Double-Down Report

Positions where an institution increased its share count by 50%+ quarter over quarter, from a prior position worth at least $1M — ranked by conviction

Report Date Min % Increase Min Prior Position ($M)

Comparing Jun 30, 2026 vs prior quarter Mar 31, 2026

2,129 positions

Institution	Stock	Prior Shares	Current Shares	Change	Prior Value	Current Value
Curated Wealth Partners LLC 1781284	ANET Arista Networks, Inc.	8,625	8,091,457	+93714.0% +8,082,832	$1,058k	$1,374,576k
Curated Wealth Partners LLC 1781284	BRK-B Berkshire Hathaway Inc	5,384	2,207,403	+40899.3% +2,202,019	$2,580k	$1,104,562k
Curated Wealth Partners LLC 1781284	ABT Abbott Laboratories	13,258	4,037,393	+30352.5% +4,024,135	$1,361k	$366,353k
Curated Wealth Partners LLC 1781284	PKG Packaging Corp Of America	9,450	2,842,143	+29975.6% +2,832,693	$2,005k	$677,225k
Curated Wealth Partners LLC 1781284	GEV GE Vernova Inc.	1,267	207,787	+16299.9% +206,520	$1,105k	$244,120k
Curated Wealth Partners LLC 1781284	TXN Texas Instruments Inc	5,486	521,696	+9409.6% +516,210	$1,065k	$155,501k
OFI INVEST ASSET MANAGEMENT 1977602	GLW Corning Inc /Ny	9,246	727,360	+7766.8% +718,114	$1,257k	$185,789k
OFI INVEST ASSET MANAGEMENT 1977602	UNH Unitedhealth Group Inc	4,744	355,341	+7390.3% +350,597	$1,283k	$147,690k
Curated Wealth Partners LLC 1781284	COF Capital One Financial Corp	5,629	408,014	+7148.4% +402,385	$1,026k	$81,855k
Perpetual Ltd 1647273	ADBE Adobe Inc.	6,828	470,864	+6796.1% +464,036	$1,659k	$96,536k
OFI INVEST ASSET MANAGEMENT 1977602	CME Cme Group Inc.	6,217	405,338	+6419.8% +399,121	$1,836k	$89,510k
Curated Wealth Partners LLC 1781284	CL Colgate Palmolive Co	14,461	939,811	+6398.9% +925,350	$1,232k	$86,161k
Assenagon Asset Management S.A. 1546007	UBS UBS Group AG	259,293	16,536,418	+6277.5% +16,277,125	$10,130k	$819,544k
Assenagon Asset Management S.A. 1546007	XEL Xcel Energy Inc	18,748	1,173,283	+6158.2% +1,154,535	$1,489k	$94,214k
Curated Wealth Partners LLC 1781284	JPM Jpmorgan Chase & Co	5,379	290,481	+5300.3% +285,102	$1,582k	$95,083k
Y-Intercept (Hong Kong) Ltd 1772875	AMZN Amazon Com Inc	4,936	266,479	+5298.7% +261,543	$1,028k	$63,512k
Curated Wealth Partners LLC 1781284	AVGO Broadcom Inc.	9,833	460,421	+4582.4% +450,588	$3,043k	$173,924k
Assenagon Asset Management S.A. 1546007	HALO Halozyme Therapeutics, Inc.	21,322	997,643	+4578.9% +976,321	$1,378k	$78,085k
Assenagon Asset Management S.A. 1546007	HSY Hershey Co	5,237	238,282	+4450.0% +233,045	$1,088k	$41,806k
Assenagon Asset Management S.A. 1546007	LPLA LPL Financial Holdings Inc.	16,473	747,086	+4435.2% +730,613	$4,955k	$210,439k
Perpetual Ltd 1647273	ABT Abbott Laboratories	10,713	470,286	+4289.9% +459,573	$1,099k	$42,673k
Assenagon Asset Management S.A. 1546007	MO Altria Group, Inc.	95,131	3,606,561	+3691.2% +3,511,430	$6,277k	$259,492k
Assenagon Asset Management S.A. 1546007	RY Royal Bank Of Canada	46,345	1,589,605	+3329.9% +1,543,260	$7,497k	$329,000k
