Fresh conviction · rarest buys
The trades nobody else is on
Across 8 quarters of 13F filings, 415 new positions were opened in tickers currently held by two managers or fewer. 319 of them are held by zero other managers — completely alone on the trade.
Dataroma shows consensus — the tickers everyone owns. HoldLens shows rarity: the positions a single high-quality manager opened while everyone else was looking the other way. When the conviction gap is that wide, the thesis is worth reading.
415
Lonely new trades
319
Zero other owners
76
Held by one other mgr
Top 10 · the loneliest conviction
Rarest new trades, ranked
ConvictionScore: −4Book impact: 0.9%
“New Floor & Decor position — retail bet.”
ConvictionScore: +5Book impact: 0.8%
ConvictionScore: +6Book impact: 0.5%
ConvictionScore: +3Book impact: 0.5%
“First Domino's position.”
ConvictionScore: +16Book impact: 0.4%
“New Pool Corp position.”
ConvictionScore: −4Book impact: 0.4%
“New Domino's Pizza position — surprise entry.”
ConvictionScore: +16Book impact: 0.3%
ConvictionScore: +1Book impact: 0.3%
ConvictionScore: +6Book impact: 0.1%
ConvictionScore: +1Book impact: 0.1%
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Full list · every rare new trade
Every new position in a lonely name
| # | Manager | Ticker | Quarter | Others | Book % |
|---|---|---|---|---|---|
| 1 | Warren Buffett q10 · Berkshire Hathaway | SIRI SIRIUS XM HOLDINGS INC | Q3 2024 | 0 | 0.9% |
| 2 | Warren Buffett q10 · Berkshire Hathaway | FND FND | Q4 2025 | 0 | 0.8% |
| 3 | Warren Buffett q10 · Berkshire Hathaway | LLYVK LIBERTY LIVE HOLDINGS INC | Q4 2025 | 0 | 0.5% |
| 4 | Warren Buffett q10 · Berkshire Hathaway | STZ CONSTELLATION BRANDS INC | Q4 2024 | 0 | 0.5% |
| 5 | Warren Buffett q10 · Berkshire Hathaway | DPZ DPZ | Q3 2024 | 0 | 0.4% |
| 6 | Warren Buffett q10 · Berkshire Hathaway | POOL POOL | Q3 2024 | 0 | 0.4% |
| 7 | Warren Buffett q10 · Berkshire Hathaway | DPZ DPZ | Q3 2025 | 0 | 0.3% |
| 8 | Warren Buffett q10 · Berkshire Hathaway | NUCOR NUCOR CORP | Q2 2025 | 0 | 0.3% |
| 9 | Warren Buffett q10 · Berkshire Hathaway | NYT NEW YORK TIMES CO | Q4 2025 | 0 | 0.1% |
| 10 | Warren Buffett q10 · Berkshire Hathaway | LAMR LAMAR ADVERTISING CO NEW | Q2 2025 | 0 | 0.1% |
| 11 | Warren Buffett q10 · Berkshire Hathaway | ULTA ULTA BEAUTY INC | Q2 2024 | 0 | 0.1% |
| 12 | Warren Buffett q10 · Berkshire Hathaway | ALLE ALLEGION PLC | Q2 2025 | 0 | 0.0% |
| 13 | Stanley Druckenmiller q9 · Duquesne Family Office | PFE Philip Morris Intl Inc | Q2 2024 | 0 | 6.4% |
