Where the smart-money crowd is forming — not yet crowded.
1128 tickers where the entire superinvestor fleet has net-added for 3 or more consecutive quarters. An aggregate-level compounding signal that /crowded-trades (snapshot) and /trend-streak (per-manager) both miss.
Longest run in the window: 9quarters. An accelerator is different from a crowded trade — the crowd is still forming, and by the time /crowded-trades flags it, the first-movers have already been paid.
The crowd is forming here
Every accelerator, longest run first
| # | Run | Ticker | Net + | Conviction |
|---|---|---|---|---|
| 1 | 9Q ↑ | META Meta Platforms | +38 | −2 |
| 2 | 7Q ↑ | NVDA NVIDIA | +17 | +1 |
| 3 | 6Q ↑ | UBER Uber | +12 | +15 |
| 4 | 6Q ↑ | DKNG DKNG | +12 | −3 |
| 5 | 6Q ↑ | NYT NYT | +11 | +4 |
| 6 | 6Q ↑ | BMRN BMRN | +11 | 0 |
| 7 | 6Q ↑ | BFAM BFAM | +8 | +5 |
| 8 | 6Q ↑ | SONY SONY | +7 | +6 |
| 9 | 6Q ↑ | QQQ QQQ | +7 | +3 |
| 10 | 6Q ↑ | RBC RBC | +7 | +1 |
| 11 | 6Q ↑ | IBKR IBKR | +7 | 0 |
| 12 | 6Q ↑ | EIX EIX | +7 | −3 |
| 13 | 6Q ↑ | OMF OMF | +6 | +6 |
| 14 | 6Q ↑ | AX AX | +6 | +4 |
| 15 | 6Q ↑ | RY RY | +6 | +1 |
| 16 | 6Q ↑ | BP BP | +6 | +1 |
| 17 | 6Q ↑ | CVBF CVBF | +6 | −2 |
| 18 | 6Q ↑ | VXF VXF | +6 | −4 |
| 19 | 6Q ↑ | HAE HAE | +6 | −4 |
| 20 | 6Q ↑ | OGE OGE | +6 | −4 |
| 21 | 6Q ↑ | VGIT VGIT | +6 | −4 |
| 22 | 6Q ↑ | DOX DOX | +6 | −4 |
| 23 | 6Q ↑ | AMTB AMTB | +6 | −4 |
| 24 | 6Q ↑ | APAM APAM | +6 | −4 |
| 25 | 6Q ↑ | BCPC BCPC | +6 | −4 |
| 26 | 6Q ↑ | BBVA BBVA | +6 | −4 |
| 27 | 6Q ↑ | BMO BMO | +6 | −4 |
| 28 | 6Q ↑ | BYD BYD | +6 | −4 |
| 29 | 6Q ↑ | BNL BNL | +6 | −4 |
| 30 | 6Q ↑ | CIVB CIVB | +6 | −4 |
| 31 | 6Q ↑ | CTS CTS | +6 | −4 |
| 32 | 6Q ↑ | BOXX BOXX | +6 | −4 |
| 33 | 6Q ↑ | ECPG ECPG | +6 | −4 |
| 34 | 6Q ↑ | FCPT FCPT | +6 | −4 |
| 35 | 6Q ↑ | FRSH FRSH | +6 | −4 |
| 36 | 6Q ↑ | GATX GATX | +6 | −4 |
| 37 | 6Q ↑ | HLN HLN | +6 | −4 |
| 38 | 6Q ↑ | III III | +6 | −4 |
| 39 | 6Q ↑ | NGVT NGVT | +6 | −4 |
| 40 | 6Q ↑ | NTLA NTLA | +6 | −4 |
| 41 | 6Q ↑ | IVT IVT | +6 | −4 |
| 42 | 6Q ↑ | IEMG IEMG | +6 | −4 |
| 43 | 6Q ↑ | PHG PHG | +6 | −4 |
| 44 | 6Q ↑ | LAZ LAZ | +6 | −4 |
| 45 | 6Q ↑ | MUFG MUFG | +6 | −4 |
| 46 | 6Q ↑ | MFG MFG | +6 | −4 |
| 47 | 6Q ↑ | NWG NWG | +6 | −4 |
| 48 | 6Q ↑ | NMR NMR | +6 | −4 |
| 49 | 6Q ↑ | NG NG | +6 | −4 |
| 50 | 6Q ↑ | IX IX | +6 | −4 |
| 51 | 6Q ↑ | OXM OXM | +6 | −4 |
| 52 | 6Q ↑ | PAAS PAAS | +6 | −4 |
| 53 | 6Q ↑ | PLGO PLGO | +6 | −4 |
| 54 | 6Q ↑ | PEBO PEBO | +6 | −4 |
| 55 | 6Q ↑ | PWP PWP | +6 | −4 |
| 56 | 6Q ↑ | PECO PECO | +6 | −4 |
