Consensus — where smart money is flowing

Stocks held by multiple superinvestors. More overlapping funds = stronger conviction signal.

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$GOOGL

ALPHABET INC

$34.7B across smart money

11 funds+1 new

Warren BuffettAdded9.4%Chase ColemanTrimmed8.7%Philippe LaffontAdded3.6%Li LuHeld24.5%Chris HohnHeld1.7%Daniel LoebAdded8%George SorosHeld3.5%Terry SmithTrimmed4.4%Stanley DruckenmillerNew buy2.5%Stephen MandelAdded0.5%Bill AckmanTrimmed0.1%

$AMZN

AMAZON COM INC

$12.1B across smart money

10 funds

Philippe LaffontAdded5.8%Bill AckmanAdded17.4%Chase ColemanHeld9.6%David TepperAdded15.4%Seth KlarmanAdded16.7%Andreas HalvorsenAdded2.5%Mason MorfitHeld12.5%Daniel LoebTrimmed9.1%George SorosTrimmed4.7%Stanley DruckenmillerAdded4.9%

$TSM

TAIWAN SEMICONDUCTOR MANUFAC

$11.3B across smart money

10 funds

Philippe LaffontHeld8.8%Chase ColemanTrimmed9.7%Andreas HalvorsenTrimmed4.4%Leopold AschenbrennerHeld6.5%David TepperAdded10.2%George SorosTrimmed5.5%Stanley DruckenmillerAdded5.8%Daniel LoebAdded4.8%Terry SmithAdded4.3%Stephen MandelTrimmed0.3%

$META

META PLATFORMS INC

$6.7B across smart money

10 funds+2 new

Chase ColemanTrimmed6.6%Bill AckmanHeld11.1%Philippe LaffontTrimmed2.9%Andreas HalvorsenAdded3%Mason MorfitHeld9.2%David TepperAdded4.9%Terry SmithTrimmed4.2%Stanley DruckenmillerNew buy0.6%George SorosTrimmed0.2%Bill MillerNew buy1.1%

VISA INC

$14.6B across smart money

8 funds+1 new

Chris HohnHeld19.8%Andreas HalvorsenHeld6.3%Mason MorfitHeld14.2%Chuck AkreTrimmed7.7%Chase ColemanNew buy1.1%Seth KlarmanHeld4.5%Terry SmithTrimmed5.2%Stephen MandelAdded0.4%

$GOOG

ALPHABET INC

$15.5B across smart money

7 funds

Warren BuffettAdded3.2%Chris HohnAdded6.7%Li LuHeld23.4%David TepperAdded8.5%Seth KlarmanAdded9.1%Philippe LaffontTrimmed0.7%Bill AckmanTrimmed0.7%

$MSFT

MICROSOFT CORP

$4.8B across smart money

6 funds+1 new

Bill AckmanNew buy15.3%Philippe LaffontAdded2.3%Chase ColemanTrimmed3.5%Andreas HalvorsenTrimmed1.6%Terry SmithTrimmed4.2%George SorosTrimmed1.2%

$BRK-B

BERKSHIRE HATHAWAY INC DEL

$8.0B across smart money

5 funds+1 new

Bill GatesTrimmed21.4%Li LuAdded15%George SorosHeld1.1%David TepperNew buy0.2%Chuck AkreTrimmed0.1%

$NVDA

NVIDIA CORPORATION

$4.2B across smart money

5 funds+1 new

Chase ColemanTrimmed9.4%Philippe LaffontHeld2.5%David TepperHeld3.9%George SorosAdded4.9%Michael BurryNew buy13.6%

$SPCX

SPACE EXPLORATION TECHN CORP

$3.5B across smart money

5 funds+5 new

Philippe LaffontNew buy6.5%Andreas HalvorsenNew buy0.6%Chase ColemanNew buy0.3%David TepperNew buy0.5%Daniel LoebNew buy0.7%

$UBER

UBER TECHNOLOGIES INC

$2.9B across smart money

5 funds+1 new

Bill AckmanHeld15.7%David TepperAdded7.2%Terry SmithNew buy4.7%Chase ColemanHeld0%George SorosTrimmed0.1%

$RDDT

Reddit Inc

$1.2B across smart money

5 funds+1 new

Philippe LaffontHeld1%Chase ColemanHeld1.8%Andreas HalvorsenTrimmed0.8%Stanley DruckenmillerNew buy0.2%George SorosTrimmed0%

