Portfolio rankings · 2023Q4

Most popular new positions

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

Tickers ranked
80
Investor actions
391
#1 combined value
$631.1M
#TickerBuyers
1
G61188101
LIBERTY GLOBAL LTD
14
2
G61188127
LIBERTY GLOBAL LTD
13
3
H11356104
BUNGE GLOBAL SA
11
4
VSTS
VESTIS CORPORATION
9
5
VLTO
VERALTO CORP
8
6
NATL
NCR ATLEOS CORPORATION
8
7
WS
WORTHINGTON STL INC
8
8
M2029K104
BIRKENSTOCK HOLDING PLC
7
9
LU
LUFAX HOLDING LTD
7
10
KLG
WK KELLOGG CO
7
11
AEG
AEGON LTD
6
12
ORCL
ORACLE CORP
6
13
SPY
SPDR S&P 500 ETF TR
6
14
G42706104
HAMILTON INSURANCE GROUP LTD
6
15
CRGX
CARGO THERAPEUTICS INC
6
16
VAC 3.25 12/15/27
MARRIOTT VACATIONS WORLDWIDE CORP
6
17
AMZN
AMAZON COM INC
5
18
C
CITIGROUP INC
5
19
G0403H108
AON PLC
5
20
HCA
HCA HEALTHCARE INC
5
21
ILMN
ILLUMINA INC
5
22
BILL
BILL COM HLDGS INC
5
23
WOLF 1.875 12/01/29
WOLFSPEED INC
5
24
WMB
WILLIAMS COS INC
5
25
NLOP
NET LEASE OFFICE PROPERTIES
5
26
PRAX
PRAXIS PRECISION MEDICINES I
5
27
53681K100
LITHIUM AMERICAS ARGENTINA C
5
28
641871108
AMBRX BIOPHARMA INC
5
29
NN
NEXTNAV INC
5
30
GOOGL
ALPHABET INC
4
31
VNOMUSD
VIPER ENERGY INC
4
32
BMRN
BIOMARIN PHARMACEUTICAL INC
4
33
AVGO
BROADCOM INC
4
34
SEDG
SOLAREDGE TECHNOLOGIES INC
4
35
IMVT
IMMUNOVANT INC
4
36
LNTH 2.625 12/15/27
LANTHEUS HLDGS INC
4
37
DTE
DTE ENERGY CO
4
38
GM
GENERAL MTRS CO
4
39
CYTK
CYTOKINETICS INC
4
40
NOG 3.625 04/15/29
NORTHERN OIL & GAS INC
4
41
SPGI
S&P GLOBAL INC
4
42
SAVE 1 05/15/26
SPIRIT AIRLS INC
4
43
AESI
ATLAS ENERGY SOLUTIONS INC
4
44
AAOI
APPLIED OPTOELECTRONICS INC
4
45
M
MACYS INC
4
46
VOO
VANGUARD INDEX FDS
4
47
ICE
INTERCONTINENTAL EXCHANGE IN
4
48
KIE
SPDR SER TR
4
49
G3922B107
GENPACT LIMITED
4
50
FNAUSD
PARAGON 28 INC
4
51
4
52
JPM
JPMORGAN CHASE & CO
4
53
PFF
ISHARES TR
4
54
LAC
LITHIUM AMERS CORP NEW
4
55
BP
BP PLC
4
56
G63365103
MURAL ONCOLOGY PUB LTD CO
4
57
TRML
TOURMALINE BIO INC
4
58
ALKT
ALKAMI TECHNOLOGY INC
4
59
HUT
HUT 8 CORP
4
60
680710100
OLINK HLDG AB
4
61
ARQT
ARCUTIS BIOTHERAPEUTICS INC
4
62
TNGX
TANGO THERAPEUTICS INC
4
63
AUGX
AUGMEDIX INC
4
64
45114M109
ICOSAVAX INC
4
65
JJSF
J & J SNACK FOODS CORP
4
66
SMRT
SMARTRENT INC
4
67
NAPA1USD
DUCKHORN PORTFOLIO INC
4
68
NEM
NEWMONT CORP
4
69
FBMSUSD
FIRST BANCSHARES INC MS
4
70
IAU
ISHARES GOLD TR
4
71
WRBY
WARBY PARKER INC
4
72
TIP
ISHARES TR
4
73
91854V206
VACASA INC
4
74
TIL
INSTIL BIO INC
4
75
AAPL
APPLE INC
3
76
OXY
OCCIDENTAL PETE CORP
3
77
MCO
MOODYS CORP
3
78
DVA
DAVITA INC
3
79
CHTR
CHARTER COMMUNICATIONS INC N
3
80
GE
GENERAL ELECTRIC CO
3