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Heaviest smart-money buys · Q4 2025

What tracked superinvestors are buying.

The stocks with the heaviest aggregate BUY conviction across 30 tracked portfolio managers' latest 13F filings. Ranked on a single signed score: +100 = strongest tracked-consensus BUY, −100 = strongest tracked-consensus SELL. This page shows the positive side. A ticker appears on exactly one list.

The score aggregates 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. Full method at /methodology, including the 2026 backtest over 221 ticker-quarter pairs.

HoldLens tracks institutional positioning — it's not a stock picker. Our 2026 backtest over 221 ticker-quarter pairs found the ConvictionScore has no predictive signal for forward returns (Pearson r = −0.12). The rankings show what the best portfolio managers were BUYING and SELLING at the latest 13F — useful as market intelligence, not as personal investment advice.
1
GE logo
GE
GE Aerospace
Industrials6Q BUY
HIGH BUY · +41
Score +41 / +100 · 1 manager buying
+ Hohn(+12%)
2
OXY logo
OXY
Occidental Petroleum
Energy7Q BUY
MODERATE BUY · +33
Score +33 / +100 · 3 managers buying
+ Watsa(+15%)+ Buffett(+12%)+ Greenblatt(+46%)
3
BABA logo
BABA
Alibaba
Technology6Q BUY
MODERATE BUY · +33
Score +33 / +100 · 5 managers buying
+ Tepper(+30%)+ Slater(+99%)+ Burry(+30%)+ Greenblatt(+181%)★ NEW Ainslie
4
FICO logo
FICO
Fair Isaac
Technology
MODERATE BUY · +32
Score +32 / +100 · 3 managers buying
+ Akre(+6%)+ Rolfe(+8%)+ Greenblatt(+46%)
5
SCHW logo
SCHW
Charles Schwab
Financials4Q BUY
MODERATE BUY · +26
Score +26 / +100 · 2 managers buying
★ NEW Armitage+ Greenberg(+10%)
6
HEI logo
HEI
HEICO Corp
Industrials
MODERATE BUY · +25
Score +25 / +100 · 2 managers buying
+ Kantesaria(+12%)+ Greenblatt(+15%)
7
COHR logo
COHR
Coherent
Technology4Q BUY
MODERATE BUY · +24
Score +24 / +100 · 2 managers buying
+ Druckenmiller(+22%)+ Greenblatt(+159%)
8
MSCI logo
MSCI
MSCI Inc
Financials
MODERATE BUY · +22
Score +22 / +100 · 2 managers buying
+ Kantesaria(+8%)+ Slater(+22%)
9
CB logo
CB
Chubb
Financials4Q BUY
MODERATE BUY · +20
Score +20 / +100 · 4 managers buying
★ NEW Rolfe★ NEW Halvorsen+ Buffett(+8%)+ Greenblatt(+52%)
10
MU logo
MU
Micron Technology
Technology2Q BUY
MODERATE BUY · +20
Score +20 / +100 · 2 managers buying
+ Tepper(+250%)+ Pabrai(+10%)
11
BN logo
BN
Brookfield Corp
Financials8Q BUY
MODERATE BUY · +16
Score +16 / +100 · 6 managers buying
+ Akre(+40%)+ Ackman(+10%)+ Slater(+45%)+ Mandel(+50%)+ Greenblatt(+7%)+ Ainslie(+33%)
12
NVDA logo
NVDA
NVIDIA
Technology6Q BUY
MODERATE BUY · +16
Score +16 / +100 · 4 managers buying
+ Tepper(+25%)+ Slater(+20%)+ Halvorsen(+18%)+ Greenblatt(+18%)
13
PLTR logo
PLTR
PLTR
2Q BUY
MODERATE BUY · +16
Score +16 / +100 · 1 manager buying
+ Druckenmiller(+45%)
14
TRMD logo
TRMD
Torm plc
Industrials7Q BUY
MODERATE BUY · +15
Score +15 / +100 · 1 manager buying
+ Marks(+8%)
15
DPZ logo
DPZ
DPZ
4Q BUY
MODERATE BUY · +13
Score +13 / +100 · 2 managers buying
