Name Net new
positions
New positions Closed positions Return since
30 Sep ‘25
1
505 505 0 37.6%
2
352 354 2 40%
3
301 412 111 1.62%
APP icon
4
Applovin
APP
$192B
272 397 125 20.8%
5
269 369 100 6.61%
6
265 295 30 21%
7
260 354 94 35.6%
8
256 388 132 32.1%
9
256 383 127 117%
10
255 395 140 6.28%
LRCX icon
11
Lam Research
LRCX
$280B
253 346 93 66.5%
12
252 356 104 24.1%
13
243 309 66 26%
14
238 238 0 0.62%
15
235 344 109 35.7%
16
233 233 0 43%
17
230 332 102 10.9%
18
224 372 148 40%
19
223 312 89 14.8%
20
219 285 66 84.5%
21
214 259 45 76.8%
22
212 305 93 16.6%
23
208 278 70 35.4%
24
199 312 113 22.6%
25
195 282 87 24.8%