Fresh conviction · rarest buys
The trades nobody else is on
Across 8 quarters of 13F filings, 718 new positions were opened in tickers currently held by two managers or fewer. 576 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.
718
Lonely new trades
576
Zero other owners
110
Held by one other mgr
Top 10 · the loneliest conviction
Rarest new trades, ranked
Q3 2024·NEW
SIRISIRIUS XM HOLDINGS INC
ALONE
in fleet today
ConvictionScore: −8Book impact: 0.9%
Q4 2025·NEW
FNDFND
ALONE
in fleet today
“New Floor & Decor position — retail bet.”
ConvictionScore: −9Book impact: 0.8%
Q4 2025·NEW
LLYVKLIBERTY LIVE HOLDINGS INC
ALONE
in fleet today
ConvictionScore: +2Book impact: 0.5%
Q4 2024·NEW
STZCONSTELLATION BRANDS INC
ALONE
in fleet today
ConvictionScore: +2Book impact: 0.5%
Q3 2024·NEW
DPZDPZ
ALONE
in fleet today
“First Domino's position.”
ConvictionScore: +13Book impact: 0.4%
Q3 2024·NEW
POOLPOOL
ALONE
in fleet today
“New Pool Corp position.”
ConvictionScore: −12Book impact: 0.4%
Q3 2025·NEW
DPZDPZ
ALONE
in fleet today
“New Domino's Pizza position — surprise entry.”
ConvictionScore: +13Book impact: 0.3%
Q2 2025·NEW
NUCORNUCOR CORP
ALONE
in fleet today
ConvictionScore: −4Book impact: 0.3%
Q4 2025·NEW
NYTNEW YORK TIMES CO
ALONE
in fleet today
ConvictionScore: +4Book impact: 0.1%
Q2 2025·NEW
DHID R HORTON INC
ALONE
in fleet today
ConvictionScore: −9Book impact: 0.1%
HoldLens Pro · Founders pricing
Email alerts + conviction scores + alpha attribution
€9/mo founders · cancel anytime
See pricing →
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 | DHI D R HORTON INC | Q2 2025 | 0 | 0.1% |
| 11 | Warren Buffett q10 · Berkshire Hathaway | LAMR LAMAR ADVERTISING CO NEW | Q2 2025 | 0 | 0.1% |
| 12 | Warren Buffett q10 · Berkshire Hathaway | ULTA ULTA BEAUTY INC | Q2 2024 | 0 | 0.1% |
| 13 | Warren Buffett q10 · Berkshire Hathaway | ALLE ALLEGION PLC | Q2 2025 | 0 | 0.0% |
| 14 | Howard Marks q9 · Oaktree Capital | EXE EXPAND ENERGY CORP | Q4 2024 | 0 | 12.4% |
| 15 | Seth Klarman q9 · Baupost Group | WTW WILLIS TOWERS WATSON PLC LTD | Q4 2025 | 0 | 8.5% |
| 16 | Seth Klarman q9 · Baupost Group | ELV ELEVANCE HEALTH INC FORMERLY | Q4 2025 | 0 | 8.4% |
| 17 | Terry Smith q9 · Fundsmith | SYK STRYKER CORPORATION | Q4 2024 | 0 | 8.2% |
| 18 | Seth Klarman q9 · Baupost Group | UNP UNION PAC CORP | Q4 2025 | 0 | 7.1% |
| 19 | Seth Klarman q9 · Baupost Group | WCC WESCO INTL INC | Q4 2025 | 0 | 6.6% |
| 20 | Stanley Druckenmiller q9 · Duquesne Family Office | PFE Philip Morris Intl Inc | Q2 2024 | 0 | 6.4% |
| 21 | Seth Klarman q9 · Baupost Group | FERG FERGUSON ENTERPRISES INC | Q4 2024 | 0 | 5.7% |
| 22 | Seth Klarman q9 · Baupost Group | DG DOLLAR GEN CORP NEW | Q3 2024 | 0 | 5.5% |
| 23 | Seth Klarman q9 · Baupost Group | DG DOLLAR GEN CORP NEW | Q4 2025 | 0 | 5.2% |
