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Name Net new
positions
New positions Closed positions Return since
30 Sep ‘25
PSKY
1
Paramount Skydance Corp
PSKY
$10.5B
520 520 0 50.6%
BMNR
2
BitMine Immersion Technologies
BMNR
$16.1B
358 360 2 48.5%
TSLA icon
3
Tesla
TSLA
$1.4T
314 423 109 20.4%
AVGO icon
4
Broadcom
AVGO
$1.64T
280 379 99 4.16%
GOOG icon
5
Alphabet (Google) Class C
GOOG
$4.1T
274 365 91 37.5%
APP icon
6
Applovin
APP
$94.1B
273 398 125 60.8%
ETHA
7
iShares Ethereum Trust ETF
ETHA
$9.84B
272 303 31 35.4%
ORCL icon
8
Oracle
ORCL
$419B
268 399 131 50.9%
PLTR icon
9
Palantir
PLTR
$457B
264 401 137 4.18%
MU icon
10
Micron Technology
MU
$1.24T
264 389 125 556%
LRCX icon
11
Lam Research
LRCX
$426B
257 350 93 154%
HOOD icon
12
Robinhood
HOOD
$99.9B
256 359 103 22.4%
CRWV
13
CoreWeave
CRWV
$48.8B
246 312 66 35.3%
GLIBK
14
Liberty Capital Corp Series C GCI Group Common Stock
GLIBK
$938M
243 243 0 36.9%
GOOGL icon
15
Alphabet (Google) Class A
GOOGL
$4.14T
241 350 109 39.1%
ANET icon
16
Arista Networks
ANET
$258B
239 338 99 40.3%
FIG
17
Figma
FIG
$11.5B
236 236 0 58.4%
INTC icon
18
Intel
INTC
$634B
230 376 146 258%
GLW icon
19
Corning
GLW
$138B
228 314 86 95.6%
WDC icon
20
Western Digital
WDC
$167B
221 288 67 285%
BE icon
21
Bloom Energy
BE
$81.8B
215 261 46 228%
IBIT icon
22
iShares Bitcoin Trust
IBIT
$67.5B
213 306 93 26.2%
NEM icon
23
Newmont
NEM
$121B
212 280 68 36%
TSM icon
24
TSMC
TSM
$2.38T
202 315 113 64.4%
APH icon
25
Amphenol
APH
$211B
200 285 85 38.4%