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High Conviction Fund Buys

Fund buys of at least $100M that are at least 2x the fund's median buy that quarter - not just a large dollar move. The trade type shows whether the position is new or increased.

Live Disclosures

Portfolio disclosures for 2026 Q3 are currently underway and will close on November 16th. As of this moment, 6,148 funds (~69%) have disclosed their holdings. The data below updates in real time the instant a fund submits a disclosure to the regulatory authority.

Stock Fund Size
of Trade
Trade
Type
Degree of
Conviction
Total
Trades
HC Buyers
PLTR icon
251
Palantir
PLTR
$413B
Winslow Capital Management
Winslow Capital Management
Minnesota
$191M Increased
+123% vs $85.9M median
32 4
TSM icon
252
TSMC
TSM
$2.1T
Capital Research Global Investors
Capital Research Global Investors
California
$191M Increased
+571% vs $28.4M median
226 3
GFL icon
253
GFL Environmental
GFL
$18.3B
Capital Research Global Investors
Capital Research Global Investors
California
$190M Increased
+569% vs $28.4M median
226 1
CME icon
254
CME Group
CME
$113B
Capital World Investors
Capital World Investors
California
$190M Increased
+826% vs $20.5M median
362 4
AVGO icon
255
Broadcom
AVGO
$1.74T
Cardano Risk Management
Cardano Risk Management
Netherlands
$190M Increased
+356% vs $41.6M median
58 6
AZN icon
256
AstraZeneca
AZN
$286B
Capital Research Global Investors
Capital Research Global Investors
California
$189M Increased
+566% vs $28.4M median
226 3
KKR icon
257
KKR & Co
KKR
$86.7B
Winslow Capital Management
Winslow Capital Management
Minnesota
$189M New
+120% vs $85.9M median
32 3
GE icon
258
GE Aerospace
GE
$343B
Capital World Investors
Capital World Investors
California
$189M Increased
+820% vs $20.5M median
362 1
VRTX icon
259
Vertex Pharmaceuticals
VRTX
$138B
Capital International Investors
Capital International Investors
California
$186M Increased
+1,306% vs $13.3M median
276 2
FIS icon
260
Fidelity National Information Services
FIS
$14.6B
Capital World Investors
Capital World Investors
California
$186M Increased
+809% vs $20.5M median
362 1
UBER icon
261
Uber
UBER
$141B
Capital Research Global Investors
Capital Research Global Investors
California
$186M Increased
+555% vs $28.4M median
226 2
RBLX icon
262
Roblox
RBLX
$36.8B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$186M Increased
+1,353% vs $12.8M median
571 1
SPIB icon
263
State Street SPDR Portfolio Intermediate Term Corporate Bond Index ETF
SPIB
$11.3B
Municipal Employees' Retirement System of Michigan
Municipal Employees' Retirement System of Michigan
Michigan
$185M Increased
+107% vs $89.4M median
9 1
VOO icon
264
Vanguard S&P 500 ETF
VOO
$1.05T
Marks Wealth
Marks Wealth
Maryland
$185M New
+274% vs $49.5M median
5 2
RYAAY icon
265
Ryanair
RYAAY
$30B
Capital World Investors
Capital World Investors
California
$184M Increased
+799% vs $20.5M median
362 1
CVX icon
266
Chevron
CVX
$422B
Capital World Investors
Capital World Investors
California
$183M Increased
+793% vs $20.5M median
362 1
MTSI icon
267
MACOM Technology Solutions
MTSI
$18.8B
FengHe Fund Management
FengHe Fund Management
Singapore
$183M New
+506% vs $30.2M median
27 1
SLB icon
268
SLB Ltd
SLB
$75.1B
Capital World Investors
Capital World Investors
California
$182M Increased
+788% vs $20.5M median
362 1
SPGI icon
269
S&P Global
SPGI
$136B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$181M Increased
+1,317% vs $12.8M median
571 1
BE icon
270
Bloom Energy
BE
$59.7B
Capital World Investors
Capital World Investors
California
$181M Increased
+783% vs $20.5M median
362 2
MSTR icon
271
Strategy Inc
MSTR
$48.4B
Capital International Investors
Capital International Investors
California
$181M Increased
+1,266% vs $13.3M median
276 2
AUGO icon
272
Aura Minerals Inc
AUGO
$6.54B
Capital World Investors
Capital World Investors
California
$181M Increased
+782% vs $20.5M median
362 1
INTC icon
273
Intel
INTC
$325B
FengHe Fund Management
FengHe Fund Management
Singapore
$181M New
+499% vs $30.2M median
27 6
MPWR icon
274
Monolithic Power Systems
MPWR
$70.6B
WAM
WT Asset Management
Hong Kong
$181M New
+356% vs $39.6M median
33 1
V icon
275
Visa
V
$784B
Capital International Investors
Capital International Investors
California
$180M Increased
+1,256% vs $13.3M median
276 4