13F filings, Q1 2025: what the tracked investors bought and sold
Holdings as of Mar 31, 2025, due by May 15, 2025. A 13F shows long US stock positions only, 45 days late, with no shorts or cash: read it as a photograph, not a trade log. How to read a 13F.
84 / 85
$1.1T
5,341
Feb 17, 2026
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| COF | Capital One Finl Corp | 4 | $944.2M |
| CB | CHUBB LIMITED | 4 | $673.8M |
| APP | Applovin Corp | 4 | $584.8M |
| PRMB | PRIMO BRANDS CORPORATION | 4 | $272.6M |
| CNR | first appearanceCORE NATURAL RESOURCES INC | 4 | $175.1M |
| META | META PLATFORMS INC | 3 | $989.9M |
| FLUT | FLUTTER ENTMT PLC | 3 | $745.6M |
| DB | DEUTSCHE BANK A G | 3 | $481.8M |
| MRP | first appearanceMILLROSE PPTYS INC | 3 | $422.2M |
| LEN | LENNAR CORP | 3 | $388.6M |
Sold out
| Ticker | Company | Investors | Value sold |
|---|---|---|---|
| TEAM | ATLASSIAN CORPORATION | 4 | $622.7M |
| TSLA | TESLA INC | 4 | $238.1M |
| SNREN | Sunrise Communications Ag Ads | 4 | $190.2M |
| UNH | UNITEDHEALTH GROUP INC | 4 | $92.7M |
| FERG | FERGUSON ENTERPRISES INC | 3 | $209.2M |
| APO | APOLLO GLOBAL MGMT INC | 3 | $189.0M |
| VST | Vistra Corp | 3 | $188.4M |
| CNK | CINEMARK HLDGS INC | 3 | $165.7M |
| KKR | KKR & CO INC | 3 | $161.7M |
| HRI | HERC HLDGS INC | 3 | $57.1M |
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 6 / 4 | +$2.2B |
| STZ | CONSTELLATION BRANDS INC | 3 / 1 | +$1.5B |
| FLUT | Flutter Entmt Plc | 9 / 3 | +$1.2B |
| FTV | FORTIVE CORP | 1 / 1 | +$1.0B |
| NVDA | NVIDIA CORPORATION | 10 / 4 | +$819.8M |
| CCL1EUR | CARNIVAL CORP | 2 / 2 | +$741.5M |
| NUE | NUCOR CORP | 2 / 1 | +$704.9M |
| CB | CHUBB LIMITED | 4 / 2 | +$669.5M |
| CVNA | CARVANA CO | 3 / 2 | +$651.0M |
| APD | AIR PRODS & CHEMS INC | 3 / 3 | +$617.4M |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| NVST 1.75 08/15/28 | ENVISTA HOLDINGS CORP | 1 / 1 | −$15.6B |
| BAC | BANK AMER CORP | 3 / 12 | −$2.6B |
| AAPL | APPLE INC | 6 / 11 | −$2.3B |
| GOOG | ALPHABET INC | 8 / 23 | −$1.9B |
| WFC | Wells Fargo Co New | 1 / 14 | −$1.7B |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 3 / 18 | −$1.6B |
| GOOGL | Alphabet Inc | 10 / 20 | −$1.4B |
| JPM | JPMORGAN CHASE & CO. | 4 / 9 | −$1.4B |
| PM | Philip Morris Intl Inc | 1 / 11 | −$1.2B |
| C | CITIGROUP INC | 3 / 8 | −$1.2B |
Changes are computed for the 84 investors with holdings in both Q1 2025 and the quarter before, stock positions only (no options). Share changes are priced at each quarter's reported value per share. A first appearance is a security no tracked investor held last quarter — a spin-off or a new listing — so holding it may not mean anyone bought it.
What the best-known names did
| Buffett Berkshire Hathaway Inc · filed 08-14 | reduced BAC −$2.0Badded STZ +$1.2Bsold C $1.0Bbought NUE $692.7Msold NU $416.3M |
| Burry Scion Asset Management, LLC · filed 05-15 | sold BABA $12.7Msold BIDU $10.5Msold JD $10.4Msold MOH $7.3Msold PDD $7.3M |
| Druckenmiller Duquesne Family Office LLC · filed 05-15 | reduced STX −$114.2Madded TEVA +$90.4Mbought DOCU $87.5Madded TSM +$81.5Madded FLUT +$79.6M |
| Soros Soros Fund Management LLC · filed 05-15 | sold AKAM 0.125 05/01/25 $182.8Mreduced F 0 03/15/26 −$167.3Mbought SPOT 0 03/15/26 $154.5Mbought CNP 4.25 08/15/26 $148.1Mreduced GOOGL −$129.0M |
| Bridgewater Bridgewater Associates, LP · filed 05-14 | added BABA +$714.7Madded BIDU +$173.0Madded BKNG +$163.4Madded CRM +$144.8Madded PANW +$144.2M |
| Ackman Pershing Square Inc. · filed 05-15 | bought UBER $2.2Bsold NKE $1.4Breduced HLT −$555.2Madded BN +$320.3Mreduced GOOG −$191.2M |
| Klarman Baupost Group LLC · filed 05-14 | bought FIS $260.9Mreduced LBTYK −$177.1Mbought ELV $107.0Mreduced WTW −$105.1Madded GOOG +$101.9M |
| Tepper Appaloosa LP · filed 05-15 | reduced BABA −$345.5Mreduced MSFT −$172.7Msold AMD $144.9Madded UBER +$123.9Mreduced PDD −$116.7M |
No filing for this quarter: Guy Spier (last Q2 2022). An investor whose holdings are reported by another filer, who has stopped filing, or who had not started yet shows here rather than as having sold everything.