Who keeps buying — quarter after quarter after quarter?
A single buy is a data point. Three in a row is a thesis compounding in real time. These are the 30 manager × ticker pairs with a 3+ quarter buying streak, plus the 5 with a 3+ quarter selling streak.
Dataroma shows you what was bought last quarter. HoldLens shows you what is being bought — a direction, not a snapshot.
Smart money that keeps adding
Every buy streak, longest first
| # | Streak | Ticker | Conviction |
|---|---|---|---|
| 1 | 8Q ↑ | BN Brookfield Corp | +14 |
| 2 | 7Q ↑ | OXY Occidental Petroleum | +21 |
| 3 | 7Q ↑ | TRMD Torm plc | +16 |
| 4 | 7Q ↑ | META Meta Platforms | −2 |
| 5 | 6Q ↑ | GE GE Aerospace | +41 |
| 6 | 6Q ↑ | BABA Alibaba | +26 |
| 7 | 6Q ↑ | JD JD.com | +7 |
| 8 | 6Q ↑ | NKE Nike | −2 |
| 9 | 6Q ↑ | META Meta Platforms | −2 |
| 10 | 6Q ↑ | VST Vistra Corp | +1 |
| 11 | 6Q ↑ | VST Vistra Corp | +1 |
| 12 | 6Q ↑ | NVDA NVIDIA | +1 |
| 13 | 5Q ↑ | MSFT Microsoft | −17 |
| 14 | 5Q ↑ | META Meta Platforms | −2 |
| 15 | 5Q ↑ | MA Mastercard | −1 |
| 16 | 4Q ↑ | SCHW Charles Schwab | +25 |
| 17 | 4Q ↑ | COHR Coherent | +23 |
| 18 | 4Q ↑ | CB Chubb | +16 |
| 19 | 4Q ↑ | DPZ DPZ | +6 |
| 20 | 4Q ↑ | TSM Taiwan Semi | −2 |
| 21 | 4Q ↑ | BAC Bank of America | −1 |
| 22 | 3Q ↑ | BABA Alibaba | +26 |
| 23 | 3Q ↑ | UNH UnitedHealth | −24 |
| 24 | 3Q ↑ | MSFT Microsoft | −17 |
| 25 | 3Q ↑ | MSFT Microsoft | −17 |
| 26 | 3Q ↑ | GRBK Green Brick Partners | +14 |
| 27 | 3Q ↑ | META Meta Platforms | −2 |
| 28 | 3Q ↑ | META Meta Platforms | −2 |
| 29 | 3Q ↑ | META Meta Platforms | −2 |
| 30 | 3Q ↑ | NFLX Netflix | −1 |
| 31 | 2Q ↑ | MU Micron Technology | +22 |
| 32 | 2Q ↑ | OXY Occidental Petroleum | +21 |
| 33 | 2Q ↑ | MSFT Microsoft | −17 |
| 34 | 2Q ↑ | UBER Uber | +15 |
| 35 | 2Q ↑ | V Visa | −14 |
| 36 | 2Q ↑ | KKR KKR & Co | −13 |
| 37 | 2Q ↑ | PLTR PLTR | +12 |
| 38 | 2Q ↑ | C Citigroup | −6 |
| 39 | 2Q ↑ | AMZN Amazon | −6 |
| 40 | 2Q ↑ | CNH CNH | −5 |
| 41 | 2Q ↑ | MELI MercadoLibre | −4 |
| 42 | 2Q ↑ | DNUT Krispy Kreme | −3 |
| 43 | 2Q ↑ | GOLD GOLD | +2 |
| 44 | 2Q ↑ | GOOG Alphabet Class C | +2 |
| 45 | 2Q ↑ | META Meta Platforms | −2 |
| 46 | 2Q ↑ | TSM Taiwan Semi | −2 |
| 47 | 2Q ↑ | MA Mastercard | −1 |
| 48 | 2Q ↑ | NVDA NVIDIA | +1 |
Who keeps walking away?
Walk 8 quarters, count consecutive same-direction moves
- 1. 9-quarter window. HoldLens tracks 2024-Q1 through 2026-Q1 — two-and-a-quarter fiscal years of 13F data.
- 2. Walk forward. For every (manager, ticker) pair, step through quarters oldest → newest. A new or add action counts as buying; a trim or exit counts as selling.
- 3. Reset on direction change. A buyer who trims next quarter resets the streak to 1 in the selling direction. Only pure same-direction runs accumulate.
- 4. Streak ≥ 2 listed, ≥ 3 flagged. A 2-quarter streak is interesting. A 3+ streak is a thesis compounding.
The ConvictionScore column is the current unified score — streak depth feeds into it directly (Layer 4: trend-streak compounding). A long streak + high ConvictionScore means the signal is both broad and deep.
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.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.