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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.

Stocks the most followed investors sold out of or reduced in their latest quarter. Stocks Tickdelta covers link to their company page.

#StockInvestorsWho
1GOOGL Alphabet Inc18 Bill Ackman -95%, Thomas Russo -4%, Tweedy Browne -2%, Andreas Halvorsen Sold out, Chase Coleman -45%, Polen Capital -1%, Ruane Cunniff -6%, Chris Davis -5%, First Eagle -13%, Terry Smith -40%, Tom Gayner -9%, David Abrams -27%, William von Mueffling -95%, David Rolfe -18%, Mark Massey -3%, Francois Rochon -11%, Jensen Investment -45%, Bill Nygren -25%
2MSFT Microsoft Corp11 David Tepper Sold out, Andreas Halvorsen -37%, Chase Coleman -9%, Polen Capital -26%, Wally Weitz -10%, Terry Smith -23%, Chris Hohn Sold out, William von Mueffling -94%, C.T. Fitzpatrick -11%, Francois Rochon -6%, Jensen Investment -37%
3META Meta Platforms Inc11 Dan Loeb Sold out, Chase Coleman -9%, Philippe Laffont -10%, Polen Capital -31%, Ruane Cunniff -23%, Chris Davis -4%, Wally Weitz -3%, Terry Smith -20%, Tom Gayner -11%, Francois Rochon -2%, Jensen Investment -68%
4AMZN Amazon Com Inc10 Dan Loeb -10%, Thomas Russo -10%, Chase Coleman -3%, Polen Capital -28%, Wally Weitz -2%, Triple Frond Partners -10%, C.T. Fitzpatrick -38%, Mark Massey -24%, Jensen Investment -14%, Bill Nygren -2%
5TSM Taiwan Semiconductor Manufac10 Stephen Mandel -93%, Andreas Halvorsen -29%, Chase Coleman -12%, Philippe Laffont -4%, Ruane Cunniff -3%, Chris Davis -45%, William von Mueffling -95%, David Rolfe -18%, Francois Rochon -55%, Jensen Investment -3%
6BRKB Berkshire Hathaway Inc Del9 Chuck Akre -21%, Thomas Russo -3%, Tweedy Browne -3%, Ruane Cunniff -3%, Chris Davis -2%, Gates Foundation -14%, Wally Weitz -3%, Francois Rochon -34%, Bill Nygren -1%
7V Visa Inc9 Chuck Akre -32%, Thomas Russo -7%, Philippe Laffont Sold out, Polen Capital -26%, Terry Smith -35%, William von Mueffling -95%, C.T. Fitzpatrick -28%, Francois Rochon -2%, Bill Nygren -1%
8AAPL Apple Inc8 Thomas Russo -3%, Andreas Halvorsen Sold out, Polen Capital -29%, Dodge & Cox -1%, Francis Chou -9%, David Rolfe -3%, Francois Rochon -14%, Jensen Investment -46%
9MA Mastercard Incorporated7 Chuck Akre -13%, Thomas Russo -2%, Stephen Mandel Sold out, Polen Capital -26%, Wally Weitz -1%, Jensen Investment -29%, Bill Nygren -15%
10AVGO Broadcom Inc7 Dan Loeb Sold out, Stanley Druckenmiller Sold out, Chase Coleman -51%, Polen Capital -27%, William von Mueffling -95%, Jensen Investment -12%, Bill Nygren -2%
11SUNB Sunbelt Rentals Holdings Inc6 Thomas Russo -2%, Ruane Cunniff -22%, First Eagle -48%, Chad Williams -30%, Francois Rochon -9%, Bill Nygren -10%
12ACN Accenture Plc Ireland6 Polen Capital -89%, Ruane Cunniff -3%, Wally Weitz -30%, Edgar Wachenheim Sold out, Jensen Investment -10%, Bill Nygren -5%
13ORCL Oracle Corp6 Thomas Russo -25%, Polen Capital -29%, Chris Davis -7%, William von Mueffling -92%, Jensen Investment -2%, Bill Nygren -12%
14UNH Unitedhealth Group Inc6 David Tepper Sold out, Chase Coleman -15%, Ruane Cunniff -3%, Dodge & Cox -4%, C.T. Fitzpatrick -93%, Jensen Investment -42%
15TXN Texas Instruments, Inc.6 Chris Davis -14%, First Eagle -97%, Wally Weitz -51%, Terry Smith -31%, Jensen Investment -11%, Bill Nygren -3%
16BAC Bank Of Amer Corp5 Warren Buffett -6%, Li Lu Sold out, Tweedy Browne -6%, Chris Davis -14%, Dodge & Cox -4%
17NVDA Nvidia Corporation5 Dan Loeb Sold out, Chase Coleman -7%, Philippe Laffont -4%, Polen Capital -3%, Jensen Investment -27%
18COF Capital One Finl Corp5 Warren Buffett -58%, Stephen Mandel Sold out, Andreas Halvorsen -76%, Ruane Cunniff -3%, Chris Davis -3%
19SCHW Schwab Charles Corp5 Andreas Halvorsen -27%, Ruane Cunniff -3%, Chris Davis -7%, Yacktman -1%, Edgar Wachenheim -16%
20AMAT Applied Matls Inc5 Chase Coleman -1%, Philippe Laffont -20%, Chris Davis -91%, William von Mueffling -97%, Bill Nygren -12%
21ADI Analog Devices, Inc.5 Dodge & Cox -4%, First Eagle Sold out, Wally Weitz -20%, William von Mueffling -95%, Francois Rochon -45%
22SPOT Spotify Technology S A5 Stephen Mandel Sold out, Chase Coleman -26%, Philippe Laffont -1%, Polen Capital -24%, William von Mueffling -95%
23DIS Disney Walt Productions5 Thomas Russo -1%, Mason Morfit Sold out, Andreas Halvorsen -46%, Dodge & Cox -2%, Francois Rochon -4%
24AXP American Express5 Thomas Russo -21%, Tweedy Browne -4%, Chris Davis -10%, Dodge & Cox -2%, Christopher Bloomstran -4%
25BNY Bank Of New York Mellon Corp5 Tweedy Browne -9%, Chris Davis -30%, Dodge & Cox -29%, Yacktman -2%, Bill Nygren -1%
26XOM Exxon Mobil Corp5 Thomas Russo Sold out, First Eagle -3%, Christopher Bloomstran -1%, Tom Gayner Sold out, Bill Nygren Sold out
27JPM J.p. Morgan Chase5 Thomas Russo -83%, Chris Davis -14%, Dodge & Cox -1%, Edgar Wachenheim -60%, Francois Rochon -8%
28UBER Uber Technologies Inc4 Bill Ackman -1%, Thomas Russo -2%, Polen Capital -80%, William von Mueffling -95%
29BRKA Berkshire Hathaway Inc Cl A4 Thomas Russo -2%, Ruane Cunniff -6%, Chris Davis -6%, Francois Rochon -18%
30QSR Restaurant Brands Intl Inc4 Bill Ackman -1%, Seth Klarman -16%, Stanley Druckenmiller Sold out, Chris Davis -22%