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 |
|---|---|---|---|---|
| a16z Perennial Management, L.P. 2009275 | COIN Coinbase Global, Inc. | 1,473,831 | 146,218,900 | +9821.0% +144,745,069 |
| a16z Perennial Management, L.P. 2009275 | SPY Spdr S&P 500 ETF Trust | 1,880 | 185,300 | +9756.4% +183,420 |
| a16z Perennial Management, L.P. 2009275 | HOOD Robinhood Markets, Inc. | 469,215 | 46,068,400 | +9718.2% +45,599,185 |
| VANGUARD PORTFOLIO MANAGEMENT LLC 2100121 | JHX James Hardie Industries plc | 127,877 | 12,542,603 | +9708.3% +12,414,726 |
| PARNASSUS INVESTMENTS, LLC 948669 | META Meta Platforms, Inc. | 9,681 | 936,246 | +9571.0% +926,565 |
| Walleye Capital LLC 1758720 | UNH Unitedhealth Group Inc | 44,282 | 4,267,909 | +9538.0% +4,223,627 |
| CTC LLC 1445893 | LLY ELI LILLY & Co | 9,925 | 934,629 | +9316.9% +924,704 |
| FMR LLC 315066 | NEU Newmarket Corp | 1,317 | 122,772 | +9222.1% +121,455 |
| Nuveen, LLC 1871926 | CBRS Cerebras Systems Inc. | 7,023 | 643,169 | +9058.0% +636,146 |
| GREAT LAKES ADVISORS, LLC 1078013 | KO Coca Cola Co | 20,031 | 1,834,255 | +9057.1% +1,814,224 |
| FMR LLC 315066 | FSTB Fidelity Short-Term Bond ETF | 95,000 | 8,651,669 | +9007.0% +8,556,669 |
| AMERICAN CENTURY COMPANIES INC 748054 | EFX Equifax Inc | 12,949 | 1,173,071 | +8959.2% +1,160,122 |
| Walleye Capital LLC 1758720 | WOLF Wolfspeed, Inc. | 90,841 | 8,145,038 | +8866.3% +8,054,197 |
| Walleye Capital LLC 1758720 | CLS Celestica Inc | 4,294 | 380,925 | +8771.1% +376,631 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | AN Autonation, Inc. | 8,808 | 777,528 | +8727.5% +768,720 |
| Walleye Capital LLC 1758720 | POWL Powell Industries Inc | 4,005 | 349,789 | +8633.8% +345,784 |
| Migdal Insurance & Financial Holdings Ltd. 1415912 | CAT Caterpillar Inc | 1,228 | 105,889 | +8522.9% +104,661 |
| Life Cycle Investment Partners Ltd 2072459 | SHEL Shell plc | 133,691 | 11,487,989 | +8492.9% +11,354,298 |
| CIBC Asset Management Inc 1021926 | SPCX Space Exploration Technologies Corp | 8,634 | 738,987 | +8459.0% +730,353 |
| Vontobel Holding Ltd. 1588340 | URI United Rentals, Inc. | 1,939 | 165,158 | +8417.7% +163,219 |
| SUN LIFE FINANCIAL INC 1097362 | EWS iShares MSCI Singapore ETF | 36,074 | 3,057,895 | +8376.7% +3,021,821 |
| FIRST TRUST ADVISORS LP 1125816 | CDNL Cardinal Infrastructure Group Inc. | 16,333 | 1,363,732 | +8249.5% +1,347,399 |
| Mawer Investment Management Ltd. 1538449 | GNRC Generac Holdings Inc. | 7,249 | 599,235 | +8166.5% +591,986 |
| Walleye Capital LLC 1758720 | ZIM ZIM Integrated Shipping Services Ltd. | 42,000 | 3,458,288 | +8134.0% +3,416,288 |
| Pathstone Holdings, LLC 2011612 | NVR Nvr Inc | 395 | 32,475 | +8121.5% +32,080 |
