Accelerators · crowd forming
Where the smart-money crowd is forming — not yet crowded.
184 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: 9quarters. 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.
184
3Q+ accelerators
179
2Q accelerators
9Q
Longest run
Top 9 · longest accelerators
The crowd is forming here
9Q run
+3
META
Meta Platforms
Net +38 owners · 15 holders
2024-Q1 → 2026-Q1
8Q run
+11
BN
Brookfield Corp
Net +18 owners · 1 holders
2024-Q1 → 2025-Q4
7Q run
+7
NVDA
NVIDIA
Net +17 owners · 8 holders
2024-Q1 → 2025-Q3
6Q run
+17
UBER
Uber
Net +12 owners · 1 holders
2024-Q4 → 2026-Q1
6Q run
+3
NYT
NYT
Net +11 owners · 0 holders
2024-Q4 → 2026-Q1
6Q run
0
BMRN
BMRN
Net +11 owners · 0 holders
2024-Q4 → 2026-Q1
6Q run
+3
QQQ
QQQ
Net +7 owners · 0 holders
2024-Q4 → 2026-Q1
6Q run
+6
OMF
OMF
Net +6 owners · 0 holders
2024-Q4 → 2026-Q1
6Q run
+1
BP
BP
Net +6 owners · 0 holders
2024-Q4 → 2026-Q1
Full list · 363 accelerators (2Q+)
Every accelerator, longest run first
| # | Run | Ticker | Net + | Conviction |
|---|---|---|---|---|
| 1 | 9Q ↑ | META Meta Platforms | +38 | +3 |
| 2 | 8Q ↑ | BN Brookfield Corp | +18 | +11 |
| 3 | 7Q ↑ | NVDA NVIDIA | +17 | +7 |
| 4 | 6Q ↑ | UBER Uber | +12 | +17 |
| 5 | 6Q ↑ | NYT NYT | +11 | +3 |
| 6 | 6Q ↑ | BMRN BMRN | +11 | 0 |
| 7 | 6Q ↑ | QQQ QQQ | +7 | +3 |
| 8 | 6Q ↑ | OMF OMF | +6 | +6 |
| 9 | 6Q ↑ | BP BP | +6 | +1 |
| 10 | 6Q ↑ | SCHD SCHD | +6 | −4 |
| 11 | 6Q ↑ | GATX GATX | +6 | −4 |
| 12 | 6Q ↑ | ORIX ORIX | +6 | −4 |
| 13 | 6Q ↑ | CTS CTS | +6 | −5 |
| 14 | 5Q ↑ | ABNB ABNB | +10 | −15 |
| 15 | 5Q ↑ | GRBK Green Brick Partners | +9 | +14 |
| 16 | 5Q ↑ | KEYS KEYS | +9 | +1 |
| 17 | 5Q ↑ | MRK MRK | +9 | −5 |
| 18 | 5Q ↑ | ALCOA ALCOA | +8 | +13 |
| 19 | 5Q ↑ | ALCON ALCON | +7 | −4 |
| 20 | 5Q ↑ | AZZ AZZ | +6 | +2 |
| 21 | 5Q ↑ | SONY SONY | +5 | +2 |
| 22 | 5Q ↑ | DOLE DOLE | +5 | −4 |
| 23 | 5Q ↑ | GSK GSK | +5 | −4 |
| 24 | 5Q ↑ | ICL ICL | +5 | −4 |
| 25 | 5Q ↑ | SHELL SHELL | +5 | −4 |
| 26 | 5Q ↑ | AVNET AVNET | +5 | −4 |
| 27 | 5Q ↑ | SONOS SONOS | +5 | −5 |
| 28 | 5Q ↑ | WAFD WAFD | +5 | −5 |
| 29 | 5Q ↑ | ASGN ASGN | +5 | −5 |
| 30 | 5Q ↑ | KW Kennedy-Wilson Holdings | +5 | −6 |
| 31 | 5Q ↑ | VZ VZ | +5 | −6 |
| 32 | 5Q ↑ | EXPRO EXPRO | +5 | −6 |
| 33 | 5Q ↑ | ITT ITT | +5 | −7 |
| 34 | 5Q ↑ | DHT DHT | +5 | −7 |
| 35 | 4Q ↑ | MSFT Microsoft | +12 | −11 |
| 36 | 4Q ↑ | SCHW Charles Schwab | +7 | +25 |
| 37 | 4Q ↑ | MU Micron Technology | +7 | +22 |
| 38 | 4Q ↑ | HEI HEICO Corp | +7 | +16 |
| 39 | 4Q ↑ | CPRT CPRT | +7 | +6 |
| 40 | 4Q ↑ | CGI CGI | +7 | −4 |
| 41 | 4Q ↑ | QSR Restaurant Brands International | +7 | −5 |
| 42 | 4Q ↑ | TW TW | +7 | −6 |
| 43 | 4Q ↑ | BLK BLK | +7 | −7 |
| 44 | 4Q ↑ | TSLA Tesla | +7 | −11 |
