Biggest position increases
The largest dollar increases in a single stock by a notable fund last quarter, or by any fund manager.
Biggest position increases
Click a heading to sort the whole list by that column.
Q3 2026 compared with Q2 2026, for the notable funds. Switch to all managers to see the 5,264 managers whose two reports can be compared.
| # | Stock | Fund | Added (est.) | Shares | Position now | Share of the fund |
|---|---|---|---|---|---|---|
| 1 | DHR Danaher Corporation | Dodge & Cox | $2.2B | 257,039 → 10,078,442 | $2.2B | 1.2% |
| 2 | AMZN Amazon.com, Inc. | Dodge & Cox | $1.5B | 16,708,513 → 22,704,422 | $5.7B | 3.0% |
| 3 | MU Micron Technology, Inc. | Renaissance Technologies | $1.4B | 211,580 → 1,520,639 | $1.6B | 2.2% |
| 4 | NVDA NVIDIA Corporation | Dodge & Cox | $1.1B | 3,400 → 4,992,650 | $1.1B | 0.6% |
| 5 | AMD Advanced Micro Devices, Inc. | Renaissance Technologies | $704.2M | 829,697 → 1,995,101 | $1.2B | 1.6% |
| 6 | UNH UnitedHealth Group Incorporated | Renaissance Technologies | $682.7M | 367,014 → 2,226,720 | $817.4M | 1.1% |
| 7 | GEHC GE HealthCare Technologies Inc. | Dodge & Cox | $682.0M | 37,864,164 → 48,297,794 | $3.2B | 1.7% |
| 8 | BSX Boston Scientific Corporation | Dodge & Cox | $649.2M | 87,485 → 14,961,119 | $653.1M | 0.4% |
| 9 | SPCX Space Exploration Technologies Corp. New position | Renaissance Technologies | $620.5M | 0 → 4,113,200 | $620.5M | 0.8% |
| 10 | SNDK Sandisk Corporation | Renaissance Technologies | $472.3M | 4,980 → 276,460 | $481.0M | 0.7% |
| 11 | NVR NVR, Inc. New position | First Eagle Investment Management | $400.1M | 0 → 65,009 | $400.1M | 0.6% |
| 12 | IOND Ionic Digital Inc. New position | Sachem Head | $357.5M | 0 → 4,450,000 | $357.5M | 9.0% |
| 13 | GL Globe Life Inc. | Pzena Investment Management | $351.7M | 1,355,811 → 3,479,093 | $576.3M | 1.7% |
| 14 | BAC Bank of America Corporation New position | Renaissance Technologies | $351.3M | 0 → 6,453,339 | $351.3M | 0.5% |
| 15 | APP AppLovin Corporation | Davis Selected Advisers | $331.4M | 315,539 → 1,456,542 | $423.0M | 1.8% |
| 16 | INTC Intel Corporation | Soros Fund Management | $328.2M | 100,000 → 2,830,000 | $340.3M | 4.0% |
| 17 | SWKS Skyworks Solutions, Inc. New position | Sachem Head | $298.8M | 0 → 3,495,000 | $298.8M | 7.5% |
| 18 | IEP Icahn Enterprises L.P. | Icahn Enterprises | $273.6M | 618,393,343 → 658,924,537 | $4.4B | 47.2% |
| 19 | TEL TE Connectivity plc | Dodge & Cox | $262.6M | 16,968,886 → 18,212,906 | $3.8B | 2.1% |
| 20 | NKE Nike, Inc. | Renaissance Technologies | $253.8M | 4,070,200 → 11,242,321 | $397.9M | 0.5% |
| 21 | ZTS Zoetis Inc. New position | Davis Selected Advisers | $249.3M | 0 → 3,569,821 | $249.3M | 1.1% |
| 22 | GS Goldman Sachs Group, Inc. New position | Renaissance Technologies | $244.8M | 0 → 271,932 | $244.8M | 0.3% |
| 23 | SCHW Charles Schwab Corporation | Renaissance Technologies | $231.9M | 1,911,141 → 4,284,241 | $418.7M | 0.6% |
| 24 | META Meta Platforms, Inc. | Diamond Hill Capital | $213.7M | 163,309 → 457,928 | $332.1M | 3.6% |
| 25 | AMZN Amazon.com, Inc. | Diamond Hill Capital | $205.6M | 739,135 → 1,564,534 | $389.8M | 4.2% |
| 26 | AXP American Express Company | Renaissance Technologies | $199.5M | 34,580 → 690,720 | $210.0M | 0.3% |
| 27 | CVS CVS Health Corporation | Renaissance Technologies | $195.6M | 441,016 → 2,724,053 | $233.4M | 0.3% |
| 28 | PATH UiPath, Inc. | Renaissance Technologies | $192.7M | 3,553,900 → 18,562,500 | $238.3M | 0.3% |
