13F & 13D Filings
Institutional Fund Moves
Latest SEC 13F position changes and Schedule 13D/13G stakes at a glance.
⚡ High-Attention 13F-HR & Schedule 13D/13G Tradeable Alerts
Auto-synced to Fund pages, Top 25 Holdings & Copy/AnalyzeFull Filing Scanner ›New opened a new position Added increased Trimmed reduced Sold out exited
Egerton Capital
John Armitage · quarter ended Sep 30, 2026Egerton Capital Trimmed Visa Inc. (V)
Shares -4% · +14.9% of the fund
Egerton Capital Trimmed
Moody's Corporation (MCO)Shares -4% · +7.6% of the fund
Egerton Capital Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -36% · +7.3% of the fund
Egerton Capital Trimmed
Medline Inc. (MDLN)Shares -19% · +4.7% of the fund
Egerton Capital Trimmed
CRH plc (CRH)Shares -17% · +3.1% of the fund
Egerton Capital Trimmed
Interactive Brokers (IBKR)Shares -23% · +2.7% of the fund
Egerton Capital Trimmed
Vulcan Materials Company (VMC)Shares -49% · +2.5% of the fund
Egerton Capital Trimmed
Embraer S.A. (EMBJ)Shares -4% · +2.5% of the fund
Whale Rock
Alex Sacerdote · quarter ended Jun 30, 2026Whale Rock Trimmed
Sandisk (SNDK)Shares -25% · +10.9% of the fund
Whale Rock Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -10% · +6.9% of the fund
Whale Rock Trimmed Corning Inc. (GLW)
Shares -3% · +4.6% of the fund
Whale Rock Trimmed
MKS Instruments (MKSI)Shares -3% · +4.5% of the fund
Whale Rock Trimmed
Celestica Inc. (CLS)Shares -3% · +4.3% of the fund
Whale Rock Trimmed
Bloom Energy (BE)Shares -3% · +3.9% of the fund
Whale Rock Trimmed
SiTime (SITM)Shares -3% · +3.4% of the fund
Whale Rock Trimmed
JFrog Ltd. (FROG)Shares -26% · +3.3% of the fund
Viking Global
Andreas Halvorsen · quarter ended Jun 30, 2026Viking Global Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -29% · +4.3% of the fund
Viking Global Trimmed
Fortive (FTV)Shares -11% · +3.5% of the fund
Viking Global Trimmed
Charles Schwab Corporation (SCHW)Shares -27% · +2.8% of the fund
Viking Global Trimmed
McDonald's (MCD)Shares -22% · +2.2% of the fund
Viking Global Trimmed
BridgeBio Pharma, Inc. (BBIO)Shares -16% · +2.1% of the fund
Viking Global Trimmed
Walt Disney Company (The) (DIS)Shares -46% · +2.0% of the fund
Viking Global Trimmed
Johnson Controls (JCI)Shares -5% · +1.8% of the fund
Viking Global Trimmed
Microsoft (MSFT)Shares -37% · +1.6% of the fund
ValueAct
Mason Morfit · quarter ended Jun 30, 2026ValueAct Trimmed
Liberty Live Holdings, Inc. - S (LLYVK)Shares -39% · +4.1% of the fund
ValueAct Trimmed
Simpson Manufacturing (SSD)Shares -41% · +3.1% of the fund
ValueAct Trimmed
Roblox Corporation (RBLX)Shares -46% · +3.0% of the fund
ValueAct Trimmed
Liberty Live Holdings, Inc. - S (LLYVA)Shares -56% · +1.4% of the fund
ValueAct Trimmed
MongoDB, Inc. (MDB)Shares -84% · +1.0% of the fund
ValueAct Trimmed
Live Nation Entertainment (LYV)Shares -52% · +1.0% of the fund
Valley Forge Capital
Dev Kantesaria · quarter ended Jun 30, 2026Valley Forge Capital Trimmed
Fair Isaac (FICO)Shares -13% · +25.8% of the fund
Valley Forge Capital Trimmed S&P Global (SPGI)
Shares -13% · +19.9% of the fund
Valley Forge Capital Trimmed
Mastercard (MA)Shares -28% · +17.6% of the fund
Valley Forge Capital Trimmed Visa Inc. (V)
Shares -23% · +5.1% of the fund
Tiger Global