| 14 | Stephen Mandel q9 · Lone Pine Capital | CRM SALESFORCE INC | Q3 2024 | 0 | 4.8% |
| 15 | Stephen Mandel q9 · Lone Pine Capital | LEN LENNAR CORP | Q3 2024 | 0 | 4.1% |
| 16 | Stanley Druckenmiller q9 · Duquesne Family Office | ARM ARM | Q3 2025 | 0 | 3.2% |
| 17 | Stephen Mandel q9 · Lone Pine Capital | EQT EQT CORP | Q2 2025 | 0 | 3.1% |
| 18 | Stanley Druckenmiller q9 · Duquesne Family Office | DELL Delta Air Lines Inc Del | Q4 2024 | 0 | 2.9% |
| 19 | Stephen Mandel q9 · Lone Pine Capital | SBUX STARBUCKS CORP | Q3 2024 | 0 | 2.9% |
| 20 | Stephen Mandel q9 · Lone Pine Capital | WDAY WORKDAY INC | Q3 2024 | 0 | 2.9% |
| 21 | Stanley Druckenmiller q9 · Duquesne Family Office | PLTR PLTR | Q3 2025 | 0 | 2.8% |
| 22 | Stephen Mandel q9 · Lone Pine Capital | THC TENET HEALTHCARE CORP | Q4 2025 | 0 | 2.6% |
| 23 | Seth Klarman q9 · Baupost Group | CRH CRH PLC | Q4 2025 | 0 | 2.5% |
| 24 | Stephen Mandel q9 · Lone Pine Capital | BKNG BOOKING HOLDINGS INC | Q2 2025 | 0 | 2.5% |
| 25 | Stephen Mandel q9 · Lone Pine Capital | SEA SEA LTD | Q3 2025 | 0 | 2.4% |
| 26 | Howard Marks q9 · Oaktree Capital | ORCL ORACLE CORP | Q3 2025 | 0 | 2.2% |
| 27 | Stephen Mandel q9 · Lone Pine Capital | CIENA CIENA CORP | Q3 2025 | 0 | 2.1% |
| 28 | Stephen Mandel q9 · Lone Pine Capital | GEV GE VERNOVA INC | Q2 2024 | 0 | 2.1% |
| 29 | Seth Klarman q9 · Baupost Group | ICON ICON PLC | Q1 2025 | 0 | 2.0% |
| 30 | Stephen Mandel q9 · Lone Pine Capital | EQIX ETSY INC | Q3 2025 | 0 | 1.9% |
| 31 | Stanley Druckenmiller q9 · Duquesne Family Office | SLM Slm Corp | Q4 2024 | 0 | 1.9% |
| 32 | Stanley Druckenmiller q9 · Duquesne Family Office | IVV Ishares Tr | Q2 2025 | 0 | 1.8% |
| 33 | Stanley Druckenmiller q9 · Duquesne Family Office | GEV Ge Vernova Inc | Q2 2024 | 0 | 1.7% |
| 34 | Stanley Druckenmiller q9 · Duquesne Family Office | ALCOA Alcoa Corp | Q4 2025 | 0 | 1.6% |
| 35 | Stanley Druckenmiller q9 · Duquesne Family Office | EQT Eqt Corp | Q1 2025 | 0 | 1.5% |
| 36 | Stanley Druckenmiller q9 · Duquesne Family Office | SPG Spdr S&P 500 Etf Tr | Q2 2025 | 0 | 1.4% |
| 37 | Stanley Druckenmiller q9 · Duquesne Family Office | CRH Crh Plc | Q3 2025 | 0 | 1.2% |
| 38 | Stanley Druckenmiller q9 · Duquesne Family Office | GEV Ge Vernova Inc | Q3 2025 | 0 | 1.2% |
| 39 | Seth Klarman q9 · Baupost Group | AMCOR AMCOR PLC | Q2 2025 | 0 | 1.2% |
| 40 | Stanley Druckenmiller q9 · Duquesne Family Office | SEA Sea Ltd | Q2 2025 | 0 | 1.2% |
| 41 | Chuck Akre q9 · Akre Capital Management | ABNB AIRBNB INC | Q2 2024 | 0 | 1.2% |
| 42 | Stanley Druckenmiller q9 · Duquesne Family Office | ROKU Roku Inc | Q1 2025 | 0 | 1.1% |