| FMR LLC 315066 | BBCA JPMorgan BetaBuilders Canada ETF | 31,083 | 2,537,424 | +8063.4% +2,506,341 |
| Qube Research & Technologies Ltd 1729829 | CARR CARRIER GLOBAL Corp | 38,700 | 3,134,788 | +8000.2% +3,096,088 |
| MARSHALL WACE, LLP 1318757 | DDOG Datadog, Inc. | 4,070 | 329,508 | +7996.0% +325,438 |
| Phoenix Financial Ltd. 1679543 | CEG Constellation Energy Corp | 5,645 | 455,575 | +7970.4% +449,930 |
| Altshuler Shaham Ltd 1324290 | META Meta Platforms, Inc. | 1,805 | 145,561 | +7964.3% +143,756 |
| Walleye Capital LLC 1758720 | XBI State Street(R) SPDR(R) S&P(R) Biotech ETF | 12,780 | 1,012,305 | +7821.0% +999,525 |
| CITIGROUP INC 831001 | BIRK Birkenstock Holding plc | 27,930 | 2,191,375 | +7746.0% +2,163,445 |
| CHOREO, LLC 1679031 | SPCX Space Exploration Technologies Corp | 11,724 | 914,891 | +7703.6% +903,167 |
| Walleye Capital LLC 1758720 | VRT Vertiv Holdings Co | 30,552 | 2,350,655 | +7593.9% +2,320,103 |
| AMERICAN CENTURY COMPANIES INC 748054 | TRI Thomson Reuters Corp | 14,558 | 1,104,591 | +7487.5% +1,090,033 |
| Assenagon Asset Management S.A. 1546007 | QCOM Qualcomm Inc | 91,681 | 6,822,682 | +7341.8% +6,731,001 |
| OMERS ADMINISTRATION Corp 1053321 | XNDU Xanadu Quantum Technologies Ltd | 500,000 | 36,613,907 | +7222.8% +36,113,907 |
| Qube Research & Technologies Ltd 1729829 | PCAR Paccar Inc | 27,380 | 1,974,387 | +7111.1% +1,947,007 |
| BNP PARIBAS ARBITRAGE, SA 1166588 | LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 123,518 | 8,835,034 | +7052.8% +8,711,516 |
| 1832 Asset Management L.P. 944388 | PLTR Palantir Technologies Inc. | 19,708 | 1,407,222 | +7040.4% +1,387,514 |
| NEUBERGER BERMAN GROUP LLC 1465109 | P Everpure, Inc. | 15,502 | 1,100,581 | +6999.6% +1,085,079 |
| BW Gestao de Investimentos Ltda. 1568280 | INTC Intel Corp | 13,000 | 917,661 | +6958.9% +904,661 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 869353 | AMD Advanced Micro Devices Inc | 1,985 | 139,980 | +6951.9% +137,995 |
| DEUTSCHE BANK AG\ 948046 | TTMI Ttm Technologies Inc | 10,357 | 724,270 | +6893.0% +713,913 |
| VAN ECK ASSOCIATES CORP 869178 | ROL Rollins Inc | 63,235 | 4,415,942 | +6883.4% +4,352,707 |
| ADAPT Investment Managers SA 2029917 | FXI iShares China Large-Cap ETF | 36,500 | 2,544,500 | +6871.2% +2,508,000 |
| BOWEN HANES & CO INC 1077583 | STT State Street Corp | 6,038 | 417,018 | +6806.6% +410,980 |
| NEUBERGER BERMAN GROUP LLC 1465109 | OKTA Okta, Inc. | 9,640 | 662,914 | +6776.7% +653,274 |
| BNP PARIBAS ARBITRAGE, SA 1166588 | BHP BHP Group Ltd | 37,869 | 2,554,519 | +6645.7% +2,516,650 |
| a16z Perennial Management, L.P. 2009275 | IOT Samsara Inc. | 5,344,484 | 359,674,700 | +6629.8% +354,330,216 |
