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Accelerators · crowd forming

Where the smart-money crowd is forming — not yet crowded.

193 tickers where the entire superinvestor fleet has net-added for 3 or more consecutive quarters. An aggregate-level compounding signal that /crowded-trades (snapshot) and /trend-streak (per-manager) both miss.

Longest run in the window: 8quarters. An accelerator is different from a crowded trade — the crowd is still forming, and by the time /crowded-trades flags it, the first-movers have already been paid.

193
3Q+ accelerators
194
2Q accelerators
8Q
Longest run
Top 9 · longest accelerators

The crowd is forming here

8Q run
+12
BN logo
BN
Brookfield Corp
Net +22 owners · 1 holders
2024-Q1 → 2025-Q4
7Q run
+8
NVDA logo
NVDA
NVIDIA
Net +18 owners · 8 holders
2024-Q1 → 2025-Q3
7Q run
0
BMRN logo
BMRN
BMRN
Net +12 owners · 0 holders
2024-Q3 → 2026-Q1
7Q run
+1
QQQ logo
QQQ
QQQ
Net +8 owners · 0 holders
2024-Q3 → 2026-Q1
7Q run
−4
SCHD logo
SCHD
SCHD
Net +7 owners · 0 holders
2024-Q3 → 2026-Q1
7Q run
−4
ORIX logo
ORIX
ORIX
Net +7 owners · 0 holders
2024-Q3 → 2026-Q1
6Q run
+16
UBER logo
UBER
Uber
Net +12 owners · 1 holders
2024-Q4 → 2026-Q1
6Q run
+2
NYT logo
NYT
NYT
Net +11 owners · 0 holders
2024-Q4 → 2026-Q1
6Q run
−5
MRK logo
MRK
MRK
Net +11 owners · 0 holders
2024-Q3 → 2025-Q4
Full list · 387 accelerators (2Q+)

Every accelerator, longest run first

#RunTickerNet +Conviction
18Q ↑BN
Brookfield Corp
+22+12
27Q ↑NVDA
NVIDIA
+18+8
37Q ↑BMRN
BMRN
+120
47Q ↑QQQ
QQQ
+8+1
57Q ↑SCHD
SCHD
+7−4
67Q ↑ORIX
ORIX
+7−4
76Q ↑UBER
Uber
+12+16
86Q ↑NYT
NYT
+11+2
96Q ↑MRK
MRK
+11−5
106Q ↑ABNB
ABNB
+11−14
116Q ↑ALCON
ALCON
+8−4
126Q ↑OMF
OMF
+6+6
136Q ↑SONY
SONY
+6+2
146Q ↑BP
BP
+6+1
156Q ↑GATX
GATX
+6−4
166Q ↑CTS
CTS
+6−5
176Q ↑KW
Kennedy-Wilson Holdings
+6−5
186Q ↑WAFD
WAFD
+6−5
196Q ↑EXPRO
EXPRO
+6−6
205Q ↑SCHW
Charles Schwab
+9+25
215Q ↑GRBK
Green Brick Partners
+9+13
225Q ↑KEYS
KEYS
+9+1
235Q ↑MEDP
MEDP
+9−15
245Q ↑ALCOA
ALCOA
+8+13
255Q ↑AZZ
AZZ
+6+1
265Q ↑AVNET
AVNET
+5−4
275Q ↑ASGN
ASGN
+5−4
285Q ↑DOLE
DOLE
+5−4
295Q ↑GSK
GSK
+5−4
305Q ↑ICL
ICL
+5−4
315Q ↑SHELL
SHELL
+5−4
325Q ↑TORO
TORO
+5−5
335Q ↑DKNG
DKNG
+5−5
345Q ↑BRC
BRC
+5−5
355Q ↑SONOS
SONOS
+5−5
365Q ↑VZ
VZ
+5−6
375Q ↑KBR
KBR
+5−6
385Q ↑AME
AME
+5−7
395Q ↑ITT
ITT
+5−7
405Q ↑PROS
PROS
+5−7
415Q ↑DHT
DHT
+5−8
425Q ↑LOW
LOW
+5−10
434Q ↑META
Meta Platforms
+20+3
444Q ↑FLUT
FLUT
+12−5
454Q ↑TEVA
TEVA
+10+1
464Q ↑MSFT
Microsoft
+10−8
474Q ↑COF
Capital One Financial
+8−17
484Q ↑MU
Micron Technology
+7+22
494Q ↑HEI
HEICO Corp
+7+17
504Q ↑CPRT
CPRT
+7+6
514Q ↑CGI
CGI
+7−3
524Q ↑QSR
Restaurant Brands International
+7−4
534Q ↑TW
TW
+7−6
544Q ↑BLK
BLK
+7−6
554Q ↑BSX
BSX
+7−11
564Q ↑TSLA
Tesla
+7−12
574Q ↑INTU
INTU
+7−20
584Q ↑GE
GE Aerospace
+6+40
594Q ↑ANET
ANET
+6−1
604Q ↑SIRI
SIRI
+6−6
614Q ↑UBS
UBS
+6−8
624Q ↑SAIA
SAIA
+6−8
634Q ↑PPL
PPL
+6−9
644Q ↑SLM
SLM
+5+9
654Q ↑NTRA
NTRA
+5+7
664Q ↑NOBLE
NOBLE
+5+7
674Q ↑CDW
CDW
+5+3
684Q ↑SYF
SYF
+50
694Q ↑ATI
ATI
+5−5
704Q ↑IBKR
IBKR
+5−11
714Q ↑TRMD
Torm plc
+4+14
724Q ↑TWFG
TWFG
+4+4
734Q ↑TKO
TKO
+4+1
744Q ↑LFUS
LFUS
+4−1
754Q ↑FTV
FTV
+4−2
764Q ↑TPG
TPG
+4−2
774Q ↑FEDEX
FEDEX
+4−3
784Q ↑BRKB
BRKB
+4−4
794Q ↑BKV
BKV
+4−4
804Q ↑BRAZE
BRAZE
+4−4
814Q ↑PRA
PRA
+4−4
824Q ↑RXO
RXO
+4−4
834Q ↑EWBC
EWBC
+4−5
844Q ↑ISRG
ISRG
+4−5
854Q ↑BCE
BCE
+4−5
864Q ↑DOCS
DOCS
+4−5
874Q ↑KIRBY
KIRBY
+4−5
884Q ↑MATIV
MATIV
+4−5
894Q ↑PROG
PROG
+4−5
904Q ↑UDR
UDR
+4−5
914Q ↑RNGR
RNGR
+4−5
924Q ↑BBY
BBY
+4−6
934Q ↑AEGON
AEGON
+4−6
944Q ↑COHU
COHU
+4−6
954Q ↑GREIF
GREIF
+4−6
964Q ↑HNI
HNI
+4−6
974Q ↑LUCID
LUCID
+4−6
984Q ↑RELX
RELX
+4−6
994Q ↑CERUS
CERUS
+4−6
1004Q ↑LPX
LPX
+4−6
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Per-quarter net delta · top 6

