Portfolio rankings · 2024Q4

Most popular new positions

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

Tickers ranked
80
Investor actions
436
#1 combined value
$5.20B
#TickerBuyers
1
LRCX
LAM RESEARCH CORP
15
2
ANET
ARISTA NETWORKS INC
13
3
G3265R107
APTIV PLC
13
4
TTAN
SERVICETITAN INC
13
5
BLK
BLACKROCK INC
12
6
867975104
SUNRISE COMMUNICATIONS AG
12
7
MAGN
MAGNERA CORP
10
8
SMCI
SUPER MICRO COMPUTER INC
9
9
SARO
STANDARDAERO INC
9
10
PRMB
PRIMO BRANDS CORPORATION
9
11
8
12
PRM
PERIMETER SOLUTIONS INC
8
13
DAL
DELTA AIR LINES INC DEL
7
14
ECG
EVERUS CONSTR GROUP
7
15
KLC
KINDERCARE LEARNING COMPANIE
7
16
690045109
REVELYST INC
7
17
BA 6 10/15/27
BOEING CO
6
18
BEPC
BROOKFIELD RENEWABLE CORP
6
19
IWD
ISHARES TR
6
20
FVR
FRONTVIEW REIT INC
6
21
UNH
UNITEDHEALTH GROUP INC
5
22
TWLO
TWILIO INC
5
23
NEE 7.234 11/01/27
NEXTERA ENERGY INC
5
24
CP
CANADIAN PACIFIC KANSAS CITY
5
25
ALTREUR
ALTAIR ENGR INC
5
26
ARES 6.75 10/01/27 B
ARES MANAGEMENT CORPORATION
5
27
G8726T105
TEEKAY CORPORATION LTD
5
28
INGM
INGRAM MICRO HLDG CORP
5
29
G8726X106
TEEKAY TANKERS LTD
5
30
HSAI
HESAI GROUP
5
31
CURB
CURBLINE PPTYS CORP
5
32
TTGT
TECHTARGET INC
5
33
SNCY
SUN CTRY AIRLS HLDGS INC
5
34
RDDT
REDDIT INC
4
35
ABNB
AIRBNB INC
4
36
LLY
LILLY ELI & CO
4
37
TSLA
TESLA INC
4
38
JNJ
JOHNSON & JOHNSON
4
39
CG
CARLYLE GROUP INC
4
40
TFII
TFI INTL INC
4
41
RIVN 3.625 10/15/30
RIVIAN AUTOMOTIVE INC
4
42
AJG
GALLAGHER ARTHUR J & CO
4
43
DFSEUR
DISCOVER FINL SVCS
4
44
TOL
TOLL BROTHERS INC
4
45
GLW
CORNING INC
4
46
KNX
KNIGHT-SWIFT TRANSN HLDGS IN
4
47
ALKT
ALKAMI TECHNOLOGY INC
4
48
4
49
CWAN
CLEARWATER ANALYTICS HLDGS I
4
50
CRWD
CROWDSTRIKE HLDGS INC
4
51
904767704
UNILEVER PLC
4
52
SOBO
SOUTH BOW CORP
4
53
BWXT
BWX TECHNOLOGIES INC
4
54
CGNX
COGNEX CORP
4
55
AKR
ACADIA RLTY TR
4
56
PONY
PONY AI INC
4
57
CVE
CENOVUS ENERGY INC
4
58
PJT
PJT PARTNERS INC
4
59
IONQ
IONQ INC
4
60
LB
LANDBRIDGE COMPANY LLC
4
61
G65163100
JOBY AVIATION INC
4
62
REAL
THE REALREAL INC
4
63
APLD
APPLIED DIGITAL CORP
4
64
CBLL
CERIBELL INC
4
65
FSLY
FASTLY INC
4
66
IAC
IAC INTERACTIVECORP NEW
4
67
VNET
VNET GROUP INC
4
68
IRON
DISC MEDICINE INC
4
69
M5216V106
GLOBAL E ONLINE LTD
4
70
MIR
MIRION TECHNOLOGIES INC
4
71
ANDE
ANDERSONS INC
4
72
NOBL
PROSHARES TR
4
73
PTLO
PORTILLOS INC
4
74
IDU
ISHARES TR
4
75
TWFG
TWFG INC
4
76
SVC
SERVICE PPTYS TR
4
77
CATX
PERSPECTIVE THERAPEUTICS INC
4
78
ERII
ENERGY RECOVERY INC
4
79
SPHD
INVESCO EXCH TRADED FD TR II
4
80
G3934V109
GENIUS SPORTS LIMITED
4