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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
RVMD icon
2026
Revolution Medicines
RVMD
$39.7B
UBS Group
UBS Group
Switzerland
$131M +184% 1,998,972 3
CVS icon
2027
CVS Health
CVS
$133B
Point72 Asset Management
Point72 Asset Management
Connecticut
$131M +390% 1,662,535 7
EOG icon
2028
EOG Resources
EOG
$71.4B
HF
HRT Financial
New York
$131M +789% 1,219,692 4
BAC icon
2029
Bank of America
BAC
$423B
Credit Agricole
Credit Agricole
France
$131M +142% 2,477,483 8
MSFT icon
2030
Microsoft
MSFT
$2.86T
LCI
L1 Capital International
Australia
$131M +322% 261,293 18
FERG icon
2031
Ferguson
FERG
$44.1B
KBC Group
KBC Group
Belgium
$131M +504% 548,035 4
GWW icon
2032
W.W. Grainger
GWW
$65B
D.E. Shaw & Co
D.E. Shaw & Co
New York
$131M +113% 134,877 2
KTOS icon
2033
Kratos Defense & Security Solutions
KTOS
$9.04B
Corient Private Wealth
Corient Private Wealth
Florida
$131M +7,821% 1,597,575 1
MMYT icon
2034
MakeMyTrip
MMYT
$5.56B
Wellington Management Group
Wellington Management Group
Massachusetts
$131M +226% 1,593,690 2
MFC icon
2035
Manulife Financial
MFC
$68.6B
Janus Henderson Group
Janus Henderson Group
United Kingdom
$131M +1,975% 3,850,547 3
AVGO icon
2036
Broadcom
AVGO
$1.9T
Capstone Investment Advisors
Capstone Investment Advisors
New York
$131M +895% 365,376 20
SOXX icon
2037
iShares Semiconductor ETF
SOXX
$48.4B
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$131M +5,159% 443,030 1
NVDA icon
2038
NVIDIA
NVDA
$5.11T
MTIM
Marathon Trading Investment Management
Pennsylvania
$131M +16,924% 701,519 23
PEG icon
2039
Public Service Enterprise Group
PEG
$40.1B
Citadel Advisors
Citadel Advisors
Florida
$131M +1,149% 1,600,342 2
CEG icon
2040
Constellation Energy
CEG
$89.8B
American Century Companies
American Century Companies
Missouri
$131M +303% 359,212 4
RH icon
2041
RH
RH
$3.13B
Point72 Asset Management
Point72 Asset Management
Connecticut
$130M +1,846% 762,196 1
BIIB icon
2042
Biogen
BIIB
$29.4B
FAM
Fred Alger Management
New York
$130M +39,075% 796,735 2
EAT icon
2043
Brinker International
EAT
$7.95B
Balyasny Asset Management
Balyasny Asset Management
Illinois
$130M +668% 993,435 3
CPRT icon
2044
Copart
CPRT
$25.5B
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$130M +1,664% 3,137,997 4
CMI icon
2045
Cummins
CMI
$93.3B
Nordea Investment Management
Nordea Investment Management
Sweden
$130M +104% 278,350 8
CLH icon
2046
Clean Harbors
CLH
$16.1B
Nordea Investment Management
Nordea Investment Management
Sweden
$130M +121% 569,388 1
HYG icon
2047
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
LMGAM
Liberty Mutual Group Asset Management
Massachusetts
$130M +159% 1,613,598 3
DUOL icon
2048
Duolingo
DUOL
$5.81B
SOMRS
State of Michigan Retirement System
Michigan
$130M +5,800% 551,000 2
XEL icon
2049
Xcel Energy
XEL
$50B
Bank of Montreal
Bank of Montreal
Ontario, Canada
$130M +114% 1,646,220 4
MS icon
2050
Morgan Stanley
MS
$351B
Jane Street
Jane Street
New York
$130M +232% 778,251 10