Investors

85 long-only stock pickers and the portfolios they disclose each quarter on SEC Form 13F: every position, and what they bought and sold since the quarter before. Read straight from EDGAR. New to the form? Start with how to read a 13F.

Q2 2026: what they bought and sold

Latest 13F filings

82 of 85 filed for Q2 2026 · Q3 2026: 1 filed so far, due Nov 16, 2026

Manager	Filed	What changed	Portfolio
David Katz	Oct 13, 2026	sold LMT added +411% MCD bought UBER +85 more	$1.2B−1%
Francois Rochon	Aug 26, 2026	reduced −34% BRK-B reduced −56% KEYS added +56% ADP +53 more	$3.0B+9%
First Eagle	Aug 24, 2026	reduced −99% TXN bought BKNG reduced −66% EXPD +434 more	$60.8B+3%
AltaRock	Aug 17, 2026	reduced −24% AMZN reduced −65% MCO added +25% MSFT +5 more	$4.2B+3%
Kahn Brothers	Aug 17, 2026	reduced −52% OGNadded +117% Zadded +105% MBI+27 more	$632.7M+12%
Buffett	Aug 14, 2026	added +45% GOOGL added +658% GOOG reduced −6% BAC +12 more	$299.3B+14%
Bill Nygren	Aug 14, 2026	reduced −81% PSX reduced −25% GOOGL reduced −85% WBD +151 more	$75.4B+1%
Chris Hohn	Aug 14, 2026	sold MSFT bought MLM bought VMC +7 more	$52.8B+17%
Viking Global	Aug 14, 2026	sold AAPL reduced −78% TSLAbought RACE+99 more	$35.1B−2%
Gates	Aug 14, 2026	reduced −14% BRK-B bought HD reduced −3% WM +2 more	$34.4B+9%
Bridgewater	Aug 14, 2026	reduced −92% MUadded +22% SPYreduced −54% AMZN +1198 more	$24.4B+9%
Chase Coleman	Aug 14, 2026	reduced −45% GOOGL reduced −51% AVGObought CBRS+49 more	$24.0B+5%
Ackman	Aug 14, 2026	bought V bought MA bought SPGI +12 more	$19.5B+42%
Duan Yongping	Aug 14, 2026	reduced −55% NVDA reduced −47% GOOG reduced −6% AAPL +10 more	$19.1B−5%
Stephen Mandel	Aug 14, 2026	bought NBIS bought STX sold VST +46 more	$16.4B+30%
Terry Smith	Aug 14, 2026	sold MTD bought UBER bought MA +41 more	$13.6B+6%
Lee Ainslie	Aug 14, 2026	reduced −100% AMAT reduced −100% ASML bought META +316 more	$11.3B+31%
Mairs & Power	Aug 14, 2026	reduced −24% UNH bought AJGreduced −17% LFUS+187 more	$10.9B+11%
Henry Ellenbogen	Aug 14, 2026	bought MAIRbought TWLOreduced −25% RBC+35 more	$10.3B+6%
John Rogers	Aug 14, 2026	bought HAEreduced −32% SPHRreduced −62% INTC +109 more	$10.0B+12%
Icahn	Aug 14, 2026	added +13% IEPreduced −64% AEPreduced −39% JBLU+1 more	$8.3B−3%
Soros	Aug 14, 2026	reduced −39% AMZNsold SDAbought AEP +277 more	$8.1B−11%
First Pacific Advisors	Aug 14, 2026	added +245% AJG bought DHR reduced −16% GOOGL +70 more	$8.1B+13%
Tepper	Aug 14, 2026	reduced −41% MU sold SNDK bought BA +31 more	$7.7B+30%
Howard Marks	Aug 14, 2026	reduced −48% GTXsold PBRreduced −100% STKL+44 more	$7.2B+10%
