Accelerators · crowd forming
Where the smart-money crowd is forming — not yet crowded.
187 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.
187
3Q+ accelerators
185
2Q accelerators
8Q
Longest run
Top 9 · longest accelerators
The crowd is forming here
8Q run
+16
BN
Brookfield Corp
Net +22 owners · 1 holders
2024-Q1 → 2025-Q4
7Q run
+16
NVDA
NVIDIA
Net +22 owners · 8 holders
2024-Q1 → 2025-Q3
7Q run
+1
ABNB
ABNB
Net +13 owners · 0 holders
2024-Q2 → 2025-Q4
7Q run
−2
BMRN
BMRN
Net +12 owners · 0 holders
2024-Q2 → 2025-Q4
7Q run
−1
ALCON
ALCON
Net +9 owners · 0 holders
2024-Q2 → 2025-Q4
7Q run
−4
SCHD
SCHD
Net +7 owners · 0 holders
2024-Q2 → 2025-Q4
7Q run
−4
EXPRO
EXPRO
Net +7 owners · 0 holders
2024-Q2 → 2025-Q4
7Q run
−4
ORIX
ORIX
Net +7 owners · 0 holders
2024-Q2 → 2025-Q4
7Q run
−4
SONY
SONY
Net +7 owners · 0 holders
2024-Q2 → 2025-Q4
Full list · 372 accelerators (2Q+)
Every accelerator, longest run first
| # | Run | Ticker | Net + | Conviction |
|---|---|---|---|---|
| 1 | 8Q ↑ | BN Brookfield Corp | +22 | +16 |
| 2 | 7Q ↑ | NVDA NVIDIA | +22 | +16 |
| 3 | 7Q ↑ | ABNB ABNB | +13 | +1 |
| 4 | 7Q ↑ | BMRN BMRN | +12 | −2 |
| 5 | 7Q ↑ | ALCON ALCON | +9 | −1 |
| 6 | 7Q ↑ | SCHD SCHD | +7 | −4 |
| 7 | 7Q ↑ | EXPRO EXPRO | +7 | −4 |
| 8 | 7Q ↑ | ORIX ORIX | +7 | −4 |
| 9 | 7Q ↑ | SONY SONY | +7 | −4 |
| 10 | 6Q ↑ | MRK MRK | +11 | 0 |
| 11 | 6Q ↑ | MEDP MEDP | +11 | −7 |
| 12 | 6Q ↑ | LOW LOW | +6 | −3 |
| 13 | 6Q ↑ | KW Kennedy-Wilson Holdings | +6 | −4 |
| 14 | 6Q ↑ | WAFD WAFD | +6 | −4 |
| 15 | 6Q ↑ | DKNG DKNG | +6 | −5 |
| 16 | 5Q ↑ | UBER Uber | +11 | +13 |
| 17 | 5Q ↑ | TEVA TEVA | +11 | +2 |
| 18 | 5Q ↑ | SCHW Charles Schwab | +9 | +26 |
| 19 | 5Q ↑ | NYT NYT | +9 | +4 |
| 20 | 5Q ↑ | KEYS KEYS | +9 | +3 |
| 21 | 5Q ↑ | ANET ANET | +8 | −10 |
| 22 | 5Q ↑ | NTRA NTRA | +6 | +4 |
| 23 | 5Q ↑ | NOBLE NOBLE | +6 | +4 |
| 24 | 5Q ↑ | OMF OMF | +5 | +6 |
| 25 | 5Q ↑ | BP BP | +5 | +1 |
| 26 | 5Q ↑ | VZ VZ | +5 | −4 |
| 27 | 5Q ↑ | CTS CTS | +5 | −4 |
| 28 | 5Q ↑ | GATX GATX | +5 | −4 |
| 29 | 5Q ↑ | SONOS SONOS | +5 | −4 |
| 30 | 5Q ↑ | KIRBY KIRBY | +5 | −5 |
| 31 | 5Q ↑ | TKO TKO | +5 | −5 |
| 32 | 5Q ↑ | AME AME | +5 | −5 |
| 33 | 5Q ↑ | TORO TORO | +5 | −6 |
| 34 | 5Q ↑ | BRC BRC | +5 | −6 |
