Li Lu
Q2 2026 versus Q1 2026: 0 bought, 2 added to, 0 reduced, 6 sold. By dollars, the largest buy was PDD Holdings, $469.4M more at the quarter-end price; the largest sale Bank of America, $146.2M less. Net, $168.4M more bought than sold. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| PDD | Pdd Holdings INC | added +134% | 4.6M → 10.8M | +$469.4M | +12.68% | 22.2% | no usable model value |
| BAC | Bk Of America Corp | sold | 3.0M → 0 | −$146.2M | −3.95% | — | — |
| BRK/B | Berkshire Hathaway INC Del | added +23% | 897,749 → 1.1M | +$105.4M | +2.85% | 15.0% | 21% overvalued |
| OXY | Occidental Pete Corp | sold | 1.5M → 0 | −$95.3M | −2.57% | — | — |
| SPGI | S&p Global INC | sold | 121,463 → 0 | −$51.7M | −1.40% | — | — |
| HRB | Block H & R INC | sold | 1.6M → 0 | −$51.6M | −1.39% | — | — |
| MCO | Moodys Corp | sold | 117,784 → 0 | −$51.4M | −1.39% | — | — |
| MSCI | Msci INC | sold | 18,939 → 0 | −$10.2M | −0.28% | — | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.