| 43 | Stanley Druckenmiller q9 · Duquesne Family Office | DELL Delta Air Lines Inc Del | Q4 2025 | 0 | 1.0% |
| 44 | Howard Marks q9 · Oaktree Capital | IVV ISHARES RUSSELL 2000 ETF | Q2 2025 | 0 | 0.9% |
| 45 | Howard Marks q9 · Oaktree Capital | GRAB GRAB HOLDINGS LTD | Q1 2025 | 0 | 0.9% |
| 46 | Stanley Druckenmiller q9 · Duquesne Family Office | LSXMA Liberty Media Corp Del | Q3 2025 | 0 | 0.7% |
| 47 | Stanley Druckenmiller q9 · Duquesne Family Office | GS Goldman Sachs Group Inc | Q2 2025 | 0 | 0.7% |
| 48 | Stanley Druckenmiller q9 · Duquesne Family Office | ADBE Adobe Inc | Q2 2024 | 0 | 0.7% |
| 49 | Howard Marks q9 · Oaktree Capital | XP XP INC | Q3 2025 | 0 | 0.6% |
| 50 | Stanley Druckenmiller q9 · Duquesne Family Office | PDD Pg&E Corp | Q3 2025 | 0 | 0.6% |
| 51 | Howard Marks q9 · Oaktree Capital | PDD PDD HOLDINGS INC | Q3 2024 | 0 | 0.6% |
| 52 | Stanley Druckenmiller q9 · Duquesne Family Office | GS Goldman Sachs Group Inc | Q4 2025 | 0 | 0.5% |
| 53 | Stanley Druckenmiller q9 · Duquesne Family Office | XPO Xpo Inc | Q2 2025 | 0 | 0.5% |
| 54 | Howard Marks q9 · Oaktree Capital | KE KE HOLDINGS INC | Q1 2025 | 0 | 0.5% |
| 55 | Terry Smith q9 · Fundsmith | INTU INTUIT | Q1 2025 | 0 | 0.5% |
| 56 | Stanley Druckenmiller q9 · Duquesne Family Office | CRH Crh Plc | Q3 2024 | 0 | 0.5% |
| 57 | Seth Klarman q9 · Baupost Group | VRSN VERISIGN INC | Q2 2024 | 0 | 0.5% |
| 58 | Stanley Druckenmiller q9 · Duquesne Family Office | RH Rh | Q4 2025 | 0 | 0.4% |
| 59 | Howard Marks q9 · Oaktree Capital | BAIDU BAIDU INC | Q1 2025 | 0 | 0.4% |
| 60 | Terry Smith q9 · Fundsmith | GRACO GRACO INC | Q4 2024 | 0 | 0.4% |
| 61 | Stanley Druckenmiller q9 · Duquesne Family Office | TPG Tpg Inc | Q3 2024 | 0 | 0.4% |
| 62 | Howard Marks q9 · Oaktree Capital | ONITY ONITY GROUP INC | Q4 2025 | 0 | 0.3% |
| 63 | Stanley Druckenmiller q9 · Duquesne Family Office | APP Applovin Corp | Q1 2025 | 0 | 0.3% |
| 64 | Terry Smith q9 · Fundsmith | IDEX IDEX CORP | Q4 2024 | 0 | 0.3% |
| 65 | Stanley Druckenmiller q9 · Duquesne Family Office | USB Us Bancorp Del | Q3 2024 | 0 | 0.3% |
| 66 | Stanley Druckenmiller q9 · Duquesne Family Office | ARGAN Argan Inc | Q4 2025 | 0 | 0.2% |
| 67 | Stanley Druckenmiller q9 · Duquesne Family Office | PFE Philip Morris Intl Inc | Q4 2025 | 0 | 0.2% |
| 68 | Howard Marks q9 · Oaktree Capital | YPF YPF SA | Q2 2025 | 0 | 0.2% |
| 69 | Howard Marks q9 · Oaktree Capital | MKS MKS INC | Q2 2025 | 0 | 0.2% |
| 70 | Howard Marks q9 · Oaktree Capital | LILAK LIBERTY LATIN AMERICA LTD | Q2 2025 | 0 | 0.2% |