Scharf Investments, LLC 1463746	SYK Stryker Corp	5,505	184,576	+3252.9% +179,071	$1,808k	$58,111k
Curated Wealth Partners LLC 1781284	COP Conocophillips	9,796	326,557	+3233.6% +316,761	$1,293k	$33,948k
Assenagon Asset Management S.A. 1546007	BBY Best Buy Co Inc	16,041	531,517	+3213.5% +515,476	$1,029k	$40,331k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1009016	SYK Stryker Corp	5,444	173,915	+3094.6% +168,471	$1,788k	$54,755k
Curated Wealth Partners LLC 1781284	TPL Texas Pacific Land Corp	8,298	255,012	+2973.2% +246,714	$3,937k	$111,603k
Curated Wealth Partners LLC 1781284	AON Aon plc	3,761	108,328	+2780.3% +104,567	$1,213k	$35,931k
Assenagon Asset Management S.A. 1546007	AME Ametek Inc/	5,691	158,621	+2687.2% +152,930	$1,219k	$38,376k
Scharf Investments, LLC 1463746	AMZN Amazon Com Inc	17,471	484,291	+2672.0% +466,820	$3,638k	$115,425k
Assenagon Asset Management S.A. 1546007	PLTR Palantir Technologies Inc.	57,447	1,491,567	+2496.4% +1,434,120	$8,403k	$174,021k
Kepler Cheuvreux (Suisse) SA 2096459	VZ Verizon Communications Inc	34,441	866,853	+2416.9% +832,412	$1,728k	$36,702k
Perpetual Ltd 1647273	SCHW Schwab Charles Corp	18,210	455,719	+2402.6% +437,509	$1,711k	$42,049k
Procyon Advisors, LLC 1804329	TSLA Tesla, Inc.	22,633	549,079	+2326.0% +526,446	$8,413k	$230,942k
Assenagon Asset Management S.A. 1546007	PEG Public Service Enterprise Group Inc	16,043	386,895	+2311.6% +370,852	$1,298k	$31,400k
OFI INVEST ASSET MANAGEMENT 1977602	SYK Stryker Corp	3,743	88,370	+2260.9% +84,627	$1,229k	$27,822k
Assenagon Asset Management S.A. 1546007	LOGI Logitech International S.A.	44,937	1,045,742	+2227.1% +1,000,805	$4,094k	$98,341k
Portman Square Capital LLP 1966898	IREN IREN Ltd	176,466	4,096,200	+2221.2% +3,919,734	$6,049k	$187,319k
Assenagon Asset Management S.A. 1546007	AON Aon plc	8,220	188,821	+2197.1% +180,601	$2,653k	$62,630k
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1009016	COR Cencora, Inc.	11,136	246,706	+2115.4% +235,570	$3,498k	$69,812k
CIDEL ASSET MANAGEMENT INC 1621915	KO Coca Cola Co	16,517	361,934	+2091.3% +345,417	$1,256k	$29,414k
Mayflower Financial Advisors, LLC 1852930	MCD Mcdonalds Corp	4,667	99,360	+2029.0% +94,693	$1,450k	$26,858k
Assenagon Asset Management S.A. 1546007	RACE Ferrari N.V.	8,749	184,129	+2004.6% +175,380	$2,961k	$68,549k
Y-Intercept (Hong Kong) Ltd 1772875	CVX Chevron Corp	6,839	134,525	+1867.0% +127,686	$1,414k	$22,298k
Assenagon Asset Management S.A. 1546007	SLB Slb Limited/Nv	114,815	2,248,224	+1858.1% +2,133,409	$5,900k	$104,519k
FIRST CITIZENS BANK & TRUST CO 1092203	ITW Illinois Tool Works Inc	4,640	89,659	+1832.3% +85,019	$1,207k	$24,250k
HOWLAND CAPITAL MANAGEMENT LLC 1079112	VISN Vistance Networks, Inc.	82,700	1,561,086	+1787.6% +1,478,386	$1,505k	$19,950k
Assenagon Asset Management S.A. 1546007	SMCI Super Micro Computer, Inc.	116,275	2,174,863	+1770.4% +2,058,588	$2,647k	$63,788k