| BESSEMER GROUP INC 1054074 | CPAY Corpay, Inc. | 3,870 | 254,722 | +6482.0% +250,852 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | NET Cloudflare, Inc. | 5,028 | 329,739 | +6458.1% +324,711 |
| Apollon Wealth Management, LLC 1764387 | WCMI First Trust WCM International Equity ETF | 82,092 | 5,366,360 | +6437.0% +5,284,268 |
| DEUTSCHE BANK AG\ 948046 | VOYA Voya Financial, Inc. | 11,160 | 721,897 | +6368.6% +710,737 |
| Qube Research & Technologies Ltd 1729829 | MNST Monster Beverage Corp | 54,800 | 3,511,052 | +6307.0% +3,456,252 |
| DekaBank Deutsche Girozentrale 1456228 | NU Nu Holdings Ltd. | 79,585 | 4,993,025 | +6173.8% +4,913,440 |
| VICTORY CAPITAL MANAGEMENT INC 1040188 | ALLE Allegion plc | 26,263 | 1,643,242 | +6156.9% +1,616,979 |
| NEUBERGER BERMAN GROUP LLC 1465109 | DT Dynatrace, Inc. | 29,330 | 1,786,138 | +5989.8% +1,756,808 |
| HighTower Advisors, LLC 1462245 | VSDM VANGUARD SHORT DURATION TAX-EXEMPT BOND ETF | 18,959 | 1,148,513 | +5957.9% +1,129,554 |
| JANE STREET GROUP, LLC 1595888 | VEA Vanguard FTSE Developed Markets ETF | 55,163 | 3,332,837 | +5941.8% +3,277,674 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 | AKAM Akamai Technologies Inc | 9,089 | 548,969 | +5939.9% +539,880 |
| Vontobel Holding Ltd. 1588340 | AME Ametek Inc | 5,499 | 331,727 | +5932.5% +326,228 |
| a16z Perennial Management, L.P. 2009275 | CART Maplebear Inc. | 31,862 | 1,919,500 | +5924.4% +1,887,638 |
| BANK OF MONTREAL /CAN/ 927971 | RBLX Roblox Corp | 49,378 | 2,929,242 | +5832.3% +2,879,864 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 2044324 | BKLC BNY Mellon US Large Cap Core Equity ETF | 22,503 | 1,329,483 | +5808.0% +1,306,980 |
| Sumitomo Mitsui Trust Group, Inc. 1475365 | VOO VANGUARD 500 INDEX FUND | 2,108 | 124,000 | +5782.4% +121,892 |
| NICHOLS & PRATT ADVISERS LLP /MA 1141781 | GOOGL Alphabet Inc. | 7,070 | 413,226 | +5744.8% +406,156 |
| Altshuler Shaham Ltd 1324290 | MU Micron Technology Inc | 1,121 | 65,315 | +5726.5% +64,194 |
| BESSEMER GROUP INC 1054074 | WELL Welltower Inc. | 18,394 | 1,067,401 | +5703.0% +1,049,007 |
| JANE STREET GROUP, LLC 1595888 | VWO VANGUARD EMERGING MARKETS STOCK INDEX FUND | 72,862 | 4,210,574 | +5678.8% +4,137,712 |
| VANGUARD PORTFOLIO MANAGEMENT LLC 2100121 | CBC Central Bancompany, Inc. | 56,614 | 3,250,912 | +5642.2% +3,194,298 |
| Walleye Capital LLC 1758720 | PANW Palo Alto Networks Inc | 43,342 | 2,486,811 | +5637.6% +2,443,469 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 928047 | GFS GLOBALFOUNDRIES Inc. | 18,105 | 1,038,057 | +5633.5% +1,019,952 |
| MIZUHO MARKETS AMERICAS LLC 1825516 | OTIS Otis Worldwide Corp | 45,139 | 2,578,044 | +5611.3% +2,532,905 |
