The positions that matter most to each fund. Conviction Score measures how meaningful a position is based on portfolio weight, position size change, and fund concentration.
A NEW position with a high score means the fund is making a significant first bet. An INCREASED position means the fund is doubling down on an existing thesis. Higher scores indicate the position represents a larger share of the fund's portfolio.
How to read: Sort by Conviction to find the strongest signals. Filter by NEW to see fresh ideas, or INCREASED to see growing bets. Scores above 75 indicate exceptional conviction.
How Conviction Scoring worksData sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer