We are live on ! Find out more
Name Net new
positions
New positions Closed positions Return since
30 Jun ‘26
SPCX
1
SpaceX
SPCX
$2.1T
1,757 1,757 0 6.96%
INTC icon
2
Intel
INTC
$631B
1,018 1,132 114 14.5%
MU icon
3
Micron Technology
MU
$1.21T
923 1,043 120 6.88%
AMD icon
4
Advanced Micro Devices
AMD
$1.03T
858 997 139 9.12%
MRVL icon
5
Marvell Technology
MRVL
$245B
693 805 112 8.59%
SNDK
6
Sandisk
SNDK
$252B
653 745 92 24.4%
AMAT icon
7
Applied Materials
AMAT
$429B
595 713 118 25.3%
LRCX icon
8
Lam Research
LRCX
$435B
522 617 95 19.8%
DELL icon
9
Dell
DELL
$358B
510 620 110 30.4%
PANW icon
10
Palo Alto Networks
PANW
$330B
472 601 129 18.2%
TXN icon
11
Texas Instruments
TXN
$268B
438 527 89 1.43%
KLAC icon
12
KLA
KLAC
$270B
435 525 90 31.4%
CRWD icon
13
CrowdStrike
CRWD
$277B
399 526 127 41.5%
CSCO icon
14
Cisco
CSCO
$442B
391 495 104 4.48%
UNH icon
15
UnitedHealth
UNH
$334B
388 529 141 10.5%
GEV icon
16
GE Vernova
GEV
$263B
358 486 128 15.8%
CAT icon
17
Caterpillar
CAT
$389B
345 451 106 20.6%
TSM icon
18
TSMC
TSM
$2.45T
342 454 112 1%
ASML icon
19
ASML
ASML
$717B
335 441 106 6.14%
LLY icon
20
Eli Lilly
LLY
$1.02T
310 417 107 4.72%
MS icon
21
Morgan Stanley
MS
$299B
267 358 91 8.96%
GE icon
22
GE Aerospace
GE
$321B
256 398 142 17.2%
ANET icon
23
Arista Networks
ANET
$262B
247 371 124 22.1%
APH icon
24
Amphenol
APH
$214B
237 379 142 1.36%
ARM icon
25
Arm
ARM
$328B
227 312 85 13.3%