Activity
Biggest buys and sells
What tracked managers changed in Q2 2026 compared with the quarter before. Dollar changes are estimates: change in shares × this quarter's price. ⓘOnly managers that filed both quarters are compared. Price moves alone never count as buying or selling.
This quarter's themes · Q2 2026
- Most bought: META — 26 managers bought or added, 3 of them new positions.
- Most popular new buy: SPCX — opened by 18 managers.
- Biggest single buy: Ron Baron opened a new SPCX position (about $24.91B).
- Most sold: TSM — 32 managers trimmed or sold.
- Sector money flow: most net buying in Communication Services (+$16.23B), most net selling in Energy (-$7.20B).
Generated automatically from the filings. Dollar figures are estimates (change in shares × quarter-end price). ⓘEst. net buying: For each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. Guide
Biggest buys
New positions are highlighted. Conviction = how much of the manager's portfolio the position is now.
Column filters
| Manager | Ticker | Company | Sector | Change | Est. Δ value ↓ ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Position now | Conviction ⓘHow much of the manager's reported portfolio this one position is. A 10% position is a much bigger bet than a 0.1% one. (% of their portfolio) | Other owners ⓘHow many other tracked managers hold this stock. | Who else owns it |
|---|---|---|---|---|---|---|---|---|---|
| Ken Fisher | IEF | Ishares 7-10 Year Treasury B | ETFs & Funds | Added | +$1.32B | $15.22B | 4.5% | 3 | Who owns it → |
| Dodge & Cox | ROP | Roper Technologies Inc | Information Technology | Added | +$1.26B | $2.39B | 1.3% | 13 | Who owns it → |
| Causeway | CCL | Carnival Corp Ltd | Industrials | New | +$1.18B | $1.18B | 12.7% | 12 | Who owns it → |
| Stephen Mandel | NBIS | Nebius Group N.V. (Class A) | Information Technology | New | +$1.18B | $1.18B | 7.2% | 12 | Who owns it → |
| Parnassus Investments | KLAC | Kla Corp | Information Technology | Added | +$1.17B | $1.33B | 3.5% | 16 | Who owns it → |
| Philippe Laffont | FPS | Forgent Power Solutions, Inc (Class A) | Industrials | New | +$1.15B | $1.15B | 2.4% | 12 | Who owns it → |
| Israel Englander | IVV | Ishares Core S&P 500 ETF | ETFs & Funds | Added | +$1.14B | $10.86B | 7.3% | 9 | Who owns it → |
| Bill Ackman | V | Visa Inc (Class A) | Financials | New | +$1.12B | $1.12B | 5.8% | 40 | Who owns it → |
| Philippe Laffont | HUT | Hut 8 Corp | Financials | New | +$1.12B | $1.12B | 2.3% | 10 | Who owns it → |
| Bill Ackman | MA | Mastercard Inc (Class A) | Financials | New | +$1.09B | $1.09B | 5.6% | 29 | Who owns it → |
| Dodge & Cox | FDXF | FedEx Freight Holding Company, Inc | Industrials | New | +$1.08B | $1.08B | 0.6% | 16 | Who owns it → |
| David Shaw | NVDA | Nvidia Corp | Information Technology | Added | +$1.07B | $4.01B | 2.5% | 40 | Who owns it → |
| Bill Ackman | SPGI | S&P Global Inc | Financials | New | +$1.06B | $1.06B | 5.4% | 24 | Who owns it → |
| Chris Davis | DVN | Devon Energy Corp | Energy | New | +$1.05B | $1.05B | 4.5% | 16 | Who owns it → |
| Jeremy Grantham | KLAC | Kla Corp | Information Technology | Added | +$1.04B | $1.17B | 2.6% | 16 | Who owns it → |
| Ken Fisher | JNJ | Johnson & Johnson | Health Care | Added | +$1.03B | $3.38B | 1.0% | 29 | Who owns it → |
| Jim Simons | META | Meta Platforms, Inc (Class A) | Communication Services | Added | +$996.89M | $1.14B | 1.6% | 50 | Who owns it → |
| Fred Alger | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$987.47M | $987.47M | 3.3% | 18 | Who owns it → |
| Stephen Mandel | STX | Seagate Technology Holdings plc | Information Technology | New | +$965.11M | $965.11M | 5.9% | 15 | Who owns it → |
| Bill Ackman | NFLX | Netflix Inc | Communication Services | New | +$934.02M | $934.02M | 4.8% | 22 | Who owns it → |
| Philippe Laffont | AMZN | Amazon Com Inc | Consumer Discretionary | Added | +$930.49M | $2.82B | 5.8% | 51 | Who owns it → |
| Stephen Mandel | HD | Home Depot, Inc | Consumer Discretionary | New | +$918.09M | $918.09M | 5.6% | 23 | Who owns it → |
| Jim Simons | NVDA | Nvidia Corp | Information Technology | Added | +$913.26M | $1.42B | 2.0% | 40 | Who owns it → |
| David Shaw | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$912.39M | $912.39M | 0.6% | 18 | Who owns it → |
| Ken Griffin | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$876.49M | $876.49M | 0.5% | 18 | Who owns it → |
Column filters
| Manager | Ticker | Company | Sector | Change | Est. Δ value ↑ ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Position now | Conviction ⓘHow much of the manager's reported portfolio this one position is. A 10% position is a much bigger bet than a 0.1% one. (% of their portfolio) | Other owners ⓘHow many other tracked managers hold this stock. | Who else owns it |
|---|---|---|---|---|---|---|---|---|---|
| Ken Griffin | MU | Micron Technology Inc | Information Technology | Reduced | -$4.61B | $693.18M | 0.4% | 26 | Who owns it → |