Chase Coleman · quarter ended Jun 30, 2026Tiger Global Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -12% · +9.7% of the fund
Tiger Global Trimmed
Amazon (AMZN)Shares -3% · +9.6% of the fund
Tiger Global Trimmed
Nvidia (NVDA)Shares -7% · +9.3% of the fund
Tiger Global Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -45% · +8.7% of the fund
Tiger Global Trimmed
Meta Platforms (META)Shares -9% · +6.6% of the fund
Tiger Global Trimmed
Lam Research (LRCX)Shares -19% · +5.7% of the fund
Tiger Global Trimmed
Sea Limited (SE)Shares -19% · +5.0% of the fund
Tiger Global Trimmed
GE Vernova (GEV)Shares -18% · +3.9% of the fund
Third Point
Dan Loeb · quarter ended Jun 30, 2026Third Point Trimmed
Amazon (AMZN)Shares -10% · +10.4% of the fund
Third Point Trimmed
Telephone and Data Systems, Inc. (TDS)Shares -5% · +5.8% of the fund
Third Point Trimmed
Carpenter Technology (CRS)Shares -31% · +3.3% of the fund
Third Point Trimmed MasTec (MTZ)
Shares -9% · +3.0% of the fund
TCI Fund Management
Chris Hohn · quarter ended Jun 30, 2026TCI Fund Management Trimmed
Canadian Pacific Kansas City Li (CP)Shares -3% · +7.4% of the fund
TCI Fund Management Trimmed Canadian National Railway Compa (CNI)
Shares -4% · +2.1% of the fund
Stockbridge Partners
Berkshire Partners' public equity team · quarter ended Jun 30, 2026Stockbridge Partners Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -4% · +20.8% of the fund
Stockbridge Partners Trimmed
Amazon (AMZN)Shares -28% · +8.9% of the fund
Stockbridge Partners Trimmed
Vulcan Materials Company (VMC)Shares -7% · +6.6% of the fund
Stockbridge Partners Trimmed
Nvidia (NVDA)Shares -15% · +5.5% of the fund
Stockbridge Partners Trimmed
Waste Connections, Inc. (WCN)Shares -53% · +4.1% of the fund
Situational Awareness
Leopold Aschenbrenner · quarter ended Jun 30, 2026Situational Awareness Trimmed
Bloom Energy (BE)Shares -3% · +9.4% of the fund
Situational Awareness Trimmed
IREN LIMITED (IREN)Shares -19% · +2.1% of the fund
Situational Awareness Trimmed
T1 Energy Inc (TE)Shares -51% · +0.2% of the fund
Semper Augustus
Christopher Bloomstran · quarter ended Jun 30, 2026Semper Augustus Trimmed
Newmont (NEM)Shares -7% · +4.7% of the fund
Semper Augustus Trimmed
Five Below (FIVE)Shares -45% · +2.1% of the fund
Semper Augustus Trimmed
HF Sinclair (DINO)Shares -30% · +2.0% of the fund
Semper Augustus Trimmed
Valero Energy (VLO)Shares -14% · +1.1% of the fund
Semper Augustus Trimmed Cummins (CMI)
Shares -67% · +1.0% of the fund
Semper Augustus Trimmed EQNR (EQNR)
Shares -8% · +0.6% of the fund
Semper Augustus Trimmed
Starbucks (SBUX)Shares -82% · +0.5% of the fund
Semper Augustus Trimmed
NXP Semiconductors (NXPI)Shares -41% · +0.2% of the fund
Sachem Head
Scott Ferguson · quarter ended Jun 30, 2026Sachem Head Trimmed
Talen Energy (TLN)Shares -11% · +10.9% of the fund
Sachem Head Trimmed
Dick's Sporting Goods (DKS)Shares -7% · +7.0% of the fund
Sachem Head Trimmed Gildan Activewear, Inc. (GIL)
Shares -12% · +3.9% of the fund
Sachem Head Trimmed
Twilio (TWLO)Shares -73% · +2.7% of the fund
Ruane Cunniff (Sequoia)
Ruane, Cunniff & Goldfarb · quarter ended Jun 30, 2026Ruane Cunniff (Sequoia) Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -6% · +11.1% of the fund
Ruane Cunniff (Sequoia) Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -3% · +8.7% of the fund
