Social Sentiment Stocks
Top 10 of 75 BUZZ holdings, updated
As of 12 October 2026, social sentiment stocks are losing ground: still ahead of the S&P 500 over the longer run, but behind over the past month. BUZZ trails the S&P 500 by 0.4 points over one month and ranks #23 of 115 groups Zensei tracks. 30 of the 74 social sentiment stocks Zensei prices in BUZZ beat the fund this month.
Where social sentiment stocks stand now
As of 12 October 2026, Social Sentiment (BUZZ) ranks #23 of the 115 groups Zensei tracks by one-month return against the S&P 500. It is losing its lead. It built a 3.3-point advantage over the S&P 500 across the longer, time-shifted window, but over the past month it has slipped 0.4 points behind the market — the Cooling quadrant of the rotation map.
On the shorter tape, BUZZ's momentum is weakening: the intraday trend that carried the move is cooling across the shorter windows. BUZZ's relative-strength line has broken below its long-term average — the long-term outperformance trend is no longer intact. Both signals point the same direction here: the market is not rewarding this group on either horizon.
The exposure comes via VanEck Social Sentiment ETF, whose 75 tracked holdings are led by Moderna Inc, MicroStrategy and GameStop. Weighted by portfolio, the fund's holdings trade at roughly 25.6× earnings. The thing to watch from here is whether this is a pause or a handoff: cooling groups sometimes reset and reclaim leadership, but a deepening one-month deficit usually means rotation has moved on.
As of , these are the largest social sentiment stocks in BUZZ by fund weight, and the strongest over the past month. Size and recent return are measurements, not recommendations.
Top social sentiment stocks by fund weight
Ranked by largest share of BUZZ
- 1Moderna IncMRNA4.1%
- 2MicroStrategyMSTR3.5%
- 3GameStopGME3.4%
- 4Super Micro ComputerSMCI3.2%
- 5Meta PlatformsMETA3.2%
Best social sentiment stocks this month
Ranked by one-month return, among the holdings Zensei prices
- 1Moderna IncMRNA+48.5%
- 2Sentinelone IncS+29.9%
- 3GameStopGME+28.7%
- 4Immunitybio IncIBRX+27.9%
- 5CrowdStrikeCRWD+27.2%
Social Sentiment Stocks vs the S&P 500
Over the week to 12 October 2026, BUZZ fell 3.0% while the S&P 500 rose 0.4%. The table compares BUZZ and SPY (the S&P 500) over every window Zensei tracks. The spread is the difference: positive means BUZZ won that window.
Prices as of · computed from daily adjusted closes · how we measure
Social Sentiment on the rotation map, against the 11 broad S&P 500 sectors. Vertical: 1-month spread vs the S&P 500. Horizontal: the longer, time-shifted window.
Are social sentiment stocks expensive?
The price-to-earnings ratio of BUZZ as a whole: the total price of its holdings over their total earnings, weighted by share of the fund. Holdings that lose money are left out. Compare with every sector and theme: P/E ratio by sector.
BUZZ holdings: the social sentiment stocks inside
This list covers all 75 social sentiment stocks in BUZZ, heaviest first; the 10 largest show their returns where Zensei has a price. As of 12 October 2026, 30 of the 74 social sentiment stocks Zensei prices in BUZZ beat the fund over the past month. 30 of them beat the S&P 500. The strongest is Moderna Inc (MRNA); the weakest is Riot Platforms (RIOT). Inside the fund, one or two outliers drive most of the move.
| # | Holding | Weight | 1M | 3M | vs fund 1M | Momentum | RS health |
|---|---|---|---|---|---|---|---|
| 1 | MRNAModerna Inc | 4.1% | +48.5% | +219.0% | +46.8 pts | Strong | Strong |
| 2 | MSTRMicroStrategy | 3.5% | +16.6% | +65.8% | +14.9 pts | Fading | Strong |
| 3 | GMEGameStop | 3.4% | +28.7% | +23.6% | +27.1 pts | Accelerating | Strong |
| 4 | SMCISuper Micro Computer | 3.2% | −0.3% | +44.5% | |||
| 5 | METAMeta Platforms | 3.2% | +14.7% | +13.2% | |||
| 6 | INTCIntel | 3.1% | −1.5% | −1.7% | |||
| 7 | MUMicron Technology | 3.1% | +1.4% | +5.6% | |||
| 8 | NVDANVIDIA | 3.0% | +3.7% | +11.3% | |||
| 9 | AAPLApple | 3.0% | +2.6% | +7.6% | |||
| 10 | ASTSAST SpaceMobile | 2.9% | −14.0% | −23.9% |