| 35 | 5Q ↑ | KBR KBR | +5 | −6 |
| 36 | 5Q ↑ | RELX RELX | +5 | −7 |
| 37 | 5Q ↑ | PROS PROS | +5 | −7 |
| 38 | 4Q ↑ | META Meta Platforms | +13 | −4 |
| 39 | 4Q ↑ | FLUT FLUT | +12 | +3 |
| 40 | 4Q ↑ | ZTS ZTS | +9 | 0 |
| 41 | 4Q ↑ | COF Capital One Financial | +8 | −13 |
| 42 | 4Q ↑ | INTU INTU | +8 | −16 |
| 43 | 4Q ↑ | HEI HEICO Corp | +7 | +25 |
| 44 | 4Q ↑ | GRBK Green Brick Partners | +7 | +12 |
| 45 | 4Q ↑ | QSR Restaurant Brands International | +7 | +4 |
| 46 | 4Q ↑ | TW TW | +7 | +2 |
| 47 | 4Q ↑ | CGI CGI | +7 | +2 |
| 48 | 4Q ↑ | BSX BSX | +7 | −3 |
| 49 | 4Q ↑ | COP COP | +6 | 0 |
| 50 | 4Q ↑ | UBS UBS | +6 | −4 |
| 51 | 4Q ↑ | SAIA SAIA | +6 | −4 |
| 52 | 4Q ↑ | GPN GPN | +6 | −6 |
| 53 | 4Q ↑ | PPL PPL | +6 | −6 |
| 54 | 4Q ↑ | SIRI SIRI | +6 | −8 |
| 55 | 4Q ↑ | ALCOA ALCOA | +5 | +6 |
| 56 | 4Q ↑ | BLK BLK | +5 | −4 |
| 57 | 4Q ↑ | IBKR IBKR | +5 | −7 |
| 58 | 4Q ↑ | TRMD Torm plc | +4 | +15 |
| 59 | 4Q ↑ | GAP GAP | +4 | 0 |
| 60 | 4Q ↑ | BBY BBY | +4 | −4 |
| 61 | 4Q ↑ | ITT ITT | +4 | −4 |
| 62 | 4Q ↑ | AEGON AEGON | +4 | −4 |
| 63 | 4Q ↑ | DOLE DOLE | +4 | −4 |
| 64 | 4Q ↑ | DOCS DOCS | +4 | −4 |
| 65 | 4Q ↑ | ICL ICL | +4 | −4 |
| 66 | 4Q ↑ | LFUS LFUS | +4 | −4 |
| 67 | 4Q ↑ | FTV FTV | +4 | −5 |
| 68 | 4Q ↑ | AVNET AVNET | +4 | −5 |
| 69 | 4Q ↑ | LECO LECO | +4 | −5 |
| 70 | 4Q ↑ | ASGN ASGN | +4 | −5 |
| 71 | 4Q ↑ | AZZ AZZ | +4 | −5 |
| 72 | 4Q ↑ | BHP BHP | +4 | −5 |
| 73 | 4Q ↑ | GREIF GREIF | +4 | −5 |
| 74 | 4Q ↑ | GSK GSK | +4 | −5 |
| 75 | 4Q ↑ | HNI HNI | +4 | −5 |
| 76 | 4Q ↑ | RNGR RNGR | +4 | −5 |
| 77 | 4Q ↑ | SHELL SHELL | +4 | −5 |
| 78 | 4Q ↑ | UDR UDR | +4 | −5 |
| 79 | 4Q ↑ | ALLE ALLE | +4 | −5 |
| 80 | 4Q ↑ | CERUS CERUS | +4 | −6 |
| 81 | 4Q ↑ | LPX LPX | +4 | −6 |
| 82 | 4Q ↑ | MATIV MATIV | +4 | −6 |
| 83 | 4Q ↑ | QCR QCR | +4 | −6 |
| 84 | 4Q ↑ | EWBC EWBC | +4 | −6 |
| 85 | 4Q ↑ | GPK GPK | +4 | −7 |
| 86 | 4Q ↑ | GOGO GOGO | +4 | −7 |
| 87 | 4Q ↑ | LUCID LUCID | +4 | −7 |
| 88 | 4Q ↑ | SSNC SSNC | +4 | −8 |
| 89 | 4Q ↑ | DHT DHT | +4 | −8 |
| 90 | 3Q ↑ | VTI VTI | +8 | 0 |
| 91 | 3Q ↑ | DHI DHI | +8 | −9 |
| 92 | 3Q ↑ | PDD PDD | +8 | −12 |
| 93 | 3Q ↑ | UNP UNP | +7 | −4 |
| 94 | 3Q ↑ | CPRT CPRT | +6 | +8 |
| 95 | 3Q ↑ | IVV IVV | +6 | 0 |
| 96 | 3Q ↑ | CRH CRH | +6 | −1 |