| Qube Research & Technologies Ltd 1729829 | SPXC SPX Technologies, Inc. | 11,690 | 667,612 | +5611.0% +655,922 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1164508 | CRWD CrowdStrike Holdings, Inc. | 112,512 | 6,424,632 | +5610.2% +6,312,120 |
| JANE STREET GROUP, LLC 1595888 | LABD Direxion Daily S&P Biotech Bear 3X Shares | 187,507 | 10,698,955 | +5605.9% +10,511,448 |
| Quadrature Capital Ltd 1651424 | VRT Vertiv Holdings Co | 3,700 | 210,517 | +5589.6% +206,817 |
| Assenagon Asset Management S.A. 1546007 | F Ford Motor Co | 77,021 | 4,290,322 | +5470.3% +4,213,301 |
| Walleye Capital LLC 1758720 | NRG Nrg Energy, Inc. | 11,744 | 653,196 | +5462.0% +641,452 |
| RENAISSANCE TECHNOLOGIES LLC 1037389 | SNDK Sandisk Corp | 4,980 | 276,460 | +5451.4% +271,480 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 | FTV Fortive Corp | 19,060 | 1,053,849 | +5429.1% +1,034,789 |
| MARSHALL WACE, LLP 1318757 | CSL Carlisle Companies Inc | 2,800 | 153,545 | +5383.8% +150,745 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1535845 | FISV Fiserv Inc | 33,339 | 1,828,188 | +5383.6% +1,794,849 |
| Boston Partners 1386060 | GTX Garrett Motion Inc. | 101,849 | 5,486,101 | +5286.5% +5,384,252 |
| STRS OHIO 820478 | XOM ExxonMobil Holdings Corp | 30,735 | 1,652,037 | +5275.1% +1,621,302 |
| LSV ASSET MANAGEMENT 1050470 | ORCL Oracle Corp | 19,129 | 1,025,727 | +5262.2% +1,006,598 |
| Steward Partners Investment Advisory, LLC 1723397 | PSEP | 26,158 | 1,401,473 | +5257.7% +1,375,315 |
| Thrivent Financial for Lutherans 314984 | BTI British American Tobacco p.l.c. | 28,767 | 1,535,601 | +5238.1% +1,506,834 |
| Walleye Capital LLC 1758720 | WYNN Wynn Resorts Ltd | 33,814 | 1,802,159 | +5229.6% +1,768,345 |
| CloudAlpha Capital Management Limited/Hong Kong 1745907 | GOOGL Alphabet Inc. | 7,740 | 412,358 | +5227.6% +404,618 |
| FEDERATED HERMES, INC. 1056288 | BSX Boston Scientific Corp | 45,639 | 2,420,840 | +5204.3% +2,375,201 |
| Clal Insurance Enterprises Holdings Ltd 1376192 | MU Micron Technology Inc | 2,544 | 134,455 | +5185.2% +131,911 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1141802 | MTDR Matador Resources Co | 23,307 | 1,230,741 | +5180.6% +1,207,434 |
| Baird Financial Group, Inc. 1648711 | CPRT Copart Inc | 228,752 | 12,024,492 | +5156.6% +11,795,740 |
| BESSEMER GROUP INC 1054074 | PLTR Palantir Technologies Inc. | 41,169 | 2,160,917 | +5148.9% +2,119,748 |
| Brookstone Capital Management 1599584 | BAUG | 19,025 | 997,013 | +5140.5% +977,988 |
| Walleye Capital LLC 1758720 | TSM Taiwan Semiconductor Manufacturing Co Ltd | 85,841 | 4,472,711 | +5110.5% +4,386,870 |
| PANAGORA ASSET MANAGEMENT INC 883677 | RMBS Rambus Inc | 10,225 | 531,938 | +5102.3% +521,713 |
| Allspring Global Investments Holdings, LLC 1890906 | WST West Pharmaceutical Services Inc | 3,934 | 204,122 | +5088.7% +200,188 |