All 75 BUZZ holdings by weight: Moderna Inc (MRNA) 4.1%, MicroStrategy (MSTR) 3.5%, GameStop (GME) 3.4%, Super Micro Computer (SMCI) 3.2%, Meta Platforms (META) 3.2%, Intel (INTC) 3.1%, Micron Technology (MU) 3.1%, NVIDIA (NVDA) 3.0%, Apple (AAPL) 3.0%, AST SpaceMobile (ASTS) 2.9%, Nebius Group (NBIS) 2.9%, Sandisk (SNDK) 2.9%, Tesla (TSLA) 2.8%, IREN (IREN) 2.7%, Palantir Technologies (PLTR) 2.7%, Broadcom (AVGO) 2.4%, Immunitybio Inc (IBRX) 2.1%, Nike Inc (NKE) 2.1%, SoFi Technologies (SOFI) 2.0%, Rocket Lab (RKLB) 2.0%, Marvell Technology (MRVL) 2.0%, Robinhood Markets (HOOD) 2.0%, AMD (AMD) 1.9%, Oracle (ORCL) 1.8%, Alphabet (GOOGL) 1.7%, AppLovin (APP) 1.6%, Cipher Digital Inc (CIFR) 1.4%, Amazon (AMZN) 1.4%, Applied Digital (APLD) 1.4%, Lululemon Athletica (LULU) 1.2%, BitMine Immersion Technologies (BMNR) 1.2%, PayPal (PYPL) 1.1%, Bloom Energy (BE) 1.1%, Dell Technologies (DELL) 1.1%, CoreWeave (CRWV) 1.1%, Uipath Inc (PATH) 0.9%, Coinbase (COIN) 0.9%, Walmart (WMT) 0.9%, Microsoft (MSFT) 0.9%, Netflix (NFLX) 0.8%, TeraWulf (WULF) 0.8%, ServiceNow (NOW) 0.8%, IonQ (IONQ) 0.8%, Hims & Hers Health (HIMS) 0.8%, Reddit (RDDT) 0.7%, Celsius Holdings Inc (CELH) 0.7%, Uber Technologies (UBER) 0.7%, Rivian Automotive (RIVN) 0.6%, CrowdStrike (CRWD) 0.6%, The Trade Desk (TTD) 0.6%, Snap (SNAP) 0.6%, Salesforce (CRM) 0.5%, Sentinelone Inc (S) 0.5%, Take-Two Interactive Software Inc (TTWO) 0.5%, Tempus AI Inc (TEM) 0.5%, GLXY 0.4%, Oklo (OKLO) 0.4%, Hewlett Packard Enterprise Co (HPE) 0.4%, PSKY 0.4%, TG Therapeutics Inc (TGTX) 0.4%, Adobe Inc (ADBE) 0.4%, Circle Internet Group (CRCL) 0.4%, Mcdonald's Corp (MCD) 0.4%, Cisco Systems Inc (CSCO) 0.4%, Boeing (BA) 0.3%, Norwegian Cruise Line Holdings Ltd (NCLH) 0.3%, Snowflake (SNOW) 0.3%, Qualcomm (QCOM) 0.3%, Draftkings Inc (DKNG) 0.3%, Intuit Inc (INTU) 0.3%, Riot Platforms (RIOT) 0.3%, Barrick Mining Corp 0.3%, Venture Global Inc (VG) 0.3%, D-Wave Quantum (QBTS) 0.2%, Vistra Corp (VST) 0.2%.
Social Sentiment stocks with their own page
Zensei publishes a page for 1 of the stocks in BUZZ; each page shows the stock against the S&P 500 and its sector.
| Stock | Ticker | Weight in BUZZ | 1M return |
|---|---|---|---|
| AST SpaceMobile | ASTS | 2.9% | −14.0% |
Weight is the share of BUZZ. 1M is the plain one-month return to the close of . All stock pages
Social Sentiment Stocks: common questions
Social sentiment stocks list: which stocks are in BUZZ?
As of 12 October 2026, BUZZ holds 75 social sentiment stocks, and this page lists all 75. The three largest by fund weight are Moderna Inc (MRNA, 4.1%), MicroStrategy (MSTR, 3.5%) and GameStop (GME, 3.4%). Each one shows its fund weight; the 10 largest also show their one-month and three-month returns where Zensei has a price.
What are the best social sentiment stocks this month?
As of 12 October 2026, ranked by one-month return, the three strongest social sentiment stocks in BUZZ are Moderna Inc (MRNA, +48.5%), Sentinelone Inc (S, +29.9%) and GameStop (GME, +28.7%). This ranks past return only; it does not forecast the next month.
What are the top 3 social sentiment stocks?
As of 12 October 2026, the three largest social sentiment stocks in BUZZ by fund weight are Moderna Inc (MRNA, 4.1%), MicroStrategy (MSTR, 3.5%) and GameStop (GME, 3.4%). Fund weight shows size inside the fund, not a recommendation.
Which social sentiment stocks are beating the sector?
As of 12 October 2026, 30 of the 74 social sentiment stocks Zensei prices in BUZZ beat the fund over the past month. The strongest over the past month is Moderna Inc (MRNA). The table above shows the largest holdings with their weights and returns.
Which ETF holds social sentiment stocks?
Several ETFs hold social sentiment stocks. Zensei tracks the group through BUZZ, the VanEck Social Sentiment ETF. As of 12 October 2026, its published holdings list 75 social sentiment stocks, and the 10 largest make up 32.4% of the fund.
Are social sentiment stocks outperforming the S&P 500?
No. As of 12 October 2026, BUZZ trails the S&P 500 by 0.4 points over the past month.
What is BUZZ?
BUZZ is VanEck Social Sentiment ETF. Zensei uses it to measure social sentiment stocks against the S&P 500 (SPY).
What stocks does BUZZ own?
As of 12 October 2026, the largest of the 75 positions Zensei tracks in BUZZ are Moderna Inc, MicroStrategy, GameStop, Super Micro Computer, Meta Platforms. Each position measured against the fund, with momentum and relative strength, is part of Zensei Premium.
What quadrant is social sentiment in right now?
As of 12 October 2026, social sentiment is in the Cooling quadrant — still ahead over the longer window, but behind the market over the past month. The Zensei methodology page explains the quadrants.
Recent changes
- ·Beating the market → losing ground
- ·Among the strongest → beating the market
- ·Gaining ground → among the strongest
- ·First tracked: gaining ground
Related sectors
Track social sentiment against the whole market
Zensei Edge maps 100+ sectors and themes against the S&P 500 — with the stocks inside each one, rotation history and alerts when leadership changes hands.
Compare all sectors: Sector heat map · Sector P/E ratios