Quarterly pulse
What changed in Q2 2025
New money, crowded names, and exits — computed across every 13F book we have for the quarter.
Largest new buys
- AstraZeneca PLCAZN · 1 new books$96.9M
- Amrize LtdAMRZ · 1 new books$95.5M
- Marvell Technology, Inc.MRVL · 4 new books$82.8M
- Agnico Eagle Mines LtdAEM · 1 new books$71.1M
- Hubspot IncHUBS · 2 new books$68.8M
- Icon PlcICLR · 1 new books$67.7M
- Uber Technologies, IncUBER · 4 new books$34.2M
- Palantir Technologies Inc.PLTR · 5 new books$28.4M
- Itt Inc.ITT · 3 new books$22.3M
- GE Vernova Inc.GEV · 6 new books$21.2M
- Rocket Lab CorpRKLB · 8 new books$21M
- Spotify Technology S.A.SPOT · 4 new books$20.5M
Most new holders
- Ralliant CorpRAL · 10 holders now+9
- Rocket Lab CorpRKLB · 11 holders now+8
- CoreWeave, Inc.CRWV · 9 holders now+7
- GE Vernova Inc.GEV · 30 holders now+6
- D-Wave Quantum Inc.QBTS · 11 holders now+6
- Broadcom Inc.AVGO · 55 holders now+5
- Tesla, Inc.TSLA · 47 holders now+5
- Palantir Technologies Inc.PLTR · 36 holders now+5
- Advanced Micro Devices IncAMD · 32 holders now+5
- Applovin CorpAPP · 28 holders now+5
- Conagra Brands Inc.CAG · 17 holders now+5
- Reddit, Inc.RDDT · 14 holders now+5
Largest exits
- Becton Dickinson & CoBDX · 2 sold out$331.9M
- Deere & CoDE · 2 sold out$255.6M
- Cheniere Energy, Inc.LNG · 2 sold out$54.2M
- Viasat IncVSAT · 2 sold out$50M
- Vistra Corp.VST · 2 sold out$42.4M
- Parker-Hannifin CorpPH · 3 sold out$37.2M
- Linde PlcLIN · 1 sold out$36.5M
- Palo Alto Networks IncPANW · 3 sold out$36.1M
- Zscaler, Inc.ZS · 3 sold out$35M
- Assured Guaranty LtdAGO · 1 sold out$26.5M
- Anaptysbio, IncANAB · 1 sold out$24.2M
- Aflac IncAFL · 1 sold out$22.3M