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Stocks with the highest Cohort Conviction Score

The Cohort Conviction Score (CCS) is the single number we publish per stock to summarize what the super-investor cohort signals about it. Five factors roll up: breadth (% of cohort holding), depth (concentration intensity), direction (this quarter's net buying/selling), tenure (how long owners have held), and quality (whether the holders' clones actually beat SPY). The math is fully transparent — hover any score on the site for the component breakdown.

This is the list sorted from highest to lowest. A high CCS doesn't mean the stock will go up; it means the cohort, weighted by who actually picks well, is collectively pointing at it.

  1. 1AAPLAPPLE INC
    CCS high conviction
    83
    23 ownerstop Duan Yongping 36.7%
  2. 2CVNACARVANA CO
    CCS high conviction
    77
    8 ownerstop Clifford Sosin 81.7%
  3. 3IBKRINTERACTIVE BROKERS GRO-CL A
    CCS high conviction
    75
    6 ownerstop Bryan Lawrence 30.5%
  4. 4AMZNAMAZON.COM INC
    CCS high conviction
    73
    35 ownerstop AltaRock Partners 38.2%
  5. 5MOHMOLINA HEALTHCARE INC
    CCS high conviction
    71
    5 ownerstop Michael Burry 35.1%
  6. 6LULULULULEMON ATHLETICA INC
    CCS strong
    69
    5 ownerstop Michael Burry 26.1%
  7. 7BRK/BBERKSHIRE HATHAWAY INC-CL B
    CCS strong
    68
    23 ownerstop Bill & Melinda Gates Foundation Trust 25.8%
  8. 8TDGTRANSDIGM GROUP INC
    CCS strong
    68
    7 ownerstop AltaRock Partners 25.5%
  9. 9GOOGALPHABET INC-CL C
    CCS strong
    67
    34 ownerstop Li Lu 22.0%
  10. 10SPGIS&P GLOBAL INC
    CCS strong
    67
    12 ownerstop Valley Forge Capital Management 22.1%
  11. 11BRK/ABERKSHIRE HATHAWAY INC-CL A
    CCS strong
    67
    14 ownerstop Norbert Lou 38.5%
  12. 12METAMETA PLATFORMS INC-CLASS A
    CCS strong
    66
    29 ownerstop Robert Vinall 21.8%
  13. 13GOOGLALPHABET INC-CL A
    CCS strong
    66
    37 ownerstop Li Lu 22.9%
  14. 14MAMASTERCARD INC - A
    CCS strong
    66
    20 ownerstop Valley Forge Capital Management 22.0%
  15. 15VVISA INC-CLASS A SHARES
    CCS strong
    65
    29 ownerstop Chris Hohn 20.4%
  16. 16SLMSLM CORP
    CCS strong
    64
    3 ownerstop Michael Burry 19.5%
  17. 17NTRANATERA INC
    CCS strong
    63
    5 ownerstop Stanley Druckenmiller 20.9%
  18. 18FICOFAIR ISAAC CORP
    CCS strong
    62
    8 ownerstop Valley Forge Capital Management 24.3%
  19. 19MCOMOODY'S CORP
    CCS strong
    61
    16 ownerstop Valley Forge Capital Management 17.0%
  20. 20GWREGUIDEWIRE SOFTWARE INC
    CCS strong
    60
    2 ownerstop Bryan Lawrence 9.5%
  21. 21GILGILDAN ACTIVEWEAR INC
    CCS strong
    59
    2 ownerstop Bryan Lawrence 16.7%
  22. 22MSFTMICROSOFT CORP
    CCS strong
    59
    37 ownerstop AltaRock Partners 16.8%
  23. 23CACCCREDIT ACCEPTANCE CORP
    CCS strong
    59
    2 ownerstop Robert Vinall 13.8%
  24. 24GPIGROUP 1 AUTOMOTIVE INC
    CCS strong
    58
    2 ownerstop Greg Alexander 47.7%
  25. 25HGVHILTON GRAND VACATIONS INC
    CCS strong
    57
    2 ownerstop Clifford Sosin 11.7%
  26. 26STMSTMICROELECTRONICS NV-NY SHS
    CCS strong
    56
    2 ownerstop Stanley Druckenmiller 3.1%
  27. 27DISWALT DISNEY CO/THE
    CCS strong
    55
    22 ownerstop Lindsell Train 9.8%
  28. 28GEGENERAL ELECTRIC
    CCS strong
    54
    10 ownerstop Chris Hohn 29.9%
  29. 29NVDANVIDIA CORP
    CCS strong
    54
    18 ownerstop Duan Yongping 12.1%
  30. 30MUMICRON TECHNOLOGY INC
    CCS strong
    54
    4 ownerstop David Tepper 9.5%
  31. 31CHTRCHARTER COMMUNICATIONS INC-A
    CCS strong
    54
    8 ownerstop Tom Bancroft 26.8%
  32. 32JBLJABIL INC
    CCS strong
    53
    2 ownerstop Stanley Druckenmiller 0.7%
  33. 33ROKUROKU INC
    CCS strong
    52
    3 ownerstop Stanley Druckenmiller 2.4%
  34. 34TSMTAIWAN SEMICONDUCTOR-SP ADR
    CCS strong
    52
    26 ownerstop David Rolfe 9.0%
  35. 35AXPAMERICAN EXPRESS CO
    CCS strong
    52
    14 ownerstop Warren Buffett 17.4%
  36. 36AERAERCAP HOLDINGS NV
    CCS strong
    52
    3 ownerstop Pat Dorsey 12.3%
  37. 37MORNMORNINGSTAR INC
    CCS strong
    52
    2 ownerstop Robert Vinall 0.2%
  38. 38TSLATESLA INC
    CCS strong
    51
    7 ownerstop Duan Yongping 6.3%
  39. 39ASMLASML HLDG NV
    CCS strong
    51
    10 ownerstop Triple Frond Partners 16.3%
  40. 40PAYCPAYCOM SOFTWARE INC
    CCS strong
    51
    4 ownerstop Robert Vinall 0.7%

Methodology: aggregated from 13F-HR filings (long-only US equity disclosures) and recomputed after every quarterly deadline. 13Fs miss shorts, bonds, derivatives, and non-US-listed securities — they're the public part of the picture, not the whole.

Not investment advice.