Ruane Cunniff (Sequoia) Trimmed
Liberty Media Corporation - Ser (FWONK)Shares -2% · +7.7% of the fund
Ruane Cunniff (Sequoia) Trimmed
Charles Schwab Corporation (SCHW)Shares -3% · +6.6% of the fund
Ruane Cunniff (Sequoia) Trimmed
Capital One (COF)Shares -3% · +6.1% of the fund
Ruane Cunniff (Sequoia) Trimmed
Elevance Health (ELV)Shares -29% · +5.9% of the fund
Ruane Cunniff (Sequoia) Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -3% · +5.1% of the fund
Ruane Cunniff (Sequoia) Trimmed
Sunbelt Rentals Holdings, Inc. (SUNB)Shares -22% · +5.0% of the fund
Point72
Steve Cohen · quarter ended Jun 30, 2026Point72 Trimmed
Credo Technology Group Holding (CRDO)Shares -18% · +2.7% of the fund
Point72 Trimmed
Amazon (AMZN)Shares -10% · +1.7% of the fund
Point72 Trimmed
Arista Networks (ANET)Shares -21% · +1.4% of the fund
Point72 Trimmed
Advanced Micro Devices (AMD)Shares -6% · +1.2% of the fund
Point72 Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -14% · +1.2% of the fund
Point72 Trimmed
Applied Materials (AMAT)Shares -65% · +0.7% of the fund
Point72 Trimmed
Spotify Technology S.A. (SPOT)Shares -8% · +0.6% of the fund
Point72 Trimmed
Broadcom (AVGO)Shares -55% · +0.6% of the fund
Lone Pine
Lone Pine Capital (founded by Stephen Mandel) · quarter ended Jun 30, 2026Lone Pine Trimmed
ASML Holding N.V. - New York Re (ASML)Shares -13% · +6.9% of the fund
Lone Pine Trimmed
Teradyne (TER)Shares -20% · +4.4% of the fund
Lone Pine Trimmed Corning Inc. (GLW)
Shares -27% · +4.3% of the fund
Lone Pine Trimmed
Hut 8 Corp. (HUT)Shares -5% · +4.1% of the fund
Lone Pine Trimmed
Carpenter Technology (CRS)Shares -47% · +3.6% of the fund
Lone Pine Trimmed MasTec (MTZ)
Shares -12% · +3.4% of the fund
Lone Pine Trimmed
AppLovin (APP)Shares -29% · +3.3% of the fund
Lone Pine Trimmed
LPL Financial Holdings Inc. (LPLA)Shares -41% · +2.1% of the fund
Light Street
Glen Kacher · quarter ended Jun 30, 2026Light Street Trimmed
Advanced Micro Devices (AMD)Shares -50% · +7.5% of the fund
Light Street Trimmed
JFrog Ltd. (FROG)Shares -11% · +5.5% of the fund
Light Street Trimmed
MKS Instruments (MKSI)Shares -15% · +5.4% of the fund
Light Street Trimmed
Nvidia (NVDA)Shares -50% · +3.2% of the fund
Light Street Trimmed
Amazon (AMZN)Shares -59% · +1.4% of the fund
Light Street Trimmed
NXP Semiconductors (NXPI)Shares -10% · +0.8% of the fund
H&H International
Duan Yongping · quarter ended Jun 30, 2026H&H International Trimmed
Apple Inc. (AAPL)Shares -6% · +41.1% of the fund
H&H International Trimmed
Nvidia (NVDA)Shares -55% · +6.6% of the fund
H&H International Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -47% · +3.6% of the fund
H&H International Trimmed
Microsoft (MSFT)Shares -26% · +1.5% of the fund
H&H International Trimmed
Credo Technology Group Holding (CRDO)Shares -7% · +1.0% of the fund
H&H International Trimmed
UnitedHealth Group (UNH)Shares -34% · +0.9% of the fund
Greenlight (DME Capital)
David Einhorn · quarter ended Jun 30, 2026Greenlight (DME Capital) Trimmed
Acadia Healthcare (ACHC)Shares -3% · +3.4% of the fund
Greenlight (DME Capital) Trimmed
Penn Entertainment (PENN)Shares -3% · +3.3% of the fund
Greenlight (DME Capital) Trimmed Centene Corporation (CNC)
Shares -40% · +2.8% of the fund
