Warren Buffett
Berkshire Hathaway
$289.6B
28 stocks · Q2 2026, filed Aug 14
▲ 9% over 8 quarters
Largest holdingstop 5 = 71% of the money
AAPL 23%AXP 18%KO 11%GOOGL 10%BAC 10%
1 new · 6 added · 6 cut · 1 sold out
Superinvestors 13F data can be up to 45 days old
What 46 well-known long-term investors held and changed, from the 13F-HR reports they file each quarter (most have filed for Q2 2026). A 13F lists US stocks held at the quarter end and is filed up to 45 days later: it shows no short positions, cash or foreign shares, and it is old news by the time it is filed.
Bought in Q2 2026
+$151.7B
new positions and added shares, all 46 investors
Sold in Q2 2026
−$102.4B
cut or sold out, at quarter-end prices
Most of them bought
SPCXCVNADHR
investors buying minus investors selling
Most of them sold
GOOGLAAPLTXN
367 new positions in all
Dodge & Cox
Dodge & Cox
$186.4B
220 stocks · Q2 2026, filed Aug 13
▲ 8% over 8 quarters
Largest holdingstop 5 = 17% of the money
JCI 4%SCHW 4%RTX 4%CVS 3%MSFT 3%
+135
9 new · 62 added · 80 cut · 9 sold out
First Eagle
First Eagle Investment Management
$115.5B
424 stocks · Q2 2026, filed Aug 5
▲ 143% over 8 quarters
Largest holdingstop 5 = 16% of the money
BDX 4%META 3%TSM 3%FMX 3%ELV 3%
+431
41 new · 364 added · 14 cut · 37 sold out
Bill Nygren
Harris Associates (Oakmark)
$74.5B
160 stocks · Q2 2026, filed Aug 14
▼ 2% over 8 quarters
Largest holdingstop 5 = 17% of the money
KDP 4%ABNB 4%CRM 3%IQV 3%COF 3%
+121
12 new · 47 added · 80 cut · 7 sold out
Chris Hohn
TCI Fund Management
$49.3B
10 stocks · Q2 2026, filed Aug 14
▲ 20% over 8 quarters
Largest holdingstop 5 = 90% of the money
GE 36%V 21%MCO 13%SPGI 12%CP 8%
2 new · 1 added · 2 cut · 1 sold out
Philippe Laffont
Coatue Management
$48.3B
65 stocks · Q2 2026, filed Aug 14
▲ 80% over 8 quarters
Largest holdingstop 5 = 38% of the money
TSM 9%LRCX 8%MU 8%SPCX 7%AMAT 6%
+18
9 new · 9 added · 20 cut · 5 sold out
Andreas Halvorsen
Viking Global Investors
$35.1B
90 stocks · Q2 2026, filed Aug 14
▲ 28% over 8 quarters
Largest holdingstop 5 = 22% of the money
V 6%TSM 4%APD 4%SHW 4%FTV 4%
+77
35 new · 18 added · 27 cut · 22 sold out
Gates Foundation
Gates Foundation Trust
$34.4B
24 stocks · Q2 2026, filed Aug 14
▼ 24% over 8 quarters
Largest holdingstop 5 = 83% of the money
BRKB 21%CAT 20%CNI 18%WM 17%DE 7%
2 new · 0 added · 2 cut · 0 sold out
Chase Coleman
Tiger Global Management
$24.0B
46 stocks · Q2 2026, filed Aug 14
▲ 2% over 8 quarters
Largest holdingstop 5 = 44% of the money
TSM 10%AMZN 10%NVDA 9%GOOGL 9%META 7%
+27
9 new · 6 added · 20 cut · 17 sold out
Chris Davis
Davis Selected Advisers
$23.1B
111 stocks · Q2 2026, filed Aug 11
