Cross-Manager Consensus
Where the smart money agrees.
Securities ranked by how many of the 19 tracked managers hold them in their latest filed quarter — common stock only, derivatives excluded.
| # | Ticker | Issuer | Holders | Combined value | Managers |
|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 12 / 19 | $10.40B | Maverick Capital · Sands Capital · Lone Pine Capital · Viking Global · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · Altimeter Capital · ICONIQ · D1 Capital Partners · Situational Awareness |
| 2 | NVDA | NVIDIA CORPORATION | 12 / 19 | $10.17B | Maverick Capital · Sands Capital · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · Altimeter Capital · ICONIQ · Dragoneer · D1 Capital Partners · Atreides Management · Situational Awareness |
| 3 | AMZN | AMAZON COM INC | 12 / 19 | $7.40B | Maverick Capital · Sands Capital · Viking Global · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · Altimeter Capital · ICONIQ · D1 Capital Partners · Atreides Management · Greenoaks |
| 4 | GOOGL | ALPHABET INC | 10 / 19 | $7.88B | Sands Capital · Lone Pine Capital · Viking Global · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · ICONIQ · D1 Capital Partners · Atreides Management |
| 5 | META | META PLATFORMS INC | 10 / 19 | $6.72B | Sands Capital · Viking Global · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · a16z · Altimeter Capital · ICONIQ · Dragoneer |
| 6 | CVNA | CARVANA CO | 10 / 19 | $4.95B | Maverick Capital · Sands Capital · Lone Pine Capital · Viking Global · Coatue Management · Whale Rock Capital · Dragoneer · D1 Capital Partners · Durable Capital · Greenoaks |
| 7 | MSFT | MICROSOFT CORP | 9 / 19 | $4.07B | Maverick Capital · Sands Capital · Viking Global · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · Altimeter Capital · ICONIQ |
| 8 | G6683N103 | NU HLDGS LTD | 9 / 19 | $2.82B | Maverick Capital · Sands Capital · Lone Pine Capital · Coatue Management · Tiger Global Management · ICONIQ · Dragoneer · D1 Capital Partners · Ribbit Capital |
| 9 | DASH | Doordash Inc | 8 / 19 | $6.36B | Sands Capital · Coatue Management · Tiger Global Management · ICONIQ · Sequoia Capital · D1 Capital Partners · Durable Capital · Greenoaks |
| 10 | AVGO | BROADCOM INC | 8 / 19 | $3.95B | Sands Capital · Coatue Management · Tiger Global Management · Insight Partners · Whale Rock Capital · Altimeter Capital · ICONIQ · D1 Capital Partners |
| 11 | SPOT | SPOTIFY TECHNOLOGY SA | 7 / 19 | $2.49B | Maverick Capital · Sands Capital · Lone Pine Capital · Coatue Management · Tiger Global Management · Insight Partners · D1 Capital Partners |
| 12 | APP | APPLOVIN CORP | 7 / 19 | $2.45B | Sands Capital · Lone Pine Capital · Coatue Management · Tiger Global Management · Whale Rock Capital · ICONIQ · D1 Capital Partners |
| 13 | MELI | MERCADOLIBRE INC | 7 / 19 | $2.42B | Maverick Capital · Sands Capital · Tiger Global Management · ICONIQ · D1 Capital Partners · Durable Capital · Ribbit Capital |
| 14 | CPNG | COUPANG INC | 7 / 19 | $2.31B | Sands Capital · Tiger Global Management · Dragoneer · D1 Capital Partners · Durable Capital · Ribbit Capital · Greenoaks |
| 15 | V | VISA INC | 6 / 19 | $3.26B | Maverick Capital · Sands Capital · Lone Pine Capital · Viking Global · Coatue Management · Atreides Management |
| 16 | ASML | ASML HLDG NV N Y REGISTRY | 6 / 19 | $2.72B | Maverick Capital · Sands Capital · Lone Pine Capital · Coatue Management · D1 Capital Partners · Situational Awareness |
| 17 | XYZ | BLOCK INC | 6 / 19 | $954.9M | Sands Capital · Tiger Global Management · a16z · Dragoneer · Sequoia Capital · Ribbit Capital |
| 18 | FIG | FIGMA INC | 6 / 19 | $953.0M | Sands Capital · Tiger Global Management · a16z · ICONIQ · Sequoia Capital · Greenoaks |
| 19 | CHYM | CHIME FINL INC | 6 / 19 | $741.7M | Coatue Management · Tiger Global Management · ICONIQ · Dragoneer · Sequoia Capital · Atreides Management |
| 20 | SE | SEA LTD | 5 / 19 | $2.50B | Sands Capital · Viking Global · Tiger Global Management · D1 Capital Partners · Ribbit Capital |
| 21 | RBLX | ROBLOX CORP | 5 / 19 | $469.5M | Maverick Capital · Sands Capital · Whale Rock Capital · Atreides Management · Durable Capital |
| 22 | HOOD | ROBINHOOD MKTS INC | 5 / 19 | $392.2M | Sands Capital · Insight Partners · Altimeter Capital · ICONIQ · Ribbit Capital |
| 23 | LITE | LUMENTUM HOLDINGS INC | 5 / 19 | $290.0M | Maverick Capital · Sands Capital · Tiger Global Management · Insight Partners · Atreides Management |