Ruane Cunniff	Aug 14, 2026	bought ROP reduced −29% ELVreduced −22% SUNB+38 more	$6.4B+7%
ValueAct	Aug 14, 2026	reduced −84% MDBadded +48% RKTreduced −46% RBLX+12 more	$5.6B−1%
Druckenmiller	Aug 14, 2026	bought GOOGL added +1083% AMZN bought FOXA +89 more	$5.2B+54%
Akre	Aug 14, 2026	reduced −29% BNreduced −32% V reduced −26% KKR +12 more	$5.1B−16%
Loeb	Aug 14, 2026	bought WBD added +486% GOOGL bought KEYS +37 more	$4.7B+125%
Glenn Greenberg	Aug 14, 2026	reduced −53% SNXbought AJGreduced −54% FG+28 more	$4.6B+14%
Einhorn	Aug 14, 2026	bought FBINsold VSXYbought VGNT+32 more	$3.9B+23%
Li Lu	Aug 14, 2026	added +134% PDD sold BAC added +23% BRK-B +5 more	$3.7B+16%
Leon Cooperman	Aug 14, 2026	bought GPGIreduced −86% SUNbought WHK+17 more	$3.5B+16%
Valley Forge	Aug 14, 2026	reduced −28% MA reduced −13% FICO reduced −13% SPGI +1 more	$3.1B−8%
Prem Watsa	Aug 14, 2026	bought EGOadded +84% ORLAadded +172% KHC +15 more	$2.6B+36%
Abrams Bison	Aug 14, 2026	reduced −84% SUNBreduced −19% SNXreduced −22% AMAT +5 more	$2.0B−11%
Mason Hawkins	Aug 14, 2026	reduced −82% ACMRbought ABTsold BIO+35 more	$1.9B−6%
Clifford Sosin	Aug 14, 2026	sold COF bought METAbought VAC+4 more	$1.9B+8%
Pat Dorsey	Aug 14, 2026	reduced −48% SUNBadded +39% APP added +80% BKNG +8 more	$1.6B+24%
Bruce Berkowitz	Aug 14, 2026	reduced −5% JOEadded +74% BRK-Badded +450% BRK/A+5 more	$1.5B−2%
Christopher Bloomstran	Aug 14, 2026	added +143% BLDR reduced −82% SBUX bought PAYX +30 more	$884.6M+6%
David Rolfe	Aug 14, 2026	sold TSCO sold CDW sold ZTS +19 more	$484.4M+0%
Arnold Van Den Berg	Aug 14, 2026	sold SEA1EURbought SAreduced −43% INTC +114 more	$473.3M+9%
Bill Miller	Aug 14, 2026	bought SPUUsold SPYbought COTY+46 more	$423.1M+10%
Robert Vinall	Aug 14, 2026	reduced −26% IBKRreduced −13% CACCreduced −7% CVNA +4 more	$382.9M+0%
Josh Tarasoff	Aug 14, 2026	bought SPOTreduced −10% AMZNreduced −10% MKL+2 more	$364.2M+6%
Glenn Welling	Aug 14, 2026	reduced −33% YETIbought FRPTreduced −39% BL+3 more	$327.1M+8%
Norbert Lou	Aug 14, 2026	reduced −59% SGOVreduced −3% CROX	$256.0M−5%
Dennis Hong	Aug 14, 2026	reduced −58% OKTAbought CRsold INTU +11 more	$232.1M−13%
Alex Roepers	Aug 14, 2026	bought ASHadded +261% XRAYreduced −63% DCH+11 more	$192.0M+12%
Hillman Capital	Aug 14, 2026	sold DD bought DD reduced −86% TROW +54 more	$138.2M−4%
Dodge & Cox	Aug 13, 2026	added +630555% V reduced −42% FDX added +11767% TMO +178 more	$191.0B+5%
Sarah Ketterer	Aug 13, 2026	bought CCLsold CCL1EURadded +26% AZN+122 more	$9.2B+13%
Thomas Russo	Aug 13, 2026	reduced −9% GOOGadded +32% ERFSFreduced −83% JPM +52 more	$8.9B+5%
