Consensus · Q2 2026
Where the smart money agreed.
Counted across the watched funds. The number is how many funds hold the stock; the dollar figure is their combined reported value.
Opened a new position · Q2 2026
| Ticker | Company | Funds | Value |
|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 10 | $26.1B |
| CBRS | Cerebras Systems Inc | 7 | $4.0B |
| INTC | INTEL CORP | 5 | $1.7B |
| AMD | Advanced Micro Devices Inc | 5 | $491M |
| QNT | QUANTINUUM INC | 4 | $83.5M |
| DPC | DPC HOLDINGS PLC | 4 | $39.4M |
| — | NEBIUS GROUP N.V. | 3 | $2.5B |
| AMAT | APPLIED MATLS INC | 3 | $1.4B |
| NFLX | NETFLIX INC. | 3 | $1.4B |
| — | SEAGATE TECHNOLOGY HLDNGS PL | 3 | $1.3B |
| STM | STMICROELECTRONICS N V | 3 | $628M |
| FDXF | FEDEX HOLDINGS CO INC | 3 | $538M |
| MAIR | MADISON AIR SOLUTIONS CORP | 3 | $471M |
| SNOW | Snowflake Inc | 3 | $368M |
| GOOGL | Alphabet Inc | 3 | $233M |
Added
| Ticker | Company | Funds | Value |
|---|---|---|---|
| AMZN | Amazon.com Inc | 10 | $8.7B |
| GOOGL | ALPHABET INC | 6 | $30.8B |
| GOOG | Alphabet Inc | 6 | $15.3B |
| META | Meta Platforms Inc | 6 | $3.6B |
| TSM | Taiwan Semiconductor Manufac | 6 | $3.5B |
| FERG | FERGUSON ENTERPRISES INC | 6 | $1.3B |
| — | Crh Plc | 6 | $1.1B |
| V | VISA INC | 5 | $3.7B |
| MSFT | MICROSOFT CORP | 4 | $3.9B |
| SCHW | SCHWAB CHARLES CORP | 4 | $2.6B |
| TMO | THERMO FISHER SCIENTIFIC INC | 4 | $1.7B |
| CVNA | CARVANA CO | 4 | $1.7B |
| MU | MICRON TECHNOLOGY INC | 3 | $9.2B |
| UBER | UBER TECHNOLOGIES INC | 3 | $3.2B |
| CRWV | CoreWeave Inc | 3 | $1.6B |
Sold out
| Ticker | Company | Funds | Value |
|---|---|---|---|
| AVGO | Broadcom Inc | 4 | $401M |
| CLS | Celestica Inc | 3 | $628M |
| NVDA | NVIDIA CORPORATION | 3 | $307M |
| SEE | SEALED AIR CORPORATION | 3 | $187M |
| TWLO | Twilio Inc | 3 | $91.9M |
| CRM | Salesforce Inc | 3 | $68.8M |
| FIGR | Figure Technology Solutio | 3 | $49.4M |
| INTC | Intel Corp | 3 | $44.7M |
| MSFT | MICROSOFT CORP | 2 | $1.0B |
| GOOGL | ALPHABET INC | 2 | $698M |
| Z | ZILLOW GROUP INC | 2 | $338M |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | 2 | $316M |
| NFLX | NETFLIX INC. | 2 | $242M |
| APG | API GROUP CORP | 2 | $241M |
| CWAN | CLEARWATER ANALYTICS HLDGS I | 2 | $199M |
Most widely held
| Ticker | Company | Funds | Value |
|---|---|---|---|
| GOOGL | Alphabet Inc | 22 | $40.3B |
| AMZN | Amazon.com Inc | 19 | $16.7B |
| META | Meta Platforms Inc | 19 | $9.6B |
| V | VISA INC | 17 | $19.2B |
| TSM | Taiwan Semiconductor Manufacturing Company Ltd | 16 | $13.2B |
| GOOG | Alphabet Inc | 15 | $20.0B |
| MSFT | Microsoft Corp | 14 | $7.2B |
| AAPL | APPLE INC | 10 | $66.6B |
| SPCX | Space Exploration Technologies Corp | 10 | $26.1B |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B | 10 | $9.1B |
| NVDA | NVIDIA Corp | 10 | $8.4B |
| UBER | UBER TECHNOLOGIES INC | 10 | $4.6B |
| MA | MASTERCARD INCORPORATED | 10 | $4.3B |
| AMD | Advanced Micro Devices Inc | 10 | $1.9B |
| SPGI | S&P GLOBAL INC | 9 | $7.7B |