Portfolio rankings · 2025Q4

Most popular new positions

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

Tickers ranked
80
Investor actions
576
#1 combined value
$927.7M
#TickerBuyers
1
Q
QNITY ELECTRONICS INC
17
2
UL
UNILEVER PLC
16
3
MDLN
MEDLINE INC
14
4
SOLS
SOLSTICE ADVANCED MATLS INC
13
5
N5505D105
MAGNUM ICE CREAM CO NV
12
6
F92124100
TOTALENERGIES SE
11
7
WLTH
WEALTHFRONT CORP
11
8
NP
NEPTUNE INS HLDGS INC
11
9
LLYVK
LIBERTY LIVE HOLDINGS INC
10
10
G2717C106
CUSHMAN AND WAKEFIELD LTD
10
11
LLYVA
LIBERTY LIVE HOLDINGS INC
9
12
ALH
ALLIANCE LAUNDRY HLDGS INC
9
13
FRMI
FERMI INC
9
14
ANDG
ANDERSEN GROUP INC
9
15
OPENW
OPENDOOR TECHNOLOGIES INC
9
16
OPENL
OPENDOOR TECHNOLOGIES INC
9
17
RKT
ROCKET COS INC
8
18
LXP
LXP INDUSTRIAL TRUST
8
19
NAVN
NAVAN INC
8
20
DEC
DIVERSIFIED ENERGY CO
8
21
GME/WS
GAMESTOP CORP NEW
8
22
OPENZ
OPENDOOR TECHNOLOGIES INC
8
23
SHOP
SHOPIFY INC
7
24
8QR
CONFLUENT INC
7
25
ODFL
OLD DOMINION FREIGHT LINE IN
7
26
ENTG
ENTEGRIS INC
7
27
HYG
ISHARES TR
7
28
RNAGBP
AVIDITY BIOSCIENCES INC
7
29
AERO
GRUPO AEROMEXICO SAB DE CV
7
30
BLLN
BILLIONTOONE INC
7
31
BETA
BETA TECHNOLOGIES INC
7
32
PI
IMPINJ INC
7
33
IMSR
TERRESTRIAL ENERGY INC
7
34
PII
POLARIS INC
7
35
STRO
SUTRO BIOPHARMA INC
7
36
AXIA/PC
CENTRAIS ELET BRAS SA
7
37
AMZN
AMAZON COM INC
6
38
BLK
BLACKROCK INC
6
39
AJG
GALLAGHER ARTHUR J & CO
6
40
PGR
PROGRESSIVE CORP
6
41
WBD
WARNER BROS DISCOVERY INC
6
42
G51502105
JOHNSON CTLS INTL PLC
6
43
PWR
QUANTA SVCS INC
6
44
SPOT
SPOTIFY TECHNOLOGY S A
6
45
CMG
CHIPOTLE MEXICAN GRILL INC
6
46
EXK
EXACT SCIENCES CORP
6
47
PHM
PULTE GROUP INC
6
48
EME
EMCOR GROUP INC
6
49
DGX
QUEST DIAGNOSTICS INC
6
50
CRCL
CIRCLE INTERNET GROUP INC
6
51
BLDR
BUILDERS FIRSTSOURCE INC
6
52
H11356104
BUNGE GLOBAL SA
6
53
WPC
WP CAREY INC
6
54
BBIO
BRIDGEBIO PHARMA INC
6
55
OWL
BLUE OWL CAPITAL INC
6
56
INFY
INFOSYS LTD
6
57
6
58
ENSG
ENSIGN GROUP INC
6
59
CSL
CARLISLE COS INC
6
60
SANM
SANMINA CORPORATION
6
61
GLXY
GALAXY DIGITAL INC.
6
62
WSC
WILLSCOT MOBIL MINI HLDNG CO
6
63
CBC
CENTRAL BANCOMPANY
6
64
PALI
PALISADE BIO INC
6
65
VOYG
VOYAGER TECHNOLOGIES INC
6
66
HPP
HUDSON PAC PPTYS INC
6
67
USAR
USA RARE EARTH INC
6
68
V
VISA INC
5
69
NFLX
NETFLIX INC
5
70
UNH
UNITEDHEALTH GROUP INC
5
71
ORCL
ORACLE CORP
5
72
DLR
DIGITAL RLTY TR INC
5
73
TMO
THERMO FISHER SCIENTIFIC INC
5
74
BSX
BOSTON SCIENTIFIC CORP
5
75
G1151C101
ACCENTURE PLC IRELAND
5
76
G29183103
EATON CORP PLC
5
77
DASH
DOORDASH INC
5
78
CEG
CONSTELLATION ENERGY CORP
5
79
SHW
SHERWIN WILLIAMS CO
5
80
TDG
TRANSDIGM GROUP INC
5