$CPNG

Coupang Inc

$842M across smart money

5 funds

Chase ColemanAdded2.6%Bill GatesHeld0.5%Stanley DruckenmillerHeld0.9%Bill MillerHeld0.3%George SorosTrimmed0%

$AMD

ADVANCED MICRO DEVICES INC

$634M across smart money

5 funds+3 new

Chase ColemanNew buy1.6%David TepperTrimmed1.5%Philippe LaffontNew buy0.1%Stanley DruckenmillerNew buy0.9%George SorosAdded0.5%

$AAPL

APPLE INC

$66.4B across smart money

4 funds+1 new

Warren BuffettHeld22%David TepperNew buy3.1%George SorosAdded2.5%Li LuHeld0.9%

$MU

MICRON TECHNOLOGY INC

$10.4B across smart money

4 funds

Leopold AschenbrennerAdded28.2%Philippe LaffontAdded7.5%David TepperTrimmed14.6%George SorosAdded0.4%

$LRCX

LAM RESEARCH CORP

$5.6B across smart money

4 funds+1 new

Philippe LaffontTrimmed8.4%Chase ColemanTrimmed5.7%David TepperHeld2.1%Stanley DruckenmillerNew buy0.4%

$AVGO

BROADCOM INC

$3.0B across smart money

4 funds+1 new

Philippe LaffontAdded4.5%Chase ColemanTrimmed2.8%George SorosAdded1%David TepperNew buy0.7%

$CBRS

CEREBRAS SYSTEMS INC

$2.2B across smart money

4 funds+4 new

Philippe LaffontNew buy3.2%Chase ColemanNew buy2.8%George SorosNew buy0.6%Leopold AschenbrennerNew buy0%

$HUT

HUT 8 CORP

$2.0B across smart money

4 funds+2 new

Philippe LaffontNew buy2.3%Stephen MandelHeld4.1%Daniel LoebAdded3.3%Stanley DruckenmillerNew buy0.7%

$SE

Sea Ltd

$1.9B across smart money

4 funds+1 new

Chase ColemanTrimmed5%Andreas HalvorsenAdded1.6%Stanley DruckenmillerHeld2.2%Stephen MandelNew buy0.3%

$ASML

ASML HLDG NV

$1.9B across smart money

4 funds

Stephen MandelTrimmed7%Philippe LaffontTrimmed1.2%David TepperHeld1.3%Daniel LoebAdded1.3%

$CVNA

Carvana Co

$1.7B across smart money

4 funds+1 new

Andreas HalvorsenAdded2.3%Stephen MandelAdded4.3%Philippe LaffontAdded0.4%Stanley DruckenmillerNew buy0.2%

$MTZ

MASTEC INC

$899M across smart money

4 funds

Stephen MandelTrimmed3.4%Philippe LaffontTrimmed0.4%Daniel LoebTrimmed2.6%George SorosAdded0.1%

$COF

CAPITAL ONE FINL CORP

$875M across smart money

4 funds

Warren BuffettTrimmed0.2%Daniel LoebAdded3.6%Andreas HalvorsenTrimmed0.2%George SorosTrimmed0.5%

$CORZ

CORE SCIENTIFIC INC NEW

$689M across smart money

4 funds+2 new

Leopold AschenbrennerHeld3.4%Chase ColemanNew buy0.1%Daniel LoebNew buy0%George SorosTrimmed0%

$TSLA

Tesla Inc

$345M across smart money

4 funds+1 new

Andreas HalvorsenTrimmed0.7%Stanley DruckenmillerNew buy1.1%George SorosAdded0.6%Philippe LaffontHeld0.1%

$DHR

DANAHER CORP DEL

$270M across smart money

4 funds+2 new

Daniel LoebHeld2.3%Chase ColemanNew buy0.4%Bill GatesHeld0.2%Stanley DruckenmillerNew buy0.2%

$MCO

MOODYS CORP

$18.2B across smart money

3 funds

Warren BuffettHeld3.7%Chris HohnHeld12.3%Chuck AkreTrimmed10.5%

$CB

CHUBB LIMITED

$11.8B across smart money

3 funds

Warren BuffettHeld3.9%Andreas HalvorsenTrimmed0.4%George SorosHeld0.1%

$AMAT

APPLIED MATLS INC

$5.1B across smart money

3 funds+1 new

Philippe LaffontTrimmed6.3%Chase ColemanHeld4.9%Stephen MandelNew buy5.4%

$GEV

GE VERNOVA INC

$4.1B across smart money

3 funds+1 new

Philippe LaffontHeld6.2%Chase ColemanTrimmed3.9%Terry SmithNew buy3.3%

$BN

BROOKFIELD CORP

$3.0B across smart money

3 funds

Bill AckmanHeld17.6%Chuck AkreTrimmed10.4%Stephen MandelTrimmed0.2%

$NBIS

NEBIUS GROUP N.V.