Greenlight (DME Capital) Trimmed
TD Synnex (SNX)Shares -21% · +2.6% of the fund
Greenlight (DME Capital) Trimmed Capri Holdings Limited (CPRI)
Shares -2% · +2.3% of the fund
Greenlight (DME Capital) Trimmed
DHT Holdings, Inc. (DHT)Shares -5% · +2.2% of the fund
Greenlight (DME Capital) Trimmed
Versant Media Group, Inc. (VSNT)Shares -37% · +1.8% of the fund
Greenlight (DME Capital) Trimmed Spectrum Brands Holdings, Inc. (SPB)
Shares -14% · +1.3% of the fund
Glenview Capital
Larry Robbins · quarter ended Jun 30, 2026Glenview Capital Trimmed
CVS Health (CVS)Shares -41% · +10.0% of the fund
Glenview Capital Trimmed
Advanced Micro Devices (AMD)Shares -54% · +3.5% of the fund
Glenview Capital Trimmed
Teva Pharmaceutical Industries (TEVA)Shares -24% · +3.4% of the fund
Glenview Capital Trimmed Centene Corporation (CNC)
Shares -41% · +2.4% of the fund
Glenview Capital Trimmed
Cigna (CI)Shares -17% · +2.3% of the fund
Glenview Capital Trimmed
Humana (HUM)Shares -24% · +2.0% of the fund
Glenview Capital Trimmed
Block, Inc. (XYZ)Shares -12% · +1.8% of the fund
Glenview Capital Trimmed Onto Innovation (ONTO)
Shares -31% · +1.6% of the fund
Giverny Capital
François Rochon · quarter ended Jun 30, 2026Giverny Capital Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -2% · +7.2% of the fund
Giverny Capital Trimmed
Ametek (AME)Shares -2% · +4.9% of the fund
Giverny Capital Trimmed
Berkshire Hathaway (BRK-B)Shares -34% · +4.2% of the fund
Giverny Capital Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -11% · +3.7% of the fund
Giverny Capital Trimmed
Five Below (FIVE)Shares -3% · +3.6% of the fund
Giverny Capital Trimmed NVR, Inc. (NVR)
Shares -3% · +3.0% of the fund
Giverny Capital Trimmed
Bank OZK (OZK)Shares -3% · +2.1% of the fund
Giverny Capital Trimmed
Markel Group Inc. (MKL)Shares -28% · +2.0% of the fund
Gates Foundation Trust
Bill & Melinda Gates Foundation Trust · quarter ended Jun 30, 2026Gates Foundation Trust Trimmed
Berkshire Hathaway (BRK-B)Shares -14% · +21.4% of the fund
Gates Foundation Trust Trimmed
Waste Management (WM)Shares -3% · +17.3% of the fund
Fundsmith
Terry Smith · quarter ended Jun 30, 2026Fundsmith Trimmed
Marriott International (MAR)Shares -23% · +7.0% of the fund
Fundsmith Trimmed
Stryker Corporation (SYK)Shares -5% · +6.7% of the fund
Fundsmith Trimmed Waters Corporation (WAT)
Shares -29% · +6.2% of the fund
Fundsmith Trimmed Visa Inc. (V)
Shares -35% · +5.1% of the fund
Fundsmith Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -40% · +4.6% of the fund
Fundsmith Trimmed
Church & Dwight (CHD)Shares -3% · +4.6% of the fund
Fundsmith Trimmed
Procter & Gamble (PG)Shares -3% · +4.4% of the fund
Fundsmith Trimmed
Microsoft (MSFT)Shares -23% · +4.4% of the fund
Fairfax Financial
Prem Watsa · quarter ended Jun 30, 2026Fairfax Financial Trimmed
Garrett Motion Inc. (GTX)Shares -44% · +0.1% of the fund
Fairfax Financial Trimmed Magnachip Semiconductor Corpora (MX)
Shares -50% · +0.0% of the fund
Elliott
Paul Singer · quarter ended Jun 30, 2026Elliott Trimmed
Suncor Energy Inc. (SU)Shares -44% · +11.1% of the fund
Elliott Trimmed
Southwest Airlines (LUV)Shares -20% · +8.7% of the fund
Elliott Trimmed
Seadrill Limited (SDRL)Shares -6% · +1.2% of the fund
Durable Capital