| 29 | STX Seagate Technology Holdings PLC New position | Polen Capital | $187.8M | 0 → 203,600 | $187.8M | 2.0% |
| 30 | SMH Vaneck Semiconductor ETF New position | Renaissance Technologies | $185.9M | 0 → 305,332 | $185.9M | 0.3% |
| 31 | CIFR Cipher Digital Inc. New position | Sachem Head | $185.0M | 0 → 11,690,000 | $185.0M | 4.7% |
| 32 | BKNG Booking Holdings Inc. New position | Renaissance Technologies | $182.6M | 0 → 1,121,021 | $182.6M | 0.2% |
| 33 | ABNB Airbnb, Inc. | Renaissance Technologies | $182.2M | 1,542,641 → 2,676,761 | $430.0M | 0.6% |
| 34 | HONA Honeywell Aerospace Inc. New position | Baupost Group | $175.4M | 0 → 1,132,000 | $175.4M | 3.5% |
| 35 | EXE Expand Energy Corporation New position | Davis Selected Advisers | $172.1M | 0 → 2,046,853 | $172.1M | 0.7% |
| 36 | LKQ LKQ Corporation | Pzena Investment Management | $169.3M | 15,142,285 → 22,556,858 | $515.0M | 1.5% |
| 37 | ACN Accenture plc | Pzena Investment Management | $167.3M | 5,142,176 → 6,054,682 | $1.1B | 3.3% |
| 38 | HD Home Depot, Inc. New position | Renaissance Technologies | $160.1M | 0 → 562,640 | $160.1M | 0.2% |
| 39 | SSNC SS&C Technologies Holdings, Inc. | Pzena Investment Management | $158.6M | 11,036,568 → 13,093,819 | $1.0B | 3.0% |
| 40 | APP AppLovin Corporation New position | Renaissance Technologies | $153.1M | 0 → 527,101 | $153.1M | 0.2% |
| 41 | MCD McDonald's Corporation | Renaissance Technologies | $152.4M | 351,136 → 1,011,228 | $233.5M | 0.3% |
| 42 | FIX Comfort Systems USA, Inc. | Renaissance Technologies | $152.0M | 76,160 → 168,030 | $277.9M | 0.4% |
| 43 | HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Renaissance Technologies | $149.7M | 171,100 → 2,109,538 | $162.9M | 0.2% |
| 44 | ALAB Astera Labs, Inc. | Renaissance Technologies | $148.6M | 153,400 → 570,800 | $203.2M | 0.3% |
| 45 | LRCX Lam Research Corporation | Renaissance Technologies | $145.9M | 31,600 → 475,661 | $156.3M | 0.2% |
| 46 | CWST Casella Waste Systems, Inc. New position | Jana Partners | $145.6M | 0 → 1,812,493 | $145.6M | 9.2% |
| 47 | MS Morgan Stanley New position | Renaissance Technologies | $142.7M | 0 → 758,983 | $142.7M | 0.2% |
| 48 | SYK Stryker Corporation New position | Diamond Hill Capital | $141.6M | 0 → 514,207 | $141.6M | 1.5% |
| 49 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | Dodge & Cox | $138.9M | 1,440,767 → 1,745,197 | $796.1M | 0.4% |
| 50 | EXPE Expedia Group, Inc. | Renaissance Technologies | $138.6M | 3,900 → 530,143 | $139.6M | 0.2% |
100 rows in all.
Each row is one fund and one stock: the shares added or sold, times the price per share in the later report. It is an estimate, because a 13F doesn't show the prices a fund actually traded at. A new position wasn't in the fund's earlier report, sometimes because the stock listed in between. Among all managers we keep the 100 largest changes on each side; for the notable funds we keep their own 100 largest on each side, so the notable view isn't limited to the few that rank among everyone's. A change larger than a quarter of the manager's whole portfolio, and moves caused by a stock changing its identifier, are left out as data problems. Share counts are adjusted for stock splits and only common shares are counted. Many of these moves come from index funds adjusting to inflows and index changes rather than from stock picking.
This is information, not investment advice.
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