13F filings, Q4 2025: what the tracked investors bought and sold
Holdings as of Dec 31, 2025, due by Feb 17, 2026. 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
5,995
Mar 17, 2026
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| AMZN | AMAZON COM INC | 6 | $1.5B |
| MDLN | first appearanceMEDLINE INC | 5 | $1.2B |
| MICC | first appearanceMAGNUM ICE CREAM CO NV | 4 | $310.3M |
| Q | first appearanceQNITY ELECTRONICS INC | 4 | $239.4M |
| UL | first appearanceUNILEVER PLC | 4 | $61.1M |
| GOOGL | ALPHABET INC | 3 | $888.3M |
| DASH | Doordash Inc | 3 | $581.1M |
| ISRG | INTUITIVE SURGICAL INC | 3 | $512.7M |
| TMO | THERMO FISHER SCIENTIFIC INC | 3 | $489.6M |
| RKT | ROCKET COS INC | 3 | $408.1M |
Sold out
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| BN | BROOKFIELD CORP | 11 / 0 | +$3.8B |
| WTW | WILLIS TOWERS WATSON PLC LTD | 4 / 3 | +$1.5B |
| ICE | INTERCONTINENTAL EXCHANGE IN | 6 / 2 | +$1.5B |
| CB | CHUBB LIMITED | 4 / 2 | +$1.3B |
| NVDA | NVIDIA CORPORATION | 8 / 7 | +$1.2B |
| CVX | CHEVRON CORP NEW | 3 / 3 | +$1.2B |
| LLYVK | LIBERTY LIVE HOLDINGS INC | 2 / 0 | +$1.2B |
| MDLN | MEDLINE INC | 5 / 0 | +$1.2B |
| FISV | FISERV INC | 9 / 8 | +$1.1B |
| DASH | Doordash Inc | 7 / 1 | +$1.0B |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| — | INDIVIOR PLC | 0 / 2 | −$9.0B |
| BAC | BANK AMERICA CORP | 1 / 15 | −$4.5B |
| AAPL | APPLE INC | 5 / 13 | −$3.6B |
| GOOGL | Alphabet Inc | 10 / 24 | −$3.5B |
| MSFT | MICROSOFT CORP | 19 / 20 | −$1.9B |
| BNY | BANK NEW YORK MELLON CORP | 0 / 8 | −$1.6B |
| COF | Capital One Finl Corp | 4 / 14 | −$1.5B |
| SATS | EchoStar Corporation | 0 / 4 | −$1.5B |
| LLYVK* | LIBERTY MEDIA CORP DEL | 0 / 2 | −$1.4B |
| FLUT | FLUTTER ENTMT PLC | 4 / 7 | −$1.3B |
Changes are computed for the 84 investors with holdings in both Q4 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 02-17 | reduced AAPL −$2.8Breduced BAC −$2.8Breduced AMZN −$1.8Badded CVX +$1.2Bsold LLYVK* $1.1B |
| Druckenmiller Duquesne Family Office LLC · filed 02-17 | reduced TEVA −$334.5Mreduced INSM −$163.9Mreduced NTRA −$161.1Msold VRNA $106.9Madded GOOGL +$88.5M |
| Soros Soros Fund Management LLC · filed 02-13 | reduced SW −$206.7Mbought JAZZ 2 06/15/26 $173.2Msold F 0 03/15/26 $137.7Mreduced CNP 4.25 08/15/26 −$104.0Mbought DAY $103.0M |
| Bridgewater Bridgewater Associates, LP · filed 02-13 | reduced GOOGL −$332.7Madded ORCL +$286.0Madded MU +$253.4Madded NVDA +$252.8Msold FISV $205.4M |
| Ackman Pershing Square Inc. · filed 02-17 | bought META $1.8Breduced GOOGL −$1.3Badded BN +$935.4Madded AMZN +$873.5Msold CMG $844.2M |
| Klarman Baupost Group LLC · filed 02-13 | bought AMZN $489.7Mreduced CRH −$288.3Mreduced GOOG −$241.9Mbought MOH $108.5Mbought AERO $106.6M |
| Tepper Appaloosa LP · filed 02-17 | added MU +$285.4Mreduced BABA −$192.3Madded META +$151.8Mreduced AMD −$133.8Madded GOOG +$125.3M |
| Loeb Third Point LLC · filed 02-17 | sold FLUT $284.5Mreduced PCG −$253.9Madded UNP +$216.3Mreduced TSM −$205.1Msold 07WA $195.0M |
No longer files: Burry (last Q3 2025). 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.