---
title: 13F filings, Q2 2025
canonical: https://sweetvaluelab.com/investors/13f/2025-q2
quarter: 2025-06-30
deadline: 2025-08-14
filed: 2026-02-17
---
# 13F filings, Q2 2025

Holdings as of Jun 30, 2025, due by Aug 14, 2025. 84 of 85 tracked investors have filed; changes are computed for the 84 with holdings in both Q2 2025 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| UNH | 6 | $2.2B |
| B (first appearance: spin-off or new listing) | 6 | $1.4B |
| RAL (first appearance: spin-off or new listing) | 5 | $788.9M |
| DIS | 4 | $969.6M |
| LLY | 4 | $532.3M |
| NVDA | 4 | $293.3M |
| SE | 4 | $84.3M |
| AMAT | 4 | $79.5M |
| AMZN | 3 | $1.3B |
| FERG | 3 | $617.2M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| ABX | 6 | $1.3B |
| DFSEUR | 5 | $468.8M |
| UNH | 3 | $1.1B |
| LLY | 3 | $865.0M |
| PDD | 3 | $741.4M |
| SKAA | 3 | $330.4M |
| TTAN | 3 | $179.7M |
| JD | 3 | $161.3M |
| LVS | 3 | $111.9M |
| T | 3 | $109.6M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| UNH | 17 / 8 | +$3.5B |
| BRK/B | 6 / 12 | +$3.3B |
| AMZN | 18 / 8 | +$3.2B |
| B | 6 / 0 | +$1.4B |
| CRM | 7 / 3 | +$1.3B |
| NVDA | 14 / 3 | +$1.2B |
| BDX | 3 / 5 | +$843.4M |
| GEHC | 4 / 1 | +$843.2M |
| REGN | 4 / 1 | +$794.3M |
| CMCSA | 7 / 3 | +$790.2M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AAPL | 10 / 9 | −$4.7B |
| WMB | 0 / 1 | −$1.6B |
| GE | 1 / 7 | −$1.5B |
| BAC | 8 / 10 | −$1.5B |
| INTU | 6 / 6 | −$1.5B |
| CSCO | 3 / 7 | −$1.4B |
| CP | 3 / 5 | −$1.4B |
| CVNA | 1 / 6 | −$1.3B |
| ABX | 0 / 6 | −$1.3B |
| MSFT | 17 / 22 | −$1.3B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | reduced AAPL −$4.1B; bought UNH +$1.6B; reduced BAC −$1.2B; sold TMUS −$1.0B; added POOL +$581.5M |
| Burry (Scion Asset Management, LLC) | bought LULU +$11.9M; bought BRKR +$10.3M; bought REGN +$7.9M; bought MELI +$7.8M; bought UNH +$6.2M |
| Druckenmiller (Duquesne Family Office LLC) | reduced CPNG −$155.7M; bought ENTG +$132.7M; bought MSFT +$99.9M; reduced COHR −$94.9M; added INSM +$89.0M |
| Soros (Soros Fund Management LLC) | sold AZNN −$201.6M; bought GPN 1.5 03/01/31 +$179.4M; bought BRO +$110.9M; added PCG 4.25 12/01/27 +$104.3M; sold AEP −$96.0M |
| Bridgewater (Bridgewater Associates, LP) | sold BABA −$748.5M; added NVDA +$693.1M; added GOOGL +$450.8M; added MSFT +$450.5M; added JNJ +$303.2M |
| Ackman (Pershing Square Inc.) | bought AMZN +$1.3B; sold CP −$1.0B; added GOOGL +$163.0M; added BN +$9.6M; added HLT +$7.9M |
| Klarman (Baupost Group LLC) | bought FISV +$154.3M; added ELV +$143.9M; added CRH +$103.8M; added GOOG +$98.6M; sold SOLV −$80.1M |
| Tepper (Appaloosa LP) | added UNH +$709.7M; reduced PDD −$248.0M; reduced BABA −$245.3M; added NVDA +$229.1M; bought INTC +$179.2M |

Not filed for Q2 2025: Guy Spier (last: 2022-06-30).

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Source: https://sweetvaluelab.com/investors/13f/2025-q2 (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs; share changes priced at each quarter's reported value. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.