David Abrams	Aug 13, 2026	reduced −27% GOOGL	$5.5B+18%
Klarman	Aug 13, 2026	reduced −54% WCCsold WTW added +89% GPC +17 more	$5.4B+6%
Samantha McLemore	Aug 13, 2026	bought GPNreduced −93% NEadded +244% FBTC+35 more	$3.1B+12%
Triple Frond	Aug 13, 2026	bought DASH bought SPGIsold ILMN+3 more	$1.1B+16%
Greg Alexander	Aug 13, 2026	bought AIIRadded +28% GPIsold LAD	$606.7M+16%
Pabrai	Aug 13, 2026	reduced −11% AMRreduced −4% HCCbought KSPI+1 more	$326.7M−23%
Bryan Lawrence	Aug 13, 2026	bought MCOadded +10% GWRE	$268.5M+18%
AKO Capital	Aug 12, 2026	reduced −75% WATadded +91% SUNBsold BKNG +24 more	$4.3B−16%
Nelson Peltz	Aug 12, 2026	reduced −19% JHGadded +76194% GEHC reduced −45% IVZ +1 more	$4.2B+10%
Harry Burn	Aug 12, 2026	sold MRVLbought AALbought ELV +44 more	$3.2B+9%
Guy Spier	Aug 12, 2026	added +38% YPFadded +798% NUadded +19% BBD+8 more	$1.8B+33%
Wallace Weitz	Aug 12, 2026	sold ODFL reduced −51% TXN reduced −18% GOOG +32 more	$1.4B+1%
Third Avenue	Aug 12, 2026	reduced −59% ROGadded +34% RHIreduced −55% MYRG+39 more	$625.3M+2%
Francis Chou	Aug 12, 2026	reduced −9% AAPLbought VTS	$216.6M+3%
Christopher Davis	Aug 11, 2026	sold CTRAbought DVN reduced −91% AMAT +106 more	$23.3B+7%
Yacktman	Aug 11, 2026	added +269% BRK-B added +6561% INTU bought BR +61 more	$8.1B+8%
Vulcan Value	Aug 10, 2026	reduced −93% UNH reduced −38% AMZN reduced −24% EG +34 more	$3.3B−13%
Richard Pzena	Aug 7, 2026	reduced −92% NOKreduced −20% HUM added +48% DG +159 more	$34.1B+11%
Jensen	Aug 7, 2026	reduced −52% KLAC reduced −45% GOOGL reduced −46% AAPL +77 more	$4.1B−19%
Tweedy Browne	Aug 7, 2026	bought ZTS reduced −88% FDX reduced −29% GOOGL +100 more	$1.3B+5%
Polen Capital	Aug 4, 2026	reduced −88% AON reduced −27% LLY reduced −94% SNPS +286 more	$11.6B−20%
Thomas Gayner	Jul 31, 2026	added +340% MELIadded +9% FNVadded +182% EPD+29 more	$13.1B+10%
Torray	Jul 30, 2026	bought ACN reduced −46% TXN reduced −53% MSFT +69 more	$741.3M+9%
William Von Mueffling	Jul 29, 2026	reduced −95% AVGO reduced −95% GOOGLreduced −95% TSM+35 more	$665.1M−96%
Greenhaven	Jul 28, 2026	bought BDX bought ACNadded +55% ICLR+22 more	$8.7B+43%
John Armitage	Jul 21, 2026	sold CRSadded +277% MDLNreduced −72% LIN +26 more	$10.4B+15%
Lindsell Train	Jul 15, 2026	reduced −25% GOOGL reduced −42% EBAY reduced −14% TKO +19 more	$2.6B−16%
Robert Olstein	Apr 21, 2026	reduced −57% KLICbought BAHreduced −39% SLB +90 more	$458.1M−6%
Tom Bancroft	Feb 11, 2026	reduced −46% BBWIreduced −49% FLUTreduced −45% BELFB+5 more	$127.9M−34%
Burry	Nov 3, 2025	bought MOHbought SLMsold EL +5 more	$1.4B+139%

