Smart Money New Buys
First-time positions opened by tracked institutional funds.
Q2 2026·77 stocks
Sort:
Consensus Buys (3+ funds)
HONAHONEYWELL AEROSPACE INC
$11.0B
20 funds
Invesco Ltd
$2.5B0.2% port.
Geode Capital Management
$1.6B0.1% port.
Morgan Stanley
$1.4B0.1% port.
+17 more funds
HONHONEYWELL INTL INC
$10.9B
20 funds
Invesco Ltd
$2.2B0.2% port.
Geode Capital Management
$1.6B0.1% port.
Morgan Stanley
$1.4B0.1% port.
+17 more funds
CCLCARNIVAL CORP LTD
$5.3B
19 funds
Geode Capital Management
$927M0.0% port.
Fidelity Management
$633M0.0% port.
Viking Global
$409M1.2% port.
+16 more funds
FDXFFedex Freight Holding Co., Inc.
$3.7B
19 funds
Dodge & Cox
$1.1B0.6% port.
Geode Capital Management
$382M0.0% port.
Viking Global
$357M1.0% port.
+16 more funds
DDDUPONT DE NEMOURS INC
$2.1B
18 funds
Geode Capital Management
$446M0.0% port.
Invesco Ltd
$296M0.0% port.
Northern Trust Corp
$148M0.0% port.
+15 more funds
SPCXSPACE EXPLORATION TECHN CORP
$52.3B
17 funds
Fidelity Management
$40.5B1.8% port.
Millennium Management
$3.0B1.1% port.
Geode Capital Management
$2.0B0.1% port.
+14 more funds
CBRSCEREBRAS SYSTEMS INC
$3.6B
15 funds
Fidelity Management
$1.3B0.1% port.
Tiger Global Management
$663M2.8% port.
Morgan Stanley
$420M0.0% port.
+12 more funds
GOOGL 6.25 05/15/29 BALPHABET INC
$2.3B
12 funds
Capital Research Global Investors
$922M0.1% port.
DE Shaw
$494M0.2% port.
Fidelity Management
$224M0.0% port.
+9 more funds
INIOINNIO NV
$1.1B
11 funds
Capital Research Global Investors
$340M0.0% port.
Point72
$178M0.2% port.
Citadel Advisors
$150M0.0% port.
+8 more funds
ASNDASCENDIS PHARMA A/S
$1.5B
10 funds
Fidelity Management
$818M0.0% port.
Goldman Sachs
$114M0.0% port.
Geode Capital Management
$103M0.0% port.
+7 more funds
MAIRMADISON AIR SOLUTIONS CORP
$1.2B
10 funds
Fidelity Management
$397M0.0% port.
Invesco Ltd
$252M0.0% port.
Citadel Advisors
$251M0.0% port.
+7 more funds
GOOGL 6.25 05/15/29 AALPHABET INC
$2.0B
9 funds
Capital Research Global Investors
$933M0.1% port.
DE Shaw
$498M0.2% port.
Fidelity Management
$224M0.0% port.
+6 more funds
TRITHOMSON REUTERS CORP
$1.8B
9 funds
Invesco Ltd
$844M0.1% port.
Morgan Stanley
$238M0.0% port.
Fidelity Management
$227M0.0% port.
+6 more funds
OCANFOCEANAGOLD CORP
$560M
9 funds
Goldman Sachs
$93M0.0% port.
Fidelity Management
$91M0.0% port.
Morgan Stanley
$77M0.0% port.
+6 more funds
FRVOFERVO ENERGY CO
$535M
9 funds
Capital Research Global Investors
$176M0.0% port.
UBS Group AG
$86M0.0% port.
Invesco Ltd
$70M0.0% port.
+6 more funds
VGNTVERSIGENT LTD
$457M
9 funds
State Street
$121M0.0% port.
DME Capital Management
$83M2.1% port.
Geode Capital Management
$66M0.0% port.
+6 more funds
SMCI 7 06/01/29SUPER MICRO COMPUTER INC
$661M
8 funds
Millennium Management
$167M0.1% port.
