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
5,000 positions
| Institution | Stock | Prior Shares | Current Shares | Change |
|---|---|---|---|---|
| GQG Partners LLC 1697233 | ASML Asml Holding NV | 540 | 729,451 | +134983.5% +728,911 |
| Fisher Asset Management, LLC 850529 | TLT iShares 20+ Year Treasury Bond ETF | 44,294 | 59,221,357 | +133600.6% +59,177,063 |
| MIZUHO SECURITIES USA LLC 812291 | AKAM Akamai Technologies Inc | 8,697 | 11,211,728 | +128814.9% +11,203,031 |
| Mirabaud Asset Management Ltd 1680493 | WSO Watsco Inc | 2,647 | 2,647,000 | +99900.0% +2,644,353 |
| Mirabaud Asset Management Ltd 1680493 | META Meta Platforms, Inc. | 4,767 | 4,711,000 | +98725.3% +4,706,233 |
| Mirabaud Asset Management Ltd 1680493 | MSFT Microsoft Corp | 15,089 | 14,911,000 | +98720.3% +14,895,911 |
| Mirabaud Asset Management Ltd 1680493 | FCX Freeport-Mcmoran Inc | 26,519 | 26,180,000 | +98621.7% +26,153,481 |
| Mirabaud Asset Management Ltd 1680493 | AZN Astrazeneca PLC | 12,669 | 12,474,000 | +98360.8% +12,461,331 |
| Mirabaud Asset Management Ltd 1680493 | V Visa Inc. | 5,317 | 5,235,000 | +98357.8% +5,229,683 |
| Mirabaud Asset Management Ltd 1680493 | QCOM Qualcomm Inc | 7,306 | 7,102,000 | +97107.8% +7,094,694 |
| Mirabaud Asset Management Ltd 1680493 | IBM International Business Machines Corp | 8,298 | 8,043,000 | +96827.0% +8,034,702 |
| Mirabaud Asset Management Ltd 1680493 | CSCO Cisco Systems, Inc. | 14,776 | 14,282,000 | +96556.7% +14,267,224 |
| Mirabaud Asset Management Ltd 1680493 | HD Home Depot, Inc. | 12,083 | 11,670,000 | +96482.0% +11,657,917 |
| Mirabaud Asset Management Ltd 1680493 | INTC Intel Corp | 11,997 | 11,581,000 | +96432.5% +11,569,003 |
| Mirabaud Asset Management Ltd 1680493 | AMD Advanced Micro Devices Inc | 3,668 | 3,538,000 | +96355.8% +3,534,332 |
| Mirabaud Asset Management Ltd 1680493 | MCD Mcdonalds Corp | 12,522 | 12,055,000 | +96170.6% +12,042,478 |
| Mirabaud Asset Management Ltd 1680493 | GEV GE Vernova Inc. | 1,097 | 1,045,000 | +95159.8% +1,043,903 |
| Mirabaud Asset Management Ltd 1680493 | CAT Caterpillar Inc | 1,897 | 1,806,000 | +95103.0% +1,804,103 |
| Mirabaud Asset Management Ltd 1680493 | AXP American Express Co | 5,317 | 5,059,000 | +95047.6% +5,053,683 |
| Mirabaud Asset Management Ltd 1680493 | TJX Tjx Companies Inc | 12,834 | 12,211,000 | +95045.7% +12,198,166 |
| Mirabaud Asset Management Ltd 1680493 | MU Micron Technology Inc | 2,379 | 2,261,000 | +94939.9% +2,258,621 |
| Mirabaud Asset Management Ltd 1680493 | GOOGL Alphabet Inc. | 19,459 | 18,490,000 | +94920.3% +18,470,541 |
| Mirabaud Asset Management Ltd 1680493 | TSLA Tesla, Inc. | 6,232 | 5,876,000 | +94187.5% +5,869,768 |
| Mirabaud Asset Management Ltd 1680493 | GS Goldman Sachs Group Inc | 2,819 | 2,652,000 | +93975.9% +2,649,181 |
