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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
ANET icon
326
Arista Networks
ANET
$261B
Comgest Global Investors
Comgest Global Investors
France
$143M New
+1,165% vs $11.3M median
17 4
BSX icon
327
Boston Scientific
BSX
$64.1B
Capital Research Global Investors
Capital Research Global Investors
California
$142M Increased
+399% vs $28.4M median
226 3
LRCX icon
328
Lam Research
LRCX
$293B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$141M Increased
+1,001% vs $12.8M median
571 1
DASH icon
329
DoorDash
DASH
$75.2B
WAM
WT Asset Management
Hong Kong
$141M New
+255% vs $39.6M median
33 2
ARES icon
330
Ares Management
ARES
$30.3B
Capital World Investors
Capital World Investors
California
$141M Increased
+586% vs $20.5M median
362 1
DHI icon
331
D.R. Horton
DHI
$39.2B
Capital Research Global Investors
Capital Research Global Investors
California
$140M Increased
+395% vs $28.4M median
226 1
SNOW icon
332
Snowflake
SNOW
$105B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$140M Increased
+994% vs $12.8M median
571 2
WM icon
333
Waste Management
WM
$97.1B
Capital Research Global Investors
Capital Research Global Investors
California
$140M Increased
+392% vs $28.4M median
226 2
CTRE icon
334
CareTrust REIT
CTRE
$9.8B
Capital Research Global Investors
Capital Research Global Investors
California
$140M New
+392% vs $28.4M median
226 1
CEG icon
335
Constellation Energy
CEG
$99.3B
Capital World Investors
Capital World Investors
California
$140M Increased
+581% vs $20.5M median
362 3
DDOG icon
336
Datadog
DDOG
$66.6B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$139M Increased
+989% vs $12.8M median
571 1
STRL icon
337
Sterling Infrastructure
STRL
$9.2B
Temasek Holdings
Temasek Holdings
Singapore
$139M Increased
+921% vs $13.6M median
77 1
CLS icon
338
Celestica
CLS
$32B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$139M New
+742% vs $16.5M median
185 2
GNRC icon
339
Generac Holdings
GNRC
$11.4B
Capital Research Global Investors
Capital Research Global Investors
California
$139M New
+389% vs $28.4M median
226 1
APO icon
340
Apollo Global Management
APO
$71.6B
Capital International Investors
Capital International Investors
California
$139M Increased
+946% vs $13.3M median
276 1
LIN icon
341
Linde
LIN
$240B
Capital Research Global Investors
Capital Research Global Investors
California
$138M Increased
+388% vs $28.4M median
226 3
BX icon
342
Blackstone
BX
$93.7B
Capital Research Global Investors
Capital Research Global Investors
California
$138M Increased
+385% vs $28.4M median
226 2
SE icon
343
Sea Limited
SE
$45.6B
WCM Investment Management
WCM Investment Management
California
$137M Increased
+889% vs $13.9M median
112 1
XEMD icon
344
BondBloxx JPMorgan USD Emerging Markets 1-10 Year Bond ETF
XEMD
$1.01B
Adventist Health System Sunbelt Healthcare Corp
Adventist Health System Sunbelt Healthcare Corp
Florida
$137M Increased
+168% vs $51.1M median
16 1
ABBV icon
345
AbbVie
ABBV
$520B
Capital International Investors
Capital International Investors
California
$137M Increased
+930% vs $13.3M median
276 3
ONC icon
346
BeOne Medicines Ltd
ONC
$47.5B
Capital International Investors
Capital International Investors
California
$136M Increased
+929% vs $13.3M median
276 2
IONS icon
347
Ionis Pharmaceuticals
IONS
$4.55B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$136M Increased
+723% vs $16.5M median
185 1
AVGO icon
348
Broadcom
AVGO
$1.74T
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$136M New
+1,244% vs $10.1M median
10 6
IBM icon
349
IBM
IBM
$231B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$136M Increased
+960% vs $12.8M median
571 1
TAK icon
350
Takeda Pharmaceutical
TAK
$67.5B
Capital Research Global Investors
Capital Research Global Investors
California
$136M Increased
+377% vs $28.4M median
226 1