DE Shaw
$164M0.1% port.
Soros Fund Management
$111M1.4% port.
+5 more funds
QNTQUANTINUUM INC
$499M
7 funds
Citadel Advisors
$188M0.0% port.
Capital Research Global Investors
$143M0.0% port.
Balyasny Asset Management
$67M0.1% port.
+4 more funds
KEELKEEL INFRASTRUCTURE CORP
$291M
7 funds
Geode Capital Management
$101M0.0% port.
Morgan Stanley
$45M0.0% port.
Invesco Ltd
$43M0.0% port.
+4 more funds
DPCDPC HOLDINGS PLC
$268M
6 funds
Balyasny Asset Management
$78M0.1% port.
Citadel Advisors
$58M0.0% port.
Capital Research Global Investors
$40M0.0% port.
+3 more funds
ARXSARXIS INC
$380M
5 funds
Capital Research Global Investors
$166M0.0% port.
Citadel Advisors
$74M0.0% port.
Invesco Ltd
$72M0.0% port.
+2 more funds
XEX-ENERGY INC
$265M
5 funds
Point72
$104M0.1% port.
Citadel Advisors
$44M0.0% port.
Soros Fund Management
$41M0.5% port.
+2 more funds
BRUNBOOST RUN INC
$210M
5 funds
STRLSTERLING INFRASTRUCTURE INC
$972M
4 funds
Lone Pine Capital
$512M3.1% port.
Invesco Ltd
$374M0.0% port.
Balyasny Asset Management
$62M0.1% port.
+1 more fund
BTSGBRIGHTSPRING HEALTH SVCS INC
$922M
4 funds
Invesco Ltd
$686M0.1% port.
Viking Global
$113M0.3% port.
Capital Research Global Investors
$70M0.0% port.
+1 more fund
TECHBIO-TECHNE CORP
$487M
4 funds
Invesco Ltd
$321M0.0% port.
Millennium Management
$70M0.0% port.
Balyasny Asset Management
$59M0.1% port.
+1 more fund
WSEWISE GROUP PLC
$207M
4 funds
KLRAKAILERA THERAPEUTICS INC
$174M
4 funds
Citadel Advisors
$71M0.0% port.
Fidelity Management
$60M0.0% port.
Geode Capital Management
$21M0.0% port.
+1 more fund
NBISNEBIUS GROUP N.V.
$2.9B
3 funds
HDHOME DEPOT INC
$2.0B
3 funds
TTMITTM TECHNOLOGIES INC
$991M
3 funds
EWBCEAST WEST BANCORP INC
$769M
3 funds
ATOATMOS ENERGY CORP
$592M
3 funds
EXREXTRA SPACE STORAGE INC
$589M
3 funds
APTVAPTIV PLC
$536M
3 funds
IBKRINTERACTIVE BROKERS GROUP IN
$535M
3 funds
BLKBLACKROCK INC
$512M
3 funds
ONON SEMICONDUCTOR CORP
$450M
3 funds
UBSUBS GROUP AG
$381M
3 funds
EQHEQUITABLE HLDGS INC
$375M
3 funds
SWSMURFIT WESTROCK PLC
$372M
3 funds
DBDEUTSCHE BK AG
$326M
3 funds
MXLMAXLINEAR INC
$319M
3 funds
MIDDMIDDLEBY CORP
$303M
3 funds
FROGJFROG LTD
$301M
3 funds
Invesco Ltd
$233M0.0% port.
Balyasny Asset Management
$44M0.1% port.
Charles Schwab Investment Mgmt
$24M0.0% port.
CPNGCOUPANG INC
$192M
3 funds
TXRHTEXAS ROADHOUSE INC
$185M
3 funds
Invesco Ltd
$97M0.0% port.
Balyasny Asset Management
$61M0.1% port.
Renaissance Technologies
$27M0.0% port.
