Superinvestor Picks

What the 31 investors followed here agree on, and what they bought and sold, from each one's latest 13F against the one before it (mostly the quarter to Jun 30, 2026). Only a position that matters to the manager counts: a holding of at least 1% of their reported book, a trade that moved at least half a per cent.

Bought by the most managers

New positions and additions that moved at least half a per cent of the manager's book.

Source: the managers' own quarterly 13F filings. A 13F shows long US positions at the quarter end, filed up to 45 days later, so every one of these trades is at least six weeks old when it becomes public, and none says what price was paid. Securities are grouped by CUSIP, so a company without a page here still counts; where it has one, its name links to it.

Related datasets

Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.SectorsEvery company by sector and industry, with valuations.Stock ScreensPiotroski, Graham, dividend records and most shorted.

Company	Managers	Who, and how much of their book
Amazon.com IncAMZN Pershing Square Capital Management, L.P. added 2.8%, Baupost Group Llc/Ma added 2.8%, Duquesne Family Office LLC added 2.7% +7	101 new	Pershing Square Capital Management, L.P. added 2.8%, Baupost Group Llc/Ma added 2.8%, Duquesne Family Office LLC added 2.7% +7
Space Exploration Technologies CorpSPCX Coatue Management LLC new 6.5%, ARK Investment Management LLC new 5.0%, Altimeter Capital Management, LP new 3.1% +6	99 new	Coatue Management LLC new 6.5%, ARK Investment Management LLC new 5.0%, Altimeter Capital Management, LP new 3.1% +6
Alphabet IncGOOGL Third Point LLC added 6.5%, Berkshire Hathaway Inc added 2.9%, Duquesne Family Office LLC new 2.8% +2	52 new	Third Point LLC added 6.5%, Berkshire Hathaway Inc added 2.9%, Duquesne Family Office LLC new 2.8% +2
Alphabet IncGOOG Berkshire Hathaway Inc added 2.8%, Baupost Group Llc/Ma added 1.2%, ARK Investment Management LLC added 0.7% +2	5	Berkshire Hathaway Inc added 2.8%, Baupost Group Llc/Ma added 1.2%, ARK Investment Management LLC added 0.7% +2
Cerebras Systems Inc Altimeter Capital Management, LP new 16.2%, Coatue Management LLC new 3.2%, Tiger Global Management LLC new 2.8% +1	44 new	Altimeter Capital Management, LP new 16.2%, Coatue Management LLC new 3.2%, Tiger Global Management LLC new 2.8% +1
Seagate Technology HLDNGS PL Lone Pine Capital LLC new 5.9%, Duquesne Family Office LLC added 1.6%, Whale Rock Capital Management LLC new 1.2% +1	43 new	Lone Pine Capital LLC new 5.9%, Duquesne Family Office LLC added 1.6%, Whale Rock Capital Management LLC new 1.2% +1
Taiwan Semiconductor Manufacturing Co LtdTSM Appaloosa LP added 2.1%, Third Point LLC added 1.9%, Polen Capital Management LLC added 1.3% +1	4	Appaloosa LP added 2.1%, Third Point LLC added 1.9%, Polen Capital Management LLC added 1.3% +1
Meta Platforms IncMETA Appaloosa LP added 1.8%, Renaissance Technologies LLC added 1.4%, Viking Global Investors LP added 1.3% +1	4	Appaloosa LP added 1.8%, Renaissance Technologies LLC added 1.4%, Viking Global Investors LP added 1.3% +1
Advanced Micro Devices IncAMD Whale Rock Capital Management LLC added 6.7%, Tiger Global Management LLC new 1.6%, Duquesne Family Office LLC new 1.0%	32 new	Whale Rock Capital Management LLC added 6.7%, Tiger Global Management LLC new 1.6%, Duquesne Family Office LLC new 1.0%
Carvana CoCVNA Lone Pine Capital LLC added 3.5%, Whale Rock Capital Management LLC added 1.8%, Viking Global Investors LP added 1.8%	3	Lone Pine Capital LLC added 3.5%, Whale Rock Capital Management LLC added 1.8%, Viking Global Investors LP added 1.8%
TTM Technologies Inc Lone Pine Capital LLC new 3.1%, Third Point LLC new 2.0%, Whale Rock Capital Management LLC added 1.1%	32 new	Lone Pine Capital LLC new 3.1%, Third Point LLC new 2.0%, Whale Rock Capital Management LLC added 1.1%
Hut 8 Corp Coatue Management LLC new 2.3%, Third Point LLC added 1.1%, Duquesne Family Office LLC new 0.8%	32 new	Coatue Management LLC new 2.3%, Third Point LLC added 1.1%, Duquesne Family Office LLC new 0.8%
Snowflake IncSNOW Whale Rock Capital Management LLC new 1.8%, Point72 Asset Management, L.P. added 1.1%, Viking Global Investors LP new 0.7%	32 new	Whale Rock Capital Management LLC new 1.8%, Point72 Asset Management, L.P. added 1.1%, Viking Global Investors LP new 0.7%
Micron Technology IncMU Coatue Management LLC added 7.1%, Altimeter Capital Management, LP new 2.5%	21 new	Coatue Management LLC added 7.1%, Altimeter Capital Management, LP new 2.5%
Nebius Group N.V. Lone Pine Capital LLC new 7.2%, Soros Fund Management LLC new 1.1%	22 new	Lone Pine Capital LLC new 7.2%, Soros Fund Management LLC new 1.1%