| 71 | Stanley Druckenmiller q9 · Duquesne Family Office | LEN Lennar Corp | Q2 2025 | 0 | 0.2% |
| 72 | Stanley Druckenmiller q9 · Duquesne Family Office | SBUX Starbucks Corp | Q3 2024 | 0 | 0.2% |
| 73 | Stanley Druckenmiller q9 · Duquesne Family Office | XPO Xpo Inc | Q3 2024 | 0 | 0.2% |
| 74 | Howard Marks q9 · Oaktree Capital | ONITY ONITY GROUP INC | Q2 2024 | 0 | 0.2% |
| 75 | Stanley Druckenmiller q9 · Duquesne Family Office | EQT Eqt Corp | Q2 2024 | 0 | 0.2% |
| 76 | Stanley Druckenmiller q9 · Duquesne Family Office | SEA Sea Ltd | Q2 2024 | 0 | 0.2% |
| 77 | Howard Marks q9 · Oaktree Capital | ITRON ITRON INC | Q4 2025 | 0 | 0.1% |
| 78 | Howard Marks q9 · Oaktree Capital | FIVE9 FIVE9 INC | Q3 2025 | 0 | 0.1% |
| 79 | Stanley Druckenmiller q9 · Duquesne Family Office | MNST Mongodb Inc | Q3 2025 | 0 | 0.1% |
| 80 | Howard Marks q9 · Oaktree Capital | JBS JBS NV | Q2 2025 | 0 | 0.1% |
| 81 | Stanley Druckenmiller q9 · Duquesne Family Office | DHR Danaher Corporation | Q2 2025 | 0 | 0.1% |
| 82 | Howard Marks q9 · Oaktree Capital | FLUOR FLUOR CORP | Q3 2024 | 0 | 0.1% |
| 83 | Howard Marks q9 · Oaktree Capital | MARA MARA HOLDINGS INC | Q3 2024 | 0 | 0.1% |
| 84 | Howard Marks q9 · Oaktree Capital | OKTA OKTA INC | Q3 2024 | 0 | 0.1% |
| 85 | Howard Marks q9 · Oaktree Capital | PPL PPL CORP | Q3 2024 | 0 | 0.1% |
| 86 | Howard Marks q9 · Oaktree Capital | XP XP INC | Q3 2024 | 0 | 0.1% |
| 87 | Stanley Druckenmiller q9 · Duquesne Family Office | ARM Arm Holdings Plc | Q3 2024 | 0 | 0.1% |
| 88 | Howard Marks q9 · Oaktree Capital | LYFT LYFT INC | Q3 2025 | 0 | 0.0% |
| 89 | Howard Marks q9 · Oaktree Capital | Q2 Q2 HOLDINGS INC | Q3 2025 | 0 | 0.0% |
| 90 | Howard Marks q9 · Oaktree Capital | BILL BILL HOLDINGS INC | Q2 2025 | 0 | 0.0% |
| 91 | Howard Marks q9 · Oaktree Capital | GUESS GUESS INC | Q1 2025 | 0 | 0.0% |
| 92 | Howard Marks q9 · Oaktree Capital | LYFT LYFT INC | Q1 2025 | 0 | 0.0% |
| 93 | Howard Marks q9 · Oaktree Capital | NICE NICE LTD | Q1 2025 | 0 | 0.0% |
| 94 | Howard Marks q9 · Oaktree Capital | ABNB AIRBNB INC | Q3 2024 | 0 | 0.0% |
| 95 | Howard Marks q9 · Oaktree Capital | ZS ZSCALER INC | Q3 2024 | 0 | 0.0% |
| 96 | Howard Marks q9 · Oaktree Capital | NEVRO NEVRO CORP | Q2 2024 | 0 | 0.0% |
| 97 | Howard Marks q9 · Oaktree Capital | FIVE9 FIVE9 INC | Q2 2024 | 0 | 0.0% |
| 98 | Li Lu q8 · Himalaya Capital | PDD PDD HOLDINGS INC | Q2 2025 | 0 | 17.9% |
| 99 | Lee Ainslie q8 · Maverick Capital | SPG SPDR S&P 500 ETF TR | Q3 2025 | 0 | 6.5% |