| 97 | 3Q ↑ | STX Seagate Technology | +6 | −3 |
| 98 | 3Q ↑ | ZS ZS | +6 | −8 |
| 99 | 3Q ↑ | CSGP CoStar Group | +6 | −9 |
| 100 | 3Q ↑ | TSLA Tesla | +6 | −12 |
| 101 | 3Q ↑ | MSCI MSCI Inc | +5 | +22 |
| 102 | 3Q ↑ | MU Micron Technology | +5 | +20 |
| 103 | 3Q ↑ | IQV IQV | +5 | +3 |
| 104 | 3Q ↑ | STZ STZ | +5 | +2 |
| 105 | 3Q ↑ | GH GH | +5 | +1 |
| 106 | 3Q ↑ | CPT CPT | +5 | 0 |
| 107 | 3Q ↑ | ADPT ADPT | +5 | 0 |
| 108 | 3Q ↑ | CMCSA Comcast | +5 | −2 |
| 109 | 3Q ↑ | CNC CNC | +5 | −4 |
| 110 | 3Q ↑ | PORCH PORCH | +5 | −4 |
| 111 | 3Q ↑ | RRX RRX | +5 | −4 |
| 112 | 3Q ↑ | LRCX LRCX | +5 | −5 |
| 113 | 3Q ↑ | ALL ALL | +5 | −7 |
| 114 | 3Q ↑ | NU NU | +5 | −11 |
| 115 | 3Q ↑ | SLM SLM | +4 | +9 |
| 116 | 3Q ↑ | CDW CDW | +4 | +3 |
| 117 | 3Q ↑ | QXO QXO | +4 | +1 |
| 118 | 3Q ↑ | TSCO TSCO | +4 | +1 |
| 119 | 3Q ↑ | BRKR BRKR | +4 | −1 |
| 120 | 3Q ↑ | LAMR LAMR | +4 | −4 |
| 121 | 3Q ↑ | SNAP SNAP | +4 | −5 |
| 122 | 3Q ↑ | THC THC | +4 | −5 |
| 123 | 3Q ↑ | LIVN LIVN | +4 | −7 |
| 124 | 3Q ↑ | LILAK LILAK | +4 | −8 |
| 125 | 3Q ↑ | AER AER | +4 | −8 |
| 126 | 3Q ↑ | BLOCK BLOCK | +4 | −10 |
| 127 | 3Q ↑ | EQT EQT | +4 | −11 |
| 128 | 3Q ↑ | OSCR OSCR | +4 | −12 |
| 129 | 3Q ↑ | CB Chubb | +3 | +20 |
| 130 | 3Q ↑ | CPNG CPNG | +3 | +7 |
| 131 | 3Q ↑ | CMG Chipotle Mexican Grill | +3 | +4 |
| 132 | 3Q ↑ | TWFG TWFG | +3 | +4 |
| 133 | 3Q ↑ | MSI MSI | +3 | +2 |
| 134 | 3Q ↑ | HAL HAL | +3 | +1 |
| 135 | 3Q ↑ | HPP HPP | +3 | +1 |
| 136 | 3Q ↑ | SYF SYF | +3 | −2 |
| 137 | 3Q ↑ | TPG TPG | +3 | −2 |
| 138 | 3Q ↑ | WAT WAT | +3 | −2 |
| 139 | 3Q ↑ | CCK CCK | +3 | −3 |
| 140 | 3Q ↑ | BKV BKV | +3 | −4 |
| 141 | 3Q ↑ | CAE CAE | +3 | −4 |
| 142 | 3Q ↑ | IDEX IDEX | +3 | −4 |
| 143 | 3Q ↑ | PRA PRA | +3 | −4 |
| 144 | 3Q ↑ | RXO RXO | +3 | −4 |
| 145 | 3Q ↑ | DOVER DOVER | +3 | −5 |
| 146 | 3Q ↑ | AFLAC AFLAC | +3 | −5 |
| 147 | 3Q ↑ | ATI ATI | +3 | −5 |
| 148 | 3Q ↑ | ASO ASO | +3 | −5 |
| 149 | 3Q ↑ | AUR AUR | +3 | −5 |
| 150 | 3Q ↑ | BCE BCE | +3 | −5 |
| 151 | 3Q ↑ | BRAZE BRAZE | +3 | −5 |
| 152 | 3Q ↑ | BRKB BRKB | +3 | −5 |
| 153 | 3Q ↑ | COHU COHU | +3 | −5 |
| 154 | 3Q ↑ | ISRG ISRG | +3 | −5 |
| 155 | 3Q ↑ | NERDY NERDY | +3 | −5 |
| 156 | 3Q ↑ | PROG PROG | +3 | −5 |