Henry Ellenbogen · quarter ended Jun 30, 2026Durable Capital Trimmed
RBC Bearings (RBC)Shares -25% · +10.7% of the fund
Durable Capital Trimmed
DoorDash (DASH)Shares -3% · +7.5% of the fund
Durable Capital Trimmed
Qnity Electronics (Q)Shares -11% · +7.2% of the fund
Durable Capital Trimmed
MercadoLibre, Inc. (MELI)Shares -12% · +5.1% of the fund
Durable Capital Trimmed
APi Group (APG)Shares -18% · +5.0% of the fund
Durable Capital Trimmed
XPO, Inc. (XPO)Shares -17% · +4.8% of the fund
Durable Capital Trimmed Affirm Holdings, Inc. (AFRM)
Shares -22% · +3.5% of the fund
Durable Capital Trimmed
Privia Health Group, Inc. (PRVA)Shares -4% · +2.9% of the fund
Duquesne Family Office
Stanley Druckenmiller · quarter ended Jun 30, 2026Duquesne Family Office Trimmed
YPF Sociedad Anonima (YPF)Shares -3% · +3.3% of the fund
Duquesne Family Office Trimmed
BBB Foods Inc. (TBBB)Shares -7% · +2.8% of the fund
Duquesne Family Office Trimmed
Sandisk (SNDK)Shares -9% · +1.8% of the fund
Duquesne Family Office Trimmed
Global X MSCI Argentina ETF (ARGT)Shares -15% · +0.7% of the fund
Duquesne Family Office Trimmed
Woodward, Inc. (WWD)Shares -68% · +0.7% of the fund
Duquesne Family Office Trimmed
Roku, Inc. (ROKU)Shares -75% · +0.6% of the fund
Duquesne Family Office Trimmed
Teva Pharmaceutical Industries (TEVA)Shares -74% · +0.5% of the fund
Duquesne Family Office Trimmed
Wabtec (WAB)Shares -40% · +0.4% of the fund
D1 Capital
Dan Sundheim · quarter ended Jun 30, 2026D1 Capital Trimmed
James Hardie Industries plc. (JHX)Shares -3% · +2.1% of the fund
D1 Capital Trimmed
MercadoLibre, Inc. (MELI)Shares -26% · +1.4% of the fund
D1 Capital Trimmed
Kilroy Realty Corp (KRC)Shares -7% · +1.1% of the fund
D1 Capital Trimmed
Flowserve (FLS)Shares -15% · +1.1% of the fund
D1 Capital Trimmed
DoorDash (DASH)Shares -9% · +0.7% of the fund
D1 Capital Trimmed
Capital One (COF)Shares -2% · +0.6% of the fund
D1 Capital Trimmed
Lineage, Inc. (LINE)Shares -36% · +0.6% of the fund
D1 Capital Trimmed Coupang, Inc. (CPNG)
Shares -11% · +0.5% of the fund
Coatue
Philippe Laffont · quarter ended Jun 30, 2026Coatue Trimmed
Taiwan Semiconductor Mfg. (TSM)Shares -4% · +8.8% of the fund
Coatue Trimmed
Lam Research (LRCX)Shares -6% · +8.4% of the fund
Coatue Trimmed
Applied Materials (AMAT)Shares -20% · +6.3% of the fund
Coatue Trimmed
Meta Platforms (META)Shares -10% · +2.9% of the fund
Coatue Trimmed
Nvidia (NVDA)Shares -4% · +2.5% of the fund
Coatue Trimmed
AppLovin (APP)Shares -9% · +1.2% of the fund
Coatue Trimmed
ASML Holding N.V. - New York Re (ASML)Shares -40% · +1.2% of the fund
Coatue Trimmed
Netflix (NFLX)Shares -32% · +0.7% of the fund
Brave Warrior
Glenn Greenberg · quarter ended Jun 30, 2026Brave Warrior Trimmed
TD Synnex (SNX)Shares -53% · +8.4% of the fund
Brave Warrior Trimmed
Elevance Health (ELV)Shares -13% · +8.2% of the fund
Brave Warrior Trimmed Millrose Properties, Inc. (MRP)
Shares -29% · +3.9% of the fund
Brave Warrior Trimmed MPLX LP (MPLX)
Shares -2% · +3.9% of the fund
Brave Warrior Trimmed
F&G Annuities & Life, Inc. (FG)Shares -54% · +1.4% of the fund
Berkshire Hathaway
Warren Buffett / Greg Abel · quarter ended Jun 30, 2026Berkshire Hathaway Trimmed
Bank of America (BAC)Shares -6% · +9.2% of the fund
Berkshire Hathaway Trimmed
DaVita (DVA)Shares -4% · +2.1% of the fund
