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. First Solar Inc (FSLR)
2. Amer Sports Inc (AS)
3. SPDR Gold Shares (GLD)
4. Nu Holdings Ltd (NU)
5. RTX Corp (RTX)
6. Reddit Inc (RDDT)
7. Coherent Corp (COHR)
8. Sea Ltd (SE)
9. AppFolio Inc (APPF)
10. Bank Of America Corp. (BAC)
11. DoorDash, Inc (DASH)
12. Rocket Lab Corp. (RKLB)
13. Danaher Corp (DHR)
14. Coinbase Global Inc (COIN)
15. Lilly(Eli) & Co (LLY)
16. VanEck Semiconductor ETF (SMH)
17. Intuitive Surgical Inc (ISRG)
18. Citigroup, Inc (C)
19. Micron Technology, Inc (MU)
20. Rocket Companies, Inc (RKT)
21. Lam Research Corp (LRCX)
22. MercadoLibre Inc (MELI)
23. Transdigm Group Incorporated (TDG)
24. PDD Holdings Inc (PDD)
25. Tower Semiconductor Ltd (TSEM)
26. Coupang Inc (CPNG)
27. Berkshire Hathaway Inc Class A (BRK.A)
28. Berkshire Hathaway Inc Class B (BRK.B)
29. JPMorgan Chase & Co. (JPM)
30. GE Aerospace (GE)
31. Western Digital Corp (WDC)
32. Seagate Technology Holdings Plc (STX)
33. Ciena Corp (CIEN)
34. Salesforce Inc (CRM)
35. Wells Fargo & Co (WFC)
36. Vertiv Holdings Co (VRT)
37. ServiceNow Inc (NOW)
38. Alphabet Inc. Class A (GOOGL)
39. Advanced Micro Devices Inc (AMD)
40. Goldman Sachs Group Inc (GS)
41. Alphabet Inc. Class C (GOOG)
42. AbbVie Inc (ABBV)
43. GE Vernova Inc (GEV)
44. S&P Global Inc (SPGI)
45. Shopify Inc (SHOP)
46. Broadcom Inc (AVGO)
47. Snowflake, Inc (SNOW)
48. Fair Isaac Corp (FICO)
49. Mastercard Inc (MA)
50. Meta Platforms Inc (META)
51. MongoDB Inc (MDB)
52. Sandisk Corp (SNDK)
53. Unity Software Inc (U)
54. On Holding AG (ONON)
55. Celestica, Inc (CLS)
56. Nebius Group NV (YNDX)
57. Amazon.com Inc (AMZN)
58. Apple Inc (AAPL)
59. Vanguard S&P 500 ETF (VOO)
60. Apollo Global Management Inc (APO)
61. Taiwan Semiconductor Manufacturing (TSM)
62. Microsoft Corporation (MSFT)
63. Moodys Corp (MCO)
64. Cloudflare Inc (NET)
65. Invesco QQQ Trust, Series 1 (QQQ)
66. Brookfield Corporation (BN)
67. Palantir Technologies Inc (PLTR)
68. Costco Co (COST)
69. Oracle Corp (ORCL)
70. NVIDIA Corp (NVDA)
71. VISA Inc (V)
72. ASML Holding NV (ASML)
73. Applied Materials Inc (AMAT)
74. Walmart Inc (WMT)
75. Lumentum Holdings Inc (LITE)
76. Crowdstrike Holdings Inc (CRWD)
77. Robinhood Markets Inc (HOOD)
78. Spotify Technology SA (SPOT)
79. Applovin Corp (APP)
80. Booking Holdings Inc (BKNG)
81. QUALCOMM Inc (QCOM)
82. iShares Bitcoin Trust ETF (IBIT)
83. Uber Technologies Inc (UBER)
84. Alibaba Group Holding Ltd (BABA)
85. Tesla Inc (TSLA)
86. Netflix Inc (NFLX)
87. KLA Corp (KLAC)
88. Carvana Co (CVNA)
89. Corning Inc (GLW)
90. Bloom Energy Corp (BE)
91. State Street SPDR S&P 500 ETF Trust (SPY)
92. iShares Core S&P 500 ETF (IVV)