Predicted exits
The sell side of the mirror. Across all tracked investors, the names our model flags as most likely to be EXITED or TRIMMED next quarter, ranked by how many investors are heading for the door. Holdings as of 2026-06-30; the decision is walk-forward validated (AUC ≈ 0.66).
This predicts the ACTION, not a return, and never a short, a 13F shows long positions only, so a “sell” means an investor exiting or cutting a long. A name here is one a model expects several investors to reduce; it is not a recommendation to sell or short anything.
| # | Ticker | Company | Investors selling | Avg likelihood | Who |
|---|---|---|---|---|---|
| 1 | LRCX | Lam Research Corp | 10 | 60 | ainslie, bridgewater, citadel, coatue, druckenmiller, greenblatt… |
| 2 | AMD | Advanced Micro Devices Inc | 10 | 59 | bridgewater, coatue, druckenmiller, light street, Oakmark, point72… |
| 3 | AVGO | Broadcom Inc | 9 | 58 | ainslie, bridgewater, de shaw, point72, polen, Tepper… |
| 4 | MU | Micron Technology Inc | 9 | 58 | ainslie, altimeter, bridgewater, de shaw, greenblatt, point72… |
| 5 | WDC | Western Digital Corp | 9 | 57 | ainslie, bridgewater, citadel, de shaw, greenblatt, millennium… |
Prior Moves is a research publication, not investment advice. The sell model predicts whether a tracked investor reduces a position next quarter (walk-forward AUC ≈ 0.66 on the decision); it does not show that acting on it makes money, and 13F data is long-only. Past performance does not predict future results.