| 24 | Stephen Mandel q9 · Lone Pine Capital | CVNA CARVANA CO | Q1 2025 | 0 | 4.9% |
| 25 | Seth Klarman q9 · Baupost Group | FERG FERGUSON ENTERPRISES INC | Q4 2025 | 0 | 4.8% |
| 26 | Stephen Mandel q9 · Lone Pine Capital | ASML ASML HOLDING N V | Q4 2025 | 0 | 4.8% |
| 27 | Stephen Mandel q9 · Lone Pine Capital | CRM SALESFORCE INC | Q3 2024 | 0 | 4.8% |
| 28 | Stephen Mandel q9 · Lone Pine Capital | DASH DOORDASH INC | Q4 2025 | 0 | 4.2% |
| 29 | Stephen Mandel q9 · Lone Pine Capital | LEN LENNAR CORP | Q3 2024 | 0 | 4.1% |
| 30 | David Rolfe q9 · Wedgewood Partners | ZTS ZOETIS INC | Q2 2025 | 0 | 3.8% |
| 31 | Stephen Mandel q9 · Lone Pine Capital | FLUT FLUTTER ENTMT PLC | Q4 2024 | 0 | 3.7% |
| 32 | Stanley Druckenmiller q9 · Duquesne Family Office | ENTG Entegris Inc | Q2 2025 | 0 | 3.3% |
| 33 | Stanley Druckenmiller q9 · Duquesne Family Office | ARM ARM | Q3 2025 | 0 | 3.2% |
| 34 | Stephen Mandel q9 · Lone Pine Capital | EQT EQT CORP | Q2 2025 | 0 | 3.1% |
| 35 | Seth Klarman q9 · Baupost Group | ELV ELEVANCE HEALTH INC | Q1 2025 | 0 | 3.1% |
| 36 | Stephen Mandel q9 · Lone Pine Capital | CRS CARPENTER TECHNOLOGY CORP | Q4 2025 | 0 | 3.0% |
| 37 | Stephen Mandel q9 · Lone Pine Capital | NU NU HLDGS LTD | Q3 2025 | 0 | 3.0% |
| 38 | Stanley Druckenmiller q9 · Duquesne Family Office | DELL Delta Air Lines Inc Del | Q4 2024 | 0 | 2.9% |
| 39 | Stephen Mandel q9 · Lone Pine Capital | SBUX STARBUCKS CORP | Q3 2024 | 0 | 2.9% |
| 40 | Stephen Mandel q9 · Lone Pine Capital | WDAY WORKDAY INC | Q3 2024 | 0 | 2.9% |
| 41 | Stanley Druckenmiller q9 · Duquesne Family Office | PLTR PLTR | Q3 2025 | 0 | 2.8% |
| 42 | David Tepper q9 · Appaloosa Management | INTC INTEL CORP | Q2 2025 | 0 | 2.8% |
| 43 | Stephen Mandel q9 · Lone Pine Capital | THC TENET HEALTHCARE CORP | Q4 2025 | 0 | 2.6% |
| 44 | Seth Klarman q9 · Baupost Group | CRH CRH PLC | Q4 2025 | 0 | 2.5% |
| 45 | Stephen Mandel q9 · Lone Pine Capital | BKNG BOOKING HOLDINGS INC | Q2 2025 | 0 | 2.5% |
| 46 | Stephen Mandel q9 · Lone Pine Capital | SEA SEA LTD | Q3 2025 | 0 | 2.4% |
| 47 | Seth Klarman q9 · Baupost Group | HLF HERBALIFE LTD | Q4 2025 | 0 | 2.3% |
| 48 | Howard Marks q9 · Oaktree Capital | ORCL ORACLE CORP | Q3 2025 | 0 | 2.2% |
| 49 | Howard Marks q9 · Oaktree Capital | TDS TELEPHONE AND DATA SYSTEMS INC | Q3 2025 | 0 | 2.2% |
| 50 | Stanley Druckenmiller q9 · Duquesne Family Office | CPT Camden Ppty Tr | Q2 2024 | 0 | 2.2% |
| 51 | Seth Klarman q9 · Baupost Group | MOH MOLINA HEALTHCARE INC | Q4 2025 | 0 | 2.1% |
| 52 | David Tepper q9 · Appaloosa Management | AMD ADVANCED MICRO DEVICES INC | Q3 2025 | 0 | 2.1% |
| 53 | Stephen Mandel q9 · Lone Pine Capital | CIENA CIENA CORP | Q3 2025 | 0 | 2.1% |
