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Name Net new
positions
New positions Closed positions Return since
30 Jun ‘24
GEV icon
1
GE Vernova
GEV
$275B
1,384 1,394 10 496%
SOLV icon
2
Solventum
SOLV
$14B
836 855 19 53.1%
GRAL
3
GRAIL Inc
GRAL
$3.13B
370 370 0 375%
NVDA icon
4
NVIDIA
NVDA
$5.02T
268 369 101 67.6%
AVGO icon
5
Broadcom
AVGO
$1.81T
245 340 95 136%
TSM icon
6
TSMC
TSM
$2.1T
214 303 89 133%
CMG icon
7
Chipotle Mexican Grill
CMG
$44.2B
207 267 60 45%
DELL icon
8
Dell
DELL
$258B
205 297 92 189%
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.52T
196 266 70 102%
QCOM icon
10
Qualcomm
QCOM
$181B
187 305 118 13.7%
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.53T
177 286 109 104%
AAPL icon
12
Apple
AAPL
$4.85T
174 268 94 56.9%
XOM icon
13
ExxonMobil
XOM
$605B
172 258 86 26.8%
IBIT icon
14
iShares Bitcoin Trust
IBIT
$47.1B
162 218 56 6.65%
ARM icon
15
Arm
ARM
$270B
160 218 58 54.7%
NFLX icon
16
Netflix
NFLX
$312B
159 287 128 9.65%
LLY icon
17
Eli Lilly
LLY
$1.04T
157 275 118 29.3%
APH icon
18
Amphenol
APH
$189B
156 202 46 128%
VRT icon
19
Vertiv
VRT
$111B
156 232 76 235%
WMT icon
20
Walmart Inc
WMT
$915B
154 251 97 69.8%
CEG icon
21
Constellation Energy
CEG
$89.4B
151 217 66 25%
COST icon
22
Costco
COST
$417B
147 240 93 10.5%
MU icon
23
Micron Technology
MU
$957B
146 253 107 545%
META icon
24
Meta Platforms (Facebook)
META
$1.7T
141 280 139 32.7%
VST icon
25
Vistra
VST
$50.3B
141 218 77 73.6%