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
$52B
2,069 2,069 0 25.7%
SPCX
2
SpaceX
SPCX
$1.99T
1,753 1,753 0 11.7%
FDXF
3
FedEx Freight
FDXF
$18.2B
1,135 1,135 0 19.4%
INTC icon
4
Intel
INTC
$534B
1,016 1,130 114 27.6%
MU icon
5
Micron Technology
MU
$1.05T
922 1,042 120 19.7%
AMD icon
6
Advanced Micro Devices
AMD
$837B
854 993 139 11.8%
MRVL icon
7
Marvell Technology
MRVL
$206B
692 803 111 22.9%
SNDK
8
Sandisk
SNDK
$223B
653 745 92 33.2%
AMAT icon
9
Applied Materials
AMAT
$330B
593 711 118 42.5%
LRCX icon
10
Lam Research
LRCX
$337B
522 617 95 37.9%
STX icon
11
Seagate
STX
$178B
511 579 68 18.8%
DELL icon
12
Dell
DELL
$358B
510 620 110 30.6%
PANW icon
13
Palo Alto Networks
PANW
$307B
472 601 129 10.2%
GLW icon
14
Corning
GLW
$124B
452 575 123 43.6%
WDC icon
15
Western Digital
WDC
$150B
446 534 88 34.7%
TXN icon
16
Texas Instruments
TXN
$238B
436 525 89 12.5%
KLAC icon
17
KLA
KLAC
$219B
434 524 90 44.5%
CBRS
18
Cerebras Systems
CBRS
$45.2B
414 414 0 13.8%
VGNT
19
Versigent PLC
VGNT
$3.22B
405 413 8 8.12%
CRWD icon
20
CrowdStrike
CRWD
$247B
399 525 126 26.5%
CSCO icon
21
Cisco
CSCO
$425B
389 493 104 8.28%
UNH icon
22
UnitedHealth
UNH
$337B
384 525 141 9.71%
IALT
23
iShares Systematic Alternatives Active ETF
IALT
$5.59B
370 372 2 5.1%
DRAM
24
Roundhill Memory ETF
DRAM
$26B
366 366 0 25.1%
GEV icon
25
GE Vernova
GEV
$246B
355 483 128 21.3%