| 100 | Polen Capital q8 · Polen Capital Management | ORCL ORACLE CORP | Q3 2024 | 0 | 3.9% |
| 101 | Lee Ainslie q8 · Maverick Capital | SPG SPDR S&P 500 ETF TR | Q1 2025 | 0 | 2.8% |
| 102 | Polen Capital q8 · Polen Capital Management | IONQ INTUITIVE SURGICAL INC | Q4 2025 | 0 | 2.0% |
| 103 | Polen Capital q8 · Polen Capital Management | IBKR IDEXX LABS INC | Q2 2025 | 0 | 2.0% |
| 104 | Andreas Halvorsen q8 · Viking Global Investors | SEA SEA LTD | Q1 2025 | 0 | 1.7% |
| 105 | Chase Coleman q8 · Tiger Global Management | APP APPLOVIN CORP | Q1 2025 | 0 | 1.7% |
| 106 | Lee Ainslie q8 · Maverick Capital | WDAY WORKDAY INC | Q4 2024 | 0 | 1.7% |
| 107 | Chase Coleman q8 · Tiger Global Management | QCOM QUALCOMM INC | Q2 2024 | 0 | 1.7% |
| 108 | Lee Ainslie q8 · Maverick Capital | API API GROUP CORP | Q4 2025 | 0 | 1.6% |
| 109 | Lee Ainslie q8 · Maverick Capital | T AT&T INC | Q1 2025 | 0 | 1.6% |
| 110 | Polen Capital q8 · Polen Capital Management | SBUX STARBUCKS CORP | Q1 2025 | 0 | 1.6% |
| 111 | Andreas Halvorsen q8 · Viking Global Investors | GEV GE VERNOVA INC | Q2 2024 | 0 | 1.6% |
| 112 | Li Lu q8 · Himalaya Capital | CROCS CROCS INC | Q4 2025 | 0 | 1.5% |
| 113 | Polen Capital q8 · Polen Capital Management | INTU INTUIT | Q3 2025 | 0 | 1.5% |
| 114 | Andreas Halvorsen q8 · Viking Global Investors | AON AON PLC | Q3 2025 | 0 | 1.3% |
| 115 | Lee Ainslie q8 · Maverick Capital | DHR DANAHER CORPORATION | Q2 2025 | 0 | 1.3% |
| 116 | Chase Coleman q8 · Tiger Global Management | GEV GE VERNOVA INC | Q1 2025 | 0 | 1.2% |
| 117 | Andreas Halvorsen q8 · Viking Global Investors | BLOCK BLOCK INC | Q2 2025 | 0 | 1.1% |
| 118 | Lee Ainslie q8 · Maverick Capital | ANSYS ANSYS INC | Q3 2024 | 0 | 1.1% |
| 119 | Lee Ainslie q8 · Maverick Capital | HESS HESS CORP | Q2 2024 | 0 | 1.1% |
| 120 | Chase Coleman q8 · Tiger Global Management | PDD PDD HOLDINGS INC | Q4 2024 | 0 | 1.0% |
| 121 | Chase Coleman q8 · Tiger Global Management | ZS ZSCALER INC | Q4 2024 | 0 | 1.0% |
| 122 | Chase Coleman q8 · Tiger Global Management | AMAT APPLIED MATLS INC | Q2 2024 | 0 | 1.0% |
| 123 | Lee Ainslie q8 · Maverick Capital | WDAY WORKDAY INC | Q2 2025 | 0 | 0.9% |
| 124 | Chase Coleman q8 · Tiger Global Management | SHW SHERWIN WILLIAMS CO | Q3 2024 | 0 | 0.9% |
| 125 | Andreas Halvorsen q8 · Viking Global Investors | PGR PROGRESSIVE CORP | Q4 2025 | 0 | 0.8% |
| 126 | Andreas Halvorsen q8 · Viking Global Investors | AMD ADVANCED MICRO DEVICES INC | Q2 2025 | 0 | 0.8% |
| 127 | Andreas Halvorsen q8 · Viking Global Investors | INTU INTUIT | Q2 2024 | 0 | 0.8% |
