Grand Portfolio
Combined latest 13F portfolios of 86 superinvestors
Latest period:    Q2 2026 (reported so far)
Portfolio value:    $1,126 B
Holdings Qtr buys 6 month buys Qtr sells 6 month sells Below avg reported price Sector stats
Minimum % of at least one superinvestor portfolio:
Total number of stocks: 2,571
Symbol Stock % Ownership count Hold price* Max % Current price 52 week low % above 52 week low ▼ 52 week high
SNDK Sandisk Corp. 0.086 4 $635.34 18.79 $1,673.97 $40.10 4,074.49 $2,354.39
AXTI AXT, Inc. 0.001 2 $56.98 0.02 $50.46 $1.85 2,627.57 $143.16
BW Babcock & Wilcox Enterprises, Inc. 0.002 3 $14.69 0.52 $10.93 $0.87 1,152.00 $22.03
DMRA Damora Therapeutics, Inc. 0.005 1 $25.90 0.17 $28.00 $2.45 1,042.86 $38.33
ANRO Alto Neuroscience, Inc. 0.000 1 $22.48 0.00 $28.03 $2.53 1,007.91 $28.44
BE Bloom Energy Corp. 0.080 3 $135.49 22.79 $233.49 $24.04 871.26 $351.28
KOD Kodiak Sciences Inc. 0.000 1 $38.12 0.01 $41.10 $4.39 836.22 $47.84
MU Micron Technology, Inc. 0.058 5 $337.84 9.48 $937.00 $103.21 807.82 $1,254.81
WDC Western Digital Corp. 0.009 1 $270.49 0.30 $555.55 $64.06 767.28 $799.87
PRAX Praxis Precision Medicines, Inc. 0.000 1 $322.19 0.02 $314.56 $37.19 745.82 $366.52
LITE Lumentum Holdings Inc. 0.009 3 $702.76 0.42 $768.15 $90.98 744.31 $1,085.68
CELC Celcuity Inc. 0.000 1 $114.14 0.01 $103.79 $13.36 676.58 $151.02
ICHR Ichor Holdings, Ltd. 0.000 2 $46.61 0.01 $90.41 $13.12 589.10 $113.58
ORKA Oruka Therapeutics, Inc. 0.012 1 $49.05 0.37 $84.56 $12.84 558.57 $97.78
LESL Leslie's, Inc. 0.000 1 $1.12 0.04 $5.60 $0.87 543.68 $13.56
IRWD Ironwood Pharmaceuticals, Inc. 0.000 1 $3.51 0.00 $4.21 $0.67 528.36 $5.78
STX Seagate Technology Holdings plc 0.001 1 $391.76 0.04 $860.66 $137.17 527.45 $1,144.18
RLAY Relay Therapeutics, Inc. 0.000 1 $9.95 0.00 $18.73 $3.03 519.17 $20.79
BFLY Butterfly Network, Inc. 0.000 2 $4.04 0.01 $8.10 $1.32 513.64 $9.69
ANAB AnaptysBio, Inc. 0.000 1 $55.46 0.00 $69.81 $11.40 512.15 $72.36
AAOI Applied Optoelectronics, Inc. 0.000 2 $84.59 0.02 $111.88 $18.50 504.76 $233.67
VICR Vicor Corp. 0.000 2 $161.00 0.02 $252.16 $41.76 503.83 $382.65
OPEN Opendoor Technologies Inc. 0.000 1 $4.68 0.00 $4.49 $0.77 482.47 $10.87
CIEN Ciena Corp. 0.032 4 $388.23 2.51 $445.44 $76.89 479.32 $637.51
TE T1 Energy Inc. 0.004 1 $4.39 1.14 $6.55 $1.15 469.57 $12.49
DNTH Dianthus Therapeutics, Inc. 0.000 1 $83.92 0.00 $98.64 $18.08 445.58 $102.33
INTC Intel Corp. 0.026 7 $44.13 2.53 $103.12 $18.97 443.60 $142.35
RVMD Revolution Medicines, Inc. 0.001 1 $97.25 0.04 $183.95 $34.00 441.03 $193.82
HUT Hut 8 Corp. 0.029 2 $46.91 2.27 $99.17 $18.68 430.89 $140.80
AEHR Aehr Test Systems, Inc. 0.000 1 $37.08 0.02 $68.02 $12.93 426.06 $126.62