▲ 30% over 8 quarters
Largest holdingstop 5 = 28% of the money
COF 7%USB 6%CVS 5%VTRS 5%MGM 5%
+78
2 new · 17 added · 82 cut · 2 sold out
Stephen Mandel
Lone Pine Capital
$16.4B
34 stocks · Q2 2026, filed Aug 14
▲ 22% over 8 quarters
Largest holdingstop 5 = 31% of the money
NBIS 7%ASML 7%STX 6%HD 6%AMAT 5%
+24
13 new · 8 added · 13 cut · 15 sold out
Paul Singer
Elliott Investment Management
$14.3B
17 stocks · Q2 2026, filed Aug 14
▲ 34% over 8 quarters
Largest holdingstop 5 = 81% of the money
TFPM 28%PSX 23%SU 11%HPE 10%LUV 9%
2 new · 2 added · 3 cut · 4 sold out
Terry Smith
Fundsmith
$13.6B
41 stocks · Q2 2026, filed Aug 14
▼ 46% over 8 quarters
Largest holdingstop 5 = 30% of the money
MAR 7%SYK 7%WAT 6%V 5%UBER 5%
+19
13 new · 4 added · 21 cut · 6 sold out
Bill Ackman
Pershing Square Capital Management
$13.6B
10 stocks · Q1 2026, filed May 15 older quarter
▲ 51% over 8 quarters
Largest holdingstop 5 = 79% of the money
BN 18%AMZN 18%UBER 16%MSFT 15%QSR 12%
1 new · 1 added · 4 cut · 1 sold out
Tom Gayner
Markel Group
$11.9B
144 stocks · Q3 2026, filed Oct 30 new filing
▲ 10% over 8 quarters
Largest holdingstop 5 = 27% of the money
BRKA 7%BRKB 6%DE 5%AMZN 4%BN 4%
+27
17 new · 25 added · 8 cut · 2 sold out
Polen Capital
Polen Capital Management
$10.8B
218 stocks · Q2 2026, filed Aug 4
▼ 70% over 8 quarters
Largest holdingstop 5 = 35% of the money
LLY 7%NVDA 7%MSFT 7%AVGO 7%AMZN 6%
+261
68 new · 62 added · 86 cut · 70 sold out
Yacktman
Yacktman Asset Management
$8.4B
75 stocks · Q3 2026, filed Nov 2 new filing
▲ 6% over 8 quarters
Largest holdingstop 5 = 31% of the money
CNQ 8%BRKB 7%MSFT 6%SCHW 5%GOOG 5%
+22
4 new · 32 added · 11 cut · 0 sold out
Carl Icahn
Icahn Capital
$8.3B
12 stocks · Q2 2026, filed Aug 14
▼ 16% over 8 quarters
Largest holdingstop 5 = 93% of the money
IEP 54%CVI 24%UAN 6%CTRI 5%IFF 4%
0 new · 2 added · 2 cut · 0 sold out
Edgar Wachenheim
Greenhaven Associates
$8.0B
27 stocks · Q3 2026, filed Oct 26 new filing
▲ 18% over 8 quarters
Largest holdingstop 5 = 57% of the money
LEN 13%BDX 13%General Mot… 12%TOL 10%PHM 8%
1 new · 7 added · 13 cut · 2 sold out
Thomas Russo
Gardner Russo & Quinn
$7.8B
84 stocks · Q2 2026, filed Aug 13
▼ 10% over 8 quarters
Largest holdingstop 5 = 53% of the money
BRKA 14%PM 10%MA 10%Compagnie F… 10%Heineken Ho… 9%
+28
1 new · 9 added · 41 cut · 2 sold out
David Tepper
Appaloosa
$6.8B
24 stocks · Q2 2026, filed Aug 14
▲ 6% over 8 quarters
Largest holdingstop 5 = 61% of the money
AMZN 18%MU 16%TSM 12%UBER 8%EWY 7%
+7
6 new · 10 added · 4 cut · 12 sold out
Ruane Cunniff
Ruane, Cunniff & Goldfarb
$6.1B
53 stocks · Q2 2026, filed Aug 14
▼ 1% over 8 quarters