GDXJVANECK ETF TRUST
$145M
3 funds
AYASFAYA GOLD & SILVER INC
$142M
3 funds
GMRSGMR SOLUTIONS INC
$142M
3 funds
IYRISHARES TR
$117M
3 funds
INFQINFLEQTION INC
$98M
3 funds
LCLNLINCOLN INTL INC
$94M
3 funds
JANJANUS LIVING INC
$84M
3 funds
Invesco Ltd
$34M0.0% port.
Charles Schwab Investment Mgmt
$27M0.0% port.
Geode Capital Management
$23M0.0% port.
BXDCBLACKSTONE DIGITAL INFRASTRU
$72M
3 funds
Charles Schwab Investment Mgmt
$26M0.0% port.
Deutsche Bank AG
$24M0.0% port.
Citadel Advisors
$22M0.0% port.
Single Fund Conviction Bets
MRCYMERCURY SYS INC
$646M
2 funds
JANA Partners Management
$484M25.5% port.
Invesco Ltd
$162M0.0% port.
COOCOOPER COS INC
$490M
2 funds
JANA Partners Management
$257M13.5% port.
Invesco Ltd
$233M0.0% port.
SPYSTATE STR SPDR S&P 500 ETF T
$420M
2 funds
JANA Partners Management
$256M13.5% port.
Renaissance Technologies
$164M0.2% port.
WBDWARNER BROS DISCOVERY INC
$589M
2 funds
Third Point
$533M11.4% port.
DME Capital Management
$56M1.4% port.
FISVFISERV INC
$456M
2 funds
Invesco Ltd
$276M0.0% port.
JANA Partners Management
$180M9.4% port.
STXSEAGATE TECHNOLOGY HLDNGS PL
$1.2B
2 funds
Lone Pine Capital
$965M5.9% port.
Tiger Global Management
$275M1.1% port.
KEYSKEYSIGHT TECHNOLOGIES INC
$662M
2 funds
Invesco Ltd
$457M0.0% port.
Third Point
$205M4.4% port.
XYZBLOCK INC
$500M
2 funds
Invesco Ltd
$305M0.0% port.
Third Point
$194M4.2% port.
FLEXFLEX LTD
$615M
2 funds
Invesco Ltd
$448M0.0% port.
Third Point
$167M3.6% port.
ACHCACADIA HEALTHCARE COMPANY IN
$77M
2 funds
Mangrove Partners
$41M2.7% port.
Invesco Ltd
$36M0.0% port.
FLSFLOWSERVE CORP
$140M
2 funds
Starboard Value LP
$107M2.4% port.
Invesco Ltd
$33M0.0% port.
LWLAMB WESTON HLDGS INC
$233M
1 fund
JANA Partners Management
$233M12.2% port.
DTDYNATRACE INC
$389M
1 fund
Starboard Value LP
$389M8.6% port.
MKLMARKEL GROUP INC
$150M
1 fund
JANA Partners Management
$150M7.9% port.
ALKTALKAMI TECHNOLOGY INC
$122M
1 fund
JANA Partners Management
$122M6.4% port.
AMATAPPLIED MATLS INC
$873M
1 fund
Lone Pine Capital
$873M5.3% port.
LINLINDE PLC
$809M
1 fund
Lone Pine Capital
$809M4.9% port.
FUNSIX FLAGS ENTERTAINMENT CORP
$88M
1 fund
JANA Partners Management
$88M4.6% port.
ONONON HLDG AG
$470M
1 fund
Lone Pine Capital
$470M2.9% port.
RPDRAPID7 INC
$55M
1 fund
JANA Partners Management
$55M2.9% port.
FBINFORTUNE BRANDS INNOVATIONS I
$110M
1 fund
DME Capital Management
$110M2.8% port.
RACEFERRARI N V
$817M
1 fund
Viking Global
$817M2.3% port.
About 13F lag. Institutional managers with $100M+ AUM must file 13F reports within 45 days of each quarter end. A position marked “new” means the fund did not hold the stock in the prior quarter’s filing. These disclosures are historical snapshots. Actual current holdings may have changed.
Not financial advice. 13F data reflects quarter-end positions filed with the SEC. Positions may have changed since filing. See full disclaimer.