📅 Quarter: Q1 '26|Last updated: Jul 7, 2026

Activity Feed

Recent buys and sells across all tracked superinvestors (latest quarter vs. previous).

New Position (500)Added To (0)Reduced (0)Sold Out (0)

ℹ️ Some categories show 0 results. Change detection requires at least 2 quarters of filings per manager. Currently only new positions are available for this quarter.

New Position (500)

Manager	Stock	Action	Value▼	% Port	Prev Shares	New Shares
Dodge & Cox	SUNB	NEW	$3.46B	1.9%	—	53,101,847
Warren Buffett	DAL	NEW	$2.65B	1.0%	—	39,809,456
Bill Ackman	MSFT	NEW	$2.09B	15.3%	—	5,654,078
Leopold Aschenbrenner	SMH	NEW	$2.04B	14.9%	—	5,327,900
Leopold Aschenbrenner	NVDA	NEW	$1.57B	11.5%	—	8,992,300
Sarah Ketterer	AZNCF	NEW	$1.44B	17.7%	—	7,421,749
Dodge & Cox	ROP	NEW	$1.18B	0.7%	—	3,343,694
Leopold Aschenbrenner	ORCL	NEW	$1.07B	7.8%	—	7,293,000
Philippe Laffont	EQIX	NEW	$1.07B	3.7%	—	1,090,886
Warren Buffett	GOOG	NEW	$1.03B	0.4%	—	3,585,215
Leopold Aschenbrenner	AVGO	NEW	$1.01B	7.4%	—	3,251,100
Leopold Aschenbrenner	AMD	NEW	$969.2M	7.1%	—	4,764,100
Michael Burry	PLTR	NEW	$912.1M	66.0%	—	5,000,000
Andreas Halvorsen	AAPL	NEW	$911.9M	2.6%	—	3,593,057
Dodge & Cox	NVO	NEW	$710.5M	0.4%	—	19,333,750
Chris Hohn	GOOGL	NEW	$706.5M	1.6%	—	2,457,000
Andreas Halvorsen	FDX	NEW	$688.2M	1.9%	—	1,932,165
Philippe Laffont	ASMLF	NEW	$655.4M	2.3%	—	496,234
Andreas Halvorsen	META	NEW	$607.9M	1.7%	—	1,062,575
Leopold Aschenbrenner	MU	NEW	$583.7M	4.3%	—	1,727,700
Stephen Mandel	TER	NEW	$555.2M	4.4%	—	1,872,876
Leopold Aschenbrenner	TSM	NEW	$535.1M	3.9%	—	1,583,400
John Armitage	LIN	NEW	$529.7M	5.9%	—	1,068,371
Stephen Mandel	CTAS	NEW	$505.6M	4.0%	—	3,718,147
Leopold Aschenbrenner	ASMLF	NEW	$494.1M	3.6%	—	374,100