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TheDesperateTrader
Smart Money

Where the giants invest

TheDesperateTrader.com· new stakes and 13F positions from the big players

The best companies and funds have to disclose where they put their money. When Nvidia takes a stake in a small company, or a big fund opens a new position, it shows up in an SEC filing. This page pulls those filings for a curated list of big players so you can see what they are buying and dig into it yourself. A giant buying a small company is highlighted, since that is often the most interesting one to research.

Updated Jul 15, 8:30 PM. Sourced from SEC EDGAR filings.

  • $CRWVCoreweave Inc
    Added +94%$3.66B$48.5B
  • $DALDelta Air Lines Inc
    New$2.65B$57.4B
  • $VVisa Inc
    Added +59%$1.91B$663.7B
  • $TSMTaiwan Semiconductor Manufac
    Added +49%$1.88B$2.25T
  • $COHRCoherent Corp
    New$1.86B$63.5B
  • $MUMicron Technology Inc
    Added +51%$1.55B$1.11T
  • $TSMTaiwan Semiconductor Manufac
    Added +35%$1.36B$2.25T
  • $EQIXEquinix Inc
    New$1.07B$103.7B
  • $LENLennar Corp
    Added +43%$877.1M$20.3B
  • $CVNACarvana Co
    Added +162%$874.0M$47.2B
  • $TMOThermo Fisher Scientific Inc
    Added +110%$819.9M$195.9B
  • $WBDWarner Bros Discovery Inc
    Added +149%$806.8M$66.7B
  • $JPMJpmorgan Chase &Amp; Co
    Added +42%$795.4M$901.6B
  • $CSXCsx Corp
    Added +35%$766.7M$91.8B
  • $SPOTSpotify Technology S A
    Added +25%$766.5M$98.7B
  • LI
    Lennox Intl IncLennox Intl Inc
    Added +153%$729.8M
  • $CRSCarpenter Technology Corp
    Added +38%$716.5M$28.7B
  • $JPMJpmorgan Chase &Amp; Co
    Added +87%$715.4M$901.6B
  • $FDXFedex Corp
    New$688.2M$75.1B
  • GM
    General Mtrs CoGeneral Mtrs Co
    Added +35%$683.7M
  • $BLKBlackrock Inc
    Added +74%$676.2M$160.6B
  • AH
    Asml Hldg NvAsml Hldg Nv
    New$655.4M
  • $CPNGCoupang Inc
    Added +32%$653.2M$33.7B
  • $ISRGIntuitive Surgical Inc
    Added +30%$625.1M$144.1B
  • $EAElectronic Arts Inc
    Added +203%$593.3M$51.8B
  • $APPApplovin Corp
    Added +88%$583.0M$170.3B
  • $TLNTalen Energy Corp
    Added +41%$580.3M$18.4B
  • $UBERUber Technologies Inc
    Added +43%$573.4M$151.7B
  • $AVGOBroadcom Inc
    Added +57%$568.1M$1.90T
  • AM
    Applied Matls IncApplied Matls Inc
    Added +85%$566.3M
  • $PRAXPraxis Precision Medicines, Inc.
    Added +56%$564.9M$9.1B
  • $MAMastercard Incorporated
    Added +516%$562.5M$465.4B
  • $STZConstellation Brands Inc
    Added +377%$556.4M$22.9B
  • $TERTeradyne Inc
    New$555.2M$56.3B
  • GA
    Ge AerospaceGe Aerospace
    Added +50%$554.2M
  • $NUNu Hldgs Ltd
    Added +28%$546.2M$66.5B
  • $TMUST-Mobile Us Inc
    Added +142%$527.6M$203.0B
  • $CCitigroup Inc
    Added +34%$515.5M$240.1B
  • $MDLNMedline Inc
    Added +64%$508.8M$34.7B
  • $WCNWaste Connections Inc
    Added +201%$505.8M$43.5B
  • CI
    Corning IncCorning Inc
    New$505.6M
  • $CLHClean Harbors Inc
    Added +27%$503.2M$16.1B
  • $MUMicron Technology Inc
    Added +66%$498.6M$1.11T
  • $MTZMastec Inc
    New$492.6M$29.5B
  • $KOCoca Cola Co
    Added +51%$490.4M$359.2B
  • $ATIAti Inc
    New$484.8M$25.5B
  • JA
    Johnson &Amp; JohnsonJohnson &Amp; Johnson
    Added +146%$472.0M
  • $UBERUber Technologies Inc
    Added +242%$455.5M$151.7B
  • $LMTLockheed Martin Corp