$2.5B across smart money

3 funds+3 new

Leopold AschenbrennerNew buy6.2%Stephen MandelNew buy7.2%George SorosNew buy1.4%

$INTC

INTEL CORP

$2.3B across smart money

3 funds+2 new

Philippe LaffontNew buy3.5%Chase ColemanAdded2.5%George SorosNew buy0.2%

$NTRA

Natera Inc

$1.7B across smart money

3 funds+1 new

Stanley DruckenmillerHeld17.7%Philippe LaffontHeld1.4%Andreas HalvorsenNew buy0.3%

$HD

HOME DEPOT INC

$1.6B across smart money

3 funds+2 new

Stephen MandelNew buy5.6%Bill GatesNew buy1%Andreas HalvorsenAdded0.9%

$EQIX

EQUINIX INC

$1.5B across smart money

3 funds+1 new

Philippe LaffontAdded2.7%Paul SingerHeld0.7%Stanley DruckenmillerNew buy0.4%

$SPOT

SPOTIFY TECHNOLOGY S A

$1.4B across smart money

3 funds

Philippe LaffontHeld1.2%Chase ColemanTrimmed2.2%Mason MorfitAdded4.3%

$STX

Seagate Technology Hldngs Pl

$1.4B across smart money

3 funds+2 new

Stephen MandelNew buy5.9%Chase ColemanNew buy1.1%Stanley DruckenmillerAdded2.4%

$APP

APPLOVIN CORP

$1.3B across smart money

3 funds+1 new

Philippe LaffontTrimmed1.2%Stephen MandelTrimmed3.3%Terry SmithNew buy2.7%

$MA

MASTERCARD INCORPORATED

$1.2B across smart money

3 funds+1 new

Chuck AkreTrimmed20.6%Terry SmithNew buy4.5%George SorosHeld0.3%

$NU

NU HLDGS LTD

$1.2B across smart money

3 funds

Stephen MandelAdded3.9%Philippe LaffontHeld0.8%Chase ColemanHeld0.6%

$MDLN

MEDLINE INC

$1.1B across smart money

3 funds

Stephen MandelAdded5.1%Andreas HalvorsenTrimmed0.5%George SorosAdded1.1%

$UNP

UNION PAC CORP

$975M across smart money

3 funds+1 new

Andreas HalvorsenNew buy1.6%Seth KlarmanTrimmed6.1%Daniel LoebAdded2.1%

$LIN

Linde Plc

$969M across smart money

3 funds+1 new

Stephen MandelNew buy5%George SorosHeld2.3%Stanley DruckenmillerHeld0.4%

$CRWV

COREWEAVE INC

$946M across smart money

3 funds+1 new

Leopold AschenbrennerTrimmed3.8%David TepperNew buy1.4%George SorosTrimmed1.6%

$MCD

MCDONALDS CORP

$889M across smart money

3 funds

Andreas HalvorsenTrimmed2.2%Bill GatesHeld0.3%George SorosHeld0.6%

$STM

STMICROELECTRONICS

$818M across smart money

3 funds+2 new

Leopold AschenbrennerNew buy3%Stanley DruckenmillerAdded4.8%George SorosNew buy0%

$KKR

KKR & CO L P DEL

$792M across smart money

3 funds

Chuck AkreTrimmed9.2%Mason MorfitAdded5.8%George SorosTrimmed0.1%

$RIOT

RIOT PLATFORMS INC

$768M across smart money

3 funds+1 new

Leopold AschenbrennerAdded2.4%Jeff SmithTrimmed6.7%Stanley DruckenmillerNew buy0.4%

