Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘25
1
446 2,739 2,293 3.91%
2
276 1,993 1,717 29.3%
3
274 1,777 1,503 4.64%
INTC icon
4
Intel
INTC
$220B
261 927 666 31.5%
5
190 2,115 1,925 1.47%
6
106 1,791 1,685 30.8%
7
80 1,756 1,676 3.49%
8
75 1,418 1,343 45.7%
9
71 853 782 14.3%
10
65 154 89 1.02%
AMAT icon
11
Applied Materials
AMAT
$298B
63 910 847 83.3%
12
61 1,528 1,467 47.3%
13
58 1,197 1,139 59.2%
14
56 1,797 1,741 0.83%
15
52 1,221 1,169 22.5%
16
50 1,316 1,266 16%
17
44 546 502 14.5%
18
39 1,150 1,111 32.8%
19
25 1,036 1,011 4.22%
20
24 1,396 1,372 17.4%
21
7 480 473 26.8%
22
0 494 494 11.5%