| 54 | Stanley Druckenmiller q9 · Duquesne Family Office | FLUT Flutter Entmt Plc | Q2 2024 | 0 | 2.1% |
| 55 | Stephen Mandel q9 · Lone Pine Capital | GEV GE VERNOVA INC | Q2 2024 | 0 | 2.1% |
| 56 | Seth Klarman q9 · Baupost Group | ICON ICON PLC | Q1 2025 | 0 | 2.0% |
| 57 | Howard Marks q9 · Oaktree Capital | TLN TALEN ENERGY CORP | Q3 2024 | 0 | 2.0% |
| 58 | Stephen Mandel q9 · Lone Pine Capital | ENTG ENTEGRIS INC | Q4 2025 | 0 | 1.9% |
| 59 | Stephen Mandel q9 · Lone Pine Capital | EQIX ETSY INC | Q3 2025 | 0 | 1.9% |
| 60 | Stanley Druckenmiller q9 · Duquesne Family Office | SLM Slm Corp | Q4 2024 | 0 | 1.9% |
| 61 | Stanley Druckenmiller q9 · Duquesne Family Office | IVV Ishares Tr | Q2 2025 | 0 | 1.8% |
| 62 | Stanley Druckenmiller q9 · Duquesne Family Office | CCCS Ccc Intelligent Solutions Hl | Q1 2025 | 0 | 1.7% |
| 63 | Stanley Druckenmiller q9 · Duquesne Family Office | GEV Ge Vernova Inc | Q2 2024 | 0 | 1.7% |
| 64 | Stanley Druckenmiller q9 · Duquesne Family Office | ALCOA Alcoa Corp | Q4 2025 | 0 | 1.6% |
| 65 | Stanley Druckenmiller q9 · Duquesne Family Office | ENTG Entegris Inc | Q4 2025 | 0 | 1.6% |
| 66 | Stanley Druckenmiller q9 · Duquesne Family Office | EQT Eqt Corp | Q1 2025 | 0 | 1.5% |
| 67 | Stanley Druckenmiller q9 · Duquesne Family Office | SPG Spdr S&P 500 Etf Tr | Q2 2025 | 0 | 1.4% |
| 68 | David Tepper q9 · Appaloosa Management | NRG NRG ENERGY INC | Q3 2024 | 0 | 1.4% |
| 69 | Stanley Druckenmiller q9 · Duquesne Family Office | CRH Crh Plc | Q3 2025 | 0 | 1.2% |
| 70 | Stanley Druckenmiller q9 · Duquesne Family Office | GEV Ge Vernova Inc | Q3 2025 | 0 | 1.2% |
| 71 | Seth Klarman q9 · Baupost Group | AMCOR AMCOR PLC | Q2 2025 | 0 | 1.2% |
| 72 | Stanley Druckenmiller q9 · Duquesne Family Office | NU Nu Hldgs Ltd | Q2 2025 | 0 | 1.2% |
| 73 | Stanley Druckenmiller q9 · Duquesne Family Office | SEA Sea Ltd | Q2 2025 | 0 | 1.2% |
| 74 | Chuck Akre q9 · Akre Capital Management | ABNB AIRBNB INC | Q2 2024 | 0 | 1.2% |
| 75 | David Rolfe q9 · Wedgewood Partners | IVV ISHARES TR | Q4 2025 | 0 | 1.1% |
| 76 | Howard Marks q9 · Oaktree Capital | NU NU HOLDINGS LTD/CAYMAN ISLANDS | Q3 2025 | 0 | 1.1% |
| 77 | Stanley Druckenmiller q9 · Duquesne Family Office | U Unity Software Inc | Q2 2025 | 0 | 1.1% |
| 78 | Stanley Druckenmiller q9 · Duquesne Family Office | ROKU Roku Inc | Q1 2025 | 0 | 1.1% |
| 79 | David Tepper q9 · Appaloosa Management | LVS LAS VEGAS SANDS CORP | Q3 2024 | 0 | 1.1% |
| 80 | Stephen Mandel q9 · Lone Pine Capital | TLN TALEN ENERGY CORP | Q3 2024 | 0 | 1.1% |
| 81 | Stanley Druckenmiller q9 · Duquesne Family Office | DELL Delta Air Lines Inc Del | Q4 2025 | 0 | 1.0% |
| 82 | David Tepper q9 · Appaloosa Management | CHK EXPAND ENERGY CORPORATION | Q4 2024 | 0 | 1.0% |
