13F filings, Q2 2025: what the tracked investors bought and sold
Holdings as of Jun 30, 2025, due by Aug 14, 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
$1.2T
5,501
Feb 17, 2026
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 6 | $2.2B |
| B | first appearanceBARRICK MNG CORP | 6 | $1.4B |
| RAL | first appearanceRALLIANT CORP | 5 | $788.9M |
| DIS | DISNEY WALT CO | 4 | $969.6M |
| LLY | ELI LILLY & CO | 4 | $532.3M |
| NVDA | NVIDIA CORPORATION | 4 | $293.3M |
| SE | Sea Ltd | 4 | $84.3M |
| AMAT | APPLIED MATLS INC | 4 | $79.5M |
| AMZN | AMAZON COM INC | 3 | $1.3B |
| FERG | FERGUSON ENTERPRISES INC | 3 | $617.2M |
Sold out
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 17 / 8 | +$3.5B |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 6 / 12 | +$3.3B |
| AMZN | Amazon Com Inc | 18 / 8 | +$3.2B |
| B | BARRICK MNG CORP | 6 / 0 | +$1.4B |
| CRM | SALESFORCE INC | 7 / 3 | +$1.3B |
| NVDA | NVIDIA CORPORATION | 14 / 3 | +$1.2B |
| BDX | BECTON DICKINSON & CO | 3 / 5 | +$843.4M |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4 / 1 | +$843.2M |
| REGN | REGENERON PHARMACEUTICALS | 4 / 1 | +$794.3M |
| CMCSA | COMCAST CORP NEW | 7 / 3 | +$790.2M |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| AAPL | APPLE INC | 10 / 9 | −$4.7B |
| WMB | The Williams Co., Inc. | 0 / 1 | −$1.6B |
| GE | GE AEROSPACE | 1 / 7 | −$1.5B |
| BAC | BANK AMER CORP | 8 / 10 | −$1.5B |
| INTU | INTUIT | 6 / 6 | −$1.5B |
| CSCO | CISCO SYS INC | 3 / 7 | −$1.4B |
| CP | CANADIAN PACIFIC KANSAS CITY | 3 / 5 | −$1.4B |
| CVNA | CARVANA CO | 1 / 6 | −$1.3B |
| ABX | BARRICK GOLD CORP | 0 / 6 | −$1.3B |
| MSFT | Microsoft Corp | 17 / 22 | −$1.3B |
Changes are computed for the 84 investors with holdings in both Q2 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 AAPL −$4.1Bbought UNH $1.6Breduced BAC −$1.2Bsold TMUS $1.0Badded POOL +$581.5M |
| Burry Scion Asset Management, LLC · filed 08-14 | bought LULU $11.9Mbought BRKR $10.3Mbought REGN $7.9Mbought MELI $7.8Mbought UNH $6.2M |
| Druckenmiller Duquesne Family Office LLC · filed 08-15 | reduced CPNG −$155.7Mbought ENTG $132.7Mbought MSFT $99.9Mreduced COHR −$94.9Madded INSM +$89.0M |
| Soros Soros Fund Management LLC · filed 08-14 | sold AZNN $201.6Mbought GPN 1.5 03/01/31 $179.4Mbought BRO $110.9Madded PCG 4.25 12/01/27 +$104.3Msold AEP $96.0M |
| Bridgewater Bridgewater Associates, LP · filed 08-13 | sold BABA $748.5Madded NVDA +$693.1Madded GOOGL +$450.8Madded MSFT +$450.5Madded JNJ +$303.2M |
| Ackman Pershing Square Inc. · filed 08-14 | bought AMZN $1.3Bsold CP $1.0Badded GOOGL +$163.0Madded BN +$9.6Madded HLT +$7.9M |
| Klarman Baupost Group LLC · filed 08-13 | bought FISV $154.3Madded ELV +$143.9Madded CRH +$103.8Madded GOOG +$98.6Msold SOLV $80.1M |
| Tepper Appaloosa LP · filed 08-14 | added UNH +$709.7Mreduced PDD −$248.0Mreduced BABA −$245.3Madded NVDA +$229.1Mbought INTC $179.2M |
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.