Berkshire Hathaway Trimmed
Kroger (KR)Shares -22% · +0.7% of the fund
Berkshire Hathaway Trimmed
Ally Financial (ALLY)Shares -7% · +0.4% of the fund
Berkshire Hathaway Trimmed
Capital One (COF)Shares -58% · +0.2% of the fund
Berkshire Hathaway Trimmed
Nucor (NUE)Shares -52% · +0.1% of the fund
Atreides
Gavin Baker · quarter ended Jun 30, 2026Atreides Trimmed
Micron Technology (MU)Shares -6% · +7.4% of the fund
Atreides Trimmed
Astera Labs, Inc. (ALAB)Shares -64% · +5.3% of the fund
Atreides Trimmed
Unity Software Inc. (U)Shares -17% · +2.6% of the fund
Atreides Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -12% · +1.6% of the fund
Atreides Trimmed
Twilio (TWLO)Shares -22% · +1.3% of the fund
Atreides Trimmed
Dick's Sporting Goods (DKS)Shares -17% · +0.8% of the fund
Atreides Trimmed
Wayfair Inc. (W)Shares -41% · +0.7% of the fund
Appaloosa
David Tepper · quarter ended Jun 30, 2026Appaloosa Trimmed
Micron Technology (MU)Shares -41% · +15.1% of the fund
Appaloosa Trimmed
Alibaba Group Holding Limited (BABA)Shares -42% · +2.6% of the fund
Appaloosa Trimmed
Advanced Micro Devices (AMD)Shares -11% · +1.5% of the fund
Appaloosa Trimmed
Qualcomm (QCOM)Shares -50% · +0.6% of the fund
Appaloosa Trimmed
Whirlpool Corporation (WHR)Shares -63% · +0.4% of the fund
Altimeter
Brad Gerstner · quarter ended Jun 30, 2026Altimeter Trimmed
Meta Platforms (META)Shares -31% · +7.8% of the fund
Altimeter Trimmed Arm Holdings plc (ARM)
Shares -4% · +5.9% of the fund
Altimeter Trimmed
Uber (UBER)Shares -8% · +5.4% of the fund
Akre Capital
Akre Capital Management (founded by Chuck Akre) · quarter ended Jun 30, 2026Akre Capital Trimmed
Mastercard (MA)Shares -13% · +20.0% of the fund
Akre Capital Trimmed
Moody's Corporation (MCO)Shares -7% · +10.3% of the fund
Akre Capital Trimmed Brookfield Corporation (BN)
Shares -29% · +10.1% of the fund
Akre Capital Trimmed
KKR & Co. (KKR)Shares -26% · +9.0% of the fund
Akre Capital Trimmed
Roper Technologies (ROP)Shares -6% · +7.8% of the fund
Akre Capital Trimmed Visa Inc. (V)
Shares -32% · +7.5% of the fund
Akre Capital Trimmed
O'Reilly Automotive (ORLY)Shares -44% · +3.9% of the fund
Akre Capital Trimmed
Airbnb (ABNB)Shares -42% · +3.3% of the fund
ARK Invest
Cathie Wood · quarter ended Jun 30, 2026ARK Invest Trimmed
Tesla, Inc. (TSLA)Shares -3% · +7.5% of the fund
ARK Invest Trimmed
Advanced Micro Devices (AMD)Shares -48% · +5.3% of the fund
ARK Invest Trimmed
Robinhood Markets (HOOD)Shares -13% · +3.4% of the fund
ARK Invest Trimmed
CRSP (CRSP)Shares -16% · +3.4% of the fund
ARK Invest Trimmed
Twist Bioscience Corporation (TWST)Shares -28% · +3.0% of the fund
ARK Invest Trimmed
10x Genomics, Inc. (TXG)Shares -15% · +2.5% of the fund
ARK Invest Trimmed
Beam Therapeutics Inc. (BEAM)Shares -16% · +2.3% of the fund
ARK Invest Trimmed
Teradyne (TER)Shares -48% · +2.0% of the fund
Gardner Russo & Quinn
Tom Russo · quarter ended Jun 30, 2026Gardner Russo & Quinn Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -9% · +12.1% of the fund
Gardner Russo & Quinn Trimmed
Mastercard (MA)Shares -2% · +8.8% of the fund
Gardner Russo & Quinn Trimmed
Compagnie Financiere Richemont (CFRHF)Shares -3% · +8.7% of the fund
Gardner Russo & Quinn Trimmed Heineken Holding N.V. (HKHHF)
Shares -2% · +7.6% of the fund