| 83 | Dev Kantesaria q9 · Valley Forge Capital | EFX EQUIFAX INC | Q4 2024 | 0 | 1.0% |
| 84 | David Tepper q9 · Appaloosa Management | BALL BALL CORP | Q4 2025 | 0 | 0.9% |
| 85 | Howard Marks q9 · Oaktree Capital | IVV ISHARES RUSSELL 2000 ETF | Q2 2025 | 0 | 0.9% |
| 86 | Stanley Druckenmiller q9 · Duquesne Family Office | CRS Carpenter Technology Corp | Q2 2025 | 0 | 0.9% |
| 87 | Howard Marks q9 · Oaktree Capital | GRAB GRAB HOLDINGS LTD | Q1 2025 | 0 | 0.9% |
| 88 | Stanley Druckenmiller q9 · Duquesne Family Office | TEVA Teva Pharmaceutical Inds Ltd | Q3 2024 | 0 | 0.9% |
| 89 | Stanley Druckenmiller q9 · Duquesne Family Office | CLF Cleveland-Cliffs Inc New | Q3 2025 | 0 | 0.8% |
| 90 | Stanley Druckenmiller q9 · Duquesne Family Office | LSXMA Liberty Media Corp Del | Q3 2025 | 0 | 0.7% |
| 91 | David Tepper q9 · Appaloosa Management | IQV IQVIA HLDGS INC | Q2 2025 | 0 | 0.7% |
| 92 | Stanley Druckenmiller q9 · Duquesne Family Office | GS Goldman Sachs Group Inc | Q2 2025 | 0 | 0.7% |
| 93 | Howard Marks q9 · Oaktree Capital | YUMC YUM CHINA HOLDINGS INC | Q3 2024 | 0 | 0.7% |
| 94 | Stanley Druckenmiller q9 · Duquesne Family Office | ADBE Adobe Inc | Q2 2024 | 0 | 0.7% |
| 95 | Stanley Druckenmiller q9 · Duquesne Family Office | ON On Semiconductor Corp | Q4 2025 | 0 | 0.6% |
| 96 | Howard Marks q9 · Oaktree Capital | MAR MARRIOTT INTERNATIONAL INC/MD | Q3 2025 | 0 | 0.6% |
| 97 | Howard Marks q9 · Oaktree Capital | XP XP INC | Q3 2025 | 0 | 0.6% |
| 98 | Stanley Druckenmiller q9 · Duquesne Family Office | PDD Pg&E Corp | Q3 2025 | 0 | 0.6% |
| 99 | Chuck Akre q9 · Akre Capital Management | CPRT COPART INC | Q2 2025 | 0 | 0.6% |
| 100 | Howard Marks q9 · Oaktree Capital | PDD PDD HOLDINGS INC | Q3 2024 | 0 | 0.6% |
| 101 | Howard Marks q9 · Oaktree Capital | CEG CONSTELLATION ENERGY CORP | Q2 2024 | 0 | 0.6% |
| 102 | Stanley Druckenmiller q9 · Duquesne Family Office | GS Goldman Sachs Group Inc | Q4 2025 | 0 | 0.5% |
| 103 | Stanley Druckenmiller q9 · Duquesne Family Office | XPO Xpo Inc | Q2 2025 | 0 | 0.5% |
| 104 | Howard Marks q9 · Oaktree Capital | KE KE HOLDINGS INC | Q1 2025 | 0 | 0.5% |
| 105 | Stanley Druckenmiller q9 · Duquesne Family Office | BBIO Bridgebio Pharma Inc | Q1 2025 | 0 | 0.5% |
| 106 | Terry Smith q9 · Fundsmith | INTU INTUIT | Q1 2025 | 0 | 0.5% |
| 107 | Stanley Druckenmiller q9 · Duquesne Family Office | CRH Crh Plc | Q3 2024 | 0 | 0.5% |
| 108 | Seth Klarman q9 · Baupost Group | VRSN VERISIGN INC | Q2 2024 | 0 | 0.5% |
| 109 | Stanley Druckenmiller q9 · Duquesne Family Office | RH Rh | Q4 2025 | 0 | 0.4% |
| 110 | David Tepper q9 · Appaloosa Management | DELL DELTA AIR LINES INC DEL | Q2 2025 | 0 | 0.4% |
| 111 | François Rochon q9 · Giverny Capital | BLDR BUILDERS FIRSTSOURCE INC | Q1 2025 | 0 | 0.4% |
