Latticework

Conviction movers

Which stocks the super-investor cohort piled into and backed away from, measured by the change in how many of the cohort hold each name between Q4 2025 and Q1 2026. Owner count is the cleanest quarter-over-quarter conviction signal — it nets new entrants against full exits, straight from 13F filings.

Share𝕏in

Piling in — most owners gained

  1. +2GOOGLAlphabet Inc-cl A20 now · CCS 66
  2. +2NFLXNetflix Inc4 now · CCS 43
  3. +2SNDKSandisk Corp2 now · CCS 41
  4. +2KHCKraft Heinz Co/the6 now · CCS 40
  5. +2SPOTSpotify Technology S A5 now · CCS 38
  6. +2MELIMercadolibre Inc5 now · CCS 38
  7. +2NOWServicenow Inc3 now · CCS 37
  8. +2CPNGCoupang Inc7 now · CCS 37
  9. +2LINLinde Plc4 now · CCS 36
  10. +2INTCIntel Corp2 now · CCS 35
  11. +2BLDRBuilders Firstsource Inc4 now · CCS 32
  12. +2DNOWDnow Inc2 now · CCS 32
  13. +2LITELumentum Holdings Inc2 now · CCS 30
  14. +2HUTHut 8 Corp2 now · CCS 25
  15. +1BRK/BBerkshire Hathaway Inc-cl B10 now · CCS 68
  16. +1TDGTransdigm Group Inc6 now · CCS 68
  17. +1GOOGAlphabet Inc-cl C18 now · CCS 67
  18. +1SPGIS&p Global Inc8 now · CCS 67
  19. +1METAMeta Platforms Inc-class A15 now · CCS 66
  20. +1MAMastercard Inc - A13 now · CCS 66
  21. +1MCOMoody's Corp11 now · CCS 61
  22. +1NVDANvidia Corp7 now · CCS 54
  23. +1TSMTaiwan Semiconductor-sp Adr12 now · CCS 52
  24. +1ASMLAsml Hldg NV7 now · CCS 51
  25. +1UBERUber Technologies Inc7 now · CCS 48

Backing away — most owners lost

  1. -3MSFTMicrosoft Corp18 now · CCS 59
  2. -3BABAAlibaba Group Holding-sp Adr3 now · CCS 37
  3. -3FLUTFlutter Entmt Plc2 now · CCS 19
  4. -2AMZNAmazon.com Inc20 now · CCS 73
  5. -2CHTRCharter Communications Inc-a2 now · CCS 54
  6. -2COFCapital One Financial Corp5 now · CCS 44
  7. -2INTUIntuit Inc3 now · CCS 43
  8. -2LAMRLamar Advertising Co-a2 now · CCS 38
  9. -2DPZDomino's Pizza Inc0 now · CCS 35
  10. -2DEODiageo Plc-sponsored Adr0 now · CCS 34
  11. -2BNBrookfield Corp5 now · CCS 33
  12. -2LPLALpl Financial Holdings Inc2 now · CCS 33
  13. -2HEI/AHeico Corp-class A3 now · CCS 33
  14. -2OXYOccidental Petroleum Corp4 now · CCS 32
  15. -2VEEVVeeva Systems Inc-class A0 now · CCS 27
  16. -2CSGPCostar Group Inc4 now · CCS 27
  17. -2DASHDoordash Inc - A3 now · CCS 25
  18. -2CMGChipotle Mexican Grill Inc0 now
  19. -2AALAmerican Airlines Group Inc0 now
  20. -1VVisa Inc-class A Shares17 now · CCS 65
  21. -1DISWalt Disney Co/the7 now · CCS 55
  22. -1AXPAmerican Express CO4 now · CCS 52
  23. -1CCitigroup Inc3 now · CCS 47
  24. -1TMOThermo Fisher Scientific Inc3 now · CCS 46
  25. -1PMPhilip Morris International3 now · CCS 42

See also: highest Conviction Score, stocks hedge funds are buying.

From SEC EDGAR Form 13F-HR filings. Owner count reflects long US-listed disclosures only. Not investment advice.