Largest holdingstop 5 = 42% of the money
GOOGL 12%TSM 9%FWONK 8%SCHW 7%COF 6%
+14
4 new · 6 added · 29 cut · 0 sold out
Mason Morfit
ValueAct Holdings
$5.6B
18 stocks · Q2 2026, filed Aug 14
▼ 32% over 8 quarters
Largest holdingstop 5 = 57% of the money
V 14%AMZN 12%RKT 12%BLK 10%META 9%
1 new · 7 added · 6 cut · 1 sold out
David Abrams
Abrams Capital Management
$5.5B
11 stocks · Q2 2026, filed Aug 13
▼ 12% over 8 quarters
Largest holdingstop 5 = 85% of the money
LOAR 47%LAD 13%GOOGL 9%SGI 8%ABG 8%
0 new · 0 added · 1 cut · 0 sold out
Chuck Akre
Akre Capital Management
$5.1B
19 stocks · Q2 2026, filed Aug 14
▼ 58% over 8 quarters
Largest holdingstop 5 = 58% of the money
MA 20%MCO 10%BN 10%KKR & CO L P DEL 9%FICO 8%
0 new · 2 added · 12 cut · 0 sold out
Seth Klarman
Baupost Group
$4.9B
22 stocks · Q2 2026, filed Aug 13
▲ 51% over 8 quarters
Largest holdingstop 5 = 52% of the money
AMZN 18%ELV 10%QSR 10%FERG 7%GPC 7%
3 new · 5 added · 9 cut · 2 sold out
Dan Loeb
Third Point
$4.7B
42 stocks · Q2 2026, filed Aug 14
▼ 37% over 8 quarters
Largest holdingstop 5 = 38% of the money
WBD 12%AMZN 9%GOOGL 8%CRH 5%TDS 5%
+19
18 new · 13 added · 4 cut · 9 sold out
Stanley Druckenmiller
Duquesne Family Office
$4.3B
85 stocks · Q2 2026, filed Aug 14
▲ 52% over 8 quarters
Largest holdingstop 5 = 39% of the money
NTRA 20%TSM 6%STM 5%INSM 4%YPF 3%
+66
43 new · 15 added · 10 cut · 23 sold out
Mark Massey
AltaRock Partners
$4.2B
8 stocks · Q2 2026, filed Aug 17
▼ 16% over 8 quarters
Largest holdingstop 5 = 96% of the money
AMZN 32%TDG 28%MSFT 20%MA 9%V 7%
0 new · 3 added · 5 cut · 0 sold out
Nelson Peltz
Trian Fund Management
$4.2B
8 stocks · Q2 2026, filed Aug 12
▲ 9% over 8 quarters
Largest holdingstop 5 = 94% of the money
GE 36%JHG 32%SOLV 15%FERG 6%WEN 6%
0 new · 1 added · 2 cut · 0 sold out
Jensen Investment
Jensen Investment Management
$4.1B
83 stocks · Q2 2026, filed Aug 7
▼ 66% over 8 quarters
Largest holdingstop 5 = 32% of the money
GOOGL 7%MSFT 7%AMZN 6%AAPL 6%NVDA 6%
+52
1 new · 8 added · 66 cut · 2 sold out
C.T. Fitzpatrick
Vulcan Value Partners
$3.1B
35 stocks · Q2 2026, filed Aug 10
▼ 45% over 8 quarters
Largest holdingstop 5 = 50% of the money
EG 12%MSFT 12%RYAN 10%MA 8%AMZN 8%
+11
4 new · 6 added · 25 cut · 1 sold out
Li Lu
Himalaya Capital
$2.8B
7 stocks · Q2 2026, filed Aug 14
▲ 44% over 8 quarters
Largest holdingstop 5 = 97% of the money
GOOGL 32%PDD 29%BRKB 20%EWBC 13%CROX 4%
0 new · 2 added · 0 cut · 6 sold out
Francois Rochon
Giverny Capital
$2.8B
50 stocks · Q2 2026, filed Aug 14
▲ 9% over 8 quarters
Largest holdingstop 5 = 29% of the money
HEIA 7%META 6%SCHW 6%ADP 5%AME 5%
+27
7 new · 11 added · 27 cut · 7 sold out
