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Name Net new
positions
New positions Closed positions Return since
31 Mar ‘19
FOXA icon
1
Fox Class A
FOXA
$25.8B
539 539 0 66.9%
WAB icon
2
Wabtec
WAB
$47.9B
434 473 39 285%
FOX icon
3
Fox Class B
FOX
$23.1B
368 368 0 52.5%
TAK icon
4
Takeda Pharmaceutical
TAK
$60.2B
299 308 9 7.51%
LYFT icon
5
Lyft
LYFT
$6.12B
229 229 0 79.4%
DIS icon
6
Walt Disney
DIS
$187B
176 258 82 2.64%
ELAN icon
7
Elanco Animal Health
ELAN
$11.3B
176 194 18 29.5%
DELL icon
8
Dell
DELL
$334B
140 221 81 1,667%
LEVI icon
9
Levi Strauss
LEVI
$7.44B
138 138 0 17.7%
CRM icon
10
Salesforce
CRM
$193B
132 212 80 47.9%
NFLX icon
11
Netflix
NFLX
$290B
127 228 101 95.5%
TWLO icon
12
Twilio
TWLO
$43.3B
122 178 56 118%
OVV icon
13
Ovintiv
OVV
$18.5B
120 181 61 84.7%
XYZ icon
14
Block Inc
XYZ
$45.4B
110 175 65 0.79%
KEYS icon
15
Keysight
KEYS
$62.5B
109 144 35 321%
MA icon
16
Mastercard
MA
$529B
107 176 69 156%
NIO icon
17
NIO
NIO
$8.74B
107 126 19 31.6%
AVGO icon
18
Broadcom
AVGO
$1.68T
106 181 75 1,067%
ACB icon
19
Aurora Cannabis
ACB
$270M
105 133 28 99.6%
BABA icon
20
Alibaba
BABA
$274B
104 199 95 39.5%
WES icon
21
Western Midstream Partners
WES
$18.7B
101 121 20 44.3%
META icon
22
Meta Platforms (Facebook)
META
$1.9T
99 220 121 347%
ETN icon
23
Eaton
ETN
$161B
99 161 62 414%
SBUX icon
24
Starbucks
SBUX
$105B
98 183 85 24.2%
V icon
25
Visa
V
$736B
94 175 81 151%