| 45 | 4Q ↑ | MEDP MEDP | +7 | −16 |
| 46 | 4Q ↑ | INTU INTU | +7 | −20 |
| 47 | 4Q ↑ | CDW CDW | +6 | +4 |
| 48 | 4Q ↑ | UBS UBS | +6 | −8 |
| 49 | 4Q ↑ | SAIA SAIA | +6 | −8 |
| 50 | 4Q ↑ | GE GE Aerospace | +5 | +41 |
| 51 | 4Q ↑ | SLM SLM | +5 | +9 |
| 52 | 4Q ↑ | SYF SYF | +5 | −1 |
| 53 | 4Q ↑ | ATI ATI | +5 | −3 |
| 54 | 4Q ↑ | TRMD Torm plc | +4 | +14 |
| 55 | 4Q ↑ | TWFG TWFG | +4 | +4 |
| 56 | 4Q ↑ | LFUS LFUS | +4 | 0 |
| 57 | 4Q ↑ | FEDEX FEDEX | +4 | −2 |
| 58 | 4Q ↑ | FTV FTV | +4 | −3 |
| 59 | 4Q ↑ | RXO RXO | +4 | −3 |
| 60 | 4Q ↑ | BCE BCE | +4 | −4 |
| 61 | 4Q ↑ | BKV BKV | +4 | −4 |
| 62 | 4Q ↑ | PRA PRA | +4 | −4 |
| 63 | 4Q ↑ | BRKB BRKB | +4 | −4 |
| 64 | 4Q ↑ | BRAZE BRAZE | +4 | −4 |
| 65 | 4Q ↑ | ISRG ISRG | +4 | −5 |
| 66 | 4Q ↑ | BRC BRC | +4 | −5 |
| 67 | 4Q ↑ | DKNG DKNG | +4 | −5 |
| 68 | 4Q ↑ | MATIV MATIV | +4 | −5 |
| 69 | 4Q ↑ | PROG PROG | +4 | −5 |
| 70 | 4Q ↑ | RNGR RNGR | +4 | −5 |
| 71 | 4Q ↑ | TPG TPG | +4 | −5 |
| 72 | 4Q ↑ | TORO TORO | +4 | −5 |
| 73 | 4Q ↑ | BBY BBY | +4 | −6 |
| 74 | 4Q ↑ | AEGON AEGON | +4 | −6 |
| 75 | 4Q ↑ | CERUS CERUS | +4 | −6 |
| 76 | 4Q ↑ | COHU COHU | +4 | −6 |
| 77 | 4Q ↑ | DOCS DOCS | +4 | −6 |
| 78 | 4Q ↑ | KBR KBR | +4 | −6 |
| 79 | 4Q ↑ | GREIF GREIF | +4 | −6 |
| 80 | 4Q ↑ | HNI HNI | +4 | −6 |
| 81 | 4Q ↑ | AME AME | +4 | −7 |
| 82 | 4Q ↑ | GAP GAP | +4 | −7 |
| 83 | 4Q ↑ | GPK GPK | +4 | −7 |
| 84 | 4Q ↑ | LECO LECO | +4 | −7 |
| 85 | 4Q ↑ | BHP BHP | +4 | −7 |
| 86 | 4Q ↑ | PROS PROS | +4 | −7 |
| 87 | 4Q ↑ | QCR QCR | +4 | −8 |
| 88 | 4Q ↑ | LOW LOW | +4 | −10 |
| 89 | 3Q ↑ | ZTS ZTS | +9 | 0 |
| 90 | 3Q ↑ | DHI DHI | +8 | −5 |
| 91 | 3Q ↑ | FLUT FLUT | +8 | −6 |
| 92 | 3Q ↑ | TEVA TEVA | +7 | 0 |
| 93 | 3Q ↑ | CABO CABO | +7 | −7 |
| 94 | 3Q ↑ | COF Capital One Financial | +7 | −18 |
| 95 | 3Q ↑ | FICO Fair Isaac | +6 | +31 |
| 96 | 3Q ↑ | UNP UNP | +6 | −5 |
| 97 | 3Q ↑ | CSGP CoStar Group | +6 | −6 |
| 98 | 3Q ↑ | JFROG JFROG | +5 | +3 |
| 99 | 3Q ↑ | PGR PGR | +5 | +1 |
| 100 | 3Q ↑ | ANET ANET | +5 | −2 |
Advertisement
Remove with Pro →Per-quarter net delta · top 6
See the run form
META· Meta Platforms
9Q · +38
24Q1
+2
24Q2
+5
24Q3
+5
24Q4
+6
25Q1
+1
25Q2
+5
25Q3
+8
25Q4
+4
26Q1
+2
BN· Brookfield Corp
8Q · +18
24Q1
+1
24Q2
+1
24Q3
+1
24Q4
+3
25Q1
+2
25Q2
+3
25Q3
+2
25Q4
+5
26Q1
-1
NVDA· NVIDIA
7Q · +17
24Q1
+2
24Q2
+2
24Q3
+2
24Q4
+2
25Q1
+4
25Q2
+2
25Q3
+3
25Q4
+0
26Q1
-2
UBER· Uber
6Q · +12
24Q1
+0
24Q2
+0
24Q3
+0
24Q4
+3
25Q1
+3
25Q2
+3
25Q3
+1
25Q4
+1
26Q1
+1
NYT· NYT
6Q · +11
24Q1
+0
24Q2
+0
24Q3
+0
24Q4
+2
25Q1
+2
25Q2
+2
25Q3
+1
25Q4
+2
26Q1
+2
BMRN· BMRN
6Q · +11
24Q1
+0
24Q2
+0
24Q3
+0
24Q4
+2
25Q1
+1
25Q2
+3
25Q3
+1
25Q4
+1
26Q1
+3
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.