Every manager

latest 13F on file

Filter by manager, firm or a ticker among the largest positions

Sort

Manager	Largest positions	Positions	Value
Buffett Q2 2026 · filed Aug 14, 2026	AAPL22%AXP17%KO11%GOOGL9%BAC9%	29	$299.3B
Dodge & Cox Q2 2026 · filed Aug 13, 2026	JCI4%SCHW4%RTX3%CVS3%MSFT3%	222	$191.0B
Bill Nygren Q2 2026 · filed Aug 14, 2026	KDP4%ABNB4%CRM3%IQV3%COF3%	162	$75.4B
First Eagle Q2 2026 · filed Aug 24, 2026	GOOG4%BDX3%META3%TSM3%FMX3%	425	$60.8B
Chris Hohn Q2 2026 · filed Aug 14, 2026	GE34%V20%MCO12%SPGI11%CP7%	11	$52.8B
Viking Global Q2 2026 · filed Aug 14, 2026	V6%TSM4%APD4%SHW4%FTV3%	90	$35.1B
Gates Q2 2026 · filed Aug 14, 2026	BRK-B21%CAT20%CNI18%WM17%DE7%	24	$34.4B
Richard Pzena Q2 2026 · filed Aug 7, 2026	MGA7%HUM5%BAX4%CVS4%DG3%	161	$34.1B
Bridgewater Q2 2026 · filed Aug 14, 2026	SPY16%IVV9%NVDA3%AVGO2%AMZN2%	997	$24.4B
Chase Coleman Q2 2026 · filed Aug 14, 2026	TSM10%AMZN10%NVDA9%GOOGL9%META7%	46	$24.0B
Christopher Davis Q2 2026 · filed Aug 11, 2026	COF7%USB6%CVS5%VTRS5%MGM5%	112	$23.3B
Ackman Q2 2026 · filed Aug 14, 2026	UBER13%BN13%MSFT12%AMZN10%HHH10%	14	$19.5B
Duan Yongping Q2 2026 · filed Aug 14, 2026	AAPL41%BRK-B24%PDD10%TSLA7%NVDA7%	18	$19.1B
Stephen Mandel Q2 2026 · filed Aug 14, 2026	NBIS7%ASML7%STX6%HD6%AMAT5%	34	$16.4B
Terry Smith Q2 2026 · filed Aug 14, 2026	MAR7%SYK7%WAT6%V5%UBER5%	41	$13.6B
Thomas Gayner Q2 2026 · filed Jul 31, 2026	GOOG7%BRK/A6%BRK-B6%DE4%BN4%	130	$13.1B
Polen Capital Q2 2026 · filed Aug 4, 2026	LLY7%NVDA7%MSFT7%GOOG7%AVGO6%	219	$11.6B
Lee Ainslie Q2 2026 · filed Aug 14, 2026	NVDA5%AMD5%ALAB5%INTC5%GOOG5%	179	$11.3B
Mairs & Power Q2 2026 · filed Aug 14, 2026	NVDA9%MSFT7%AMZN6%GOOG5%LLY4%	254	$10.9B
John Armitage Q2 2026 · filed Jul 21, 2026	V14%GOOG11%APH8%AMZN8%MCO7%	23	$10.4B
Henry Ellenbogen Q2 2026 · filed Aug 14, 2026	RBC11%DASH7%Q7%FERG7%MELI5%	36	$10.3B
John Rogers Q2 2026 · filed Aug 14, 2026	MSGE4%OSW4%CRL3%AMG3%JLL3%	106	$10.0B
Sarah Ketterer Q2 2026 · filed Aug 13, 2026	AZN19%CCL13%DB11%SW8%CP6%	122	$9.2B
Thomas Russo Q2 2026 · filed Aug 13, 2026	GOOG12%BRK/A12%PM9%MA9%CFRHF9%	85	$8.9B
Greenhaven Q2 2026 · filed Jul 28, 2026	LEN12%GM11%TOL11%BDX10%PHM9%	28	$8.7B

25 of 85 shown · positions are stocks only, largest first, by share of the portfolio

