Portfolio rankings · 2025Q1

Most popular new positions

Brand-new positions opened this quarter - what super-investors are starting to chase.

Tickers ranked
80
Investor actions
407
#1 combined value
$393.5M
#TickerBuyers
1
MRP
MILLROSE PPTYS INC
11
2
CRWV
COREWEAVE INC
10
3
PRMB
PRIMO BRANDS CORPORATION
8
4
KRMN
KARMAN HLDGS INC
8
5
SAIL
SAILPOINT INC
8
6
CNR
CORE NATURAL RESOURCES INC
8
7
EXE
CHESAPEAKE ENERGY CORP
7
8
OUT
OUTFRONT MEDIA INC
7
9
N72482206
QIAGEN NV
6
10
D18190898
DEUTSCHE BANK A G
6
11
CVNA
CARVANA CO
6
12
ITCIEUR
INTRA-CELLULAR THERAPIES INC
6
13
SNDK
SANDISK CORP
6
14
FLYW
FLYWIRE CORPORATION
6
15
GRPN
GROUPON INC
6
16
SRE
SEMPRA
5
17
HON
HONEYWELL INTL INC
5
18
H1467J104
CHUBB LIMITED
5
19
APP
APPLOVIN CORP
5
20
DKS
DICKS SPORTING GOODS INC
5
21
DHI
D R HORTON INC
5
22
T
AT&T INC
5
23
PINS
PINTEREST INC
5
24
VOO
VANGUARD INDEX FDS
5
25
H5919C104
ON HLDG AG
5
26
UAL
UNITED AIRLS HLDGS INC
5
27
PB
PROSPERITY BANCSHARES INC
5
28
YUM
YUM BRANDS INC
5
29
VG
VENTURE GLOBAL INC
5
30
BZ
KANZHUN LIMITED
5
31
AXSM
AXSOME THERAPEUTICS INC
5
32
G0260P102
AMER SPORTS INC
5
33
PEG
PUBLIC SVC ENTERPRISE GRP IN
5
34
HUBB
HUBBELL INC
5
35
SFD
SMITHFIELD FOODS INC
5
36
BBNX
BETA BIONICS INC
5
37
NPB
NORTHPOINTE BANCSHARES INC.
5
38
BRKR
BRUKER CORP
5
39
TAL
TAL EDUCATION GROUP
5
40
85205L107
SPRINGWORKS THERAPEUTICS INC
5
41
UGI
UGI CORP NEW
5
42
MGA
MAGNA INTL INC
5
43
AWK
AMERICAN WTR WKS CO INC NEW
5
44
UCB
UNITED CMNTY BKS BLAIRSVLE G
5
45
WSM
WILLIAMS SONOMA INC
5
46
WB
WEIBO CORP
5
47
BBIO
BRIDGEBIO PHARMA INC
5
48
GSAT
GLOBALSTAR INC
5
49
FG
F&G ANNUITIES & LIFE INC
5
50
ANGI
ANGI INC
5
51
RHLD
RESOLUTE HLDGS MGMT INC
5
52
AMRX
AMNEAL PHARMACEUTICALS INC
5
53
XNCR
XENCOR INC
5
54
META
META PLATFORMS INC
4
55
JPM
JPMORGAN CHASE & CO
4
56
UBER
UBER TECHNOLOGIES INC
4
57
BAC
BK OF AMERICA CORP
4
58
CRM
SALESFORCE COM INC
4
59
EQT
EQT CORP
4
60
SPOT
SPOTIFY TECHNOLOGY S A
4
61
KKR
KKR & CO INC
4
62
KVUE
KENVUE INC
4
63
MTB
M & T BK CORP
4
64
SCHW
SCHWAB CHARLES CORP
4
65
LEN
LENNAR CORP
4
66
CP
CANADIAN PACIFIC KANSAS CITY
4
67
WEC
WEC ENERGY GROUP INC
4
68
CLH
CLEAN HARBORS INC
4
69
TRU
TRANSUNION
4
70
COF
CAPITAL ONE FINL CORP
4
71
SHOP
SHOPIFY INC
4
72
DKNG
DRAFTKINGS INC NEW
4
73
MPWR
MONOLITHIC PWR SYS INC
4
74
BLK
BLACKROCK INC
4
75
ABNB
AIRBNB INC
4
76
CDNS
CADENCE DESIGN SYSTEM INC
4
77
OMC
OMNICOM GROUP INC
4
78
FBIN
FORTUNE BRANDS HOME & SEC IN
4
79
MCK
MCKESSON CORP
4
80
NXT
NEXTRACKER INC
4