ARWR Arrowhead Pharmaceuticals, Inc. 0.000 1 $62.70 0.01 $74.11 $14.30 418.25 $87.83
RLYB Rallybio Corp. 0.000 1 $8.97 0.01 $15.89 $3.09 414.57 $17.57
LQDA Liquidia Corp. 0.000 1 $37.74 0.00 $71.21 $13.88 413.04 $82.96
LTSSF 0.000 1 $11,222.43 0.02 $12,350.00 $2,477.04 398.58 $9,800.00
VSAT Viasat, Inc. 0.000 2 $45.80 0.01 $69.54 $14.00 396.71 $93.03
TNGX Tango Therapeutics, Inc. 0.000 1 $20.92 0.00 $28.36 $5.75 393.22 $34.39
DOCN DigitalOcean Holdings, Inc. 0.001 2 $85.78 0.06 $123.32 $25.56 382.47 $187.50
PENG Penguin Solutions, Inc. 0.000 1 $17.60 0.01 $77.21 $16.04 381.36 $89.86
NESR National Energy Services Reunited Corp. 0.003 2 $21.47 0.75 $28.20 $5.91 377.16 $30.31
QURE uniQure N.V. 0.001 1 $16.35 0.13 $41.10 $8.73 370.79 $71.50
UCTT Ultra Clean Holdings, Inc. 0.003 2 $62.18 0.05 $98.25 $21.28 361.70 $144.22
VSXY Victorias Secret & Co. 0.010 2 $46.36 3.28 $78.98 $17.53 350.54 $88.57
WULF TeraWulf Inc. 0.026 2 $14.43 2.29 $20.89 $4.64 350.22 $29.84
INBX Inhibrx Biosciences, Inc. 0.009 1 $67.23 0.27 $92.17 $20.48 350.02 $155.29
PL Planet Labs PBC 0.001 2 $27.95 0.04 $25.96 $5.87 342.25 $51.76
CIFR Cipher Digital Inc. 0.000 1 $12.87 0.00 $20.09 $4.55 341.43 $30.14
NRGV Energy Vault Holdings, Inc. 0.000 1 $3.30 0.00 $3.29 $0.75 337.50 $6.64
SIMO Silicon Motion Technology Corp. 0.002 2 $112.29 0.03 $299.51 $68.86 334.98 $355.00
VELO Velo3D, Inc. 0.000 1 $9.39 0.00 $12.06 $2.81 329.18 $31.75
VIAV Viavi Solutions Inc. 0.002 1 $33.28 0.03 $40.92 $9.62 325.36 $60.43
FORM FormFactor, Inc. 0.002 2 $96.99 0.03 $110.30 $26.08 322.93 $160.27
ASYS Amtech Systems, Inc. 0.001 1 $11.68 0.02 $18.01 $4.30 318.84 $25.71
VPG Vishay Precision Group, Inc. 0.000 2 $43.42 0.01 $105.67 $25.58 313.10 $151.78
SHAZ SharonAI Holdings Inc. 0.004 2 $22.73 0.53 $68.26 $16.55 312.45 $97.48
ALAB Astera Labs, Inc. 0.009 2 $109.60 1.22 $362.05 $88.18 310.56 $499.48
ACMR ACM Research, Inc. 0.003 2 $39.35 1.52 $94.08 $23.03 308.51 $127.19
MKSI MKS Inc. 0.004 2 $229.81 0.14 $352.03 $88.02 299.95 $447.62
IBRX ImmunityBio, Inc. 0.000 1 $7.67 0.00 $7.79 $1.95 299.49 $12.43
GH Guardant Health, Inc. 0.000 1 $92.37 0.02 $158.40 $40.35 292.57 $174.08
DELL Dell Technologies Inc. 0.012 4 $164.13 2.95 $427.11 $109.88 288.71 $469.47
TWST Twist Bioscience Corp. 0.000 1 $47.52 0.01 $90.35 $23.30 287.77 $105.47
TER Teradyne, Inc. 0.053 2 $296.46 4.43 $341.11 $88.37 285.99 $487.91
LASR nLIGHT, Inc. 0.001 2 $57.02 0.04 $68.79 $17.84 285.59 $86.95
RHLD Resolute Holdings Management, Inc. 0.000 1 $162.30 0.02 $130.89 $34.17 283.00 $236.19
SPHR Sphere Entertainment Co. 0.026 3 $117.40 3.24 $144.98 $37.89 282.63 $174.60
LPTH LightPath Technologies, Inc. 0.000 2 $10.03 0.01 $11.03 $2.91 279.04 $18.94
AMD Advanced Micro Devices, Inc. 0.021 5 $203.43 1.60 $534.39 $141.90 276.60 $584.73
