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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.

Stock Fund Size
of Trade
Trade
Type
Degree of
Conviction
Total
Trades
HC Buyers
AVGO icon
26
Broadcom
AVGO
$1.54T
Capital World Investors
Capital World Investors
California
$2.29B Increased
+16,129% vs $14.1M median
392 10
MU icon
27
Micron Technology
MU
$993B
Coatue Management
Coatue Management
New York
$2.23B Increased
+1,042% vs $195M median
17 13
SPCX icon
28
SpaceX
SPCX
$2T
Harvard Management Company
Harvard Management Company
Massachusetts
$2.2B New
+3,827% vs $56M median
10 31
AVGO icon
29
Broadcom
AVGO
$1.54T
Sanders Capital
Sanders Capital
Florida
$2.07B New
+420% vs $398M median
13 10
NVDA icon
30
NVIDIA
NVDA
$5.09T
Capital Research Global Investors
Capital Research Global Investors
California
$1.99B Increased
+5,213% vs $37.5M median
204 16
SNDK icon
31
Sandisk
SNDK
$179B
Situational Awareness
Situational Awareness
California
$1.93B Increased
+3,546% vs $53.1M median
16 6
GOOGM icon
32
Alphabet Inc Depositary Shares Series A Preferred Stock
GOOGM
Capital World Investors
Capital World Investors
California
$1.86B New
+13,085% vs $14.1M median
392 4
GOOGL icon
33
Alphabet (Google) Class A
GOOGL
$3.92T
Capital Research Global Investors
Capital Research Global Investors
California
$1.79B Increased
+4,675% vs $37.5M median
204 17
SPCX icon
34
SpaceX
SPCX
$2T
Capital Research Global Investors
Capital Research Global Investors
California
$1.77B New
+4,623% vs $37.5M median
204 31
V icon
35
Visa
V
$766B
Dodge & Cox
Dodge & Cox
California
$1.74B Increased
+7,634% vs $22.5M median
78 9
GOOG icon
36
Alphabet (Google) Class C
GOOG
$3.88T
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.73B Increased
+11,201% vs $15.3M median
409 15
CBRS icon
37
Cerebras Systems
CBRS
$26.3B
Altimeter Capital Management
Altimeter Capital Management
Massachusetts
$1.7B New
+1,381% vs $115M median
15 7
MRK icon
38
Merck
MRK
$358B
Capital International Investors
Capital International Investors
California
$1.7B Increased
+8,031% vs $20.9M median
256 1
MS icon
39
Morgan Stanley
MS
$282B
Capital World Investors
Capital World Investors
California
$1.69B Increased
+11,920% vs $14.1M median
392 2
RCL icon
40
Royal Caribbean
RCL
$73.9B
Capital Research Global Investors
Capital Research Global Investors
California
$1.68B Increased
+4,368% vs $37.5M median
204 2
SPCX icon
41
SpaceX
SPCX
$2T
Temasek Holdings
Temasek Holdings
Singapore
$1.67B New
+16,022% vs $10.4M median
100 31
CBRS icon
42
Cerebras Systems
CBRS
$26.3B
Coatue Management
Coatue Management
New York
$1.65B New
+744% vs $195M median
17 7
KLAC icon
43
KLA
KLAC
$190B
Capital International Investors
Capital International Investors
California
$1.64B Increased
+7,762% vs $20.9M median
256 4
D icon
44
Dominion Energy
D
$57.3B
Capital Research Global Investors
Capital Research Global Investors
California
$1.62B Increased
+4,208% vs $37.5M median
204 2
WELL icon
45
Welltower
WELL
$171B
Capital World Investors
Capital World Investors
California
$1.54B Increased
+10,860% vs $14.1M median
392 2
XOM icon
46
ExxonMobil
XOM
$753B
GQG Partners
GQG Partners
Florida
$1.53B Increased
+5,942% vs $25.3M median
57 2
MSFT icon
47
Microsoft
MSFT
$3.89T
Sanders Capital
Sanders Capital
Florida
$1.5B Increased
+277% vs $398M median
13 16
TMO icon
48
Thermo Fisher Scientific
TMO
$249B
Dodge & Cox
Dodge & Cox
California
$1.45B Increased
+6,367% vs $22.5M median
78 4
DIS icon
49
Walt Disney
DIS
$194B
Sanders Capital
Sanders Capital
Florida
$1.4B New
+253% vs $398M median
13 4
ORCL icon
50
Oracle
ORCL
$382B
Capital Research Global Investors
Capital Research Global Investors
California
$1.38B Increased
+3,572% vs $37.5M median
204 3