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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 52.6%
GRAL
3
GRAIL Inc
GRAL
$3.1B
370 370 0 370%
NVDA icon
4
NVIDIA
NVDA
$5.02T
268 369 101 67.7%
AVGO icon
5
Broadcom
AVGO
$1.8T
245 340 95 135%
TSM icon
6
TSMC
TSM
$2.11T
214 303 89 134%
CMG icon
7
Chipotle Mexican Grill
CMG
$43.8B
207 267 60 45.5%
DELL icon
8
Dell
DELL
$259B
205 297 92 191%
GOOG icon
9
Alphabet (Google) Class C
GOOG
$4.53T
196 266 70 102%
QCOM icon
10
Qualcomm
QCOM
$181B
187 305 118 14%
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.54T
177 286 109 104%
AAPL icon
12
Apple
AAPL
$4.89T
174 268 94 58%
XOM icon
13
ExxonMobil
XOM
$604B
172 258 86 26.5%
IBIT icon
14
iShares Bitcoin Trust
IBIT
$47.1B
162 218 56 6.53%
ARM icon
15
Arm
ARM
$273B
160 218 58 56.5%
NFLX icon
16
Netflix
NFLX
$312B
159 287 128 9.78%
LLY icon
17
Eli Lilly
LLY
$1.04T
157 275 118 29.4%
APH icon
18
Amphenol
APH
$189B
156 202 46 128%
VRT icon
19
Vertiv
VRT
$112B
156 232 76 236%
WMT icon
20
Walmart Inc
WMT
$917B
154 251 97 70.2%
CEG icon
21
Constellation Energy
CEG
$89.7B
151 217 66 25.4%
COST icon
22
Costco
COST
$416B
147 240 93 10.5%
MU icon
23
Micron Technology
MU
$960B
146 253 107 546%
META icon
24
Meta Platforms (Facebook)
META
$1.7T
141 280 139 32.7%
VST icon
25
Vistra
VST
$51.1B
141 218 77 76.1%