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ArkolithLeaderboardsNew positions

Biggest New Hedge-Fund Positions This Quarter

Names the most funds opened from scratch: fresh institutional bets.

SEC EDGAR 13F · Q2 2026{ }Get this as JSON / MCP

New positions

100 names · Q2 2026
#Companyfunds openingValue
1
VERSANT MEDIA GROUP INCVSNT
221 funds opening
$1.7B
2
SANDISK CORPSNDK
209 funds opening
$3.2B
3
MICRON TECHNOLOGY INCMU
203 funds opening
$2.7B
4
LUMENTUM HOLDINGS INCLITE
170 funds opening
$2.3B
5
SUNBELT RENTALS HOLDINGS INCSUNB
167 funds opening
$10.6B
6
INTEL CORPINTC
166 funds opening
$1.3B
7
ADVANCED MICRO DEVICESAMD
158 funds opening
$1.1B
8
APPLIED MATERIALS INCAMAT
150 funds opening
$1.6B
9
CORNING INCGLW
147 funds opening
$1.7B
10
HONEYWELL AEROSPACE INC
140 funds opening
$286.9M
11
WESTERN DIGITAL CORPWDC
127 funds opening
$1.6B
12
ASML HOLDING NV-NY REG SHSASML
125 funds opening
$2.3B
13
MARVELL TECHNOLOGY INCMRVL
124 funds opening
$1.1B
14
SEAGATE TECHNOLOGY HOLDINGSSTX
123 funds opening
$987.5M
15
WATERS CORPWAT
122 funds opening
$1.6B
16
COHERENT CORPCOHR
122 funds opening
$444.2M
17
GE VERNOVA INCGEV
120 funds opening
$546.3M
18
LAM RESEARCH CORPLRCX
119 funds opening
$1.6B
19
SPACE EXPLORATION TECHN CORP
117 funds opening
$544.3M
20
FORGENT POWER SOLUTIONS INCFPS
114 funds opening
$1.8B
21
PINNACLE FINANCIAL PARTNERSPNFP
114 funds opening
$644.7M
22
INDIVIOR PLCINDV
113 funds opening
$1.3B
23
VERTIV HOLDINGS CO-AVRT
107 funds opening
$298.8M
24
TERADYNE INCTER
106 funds opening
$1.2B
25
DELL TECHNOLOGIES -CDELL
106 funds opening
$348.8M
26
BLOOM ENERGY CORP- ABE
105 funds opening
$1.6B
27
OCCIDENTAL PETROLEUM CORPOXY
105 funds opening
$473.2M
28
QNITY ELECTRONICS INCQ
104 funds opening
$815.1M
29
TAIWAN SEMICONDUCTOR-SP ADRTSM
103 funds opening
$1.9B
30
KLA CORPKLAC
102 funds opening
$1.2B
31
CIENA CORPCIEN
102 funds opening
$680.6M
32
SOLSTICE ADV MATERIALS INCSOLS
101 funds opening
$515.7M
33
LINDE PLCLIN
100 funds opening
$2.2B
34
PALO ALTO NETWORKS INCPANW
99 funds opening
$763.0M
35
DEFINIUM THERAPEUTICS INCDFTX
99 funds opening
$742.9M
36
REVOLUTION MEDICINES INCRVMD
99 funds opening
$629.1M
37
ANALOG DEVICES INCADI
95 funds opening
$1.4B
38
TEXAS INSTRUMENTS INCTXN
92 funds opening
$1.7B
39
HALLIBURTON COHAL
92 funds opening
$608.2M
40
DOW INCDOW
92 funds opening
$605.3M
41
SLB LTDSLB
90 funds opening
$793.2M
42
CROWDSTRIKE HOLDINGS INC - ACRWD
90 funds opening
$354.0M
43
CATERPILLAR INCCAT
89 funds opening
$425.8M
44
CHENIERE ENERGY INCLNG
88 funds opening
$435.7M
45
VALERO ENERGY CORPVLO
87 funds opening
$431.2M
46
DEVON ENERGY CORPDVN
86 funds opening
$1.2B
47
CISCO SYSTEMS INCCSCO
86 funds opening
$668.5M
48
NEBIUS GROUP NVNBIS
86 funds opening
$464.2M
49
BROADCOM INCAVGO
85 funds opening
$1.7B
50
LYONDELLBASELL INDU-CL ALYB
85 funds opening
$793.5M
51
UNITEDHEALTH GROUP INCUNH
85 funds opening
