We are live on ! Find out more
Name Net new
positions
New positions Closed positions Return since
30 Jun ‘26
HONA
1
Honeywell Aerospace
HONA
$49.6B
2,074 2,074 0 29.2%
SPCX
2
SpaceX
SPCX
$1.95T
1,757 1,757 0 13.5%
FDXF
3
FedEx Freight
FDXF
$16.8B
1,138 1,138 0 25.8%
INTC icon
4
Intel
INTC
$610B
1,018 1,132 114 17.4%
MU icon
5
Micron Technology
MU
$1.18T
922 1,042 120 9.43%
AMD icon
6
Advanced Micro Devices
AMD
$985B
857 996 139 3.91%
MRVL icon
7
Marvell Technology
MRVL
$226B
693 805 112 15.4%
SNDK
8
Sandisk
SNDK
$249B
654 746 92 25.3%
AMAT icon
9
Applied Materials
AMAT
$380B
594 712 118 33.8%
LRCX icon
10
Lam Research
LRCX
$388B
522 617 95 28.4%
STX icon
11
Seagate
STX
$203B
512 580 68 7.43%
DELL icon
12
Dell
DELL
$345B
511 621 110 25.6%
PANW icon
13
Palo Alto Networks
PANW
$317B
472 601 129 13.7%
GLW icon
14
Corning
GLW
$130B
452 575 123 41%
WDC icon
15
Western Digital
WDC
$159B
445 534 89 31%
TXN icon
16
Texas Instruments
TXN
$253B
437 526 89 7.17%
KLAC icon
17
KLA
KLAC
$243B
434 524 90 38.3%
CBRS
18
Cerebras Systems
CBRS
$46.5B
416 416 0 11.5%
VGNT
19
Versigent PLC
VGNT
$3.21B
405 413 8 7.95%
CRWD icon
20
CrowdStrike
CRWD
$265B
398 525 127 35.6%
CSCO icon
21
Cisco
CSCO
$422B
391 495 104 8.79%
UNH icon
22
UnitedHealth
UNH
$337B
387 528 141 9.79%
IALT
23
iShares Systematic Alternatives Active ETF
IALT
$5.64B
370 372 2 5.95%
DRAM
24
Roundhill Memory ETF
DRAM
$27.8B
367 367 0 19.8%
GEV icon
25
GE Vernova
GEV
$254B
358 486 128 18.9%