Assenagon Asset Management S.A. 1546007	PCAR Paccar Inc	39,473	732,745	+1756.3% +693,272	$4,559k	$88,017k
OFI INVEST ASSET MANAGEMENT 1977602	TXN Texas Instruments Inc	27,397	499,791	+1724.3% +472,394	$5,318k	$148,972k
SAPIENT CAPITAL LLC 1998653	MS Morgan Stanley	10,076	181,301	+1699.3% +171,225	$1,658k	$37,899k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1632972	CBOE Cboe Global Markets, Inc.	5,192	92,310	+1677.9% +87,118	$1,459k	$22,400k
Assenagon Asset Management S.A. 1546007	EL Estee Lauder Companies Inc	23,859	412,570	+1629.2% +388,711	$1,712k	$32,572k
Curated Wealth Partners LLC 1781284	AAPL Apple Inc.	40,892	685,368	+1576.0% +644,476	$10,377k	$198,318k
Assenagon Asset Management S.A. 1546007	EPAM EPAM Systems, Inc.	17,619	292,542	+1560.4% +274,923	$2,385k	$23,213k
Assenagon Asset Management S.A. 1546007	NTNX Nutanix, Inc.	199,501	3,262,231	+1535.2% +3,062,730	$7,583k	$166,243k
Navigation Wealth Management, Inc. 1839930	SPY Spdr S&P 500 ETF Trust	3,228	51,893	+1507.6% +48,665	$2,099k	$38,752k
Assenagon Asset Management S.A. 1546007	AVY Avery Dennison Corp	5,897	94,561	+1503.5% +88,664	$1,018k	$15,351k
Curated Wealth Partners LLC 1781284	RBC RBC Bearings INC	1,937	30,997	+1500.3% +29,060	$1,052k	$19,963k
OFI INVEST ASSET MANAGEMENT 1977602	WMB Williams Companies, Inc.	31,098	497,513	+1499.8% +466,415	$2,263k	$36,985k
DAVENPORT & Co LLC 887777	IFF International Flavors & Fragrances Inc	56,256	890,699	+1483.3% +834,443	$4,081k	$70,561k
Curated Wealth Partners LLC 1781284	MSFT Microsoft Corp	15,107	236,411	+1464.9% +221,304	$5,592k	$88,186k
Seilern Investment Management Ltd 1817797	CPRT Copart Inc	68,854	1,052,697	+1428.9% +983,843	$2,285k	$29,675k
Curated Wealth Partners LLC 1781284	QQQ Invesco Qqq Trust, Series 1	1,799	26,932	+1397.1% +25,133	$1,038k	$19,832k
Larry Mathis Financial Planning, LLC 2118274	WMT Walmart Inc.	8,914	132,850	+1390.4% +123,936	$1,107k	$15,046k
Curated Wealth Partners LLC 1781284	AMZN Amazon Com Inc	31,732	466,154	+1369.0% +434,422	$6,608k	$111,103k
Brookstone Capital Management 1599584	PAYX Paychex Inc	17,090	250,530	+1365.9% +233,440	$1,574k	$24,634k
Assenagon Asset Management S.A. 1546007	GWW W.W. Grainger, Inc.	2,150	31,242	+1353.1% +29,092	$2,345k	$42,501k
Y-Intercept (Hong Kong) Ltd 1772875	CME Cme Group Inc.	10,551	148,345	+1306.0% +137,794	$3,116k	$32,759k
Curated Wealth Partners LLC 1781284	META Meta Platforms, Inc.	6,675	90,543	+1256.4% +83,868	$3,818k	$51,001k
Curated Wealth Partners LLC 1781284	NFLX Netflix Inc	18,009	243,989	+1254.8% +225,980	$1,731k	$17,420k
DAVENPORT & Co LLC 887777	DVN Devon Energy Corp/De	27,951	377,912	+1252.1% +349,961	$1,406k	$15,615k
OFI INVEST ASSET MANAGEMENT 1977602	CMI Cummins Inc	2,266	30,415	+1242.2% +28,149	$1,219k	$21,692k
Assenagon Asset Management S.A. 1546007	CNP Centerpoint Energy Inc	24,196	321,853	+1230.2% +297,657	$1,044k	$14,174k