| 112 | Howard Marks q9 · Oaktree Capital | BAIDU BAIDU INC | Q1 2025 | 0 | 0.4% |
| 113 | Stanley Druckenmiller q9 · Duquesne Family Office | CHK Expand Energy Corporation | Q1 2025 | 0 | 0.4% |
| 114 | Terry Smith q9 · Fundsmith | GRACO GRACO INC | Q4 2024 | 0 | 0.4% |
| 115 | Stanley Druckenmiller q9 · Duquesne Family Office | TPG Tpg Inc | Q3 2024 | 0 | 0.4% |
| 116 | Howard Marks q9 · Oaktree Capital | ONITY ONITY GROUP INC | Q4 2025 | 0 | 0.3% |
| 117 | Howard Marks q9 · Oaktree Capital | LIVN LIVANOVA PLC | Q1 2025 | 0 | 0.3% |
| 118 | Stanley Druckenmiller q9 · Duquesne Family Office | APP Applovin Corp | Q1 2025 | 0 | 0.3% |
| 119 | David Rolfe q9 · Wedgewood Partners | IVV ISHARES TR | Q4 2024 | 0 | 0.3% |
| 120 | Stanley Druckenmiller q9 · Duquesne Family Office | LYV Live Nation Entertainment In | Q4 2024 | 0 | 0.3% |
| 121 | Terry Smith q9 · Fundsmith | IDEX IDEX CORP | Q4 2024 | 0 | 0.3% |
| 122 | Stanley Druckenmiller q9 · Duquesne Family Office | ADSK Autodesk Inc | Q3 2024 | 0 | 0.3% |
| 123 | Stanley Druckenmiller q9 · Duquesne Family Office | MTB M & T Bk Corp | Q3 2024 | 0 | 0.3% |
| 124 | Stanley Druckenmiller q9 · Duquesne Family Office | USB Us Bancorp Del | Q3 2024 | 0 | 0.3% |
| 125 | Stanley Druckenmiller q9 · Duquesne Family Office | LYV Live Nation Entertainment In | Q2 2024 | 0 | 0.3% |
| 126 | Stanley Druckenmiller q9 · Duquesne Family Office | ARGAN Argan Inc | Q4 2025 | 0 | 0.2% |
| 127 | Stanley Druckenmiller q9 · Duquesne Family Office | DASH Doordash Inc | Q4 2025 | 0 | 0.2% |
| 128 | Stanley Druckenmiller q9 · Duquesne Family Office | PFE Philip Morris Intl Inc | Q4 2025 | 0 | 0.2% |
| 129 | François Rochon q9 · Giverny Capital | TWFG TWFG INC | Q2 2025 | 0 | 0.2% |
| 130 | Howard Marks q9 · Oaktree Capital | YPF YPF SA | Q2 2025 | 0 | 0.2% |
| 131 | Howard Marks q9 · Oaktree Capital | MKS MKS INC | Q2 2025 | 0 | 0.2% |
| 132 | Howard Marks q9 · Oaktree Capital | LILAK LIBERTY LATIN AMERICA LTD | Q2 2025 | 0 | 0.2% |
| 133 | Stanley Druckenmiller q9 · Duquesne Family Office | BLDR Builders Firstsource Inc | Q2 2025 | 0 | 0.2% |
| 134 | Stanley Druckenmiller q9 · Duquesne Family Office | DHI D R Horton Inc | Q2 2025 | 0 | 0.2% |
| 135 | Stanley Druckenmiller q9 · Duquesne Family Office | LEN Lennar Corp | Q2 2025 | 0 | 0.2% |
| 136 | François Rochon q9 · Giverny Capital | FERG FERGUSON ENTERPRISES INC | Q4 2024 | 0 | 0.2% |
| 137 | Terry Smith q9 · Fundsmith | DOCS DOXIMITY INC | Q4 2024 | 0 | 0.2% |
| 138 | Terry Smith q9 · Fundsmith | MEDP MEDPACE HLDGS INC | Q4 2024 | 0 | 0.2% |
| 139 | Terry Smith q9 · Fundsmith | ZTS ZOETIS INC | Q4 2024 | 0 | 0.2% |
| 140 | Stanley Druckenmiller q9 · Duquesne Family Office | SBUX Starbucks Corp | Q3 2024 | 0 | 0.2% |
| 141 | Stanley Druckenmiller q9 · Duquesne Family Office | XPO Xpo Inc | Q3 2024 | 0 | 0.2% |