$CRS

CARPENTER TECHNOLOGY CORP

$729M across smart money

3 funds

Stephen MandelTrimmed3.7%Daniel LoebTrimmed2.9%George SorosTrimmed0%

$PINS

PINTEREST INC

$615M across smart money

3 funds

Paul SingerHeld2.6%Philippe LaffontTrimmed0.1%Bill MillerHeld0.4%

$KVUE

KENVUE INC

$586M across smart money

3 funds+1 new

Jeff SmithHeld12.6%George SorosTrimmed0.9%David EinhornNew buy0.6%

$QCOM

QUALCOMM INC

$582M across smart money

3 funds+1 new

Andreas HalvorsenNew buy0.8%Philippe LaffontHeld0.5%David TepperTrimmed0.6%

$APLD

APPLIED DIGITAL CORP

$503M across smart money

3 funds+2 new

Leopold AschenbrennerAdded2.4%Chase ColemanNew buy0.1%Daniel LoebNew buy0%

$NFLX

NETFLIX INC.

$496M across smart money

3 funds+1 new

Philippe LaffontTrimmed0.7%Terry SmithNew buy3.5%George SorosHeld0.1%

$IBKR

INTERACTIVE BROKERS GROUP IN

$484M across smart money

3 funds+1 new

Andreas HalvorsenAdded1.2%Stephen MandelNew buy0.3%George SorosTrimmed0.2%

$CRH

CRH PLC

$307M across smart money

3 funds

Daniel LoebAdded5.1%Stanley DruckenmillerAdded1.2%George SorosAdded0.2%

$BTDR

BITDEER TECHNOLOGIES GROUP

$231M across smart money

3 funds+2 new

Stephen MandelNew buy0.7%Stanley DruckenmillerNew buy1.3%Leopold AschenbrennerHeld0.3%

