13F filings, Q1 2026: what the tracked investors bought and sold
Holdings as of Mar 31, 2026, due by May 15, 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.
New buys
| Ticker | Company | Investors | Value |
|---|---|---|---|
| SUNB | first appearanceSUNBELT RENTALS HOLDINGS INC | 12 | $6.3B |
| WAT | WATERS CORP | 6 | $1.0B |
| META | META PLATFORMS INC | 4 | $951.9M |
| LIN | Linde Plc | 4 | $890.2M |
| SPOT | SPOTIFY TECHNOLOGY S A | 4 | $387.8M |
| VSNT | first appearanceVERSANT MEDIA GROUP INC | 4 | $339.6M |
| NOW | SERVICENOW INC | 4 | $186.9M |
| EQPT | first appearanceEQUIPMENTSHARE COM INC | 4 | $122.5M |
| INTU | INTUIT | 4 | $6.8M |
| AZN | first appearanceASTRAZENECA PLC | 3 | $1.5B |
Sold out
| Ticker | Company | Investors | Value sold |
|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | 7 | $2.1B |
| COF | CAPITAL ONE FINL CORP | 5 | $669.7M |
| MSFT | MICROSOFT CORP | 4 | $5.6B |
| FLUT | Flutter Entmt Plc | 4 | $945.9M |
| CSGP | COSTAR GROUP INC | 4 | $611.9M |
| INTU | INTUIT | 4 | $606.7M |
| WBS | WEBSTER FINL CORP | 4 | $100.1M |
| VEEV | VEEVA SYS INC | 3 | $773.3M |
| DASH | Doordash Inc | 3 | $662.4M |
| BABA | ALIBABA GROUP HLDG LTD | 3 | $510.9M |
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| GOOGL | ALPHABET INC | 7 / 26 | +$10.0B |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 12 / 0 | +$6.3B |
| DAL | DELTA AIR LINES INC | 1 / 8 | +$2.4B |
| ROP | ROPER TECHNOLOGIES INC | 3 / 1 | +$1.8B |
| TSLA | TESLA INC | 4 / 5 | +$1.6B |
| AZN | ASTRAZENECA PLC | 3 / 0 | +$1.5B |
| AJG | GALLAGHER ARTHUR J & CO | 4 / 1 | +$1.4B |
| NVDA | NVIDIA CORPORATION | 10 / 9 | +$1.2B |
| NFLX | NETFLIX INC. | 7 / 2 | +$1.0B |
| META | META PLATFORMS INC | 17 / 13 | +$989.4M |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| CVX | CHEVRON CORPORATION | 5 / 6 | −$9.5B |
| MSFT | MICROSOFT CORP | 20 / 23 | −$9.1B |
| MA | MASTERCARD INCORPORATED | 7 / 13 | −$3.1B |
| UNH | UNITEDHEALTH GROUP INC | 10 / 16 | −$1.9B |
| STZ | CONSTELLATION BRANDS INC | 4 / 4 | −$1.9B |
| V | VISA INC | 12 / 16 | −$1.8B |
| AMZN | AMAZON COM INC | 17 / 17 | −$1.8B |
| DE | DEERE & CO | 1 / 3 | −$1.5B |
| AMAT | APPLIED MATLS INC | 3 / 7 | −$1.5B |
| DPZ | DOMINOS PIZZA INC | 1 / 1 | −$1.4B |
Changes are computed for the 83 investors with holdings in both Q1 2026 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 05-15 | added GOOGL +$10.5Breduced CVX −$9.5Bsold V $2.9Bbought DAL $2.6Bsold MA $2.3B |
| Druckenmiller Duquesne Family Office LLC · filed 05-15 | reduced AMZN −$144.2Mreduced WWD −$135.9Madded YPF +$121.5Msold GOOGL $120.5Madded NTRA +$110.4M |
| Soros Soros Fund Management LLC · filed 05-15 | sold SPOT 0 03/15/26 $221.2Msold CFLT 0 01/15/27 $160.8Msold DBX 0 03/01/26 $137.6Mbought LIN $128.9Madded EA +$109.6M |
| Bridgewater Bridgewater Associates, LP · filed 05-15 | sold CRM $511.8Madded AMZN +$508.3Mbought TSM $364.0Mreduced BKNG −$338.8Mreduced LRCX −$314.2M |
| Ackman Pershing Square Inc. · filed 05-15 | bought MSFT $2.1Breduced GOOG −$1.7Bsold HLT $870.0Madded AMZN +$384.1Mreduced GOOGL −$185.7M |
| Klarman Baupost Group LLC · filed 05-14 | sold FIS $299.3Msold DG $273.9Mbought AON $248.2Mbought V $212.0Madded AMZN +$207.7M |
| Tepper Appaloosa LP · filed 05-15 | added AMZN +$445.8Madded UBER +$322.4Msold AAL $216.9Mreduced BABA −$209.9Mbought SNDK $178.7M |
| Loeb Third Point LLC · filed 05-15 | sold PCG $551.2Mreduced NVDA −$481.3Msold MSFT $447.3Mreduced UNP −$414.9Msold BN $284.5M |
No filing for this quarter: Tom Bancroft (last Q4 2025). 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.