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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘26
1
405 405 0 28.5%
2
380 460 80 24.6%
3
378 482 104 27.9%
LITE icon
4
Lumentum
LITE
$63.9B
341 427 86 16.9%
5
277 395 118 6.32%
6
264 360 96 2.71%
7
254 357 103 91.4%
8
250 372 122 11.5%
9
250 348 98 1.75%
10
240 348 108 12.3%
VRT icon
11
Vertiv
VRT
$111B
238 364 126 15.5%
12
238 318 80 13.2%
13
234 347 113 5.72%
14
216 317 101 49.4%
15
213 342 129 8.8%
16
212 212 0 95.3%
17
209 310 101 20.2%
18
204 292 88 24.5%
19
200 307 107 6.86%
20
200 303 103 116%
21
198 280 82 1.62%
22
197 286 89 13%
23
195 285 90 91.6%
24
194 275 81 10.5%
25
193 259 66 2.75%