13F filings, Q2 2026: what the tracked investors bought and sold
Holdings as of Jun 30, 2026, due by Aug 14, 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 |
|---|---|---|---|
| SPCX | first appearanceSPACE EXPLORATION TECHN CORP | 6 | $341.5M |
| FDXF | first appearanceFEDEX FGHT HLDG CO INC | 5 | $1.6B |
| SPGI | S&P GLOBAL INC | 5 | $1.3B |
| GEV | GE VERNOVA INC | 5 | $714.2M |
| DPC | first appearanceDPC HOLDINGS PLC | 5 | $286.0M |
| VEEV | VEEVA SYS INC | 5 | $173.5M |
| NFLX | NETFLIX INC. | 4 | $1.4B |
| AMD | Advanced Micro Devices Inc | 4 | $435.1M |
| LRCX | Lam Research Corp | 4 | $21.3M |
| INTC | INTEL CORP | 4 | $18.9M |
Sold out
Net bought
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| GOOG | ALPHABET INC | 9 / 19 | +$7.9B |
| GOOGL | ALPHABET INC | 6 / 27 | +$3.0B |
| V | VISA INC | 15 / 12 | +$2.0B |
| FDXF | FEDEX FGHT HLDG CO INC | 5 / 0 | +$1.6B |
| DAL | DELTA AIR LINES INC | 4 / 3 | +$1.6B |
| CCL | CARNIVAL CORP LTD | 2 / 0 | +$1.6B |
| META | META PLATFORMS INC | 14 / 16 | +$1.6B |
| ROP | ROPER TECHNOLOGIES INC | 3 / 1 | +$1.5B |
| HD | HOME DEPOT INC | 6 / 5 | +$1.4B |
| TMO | Thermo Fisher Scientific Inc | 9 / 4 | +$1.3B |
Net sold
| Ticker | Company | Buyers / sellers | Net |
|---|---|---|---|
| AVGO | Broadcom Inc | 7 / 9 | −$2.7B |
| MU | Micron Technology Inc | 3 / 4 | −$2.3B |
| TSM | Taiwan Semiconductor Manufac | 8 / 18 | −$2.0B |
| FDX | FEDEX CORP | 1 / 9 | −$1.9B |
| NVDA | NVIDIA CORPORATION | 5 / 14 | −$1.9B |
| MSFT | MICROSOFT CORP | 18 / 20 | −$1.8B |
| AAPL | APPLE INC | 3 / 14 | −$1.7B |
| BAC | BANK OF AMER CORP | 2 / 12 | −$1.7B |
| AMAT | APPLIED MATLS INC | 2 / 9 | −$1.6B |
| TXN | TEXAS INSTRS INC | 4 / 11 | −$1.5B |
Changes are computed for the 82 investors with holdings in both Q2 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 08-14 | added GOOGL +$8.8Badded GOOG +$8.3Breduced BAC −$1.7Badded DAL +$1.6Breduced COF −$832.6M |
| Druckenmiller Duquesne Family Office LLC · filed 08-14 | bought GOOGL $120.2Madded AMZN +$118.2Mbought FOXA $115.0Mbought CDW $104.6Mreduced ROKU −$78.2M |
| Soros Soros Fund Management LLC · filed 08-14 | reduced AMZN −$181.9Msold JAZZ 2 06/15/26 $158.4Msold SDA $115.7Mbought SMCI 7 06/01/29 $111.5Mbought AEP $105.1M |
| Bridgewater Bridgewater Associates, LP · filed 08-14 | reduced MU −$1.6Breduced AMZN −$563.3Mreduced MRVL −$526.6Mreduced TSM −$497.9Mreduced AMD −$438.1M |
| Ackman Pershing Square Inc. · filed 08-14 | bought V $1.1Bbought MA $1.1Bbought SPGI $1.1Bbought NFLX $934.0Mreduced AMZN −$688.4M |
| Klarman Baupost Group LLC · filed 08-13 | reduced WCC −$267.4Msold WTW $259.6Madded GPC +$156.4Madded AMZN +$149.0Mbought CME $136.7M |
| Tepper Appaloosa LP · filed 08-14 | reduced MU −$796.5Msold SNDK $178.7Mbought BA $173.2Madded AMZN +$162.1Madded TSM +$154.0M |
| Loeb Third Point LLC · filed 08-14 | bought WBD $533.2Madded GOOGL +$303.8Mbought KEYS $204.8Mbought XYZ $194.5Mbought FLEX $166.9M |
No filing for this quarter: Tom Bancroft (last Q4 2025), Robert Olstein (last Q1 2026). 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.