The Check · free · no account needed
Early or late? Ten seconds.
How crowded is LRGE?
Not an opinion, a read of the evidence. We rank all 10,000+ funds that must disclose their trades by how their disclosed buys performed, follow only the specialists, and place every name on the conviction curve: early, well positioned, or late.
Early or late? Ten seconds.
Any stock, ETF or fund you own. Free, no account.
25% of the fund by weight sits in late-stage names
51% Early Conviction · 17% Consensus · 16% Fading · 9% Crowded · 3% Emerging · 4% not covered
The crowded weight: TSLA 4.7% · NFLX 4.5% · ASML 3.5% · ISRG 2.8% · ORCL 2.6% …
25% of the fund by weight sits in late-stage names (Crowded or Fading). This read covers 96% of the book; the rest sits outside our US equity coverage (cash, bonds, non-US names).
In our receipts, names flagged Early Conviction went a median +5.7% between prints (43% went lower · 28 receipts). The record, not a forecast.
Watch this fund and we'll tell you when it crosses 50% crowded.
How the read works · The live record vs the S&P 500 · Every past call, timestamped