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High Conviction Fund Buys

Fund buys of at least $100M where the fund at least doubled its position.

Stock Fund Market Value Change
in Stake
Shares HC Buyers
DG icon
1301
Dollar General
DG
$27.2B
Bessemer Group
Bessemer Group
New Jersey
$188M +24,883% 1,687,533 2
AMAT icon
1302
Applied Materials
AMAT
$457B
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$188M +152% 784,740 17
SNDK
1303
Sandisk
SNDK
$248B
SA
Situational Awareness
California
$188M +817% 939,200 3
TGT icon
1304
Target
TGT
$61.2B
AQR Capital Management
AQR Capital Management
Connecticut
$188M +244% 2,035,298 3
DAY
1305
DELISTED
Dayforce
DAY
Balyasny Asset Management
Balyasny Asset Management
Illinois
$187M +428% 2,721,807 4
LLY icon
1306
Eli Lilly
LLY
$1.05T
Federated Hermes
Federated Hermes
Pennsylvania
$187M +158% 195,781 10
PLTR icon
1307
Palantir
PLTR
$312B
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$187M +117% 1,033,416 9
KNX icon
1308
Knight Transportation
KNX
$12.1B
DCP
D1 Capital Partners
New York
$187M +107% 3,988,299 3
CVX icon
1309
Chevron
CVX
$363B
SG Americas Securities
SG Americas Securities
New York
$187M +920% 1,226,998 5
BBY icon
1310
Best Buy
BBY
$17.2B
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$187M +379% 2,449,342 1
IWM icon
1311
iShares Russell 2000 ETF
IWM
$82B
Corient Private Wealth
Corient Private Wealth
Florida
$187M +139% 759,984 10
ALB icon
1312
Albemarle
ALB
$14.8B
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$187M +6,959% 1,645,889 1
ACN icon
1313
Accenture
ACN
$84.8B
BNP Paribas Asset Management
BNP Paribas Asset Management
France
$187M +194% 735,337 7
WDC icon
1314
Western Digital
WDC
$191B
National Pension Service
National Pension Service
South Korea
$187M +268% 1,231,477 1
GKOS icon
1315
Glaukos
GKOS
$8.97B
Janus Henderson Group
Janus Henderson Group
United Kingdom
$187M +183% 1,953,578 1
TEAM icon
1316
Atlassian
TEAM
$24.4B
CG
Carmignac Gestion
France
$186M +6,602% 1,188,368 4
HUBS icon
1317
HubSpot
HUBS
$11.1B
Alyeska Investment Group
Alyeska Investment Group
Illinois
$186M +408% 449,864 2
IYF icon
1318
iShares US Financials ETF
IYF
$4.23B
DWM
Dynasty Wealth Management
Florida
$186M +545% 1,489,376 1
SCHG icon
1319
Schwab US Large-Cap Growth ETF
SCHG
$60.1B
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$186M +655% 5,728,214 1
COST icon
1320
Costco
COST
$411B
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$186M +118% 205,495 10
RPRX icon
1321
Royalty Pharma
RPRX
$25B
Citadel Advisors
Citadel Advisors
Florida
$186M +1,236% 4,879,192 1
CSCO icon
1322
Cisco
CSCO
$470B
Bessemer Group
Bessemer Group
New Jersey
$186M +1,962% 2,507,145 11
PEP icon
1323
PepsiCo
PEP
$189B
1832 Asset Management
1832 Asset Management
Ontario, Canada
$186M +4,172% 1,266,010 12
TER icon
1324
Teradyne
TER
$53.4B
Corient Private Wealth
Corient Private Wealth
Florida
$186M +2,304% 1,083,016 4
PAAS icon
1325
Pan American Silver
PAAS
$18B
Fidelity International
Fidelity International
Bermuda
$186M +155% 4,438,478 1