AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…AAPL…MSFT…GOOGL…META…NVDA…BRK-B…AMZN…JPM…BAC…KO…CVX…OXY…AXP…CMG…V…
◉ HoldLens
Buy signals · Q4 2025

What to buy.

Stocks being bought by the best portfolio managers in the world — ranked on a single signed score where +100 is the strongest possible buy and −100 the strongest sell. This page shows the positive side of that scale.

The score is the unified ConvictionScore from methodology: smart-money consensus, insider buys, manager track record, multi-quarter trend streaks, position concentration, and an under-the-radar bonus — minus dissent from sellers and a crowding penalty when a stock is already widely owned. A ticker can appear on EXACTLY ONE list (buys or sells) — never both.

1
GE
GE Aerospace
Other6Q BUY
HIGH BUY · +42
Score +42 / +100 · 1 manager buying
+ Hohn(+12%)
2
BABA
Alibaba
Technology6Q BUY
HIGH BUY · +40
Score +40 / +100 · 2 managers buying
+ Tepper(+30%)+ Burry(+30%)
3
OXY
Occidental Petroleum
Energy7Q BUY
MODERATE BUY · +32
Score +32 / +100 · 2 managers buying
+ Watsa(+15%)+ Buffett(+12%)
4
SCHW
Charles Schwab
Financials4Q BUY
MODERATE BUY · +32
Score +32 / +100 · 2 managers buying
★ NEW Armitage+ Greenberg(+10%)
5
MSCI
MSCI Inc
Other
MODERATE BUY · +30
Score +30 / +100 · 1 manager buying
+ Kantesaria(+8%)
6
MA
Mastercard
Other5Q BUY
MODERATE BUY · +29
Score +29 / +100 · 2 managers buying
+ Akre(+4%)+ Rochon(+6%)
7
FICO
Fair Isaac
Other
MODERATE BUY · +28
Score +28 / +100 · 1 manager buying
+ Rolfe(+8%)
8
COHR
Coherent
Technology4Q BUY
MODERATE BUY · +26
Score +26 / +100 · 1 manager buying
+ Druckenmiller(+22%)
9
HEI
HEICO Corp
Other
MODERATE BUY · +26
Score +26 / +100 · 1 manager buying
+ Kantesaria(+12%)
10
JD
JD.com
Technology6Q BUY
MODERATE BUY · +24
Score +24 / +100 · 1 manager buying
+ Burry(+18%)
11
TSM
Taiwan Semi
Technology4Q BUY
MODERATE BUY · +24
Score +24 / +100 · 1 manager buying
+ Rolfe(+18%)
12
MU
Micron Technology
Technology2Q BUY
MODERATE BUY · +23
Score +23 / +100 · 1 manager buying
+ Pabrai(+10%)
13
VST
Vistra Corp
Utilities6Q BUY
MODERATE BUY · +22
Score +22 / +100 · 2 managers buying
+ Marks(+18%)+ Klarman(+25%)
14
MCO
Moody's Corp
Financials
MODERATE BUY · +22
Score +22 / +100 · 2 managers buying
+ Kantesaria(+4%)+ Mueffling(+10%)
15
BAC
Bank of America
Financials5Q SELL
MODERATE BUY · +21
Score +21 / +100 · 1 manager buying
+ Lu(+12%)
16
TRMD
Torm plc
Industrials7Q BUY
MODERATE BUY · +21
Score +21 / +100 · 1 manager buying
+ Marks(+8%)
17
BN
Brookfield Corp
Financials8Q BUY
MODERATE BUY · +20
Score +20 / +100 · 1 manager buying
+ Ackman(+10%)
18
NVDA
NVIDIA
Technology6Q BUY
MODERATE BUY · +20
Score +20 / +100 · 3 managers buying
+ Tepper(+25%)+ Slater(+20%)+ Halvorsen(+18%)
19
META
Meta Platforms
Technology7Q BUY
MODERATE BUY · +20
Score +20 / +100 · 9 managers buying
+ Armitage(+15%)+ Lu(+15%)+ Rochon(+12%)+ Halvorsen(+78%)+ Ubben(+10%)+ Coleman(+18%)+ Mandel(+3%)+ Greenblatt(+10%)+ Ainslie(+50%)
20
NKE
Nike
Consumer Discretionary6Q BUY
MODERATE BUY · +18
Score +18 / +100 · 1 manager buying
+ Ackman(+20%)
21
PLTR
PLTR
2Q BUY
MODERATE BUY · +18
Score +18 / +100 · 1 manager buying
+ Druckenmiller(+45%)
22
GRBK
Green Brick Partners
Real Estate3Q BUY
MODERATE BUY · +18
Score +18 / +100 · 1 manager buying
+ Einhorn(+4%)
23
V
Visa
Financials2Q BUY
MODERATE BUY · +18
Score +18 / +100 · 2 managers buying
+ Greenberg(+8%)+ Rochon(+5%)
24
MSFT
Microsoft
Technology5Q BUY
MODERATE BUY · +17
Score +17 / +100 · 3 managers buying
+ Smith(+5%)+ Armitage(+12%)+ Halvorsen(+22%)
25
UBER
Uber
Other2Q BUY
MODERATE BUY · +16
Score +16 / +100 · 2 managers buying
★ NEW Tepper+ Ackman(+35%)
26
CB
Chubb
Financials4Q BUY
MODERATE BUY · +15
Score +15 / +100 · 1 manager buying
+ Buffett(+8%)
27
DPZ
DPZ
4Q BUY
