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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
JBL icon
2001
Jabil
JBL
$34.6B
Point72 Asset Management
Point72 Asset Management
Connecticut
$132M +388% 619,138 2
NVDA icon
2002
NVIDIA
NVDA
$5.11T
CAU
Caxton Associates (UK)
$132M +480% 709,493 23
RNAM
2003
DELISTED
Avidity Biosciences
RNAM
Goldman Sachs
Goldman Sachs
New York
$132M +118% 2,044,316 2
ETH
2004
Grayscale Ethereum Staking Mini ETF Shares
ETH
$1.63B
Morgan Stanley
Morgan Stanley
New York
$132M +5,398,547% 4,048,910 1
LNG icon
2005
Cheniere Energy
LNG
$54.2B
Marshall Wace
Marshall Wace
United Kingdom
$132M +346% 628,459 3
FLUT icon
2006
Flutter Entertainment
FLUT
$19.2B
Millennium Management
Millennium Management
New York
$132M +18,189% 586,768 8
C icon
2007
Citigroup
C
$240B
Corient Private Wealth
Corient Private Wealth
Florida
$132M +288% 1,270,679 5
UAL icon
2008
United Airlines
UAL
$40.9B
Two Sigma Investments
Two Sigma Investments
New York
$132M +3,647% 1,305,748 3
JEMA icon
2009
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.69B
Morgan Stanley
Morgan Stanley
New York
$132M +381% 2,689,394 1
VLTO icon
2010
Veralto
VLTO
$22.8B
Fidelity International
Fidelity International
Bermuda
$132M +264% 1,303,940 1
GEV icon
2011
GE Vernova
GEV
$293B
VARA
Value Aligned Research Advisors
New Jersey
$132M +396% 216,496 12
PCAR icon
2012
PACCAR
PCAR
$65.6B
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$132M +130% 1,286,056 4
KVUE icon
2013
Kenvue
KVUE
$37.4B
Bank of Montreal
Bank of Montreal
Ontario, Canada
$132M +604% 8,050,823 9
MKSI icon
2014
MKS Inc
MKSI
$24.9B
JP Morgan Chase
JP Morgan Chase
New York
$132M +133% 886,847 1
VRTX icon
2015
Vertex Pharmaceuticals
VRTX
$123B
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$132M +120% 305,200 4
GOOG icon
2016
Alphabet (Google) Class C
GOOG
$4.33T
OIAM
OFI Invest Asset Management
France
$132M +668% 459,118 9
ADI icon
2017
Analog Devices
ADI
$193B
Corient Private Wealth
Corient Private Wealth
Florida
$131M +122% 523,053 9
TER icon
2018
Teradyne
TER
$56.3B
Jane Street
Jane Street
New York
$131M +2,172% 765,690 4
JOBY icon
2019
Joby Aviation
JOBY
$7.59B
D.E. Shaw & Co
D.E. Shaw & Co
New York
$131M +241% 8,557,106 1
AMAT icon
2020
Applied Materials
AMAT
$478B
OIAM
OFI Invest Asset Management
France
$131M +3,116% 547,699 17
AL
2021
DELISTED
Air Lease Corp
AL
UBS Group
UBS Group
Switzerland
$131M +270% 2,056,637 5
CDNS icon
2022
Cadence Design Systems
CDNS
$106B
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$131M +333% 402,230 8
IEMG icon
2023
iShares Core MSCI Emerging Markets ETF
IEMG
$157B
JSTA
Japan Science & Technology Agency
Japan
$131M +179% 1,956,084 4
PEP icon
2024
PepsiCo
PEP
$188B
Allianz Asset Management
Allianz Asset Management
Germany
$131M +129% 892,729 12
AMAT icon
2025
Applied Materials
AMAT
$478B
Jane Street
Jane Street
New York
$131M +366% 546,998 17