| 128 | Lee Ainslie q8 · Maverick Capital | PGR PROGRESSIVE CORP | Q4 2025 | 0 | 0.7% |
| 129 | Andreas Halvorsen q8 · Viking Global Investors | SAIA SAIA INC | Q2 2025 | 0 | 0.7% |
| 130 | Andreas Halvorsen q8 · Viking Global Investors | AON AON PLC | Q3 2024 | 0 | 0.7% |
| 131 | Andreas Halvorsen q8 · Viking Global Investors | FIGMA FIGMA INC | Q4 2025 | 0 | 0.6% |
| 132 | Andreas Halvorsen q8 · Viking Global Investors | LOW LOWES COS INC | Q4 2025 | 0 | 0.6% |
| 133 | Andreas Halvorsen q8 · Viking Global Investors | CHEWY CHEWY INC | Q3 2025 | 0 | 0.6% |
| 134 | Andreas Halvorsen q8 · Viking Global Investors | SBUX STARBUCKS CORP | Q3 2024 | 0 | 0.6% |
| 135 | Andreas Halvorsen q8 · Viking Global Investors | MMM 3M CO | Q2 2024 | 0 | 0.6% |
| 136 | Andreas Halvorsen q8 · Viking Global Investors | UBS UBS GROUP AG | Q2 2024 | 0 | 0.6% |
| 137 | Lee Ainslie q8 · Maverick Capital | CRH CRH PLC | Q2 2024 | 0 | 0.6% |
| 138 | Andreas Halvorsen q8 · Viking Global Investors | CBRE CBRE GROUP INC | Q3 2025 | 0 | 0.5% |
| 139 | Andreas Halvorsen q8 · Viking Global Investors | INTU INTUIT | Q3 2025 | 0 | 0.5% |
| 140 | Andreas Halvorsen q8 · Viking Global Investors | CRM CME GROUP INC | Q2 2025 | 0 | 0.5% |
| 141 | Andreas Halvorsen q8 · Viking Global Investors | LEN LENNAR CORP | Q1 2025 | 0 | 0.5% |
| 142 | Bill Ackman q8 · Pershing Square Capital | HTZ HERTZ GLOBAL HLDGS INC | Q1 2025 | 0 | 0.5% |
| 143 | Andreas Halvorsen q8 · Viking Global Investors | AMT AMERICAN TOWER CORP NEW | Q4 2024 | 0 | 0.5% |
| 144 | Andreas Halvorsen q8 · Viking Global Investors | TRV TRAVELERS COMPANIES INC | Q4 2024 | 0 | 0.5% |
| 145 | Andreas Halvorsen q8 · Viking Global Investors | ZS ZSCALER INC | Q3 2024 | 0 | 0.5% |
| 146 | Bill Ackman q8 · Pershing Square Capital | SEA SEAPORT ENTMT GROUP INC | Q3 2024 | 0 | 0.5% |
| 147 | Andreas Halvorsen q8 · Viking Global Investors | CHTR CHARTER COMMUNICATIONS INC N | Q2 2024 | 0 | 0.5% |
| 148 | Andreas Halvorsen q8 · Viking Global Investors | SHW SHERWIN WILLIAMS CO | Q2 2024 | 0 | 0.5% |
| 149 | Chase Coleman q8 · Tiger Global Management | BLOCK BLOCK INC | Q1 2025 | 0 | 0.4% |
| 150 | Andreas Halvorsen q8 · Viking Global Investors | GM GENERAL MTRS CO | Q4 2024 | 0 | 0.4% |
| 151 | Andreas Halvorsen q8 · Viking Global Investors | CRM SALESFORCE INC | Q2 2024 | 0 | 0.4% |
| 152 | Chase Coleman q8 · Tiger Global Management | MNST MONGODB INC | Q3 2025 | 0 | 0.3% |
| 153 | Andreas Halvorsen q8 · Viking Global Investors | UBS UBS GROUP AG | Q2 2025 | 0 | 0.3% |
