LatticeworkTHE EVIDENCE DESK

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 Q1 2026 and Q2 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. +4AMDAdvanced Micro Devices8 now · CCS 34
  2. +4VEEVVeeva Systems Inc-class A7 now · CCS 31
  3. +4GEVGE Vernova Inc9 now · CCS 28
  4. +3RSPInvesco S&p 500 Equal Weight5 now · CCS 40
  5. +3SESea Ltd-adr9 now · CCS 36
  6. +3TTMITtm Technologies5 now · CCS 30
  7. +3IWDIshares Russell 1000 Value E5 now · CCS 28
  8. +3LRCXLam Research Corp9 now · CCS 27
  9. +3KSPIJsc Kaspi.kz Adr7 now · CCS 25
  10. +3APLDApplied Digital Corp4 now · CCS 23
  11. +2SPGIS&p Global Inc14 now · CCS 75
  12. +2DHRDanaher Corp13 now · CCS 47
  13. +2FFIVF5 Inc4 now · CCS 45
  14. +2ORCLOracle Corp15 now · CCS 43
  15. +2AMATApplied Materials Inc12 now · CCS 42
  16. +2ACNAccenture Plc Ireland12 now · CCS 42
  17. +2DHIDR Horton Inc6 now · CCS 42
  18. +2GTGoodyear Tire & Rubber CO2 now · CCS 41
  19. +2NFLXNetflix Inc10 now · CCS 39
  20. +2RIOTRiot Platforms Inc3 now · CCS 36
  21. +2KEYSKeysight Technologies IN6 now · CCS 34
  22. +2PANWPalo Alto Networks Inc4 now · CCS 33
  23. +2PFGCPerformance Food Group CO5 now · CCS 32
  24. +2QCOMQualcomm Inc7 now · CCS 32
  25. +2MCHPMicrochip Technology Inc4 now · CCS 32

Backing away — most owners lost

  1. -4STZConstellation Brands Inc-a5 now · CCS 26
  2. -3AAPLApple Inc20 now · CCS 84
  3. -3AMZNAmazon.com Inc32 now · CCS 73
  4. -3MSFTMicrosoft Corp34 now · CCS 65
  5. -3DISWalt Disney Co/the19 now · CCS 55
  6. -3PDDPdd Holdings Inc5 now · CCS 48
  7. -3INTUIntuit Inc8 now · CCS 36
  8. -3FDXFedex Corp7 now · CCS 34
  9. -3FLUTFlutter Entertainment Plc2 now · CCS 16
  10. -3FIGRFigure Technology Solut-cl A2 now · CCS 5
  11. -2GOOGAlphabet Inc-cl C32 now · CCS 67
  12. -2CVSCvs Health Corp11 now · CCS 47
  13. -2NRGNrg Energy Inc2 now · CCS 40
  14. -2ADBEAdobe Inc11 now · CCS 40
  15. -2ICLRIcon Pub Ltd CO5 now · CCS 37
  16. -2RTXRtx Corp8 now · CCS 37
  17. -2QSRRestaurant Brands Intern3 now · CCS 36
  18. -2MRSHMarsh & Mclennan Cos7 now · CCS 35
  19. -2WTWWillis Towers Watson Plc Ltd6 now · CCS 35
  20. -2MCDMcdonald's Corp8 now · CCS 35
  21. -2JLLJones Lang Lasalle Inc6 now · CCS 34
  22. -2ABMAbm Industries Inc6 now · CCS 34
  23. -2WCCWesco International Inc6 now · CCS 33
  24. -2SPYSS Spdr S&p 500 Etf Trust-us7 now · CCS 32
  25. -2MHKMohawk Industries Inc4 now · CCS 31

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.