$NOW

SERVICENOW INC

$215M across smart money

3 funds

Chuck AkreAdded2.5%Chase ColemanTrimmed0.4%George SorosTrimmed0.1%

$CME

CME GROUP INC

$177M across smart money

3 funds+2 new

Seth KlarmanNew buy2.6%Andreas HalvorsenNew buy0.1%George SorosHeld0.1%

$SPY

STATE STR SPDR S&P 500 ETF T

$171M across smart money

3 funds+1 new

George SorosTrimmed1.2%Stanley DruckenmillerHeld1.4%Daniel LoebNew buy0.6%

$DASH

DOORDASH INC

$148M across smart money

3 funds

Philippe LaffontHeld0.2%George SorosAdded0.8%Chase ColemanHeld0%

$HTZ

HERTZ GLOBAL HLDGS INC

$72M across smart money

3 funds+1 new

Bill AckmanHeld0.5%George SorosNew buy0%Philippe LaffontHeld0%

$QNT

QUANTINUUM INC

$59M across smart money

3 funds+3 new

Andreas HalvorsenNew buy0.1%George SorosNew buy0.4%Paul SingerNew buy0.1%

$KO

COCA COLA CO

$32.5B across smart money

2 funds

Warren BuffettHeld10.9%George SorosHeld0.2%

$GE

GE AEROSPACE

$19.2B across smart money

2 funds

Chris HohnHeld33.6%Nelson PeltzHeld37.9%

$KHC

KRAFT HEINZ CO

$7.7B across smart money

2 funds

Warren BuffettHeld2.6%Bill GatesHeld0.2%

$CNI

CANADIAN NATL RY CO

$7.3B across smart money

2 funds

Bill GatesHeld18%Chris HohnHeld2.1%

$WM

WASTE MGMT INC DEL

$6.0B across smart money

2 funds

Bill GatesHeld17.3%Terry SmithAdded0.6%

$SPGI

S&P GLOBAL INC

$5.8B across smart money

2 funds

Chris HohnHeld10.9%George SorosAdded0.7%

$SNDK

SANDISK CORP

$5.8B across smart money

2 funds

Leopold AschenbrennerAdded28.7%Stanley DruckenmillerTrimmed1.6%

$DAL

DELTA AIR LINES INC

$5.4B across smart money

2 funds+1 new

Warren BuffettAdded1.8%Stanley DruckenmillerNew buy1.2%

$QSR

RESTAURANT BRANDS INTL INC

$2.2B across smart money

2 funds

Bill AckmanHeld12.2%Seth KlarmanTrimmed9.2%

$SHW

SHERWIN WILLIAMS CO

$1.4B across smart money

2 funds

Andreas HalvorsenAdded3.8%Chase ColemanHeld0.4%

$FDX

FEDEX CORP

$1.4B across smart money

2 funds

Bill GatesHeld2.2%Andreas HalvorsenAdded1.9%

$LLYVK

LIBERTY LIVE HOLDINGS INC

$1.3B across smart money

2 funds

Warren BuffettHeld0.4%Mason MorfitTrimmed4.1%

$ALLY

ALLY FINL INC

$1.3B across smart money

2 funds

Warren BuffettTrimmed0.4%George SorosTrimmed0.3%

$FPS

FORGENT POWER SOLUTIONS INC

$1.2B across smart money

2 funds+1 new

Philippe LaffontNew buy2.4%George SorosAdded0.6%

$CEG

CONSTELLATION ENERGY CORP

$1.2B across smart money

2 funds+1 new

Philippe LaffontHeld2.4%George SorosNew buy0%

$JPM

JPMORGAN CHASE & CO

$988M across smart money

2 funds

Andreas HalvorsenAdded2.7%George SorosHeld0.6%

$TMO

Thermo Fisher Scientific Inc

$981M across smart money

2 funds+1 new

Andreas HalvorsenAdded2.8%Stanley DruckenmillerNew buy0.2%

$WMT

WALMART INC

$957M across smart money

2 funds

Bill GatesHeld2.8%George SorosHeld0.1%

$WAT

WATERS CORP

$938M across smart money

2 funds

Andreas HalvorsenAdded1.8%Terry SmithTrimmed7%

$BA

BOEING CO

$882M across smart money

2 funds+1 new

Andreas HalvorsenHeld2%David TepperNew buy2.2%

$PFGC

PERFORMANCE FOOD GROUP CO

$730M across smart money

2 funds+1 new

Stephen MandelAdded4%Daniel LoebNew buy1.7%

$DIS

DISNEY WALT CO

$690M across smart money

2 funds

Andreas HalvorsenTrimmed2%George SorosHeld0%

$TTWO

TAKE-TWO INTERACTIVE SOFTWAR

$687M across smart money

2 funds+1 new

Chase ColemanTrimmed1.9%Andreas HalvorsenNew buy0.7%

$USFD

US FOODS HLDG CORP

$680M across smart money

2 funds+1 new

Stephen MandelAdded3.1%Andreas HalvorsenNew buy0.5%

$RKT

ROCKET COS INC

$667M across smart money

2 funds+1 new

Mason MorfitAdded11.7%Stanley DruckenmillerNew buy0.2%

$AON

AON PLC

$610M across smart money

2 funds

Andreas HalvorsenAdded1.1%Seth KlarmanTrimmed4.3%

