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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
WTRG icon
401
Essential Utilities
WTRG
$12.8B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$120M Increased
+837% vs $12.8M median
571 1
ADM icon
402
Archer Daniels Midland
ADM
$33.8B
Artemis Investment Management
Artemis Investment Management
United Kingdom
$120M Increased
+946% vs $11.5M median
102 1
CRWD icon
403
CrowdStrike
CRWD
$235B
WAM
WT Asset Management
Hong Kong
$120M New
+202% vs $39.6M median
33 2
AMAT icon
404
Applied Materials
AMAT
$302B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$120M Increased
+835% vs $12.8M median
571 2
SGHC icon
405
SGHC Ltd
SGHC
$5.8B
Helikon Investments
Helikon Investments
United Kingdom
$119M Increased
+523% vs $19.1M median
13 1
LSCC icon
406
Lattice Semiconductor
LSCC
$16.9B
Capital Research Global Investors
Capital Research Global Investors
California
$119M Increased
+318% vs $28.4M median
226 1
CTSH icon
407
Cognizant
CTSH
$28.5B
Artemis Investment Management
Artemis Investment Management
United Kingdom
$119M Increased
+936% vs $11.5M median
102 1
BSX icon
408
Boston Scientific
BSX
$64.1B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$119M Increased
+826% vs $12.8M median
571 3
CASY icon
409
Casey's General Stores
CASY
$26.1B
Capital World Investors
Capital World Investors
California
$119M Increased
+478% vs $20.5M median
362 1
FNV icon
410
Franco-Nevada
FNV
$47.8B
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$118M Increased
+291% vs $30.2M median
21 2
DASH icon
411
DoorDash
DASH
$75.2B
Capital World Investors
Capital World Investors
California
$118M Increased
+474% vs $20.5M median
362 2
CELC icon
412
Celcuity
CELC
$3.14B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$117M Increased
+818% vs $12.8M median
571 1
PWR icon
413
Quanta Services
PWR
$91.3B
Capital International Investors
Capital International Investors
California
$117M Increased
+782% vs $13.3M median
276 1
RGEN icon
414
Repligen
RGEN
$10.6B
Capital Research Global Investors
Capital Research Global Investors
California
$117M New
+311% vs $28.4M median
226 1
COP icon
415
ConocoPhillips
COP
$166B
Artemis Investment Management
Artemis Investment Management
United Kingdom
$116M New
+915% vs $11.5M median
102 2
XOM icon
416
ExxonMobil
XOM
$693B
Capital International Investors
Capital International Investors
California
$116M Increased
+774% vs $13.3M median
276 3
AMZN icon
417
Amazon
AMZN
$2.89T
WCM Investment Management
WCM Investment Management
California
$116M Increased
+734% vs $13.9M median
112 10
V icon
418
Visa
V
$784B
Munro Partners
Munro Partners
Australia
$115M New
+585% vs $16.8M median
46 4
TTE icon
419
TotalEnergies
TTE
$196B
Capital International Investors
Capital International Investors
California
$115M Increased
+768% vs $13.3M median
276 1
WAT icon
420
Waters Corp
WAT
$90.8B
Capital Research Global Investors
Capital Research Global Investors
California
$115M Increased
+305% vs $28.4M median
226 1
ARMK icon
421
Aramark
ARMK
$14.2B
Capital International Investors
Capital International Investors
California
$114M Increased
+763% vs $13.3M median
276 1
CLS icon
422
Celestica
CLS
$32B
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management
Texas
$114M New
+644% vs $15.3M median
77 2
V icon
423
Visa
V
$784B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$113M Increased
+584% vs $16.5M median
185 4
KRC icon
424
Kilroy Realty
KRC
$4.17B
Capital Research Global Investors
Capital Research Global Investors
California
$113M New
+297% vs $28.4M median
226 1
DIS icon
425
Walt Disney
DIS
$204B
Cardano Risk Management
Cardano Risk Management
Netherlands
$113M New
+171% vs $41.6M median
58 4