Chad Williams
Turtle Creek Asset Management
$2.6B
38 stocks · Q2 2026, filed Aug 14
▼ 39% over 8 quarters
Largest holdingstop 5 = 31% of the money
FISV 7%CIGI 7%FND 6%BFH 6%KNSL 5%
+14
1 new · 19 added · 17 cut · 2 sold out
Mason Hawkins
Southeastern Asset Management
$1.9B
47 stocks · Q2 2026, filed Aug 14
▼ 10% over 8 quarters
Largest holdingstop 5 = 41% of the money
RYN 10%MAT 9%CNX 8%PPLI 8%ACI 6%
+13
2 new · 8 added · 24 cut · 4 sold out
Bruce Berkowitz
Fairholme Capital
$1.5B
13 stocks · Q2 2026, filed Aug 14
▲ 2% over 8 quarters
Largest holdingstop 5 = 97% of the money
JOE 76%EPD 14%OZK 3%BRKB 3%WRB 1%
3 new · 4 added · 1 cut · 0 sold out
Wally Weitz
Weitz Investment Management
$1.3B
49 stocks · Q2 2026, filed Aug 12
▼ 30% over 8 quarters
Largest holdingstop 5 = 34% of the money
BRKB 10%DHR 7%V 7%MA 6%AON 5%
+9
3 new · 10 added · 19 cut · 2 sold out
Tweedy Browne
Tweedy, Browne Co
$1.2B
98 stocks · Q3 2026, filed Nov 4 new filing
▼ 17% over 8 quarters
Largest holdingstop 5 = 50% of the money
CNH 20%KOF 10%BRKA 9%IONS 6%JNJ 4%
+72
12 new · 47 added · 33 cut · 5 sold out
Triple Frond Partners
Triple Frond Partners
$1.0B
12 stocks · Q2 2026, filed Aug 13
▲ 61% over 8 quarters
Largest holdingstop 5 = 69% of the money
ASML 23%TDG 14%MSFT 13%AMZN 10%MA 9%
2 new · 0 added · 2 cut · 1 sold out
Christopher Bloomstran
Semper Augustus Investments
$883.7M
49 stocks · Q2 2026, filed Aug 14
▲ 49% over 8 quarters
Largest holdingstop 5 = 52% of the money
BRKB 16%ALK 11%BRKA 10%DG 9%DECK 8%
+6
7 new · 11 added · 12 cut · 1 sold out
Zhang Lei
Hillhouse (HHLR Advisors)
$832.1M
35 stocks · Q2 2026, filed Aug 14
▼ 82% over 8 quarters
Largest holdingstop 5 = 68% of the money
LEGN 21%FUTU 20%AVBP 16%MRVL 6%VIPS 6%
+2
6 new · 6 added · 6 cut · 9 sold out
William von Mueffling
Cantillon Capital Management
$665.1M
27 stocks · Q2 2026, filed Jul 29
▼ 96% over 8 quarters
Largest holdingstop 5 = 40% of the money
AVGO 11%GOOGL 9%TSM 8%IBKR 7%AMAT 6%
+13
0 new · 0 added · 27 cut · 11 sold out
David Rolfe
Wedgewood Partners
$484.4M
18 stocks · Q2 2026, filed Aug 14
▼ 12% over 8 quarters
Largest holdingstop 5 = 43% of the money
TSM 10%GOOGL 9%META 9%AAPL 8%MSFT 7%
0 new · 8 added · 10 cut · 4 sold out
Mohnish Pabrai
Dalal Street
$326.7M
4 stocks · Q2 2026, filed Aug 13
▲ 32% over 8 quarters
Largest holdingstop 5 = 100% of the money
HCC 43%RIG 30%AMR 26%KSPI 0%
1 new · 0 added · 2 cut · 0 sold out
Francis Chou
Chou Associates
$191.0M
30 stocks · Q2 2026, filed Aug 12
▲ 33% over 8 quarters
Largest holdingstop 5 = 63% of the money
BRKA 34%SYF 9%OXY 8%SIRI 6%AAPL 6%
1 new · 0 added · 1 cut · 1 sold out
No investor matches.