$TTMI

TTM TECHNOLOGIES INC

$607M across smart money

2 funds+2 new

Stephen MandelNew buy3.2%Daniel LoebNew buy2.1%

$CRM

SALESFORCE INC

$597M across smart money

2 funds

Mason MorfitHeld8.4%Chuck AkreHeld2.6%

$LLYVA

LIBERTY LIVE HOLDINGS INC

$584M across smart money

2 funds

Warren BuffettHeld0.2%Mason MorfitTrimmed1.4%

$WBD

WARNER BROS DISCOVERY INC

$573M across smart money

2 funds+1 new

Daniel LoebNew buy11.7%George SorosAdded0.7%

$XYZ

BLOCK INC

$542M across smart money

2 funds+1 new

Chase ColemanAdded1.5%Daniel LoebNew buy4.3%

$FDXF

FEDEX FGHT HLDG CO INC

$537M across smart money

2 funds+2 new

Andreas HalvorsenNew buy1%Bill GatesNew buy0.5%

$DLR

DIGITAL RLTY TR INC

$512M across smart money

2 funds+1 new

Andreas HalvorsenNew buy1.2%George SorosAdded1.6%

$ONON

ON HLDG AG

$488M across smart money

2 funds+1 new

Stephen MandelNew buy2.9%Bill GatesHeld0.1%

$NCLH

NORWEGIAN CRUISE LINE HLDGS

$473M across smart money

2 funds

Paul SingerAdded1.4%Seth KlarmanAdded3.1%

$IREN

IREN LIMITED

$437M across smart money

2 funds+1 new

Leopold AschenbrennerTrimmed2.2%Stanley DruckenmillerNew buy0.1%

$ETSY

ETSY INC

$399M across smart money

2 funds

Paul SingerHeld1.7%George SorosAdded0.4%

$VST

VISTRA CORP

$352M across smart money

2 funds

David TepperAdded4.5%George SorosTrimmed0%

$MS

MORGAN STANLEY

$343M across smart money

2 funds+2 new

Andreas HalvorsenNew buy1%George SorosNew buy0.1%

$APO

APOLLO GLOBAL MGMT INC

$326M across smart money

2 funds

Chase ColemanTrimmed1.3%George SorosTrimmed0.1%

$FCNCA

FIRST CTZNS BANCSHARES INC N

$325M across smart money

2 funds

Philippe LaffontHeld0.6%David EinhornAdded1.7%

$AGX

ARGAN INC

$323M across smart money

2 funds+1 new

Stephen MandelTrimmed1.8%Philippe LaffontNew buy0.1%

$SNOW

SNOWFLAKE INC

$279M across smart money

2 funds+1 new

Andreas HalvorsenNew buy0.7%George SorosAdded0.6%

$RSP

INVESCO EXCHANGE TRADED FD T

$275M across smart money

2 funds+1 new

Stanley DruckenmillerAdded3.9%Paul SingerNew buy0.4%

$LYV

LIVE NATION ENTERTAINMENT IN

$263M across smart money

2 funds

Daniel LoebAdded4.6%Mason MorfitTrimmed1%

$MELI

MERCADOLIBRE INC

$263M across smart money

2 funds

Chase ColemanAdded1.1%Bill MillerTrimmed0.9%

$BILL

BILL HOLDINGS INC

$255M across smart money

2 funds

Jeff SmithHeld6.1%George SorosTrimmed0%

$NAMS

Newamsterdam Pharma Company

$247M across smart money

2 funds

Andreas HalvorsenHeld0.4%Stanley DruckenmillerHeld2.1%

$SNPS

SYNOPSYS INC

$243M across smart money

2 funds+1 new

Philippe LaffontTrimmed0.3%Paul SingerNew buy0.4%

$ATI

ATI INC

$242M across smart money

2 funds

Andreas HalvorsenTrimmed0.7%George SorosAdded0.2%

$BHF

BRIGHTHOUSE FINL INC

$232M across smart money

2 funds

David EinhornHeld7.9%George SorosAdded1.2%

$TXN

TEXAS INSTRS INC

$228M across smart money

2 funds+1 new

Terry SmithTrimmed5%George SorosNew buy0%

$CAI

Caris Life Sciences Inc

$209M across smart money

2 funds

Philippe LaffontHeld0.4%Stanley DruckenmillerHeld0.7%

$SGI

SOMNIGROUP INTERNATIONAL INC

$203M across smart money

2 funds

Daniel LoebAdded4.4%George SorosTrimmed0%

$AS

AMER SPORTS INC

$202M across smart money

2 funds

Andreas HalvorsenTrimmed0.6%George SorosTrimmed0%

$ORLY

OREILLY AUTOMOTIVE INC

$200M across smart money

2 funds+1 new

Chuck AkreTrimmed4%Terry SmithNew buy0%

$SDRL

SEADRILL LTD

$194M across smart money

2 funds

Paul SingerTrimmed0.7%David EinhornAdded1.3%

$PM

PHILIP MORRIS INTL INC

$191M across smart money

2 funds

Terry SmithTrimmed3.8%George SorosHeld0.3%

$RIG

TRANSOCEAN LTD

$176M across smart money

2 funds

Mohnish PabraiHeld30.5%Paul SingerHeld0.3%

