InvestorLens

Trending positions

Quarter-over-quarter activity aggregated across the tracked investors, based on changes reported in public 13F filings. Educational research only — not investment advice.

13F data may be delayed up to 45 days
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

This view aggregates publicly disclosed portfolio activity and may reflect delayed filings of up to 45 days. Dollar values represent aggregate reported position size across tracked investors — not the size of any single trade, and not a recommendation.

Sourced from SEC EDGAR public filings

Most accumulated positionsi

  1. 1.SNDKIncreased
    SANDISK CORP · 4 investors
    $7.1B
    Aggregate exposure
  2. 2.MUIncreased
    MICRON TECHNOLOGY INC · 3 investors
    $6.6B
    Aggregate exposure
  3. 3.Ticker unavailableCUSIP 92189F676Increased
    VANECK ETF TRUST · 7 investors
    $2.8B
    Aggregate exposure
  4. 4.CRWVIncreased
    COREWEAVE INC · 3 investors
    $2.3B
    Aggregate exposure
  5. 5.TSMIncreased
    TAIWAN SEMICONDUCTOR MANUFAC · 2 investors
    $2.2B
    Aggregate exposure
  6. 6.NVDAIncreased
    NVIDIA CORPORATION · 2 investors
    $1.9B
    Aggregate exposure
  7. 7.AVGOIncreased
    BROADCOM INC · 3 investors
    $1.5B
    Aggregate exposure
  8. 8.NBISIncreased
    NEBIUS GROUP N.V. · 1 investor
    $1.2B
    Aggregate exposure
  9. 9.INTCIncreased
    INTEL CORP · 2 investors
    $1.2B
    Aggregate exposure
  10. 10.IRENIncreased
    IREN LIMITED · 5 investors
    $1.2B
    Aggregate exposure
  11. 11.APLDIncreased
    APPLIED DIGITAL CORP · 5 investors
    $1.2B
    Aggregate exposure
  12. 12.ORCLIncreased
    ORACLE CORP · 1 investor
    $1.1B
    Aggregate exposure
  13. 13.AMDIncreased
    ADVANCED MICRO DEVICES INC · 1 investor
    $989.3M
    Aggregate exposure
  14. 14.BEIncreased
    BLOOM ENERGY CORP · 2 investors
    $967.2M
    Aggregate exposure
  15. 15.CORZIncreased
    CORE SCIENTIFIC INC NEW · 4 investors
    $949.9M
    Aggregate exposure

Most reduced positionsi

  1. 1.Ticker unavailableCUSIP 92189F676Reduced
    VANECK ETF TRUST · 9 investors
    $2.8B
    Aggregate exposure
  2. 2.CRWVReduced
    COREWEAVE INC · 3 investors
    $2B
    Aggregate exposure
  3. 3.NVDAReduced
    NVIDIA CORPORATION · 2 investors
    $1.9B
    Aggregate exposure
  4. 4.BEReduced
    BLOOM ENERGY CORP · 2 investors
    $1.8B
    Aggregate exposure
  5. 5.GRBKReduced
    GREEN BRICK PARTNERS INC · 3 investors
    $1.7B
    Aggregate exposure
  6. 6.AVGOReduced
    BROADCOM INC · 3 investors
    $1.4B
    Aggregate exposure
  7. 7.ORCLReduced
    ORACLE CORP · 1 investor
    $1.1B
    Aggregate exposure
  8. 8.BHFReduced
    BRIGHTHOUSE FINL INC · 7 investors
    $1B
    Aggregate exposure
  9. 9.AMDReduced
    ADVANCED MICRO DEVICES INC · 1 investor
    $989.3M
    Aggregate exposure
  10. 10.INTCReduced
    INTEL CORP · 2 investors
    $914.8M
    Aggregate exposure
  11. 11.Ticker unavailableCUSIP 20854L108Reduced
    CONSOL ENERGY INC NEW · 4 investors
    $784.4M
    Aggregate exposure
  12. 12.KDReduced
    KYNDRYL HLDGS INC · 5 investors
    $618.5M
    Aggregate exposure
  13. 13.CNRReduced
    CORE NATURAL RESOURCES INC · 3 investors
    $536.2M
    Aggregate exposure
  14. 14.GLDReduced
    SPDR GOLD TR · 9 investors
    $522.9M
    Aggregate exposure
  15. 15.ASMLReduced
    ASML HLDG NV N Y REGISTRY · 1 investor
    $500.2M
    Aggregate exposure

Held by multiple investorsi

Stocks reported by two or more tracked investors in their latest public filings. Co-occurrence is a research observation only — not a buy recommendation.

TickerCompanyTracked investors holdingCombined reported holdingsInvestors
No consensus data yet.