| 154 | Andreas Halvorsen q8 · Viking Global Investors | DHR DANAHER CORPORATION | Q1 2025 | 0 | 0.3% |
| 155 | Andreas Halvorsen q8 · Viking Global Investors | CHTR CHARTER COMMUNICATIONS INC N | Q4 2024 | 0 | 0.3% |
| 156 | Andreas Halvorsen q8 · Viking Global Investors | ALL ALLSTATE CORP | Q2 2024 | 0 | 0.3% |
| 157 | Lee Ainslie q8 · Maverick Capital | CSX CSX CORP | Q4 2025 | 0 | 0.2% |
| 158 | Andreas Halvorsen q8 · Viking Global Investors | APP APPLOVIN CORP | Q4 2024 | 0 | 0.2% |
| 159 | Andreas Halvorsen q8 · Viking Global Investors | APTIV APTIV PLC | Q4 2024 | 0 | 0.2% |
| 160 | Andreas Halvorsen q8 · Viking Global Investors | QCOM QUALCOMM INC | Q4 2024 | 0 | 0.2% |
| 161 | Andreas Halvorsen q8 · Viking Global Investors | SNAP SNAP INC | Q4 2024 | 0 | 0.2% |
| 162 | Lee Ainslie q8 · Maverick Capital | SEA SEA LTD | Q2 2025 | 0 | 0.1% |
| 163 | Chase Coleman q8 · Tiger Global Management | OKLO OKLO INC | Q2 2024 | 0 | 0.1% |
| 164 | Chase Coleman q8 · Tiger Global Management | ZKH ZKH GROUP LTD | Q2 2024 | 0 | 0.1% |
| 165 | Joel Greenblatt q8 · Gotham Asset Management | ARQ ARQ INC | Q4 2025 | 0 | 0.0% |
| 166 | Joel Greenblatt q8 · Gotham Asset Management | COPA COPA HOLDINGS SA | Q4 2025 | 0 | 0.0% |
| 167 | Joel Greenblatt q8 · Gotham Asset Management | EMERA EMERA INC | Q4 2025 | 0 | 0.0% |
| 168 | Joel Greenblatt q8 · Gotham Asset Management | ICON ICON PLC | Q4 2025 | 0 | 0.0% |
| 169 | Joel Greenblatt q8 · Gotham Asset Management | KT KT CORP | Q4 2025 | 0 | 0.0% |
| 170 | Joel Greenblatt q8 · Gotham Asset Management | LLYVK LIBERTY LIVE HOLDINGS INC | Q4 2025 | 0 | 0.0% |
| 171 | Joel Greenblatt q8 · Gotham Asset Management | MBIA MBIA INC | Q4 2025 | 0 | 0.0% |
| 172 | Joel Greenblatt q8 · Gotham Asset Management | NCINO NCINO INC | Q4 2025 | 0 | 0.0% |
| 173 | Joel Greenblatt q8 · Gotham Asset Management | SASOL SASOL LTD | Q4 2025 | 0 | 0.0% |
| 174 | Joel Greenblatt q8 · Gotham Asset Management | TORM TORM PLC | Q4 2025 | 0 | 0.0% |
| 175 | Polen Capital q8 · Polen Capital Management | AXT AXT INC | Q4 2025 | 0 | 0.0% |
| 176 | Polen Capital q8 · Polen Capital Management | FIGS FIGS INC | Q4 2025 | 0 | 0.0% |
| 177 | Polen Capital q8 · Polen Capital Management | GAP GAP INC | Q4 2025 | 0 | 0.0% |
| 178 | Polen Capital q8 · Polen Capital Management | JFROG JFROG LTD | Q4 2025 | 0 | 0.0% |
| 179 | Polen Capital q8 · Polen Capital Management | LYFT LYFT INC | Q4 2025 | 0 | 0.0% |
| 180 | Chase Coleman q8 · Tiger Global Management | FIGMA FIGMA INC | Q3 2025 | 0 | 0.0% |
| 181 | Joel Greenblatt q8 · Gotham Asset Management | AFYA AFYA LTD | Q3 2025 | 0 | 0.0% |
