13F · Q2 2026 · portfolios as of June 30, 2026
The stocks top hedge funds and investors agree on
Here “top investors” means the 47 well-known investors with a page on the site, hand-picked (hedge fund managers and others); not every concentrated manager.
In Q2 2026, Seagate Technology Holdings (STX) leads the buying overlaps among well-known investors: Stanley Druckenmiller, Tiger Global and Lone Pine bought it and none of them sold. On the selling side, Lam Research (LRCX): 4 of them sold (Tiger Global, Coatue, Ray Dalio and Jeremy Grantham). The stock that split them most was Alphabet (GOOGL): 7 bought and 9 sold.
So far in Q3 2026: 148 of 703 concentrated managers have filed
Partial count: Q3 2026 13F filings are due by November 16, 2026. The lists on this page are for Q2 2026, the latest complete quarter; they switch to Q3 2026 once 90% of managers have filed.
Of the 46 well-known investors, 2 have filed.
Agree on buying
Two or more bought it and none sold.
▲ 3 bought: Stanley Druckenmiller, Tiger Global, Lone Pine · 2 new positions
▲ 3 bought: Bill Ackman, David Tepper, Terry Smith · 1 new position
▲ 2 bought: Gates Foundation Trust, Lone Pine · 2 new positions
- LindeLIN
▲ 2 bought: Lone Pine, Dan Sundheim · 2 new positions
- Nebius GroupNBIS
▲ 2 bought: Soros Fund, Lone Pine · 2 new positions
- TTM TechnologiesTTMI
▲ 2 bought: Dan Loeb, Lone Pine · 2 new positions
- Veeva SystemsVEEV
▲ 2 bought: Terry Smith, Giverny Capital · 2 new positions
▲ 2 bought: Berkshire Hathaway, Stanley Druckenmiller · 1 new position
▲ 2 bought: Viking Global, Soros Fund · 1 new position
- IntelINTC
▲ 2 bought: Tiger Global, Coatue · 1 new position
▲ 2 bought: Dan Loeb, Lone Pine · 1 new position
▲ 2 bought: Lone Pine, Dan Sundheim
▲ 2 bought: Viking Global, Dan Sundheim
▲ 2 bought: Ray Dalio, Joel Greenblatt
▲ 2 bought: Ray Dalio, Ken Griffin
Agree on selling
Two or more sold it and none bought.
- Lam ResearchLRCX
▼ 4 sold: Tiger Global, Coatue, Ray Dalio, Jeremy Grantham
- Walt DisneyDIS
▼ 3 sold: Viking Global, ValueAct, Nick Train · 1 full exit
▼ 2 sold: Berkshire Hathaway, Li Lu · 1 full exit
- CorningGLW
▼ 2 sold: David Tepper, Lone Pine · 1 full exit
▼ 2 sold: Howard Marks, Steve Cohen · 1 full exit
- Moody'sMCO
▼ 2 sold: Li Lu, Akre Capital · 1 full exit
▼ 2 sold: Soros Fund, Lone Pine · 1 full exit
▼ 2 sold: Giverny Capital, Steve Cohen
▼ 2 sold: Akre Capital, Lone Pine
▼ 2 sold: Dan Loeb, Lone Pine
- Fair IsaacFICO
▼ 2 sold: Nick Train, Dev Kantesaria
- RokuROKU
▼ 2 sold: Stanley Druckenmiller, Cathie Wood
- TD SynnexSNX
▼ 2 sold: David Einhorn, Glenn Greenberg
- TeradyneTER
▼ 2 sold: Cathie Wood, Steve Cohen
- TripadvisorTRIP
▼ 2 sold: Starboard Value, Mason Hawkins
- WoodwardWWD
▼ 2 sold: Stanley Druckenmiller, Soros Fund
Split
Some bought what others sold: the same stock, two opposite reads.
