Funds that buy things because someone decided to. ARK, Avantis, Corgi, Sprott and Amplify's thematic line. Option-income funds are excluded here on purpose β their stock book is collateral for an overlay and churns by design, so counting it as conviction was putting other people's mechanics on this board.
Aug 26, 2026 Β· active-equity funds only
41 stock-picking funds ($35.2B combined, income funds excluded) blended by AUM β net position changes since yesterday.
β Accumulating
ROBINHOOD MARKETS INC - A
1.21β1.27% Β· 6 funds
BEAM THERAPEUTICS INC
0.65β0.69% Β· 3 funds
CRISPR THERAPEUTICS AG
1.18β1.22% Β· 3 funds
CEREBRAS SYSTEMS INC - A
0.51β0.54% Β· 2 funds
CIRCLE INTERNET GROUP INC COMMON STOCK
1.42β1.44% Β· 8 funds
TWIST BIOSCIENCE CORP
1.17β1.20% Β· 3 funds
COINBASE GLOBAL INC -CLASS A
1.37β1.39% Β· 8 funds
ADVANCED MICRO DEVICES
1.22β1.24% Β· 8 funds
INTELLIA THERAPEUTICS INC
0.45β0.47% Β· 3 funds
RECURSION PHARMACEUTICALS-A
0.29β0.31% Β· 3 funds
PACIFIC BIOSCIENCES OF CALIF
0.08β0.09% Β· 3 funds
ABSCI CORP
0.20β0.21% Β· 2 funds
β Trimming
TESLA INC
2.55β2.50% Β· 7 funds
PALANTIR TECHNOLOGIES INC-A
1.09β1.05% Β· 7 funds
AMAZON.COM INC COMMON STOCK USD.01
1.19β1.17% Β· 9 funds
10X GENOMICS INC-CLASS A
1.01β0.99% Β· 4 funds
ALPHABET INC-CL C
0.69β0.68% Β· 5 funds
ARCHER AVIATION INC-A
0.38β0.37% Β· 3 funds
ELI LILLY + CO COMMON STOCK
0.47β0.46% Β· 4 funds
BROADCOM INC
0.54β0.53% Β· 6 funds
ILLUMINA INC
0.41β0.40% Β· 3 funds
KRATOS DEFENSE & SECURITY
0.48β0.47% Β· 3 funds
CLOUDFLARE INC - CLASS A
0.36β0.35% Β· 6 funds
RUBRIK INC-A
0.15β0.14% Β· 3 funds
Conviction-scored buys across stock-picking funds
Accumulated for 3+ consecutive trading days by at least one fund
Distributed for 3+ consecutive trading days by at least one fund
No multi-day selling streaks right now.
Same name, opposite directions β stock-pickers only
No genuine conflicts today. Most βdivergencesβ on the old mixed board were an equity manager on one side and an option overlay on the other, which isn't a disagreement β one made a call on the company, the other needed something to write contracts against.
Drift-adjusted weight movement by sector