| 142 | Howard Marks q9 · Oaktree Capital | ONITY ONITY GROUP INC | Q2 2024 | 0 | 0.2% |
| 143 | Howard Marks q9 · Oaktree Capital | GH GUARDANT HEALTH INC | Q2 2024 | 0 | 0.2% |
| 144 | Stanley Druckenmiller q9 · Duquesne Family Office | EQT Eqt Corp | Q2 2024 | 0 | 0.2% |
| 145 | Stanley Druckenmiller q9 · Duquesne Family Office | SEA Sea Ltd | Q2 2024 | 0 | 0.2% |
| 146 | Howard Marks q9 · Oaktree Capital | ITRON ITRON INC | Q4 2025 | 0 | 0.1% |
| 147 | Stephen Mandel q9 · Lone Pine Capital | BSX BOSTON SCIENTIFIC CORP | Q4 2025 | 0 | 0.1% |
| 148 | Howard Marks q9 · Oaktree Capital | FIVE9 FIVE9 INC | Q3 2025 | 0 | 0.1% |
| 149 | Stanley Druckenmiller q9 · Duquesne Family Office | MNST Mongodb Inc | Q3 2025 | 0 | 0.1% |
| 150 | Howard Marks q9 · Oaktree Capital | JBS JBS NV | Q2 2025 | 0 | 0.1% |
| 151 | Stanley Druckenmiller q9 · Duquesne Family Office | DHR Danaher Corporation | Q2 2025 | 0 | 0.1% |
| 152 | Stanley Druckenmiller q9 · Duquesne Family Office | TMO Thermo Fisher Scientific Inc | Q2 2025 | 0 | 0.1% |
| 153 | Howard Marks q9 · Oaktree Capital | HLF HERBALIFE LTD | Q1 2025 | 0 | 0.1% |
| 154 | Howard Marks q9 · Oaktree Capital | CPNG COUPANG INC | Q4 2024 | 0 | 0.1% |
| 155 | Stanley Druckenmiller q9 · Duquesne Family Office | IQV Iqvia Hldgs Inc | Q4 2024 | 0 | 0.1% |
| 156 | Stanley Druckenmiller q9 · Duquesne Family Office | NU Nu Hldgs Ltd | Q4 2024 | 0 | 0.1% |
| 157 | François Rochon q9 · Giverny Capital | YUMC YUM CHINA HLDGS INC | Q3 2024 | 0 | 0.1% |
| 158 | Howard Marks q9 · Oaktree Capital | FLUOR FLUOR CORP | Q3 2024 | 0 | 0.1% |
| 159 | Howard Marks q9 · Oaktree Capital | MARA MARA HOLDINGS INC | Q3 2024 | 0 | 0.1% |
| 160 | Howard Marks q9 · Oaktree Capital | OKTA OKTA INC | Q3 2024 | 0 | 0.1% |
| 161 | Howard Marks q9 · Oaktree Capital | PPL PPL CORP | Q3 2024 | 0 | 0.1% |
| 162 | Howard Marks q9 · Oaktree Capital | XP XP INC | Q3 2024 | 0 | 0.1% |
| 163 | John Armitage q9 · Egerton Capital | CLF CLEVELAND-CLIFFS INC NEW | Q3 2024 | 0 | 0.1% |
| 164 | Stanley Druckenmiller q9 · Duquesne Family Office | ARM Arm Holdings Plc | Q3 2024 | 0 | 0.1% |
| 165 | François Rochon q9 · Giverny Capital | SPG SPDR S&P 500 ETF | Q2 2024 | 0 | 0.1% |
| 166 | Stanley Druckenmiller q9 · Duquesne Family Office | BLDR Builders Firstsource Inc | Q2 2024 | 0 | 0.1% |
| 167 | François Rochon q9 · Giverny Capital | IONQ INTUITIVE SURGICAL INC | Q4 2025 | 0 | 0.0% |
| 168 | Howard Marks q9 · Oaktree Capital | LYFT LYFT INC | Q3 2025 | 0 | 0.0% |
| 169 | Howard Marks q9 · Oaktree Capital | Q2 Q2 HOLDINGS INC | Q3 2025 | 0 | 0.0% |
| 170 | John Armitage q9 · Egerton Capital | ORLA ORLA MNG LTD NEW | Q3 2025 | 0 | 0.0% |
| 171 | Howard Marks q9 · Oaktree Capital | BMRN BIOMARIN PHARMACEUTICAL INC | Q2 2025 | 0 | 0.0% |
