We're capping off a rough week for the market at large -- at the time of writing, the NDX was down -1.5%, the SPX was down a percent, and the DJI was slightly negative on the week.

Here's an overview of the biggest movers in our portfolio.

Best Buy (BBY): +13%

Best Buy's stock hit its highest point in over 2 years today -- and we were well ahead of this move to the upside. BBY's Q2 report came in much better than expected, driven by encouraging growth in sales of tablets and computers. The upcycle thesis is well underway, and this reports serves as a solid proof-point.

Chewy (CHWY): +7%

Chewy posted a great report this week! Net sales per active customer grew to $565 from $532, driven by premium product lines and adoption of Chewy Health -- which was a pillar of our bullish thesis less than a month ago. Bottom line: Chewy is not just for dog food delivery anymore. It now has an ad network and is building a subscription offering (Chewy Plus) beyond it's already popular Autoship. If it can keep its rockstar customer service in place while it expands offerings and stays disciplined, we see lots of room for upside from here.

On Holding (ONON): +5%

ONON outperformed the market at large this week as investors bet on its global expansion strategy. No major news has been announced since its Q2 earnings that suprised the street (in a good way). Results showed demand for its athletic products remained robust, allowing for premium pricing and profitability. We still believe the company is in its early stages of consumer brand discovery.

Exact Sciences (EXAS): +4%

Exact Sciences, the maker of cancer screening technology including Cologuard, continues to ride a post-earnings wave higher. The stock has traded more than 34% higher since its Q2 report featuring +12% YoY increase in revenue, margin expansion, and international growth. EXAS also announced a partnership with TwinStrand Biosciences to exclusively license advanced Duplex Sequencing technology, enhancing its capabilities in early cancer detection and precision oncology.

Tesla (TSLA): -6%

Tesla received an upgrade Thursday afternoon after nearly a week of decline (no catalyst for decline) thanks to its "underappreciated" energy-storage business. This thesis asserts that ss the growth in EV sales slows, Tesla's energy-storage business is set to gain more prominence. By combining energy storage with robotaxis and robotics, Tesla aims to create an Apple-like ecosystem where its hardware—such as cars, robotaxis, and robots—operates on Tesla software in homes, utilities, and businesses. We agree.

Check out the 3 biggest losers here.

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