Institution P&L Ranking

Estimated portfolio P&L ranking by institution size, based on reported 13F stock holdings. Due to the inherent delay in 13F filings and various factors that may affect accuracy β€” such as stock split adjustments β€” this ranking is a best-effort estimate and may contain inaccuracies.

Mega

1
PRIMECAP MANAGEMENT CO/CA/
SemiconductorsDrug Manufacturers - GeneralAirlines
+33.45%
+31.12%
3
SUSQUEHANNA INTERNATIONAL GROUP, LLP
N/ASemiconductorsSoftware - Infrastructure
+19.10%
4
VOYA INVESTMENT MANAGEMENT LLC
SemiconductorsSoftware - InfrastructureN/A
+18.99%
5
JANE STREET GROUP, LLC
N/ASoftware - InfrastructureSoftware - Application
+18.27%
6
Swedbank AB
SemiconductorsSoftware - InfrastructureConsumer Electronics
+16.55%
7
BARCLAYS PLC
N/ASemiconductorsSoftware - Infrastructure
+15.98%
8
BNP PARIBAS FINANCIAL MARKETS
N/ASemiconductorsSoftware - Infrastructure
+15.50%
9
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO
Drug Manufacturers - GeneralFarm & Heavy Construction MachineryOil & Gas Integrated
+15.45%
10
JANUS HENDERSON GROUP PLC
SemiconductorsBiotechnologySoftware - Infrastructure
+14.80%
11
NATIONAL BANK OF CANADA /FI/
SemiconductorsBanks - DiversifiedSoftware - Infrastructure
+14.69%
12
ProShare Advisors LLC
SemiconductorsSoftware - InfrastructureConsumer Electronics
+14.61%
13
D. E. Shaw & Co., Inc.
SemiconductorsSoftware - InfrastructureSoftware - Application
+14.49%
14
TORONTO DOMINION BANK
Banks - DiversifiedSemiconductorsN/A
+14.49%
15
FIRST TRUST ADVISORS LP
Software - InfrastructureSoftware - ApplicationSemiconductors
+14.25%
16
CITIGROUP INC
N/ASemiconductorsSoftware - Infrastructure
+14.10%
17
Pictet Asset Management Holding SA
SemiconductorsSoftware - ApplicationSoftware - Infrastructure
+13.91%
18
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
SemiconductorsSoftware - InfrastructureConsumer Electronics
+13.86%
19
BNP Paribas Asset Management Holding S.A.
SemiconductorsSoftware - InfrastructureConsumer Electronics
+13.84%
20
JENNISON ASSOCIATES LLC
SemiconductorsSoftware - InfrastructureInternet Retail
+13.74%

Large

1
NVIDIA CORP
SemiconductorsSoftware - InfrastructureCommunication Equipment
+114.62%
2
Mubadala Investment Co PJSC
SemiconductorsN/AAsset Management
+79.90%
3
SOFTBANK GROUP CORP.
SemiconductorsTelecom ServicesSpecialty Industrial Machinery
+52.33%
4
Polar Capital Holdings Plc
SemiconductorsBiotechnologyElectronic Components
+42.46%
5
Clear Street Group Inc.
SemiconductorsSoftware - InfrastructureInternet Content & Information
+41.42%
6
Rafferty Asset Management, LLC
SemiconductorsN/ASemiconductor Equipment & Materials
+37.11%
7
Bridgewater Associates, LP
N/ASemiconductorsInternet Retail
+26.69%
8
Hood River Capital Management LLC
BiotechnologyEngineering & ConstructionInformation Technology Services
+26.43%
9
ALKEON CAPITAL MANAGEMENT LLC
SemiconductorsSemiconductor Equipment & MaterialsInternet Retail
+25.86%
10
Employees Provident Fund Board
Software - InfrastructureSemiconductorsSoftware - Application
+24.25%
11
FRED ALGER MANAGEMENT, LLC
SemiconductorsSoftware - InfrastructureInternet Content & Information
+23.55%
12
Migdal Insurance & Financial Holdings Ltd.
N/AUtilities - RenewableSemiconductors
+21.73%
13
LMR Partners LLP
N/ASemiconductorsShell Companies
+20.60%
14
DRIEHAUS CAPITAL MANAGEMENT LLC
BiotechnologySemiconductorsAerospace & Defense
+19.29%
15
NOMURA HOLDINGS INC
SemiconductorsDiscount StoresSoftware - Infrastructure
+18.31%
16
BROWN BROTHERS HARRIMAN & CO
N/ASoftware - InfrastructureSemiconductor Equipment & Materials
+17.87%
17
PARNASSUS INVESTMENTS, LLC
SemiconductorsSoftware - InfrastructureSemiconductor Equipment & Materials
+17.67%
18
NEOS Investment Management LLC
SemiconductorsSoftware - InfrastructureN/A
+17.30%
19
Vident Advisory, LLC
Software - InfrastructureSemiconductorsAerospace & Defense
+17.06%
20
Erste Asset Management GmbH
SemiconductorsSoftware - InfrastructureBiotechnology
+16.76%