Assenagon Asset Management S.A. 1546007	SNAP Snap Inc	302,139	3,903,141	+1191.8% +3,601,002	$1,389k	$17,329k
PENN DAVIS MCFARLAND INC 1108893	ACN Accenture plc	25,689	320,793	+1148.8% +295,104	$5,093k	$39,919k
E. Ohman J:or Asset Management AB 2009396	RDNT RadNet, Inc.	36,403	452,966	+1144.3% +416,563	$2,034k	$27,934k
Curated Wealth Partners LLC 1781284	DAR Darling Ingredients Inc.	18,111	223,680	+1135.1% +205,569	$1,120k	$12,217k
Curated Wealth Partners LLC 1781284	AIG American International Group, Inc.	18,130	222,206	+1125.6% +204,076	$1,364k	$16,561k
Curated Wealth Partners LLC 1781284	BX Blackstone Inc.	11,282	137,270	+1116.7% +125,988	$1,297k	$16,152k
DAVENPORT & Co LLC 887777	QQQ Invesco Qqq Trust, Series 1	20,941	254,253	+1114.1% +233,312	$12,086k	$187,231k
Assenagon Asset Management S.A. 1546007	SRE Sempra	36,263	440,209	+1113.9% +403,946	$3,523k	$40,811k
Y-Intercept (Hong Kong) Ltd 1772875	ON On Semiconductor Corp	18,733	227,012	+1111.8% +208,279	$1,159k	$21,461k
TT International Asset Management LTD 1809187	IBN Icici Bank Ltd	209,833	2,541,098	+1111.0% +2,331,265	$5,434k	$73,768k
Ninety One UK Ltd 1418329	UNH Unitedhealth Group Inc	92,699	1,103,370	+1090.3% +1,010,671	$25,083k	$458,593k
Assenagon Asset Management S.A. 1546007	UPS United Parcel Service Inc	68,248	797,176	+1068.1% +728,928	$6,714k	$85,696k
BENJAMIN JOSEPH FLOYD DBA FLOYD CAPITAL MANAGEMENT 1535254	SPY Spdr S&P 500 ETF Trust	15,090	176,101	+1067.0% +161,011	$9,813k	$131,506k
ARDSLEY ADVISORY PARTNERS LP 900529	AMD Advanced Micro Devices Inc	8,000	93,000	+1062.5% +85,000	$1,627k	$54,024k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 1632972	AFG American Financial Group Inc	7,910	90,701	+1046.7% +82,791	$1,010k	$12,692k
Kepler Cheuvreux (Suisse) SA 2096459	LVS Las Vegas Sands Corp	23,268	263,964	+1034.5% +240,696	$1,253k	$12,192k
Y-Intercept (Hong Kong) Ltd 1772875	INTU Intuit Inc.	9,719	109,433	+1026.0% +99,714	$4,202k	$28,562k
Assenagon Asset Management S.A. 1546007	AAL American Airlines Group Inc.	105,899	1,191,912	+1025.5% +1,086,013	$1,137k	$21,537k
Handelsbanken Fonder AB 1398318	PRIM Primoris Services Corp	15,000	167,930	+1019.5% +152,930	$2,145k	$16,645k
Madison Park Capital Advisors, LLC 1993022	QQQ Invesco Qqq Trust, Series 1	5,000	55,764	+1015.3% +50,764	$2,885k	$41,064k
Curated Wealth Partners LLC 1781284	GOOGL Alphabet Inc.	21,073	234,431	+1012.5% +213,358	$6,059k	$83,778k
E. Ohman J:or Asset Management AB 2009396	SYK Stryker Corp	11,866	131,471	+1008.0% +119,605	$3,899k	$41,392k
WEDGE CAPITAL MANAGEMENT L L P/NC 1015308	RGA Reinsurance Group Of America Inc	16,846	179,440	+965.2% +162,594	$3,439k	$38,157k
Y-Intercept (Hong Kong) Ltd 1772875	PBR Petrobras - Petroleo Brasileiro SA	64,570	685,957	+962.3% +621,387	$1,339k	$11,085k
Assenagon Asset Management S.A. 1546007	PEP Pepsico Inc	353,018	3,715,812	+952.6% +3,362,794	$54,820k	$503,120k