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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.

Largest Buys Largest Sells
Stock Fund Size
of Trade 		Trade
Type 		Degree of
Conviction 		Total
Trades 		HC Buyers
BKNG icon
101
Booking.com
BKNG
$113B
Orbis Allan Gray
Orbis Allan Gray
Bermuda
$912M Increased
+3,239% vs $27.3M median
57 7
FIS icon
102
Fidelity National Information Services
FIS
$18.4B
Capital World Investors
Capital World Investors
California
$903M New
+6,308% vs $14.1M median
392 1
META icon
103
Meta Platforms (Facebook)
META
$1.59T
Dodge & Cox
Dodge & Cox
California
$902M Increased
+3,911% vs $22.5M median
78 14
KLAC icon
104
KLA
KLAC
$201B
Capital World Investors
Capital World Investors
California
$889M Increased
+6,207% vs $14.1M median
392 4
NBIS icon
105
Nebius Group N.V.
NBIS
$46.3B
Situational Awareness
Situational Awareness
California
$884M New
+1,566% vs $53.1M median
16 3
WDC icon
106
Western Digital
WDC
$143B
Capital International Investors
Capital International Investors
California
$877M New
+4,096% vs $20.9M median
256 4
GOOGL icon
107
Alphabet (Google) Class A
GOOGL
$3.92T
Temasek Holdings
Temasek Holdings
Singapore
$854M Increased
+8,147% vs $10.4M median
100 17
BDX icon
108
Becton Dickinson
BDX
$53.1B
GA
Greenhaven Associates
New York
$850M New
+1,289% vs $61.2M median
11 1
HD icon
109
Home Depot
HD
$318B
Lone Pine Capital
Lone Pine Capital
Connecticut
$847M New
+582% vs $124M median
21 2
NBIS icon
110
Nebius Group N.V.
NBIS
$46.3B
Lone Pine Capital
Lone Pine Capital
Connecticut
$843M New
+579% vs $124M median
21 3
CRM icon
111
Salesforce
CRM
$198B
Alyeska Investment Group
Alyeska Investment Group
Illinois
$820M New
+4,946% vs $16.2M median
408 4
JNJ icon
112
Johnson & Johnson
JNJ
$647B
Capital World Investors
Capital World Investors
California
$808M Increased
+5,631% vs $14.1M median
392 3
OVV icon
113
Ovintiv
OVV
$19.7B
Capital Research Global Investors
Capital Research Global Investors
California
$804M Increased
+2,042% vs $37.5M median
204 1
PGR icon
114
Progressive
PGR
$131B
Capital Research Global Investors
Capital Research Global Investors
California
$801M Increased
+2,033% vs $37.5M median
204 3
PBLS
115
Parabilis Medicines Inc
PBLS
$3.27B
RA Capital Management
RA Capital Management
Massachusetts
$799M New
+4,009% vs $19.5M median
26 3
LIN icon
116
Linde
LIN
$234B
Lone Pine Capital
Lone Pine Capital
Connecticut
$789M New
+536% vs $124M median
21 4
STX icon
117
Seagate
STX
$152B
Capital International Investors
Capital International Investors
California
$787M New
+3,667% vs $20.9M median
256 10
KKR icon
118
KKR & Co
KKR
$82.5B
Dodge & Cox
Dodge & Cox
California
$782M New
+3,377% vs $22.5M median
78 3
UNH icon
119
UnitedHealth
UNH
$368B
Capital World Investors
Capital World Investors
California
$780M Increased
+5,435% vs $14.1M median
392 3
MLM icon
120
Martin Marietta Materials
MLM
$35.8B
TCI Fund Management
TCI Fund Management
United Kingdom
$780M New
+101% vs $388M median
5 1
WELL icon
121
Welltower
WELL
$163B
Capital International Investors
Capital International Investors
California
$779M Increased
+3,626% vs $20.9M median
256 2
GOOG icon
122
Alphabet (Google) Class C
GOOG
$3.87T
Winslow Capital Management
Winslow Capital Management
Minnesota
$771M Increased
+366% vs $165M median
30 15
PM icon
123
Philip Morris
PM
$316B
Capital Research Global Investors
Capital Research Global Investors
California
$768M Increased
+1,946% vs $37.5M median
204 2
RACE icon
124
Ferrari
RACE
$68.3B
Viking Global Investors
Viking Global Investors
Connecticut
$767M New
+786% vs $86.6M median
52 1
STX icon
125
Seagate
STX
$152B
Lone Pine Capital
Lone Pine Capital
Connecticut
$763M New
+515% vs $124M median
21 10
3 4
5
6 7