$IWM

ISHARES TR

$174M across smart money

2 funds

Stanley DruckenmillerAdded2%Paul SingerTrimmed0.3%

$ABNB

AIRBNB INC

$171M across smart money

2 funds

Chuck AkreTrimmed3.4%Bill MillerTrimmed0.4%

$MOH

MOLINA HEALTHCARE INC

$169M across smart money

2 funds+1 new

Seth KlarmanHeld2.7%Michael BurryNew buy1.7%

$AEP

American Electric Power Company

$165M across smart money

2 funds+1 new

George SorosNew buy1.7%Carl IcahnTrimmed0.7%

$BIDU

BAIDU INC

$158M across smart money

2 funds+1 new

David TepperAdded1.9%Stanley DruckenmillerNew buy0.2%

$KEEL

KEEL INFRASTRUCTURE CORP

$153M across smart money

2 funds+2 new

Leopold AschenbrennerNew buy0.8%George SorosNew buy0%

$TDG

TRANSDIGM GROUP INC

$143M across smart money

2 funds

Daniel LoebAdded2.3%Stephen MandelTrimmed0.2%

$FLR

FLUOR CORP

$135M across smart money

2 funds+1 new

Jeff SmithTrimmed2%Stanley DruckenmillerNew buy1.1%

$UNH

UNITEDHEALTH GROUP INC

$125M across smart money

2 funds

Chase ColemanTrimmed0.5%George SorosTrimmed0%

$CROX

CROCS INC

$111M across smart money

2 funds

Li LuHeld2.9%Bill MillerTrimmed1.1%

$CRBG

COREBRIDGE FINL INC

$98M across smart money

2 funds+1 new

Andreas HalvorsenNew buy0.2%George SorosTrimmed0.3%

$CZR

Caesars Entertainment, Inc.

$89M across smart money

2 funds+1 new

Carl IcahnHeld0.9%George SorosNew buy0.2%

$BLMN

BLOOMIN BRANDS INC

$62M across smart money

2 funds

Jeff SmithTrimmed0.9%Bill MillerAdded7.2%

$XE

X-ENERGY INC

$54M across smart money

2 funds+2 new

George SorosNew buy0.7%Andreas HalvorsenNew buy0%

$DHI

D R HORTON INC

$49M across smart money

2 funds+2 new

Stanley DruckenmillerNew buy1%Warren BuffettNew buy0%

$WIX

WIX COM LTD

$49M across smart money

2 funds

Mason MorfitHeld0.8%George SorosTrimmed0%

$VTRS

VIATRIS INC

$48M across smart money

2 funds+1 new

David EinhornNew buy1.8%Bill MillerHeld3.5%

$ARES

ARES MANAGEMENT CORPORATION

$48M across smart money

2 funds+1 new

Daniel LoebNew buy0.9%George SorosTrimmed0.1%

$ROKU

Roku Inc

$47M across smart money

2 funds+1 new

Stanley DruckenmillerTrimmed0.5%George SorosNew buy0.4%

$FRVO

FERVO ENERGY CO

$41M across smart money

2 funds+2 new

Andreas HalvorsenNew buy0.1%George SorosNew buy0.3%

$LLY

Eli Lilly & Co

$41M across smart money

2 funds+1 new

George SorosHeld0.4%Stanley DruckenmillerNew buy0.3%

$WWD

Woodward Inc

$39M across smart money

2 funds

Stanley DruckenmillerTrimmed0.6%George SorosTrimmed0.2%

$ABR

ARBOR REALTY TRUST INC

$26M across smart money

2 funds

Philippe LaffontHeld0%Bill MillerHeld1%

$NUVB

NUVATION BIO INC

$26M across smart money

2 funds

Stanley DruckenmillerHeld0.5%David EinhornHeld0%

$VSH

VISHAY INTERTECHNOLOGY INC

$26M across smart money

2 funds+2 new

Leopold AschenbrennerNew buy0.1%George SorosNew buy0.1%

$TEVA

TEVA PHARMACEUTICAL INDS LTD

$24M across smart money

2 funds+1 new

Stanley DruckenmillerTrimmed0.4%David EinhornNew buy0.1%

$AUR

AURORA INNOVATION INC

$11M across smart money

2 funds+1 new

Daniel LoebHeld0.2%Stanley DruckenmillerNew buy0.1%

$CG

CARLYLE GROUP INC

$11M across smart money

2 funds

George SorosTrimmed0.2%Bill MillerHeld0.5%

$VZ

VERIZON COMMUNICATIONS INC

$9M across smart money

2 funds

Bill MillerHeld2.2%George SorosHeld0%

$EROC

EROCK INC

$7M across smart money

2 funds+2 new

George SorosNew buy0.1%Daniel LoebNew buy0%

$FIGR

FIGURE TECHNOLOGY SOLUTIO

$6M across smart money

2 funds

George SorosTrimmed0.1%Bill MillerHeld0.8%

$PONY

PONY AI INC

$4M across smart money

2 funds

Chase ColemanTrimmed0%George SorosTrimmed0%

$LCID

LUCID GROUP INC

$3M across smart money

2 funds

Philippe LaffontHeld0%George SorosAdded0%