| 24 | INTC | INTEL CORP | 5 / 19 | $247.8M | Maverick Capital · Tiger Global Management · Insight Partners · Atreides Management · Situational Awareness |
| 25 | AMD | ADVANCED MICRO DEVICES INC | 5 / 19 | $234.9M | Maverick Capital · Insight Partners · Whale Rock Capital · ICONIQ · Situational Awareness |
| 26 | LRCX | LAM RESEARCH CORP | 4 / 19 | $3.35B | Sands Capital · Coatue Management · Tiger Global Management · Whale Rock Capital |
| 27 | AMAT | APPLIED MATLS INC | 4 / 19 | $2.67B | Maverick Capital · Coatue Management · Tiger Global Management · Insight Partners |
| 28 | NFLX | NETFLIX INC. | 4 / 19 | $1.82B | Sands Capital · Coatue Management · Tiger Global Management · Whale Rock Capital |
| 29 | SHOP | SHOPIFY INC | 4 / 19 | $1.48B | Sands Capital · Insight Partners · ICONIQ · Durable Capital |
| 30 | MDLN | MEDLINE INC | 4 / 19 | $1.39B | Maverick Capital · Lone Pine Capital · Viking Global · Durable Capital |
| 31 | RDDT | REDDIT INC | 4 / 19 | $1.39B | Viking Global · Coatue Management · Tiger Global Management · D1 Capital Partners |
| 32 | SHW | SHERWIN WILLIAMS CO | 4 / 19 | $1.36B | Maverick Capital · Viking Global · Tiger Global Management · D1 Capital Partners |
| 33 | BE | BLOOM ENERGY CORP | 4 / 19 | $1.35B | Sands Capital · Insight Partners · Whale Rock Capital · Situational Awareness |
| 34 | COF | CAPITAL ONE FINL CORP | 4 / 19 | $1.14B | Maverick Capital · Lone Pine Capital · Viking Global · D1 Capital Partners |
| 35 | CRWV | COREWEAVE INC | 4 / 19 | $1.08B | Viking Global · Altimeter Capital · Atreides Management · Situational Awareness |
| 36 | CLS | CELESTICA INC | 4 / 19 | $1.05B | Maverick Capital · Viking Global · Whale Rock Capital · D1 Capital Partners |
| 37 | TSLA | Tesla Inc. | 4 / 19 | $1.04B | Viking Global · Coatue Management · Sequoia Capital · Atreides Management |
| 38 | AAPL | APPLE INC | 4 / 19 | $938.0M | Sands Capital · Viking Global · Whale Rock Capital · ICONIQ |
| 39 | GLW | CORNING INC | 4 / 19 | $869.6M | Maverick Capital · Lone Pine Capital · Whale Rock Capital · Situational Awareness |
| 40 | AXON | AXON ENTERPRISE INC | 4 / 19 | $777.8M | Sands Capital · Insight Partners · Altimeter Capital · Atreides Management |
| 41 | EQPT | EQUIPMENTSHARE COM INC | 4 / 19 | $393.5M | Viking Global · Tiger Global Management · Insight Partners · Atreides Management |
| 42 | MU | MICRON TECHNOLOGY INC | 4 / 19 | $319.0M | Coatue Management · Insight Partners · Atreides Management · Situational Awareness |
| 43 | SNOW | SNOWFLAKE INC | 4 / 19 | $314.0M | Sands Capital · Altimeter Capital · ICONIQ · Atreides Management |
| 44 | DIS | DISNEY WALT CO | 3 / 19 | $1.51B | Maverick Capital · Viking Global · D1 Capital Partners |
| 45 | CLH | CLEAN HARBORS INC | 3 / 19 | $1.19B | Lone Pine Capital · D1 Capital Partners · Durable Capital |
| 46 | U | UNITY SOFTWARE INC | 3 / 19 | $1.04B | Sequoia Capital · D1 Capital Partners · Atreides Management |
| 47 | TTAN | SERVICETITAN INC | 3 / 19 | $874.0M | ICONIQ · Dragoneer · Greenoaks |
| 48 | KLAR | Klarna Group PLC | 3 / 19 | $798.6M | Tiger Global Management · Dragoneer · Sequoia Capital |
| 49 | NET | CLOUDFLARE INC | 3 / 19 | $767.1M | Sands Capital · Insight Partners · ICONIQ |
| 50 | CIEN | CIENA CORP | 3 / 19 | $666.8M | Lone Pine Capital · Whale Rock Capital · Atreides Management |
| 51 | FERG | FERGUSON ENTERPRISES INC | 3 / 19 | $626.9M | D1 Capital Partners · Atreides Management · Durable Capital |
| 52 | UBER | UBER TECHNOLOGIES INC | 3 / 19 | $588.6M | Tiger Global Management · Altimeter Capital · ICONIQ |
| 53 | GOOG | ALPHABET INC | 3 / 19 | $571.9M | Maverick Capital · Coatue Management · ICONIQ |
| 54 | NTSK | NETSKOPE INC | 3 / 19 | $570.8M | Maverick Capital · Tiger Global Management · ICONIQ |
| 55 | DKS | DICKS SPORTING GOODS INC | 3 / 19 | $547.6M | Maverick Capital · Viking Global · Atreides Management |
| 56 | ENTG | ENTEGRIS INC | 3 / 19 | $480.6M | Maverick Capital · Lone Pine Capital · Durable Capital |
| 57 | AFRM | AFFIRM HLDGS INC | 3 / 19 | $402.3M | D1 Capital Partners · Atreides Management · Durable Capital |
| 58 | COHR | COHERENT CORP | 3 / 19 | $384.3M | Maverick Capital · Whale Rock Capital · Atreides Management |
| 59 | BSX | BOSTON SCIENTIFIC CORP | 3 / 19 | $316.0M | Maverick Capital · Sands Capital · Lone Pine Capital |
| 60 | WLTH | WEALTHFRONT CORP | 3 / 19 | $237.3M | Tiger Global Management · Dragoneer · Ribbit Capital |