SKYT SkyWater Technology, Inc. 0.000 2 $27.41 0.00 $31.81 $8.49 274.68 $39.93
TVTX Travere Therapeutics, Inc. 0.000 1 $29.71 0.00 $56.29 $15.03 274.52 $60.10
TXG 10x Genomics, Inc. 0.000 1 $21.23 0.01 $41.77 $11.16 274.28 $43.98
AMAT Applied Materials, Inc. 0.189 11 $341.79 10.41 $575.39 $153.78 274.15 $739.67
AMBQ Ambiq Micro, Inc. 0.001 1 $25.41 0.01 $81.35 $22.12 267.77 $91.61
LRCX Lam Research Corp. 0.108 6 $213.66 3.65 $329.92 $90.44 264.80 $438.50
COHR Coherent Corp. 0.016 5 $238.21 3.52 $307.39 $84.35 264.42 $440.00
VSH Vishay Intertechnology, Inc. 0.002 2 $18.00 0.18 $41.94 $11.60 261.55 $69.47
GLW Corning Inc. 0.065 8 $135.97 4.03 $183.11 $50.77 260.70 $271.78
MRVL Marvell Technology, Inc. 0.013 3 $99.05 3.81 $217.53 $61.31 254.81 $329.80
PGEN Precigen, Inc. 0.006 1 $3.87 2.57 $5.17 $1.47 251.70 $6.04
AXGN Axogen, Inc. 0.001 2 $33.13 0.02 $39.49 $11.25 251.02 $46.95
VISN Vistance Networks, Inc. 0.001 1 $18.20 0.02 $12.13 $3.48 248.40 $13.22
TTMI TTM Technologies, Inc. 0.002 1 $97.42 0.04 $136.34 $39.20 247.81 $223.83
WYFI WhiteFiber, Inc. 0.002 1 $11.91 0.54 $36.29 $10.51 245.29 $46.87
KLIC Kulicke and Soffa Industries, Inc. 0.001 2 $65.72 0.88 $106.49 $30.87 244.92 $135.80
MANE Veradermics, Inc. 0.009 1 $63.15 0.30 $110.18 $32.00 244.31 $131.24
BB BlackBerry Ltd. 0.010 2 $3.24 5.83 $10.71 $3.12 243.27 $13.59
ONTO Onto Innovation Inc. 0.004 2 $205.07 0.11 $304.21 $89.40 240.28 $386.46
FIX Comfort Systems USA, Inc. 0.008 3 $1,378.99 0.21 $1,732.03 $512.84 237.73 $2,073.18
POWL Powell Industries, Inc. 0.001 2 $180.36 0.07 $225.66 $68.15 231.13 $327.89
ATRO Astronics Corp. 0.002 3 $66.73 0.02 $72.03 $21.76 230.96 $88.72
SEZL Sezzle Inc. 0.000 1 $63.29 0.00 $160.25 $49.50 223.74 $185.00
AMKR Amkor Technology, Inc. 0.004 1 $45.03 0.15 $66.06 $20.41 223.60 $96.68
SITM SiTime Corp. 0.000 2 $345.35 0.02 $602.55 $186.49 223.10 $901.81
MRVI Maravai LifeSciences Holdings, Inc. 0.001 2 $2.83 0.04 $6.36 $1.99 219.60 $6.55
FSLY Fastly, Inc. 0.001 2 $29.06 0.05 $20.03 $6.29 218.44 $34.82
ROIV Roivant Sciences Ltd. 0.029 4 $27.70 1.87 $34.51 $10.90 216.61 $37.00
IRDM Iridium Communications Inc. 0.008 1 $27.74 0.28 $48.59 $15.38 215.89 $57.18
XMTR Xometry, Inc. 0.000 2 $40.84 0.02 $96.67 $30.63 215.61 $99.86
EFXT Enerflex Ltd. 0.000 2 $20.87 0.01 $23.83 $7.57 214.76 $29.12
APLD Applied Digital Corp. 0.028 1 $23.74 8.30 $28.84 $9.23 212.29 $50.72
LINC Lincoln Educational Services Corp. 0.002 1 $40.68 0.05 $53.87 $17.29 211.57 $56.34
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* Hold price is the weighted-average price at which the stock was still held across all reporting superinvestors as of their portfolio dates (combined reported value ÷ combined shares).