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Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘21
ULTA icon
126
Ulta Beauty
ULTA
$23.1B
30 307 277 48.9%
RPM icon
127
RPM International
RPM
$14.7B
30 205 175 48.3%
CPRT icon
128
Copart
CPRT
$26.7B
30 294 264 16.8%
TPR icon
129
Tapestry
TPR
$31B
30 193 163 314%
EWY icon
130
iShares MSCI South Korea ETF
EWY
$26.9B
30 99 69 116%
APA icon
131
APA Corp
APA
$14.1B
30 160 130 87.9%
MOH icon
132
Molina Healthcare
MOH
$10.6B
29 173 144 25.1%
FWONK icon
133
Liberty Media Series C
FWONK
$26.2B
29 129 100 110%
HWM icon
134
Howmet Aerospace
HWM
$113B
29 174 145 812%
ADP icon
135
Automatic Data Processing
ADP
$107B
29 653 624 34.4%
NWSA icon
136
News Corp Class A
NWSA
$15.3B
29 164 135 20.7%
RNR icon
137
RenaissanceRe
RNR
$13.2B
29 135 106 128%
AEIS icon
138
Advanced Energy
AEIS
$13.6B
29 110 81 287%
VST icon
139
Vistra
VST
$49B
28 148 120 754%
ORLY icon
140
O'Reilly Automotive
ORLY
$74.4B
28 361 333 126%
HUBB icon
141
Hubbell
HUBB
$27.2B
28 150 122 185%
CNI icon
142
Canadian National Railway
CNI
$76.4B
28 247 219 9.19%
CVNA icon
143
Carvana
CVNA
$77.8B
28 168 140 17.3%
EWBC icon
144
East-West Bancorp
EWBC
$18.4B
28 151 123 73.4%
VICR icon
145
Vicor
VICR
$10.1B
27 83 56 63.8%
BAX icon
146
Baxter International
BAX
$14B
27 395 368 66.4%
SNPS icon
147
Synopsys
SNPS
$79.3B
27 297 270 38.3%
KMB icon
148
Kimberly-Clark
KMB
$36.3B
27 596 569 17.5%
LAMR icon
149
Lamar Advertising Co
LAMR
$15.7B
27 156 129 36.2%
DY icon
150
Dycom Industries
DY
$12.3B
27 94 67 477%