| 57 | 6Q ↑ | RRBI RRBI | +6 | −4 |
| 58 | 6Q ↑ | ROK ROK | +6 | −4 |
| 59 | 6Q ↑ | ROG ROG | +6 | −4 |
| 60 | 6Q ↑ | SITC SITC | +6 | −4 |
| 61 | 6Q ↑ | LUV LUV | +6 | −4 |
| 62 | 6Q ↑ | SMFG SMFG | +6 | −4 |
| 63 | 6Q ↑ | TS TS | +6 | −4 |
| 64 | 6Q ↑ | TOWN TOWN | +6 | −4 |
| 65 | 6Q ↑ | UCB UCB | +6 | −4 |
| 66 | 6Q ↑ | VEA VEA | +6 | −4 |
| 67 | 6Q ↑ | AGNC AGNC | +6 | −4 |
| 68 | 6Q ↑ | BOH BOH | +6 | −4 |
| 69 | 6Q ↑ | BTI BTI | +6 | −4 |
| 70 | 6Q ↑ | CATY CATY | +6 | −4 |
| 71 | 6Q ↑ | COLM COLM | +6 | −4 |
| 72 | 6Q ↑ | ESE ESE | +6 | −4 |
| 73 | 6Q ↑ | FOR FOR | +6 | −4 |
| 74 | 6Q ↑ | NBTB NBTB | +6 | −4 |
| 75 | 6Q ↑ | PRK PRK | +6 | −4 |
| 76 | 6Q ↑ | UBSI UBSI | +6 | −4 |
| 77 | 6Q ↑ | UFCS UFCS | +6 | −4 |
| 78 | 6Q ↑ | TSN TSN | +6 | −5 |
| 79 | 6Q ↑ | G G | +6 | −5 |
| 80 | 6Q ↑ | THG THG | +6 | −5 |
| 81 | 6Q ↑ | AEE AEE | +6 | −5 |
| 82 | 6Q ↑ | HSBC HSBC | +6 | −5 |
| 83 | 6Q ↑ | MGY MGY | +6 | −5 |
| 84 | 6Q ↑ | QNST QNST | +6 | −5 |
| 85 | 6Q ↑ | TENB TENB | +6 | −5 |
| 86 | 6Q ↑ | JBHT JBHT | +6 | −5 |
| 87 | 6Q ↑ | DRH DRH | +6 | −5 |
| 88 | 6Q ↑ | PARR PARR | +6 | −5 |
| 89 | 6Q ↑ | WSFS WSFS | +6 | −5 |
| 90 | 6Q ↑ | WHD WHD | +6 | −6 |
| 91 | 6Q ↑ | CPK CPK | +6 | −6 |
| 92 | 6Q ↑ | PRVA PRVA | +6 | −7 |
| 93 | 6Q ↑ | TALO TALO | +6 | −10 |
| 94 | 6Q ↑ | GBTG GBTG | +6 | −14 |
| 95 | 6Q ↑ | OBK OBK | +6 | −14 |
| 96 | 5Q ↑ | ABNB ABNB | +10 | −14 |
| 97 | 5Q ↑ | GRBK Green Brick Partners | +9 | +14 |
| 98 | 5Q ↑ | BKD BKD | +9 | +4 |
| 99 | 5Q ↑ | KDP KDP | +9 | 0 |
| 100 | 5Q ↑ | MRK MRK | +9 | −5 |
See the run form
Aggregate net flow, walked forward
- 1. Per-quarter net delta. For every ticker and every tracked quarter, count smart-money new + add actions and subtract trim + exit actions. Positive means the fleet net-added that quarter.
- 2. Longest positive run. Walk the 8-quarter series oldest → newest and find the longest contiguous run of strictly positive deltas. Ties break toward the most recent run.
- 3. Flag 3Q+. Runs of 2 quarters are listed but not emphasized. Runs of 3+ quarters are accelerators — distinct from /crowded-trades (ownership snapshot) and /trend-streak (per-manager streak).
The sparkline band in the per-quarter section shades the run itself in solid emerald; quarters outside the run are faint. The window runs from 2024-Q1 through the latest filed quarter.
Not investment advice. 13F filings are delayed 45 days and report long-only positions. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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