Mid

+272.18%
2
Liberty 77 Capital L.P.
Aerospace & DefenseN/A
+153.72%
3
Situational Awareness LP
Internet Content & InformationSoftware - InfrastructureElectrical Equipment & Parts
+128.52%
4
E20 Capital Ltd
SemiconductorsCommunication EquipmentSemiconductor Equipment & Materials
+121.28%
5
Situational Awareness Partners LP
Software - InfrastructureElectrical Equipment & PartsComputer Hardware
+112.68%
6
Anther Capital Ltd
SemiconductorsComputer HardwareSemiconductor Equipment & Materials
+107.44%
7
Trivest Advisors Ltd
SemiconductorsCommunication EquipmentSemiconductor Equipment & Materials
+102.74%
8
WT Asset Management Ltd
Communication EquipmentComputer HardwareSemiconductors
+98.17%
9
AE INDUSTRIAL PARTNERS, LP
Aerospace & DefenseInformation Technology Services
+95.02%
10
Analog Century Management LP
SemiconductorsCommunication EquipmentElectronic Components
+86.39%
11
Evergreen Quality Fund GP, Ltd.
SemiconductorsFinancial Data & Stock ExchangesN/A
+79.94%
12
Value Aligned Research Advisors, LLC
Electrical Equipment & PartsCommunication EquipmentSoftware - Infrastructure
+77.31%
13
STEELHEAD PARTNERS LLC
Aerospace & Defense
+68.26%
14
BIT Capital GmbH
SemiconductorsCapital MarketsInternet Retail
+66.10%
15
Atreides Management, LP
SemiconductorsCommunication EquipmentSoftware - Infrastructure
+63.63%
16
AMERICAN EXPRESS CO
Travel Services
+63.24%
17
Slate Path Capital LP
SemiconductorsCommunication EquipmentAirlines
+59.68%
18
GENDELL JEFFREY L
Engineering & ConstructionN/AOil & Gas Equipment & Services
+57.05%
19
UHLMANN PRICE SECURITIES, LLC
Semiconductor Equipment & MaterialsN/ADrug Manufacturers - General
+56.97%
20
OAKTOP CAPITAL MANAGEMENT II, L.P.
Semiconductor Equipment & MaterialsSemiconductorsDrug Manufacturers - General
+56.78%