| 172 | Howard Marks q9 · Oaktree Capital | BILL BILL HOLDINGS INC | Q2 2025 | 0 | 0.0% |
| 173 | David Tepper q9 · Appaloosa Management | BLOCK BLOCK INC | Q1 2025 | 0 | 0.0% |
| 174 | Howard Marks q9 · Oaktree Capital | GUESS GUESS INC | Q1 2025 | 0 | 0.0% |
| 175 | Howard Marks q9 · Oaktree Capital | LYFT LYFT INC | Q1 2025 | 0 | 0.0% |
| 176 | Howard Marks q9 · Oaktree Capital | NICE NICE LTD | Q1 2025 | 0 | 0.0% |
| 177 | François Rochon q9 · Giverny Capital | IONQ INTUITIVE SURGICAL INC | Q4 2024 | 0 | 0.0% |
| 178 | François Rochon q9 · Giverny Capital | J JACOBS SOLUTIONS INC | Q4 2024 | 0 | 0.0% |
| 179 | François Rochon q9 · Giverny Capital | LSXMA LIBERTY MEDIA CORP SERIES C LIBERTY MEDIA | Q3 2024 | 0 | 0.0% |
| 180 | Howard Marks q9 · Oaktree Capital | ABNB AIRBNB INC | Q3 2024 | 0 | 0.0% |
| 181 | Howard Marks q9 · Oaktree Capital | W WAYFAIR INC | Q3 2024 | 0 | 0.0% |
| 182 | Howard Marks q9 · Oaktree Capital | ZS ZSCALER INC | Q3 2024 | 0 | 0.0% |
| 183 | Howard Marks q9 · Oaktree Capital | NEVRO NEVRO CORP | Q2 2024 | 0 | 0.0% |
| 184 | Howard Marks q9 · Oaktree Capital | FIVE9 FIVE9 INC | Q2 2024 | 0 | 0.0% |
| 185 | Howard Marks q9 · Oaktree Capital | BMRN BIOMARIN PHARMACEUTICAL INC | Q2 2024 | 0 | 0.0% |
| 186 | Stanley Druckenmiller q9 · Duquesne Family Office | INSM Insmed Inc | Q2 2024 | 0 | 0.0% |
| 187 | Li Lu q8 · Himalaya Capital | PDD PDD HOLDINGS INC | Q2 2025 | 0 | 17.9% |
| 188 | Lee Ainslie q8 · Maverick Capital | SPG SPDR S&P 500 ETF TR | Q3 2025 | 0 | 6.5% |
| 189 | Polen Capital q8 · Polen Capital Management | ORCL ORACLE CORP | Q3 2024 | 0 | 3.9% |
| 190 | Chase Coleman q8 · Tiger Global Management | FLUT FLUTTER ENTMT PLC | Q3 2024 | 0 | 3.4% |
| 191 | Lee Ainslie q8 · Maverick Capital | SPG SPDR S&P 500 ETF TR | Q1 2025 | 0 | 2.8% |
| 192 | Lee Ainslie q8 · Maverick Capital | FERG FERGUSON ENTERPRISES INC | Q3 2024 | 0 | 2.6% |
| 193 | Lee Ainslie q8 · Maverick Capital | TMO THERMO FISHER SCIENTIFIC INC | Q4 2024 | 0 | 2.4% |
| 194 | Lee Ainslie q8 · Maverick Capital | CEG CONSTELLATION ENERGY CORP | Q4 2025 | 0 | 2.3% |
| 195 | Lee Ainslie q8 · Maverick Capital | UNP UNION PAC CORP | Q3 2025 | 0 | 2.3% |
| 196 | Andreas Halvorsen q8 · Viking Global Investors | DASH DOORDASH INC | Q2 2024 | 0 | 2.3% |
| 197 | Andreas Halvorsen q8 · Viking Global Investors | FLUT FLUTTER ENTMT PLC | Q3 2024 | 0 | 2.2% |
| 198 | William von Mueffling q8 · Cantillon Capital Management | FERG FERGUSON ENTERPRISES INC | Q3 2024 | 0 | 2.2% |
| 199 | Polen Capital q8 · Polen Capital Management | IONQ INTUITIVE SURGICAL INC | Q4 2025 | 0 | 2.0% |
| 200 | Polen Capital q8 · Polen Capital Management | IBKR IDEXX LABS INC | Q2 2025 | 0 | 2.0% |
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.