Double-Down Report

Positions where an institution increased its share count by 50%+ quarter over quarter — ranked by conviction

Comparing Mar 31, 2026 vs prior quarter Dec 31, 2025
5,000 positions
Institution Stock Prior Shares Current Shares Change
Rockefeller Capital Management L.P. 1739439 LYFT Lyft, Inc. 15 1,251,957 +8346280.0% +1,251,942
Rockefeller Capital Management L.P. 1739439 SN SharkNinja, Inc. 2 116,932 +5846500.0% +116,930
Caitong International Asset Management Co., Ltd 1963355 GO Grocery Outlet Holding Corp. 1 40,318 +4031700.0% +40,317
Rockefeller Capital Management L.P. 1739439 ARDX Ardelyx, Inc. 2 57,430 +2871400.0% +57,428
Rockefeller Capital Management L.P. 1739439 ADI Analog Devices Inc 16 434,326 +2714437.5% +434,310
Rockefeller Capital Management L.P. 1739439 OKTA Okta, Inc. 6 136,637 +2277183.3% +136,631
Caitong International Asset Management Co., Ltd 1963355 SLB Slb Limited/Nv 7 149,443 +2134800.0% +149,436
Caitong International Asset Management Co., Ltd 1963355 CNX CNX Resources Corp 1 20,997 +2099600.0% +20,996
Caitong International Asset Management Co., Ltd 1963355 U Unity Software Inc. 6 125,459 +2090883.3% +125,453
Caitong International Asset Management Co., Ltd 1963355 LXU Lsb Industries, Inc. 2 35,013 +1750550.0% +35,011
Caitong International Asset Management Co., Ltd 1963355 VET Vermilion Energy Inc. 3 50,659 +1688533.3% +50,656
Rockefeller Capital Management L.P. 1739439 KTOS Kratos Defense & Security Solutions, Inc. 1 16,838 +1683700.0% +16,837
Caitong International Asset Management Co., Ltd 1963355 VRDN Viridian Therapeutics, Inc.\DE 4 64,980 +1624400.0% +64,976
Rockefeller Capital Management L.P. 1739439 NBIX Neurocrine Biosciences Inc 18 282,097 +1567105.6% +282,079
Caitong International Asset Management Co., Ltd 1963355 CSGP Costar Group, Inc. 1 13,299 +1329800.0% +13,298
Caitong International Asset Management Co., Ltd 1963355 CVE Cenovus Energy Inc. 11 142,687 +1297054.5% +142,676
Rockefeller Capital Management L.P. 1739439 DOC Healthpeak Properties, Inc. 17 214,068 +1259123.5% +214,051
Rockefeller Capital Management L.P. 1739439 LNG Cheniere Energy, Inc. 29 328,651 +1133179.3% +328,622
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 AD Array Digital Infrastructure, Inc. 211 2,063,912 +978057.3% +2,063,701
Caitong International Asset Management Co., Ltd 1963355 WEN Wendy's Co 1 7,424 +742300.0% +7,423
Horizon Investments, LLC 1560717 TWLO Twilio Inc 3 21,573 +719000.0% +21,570
Caitong International Asset Management Co., Ltd 1963355 LSCC Lattice Semiconductor Corp 1 7,166 +716500.0% +7,165
Caitong International Asset Management Co., Ltd 1963355 STX Seagate Technology Holdings plc 1 7,018 +701700.0% +7,017
Caitong International Asset Management Co., Ltd 1963355 ADM Archer-Daniels-Midland Co 2 13,243 +662050.0% +13,241
Caitong International Asset Management Co., Ltd 1963355 ZIP Ziprecruiter, Inc. 14 90,788 +648385.7% +90,774
Essential Partners LLC 2136442 REPL Replimune Group, Inc. 1 5,625 +562400.0% +5,624
Caitong International Asset Management Co., Ltd 1963355 TS Tenaris Sa 6 32,213 +536783.3% +32,207
Caitong International Asset Management Co., Ltd 1963355 EOG Eog Resources Inc 4 21,324 +533000.0% +21,320
Caitong International Asset Management Co., Ltd 1963355 NCLH Norwegian Cruise Line Holdings Ltd. 15 77,574 +517060.0% +77,559
Caitong International Asset Management Co., Ltd 1963355 FTI TechnipFMC plc 6 30,684 +511300.0% +30,678
Caitong International Asset Management Co., Ltd 1963355 BTG B2gold Corp 43 213,118 +495523.3% +213,075