- AlphabetGOOGL
▲ 7 bought: Berkshire Hathaway, David Tepper, Stanley Druckenmiller, Seth Klarman, Dan Loeb, Chris Hohn, Cathie Wood · 1 new position
▼ 9 sold: Bill Ackman, Tiger Global, Viking Global, Terry Smith, Ray Dalio, Nick Train, Tom Russo, Bill Nygren, Jeremy Grantham · 2 full exits
- Amazon.comAMZN
▲ 6 bought: David Tepper, Stanley Druckenmiller, Seth Klarman, Coatue, Viking Global, Dragoneer · 1 new position
▼ 5 sold: Bill Ackman, Dan Loeb, Soros Fund, Ray Dalio, Dan Sundheim
▲ 4 bought: David Tepper, Stanley Druckenmiller, Dan Loeb, Terry Smith · 1 new position
▼ 5 sold: Tiger Global, Viking Global, Lone Pine, Ray Dalio, Ken Griffin
- NVIDIANVDA
▲ 1 bought: Jeremy Grantham
▼ 7 sold: Dan Loeb, Tiger Global, Dragoneer, Ray Dalio, Ken Griffin, Dan Sundheim, Steve Cohen · 3 full exits
- BroadcomAVGO
▲ 1 bought: David Tepper · 1 new position
▼ 5 sold: Stanley Druckenmiller, Tiger Global, Ray Dalio, Dan Sundheim, Steve Cohen · 2 full exits
- Meta PlatformsMETA
▲ 4 bought: Bill Ackman, David Tepper, Viking Global, Dan Sundheim · 1 new position
▼ 2 sold: Dan Loeb, Dragoneer · 2 full exits
▲ 3 bought: Stanley Druckenmiller, Tiger Global, Dragoneer · 3 new positions
▼ 2 sold: Cathie Wood, Ray Dalio
- Berkshire HathawayBRK/B
▲ 3 bought: Li Lu, Bruce Berkowitz, Semper Augustus
▼ 2 sold: Gates Foundation Trust, Giverny Capital
▲ 3 bought: Bill Ackman, Terry Smith, Jeremy Grantham · 2 new positions
▼ 2 sold: Akre Capital, Dev Kantesaria
- S&P GlobalSPGI
▲ 3 bought: Bill Ackman, Soros Fund, Semper Augustus · 2 new positions
▼ 2 sold: Li Lu, Dev Kantesaria · 1 full exit
- VisaV
▲ 2 bought: Bill Ackman, Tiger Global · 2 new positions
▼ 3 sold: Akre Capital, Terry Smith, Dev Kantesaria
▲ 1 bought: Lone Pine · 1 new position
▼ 3 sold: Coatue, Ray Dalio, Steve Cohen
- GE VernovaGEV
▲ 2 bought: Terry Smith, Ken Fisher · 1 new position
▼ 2 sold: Tiger Global, Ray Dalio
▲ 1 bought: Coatue
▼ 3 sold: David Tepper, Ray Dalio, Ken Griffin
- NetflixNFLX
▲ 3 bought: Bill Ackman, Terry Smith, Jeremy Grantham · 2 new positions
▼ 1 sold: Tiger Global · 1 full exit
- MicrosoftMSFT
▲ 2 bought: Bill Ackman, Jeremy Grantham
▼ 1 sold: Chris Hohn · 1 full exit
▲ 1 bought: Bill Ackman
▼ 2 sold: Stanley Druckenmiller, Seth Klarman · 1 full exit
- SeaSE
▲ 1 bought: Howard Marks · 1 new position
▼ 2 sold: Tiger Global, Dan Sundheim
▲ 1 bought: Steve Cohen · 1 new position
▼ 2 sold: Terry Smith, Dan Sundheim
▲ 2 bought: Dan Loeb, David Einhorn · 2 new positions
▼ 1 sold: Bill Nygren
How it is calculated
What a 13F is. The form on which managers running more than US$ 100 million disclose their US stock positions to the SEC, four times a year. It is filed up to 45 days after each quarter ends. More about the 13F.
Who the concentrated managers are. Of everyone filing a 13F, only concentrated managers are counted here: 703 with a portfolio this quarter. The group is defined by the shape of the portfolio (5 to 100 stocks, at least 45% in the top 10 positions and low turnover), not by size, fame or results: it includes small firms and filers with an unverified type, and each one weighs the same. Operating companies, banks, foundations, pension funds and private equity are left out when a document tells us so. See the methodology.
Who the well-known investors are. A different, much smaller group: the 47 investors with their own page on the site (Buffett, Ackman, Tepper…), hand-picked because they are the most followed. They do not come from a rule and are not “the best”, and some are not concentrated managers. They appear under the person's name or, if the page does not carry it, the firm's. See the list.
How overlaps are measured. We look at material moves by well-known investors (those with their own page on the site). “Agree on buying”: two or more bought it and none sold. “Agree on selling”: two or more sold it and none bought. “Split”: some bought what others sold.
It is a snapshot of a quarter that has already closed. Portfolios are as of June 30, 2026 and became public up to August 14, 2026, the filing deadline. They may have changed since. A 13F does not include short positions, bonds, cash or stocks not listed in the United States.
Data date: portfolios as of June 30, 2026 · filing deadline: August 14, 2026 · next update: with the Q3 2026 13F filings, due November 16, 2026.
Source: 13F filings with the SEC. This is research information: it describes what managers reported and is not investment advice.