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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, 7,143 funds (~80%) 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
AVGO icon
476
Broadcom
AVGO
$1.66T
PineStone Asset Management
PineStone Asset Management
Quebec, Canada
$136M New
+1,244% vs $10.1M median
10 8
IBM icon
477
IBM
IBM
$234B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$136M Increased
+960% vs $12.8M median
571 1
TAK icon
478
Takeda Pharmaceutical
TAK
$68.5B
Capital Research Global Investors
Capital Research Global Investors
California
$136M Increased
+377% vs $28.4M median
226 1
INTC icon
479
Intel
INTC
$317B
Greenwoods Asset Management (HK)
Greenwoods Asset Management (HK)
Hong Kong
$135M Increased
+503% vs $22.4M median
9 8
FPS icon
480
Forgent Power Solutions
FPS
$6.07B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$135M Increased
+715% vs $16.5M median
185 1
PCOR icon
481
Procore
PCOR
$11.6B
Stockbridge Partners
Stockbridge Partners
Massachusetts
$134M New
+153% vs $53M median
8 1
GLDM icon
482
SPDR Gold MiniShares Trust
GLDM
$29.3B
WealthNavi Inc
WealthNavi Inc
Japan
$134M Increased
+108% vs $64.4M median
6 2
HDB icon
483
HDFC Bank
HDB
$133B
Temasek Holdings
Temasek Holdings
Singapore
$134M Increased
+881% vs $13.6M median
77 1
TWLO icon
484
Twilio
TWLO
$32.7B
Capital World Investors
Capital World Investors
California
$134M Increased
+552% vs $20.5M median
362 1
UTI icon
485
Universal Technical Institute
UTI
$1.21B
Capital International Investors
Capital International Investors
California
$134M New
+908% vs $13.3M median
276 1
SO icon
486
Southern Company
SO
$109B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$133M Increased
+941% vs $12.8M median
571 1
RBRK icon
487
Rubrik
RBRK
$22.8B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$133M Increased
+705% vs $16.5M median
185 1
PATK icon
488
Patrick Industries
PATK
$2.59B
Turtle Creek Asset Management
Turtle Creek Asset Management
Ontario, Canada
$133M Increased
+1,112% vs $11M median
14 1
DB icon
489
Deutsche Bank
DB
$67.9B
Artemis Investment Management
Artemis Investment Management
United Kingdom
$133M Increased
+1,059% vs $11.5M median
102 1
TER icon
490
Teradyne
TER
$39B
Capital International Investors
Capital International Investors
California
$133M Increased
+900% vs $13.3M median
276 2
TEL icon
491
TE Connectivity
TEL
$62B
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$132M Increased
+336% vs $30.2M median
21 1
INSM icon
492
Insmed
INSM
$26.6B
Capital International Investors
Capital International Investors
California
$131M Increased
+891% vs $13.3M median
276 2
PG icon
493
Procter & Gamble
PG
$394B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$131M Increased
+921% vs $12.8M median
571 2
CBRS icon
494
Cerebras Systems
CBRS
$25.8B
Lunate Capital
Lunate Capital
United Arab Emirates
$131M New
+160% vs $50.1M median
7 3
SW icon
495
Smurfit Westrock
SW
$22.2B
Artemis Investment Management
Artemis Investment Management
United Kingdom
$130M Increased
+1,037% vs $11.5M median
102 1
SNDK icon
496
Sandisk
SNDK
$126B
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$130M Increased
+1,108% vs $10.8M median
460 4
IESC icon
497
IES Holdings
IESC
$7.22B
Capital Research Global Investors
Capital Research Global Investors
California
$130M New
+358% vs $28.4M median
226 1
FN icon
498
Fabrinet
FN
$11.7B
Westfield Capital Management
Westfield Capital Management
Massachusetts
$130M Increased
+687% vs $16.5M median
185 1
MELI icon
499
Mercado Libre
MELI
$75.6B
SCGE Management
SCGE Management
California
$130M New
+241% vs $38M median
6 3
HBAN icon
500
Huntington Bancshares
HBAN
$31.9B
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$130M Increased
+913% vs $12.8M median
571 1