See the run form

BN· Brookfield Corp
8Q · +22
24Q1
+1
24Q2
+1
24Q3
+5
24Q4
+3
25Q1
+2
25Q2
+3
25Q3
+2
25Q4
+5
26Q1
-1
NVDA· NVIDIA
7Q · +18
24Q1
+2
24Q2
+2
24Q3
+3
24Q4
+2
25Q1
+4
25Q2
+2
25Q3
+3
25Q4
+0
26Q1
-2
BMRN· BMRN
7Q · +12
24Q1
+0
24Q2
+0
24Q3
+1
24Q4
+2
25Q1
+1
25Q2
+3
25Q3
+1
25Q4
+1
26Q1
+3
QQQ· QQQ
7Q · +8
24Q1
+0
24Q2
+0
24Q3
+1
24Q4
+1
25Q1
+1
25Q2
+1
25Q3
+1
25Q4
+1
26Q1
+2
SCHD· SCHD
7Q · +7
24Q1
+0
24Q2
+0
24Q3
+1
24Q4
+1
25Q1
+1
25Q2
+1
25Q3
+1
25Q4
+1
26Q1
+1
ORIX· ORIX
7Q · +7
24Q1
+0
24Q2
+0
24Q3
+1
24Q4
+1
25Q1
+1
25Q2
+1
25Q3
+1
25Q4
+1
26Q1
+1
How accelerators are computed

Aggregate net flow, walked forward

  • 1. Per-quarter net delta. For every ticker and every tracked quarter, count smart-money new + add actions and subtract trim + exit actions. Positive means the fleet net-added that quarter.
  • 2. Longest positive run. Walk the 8-quarter series oldest → newest and find the longest contiguous run of strictly positive deltas. Ties break toward the most recent run.
  • 3. Flag 3Q+. Runs of 2 quarters are listed but not emphasized. Runs of 3+ quarters are accelerators — distinct from /crowded-trades (ownership snapshot) and /trend-streak (per-manager streak).

The sparkline band in the per-quarter section shades the run itself in solid emerald; quarters outside the run are faint. The window runs from 2024-Q1 through the latest filed quarter.

Not investment advice. 13F filings are delayed 45 days and report long-only positions. Methodology.