---
title: 13F filings, Q1 2026
canonical: https://sweetvaluelab.com/investors/13f/2026-q1
quarter: 2026-03-31
deadline: 2026-05-15
filed: 2026-05-20
---
# 13F filings, Q1 2026

Holdings as of Mar 31, 2026, due by May 15, 2026. 83 of 85 tracked investors have filed; changes are computed for the 83 with holdings in both Q1 2026 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| SUNB (first appearance: spin-off or new listing) | 12 | $6.3B |
| WAT | 6 | $1.0B |
| META | 4 | $951.9M |
| LIN | 4 | $890.2M |
| SPOT | 4 | $387.8M |
| VSNT (first appearance: spin-off or new listing) | 4 | $339.6M |
| NOW | 4 | $186.9M |
| EQPT (first appearance: spin-off or new listing) | 4 | $122.5M |
| INTU | 4 | $6.8M |
| AZN (first appearance: spin-off or new listing) | 3 | $1.5B |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| UNH | 7 | $2.1B |
| COF | 5 | $669.7M |
| MSFT | 4 | $5.6B |
| FLUT | 4 | $945.9M |
| CSGP | 4 | $611.9M |
| INTU | 4 | $606.7M |
| WBS | 4 | $100.1M |
| VEEV | 3 | $773.3M |
| DASH | 3 | $662.4M |
| BABA | 3 | $510.9M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| GOOGL | 7 / 26 | +$10.0B |
| SUNB | 12 / 0 | +$6.3B |
| DAL | 1 / 8 | +$2.4B |
| ROP | 3 / 1 | +$1.8B |
| TSLA | 4 / 5 | +$1.6B |
| AZN | 3 / 0 | +$1.5B |
| AJG | 4 / 1 | +$1.4B |
| NVDA | 10 / 9 | +$1.2B |
| NFLX | 7 / 2 | +$1.0B |
| META | 17 / 13 | +$989.4M |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| CVX | 5 / 6 | −$9.5B |
| MSFT | 20 / 23 | −$9.1B |
| MA | 7 / 13 | −$3.1B |
| UNH | 10 / 16 | −$1.9B |
| STZ | 4 / 4 | −$1.9B |
| V | 12 / 16 | −$1.8B |
| AMZN | 17 / 17 | −$1.8B |
| DE | 1 / 3 | −$1.5B |
| AMAT | 3 / 7 | −$1.5B |
| DPZ | 1 / 1 | −$1.4B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added GOOGL +$10.5B; reduced CVX −$9.5B; sold V −$2.9B; bought DAL +$2.6B; sold MA −$2.3B |
| Druckenmiller (Duquesne Family Office LLC) | reduced AMZN −$144.2M; reduced WWD −$135.9M; added YPF +$121.5M; sold GOOGL −$120.5M; added NTRA +$110.4M |
| Soros (Soros Fund Management LLC) | sold SPOT 0 03/15/26 −$221.2M; sold CFLT 0 01/15/27 −$160.8M; sold DBX 0 03/01/26 −$137.6M; bought LIN +$128.9M; added EA +$109.6M |
| Bridgewater (Bridgewater Associates, LP) | sold CRM −$511.8M; added AMZN +$508.3M; bought TSM +$364.0M; reduced BKNG −$338.8M; reduced LRCX −$314.2M |
| Ackman (Pershing Square Inc.) | bought MSFT +$2.1B; reduced GOOG −$1.7B; sold HLT −$870.0M; added AMZN +$384.1M; reduced GOOGL −$185.7M |
| Klarman (Baupost Group LLC) | sold FIS −$299.3M; sold DG −$273.9M; bought AON +$248.2M; bought V +$212.0M; added AMZN +$207.7M |
| Tepper (Appaloosa LP) | added AMZN +$445.8M; added UBER +$322.4M; sold AAL −$216.9M; reduced BABA −$209.9M; bought SNDK +$178.7M |
| Loeb (Third Point LLC) | sold PCG −$551.2M; reduced NVDA −$481.3M; sold MSFT −$447.3M; reduced UNP −$414.9M; sold BN −$284.5M |

Not filed for Q1 2026: Burry (last: 2025-09-30), Tom Bancroft (last: 2025-12-31).

---

Source: https://sweetvaluelab.com/investors/13f/2026-q1 (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.