| Mirabaud Asset Management Ltd 1680493 | NVDA Nvidia Corp | 40,341 | 37,824,000 | +93660.7% +37,783,659 |
| Mirabaud Asset Management Ltd 1680493 | CME Cme Group Inc. | 9,447 | 8,721,000 | +92215.0% +8,711,553 |
| Mirabaud Asset Management Ltd 1680493 | RY Royal Bank Of Canada | 20,921 | 19,224,000 | +91788.5% +19,203,079 |
| Mirabaud Asset Management Ltd 1680493 | AVGO Broadcom Inc. | 8,747 | 7,941,000 | +90685.4% +7,932,253 |
| Mirabaud Asset Management Ltd 1680493 | TXN Texas Instruments Inc | 7,500 | 6,799,000 | +90553.3% +6,791,500 |
| Mirabaud Asset Management Ltd 1680493 | AAPL Apple Inc. | 23,536 | 21,196,000 | +89957.8% +21,172,464 |
| MIZUHO SECURITIES USA LLC 812291 | ON On Semiconductor Corp | 23,820 | 21,388,779 | +89693.4% +21,364,959 |
| Mirabaud Asset Management Ltd 1680493 | MDT Medtronic plc | 12,932 | 11,438,000 | +88347.3% +11,425,068 |
| Mirabaud Asset Management Ltd 1680493 | TSM Taiwan Semiconductor Manufacturing Co Ltd | 12,291 | 10,671,000 | +86719.6% +10,658,709 |
| Mirabaud Asset Management Ltd 1680493 | AMZN Amazon Com Inc | 15,899 | 13,749,000 | +86377.1% +13,733,101 |
| Mirabaud Asset Management Ltd 1680493 | NEE Nextera Energy Inc | 34,926 | 30,164,000 | +86265.5% +30,129,074 |
| Mirabaud Asset Management Ltd 1680493 | JPM Jpmorgan Chase & Co | 7,738 | 6,658,000 | +85942.9% +6,650,262 |
| Mirabaud Asset Management Ltd 1680493 | ORCL Oracle Corp | 8,876 | 7,576,000 | +85253.8% +7,567,124 |
| Mirabaud Asset Management Ltd 1680493 | FERG Ferguson Enterprises Inc. | 6,312 | 5,219,000 | +82583.8% +5,212,688 |
| Mirabaud Asset Management Ltd 1680493 | JNJ Johnson & Johnson | 13,825 | 11,287,000 | +81542.0% +11,273,175 |
| Mirabaud Asset Management Ltd 1680493 | SBUX Starbucks Corp | 20,263 | 15,880,000 | +78269.4% +15,859,737 |
| Mirabaud Asset Management Ltd 1680493 | BAC Bank Of America Corp | 48,571 | 34,416,000 | +70757.1% +34,367,429 |
| MIZUHO SECURITIES USA LLC 812291 | MCHP Microchip Technology Inc | 32,714 | 18,615,337 | +56803.3% +18,582,623 |
| BlackRock, Inc. 2012383 | EWD iShares MSCI Sweden ETF | 23,691 | 12,764,042 | +53777.2% +12,740,351 |
| Mirabaud Asset Management Ltd 1680493 | ABBV AbbVie Inc. | 11,588 | 6,200,000 | +53403.6% +6,188,412 |
| Wilshire Advisors LLC 1616628 | IJH iShares Core S&P Mid-Cap ETF | 22,862 | 10,932,900 | +47721.3% +10,910,038 |
| Mirabaud Asset Management Ltd 1680493 | PANW Palo Alto Networks Inc | 4,547 | 2,086,000 | +45776.4% +2,081,453 |
| Mirabaud Asset Management Ltd 1680493 | CSL Carlisle Companies Inc | 6,133 | 2,757,000 | +44853.5% +2,750,867 |
| MIZUHO SECURITIES USA LLC 812291 | O Realty Income Corp | 55,612 | 23,290,708 | +41780.7% +23,235,096 |
| MARSHALL WACE, LLP 1318757 | PG PROCTER & GAMBLE Co | 9,385 | 3,421,236 | +36354.3% +3,411,851 |
| Winslow Capital Management, LLC 900973 | SPOT Spotify Technology S.A. | 2,811 | 931,506 | +33037.9% +928,695 |