Applied Materials IncAMAT Lone Pine Capital LLC new 5.3%, Altimeter Capital Management, LP new 1.9%	22 new	Lone Pine Capital LLC new 5.3%, Altimeter Capital Management, LP new 1.9%
Home Depot IncHD Lone Pine Capital LLC new 5.6%, Gates Foundation Trust new 1.0%	22 new	Lone Pine Capital LLC new 5.6%, Gates Foundation Trust new 1.0%
Intel CorpINTC Coatue Management LLC new 3.5%, Tiger Global Management LLC added 1.5%	21 new	Coatue Management LLC new 3.5%, Tiger Global Management LLC added 1.5%
Qualcomm IncQCOM Altimeter Capital Management, LP new 3.5%, Viking Global Investors LP new 0.8%	22 new	Altimeter Capital Management, LP new 3.5%, Viking Global Investors LP new 0.8%
Berkshire Hathaway IncBRK.B Himalaya Capital Management LLC added 2.8%, Fairholme Capital Management LLC added 1.3%	2	Himalaya Capital Management LLC added 2.8%, Fairholme Capital Management LLC added 1.3%
Union Pacific CorpUNP Viking Global Investors LP new 1.6%, Third Point LLC added 1.5%	21 new	Viking Global Investors LP new 1.6%, Third Point LLC added 1.5%
CoreWeave IncCRWV Altimeter Capital Management, LP added 1.6%, Appaloosa LP new 1.4%	21 new	Altimeter Capital Management, LP added 1.6%, Appaloosa LP new 1.4%
Performance Food Group CoPFGC Third Point LLC new 1.6%, Lone Pine Capital LLC added 1.3%	21 new	Third Point LLC new 1.6%, Lone Pine Capital LLC added 1.3%
Digital Realty Trust IncDLR Viking Global Investors LP new 1.2%, Soros Fund Management LLC added 1.1%	21 new	Viking Global Investors LP new 1.2%, Soros Fund Management LLC added 1.1%
Bitdeer Technologies Group Duquesne Family Office LLC new 1.5%, Lone Pine Capital LLC new 0.7%	22 new	Duquesne Family Office LLC new 1.5%, Lone Pine Capital LLC new 0.7%
NVIDIA CorpNVDA Renaissance Technologies LLC added 1.3%, D. E. Shaw & Co., Inc. added 0.7%	2	Renaissance Technologies LLC added 1.3%, D. E. Shaw & Co., Inc. added 0.7%
Delta Air Lines IncDAL Duquesne Family Office LLC new 1.3%, Berkshire Hathaway Inc added 0.5%	21 new	Duquesne Family Office LLC new 1.3%, Berkshire Hathaway Inc added 0.5%
Sysco CorpSYY Third Point LLC new 1.0%, Harris Associates L P added 0.6%	21 new	Third Point LLC new 1.0%, Harris Associates L P added 0.6%
Fedex FGHT HLDG Co Inc Viking Global Investors LP new 1.0%, Gates Foundation Trust new 0.5%	22 new	Viking Global Investors LP new 1.0%, Gates Foundation Trust new 0.5%
Synopsys IncSNPS Elliott Investment Management L.P. new 0.7%, Altimeter Capital Management, LP new 0.6%	22 new	Elliott Investment Management L.P. new 0.7%, Altimeter Capital Management, LP new 0.6%
Equitable Holdings IncEQH Viking Global Investors LP new 0.7%, Harris Associates L P added 0.6%	21 new	Viking Global Investors LP new 0.7%, Harris Associates L P added 0.6%
US Foods Holding CorpUSFD Lone Pine Capital LLC added 0.7%, Viking Global Investors LP new 0.5%	21 new	Lone Pine Capital LLC added 0.7%, Viking Global Investors LP new 0.5%
X-Energy Inc ARK Investment Management LLC new 0.6%, Soros Fund Management LLC new 0.5%	22 new	ARK Investment Management LLC new 0.6%, Soros Fund Management LLC new 0.5%
Microsoft CorpMSFT Pershing Square Capital Management, L.P. new 15.3%	11 new	Pershing Square Capital Management, L.P. new 15.3%
PDD Holdings IncPDD Himalaya Capital Management LLC added 12.7%	1	Himalaya Capital Management LLC added 12.7%
Warner Bros Discovery IncWBD Third Point LLC new 11.5%	11 new	Third Point LLC new 11.5%
Astera Labs, IncALAB Whale Rock Capital Management LLC new 6.1%	11 new	Whale Rock Capital Management LLC new 6.1%
Icahn Enterprises LP Icahn Carl C added 6.0%	1	Icahn Carl C added 6.0%
Linde PLC Lone Pine Capital LLC new 4.9%	11 new	Lone Pine Capital LLC new 4.9%
Keysight Technologies IncKEYS Third Point LLC new 4.4%	11 new	Third Point LLC new 4.4%
Block IncXYZ Third Point LLC new 4.2%	11 new	Third Point LLC new 4.2%
Flex LTD Third Point LLC new 3.6%	11 new	Third Point LLC new 3.6%
Norfolk Southern CorpNSC Third Point LLC added 3.4%	1	Third Point LLC added 3.4%
Sterling Infrastructure IncSTRL Lone Pine Capital LLC new 3.1%	11 new	Lone Pine Capital LLC new 3.1%
Capital One Financial CorpCOF Third Point LLC added 3.0%	1	Third Point LLC added 3.0%
Genuine Parts CoGPC Baupost Group Llc/Ma added 2.9%	1	Baupost Group Llc/Ma added 2.9%
On HLDG AG Lone Pine Capital LLC new 2.9%	11 new	Lone Pine Capital LLC new 2.9%
Fox CorpFOXA Duquesne Family Office LLC new 2.6%	11 new	Duquesne Family Office LLC new 2.6%
Live Nation Entertainment IncLYV Third Point LLC added 2.6%	1	Third Point LLC added 2.6%
CME Group IncCME Baupost Group Llc/Ma new 2.5%	11 new	Baupost Group Llc/Ma new 2.5%