Caitong International Asset Management Co., Ltd 1963355 NTNX Nutanix, Inc. 4 19,314 +482750.0% +19,310
Rockefeller Capital Management L.P. 1739439 MAA Mid America Apartment Communities Inc. 2 9,652 +482500.0% +9,650
Caitong International Asset Management Co., Ltd 1963355 SM SM Energy Co 9 39,115 +434511.1% +39,106
Caitong International Asset Management Co., Ltd 1963355 NTLA Intellia Therapeutics, Inc. 6 25,366 +422666.7% +25,360
Rockefeller Capital Management L.P. 1739439 MANU Manchester United plc 1 4,026 +402500.0% +4,025
Rockefeller Capital Management L.P. 1739439 ADP Automatic Data Processing Inc 65 251,242 +386426.2% +251,177
Caitong International Asset Management Co., Ltd 1963355 PAR Par Technology Corp 6 23,164 +385966.7% +23,158
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 PAYO Payoneer Global Inc. 3,593 13,730,000 +382031.9% +13,726,407
Caitong International Asset Management Co., Ltd 1963355 ABR Arbor Realty Trust Inc 5 18,411 +368120.0% +18,406
Rockefeller Capital Management L.P. 1739439 RH Rh 39 142,517 +365328.2% +142,478
Rockefeller Capital Management L.P. 1739439 BGX Blackstone Long-Short Credit Income Fund 6 21,609 +360050.0% +21,603
Caitong International Asset Management Co., Ltd 1963355 LBRT Liberty Energy Inc. 5 17,528 +350460.0% +17,523
Caitong International Asset Management Co., Ltd 1963355 VERX Vertex, Inc. 5 17,506 +350020.0% +17,501
Caitong International Asset Management Co., Ltd 1963355 KOS Kosmos Energy Ltd. 79 272,272 +344548.1% +272,193
Caitong International Asset Management Co., Ltd 1963355 TER Teradyne, Inc 2 6,800 +339900.0% +6,798
Caitong International Asset Management Co., Ltd 1963355 TMDX TransMedics Group, Inc. 1 3,364 +336300.0% +3,363
Rockefeller Capital Management L.P. 1739439 TMUS T-Mobile US, Inc. 28 90,595 +323453.6% +90,567
Rockefeller Capital Management L.P. 1739439 PLD Prologis, Inc. 278 886,462 +318771.2% +886,184
Caitong International Asset Management Co., Ltd 1963355 AMZN Amazon Com Inc 1 3,149 +314800.0% +3,148
Caitong International Asset Management Co., Ltd 1963355 IP International Paper Co /New/ 8 24,809 +310012.5% +24,801
Caitong International Asset Management Co., Ltd 1963355 WIX Wix.com Ltd. 3 9,113 +303666.7% +9,110
Caitong International Asset Management Co., Ltd 1963355 NU Nu Holdings Ltd. 25 74,186 +296644.0% +74,161
Rockefeller Capital Management L.P. 1739439 JAZZ Jazz Pharmaceuticals plc 84 249,174 +296535.7% +249,090
Essential Partners LLC 2136442 MARA MARA Holdings, Inc. 3 8,651 +288266.7% +8,648
Caitong International Asset Management Co., Ltd 1963355 FND Floor & Decor Holdings, Inc. 7 20,163 +287942.9% +20,156
Rockefeller Capital Management L.P. 1739439 ARCO Arcos Dorados Holdings Inc. 185 524,992 +283679.5% +524,807
Osbon Capital Management LLC 1784418 C Citigroup Inc 1 2,805 +280400.0% +2,804
Horizon Investments, LLC 1560717 MUSA Murphy USA Inc. 1 2,759 +275800.0% +2,758
Caitong International Asset Management Co., Ltd 1963355 EQT EQT Corp 27 70,391 +260607.4% +70,364
Caitong International Asset Management Co., Ltd 1963355 BP Bp Plc 9 23,235 +258066.7% +23,226
Caitong International Asset Management Co., Ltd 1963355 FRMI Fermi Inc. 38 97,074 +255357.9% +97,036
Caitong International Asset Management Co., Ltd 1963355 PBR Petrobras - Petroleo Brasileiro Sa 192 484,571 +252280.7% +484,379
Caitong International Asset Management Co., Ltd 1963355 CERT Certara, Inc. 25 62,625 +250400.0% +62,600
Rockefeller Capital Management L.P. 1739439 TENX Tenax Therapeutics, Inc. 1 2,501 +250000.0% +2,500