+ Buffett(+18%)+ Greenblatt(+142%)
16
UBER logo
UBER
Uber
Industrials2Q BUY
MODERATE BUY · +13
Score +13 / +100 · 3 managers buying
★ NEW Tepper+ Ackman(+35%)+ Greenblatt(+27%)
17
JD logo
JD
JD.com
Technology6Q BUY
MODERATE BUY · +13
Score +13 / +100 · 1 manager buying
+ Burry(+18%)
18
MA logo
MA
Mastercard
Financials5Q BUY
MODERATE BUY · +13
Score +13 / +100 · 3 managers buying
+ Akre(+4%)★ NEW Mandel+ Rochon(+6%)
19
GRBK logo
GRBK
Green Brick Partners
Real Estate3Q BUY
MODERATE BUY · +12
Score +12 / +100 · 2 managers buying
★ NEW Capital+ Einhorn(+4%)
20
KHC logo
KHC
Kraft Heinz
Consumer Staples
MODERATE BUY · +12
Score +12 / +100 · 1 manager buying
+ Greenblatt(+17%)
21
GOLD logo
GOLD
GOLD
2Q BUY
MODERATE BUY · +9
Score +9 / +100 · 1 manager buying
+ Burry(+55%)
22
MCO logo
MCO
Moody's Corp
Financials
MODERATE BUY · +9
Score +9 / +100 · 2 managers buying
+ Kantesaria(+4%)+ Mueffling(+10%)
23
V logo
V
Visa
Financials2Q BUY
MODERATE BUY · +8
Score +8 / +100 · 4 managers buying
+ Greenberg(+8%)★ NEW Mandel+ Rochon(+5%)+ Halvorsen(+38%)
24
TSM logo
TSM
Taiwan Semi
Technology4Q BUY
MODERATE BUY · +7
Score +7 / +100 · 4 managers buying
+ Tepper(+7%)+ Capital(+13%)+ Rolfe(+18%)+ Halvorsen(+25%)
25
NOVO logo
NOVO
Novo Nordisk
Healthcare
MODERATE BUY · +6
Score +6 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
26
MELI logo
MELI
MercadoLibre
Consumer Discretionary2Q BUY
MODERATE BUY · +5
Score +5 / +100 · 1 manager buying
+ Slater(+12%)
27
NKE logo
NKE
Nike
Consumer Discretionary6Q BUY
MODERATE BUY · +4
Score +4 / +100 · 3 managers buying
+ Ackman(+20%)+ Nygren(+72%)+ Greenblatt(+24%)
28
NOW logo
NOW
ServiceNow
Technology
MODERATE BUY · +4
Score +4 / +100 · 3 managers buying
+ Capital(+15%)+ Coleman(+609%)+ Greenblatt(+953%)
29
CMG logo
CMG
Chipotle Mexican Grill
Consumer Discretionary2Q SELL
MODERATE BUY · +4
Score +4 / +100 · 3 managers buying
+ Druckenmiller(+68%)+ Greenblatt(+342%)★ NEW Ainslie
30
SPGI logo
SPGI
S&P Global
Financials
MODERATE BUY · +4
Score +4 / +100 · 1 manager buying
+ Greenblatt(+10%)
31
QSR logo
QSR
Restaurant Brands International
Consumer Discretionary
MODERATE BUY · +4
Score +4 / +100 · 3 managers buying
+ Druckenmiller(+7%)★ NEW Klarman+ Greenblatt(+187%)
32
BAC logo
BAC
Bank of America
Financials5Q SELL
MODERATE BUY · +3
Score +3 / +100 · 2 managers buying
+ Lu(+12%)+ Greenblatt(+22%)
33
CVS logo
CVS
CVS Health
Healthcare
MODERATE BUY · +3
Score +3 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
34
MSFT logo
MSFT
Microsoft
Technology5Q BUY
MODERATE BUY · +2
Score +2 / +100 · 4 managers buying
+ Tepper(+8%)+ Smith(+5%)+ Armitage(+12%)+ Halvorsen(+22%)
35
ARM logo
ARM
ARM
MODERATE BUY · +2
Score +2 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.
36
DIS logo
DIS
The Walt Disney Company
Communication
MODERATE BUY · +1
Score +1 / +100
No fresh buys this quarter — score reflects historical conviction, insider activity, and trend streaks.

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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.