| Qube Research & Technologies Ltd 1729829 | PNC Pnc Financial Services Group, Inc. | 4,800 | 1,509,358 | +31345.0% +1,504,558 |
| AGF MANAGEMENT LTD 1003518 | INTC Intel Corp | 7,607 | 1,861,123 | +24365.9% +1,853,516 |
| Van Hulzen Asset Management, LLC 1600145 | SPCX Space Exploration Technologies Corp | 9,613 | 2,309,560 | +23925.4% +2,299,947 |
| Boston Partners 1386060 | MBGL Mobility Global Inc. | 51,413 | 11,770,742 | +22794.5% +11,719,329 |
| Mutual Advisors, LLC 1694080 | SPCX Space Exploration Technologies Corp | 10,856 | 2,352,457 | +21569.6% +2,341,601 |
| Boston Partners 1386060 | NEE Nextera Energy Inc | 33,416 | 7,014,636 | +20891.8% +6,981,220 |
| Quantinno Capital Management LP 1759654 | SPCX Space Exploration Technologies Corp | 9,849 | 2,034,911 | +20561.1% +2,025,062 |
| GoalVest Advisory LLC 1839307 | QQQ Invesco Qqq Trust, Series 1 | 3,016 | 613,955 | +20256.6% +610,939 |
| Assenagon Asset Management S.A. 1546007 | HUM Humana Inc | 6,207 | 1,255,479 | +20126.8% +1,249,272 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | CFR Cullen/Frost Bankers, Inc. | 9,560 | 1,919,009 | +19973.3% +1,909,449 |
| GoalVest Advisory LLC 1839307 | SPY Spdr S&P 500 ETF Trust | 3,770 | 721,104 | +19027.4% +717,334 |
| RITHOLTZ WEALTH MANAGEMENT 1698218 | QQQM Invesco Ltd. | 3,841 | 709,597 | +18374.3% +705,756 |
| Quadrature Capital Ltd 1651424 | MSFT Microsoft Corp | 4,424 | 795,320 | +17877.4% +790,896 |
| MIZUHO SECURITIES USA LLC 812291 | WEC Wec Energy Group, Inc. | 19,676 | 3,523,607 | +17808.1% +3,503,931 |
| Dodge & Cox 200217 | BSX Boston Scientific Corp | 87,485 | 14,961,119 | +17001.4% +14,873,634 |
| SANDS CAPITAL MANAGEMENT, LLC 1020066 | PLTR Palantir Technologies Inc. | 17,944 | 2,942,795 | +16299.9% +2,924,851 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | TTEK Tetra Tech Inc | 41,812 | 6,631,132 | +15759.4% +6,589,320 |
| Walleye Capital LLC 1758720 | GOOGL Alphabet Inc. | 65,188 | 9,927,556 | +15129.1% +9,862,368 |
| Qube Research & Technologies Ltd 1729829 | CMI Cummins Inc | 5,354 | 785,427 | +14569.9% +780,073 |
| FRANKLIN RESOURCES INC 38777 | ITT Itt Inc. | 5,089 | 721,108 | +14069.9% +716,019 |
| Bank of New York Mellon Corp 1390777 | PAVE Global X U.S. Infrastructure Development ETF | 21,787 | 3,042,744 | +13865.9% +3,020,957 |
| Walleye Capital LLC 1758720 | TECH BIO-TECHNE Corp | 25,401 | 3,536,531 | +13822.8% +3,511,130 |
| Walleye Capital LLC 1758720 | FSLR First Solar, Inc. | 13,861 | 1,852,963 | +13268.2% +1,839,102 |
| MIO PARTNERS, INC. 1535457 | FXI iShares China Large-Cap ETF | 52,462 | 6,939,000 | +13126.7% +6,886,538 |
| HRT FINANCIAL LP 1475597 | ALAB Astera Labs, Inc. | 3,248 | 427,396 | +13058.7% +424,148 |
| Krilogy Financial LLC 1659047 | SPCX Space Exploration Technologies Corp | 6,117 | 800,999 | +12994.6% +794,882 |