    Added +60%$452.8M$120.6B
  • $YUMYum Brands Inc
    Added +321%$443.9M$45.1B
  • $THCTenet Healthcare Corp
    Added +26%$426.2M$17.6B
  • $TMOThermo Fisher Scientific Inc
    Added +25%$424.9M$195.9B
  • CL
    Chubb Ltd SwitzChubb Ltd Switz
    Added +28%$422.1M
  • $MSCIMsci Inc
    Added +52%$407.0M$44.0B
  • $FDXFedex Corp
    Added +413%$406.2M$75.1B
  • $NETCloudflare Inc
    Added +444%$400.5M$95.3B
  • $SPOTSpotify Technology S A
    Added +40%$392.3M$98.7B
  • $SESea Ltd
    Added +29%$392.3M$68.1B
  • $CVSCvs Health Corp
    Added +51%$389.8M$132.9B
  • $SNDKSandisk Corp
    Added +51%$386.2M$283.7B
  • $ABNBAirbnb Inc
    Added +64%$381.3M$88.2B
  • $BKNGBooking Holdings Inc
    Added +52%$379.5M$138.2B
  • $VRSKVerisk Analytics Inc
    Added +245%$379.0M$24.3B
  • $XYZBlock Inc
    Added +980%$378.4M$46.0B
  • SA
    Ss&Amp;C Tech HldgsSs&Amp;C Tech Hldgs
    Added +646%$376.7M
  • $WATWaters Corp
    New$374.2M$37.0B
  • $AZNAstrazeneca Plc
    New$368.8M$266.1B
  • $TSMTaiwan Semiconductor Manufac
    New$364.0M$2.25T
  • $INSMInsmed Inc
    Added +89%$356.9M$25.1B
  • $OVVOvintiv Inc
    Added +25%$351.6M$15.6B
  • $AONAon Plc
    Added +39%$350.9M$76.2B
  • UF
    Us Foods Hldg CorpUs Foods Hldg Corp
    New$350.0M
  • $HASHasbro Inc
    New$350.0M$11.2B
  • $CRWVCoreweave Inc
    Added +40%$348.5M$48.5B
  • $PRPermian Resources Corp
    Added +53%$346.6M$16.0B
  • GP
    Global Pmts IncGlobal Pmts Inc
    Added +300%$344.4M
  • $RDDTReddit Inc
    New$343.6M$37.6B
  • UB
    Us BancorpUs Bancorp
    Added +961%$341.1M
  • $PFGCPerformance Food Group Co
    New$340.8M$17.8B
  • $ZMZoom Communications Inc
    Added +572%$340.1M$26.3B
  • $TGTTarget Corp
    Added +306%$339.4M$61.4B
  • $MCKMckesson Corp
    New$339.4M$94.4B
  • $PYPLPaypal Hldgs Inc
    Added +156%$338.2M$40.9B
  • $WELLWelltower Inc
    Added +766%$325.8M$163.5B
  • DA
    Deere &Amp; CoDeere &Amp; Co
    Added +426%$320.0M
  • $DDOGDatadog Inc
    Added +200%$319.4M$91.7B
  • $NKENike Inc
    Added +71%$318.1M$65.7B
  • $PPLPpl Corp
    Added +357%$318.0M$26.9B
  • AI
    American Intl Group IncAmerican Intl Group Inc
    New$317.6M
  • $CIENCiena Corp
    New$314.3M$65.2B
  • $ONCBeone Medicines Ltd
    Added +93%$306.6M$31.0B
  • $VSTVistra Corp
    Added +114%$304.0M$53.6B
  • $WULFTerawulf Inc
    New$287.5M$10.9B
  • $HUTHut 8 Corp
    New$285.2M$11.5B
  • $CNPCenterpoint Energy Inc
    Added +41%$283.5M$28.5B
  • PF
    Pinnacle Finl Partners IncPinnacle Finl Partners Inc
    New$281.1M
  • LF
    Lpl Finl Hldgs IncLpl Finl Hldgs Inc
    Added +159%$277.8M
  • $NOWServicenow Inc
    Added +129%$275.7M$111.1B
  • $ICEIntercontinental Exchange in
    Added +747%$269.3M$76.5B
  • $OKTAOkta Inc
    Added +38%$267.7M$24.1B
  • $BENFranklin Resources Inc
    Added +80%$267.4M$17.4B
  • AH
    Arm Holdings PlcArm Holdings Plc
    New$259.5M
  • $BMRNBiomarin Pharmaceutical Inc
    Added +231%$254.9M$11.4B
  • CO
    Capital One Finl CorpCapital One Finl Corp
    Added +161%$254.7M
  • $CORCencora Inc
    Added +999+%$250.6M$59.0B
  • EC
    Entergy Corp NewEntergy Corp New
    Added +26%$250.6M
  • $CTASCintas Corp
    Added +125%$247.8M$71.9B
  • $BMNRBitmine Immersion Tecnologie
    Added +92%$243.9M$8.5B
  • $HUBBHubbell Inc
    Added +999+%$243.1M$25.9B
