Recent buys and sells across all tracked superinvestors (latest quarter vs. previous).
| Manager | Stock | Action | Valueâŧ | % Port | Prev Shares | New Shares |
|---|---|---|---|---|---|---|
| Dan Sundheim | SPCX | NEW | $21.54B | 61.9% | â | 126,042,232 |
| Philippe Laffont | SPCX | NEW | $3.17B | 6.5% | â | 18,561,780 |
| Bill Ackman | MSFT | NEW | $2.09B | 15.3% | â | 5,654,078 |
| First Eagle | BKNG | NEW | $1.75B | 1.5% | â | 9,832,988 |
| Philippe Laffont | INTC | NEW | $1.69B | 3.5% | â | 12,084,027 |
| Philippe Laffont | CBRS | NEW | $1.55B | 3.2% | â | 7,011,028 |
| Paul Singer | IGV | NEW | $1.43B | 6.3% | â | 15,750,000 |
| Leopold Aschenbrenner | NBIS | NEW | $1.23B | 6.1% | â | 4,464,260 |
| Sarah Ketterer | CCL | NEW | $1.18B | 12.7% | â | 41,190,606 |
| Stephen Mandel | NBIS | NEW | $1.18B | 7.2% | â | 4,258,008 |
| Philippe Laffont | FPS | NEW | $1.15B | 2.4% | â | 20,501,387 |
| Philippe Laffont | HUT | NEW | $1.12B | 2.3% | â | 9,715,476 |
| Dodge & Cox | FDXF | NEW | $1.08B | 0.6% | â | 7,182,771 |
| Christopher Davis | DVN | NEW | $1.05B | 4.5% | â | 25,297,991 |
| Howard Marks | SPY | NEW | $1.01B | 14.0% | â | 1,355,000 |
| Stephen Mandel | STX | NEW | $965.1M | 5.9% | â | 1,000,109 |
| Stephen Mandel | HD | NEW | $918.1M | 5.6% | â | 2,603,189 |
| Michael Burry | PLTR | NEW | $912.1M | 66.0% | â | 5,000,000 |
| Stephen Mandel | AMAT | NEW | $873.2M | 5.3% | â | 1,207,737 |
| Edgar Wachenheim | BDX | NEW | $859.8M | 9.9% | â | 5,681,708 |
| Andreas Halvorsen | RACE | NEW | $816.9M | 2.3% | â | 2,204,309 |
| Stephen Mandel | LIN | NEW | $808.6M | 4.9% | â | 1,558,081 |
| Chris Hohn | MLM | NEW | $758.4M | 1.4% | â | 1,315,109 |
| Dodge & Cox | KKR | NEW | $739.8M | 0.4% | â | 8,060,515 |
| Chris Hohn | VMC | NEW | $721.9M | 1.4% | â | 2,447,004 |