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Stocks Most Commonly
Held In Funds’ Top 10

Funds Holding Holding in Top 10 New Positions Closed Positions Increased Positions Reduced Positions Call Options Put Options
Name Funds holding
in top 10 		Growth Growth % Return since
30 Jun ‘26
AMD icon
1
Advanced Micro Devices
AMD
$1T
455 +336 +282% 5.8%
MU icon
2
Micron Technology
MU
$1.21T
660 +462 +233% 7.14%
INTC icon
3
Intel
INTC
$648B
189 +131 +226% 12.2%
DELL icon
4
Dell
DELL
$350B
93 +63 +210% 27.4%
CRWD icon
5
CrowdStrike
CRWD
$269B
76 +51 +204% 37.6%
MRVL icon
6
Marvell Technology
MRVL
$234B
109 +73 +203% 12.4%
PANW icon
7
Palo Alto Networks
PANW
$322B
167 +110 +193% 15.3%
AMAT icon
8
Applied Materials
AMAT
$376B
337 +195 +137% 34.4%
KLAC icon
9
KLA
KLAC
$245B
172 +92 +115% 37.7%
STX icon
10
Seagate
STX
$210B
106 +56 +112% 4.26%
TXN icon
11
Texas Instruments
TXN
$249B
85 +44 +107% 8.54%
QCOM icon
12
Qualcomm
QCOM
$211B
78 +40 +105% 6.74%
LRCX icon
13
Lam Research
LRCX
$385B
265 +125 +89% 29.1%
UNH icon
14
UnitedHealth
UNH
$333B
95 +44 +86% 10.7%
CSCO icon
15
Cisco
CSCO
$420B
222 +98 +79% 9.39%
ARM icon
16
Arm
ARM
$355B
36 +14 +64% 6.21%
CAT icon
17
Caterpillar
CAT
$373B
250 +89 +55% 23.7%
SNDK
18
Sandisk
SNDK
$266B
120 +41 +52% 20.1%
ASML icon
19
ASML
ASML
$670B
171 +55 +47% 12.3%
APH icon
20
Amphenol
APH
$203B
117 +32 +38% 6.77%
ANET icon
21
Arista Networks
ANET
$257B
56 +11 +24% 19.8%
LLY icon
22
Eli Lilly
LLY
$1.03T
471 +92 +24% 4.04%
IBM icon
23
IBM
IBM
$219B
52 +8 +18% 17.2%
TSM icon
24
TSMC
TSM
$2.32T
511 +78 +18% 6.49%
GE icon
25
GE Aerospace
GE
$332B
94 +14 +18% 14.4%
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