Since their last 13F

disclosed positions at the Oct 16, 2026 close

Up most

ValueAct63% priced+17.8%Ackman66% priced+15.1%Vulcan Value70% priced+13.2%Richard Pzena58% priced+11.6%Yacktman73% priced+11.5%

Down most

Stephen Mandel54% priced−27.5%Pat Dorsey79% priced−9.5%Clifford Sosin83% priced−8.8%Tepper73% priced−7.0%Bryan Lawrence71% priced−6.1%

Each manager's latest 13F positions valued at today's close against the quarter-end price, weighted by size. Not their return: a 13F shows no trades since, no cash and no shorts, and only stocks we price count (at least half the book).

Insiders buying their holdings

open market, $50k+, last 14 days

PEPPohlad Robert CDirector · held by 14$23.7MOct 16

FISGoldstein Jeffrey ADirector · held by 4$57,694Oct 16

NBISGrimme ArneDirector · held by 2$50,317Oct 16

HRLNewlands William ADirector, Other · held by 4$201,000Oct 6

LENBerkshire Hathaway Inc10% Owner · held by 7$192.6MOct 5

CVNAMaroone Michael EDirector · held by 8$1.5MOct 5

Today's movers

stocks 3+ of them hold

APAheld by 4+4.1%

NOCheld by 4+4.0%

RTXheld by 9+3.7%

LMTheld by 6+3.7%

EOGheld by 3+3.5%

Down

FLEXheld by 4−8.2%

PANWheld by 3−7.6%

STXheld by 5−7.5%

COHRheld by 5−7.1%

ARMheld by 3−6.9%

Q2 2026 across the roster

82 managers compared · by number of managers

New buys · positions opened

SPGIS&P GLOBAL INC5

GEVGE VERNOVA INC5

VEEVVEEVA SYS INC5

NFLXNETFLIX INC.4

AMDAdvanced Micro Devices Inc4

Sold out · positions closed entirely

CTRACOTERRA ENERGY INC4

HONHONEYWELL INTL INC4

INTUINTUIT4

MSFTMICROSOFT CORP3

GOOGLALPHABET INC3

Net buying and selling in Q2 2026 Q3 2026 so far: 1 of 85 filed

Most owned by the managers

Q2 2026 · by number of holders, share classes counted once

GOOGLAlphabet5251% overvalued

MSFTMicrosoft3810% overvalued

AMZNAmazon36182% overvalued

METAMeta Platforms3310% overvalued

VVisa3140% overvalued

BRK-BBerkshire Hathaway2721% overvalued

Every stock two or more of them hold

Research

Most ownedevery stock two or more of them hold, with price vs model Big betseach manager's largest positions, and the price since Every quarter since 2013what the roster bought and sold, quarter by quarter How to read a 13Fwhat the form shows, and what it leaves out

Coming to this section

planned

Filings between 13Fsplanned

Form 4 and 13D/G filings by the tracked managers, which show a trade weeks before the next 13F does.

Follow a managerplanned

An email when a manager you follow files a new 13F or a Form 4.

Questions

What is a 13F?

A quarterly form every institutional manager with over $100 million in US equities must file with the SEC, listing its long positions at quarter end. It is filed up to 45 days after the quarter, so the newest one can be six weeks old on the day it appears.

Where do the buys and sells come from?

From two consecutive 13F snapshots. A position present now but not last quarter is new; a larger share count is an addition; a smaller one a reduction; one that disappeared is an exit. The filing itself does not say when in the quarter the trade happened.

Why is a well-known manager missing?

The roster is long-only stock pickers whose filings are worth reading position by position; macro and quantitative funds are left out on purpose. Managers who file under a new entity are tracked under their current CIK.

Why does a holding show a name but no ticker?

13F reports CUSIPs, not tickers. Tickers come from a self-maintained mapping table; an unmapped CUSIP shows by issuer name until it is resolved.

A 13F is filed up to 45 days after quarter end and covers US-listed long positions only; it is a snapshot of what was held, not a record of when it was bought.