  • $ASAmer Sports Inc
    Added +51%$239.3M$20.2B
  • $STMStmicroelectronics N.V.
    Added +362%$238.7M$63.8B
  • $DDominion Energy Inc
    Added +999+%$238.6M$61.6B
  • AC
    Avalonbay Cmntys IncAvalonbay Cmntys Inc
    Added +586%$238.3M
  • $JAZZJazz Pharmaceuticals Plc
    Added +305%$238.1M$15.3B
  • $MDGLMadrigal Pharmaceuticals Inc
    Added +999+%$237.6M$12.4B
  • $AKAMAkamai Technologies Inc
    Added +34%$237.5M$18.3B
  • $BBIOBridgebio Pharma Inc
    Added +355%$235.7M$16.8B
  • $HWMHowmet Aerospace Inc
    Added +578%$234.5M$108.4B
  • $MELIMercadolibre Inc
    New$233.4M$93.9B
  • CF
    Citizens Finl Group IncCitizens Finl Group Inc
    Added +89%$233.1M
  • $ADSKAutodesk Inc
    Added +36%$233.1M$44.0B
  • BN
    Bank New York Mellon CorpBank New York Mellon Corp
    Added +494%$227.2M
  • $ARESAres Management Corporation
    Added +263%$227.0M$27.5B
  • $XPOXpo Inc
    Added +124%$225.2M$24.4B
  • $EBAYEbay Inc.
    Added +242%$222.2M$52.0B
  • $BPBp Plc
    Added +82%$219.5M$100.9B
  • $MKSIMks Inc.
    Added +107%$217.6M$24.9B
  • $TRUTransunion
    Added +999+%$217.5M$14.5B
  • $VVisa Inc
    New$217.2M$663.7B
  • $JCIJohnson Controls Internation
    Added +53%$215.4M$87.1B
  • $AGXArgan Inc
    New$214.1M$8.8B
  • $UTHRUnited Therapeutics Corp Del
    Added +93%$213.9M$23.2B
  • $BXPBxp Inc
    Added +132%$211.1M$10.7B
  • $SHELShell Plc
    Added +999+%$210.8M$227.9B
  • CR
    Charles Riv Labs Intl IncCharles Riv Labs Intl Inc
    Added +190%$209.1M
  • $GRALGrail, Inc.
    Added +93%$208.2M
  • $PFEPfizer Inc
    Added +36%$206.7M$137.8B
  • $AAgilent Technologies Inc
    Added +222%$205.4M$37.9B
  • CA
    Clearwater Analytics Hldgs IClearwater Analytics Hldgs I
    Added +638%$199.6M
  • $EAElectronic Arts Inc
    Added +125%$196.9M$51.8B
  • JH
    Janus Henderson Group PlcJanus Henderson Group Plc
    Added +999+%$193.8M
  • CG
    Cboe Global Mkts IncCboe Global Mkts Inc
    New$193.5M
  • $MRVLMarvell Technology Inc
    Added +97%$193.0M$211.6B
  • $MMM3m Co
    Added +116%$191.9M$82.2B
  • $CDWCdw Corp
    Added +55%$190.3M$18.4B
  • $EDConsolidated Edison Inc
    Added +62%$187.9M$41.0B
  • $KVUEKenvue Inc
    Added +319%$186.6M$37.4B
  • $AFRMAffirm Hldgs Inc
    Added +874%$186.5M$27.9B
  • $NUENucor Corp
    Added +25%$184.7M$51.8B
  • BA
    British Amern Tob PlcBritish Amern Tob Plc
    Added +45%$183.5M

In the news: big-cap connections

When a giant shows up in a story alongside a smaller company, with investment or partnership language. These often land before the filing does.

How to read this

New 5%+ stake means the filer just crossed 5% ownership of that company (an SC 13D or 13G filing). New position and Increased come from quarterly 13F holdings, comparing the two latest reports. This is public information, not a recommendation. Do your own research.

We track a curated set of the most-watched filers (the mega-caps plus names like Berkshire, ARK, Renaissance, Citadel, Tiger Global and Burry’s Scion) rather than all 8,000 13F filers, so the board stays high-signal. It refreshes through the trading day. 13F holdings update quarterly when the filings drop (mid-February, May, August and November); 5%+ stakes show up as they are filed.

Want the retail side too? See what is trending on the live floor and the money map.