Gardner Russo & Quinn Trimmed
Nestle S.A. (NSRGY)Shares -3% · +6.1% of the fund
Gardner Russo & Quinn Trimmed
Berkshire Hathaway (BRK-B)Shares -3% · +6.1% of the fund
Gardner Russo & Quinn Trimmed
Sunbelt Rentals Holdings, Inc. (SUNB)Shares -3% · +4.9% of the fund
Gardner Russo & Quinn Trimmed
Pernod Ricard S.A. (PDRDF)Shares -5% · +1.9% of the fund
Baupost Group
Seth Klarman · quarter ended Jun 30, 2026Baupost Group Trimmed
Restaurant Brands International (QSR)Shares -16% · +9.0% of the fund
Baupost Group Trimmed
Union Pacific Corporation (UNP)Shares -23% · +6.0% of the fund
Baupost Group Trimmed WESCO International (WCC)
Shares -54% · +4.2% of the fund
Baupost Group Trimmed
Aon plc (AON)Shares -11% · +4.2% of the fund
Baupost Group Trimmed
Teleflex (TFX)Shares -12% · +3.3% of the fund
Baupost Group Trimmed
Eagle Materials (EXP)Shares -41% · +2.2% of the fund
Baupost Group Trimmed
Americold Realty Trust, Inc. (COLD)Shares -12% · +2.0% of the fund
Baupost Group Trimmed
Liberty Global Ltd. (LBTYK)Shares -36% · +1.7% of the fund
Abrams Capital
David Abrams · quarter ended Jun 30, 2026Abrams Capital Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -27% · +8.9% of the fund
Trian
Nelson Peltz · quarter ended Jun 30, 2026Trian Trimmed
Invesco (IVZ)Shares -45% · +1.5% of the fund
Markel Group
Tom Gayner · quarter ended Jun 30, 2026Markel Group Trimmed
Analog Devices (ADI)Shares -2% · +3.0% of the fund
Markel Group Trimmed
Meta Platforms (META)Shares -6% · +1.0% of the fund
Markel Group Trimmed
Comcast (CMCSA)Shares -17% · +0.1% of the fund
Lindsell Train
Nick Train · quarter ended Jun 30, 2026Lindsell Train Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -25% · +17.5% of the fund
Lindsell Train Trimmed
TKO Group Holdings (TKO)Shares -14% · +16.1% of the fund
Lindsell Train Trimmed
Fair Isaac (FICO)Shares -9% · +10.3% of the fund
Lindsell Train Trimmed Thermo Fisher Scientific (TMO)
Shares -17% · +9.8% of the fund
Lindsell Train Trimmed
Walt Disney Company (The) (DIS)Shares -19% · +9.5% of the fund
Lindsell Train Trimmed
Intuit (INTU)Shares -9% · +6.6% of the fund
Lindsell Train Trimmed
Mondelez International (MDLZ)Shares -28% · +5.6% of the fund
Lindsell Train Trimmed
PepsiCo (PEP)Shares -20% · +5.3% of the fund
Pershing Square
Bill Ackman · quarter ended Mar 31, 2026Pershing Square Trimmed Brookfield Corporation (BN)
Shares -3% · +17.6% of the fund
Pershing Square Trimmed
Alphabet Inc. (Class C) (GOOG)Shares -95% · +0.7% of the fund
Pershing Square Trimmed
Alphabet Inc. (Class A) (GOOGL)Shares -95% · +0.1% of the fund
13D and 13G stakes
5%+ stakes by these funds · last 90 days10/21
10/15
10/13
10/09
10/08
10/05
10/02
09/21
09/17
09/16
09/14
09/14
08/28
08/25
08/19
08/17
08/14
08/14
08/14
08/14
08/14
08/14
08/14
08/14
08/14
08/14
08/14
08/14
Latest 30 of 45.
How this works
13F-HR = quarterly long U.S. equity positions (filed ≤45 days after quarter-end). 13D/13G = ≥5% ownership stakes. Source: SEC EDGAR.
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13F filings can be up to 45 days old and show long U.S. stock positions only. Research only; not investment advice. · Important disclosures
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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026