$736.2M
52
GENERAC HOLDINGS INCGNRC
85 funds opening
$265.5M
53
NVIDIA CORPNVDA
84 funds opening
$5.8B
54
TARGET CORPTGT
84 funds opening
$301.9M
55
ARM HOLDINGS PLC-ADRARM
83 funds opening
$782.7M
56
COEUR MINING INCCDE
83 funds opening
$563.5M
57
AST SPACEMOBILE INCASTS
83 funds opening
$121.3M
58
APPLIED OPTOELECTRONICS INCAAOI
81 funds opening
$383.2M
59
AMPHENOL CORP-CL AAPH
80 funds opening
$954.6M
60
DEERE & CODE
80 funds opening
$379.5M
61
AKAMAI TECHNOLOGIES INCAKAM
79 funds opening
$1.2B
62
SM ENERGY COSM
79 funds opening
$483.0M
63
COMFORT SYSTEMS USA INCFIX
79 funds opening
$366.8M
64
CHEVRON CORPCVX
78 funds opening
$1.7B
65
FEDEX CORPFDX
78 funds opening
$1.3B
66
ROSS STORES INCROST
78 funds opening
$461.9M
67
PHILLIPS 66PSX
77 funds opening
$316.1M
68
DARLING INGREDIENTS INCDAR
77 funds opening
$190.9M
69
SERVICENOW INCNOW
76 funds opening
$844.8M
70
CONOCOPHILLIPSCOP
76 funds opening
$473.7M
71
NETFLIX INCNFLX
75 funds opening
$841.7M
72
BAKER HUGHES COBKR
75 funds opening
$589.7M
73
ISHARES EXPANDED TECH-SOFTWAIGV
75 funds opening
$214.5M
74
YORK SPACE SYSTEMS INCYSS
74 funds opening
$671.5M
75
FTAI AVIATION LTDFTAI
74 funds opening
$576.1M
76
ARISTA NETWORKS INCANET
74 funds opening
$500.9M
77
COREWEAVE INC-CL ACRWV
73 funds opening
$985.3M
78
NEWMONT CORPNEM
73 funds opening
$536.5M
79
MARRIOTT INTERNATIONAL -CL AMAR
73 funds opening
$436.2M
80
CF INDUSTRIES HOLDINGS INCCF
73 funds opening
$393.9M
81
MARATHON PETROLEUM CORPMPC
73 funds opening
$323.7M
82
ROCKET LAB CORPRKLB
72 funds opening
$113.4M
83
S&P GLOBAL INCSPGI
71 funds opening
$2.1B
84
ELI LILLY & COLLY
71 funds opening
$1.3B
85
KEYSIGHT TECHNOLOGIES INKEYS
71 funds opening
$679.8M
86
CREDO TECHNOLOGY GROUP HOLDICRDO
71 funds opening
$411.1M
87
ATRIUM THERAPEUTICS INCRNA
71 funds opening
$123.0M
88
ALPHABET INC-CL AGOOGL
70 funds opening
$2.7B
89
MASTEC INCMTZ
70 funds opening
$954.1M
90
EOG RESOURCES INCEOG
70 funds opening
$456.5M
91
DATADOG INC - CLASS ADDOG
70 funds opening
$330.0M
92
QUANTA SERVICES INCPWR
70 funds opening
$255.9M
93
ISHARES LRG CP CR ACT ETF-UIBLCR
70 funds opening
$247.6M
94
BP PLC-SPONS ADRBP
70 funds opening
$186.3M
95
MASIMO CORPMASI
69 funds opening
$2.3B
96
SPOTIFY TECHNOLOGY SASPOT
69 funds opening
$2.0B
97
AMCOR PLCAMCR
69 funds opening
$1.1B
98
NEXTPOWER INC-CL ANXT
69 funds opening
$400.9M
99
CASEY'S GENERAL STORES INCCASY
69 funds opening
$241.2M
100
CVS HEALTH CORPCVS
69 funds opening
$212.2M

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How this is computed

Computed from the latest non-superseded 13F filing of every tracked fund as of Q2 2026, grouped by security (a 13F shows long positions only, on a quarterly lag). Pick any quarter above to see that point-in-time ranking. No look-ahead. All data is public domain, sourced to SEC EDGAR 13F. The same ranking is available programmatically via the Arkolith API & MCP server.