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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
SPCX icon
51
SpaceX
SPCX
$2T
Dragoneer Investment Group
Dragoneer Investment Group
California
$1.36B New
+326% vs $319M median
5 31
SPCX icon
52
SpaceX
SPCX
$2T
Hancock Prospecting
Hancock Prospecting
Australia
$1.36B New
+8,569% vs $15.7M median
15 31
DAL icon
53
Delta Air Lines
DAL
$50.5B
Berkshire Hathaway
Berkshire Hathaway
Nebraska
$1.32B Increased
+635% vs $180M median
8 1
BRK.B icon
54
Berkshire Hathaway Class B
BRK.B
$1.16T
Capital World Investors
Capital World Investors
California
$1.3B New
+9,138% vs $14.1M median
392 4
COHR icon
55
Coherent
COHR
$41.2B
Capital International Investors
Capital International Investors
California
$1.27B New
+5,994% vs $20.9M median
256 1
GOOGN icon
56
Alphabet Inc Depositary Shares Series B Preferred Stock
GOOGN
Capital World Investors
Capital World Investors
California
$1.27B New
+8,924% vs $14.1M median
392 4
ROP icon
57
Roper Technologies
ROP
$43.3B
Dodge & Cox
Dodge & Cox
California
$1.27B Increased
+5,538% vs $22.5M median
78 2
SPCX icon
58
SpaceX
SPCX
$2T
Lightspeed Management Company
Lightspeed Management Company
California
$1.24B New
+1,860% vs $63.3M median
3 31
RVMD icon
59
Revolution Medicines
RVMD
$40.1B
DGM
Darwin Global Management
Jersey
$1.23B Increased
+7,005% vs $17.3M median
3 3
INTC icon
60
Intel
INTC
$460B
Coatue Management
Coatue Management
New York
$1.22B New
+525% vs $195M median
17 13
SPCX icon
61
SpaceX
SPCX
$2T
Kinetic Partners Management
Kinetic Partners Management
Florida
$1.21B New
+2,990% vs $39.2M median
22 31
QCOM icon
62
Qualcomm
QCOM
$188B
Aspex Management (HK)
Aspex Management (HK)
Hong Kong
$1.19B New
+546% vs $184M median
10 6
FDXF icon
63
FedEx Freight
FDXF
$16.5B
Dodge & Cox
Dodge & Cox
California
$1.18B New
+5,132% vs $22.5M median
78 4
PG icon
64
Procter & Gamble
PG
$373B
Capital World Investors
Capital World Investors
California
$1.16B Increased
+8,143% vs $14.1M median
392 2
NFLX icon
65
Netflix
NFLX
$274B
Pershing Square Capital Management
Pershing Square Capital Management
New York
$1.15B New
+152% vs $456M median
10 5
ARM icon
66
Arm
ARM
$225B
Capital World Investors
Capital World Investors
California
$1.15B New
+8,071% vs $14.1M median
392 5
TSLA icon
67
Tesla
TSLA
$1.47T
Capital World Investors
Capital World Investors
California
$1.13B Increased
+7,891% vs $14.1M median
392 5
SPGI icon
68
S&P Global
SPGI
$133B
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
$1.12B Increased
+320% vs $265M median
15 3
APH icon
69
Amphenol
APH
$183B
Capital International Investors
Capital International Investors
California
$1.11B Increased
+5,214% vs $20.9M median
256 6
BA icon
70
Boeing
BA
$149B
Capital Research Global Investors
Capital Research Global Investors
California
$1.1B Increased
+2,835% vs $37.5M median
204 3
BA icon
71
Boeing
BA
$149B
Capital World Investors
Capital World Investors
California
$1.1B Increased
+7,695% vs $14.1M median
392 3
SPGI icon
72
S&P Global
SPGI
$133B
Pershing Square Capital Management
Pershing Square Capital Management
New York
$1.1B New
+140% vs $456M median
10 3
MU icon
73
Micron Technology
MU
$993B
Capital International Investors
Capital International Investors
California
$1.09B Increased
+5,112% vs $20.9M median
256 13
ASML icon
74
ASML
ASML
$606B
Capital International Investors
Capital International Investors
California
$1.07B Increased
+5,017% vs $20.9M median
256 3
TSM icon
75
TSMC
TSM
$2.17T
Situational Awareness
Situational Awareness
California
$1.07B Increased
+1,909% vs $53.1M median
16 13