---
title: 13F filings, Q2 2026
canonical: https://sweetvaluelab.com/investors/13f/2026-q2
quarter: 2026-06-30
deadline: 2026-08-14
filed: 2026-08-26
---
# 13F filings, Q2 2026

Holdings as of Jun 30, 2026, due by Aug 14, 2026. 82 of 85 tracked investors have filed; changes are computed for the 82 with holdings in both Q2 2026 and the quarter before. Stock positions only.

## New buys

| Security | Investors | Value |
| --- | ---: | ---: |
| SPCX (first appearance: spin-off or new listing) | 6 | $341.5M |
| FDXF (first appearance: spin-off or new listing) | 5 | $1.6B |
| SPGI | 5 | $1.3B |
| GEV | 5 | $714.2M |
| DPC (first appearance: spin-off or new listing) | 5 | $286.0M |
| VEEV | 5 | $173.5M |
| NFLX | 4 | $1.4B |
| AMD | 4 | $435.1M |
| LRCX | 4 | $21.3M |
| INTC | 4 | $18.9M |

## Sold out

| Security | Investors | Value sold |
| --- | ---: | ---: |
| CTRA | 4 | $1.4B |
| HON | 4 | $130.1M |
| INTU | 4 | $27.2M |
| MSFT | 3 | $1.1B |
| GOOGL | 3 | $719.8M |
| TMUS | 3 | $623.9M |
| FLUT | 3 | $305.3M |
| BKNG | 3 | $221.1M |
| SDA | 3 | $187.5M |
| CRM | 3 | $133.9M |

## Net bought

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| GOOG | 9 / 19 | +$7.9B |
| GOOGL | 6 / 27 | +$3.0B |
| V | 15 / 12 | +$2.0B |
| FDXF | 5 / 0 | +$1.6B |
| DAL | 4 / 3 | +$1.6B |
| CCL | 2 / 0 | +$1.6B |
| META | 14 / 16 | +$1.6B |
| ROP | 3 / 1 | +$1.5B |
| HD | 6 / 5 | +$1.4B |
| TMO | 9 / 4 | +$1.3B |

## Net sold

| Security | Buyers / sellers | Net |
| --- | ---: | ---: |
| AVGO | 7 / 9 | −$2.7B |
| MU | 3 / 4 | −$2.3B |
| TSM | 8 / 18 | −$2.0B |
| FDX | 1 / 9 | −$1.9B |
| NVDA | 5 / 14 | −$1.9B |
| MSFT | 18 / 20 | −$1.8B |
| AAPL | 3 / 14 | −$1.7B |
| BAC | 2 / 12 | −$1.7B |
| AMAT | 2 / 9 | −$1.6B |
| TXN | 4 / 11 | −$1.5B |

## Selected investors

| Investor | Largest moves |
| --- | --- |
| Buffett (Berkshire Hathaway Inc) | added GOOGL +$8.8B; added GOOG +$8.3B; reduced BAC −$1.7B; added DAL +$1.6B; reduced COF −$832.6M |
| Druckenmiller (Duquesne Family Office LLC) | bought GOOGL +$120.2M; added AMZN +$118.2M; bought FOXA +$115.0M; bought CDW +$104.6M; reduced ROKU −$78.2M |
| Soros (Soros Fund Management LLC) | reduced AMZN −$181.9M; sold JAZZ 2 06/15/26 −$158.4M; sold SDA −$115.7M; bought SMCI 7 06/01/29 +$111.5M; bought AEP +$105.1M |
| Bridgewater (Bridgewater Associates, LP) | reduced MU −$1.6B; reduced AMZN −$563.3M; reduced MRVL −$526.6M; reduced TSM −$497.9M; reduced AMD −$438.1M |
| Ackman (Pershing Square Inc.) | bought V +$1.1B; bought MA +$1.1B; bought SPGI +$1.1B; bought NFLX +$934.0M; reduced AMZN −$688.4M |
| Klarman (Baupost Group LLC) | reduced WCC −$267.4M; sold WTW −$259.6M; added GPC +$156.4M; added AMZN +$149.0M; bought CME +$136.7M |
| Tepper (Appaloosa LP) | reduced MU −$796.5M; sold SNDK −$178.7M; bought BA +$173.2M; added AMZN +$162.1M; added TSM +$154.0M |
| Loeb (Third Point LLC) | bought WBD +$533.2M; added GOOGL +$303.8M; bought KEYS +$204.8M; bought XYZ +$194.5M; bought FLEX +$166.9M |

Not filed for Q2 2026: Burry (last: 2025-09-30), Tom Bancroft (last: 2025-12-31), Robert Olstein (last: 2026-03-31).

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