Small

+223.00%
2
Panoramic Hills Capital Ltd
Communication EquipmentComputer Hardware
+159.34%
3
Valliance Asset Management Ltd
Communication EquipmentComputer HardwareSemiconductors
+157.90%
4
Oxbow Capital Management (HK) Ltd
Computer HardwareAluminumSemiconductor Equipment & Materials
+151.97%
5
Central Asset Investments & Management Holdings (HK) Ltd
Computer HardwareSemiconductorsOil & Gas Midstream
+150.65%
6
ADVANCED MICRO DEVICES INC
Electronic ComponentsBiotechnology
+131.58%
7
Ma Investment Partnership, LP
Computer HardwareSemiconductorsElectrical Equipment & Parts
+109.56%
8
Q Fund Management (Hong Kong) Ltd
SemiconductorsAuto ManufacturersCapital Markets
+107.77%
9
Graticule Asia Macro Advisors LLC
Electrical Equipment & PartsSemiconductors
+107.75%
10
Electric Capital Partners, LLC
N/AEntertainmentCredit Services
+107.09%
11
Grand Alliance Asset Management Ltd
Communication EquipmentComputer HardwareSemiconductors
+103.80%
12
Elemental Capital Partners LLC
Electrical Equipment & PartsSemiconductor Equipment & MaterialsSemiconductors
+102.08%
13
Turiya Advisors Asia Ltd
Communication EquipmentSemiconductorsSecurity & Protection Services
+98.10%
14
Andar Capital Management HK Ltd
SemiconductorsSemiconductor Equipment & MaterialsCommunication Equipment
+95.15%
15
Maytree Asset Management Ltd
SemiconductorsCommunication EquipmentInternet Retail
+94.92%
16
Ariose Capital Management Ltd
Semiconductor Equipment & MaterialsElectronic ComponentsCommunication Equipment
+92.93%
17
MISHPACHA HOLDINGS CORP
SemiconductorsN/A
+92.52%
18
DELTA AIR LINES, INC.
Airports & Air Services
+92.19%
19
Wasserstein Management, L.P.
Capital MarketsPollution & Treatment Controls
+90.68%
20
Tensor Edge Capital, LLC
SemiconductorsSoftware - ApplicationSemiconductor Equipment & Materials
+90.36%

Emerging

1
Lykos Global Management, LP
Software - Infrastructure
+218.97%
+116.18%
3
Sassicaia Capital Advisers LLC
SemiconductorsN/AComputer Hardware
+94.58%
4
Gullane Capital, LLC
Software - InfrastructureN/A
+92.28%
5
Covalis (Gibraltar) Ltd
Software - InfrastructureInformation Technology Services
+92.04%
6
Kite Lake Capital Management (UK) LLP
SemiconductorsCommunication EquipmentResorts & Casinos
+90.34%
7
Markin Volterra Fund LP
SemiconductorsComputer HardwareCommunication Equipment
+75.25%
8
CPMG Inc
Aerospace & DefenseMedical Devices
+65.22%
9
Altai Capital Management, L.P.
Medical Instruments & SuppliesInformation Technology ServicesAerospace & Defense
+62.51%
10
Galaxy Digital Capital Management GP LLC
Capital MarketsSoftware - ApplicationSoftware - Infrastructure
+61.32%
11
T3 Companies, LLC
Medical Instruments & SuppliesSemiconductorsBiotechnology
+60.84%
12
Liberty Street Advisors, Inc.
Aerospace & DefenseHealth Information Services
+58.17%
13
JAT Capital Mgmt LP
SemiconductorsInternet Content & InformationInternet Retail
+58.13%
14
Goldstream Capital Management Ltd
SemiconductorsCommunication EquipmentSemiconductor Equipment & Materials
+57.73%
15
Totem Point Management, LLC
SemiconductorsFinancial Data & Stock ExchangesInternet Content & Information
+56.99%
16
Robocap Asset Management Ltd
SemiconductorsSoftware - InfrastructureSoftware - Application
+53.39%
17
Capstone Capital Management Ltd
SemiconductorsSoftware - InfrastructureN/A
+52.24%
18
Miura Global Management, LLC
SemiconductorsSoftware - InfrastructureCapital Markets
+51.62%
19
Hestia Capital Management, LLC
Integrated Freight & LogisticsDepartment StoresPackaged Foods
+51.34%
20
MARATHON ASSET MANAGEMENT LP
Electrical Equipment & PartsN/A
+48.40%