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Requires at least two independent signals, excludes known disclosure anomalies and related-party holdings, and equal-weights the ten highest scores.", "selections": [ { "rank": 1, "ticker": "GOOGL", "issuer": "ALPHABET INC", "weightPct": 10, "score": 89.3, "components": { "breadth": 20, "currentActivity": 19, "persistence": 20.3, "conviction": 30 }, "signals": [ "10 qualifying managers hold it", "8 managers opened or added this quarter", "4 managers on a multi-quarter accumulation streak", "2 managers hold 10%+ positions" ] }, { "rank": 2, "ticker": "AMZN", "issuer": "AMAZON COM INC", "weightPct": 10, "score": 82.3, "components": { "breadth": 15.5, "currentActivity": 18.4, "persistence": 19.3, "conviction": 29.1 }, "signals": [ "6 qualifying managers hold it", "5 managers opened or added this quarter", "3 managers on a multi-quarter accumulation streak", "2 managers hold 10%+ positions" ] }, { "rank": 3, "ticker": "TSM", "issuer": "TAIWAN SEMICONDUCTOR MANUFAC", "weightPct": 10, "score": 69.8, "components": { "breadth": 14.1, "currentActivity": 20, "persistence": 19.7, "conviction": 16 }, "signals": [ "5 qualifying managers hold it", "5 managers opened or added this quarter", "2 managers on a multi-quarter accumulation streak", "largest manager weight is 10.2%" ] }, { "rank": 4, "ticker": "NTRA", "issuer": "Natera Inc", "weightPct": 10, "score": 48.1, "components": { "breadth": 6.3, "currentActivity": 10.4, "persistence": 7.7, "conviction": 23.7 }, "signals": [ "net buying this quarter", "1 manager on a multi-quarter accumulation streak", "largest manager weight is 16.6%" ] }, { "rank": 5, "ticker": "NVDA", "issuer": "NVIDIA CORPORATION", "weightPct": 10, "score": 45, "components": { "breadth": 11, "currentActivity": 8.8, "persistence": 1.7, "conviction": 23.6 }, "signals": [ "3 qualifying managers hold it", "2 managers opened or added this quarter", "largest manager weight is 19.2%" ] }, { "rank": 6, "ticker": "WBD", "issuer": "WARNER BROS DISCOVERY INC", "weightPct": 10, "score": 41.9, "components": { "breadth": 8.9, "currentActivity": 12.8, "persistence": 1.7, "conviction": 18.5 }, "signals": [ "2 qualifying managers hold it", "2 managers opened or added this quarter", "largest manager weight is 11.4%" ] }, { "rank": 7, "ticker": "BRK/B", "issuer": "BERKSHIRE HATHAWAY INC DEL", "weightPct": 10, "score": 41.1, "components": { "breadth": 8.9, "currentActivity": 2.4, "persistence": 0, "conviction": 29.8 }, "signals": [ "2 qualifying managers hold it", "2 managers hold 10%+ positions" ] }, { "rank": 8, "ticker": "GE", "issuer": "GE Aerospace", "weightPct": 10, "score": 39.3, "components": { "breadth": 8.9, "currentActivity": 0, "persistence": 0, "conviction": 30.4 }, "signals": [ "2 qualifying managers hold it", "2 managers hold 10%+ positions" ] }, { "rank": 9, "ticker": "CRWV", "issuer": "COREWEAVE INC", "weightPct": 10, "score": 37.1, "components": { "breadth": 8.9, "currentActivity": 12.8, "persistence": 11.7, "conviction": 3.7 }, "signals": [ "2 qualifying managers hold it", "2 managers opened or added this quarter", "1 manager on a multi-quarter accumulation streak" ] }, { "rank": 10, "ticker": "V", "issuer": "VISA INC", "weightPct": 10, "score": 32.4, "components": { "breadth": 11, "currentActivity": 0, "persistence": 0, "conviction": 21.4 }, "signals": [ "3 qualifying managers hold it", "largest manager weight is 19.8%" ] } ] }, "qa": { "consensusConvictionOverlap": [ "GOOGL", "AMZN", "TSM", "SPCX", "NVDA", "V" ], "sharedConvictionTickers": [ "GOOGL", "GE", "BRK/B", "AMZN" ], "currentQuarterOnly": true, "floorAppliedToHolderCounts": true } }