# Biggest New Hedge-Fund Positions in Q2 2026

> Stocks the most 13F funds opened as brand-new positions in Q2 2026, ranked by distinct funds initiating. Sourced to SEC EDGAR.
> Period: Q2 2026. Teaser: top 25 of 100 ranked names.
> Board recomputed 2026-09-18 from the latest effective filings.
> Honeywell Aerospace was opened by 1,130 funds this quarter.

## Ranking (teaser)

| # | Ticker | Issuer | funds opening | Share | Value |
|---|--------|--------|------|-------|-------|
| 1 | HONA | Honeywell Aerospace | 1130 | 20% | $4.8B |
| 2 | SPCX | Space Exploration Techn-CL A | 933 | 17% | $106.7B |
| 3 | INTC | Intel | 611 | 11% | $5.0B |
| 4 | MU | Micron Technology | 580 | 10% | $5.8B |
| 5 | FDXF | Fedex Freight Holding Co | 563 | 10% | $2.1B |
| 6 | AMD | Advanced Micro Devices | 524 | 9% | $3.8B |
| 7 | DD | Dupont De Nemours | 479 | 9% | $1.4B |
| 8 | CCL | Carnival Corp | 461 | 8% | $2.9B |
| 9 | SNDK | Sandisk | 458 | 8% | $4.7B |
| 10 | MRVL | Marvell Technology | 415 | 7% | $2.2B |
| 11 | AMAT | Applied Materials | 393 | 7% | $4.5B |
| 12 | DELL | Dell Technologies -C | 349 | 6% | $1.1B |
| 13 | LRCX | Lam Research | 332 | 6% | $1.9B |
| 14 | GLW | Corning | 327 | 6% | $718.3M |
| 15 | STX | Seagate Technology Holdings | 306 | 6% | $3.3B |
| 16 | WDC | Western Digital | 298 | 5% | $867.8M |
| 17 | PANW | Palo Alto Networks | 292 | 5% | $1.4B |
| 18 | KLAC | KLA | 273 | 5% | $1.5B |
| 19 | GEV | GE Vernova | 269 | 5% | $1.2B |
| 20 | TXN | Texas Instruments | 261 | 5% | $1.1B |
| 21 | TSM | Taiwan Semiconductor ADR | 258 | 5% | $2.1B |
| 22 | ASML | ASML Holding NV- | 247 | 4% | $1.4B |
| 23 | CRWD | Crowdstrike Holdings Class A | 246 | 4% | $882.6M |
| 24 | LITE | Lumentum Holdings | 244 | 4% | $2.0B |
| 25 | CSCO | Cisco Systems | 223 | 4% | $445.1M |

ETFs and index wrappers (11 in the top 100) are listed separately on the human page, not in this stock teaser.

## 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Computed from the latest non-superseded 13F filing of every tracked fund as of Q2 2026, grouped by security.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. No look-ahead. Counts reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
- Claude Code: `claude mcp add --transport http arkolith https://arkolith.com/api/mcp --header "Authorization: Bearer YOUR_API_KEY"`
- Discovery: `tools/list` costs no credits but needs the API key (the server answers 401 without one); `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F (public domain).
- Human page: https://arkolith.com/rank/new-positions
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product. $1 trial at signup: 300 research credits over three days, then $29/mo, cancel any time. Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._