All stocks shown can be considered to have "increased" interest from 13F filers during the quarter, even those with a color closer to blue than red (hot).

Results based on 13F activity

1. Mastec Inc. (MTZ)
2. Lumentum Holdings Inc (LITE)
3. Toast Inc (TOST)
4. EchoStar Corp (SATS)
5. Arm Holdings plc (ARM)
6. Tower Semiconductor Ltd (TSEM)
7. GE Vernova Inc (GEV)
8. Exxon Mobil Corp. (XOM)
9. Onto Innovation Inc (ONTO)
10. Axon Enterprise Inc (AXON)
11. Invesco S&P 500 Equal Weight ETF (RSP)
12. Nebius Group NV (NBIS)
13. Netflix Inc (NFLX)
14. Union Pacific Corp (UNP)
15. Booking Holdings Inc (BKNG)
16. Cloudflare Inc (NET)
17. Corning Inc (GLW)
18. MKS Inc. (MKSI)
19. State Street SPDR S&P 500 ETF Trust (SPY)
20. Walmart Inc (WMT)
21. Spotify Technology SA (SPOT)
22. Carvana Co (CVNA)
23. Uber Technologies Inc (UBER)
24. Goldman Sachs Group Inc (GS)
25. Taiwan Semiconductor Manufacturing (TSM)
26. Coherent Corp (COHR)
27. Seagate Technology Holdings Plc (STX)
28. Palantir Technologies Inc (PLTR)
29. Vertiv Holdings Co (VRT)
30. PDD Holdings Inc (PDD)
31. Crowdstrike Holdings Inc (CRWD)
32. Lam Research Corp (LRCX)
33. Advanced Micro Devices Inc (AMD)
34. Vanguard S&P 500 ETF (VOO)
35. Fabrinet (FN)
36. Applovin Corp (APP)
37. Western Digital Corp (WDC)
38. Amazon.com Inc (AMZN)
39. Apple Inc (AAPL)
40. iShares Core S&P 500 ETF (IVV)
41. KLA Corp (KLAC)
42. Vanguard Total Stock Market ETF (VTI)
43. Marvell Technology Inc (MRVL)
44. VanEck Semiconductor ETF (SMH)
45. Alibaba Group Holding Ltd (BABA)
46. Teradyne Inc (TER)
47. Shopify Inc (SHOP)
48. Alphabet Inc. Class A (GOOGL)
49. Meta Platforms Inc (META)
50. Tesla Inc (TSLA)
51. Citigroup, Inc (C)
52. NVIDIA Corp (NVDA)
53. ASML Holding NV (ASML)
54. Sea Ltd (SE)
55. VISA Inc (V)
56. On Holding AG (ONON)
57. Mastercard Inc (MA)
58. GE Aerospace (GE)
59. Microsoft Corporation (MSFT)
60. Broadcom Inc (AVGO)
61. Coupang Inc (CPNG)
62. Berkshire Hathaway Inc Class B (BRK.B)
63. Alphabet Inc. Class C (GOOG)
64. Berkshire Hathaway Inc Class A (BRK.A)
65. Lilly(Eli) & Co (LLY)
66. iShares Bitcoin Trust ETF (IBIT)
67. Applied Materials Inc (AMAT)
68. Costco Co (COST)
69. JPMorgan Chase & Co. (JPM)
70. DoorDash, Inc (DASH)
71. AppFolio Inc (APPF)
72. Micron Technology, Inc (MU)
73. Rocket Companies, Inc (RKT)
74. SPDR Gold Shares (GLD)
75. Invesco QQQ Trust, Series 1 (QQQ)
76. Bloom Energy Corp (BE)
77. MACOM Technology Solutions Holdings Inc (MTSI)
78. Ciena Corp (CIEN)
79. Sandisk Corp (SNDK)
80. Nu Holdings Ltd (NU)
81. Bank Of America Corp. (BAC)
82. MercadoLibre Inc (MELI)
83. Transdigm Group Incorporated (TDG)