Top buys last quarter
The stocks the most notable funds added to or opened last quarter.
Top buys last quarter
Click a heading to sort the whole list by that column.
Q3 2026 reports (holdings as of Sep 30, 2026), compared with Q2 2026 for 26 of the 75 notable funds.
| # | Stock | Funds adding | New positions | Average increase | Bought (est.) | Notable funds holding |
|---|---|---|---|---|---|---|
| 1 | DIS Walt Disney Company | 8 | 1 | +4% | $129.6M | 11 |
| 2 | MSFT Microsoft Corporation | 6 | 0 | +4% | $298.4M | 12 |
| 3 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 6 | 0 | +28% | $292.4M | 11 |
| 4 | XOM ExxonMobil Holdings Corporation | 5 | 5 | New | $948.1M | 6 |
| 5 | META Meta Platforms, Inc. | 5 | 0 | +8% | $524.4M | 11 |
| 6 | ZTS Zoetis Inc. | 5 | 2 | +35% | $349.8M | 8 |
| 7 | HONA Honeywell Aerospace Inc. | 5 | 4 | +20% | $189.7M | 7 |
| 8 | ADBE Adobe Inc. | 5 | 1 | +170% | $135.5M | 9 |
| 9 | AMZN Amazon.com, Inc. | 4 | 0 | +32% | $1.7B | 11 |
| 10 | NVDA NVIDIA Corporation | 4 | 1 | +3127% | $1.1B | 8 |
| 11 | UNH UnitedHealth Group Incorporated | 4 | 0 | +103% | $687.0M | 8 |
| 12 | ASML ASML Holding N.V. | 4 | 0 | +178% | $84.6M | 4 |
| 13 | AON Aon plc | 4 | 1 | +3% | $72.5M | 8 |
| 14 | TSN Tyson Foods, Inc. | 4 | 2 | +4% | $56.8M | 6 |
| 15 | ADIG ADI Global Distribution Inc. | 4 | 4 | New | $55.0M | 4 |
| 16 | ELV Elevance Health, Inc. | 4 | 0 | +17% | $51.7M | 8 |
| 17 | LHX L3Harris Technologies, Inc. | 4 | 1 | +37% | $46.7M | 5 |
| 18 | SANM Sanmina Corporation | 4 | 1 | +148% | $46.5M | 4 |
| 19 | DVN Devon Energy Corporation | 4 | 1 | +3% | $33.5M | 6 |
| 20 | LPLA LPL Financial Holdings Inc. | 4 | 1 | +1% | $27.3M | 5 |
| 21 | STZ Constellation Brands, Inc. | 4 | 0 | +24% | $22.2M | 4 |
| 22 | FBIN Fortune Brands Innovations, Inc. | 4 | 3 | +27% | $11.7M | 5 |
| 23 | CPRT Copart, Inc. | 4 | 1 | +47% | $7.4M | 5 |
| 24 | MU Micron Technology, Inc. | 3 | 0 | +547% | $1.4B | 3 |
| 25 | AMD Advanced Micro Devices, Inc. | 3 | 0 | +144% | $735.9M | 4 |
| 26 | SPCX Space Exploration Technologies Corp. | 3 | 2 | +147% | $626.2M | 3 |
| 27 | NVR NVR, Inc. | 3 | 1 | +21% | $423.2M | 4 |
| 28 | STX Seagate Technology Holdings PLC | 3 | 1 | +19% | $347.2M | 3 |
| 29 | JPM JPMorgan Chase & Co. | 3 | 1 | +48% | $246.1M | 9 |
| 30 | SCHW Charles Schwab Corporation | 3 | 0 | +105% | $232.8M | 7 |
| 31 | CVS CVS Health Corporation | 3 | 0 | +18% | $206.3M | 6 |
| 32 | LKQ LKQ Corporation | 3 | 1 | +49% | $178.4M | 5 |
| 33 | GOOGL Alphabet Inc. Class A | 3 | 0 | +15% | $168.9M | 13 |
| 34 | HD Home Depot, Inc. | 3 | 2 | +1% | $165.5M | 6 |
| 35 | SITE SiteOne Landscape Supply, Inc. | 3 | 2 | +160% | $123.9M | 3 |
| 36 | MELI MercadoLibre, Inc. | 3 | 0 | +47% | $122.4M | 6 |
| 37 | CNC Centene Corporation | 3 | 0 | +81% | $120.6M | 3 |
| 38 | TDG Transdigm Group Incorporated | 3 | 2 | +317% | $107.0M | 3 |
| 39 | MKTX MarketAxess Holdings, Inc. | 3 | 2 | +41% | $96.9M | 4 |
| 40 | AEE Ameren Corporation | 3 | 2 | +66% | $86.3M | 3 |
| 41 | COST Costco Wholesale Corporation | 3 | 1 | +0% | $81.1M | 4 |
| 42 | SYY Sysco Corporation | 3 | 2 | +1% | $75.5M | 5 |
| 43 | CRM Salesforce, Inc. | 3 | 2 | +89% | $62.4M | 8 |
| 44 | PFE Pfizer, Inc. | 3 | 1 | +1% | $59.4M | 4 |
| 45 | LNTH Lantheus Holdings, Inc. | 3 | 3 | New | $50.0M | 4 |
| 46 | CG The Carlyle Group Inc. | 3 | 0 | +21% | $46.1M | 4 |
| 47 | COF Capital One Financial Corporation | 3 | 0 | +3% | $45.3M | 10 |
| 48 | RLI RLI Corp. | 3 | 1 | +15% | $41.6M | 3 |
| 49 | FICO Fair Isaac Corporation | 3 | 0 | +18% | $39.7M | 3 |
| 50 | Atkore Inc No current ticker | 3 | 2 | +201% | $37.7M | 4 |
2,243 rows in all.
A fund counts as adding when its share count is higher than a quarter earlier, after adjusting for splits, and as opening a position when it didn't hold the stock then. Estimated dollars are shares added times the later price per share. Only funds whose reports for both quarters look complete are compared.
Notable funds are a hand-picked list of well-known fund managers, listed here. All figures come from the 13F reports the funds file each quarter, which list common stock holdings as of the quarter's end, up to 45 days later. A 13F doesn't show short positions, most bonds or holdings outside the United States, and a fund's holding can have changed since. Share counts are adjusted for stock splits. This is information, not investment advice.
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