| 182 | Joel Greenblatt q8 · Gotham Asset Management | ALICO ALICO INC | Q3 2025 | 0 | 0.0% |
| 183 | Joel Greenblatt q8 · Gotham Asset Management | BANK7 BANK7 CORP | Q3 2025 | 0 | 0.0% |
| 184 | Joel Greenblatt q8 · Gotham Asset Management | EGAIN EGAIN CORP | Q3 2025 | 0 | 0.0% |
| 185 | Joel Greenblatt q8 · Gotham Asset Management | GEVO GEVO INC | Q3 2025 | 0 | 0.0% |
| 186 | Joel Greenblatt q8 · Gotham Asset Management | KOPIN KOPIN CORP | Q3 2025 | 0 | 0.0% |
| 187 | Joel Greenblatt q8 · Gotham Asset Management | LCNB LCNB CORP | Q3 2025 | 0 | 0.0% |
| 188 | Joel Greenblatt q8 · Gotham Asset Management | MARA MARA HOLDINGS INC | Q3 2025 | 0 | 0.0% |
| 189 | Joel Greenblatt q8 · Gotham Asset Management | MAREX MAREX GROUP PLC | Q3 2025 | 0 | 0.0% |
| 190 | Joel Greenblatt q8 · Gotham Asset Management | MYOMO MYOMO INC | Q3 2025 | 0 | 0.0% |
| 191 | Joel Greenblatt q8 · Gotham Asset Management | ONITY ONITY GROUP INC | Q3 2025 | 0 | 0.0% |
| 192 | Joel Greenblatt q8 · Gotham Asset Management | P10 P10 INC | Q3 2025 | 0 | 0.0% |
| 193 | Joel Greenblatt q8 · Gotham Asset Management | RH RH | Q3 2025 | 0 | 0.0% |
| 194 | Joel Greenblatt q8 · Gotham Asset Management | VUZIX VUZIX CORP | Q3 2025 | 0 | 0.0% |
| 195 | Polen Capital q8 · Polen Capital Management | BAIDU BAIDU INC | Q3 2025 | 0 | 0.0% |
| 196 | Polen Capital q8 · Polen Capital Management | CAVA CAVA GROUP INC | Q3 2025 | 0 | 0.0% |
| 197 | Polen Capital q8 · Polen Capital Management | CHEWY CHEWY INC | Q3 2025 | 0 | 0.0% |
| 198 | Polen Capital q8 · Polen Capital Management | PEP PEPSICO INC | Q3 2025 | 0 | 0.0% |
| 199 | Polen Capital q8 · Polen Capital Management | PG PROCTER AND GAMBLE CO | Q3 2025 | 0 | 0.0% |
| 200 | Chase Coleman q8 · Tiger Global Management | ETORO ETORO GROUP LTD | Q2 2025 | 0 | 0.0% |
How fresh conviction is detected
Rarity filter on top-holdings index
- 1. Action filter. Only new actions count — adds to existing positions live on /biggest-buys.
- 2. Rarity filter. The ticker must currently be held as a top holding by two or fewer managers across the entire HoldLens fleet. Above that threshold, the name has already joined a crowd.
- 3. Ranking. Loneliness (3 − current owner count) descending, tiebroken by manager quality, then book impact.
This page is deliberately the opposite of /consensus and /crowded-trades. Consensus measures agreement. Fresh conviction measures isolation — the rarest, highest-signal bets in the archive.
Not investment advice. Rarity computed against current top-holdings index. Methodology.