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
$53.3B
2,077 2,077 0 24%
SPCX icon
2
SpaceX
SPCX
$1.92T
1,759 1,759 0 14.5%
FDXF icon
3
FedEx Freight
FDXF
$16.9B
1,139 1,139 0 25%
INTC icon
4
Intel
INTC
$475B
1,019 1,133 114 35.7%
MU icon
5
Micron Technology
MU
$994B
923 1,044 121 23.9%
AMD icon
6
Advanced Micro Devices
AMD
$863B
859 999 140 8.98%
MRVL icon
7
Marvell Technology
MRVL
$205B
694 807 113 23.5%
SNDK icon
8
Sandisk
SNDK
$188B
655 747 92 42.9%
AMAT icon
9
Applied Materials
AMAT
$325B
595 713 118 43.4%
LRCX icon
10
Lam Research
LRCX
$330B
524 619 95 39.1%
STX icon
11
Seagate
STX
$145B
514 583 69 33.8%
DELL icon
12
Dell
DELL
$287B
512 622 110 4.69%
PANW icon
13
Palo Alto Networks
PANW
$280B
475 604 129 0.29%
GLW icon
14
Corning
GLW
$114B
452 575 123 48.3%
WDC icon
15
Western Digital
WDC
$124B
446 535 89 48%
TXN icon
16
Texas Instruments
TXN
$252B
437 527 90 7.24%
KLAC icon
17
KLA
KLAC
$216B
435 525 90 45.1%
CBRS icon
18
Cerebras Systems
CBRS
$30.2B
417 417 0 42.4%
VGNT icon
19
Versigent PLC
VGNT
$3.13B
405 413 8 5.26%
CRWD icon
20
CrowdStrike
CRWD
$233B
400 527 127 19.2%
CSCO icon
21
Cisco
CSCO
$423B
391 495 104 8.57%
UNH icon
22
UnitedHealth
UNH
$360B
388 529 141 3.42%
IALT icon
23
iShares Systematic Alternatives Active ETF
IALT
$5.64B
370 372 2 5.92%
DRAM icon
24
Roundhill Memory ETF
DRAM
$21.8B
367 367 0 37.1%
GEV icon
25
GE Vernova
GEV
$245B
358 486 128 21.6%