-Williams
SHW
$78.3B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.37B +119% 3,930,341 1
HUBS icon
10
HubSpot
HUBS
$10.5B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.32B +154% 2,631,790 2
LIN icon
11
Linde
LIN
$237B
UBS AM
UBS AM
Illinois
$1.18B +373% 2,592,682 2
AMAT icon
12
Applied Materials
AMAT
$426B
AllianceBernstein
AllianceBernstein
Tennessee
$1.12B +240% 5,472,284 3
PLD icon
13
Prologis
PLD
$138B
UBS AM
UBS AM
Illinois
$1.06B +535% 8,545,336 2
BRK.A icon
14
Berkshire Hathaway Class A
BRK.A
$1.07T
CAM
CPA Asset Management
Florida
$1.05B +9,900% 1,584 2
SBUX icon
15
Starbucks
SBUX
$118B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B +190% 11,906,323 1
FLUT icon
16
Flutter Entertainment
FLUT
$17.6B
BlackRock
BlackRock
New York
$979M +950,913% 4,716,526 5
DIS icon
17
Walt Disney
DIS
$165B
AllianceBernstein
AllianceBernstein
Tennessee
$880M +119% 9,569,068 3
SPYM
18
State Street SPDR Portfolio S&P 500 ETF
SPYM
$158B
Invesco
Invesco
Georgia
$859M +372,965% 13,210,430 1
QQQ icon
19
Invesco QQQ Trust
QQQ
$455B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$770M +41,136% 1,627,743 2
VRTX icon
20
Vertex Pharmaceuticals
VRTX
$121B
Edgewood Management
Edgewood Management
Connecticut
$734M +7,876% 1,526,983 1
AZO icon
21
AutoZone
AZO
$48.3B
Morgan Stanley
Morgan Stanley
New York
$733M +108% 238,791 3
WELL icon
22
Welltower
WELL
$178B
UBS AM
UBS AM
Illinois
$698M +638% 5,982,711 1
EXC icon
23
Exelon
EXC
$48.6B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$673M +804% 17,906,896 1
URI icon
24
United Rentals
URI
$71.1B
AllianceBernstein
AllianceBernstein
Tennessee
$667M +614% 926,956 1
EQIX icon
25
Equinix
EQIX
$107B
UBS AM
UBS AM
Illinois
$666M +303% 813,666 2