We are live on ! Find out more
Name Net new
positions
New positions Closed positions Return since
30 Jun ‘26
SPCX
1
SpaceX
SPCX
$2.03T
1,747 1,747 0 10%
INTC icon
2
Intel
INTC
$555B
1,013 1,127 114 24.7%
MU icon
3
Micron Technology
MU
$1.14T
918 1,038 120 12.2%
AMD icon
4
Advanced Micro Devices
AMD
$828B
847 986 139 12.7%
MRVL icon
5
Marvell Technology
MRVL
$205B
690 800 110 23.3%
SNDK
6
Sandisk
SNDK
$263B
652 744 92 21%
AMAT icon
7
Applied Materials
AMAT
$374B
591 709 118 34.8%
LRCX icon
8
Lam Research
LRCX
$402B
519 614 95 25.9%
DELL icon
9
Dell
DELL
$345B
510 620 110 23.9%
STX icon
10
Seagate
STX
$209B
510 578 68 4.47%
PANW icon
11
Palo Alto Networks
PANW
$274B
472 600 128 1.58%
TXN icon
12
Texas Instruments
TXN
$235B
435 523 88 13.7%
KLAC icon
13
KLA
KLAC
$245B
434 524 90 37.7%
CRWD icon
14
CrowdStrike
CRWD
$215B
399 525 126 9.93%
CSCO icon
15
Cisco
CSCO
$429B
388 492 104 7.27%
UNH icon
16
UnitedHealth
UNH
$360B
384 525 141 3.58%
GEV icon
17
GE Vernova
GEV
$259B
354 482 128 17.3%
CAT icon
18
Caterpillar
CAT
$380B
343 449 106 22.3%
TSM icon
19
TSMC
TSM
$2.28T
337 449 112 7.79%
ASML icon
20
ASML
ASML
$681B
335 440 105 10.9%
LLY icon
21
Eli Lilly
LLY
$1T
307 414 107 6.31%
MS icon
22
Morgan Stanley
MS
$342B
265 355 90 4.12%
GE icon
23
GE Aerospace
GE
$350B
254 396 142 9.86%
ANET icon
24
Arista Networks
ANET
$250B
246 369 123 16.6%
APH icon
25
Amphenol
APH
$205B
233 375 142 5.73%