Essential Partners LLC 2136442 AMC Amc Entertainment Holdings, Inc. 36 88,085 +244580.6% +88,049
Rockefeller Capital Management L.P. 1739439 LEU Centrus Energy Corp 28 64,509 +230289.3% +64,481
Caitong International Asset Management Co., Ltd 1963355 UPWK Upwork, Inc 7 15,590 +222614.3% +15,583
Rockefeller Capital Management L.P. 1739439 VRSN Verisign Inc/Ca 23 50,375 +218921.7% +50,352
Rockefeller Capital Management L.P. 1739439 SIRI Sirius Xm Holdings Inc. 8 17,240 +215400.0% +17,232
Caitong International Asset Management Co., Ltd 1963355 ESTC Elastic N.V. 2 4,237 +211750.0% +4,235
Rockefeller Capital Management L.P. 1739439 MRP Millrose Properties, Inc. 39 82,093 +210394.9% +82,054
Rockefeller Capital Management L.P. 1739439 WGS GeneDx Holdings Corp. 46 96,590 +209878.3% +96,544
Rockefeller Capital Management L.P. 1739439 BJ BJ's Wholesale Club Holdings, Inc. 305 611,632 +200435.1% +611,327
Rockefeller Capital Management L.P. 1739439 RSG Republic Services, Inc. 167 327,600 +196067.7% +327,433
Essential Partners LLC 2136442 NNOX Nano-X Imaging Ltd. 2 3,799 +189850.0% +3,797
Rockefeller Capital Management L.P. 1739439 BALL BALL Corp 4 7,570 +189150.0% +7,566
Caitong International Asset Management Co., Ltd 1963355 TXN Texas Instruments Inc 2 3,755 +187650.0% +3,753
Rockefeller Capital Management L.P. 1739439 CRSP CRISPR Therapeutics AG 40 73,325 +183212.5% +73,285
Caitong International Asset Management Co., Ltd 1963355 KNTK Kinetik Holdings Inc. 2 3,651 +182450.0% +3,649
Caitong International Asset Management Co., Ltd 1963355 RYAM Rayonier Advanced Materials Inc. 9 16,228 +180211.1% +16,219
Strategic Wealth Partners, Ltd. 1720777 BDX Becton Dickinson & Co 23 41,452 +180126.1% +41,429
Caitong International Asset Management Co., Ltd 1963355 CEG Constellation Energy Corp 4 6,985 +174525.0% +6,981
Rockefeller Capital Management L.P. 1739439 EQIX Equinix Inc 69 119,129 +172550.7% +119,060
Rockefeller Capital Management L.P. 1739439 NTLA Intellia Therapeutics, Inc. 82 141,523 +172489.0% +141,441
Rockefeller Capital Management L.P. 1739439 BA Boeing Co 277 477,213 +172179.1% +476,936
Essential Partners LLC 2136442 HCAT Health Catalyst, Inc. 3 5,141 +171266.7% +5,138
Rockefeller Capital Management L.P. 1739439 STLA Stellantis N.V. 1,014 1,687,069 +166277.6% +1,686,055
Caitong International Asset Management Co., Ltd 1963355 SU Suncor Energy Inc 18 29,605 +164372.2% +29,587
Rockefeller Capital Management L.P. 1739439 KIM Kimco Realty Corp 425 694,251 +163253.2% +693,826
Rockefeller Capital Management L.P. 1739439 STWD Starwood Property Trust, Inc. 525 855,604 +162872.2% +855,079
Caitong International Asset Management Co., Ltd 1963355 XP XP Inc. 30 47,546 +158386.7% +47,516
Purpose Unlimited Inc. 2115120 NEM NEWMONT Corp /DE/ 128 198,493 +154972.7% +198,365
Rockefeller Capital Management L.P. 1739439 LEGN Legend Biotech Corp 56 83,178 +148432.1% +83,122
Rockefeller Capital Management L.P. 1739439 NSSC Napco Security Technologies, Inc 80 118,793 +148391.2% +118,713
Essential Partners LLC 2136442 XPOF Xponential Fitness, Inc. 1 1,475 +147400.0% +1,474
Rockefeller Capital Management L.P. 1739439 AKAM Akamai Technologies Inc 131 185,506 +141507.6% +185,375
Rockefeller Capital Management L.P. 1739439 UNP Union Pacific Corp 415 581,240 +139957.8% +580,825
Caitong International Asset Management Co., Ltd 1963355 DCH Dauch Corp 10 13,982 +139720.0% +13,972
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 1520354 MNDY monday.com Ltd. 697 961,737 +137882.4% +961,040