| EP Wealth Advisors, LLC 1540569 | VONE VANGUARD RUSSELL 1000 INDEX FUND | 4,680 | 604,057 | +12807.2% +599,377 |
| Clal Insurance Enterprises Holdings Ltd 1376192 | SOXX iShares Semiconductor ETF | 6,420 | 828,420 | +12803.7% +822,000 |
| FIRST TRUST ADVISORS LP 1125816 | FPS Forgent Power Solutions, Inc. | 86,436 | 11,030,700 | +12661.7% +10,944,264 |
| Retirement Systems of Alabama 1593051 | AGG iShares Core U.S. Aggregate Bond ETF | 27,899 | 3,542,133 | +12596.3% +3,514,234 |
| Walleye Capital LLC 1758720 | LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 27,600 | 3,480,700 | +12511.2% +3,453,100 |
| PFA Pension, Forsikringsaktieselskab 1730073 | PANW Palo Alto Networks Inc | 3,596 | 442,864 | +12215.5% +439,268 |
| Wilshire Advisors LLC 1616628 | GOVT iShares U.S. Treasury Bond ETF | 72,841 | 8,961,667 | +12203.1% +8,888,826 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | AMAT Applied Materials Inc | 6,068 | 720,653 | +11776.3% +714,585 |
| Sequoia Financial Advisors, LLC 1599900 | IDEV iShares Core MSCI International Developed Markets ETF | 25,581 | 2,935,118 | +11373.8% +2,909,537 |
| EP Wealth Advisors, LLC 1540569 | IDEV iShares Core MSCI International Developed Markets ETF | 11,627 | 1,323,478 | +11282.8% +1,311,851 |
| Heartland Bank & Trust Co 1866040 | HBT HBT Financial, Inc. | 150,575 | 17,105,972 | +11260.4% +16,955,397 |
| TIAA Wealth Investment Management LLC 2124867 | NYF iShares New York Muni Bond ETF | 21,608 | 2,417,387 | +11087.5% +2,395,779 |
| JANE STREET GROUP, LLC 1595888 | BTSG BrightSpring Health Services, Inc. | 28,190 | 3,124,734 | +10984.5% +3,096,544 |
| GQG Partners LLC 1697233 | GOOG Alphabet Inc. | 63,882 | 7,030,793 | +10905.9% +6,966,911 |
| Walleye Capital LLC 1758720 | SOXX iShares Semiconductor ETF | 9,315 | 1,022,853 | +10880.7% +1,013,538 |
| ASSETMARK, INC 1344551 | SSO ProShares Ultra S&P500 | 48,756 | 5,270,036 | +10709.0% +5,221,280 |
| Quadrature Capital Ltd 1651424 | MUB iShares National Muni Bond ETF | 29,396 | 3,128,159 | +10541.4% +3,098,763 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 1672142 | XLE State Street(R) Energy Select Sector SPDR(R) ETF | 20,000 | 2,058,400 | +10192.0% +2,038,400 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 1177206 | LMT Lockheed Martin Corp | 2,949 | 301,168 | +10112.5% +298,219 |
| Beutel, Goodman & Co Ltd. 1361974 | PEP Pepsico Inc | 22,739 | 2,279,847 | +9926.2% +2,257,108 |
| MARSHALL WACE, LLP 1318757 | HONA Honeywell Aerospace Inc. | 11,312 | 1,131,713 | +9904.5% +1,120,401 |
| a16z Perennial Management, L.P. 2009275 | NU Nu Holdings Ltd. | 14,444,100 | 1,444,027,700 | +9897.4% +1,429,583,600 |
| JPMORGAN CHASE & CO 19617 | IXC iShares Global Energy ETF | 61,378 | 6,112,479 | +9858.7% +6,051,101 |
| Clearbridge Investments, LLC 1348883 | IR Ingersoll Rand Inc. | 18,484 | 1,834,633 | +9825.5% +1,816,149 |