MODERATE BUY · +15
Score +15 / +100 · 1 manager buying
+ Buffett(+18%)
28
MELI
MercadoLibre
Other2Q BUY
MODERATE BUY · +14
Score +14 / +100 · 1 manager buying
+ Slater(+12%)
29
NFLX
Netflix
Communication3Q BUY
MODERATE BUY · +13
Score +13 / +100 · 2 managers buying
+ Nygren(+12%)+ Ainslie(+35%)
30
GOLD
GOLD
2Q BUY
MODERATE BUY · +12
Score +12 / +100 · 1 manager buying
+ Burry(+55%)
31
UNH
UnitedHealth
Healthcare3Q BUY
MODERATE BUY · +11
Score +11 / +100 · 1 manager buying
+ Greenblatt(+30%)
32
ARM
ARM
MODERATE BUY · +11
Score +11 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
33
CMG
Chipotle Mexican Grill
Consumer Discretionary2Q SELL
MODERATE BUY · +10
Score +10 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
34
GOOG
Alphabet Class C
Technology2Q BUY
MODERATE BUY · +9
Score +9 / +100 · 1 manager buying
+ Klarman(+40%)
35
KKR
KKR & Co
Other2Q BUY
MODERATE BUY · +9
Score +9 / +100 · 1 manager buying
+ Nygren(+20%)
36
NOW
ServiceNow
Other
MODERATE BUY · +9
Score +9 / +100 · 1 manager buying
+ Capital(+15%)
37
C
Citigroup
Financials2Q BUY
MODERATE BUY · +8
Score +8 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
38
AMZN
Amazon
Technology2Q BUY
MODERATE BUY · +8
Score +8 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
39
SHOP
Shopify
Other
MODERATE BUY · +8
Score +8 / +100 · 1 manager buying
+ Slater(+15%)
40
DIS
The Walt Disney Company
Other
MODERATE BUY · +7
Score +7 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
41
WBD
Warner Bros. Discovery
Communication6Q SELL
MODERATE BUY · +6
Score +6 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
42
PR
Permian Resources
Energy
MODERATE BUY · +6
Score +6 / +100 · 1 manager buying
+ Marks(+15%)
43
CNH
CNH
2Q BUY
MODERATE BUY · +6
Score +6 / +100 · 1 manager buying
+ Einhorn(+35%)
44
DNUT
Krispy Kreme
Consumer Discretionary2Q BUY
MODERATE BUY · +6
Score +6 / +100 · 1 manager buying
+ Icahn(+22%)
45
BRK.B
Berkshire Hathaway
Financials
MODERATE BUY · +6
Score +6 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
46
NOVO
Novo Nordisk
Other
MODERATE BUY · +6
Score +6 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
47
FND
FND
MODERATE BUY · +5
Score +5 / +100 · 1 manager buying
★ NEW Buffett
48
HHH
Howard Hughes Holdings
Real Estate
MODERATE BUY · +5
Score +5 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
49
ENPH
Enphase Energy
Other
MODERATE BUY · +5
Score +5 / +100 · 1 manager buying
★ NEW Ubben
50
STR
Sitio Royalties
Energy
MODERATE BUY · +5
Score +5 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
51
SE
Sea Limited
Other
MODERATE BUY · +5
Score +5 / +100 · 1 manager buying
+ Coleman(+22%)
52
SPOT
Spotify
Other
MODERATE BUY · +5
Score +5 / +100 · 1 manager buying
★ NEW Coleman
53
ICE
Intercontinental Exchange
Other
MODERATE BUY · +5
Score +5 / +100 · 1 manager buying
+ Mueffling(+15%)
54
SPGI
S&P Global
Other
MODERATE BUY · +5
Score +5 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
55
FTNT
Fortinet
Other
MODERATE BUY · +4
Score +4 / +100 · 1 manager buying
★ NEW Mandel
56
GOOGL
Alphabet
Technology
MODERATE BUY · +4
Score +4 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
57
KO
Coca-Cola
Consumer Staples
MODERATE BUY · +3
Score +3 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
58
POOL
POOL
MODERATE BUY · +2
Score +2 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

Want these signals in your inbox?

One email per 13F filing season. Top 10 buy signals ranked by the recommendation model.

HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
$14/mo · cancel anytime · lock in for life
See pricing →

Recommendation scores are derived from publicly disclosed 13F filings. Past positioning by these managers is not a guarantee of future performance. Methodology. Not investment advice.