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
$52.6B
2,049 2,049 0 25%
SPCX
2
SpaceX
SPCX
$1.77T
1,734 1,734 0 21.6%
FDXF
3
FedEx Freight
FDXF
$20.4B
1,125 1,125 0 9.67%
INTC icon
4
Intel
INTC
$487B
1,010 1,123 113 34%
MU icon
5
Micron Technology
MU
$1.1T
914 1,033 119 15.6%
AMD icon
6
Advanced Micro Devices
AMD
$766B
843 980 137 19.2%
MRVL icon
7
Marvell Technology
MRVL
$225B
689 797 108 15.7%
SNDK
8
Sandisk
SNDK
$234B
650 740 90 29.6%
AMAT icon
9
Applied Materials
AMAT
$394B
592 708 116 31.4%
LRCX icon
10
Lam Research
LRCX
$389B
519 612 93 28.3%
STX icon
11
Seagate
STX
$193B
510 577 67 11.9%
DELL icon
12
Dell
DELL
$281B
508 616 108 0.77%
PANW icon
13
Palo Alto Networks
PANW
$285B
466 592 126 2.5%
GLW icon
14
Corning
GLW
$130B
446 567 121 40.7%
WDC icon
15
Western Digital
WDC
$169B
444 531 87 26.6%
TXN icon
16
Texas Instruments
TXN
$243B
433 520 87 10.9%
KLAC icon
17
KLA
KLAC
$243B
433 523 90 38.4%
CBRS
18
Cerebras Systems
CBRS
$49.9B
411 411 0 5.05%
VGNT
19
Versigent PLC
VGNT
$3.3B
401 408 7 11%
CRWD icon
20
CrowdStrike
CRWD
$194B
397 523 126 0.24%
CSCO icon
21
Cisco
CSCO
$432B
388 491 103 6.7%
UNH icon
22
UnitedHealth
UNH
$345B
384 524 140 7.41%
IALT
23
iShares Systematic Alternatives Active ETF
IALT
$5.48B
368 370 2 3.03%
DRAM
24
Roundhill Memory ETF
DRAM
$27B
364 364 0 22%
GEV icon
25
GE Vernova
GEV
$257B
351 478 127 17.8%