| 157 | 3Q ↑ | RDNT RDNT | +3 | −5 |
| 158 | 3Q ↑ | CORT CORT | +3 | −5 |
| 159 | 3Q ↑ | ENPRO ENPRO | +3 | −5 |
| 160 | 3Q ↑ | ON24 ON24 | +3 | −5 |
| 161 | 3Q ↑ | SPIRE SPIRE | +3 | −5 |
| 162 | 3Q ↑ | ITRON ITRON | +3 | −6 |
| 163 | 3Q ↑ | KD KD | +3 | −6 |
| 164 | 3Q ↑ | LINDE LINDE | +3 | −6 |
| 165 | 3Q ↑ | EPLUS EPLUS | +3 | −6 |
| 166 | 3Q ↑ | MASCO MASCO | +3 | −6 |
| 167 | 3Q ↑ | NOKIA NOKIA | +3 | −6 |
| 168 | 3Q ↑ | RMR RMR | +3 | −6 |
| 169 | 3Q ↑ | UDEMY UDEMY | +3 | −6 |
| 170 | 3Q ↑ | PCOR PCOR | +3 | −6 |
| 171 | 3Q ↑ | SEA SEA | +3 | −7 |
| 172 | 3Q ↑ | FEDEX FEDEX | +3 | −7 |
| 173 | 3Q ↑ | BATRA BATRA | +3 | −7 |
| 174 | 3Q ↑ | BARK BARK | +3 | −7 |
| 175 | 3Q ↑ | BHF BHF | +3 | −7 |
| 176 | 3Q ↑ | FAST FAST | +3 | −7 |
| 177 | 3Q ↑ | GERON GERON | +3 | −7 |
| 178 | 3Q ↑ | NUVB NUVB | +3 | −7 |
| 179 | 3Q ↑ | DOMO DOMO | +3 | −8 |
| 180 | 3Q ↑ | XYL XYL | +3 | −8 |
| 181 | 3Q ↑ | GRAIL GRAIL | +3 | −8 |
| 182 | 3Q ↑ | MAR MAR | +3 | −8 |
| 183 | 3Q ↑ | CAVA CAVA | +3 | −9 |
| 184 | 3Q ↑ | FUNKO FUNKO | +3 | −9 |
| 185 | 3Q ↑ | ODP ODP | +3 | −9 |
| 186 | 3Q ↑ | FTI FTI | +3 | −10 |
| 187 | 3Q ↑ | GRACO GRACO | +3 | −11 |
| 188 | 2Q ↑ | FERG FERG | +7 | −8 |
| 189 | 2Q ↑ | BABA Alibaba | +6 | +33 |
| 190 | 2Q ↑ | APP APP | +6 | −14 |
| 191 | 2Q ↑ | NKE Nike | +5 | +4 |
| 192 | 2Q ↑ | ORLY ORLY | +5 | +1 |
| 193 | 2Q ↑ | NFLX Netflix | +5 | 0 |
| 194 | 2Q ↑ | ICE Intercontinental Exchange | +5 | 0 |
| 195 | 2Q ↑ | ON ON | +5 | −2 |
| 196 | 2Q ↑ | USB USB | +5 | −3 |
| 197 | 2Q ↑ | GE GE Aerospace | +4 | +41 |
| 198 | 2Q ↑ | OXY Occidental Petroleum | +4 | +33 |
| 199 | 2Q ↑ | FICO Fair Isaac | +4 | +32 |
| 200 | 2Q ↑ | RIG RIG | +4 | +18 |
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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
NVDA· NVIDIA
7Q · +22
24Q1
+2
24Q2
+6
24Q3
+3
24Q4
+2
25Q1
+4
25Q2
+2
25Q3
+3
25Q4
+0
ABNB· ABNB
7Q · +13
24Q1
+0
24Q2
+2
24Q3
+1
24Q4
+2
25Q1
+2
25Q2
+3
25Q3
+1
25Q4
+2
BMRN· BMRN
7Q · +12
24Q1
+0
24Q2
+3
24Q3
+1
24Q4
+2
25Q1
+1
25Q2
+3
25Q3
+1
25Q4
+1
ALCON· ALCON
7Q · +9
24Q1
+0
24Q2
+1
24Q3
+1
24Q4
+1
25Q1
+2
25Q2
+2
25Q3
+1
25Q4
+1
SCHD· SCHD
7Q · +7
24Q1
+0
24Q2
+1
24Q3
+1
24Q4
+1
25Q1
+1
25Q2
+1
25Q3
+1
25Q4
+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.