| David Shaw | MU | Micron Technology Inc | Information Technology | Reduced | -$3.34B | $887.39M | 0.5% | 26 | Who owns it → |
| Israel Englander | — | Western Digital Corp (Note 3.000%) | Unclassified | Reduced | -$2.49B | $979.97M | 0.7% | 2 | Who owns it → |
| Jim Simons | MU | Micron Technology Inc | Information Technology | Reduced | -$2.25B | $244.22M | 0.3% | 26 | Who owns it → |
| Two Sigma | MU | Micron Technology Inc | Information Technology | Reduced | -$2.03B | $617.74M | 0.5% | 26 | Who owns it → |
| Boston Partners | MU | Micron Technology Inc | Information Technology | Reduced | -$1.83B | $1.38B | 1.2% | 26 | Who owns it → |
| Jim Simons | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.81B | $11.32M | 0.0% | 17 | Who owns it → |
| Israel Englander | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.76B | $832.48M | 0.6% | 17 | Who owns it → |
| Chase Coleman | GOOGL | Alphabet Inc (Class A) | Communication Services | Reduced | -$1.72B | $2.07B | 8.7% | 56 | Who owns it → |
| Warren Buffett | BAC | Bank of America Corp | Financials | Reduced | -$1.72B | $27.54B | 9.2% | 32 | Who owns it → |
| Israel Englander | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$1.72B | $100.07M | 0.1% | 12 | Who owns it → |
| Ken Fisher | CNQ | Canadian Natural Resources Ltd | Energy | Reduced | -$1.71B | $65.77M | 0.0% | 12 | Who owns it → |
| Ken Griffin | TSM | Taiwan Semiconductor Manufacturing Co Ltd | Information Technology | Reduced | -$1.68B | $251.17M | 0.1% | 46 | Who owns it → |
| Israel Englander | SPYM | Ste STR SPDR PT S&P 500 ETF | ETFs & Funds | Sold | -$1.65B | $0 | 0.0% | 4 | Who owns it → |
| Ken Griffin | DIA | SPDR Dow Jones Industrial Average ETF Trust | ETFs & Funds | Reduced | -$1.61B | $138.12M | 0.1% | 3 | Who owns it → |
| Ray Dalio | MU | Micron Technology Inc | Information Technology | Reduced | -$1.57B | $134.67M | 0.6% | 26 | Who owns it → |
| Ken Fisher | COP | Conocophillips | Energy | Reduced | -$1.48B | $97.74M | 0.0% | 20 | Who owns it → |
| David Shaw | AVGO | Broadcom Inc | Information Technology | Reduced | -$1.44B | $1.03B | 0.6% | 33 | Who owns it → |
| Steve Cohen | NVDA | Nvidia Corp | Information Technology | Reduced | -$1.43B | $87.60M | 0.1% | 40 | Who owns it → |
| David Shaw | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.39B | $1.28B | 0.8% | 17 | Who owns it → |
| Ken Fisher | ING | ING Groep NV | Financials | Reduced | -$1.38B | $183.71M | 0.1% | 12 | Who owns it → |
| Ken Griffin | NVDA | Nvidia Corp | Information Technology | Reduced | -$1.37B | $2.36B | 1.4% | 40 | Who owns it → |
| Dodge & Cox | LYB | LyondellBasell Industries N.V. (Class A) | Materials | Sold | -$1.36B | $0 | 0.0% | 10 | Who owns it → |
| Chris Davis | CTRA | Coterra Energy Inc | Energy | Sold | -$1.30B | $0 | 0.0% | 0 | Who owns it → |
| Boston Partners | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$1.30B | $514.86M | 0.5% | 12 | Who owns it → |
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Politician trades
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| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Suzan K. DelBene Politician | Oct 14, 2026 | — | Black Belt Energy Gas Dist Ala Gas 05.00% 12/01/2035 Proj Rev BDS Ser. 2025 F [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | — | Oct 28, 2026 | 14 days | PTR ↗ |
| Suzan K. DelBene Politician | Oct 14, 2026 | — | Tennessee Energy Ac 5% Edr Idr Due 12/01/35 [GS] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | — | Oct 28, 2026 | 14 days | PTR ↗ |
| Jodey C. Arrington Politician | Jul 10, 2025 | — | Montego [OI] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | — | Oct 27, 2026 | 474 days Late | PTR ↗ |
| Sheri Biggs Politician | Sep 30, 2026 | — | Oaktree Strategic Credit Fund Class S [OT] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | W.S.B Trust > Rockefeller Cap. Mgmt 3 | Oct 27, 2026 | 27 days | PTR ↗ |
| Max L. Miller Politician | Oct 1, 2026 | — | AIX Ventures Fund II, LP (GLAS Funds, LP) [HN] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 2012 Trust | Oct 27, 2026 | 26 days | PTR ↗ |
| Max L. Miller Politician | Sep 30, 2026 | — | Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) [HN] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 2012 Trust | Oct 27, 2026 | 27 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 27, 2026 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Oct 27, 2026 | 0 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 15, 2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | ET Invest | Oct 27, 2026 | 12 days | PTR ↗ |
| Pete Sessions Politician | Oct 14, 2026 | CVX | Chevron Corporation Common Stock (CVX) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | ET IRA | Oct 27, 2026 | 13 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 13, 2026 | COST | Costco Wholesale Corporation - Common Stock (COST) [ST] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Self | ET Invest | Oct 27, 2026 | 14 days | PTR ↗ |
| Pete Sessions Politician | Oct 14, 2026 | XOM | ExxonMobil Holdings Corporation Common Stock (XOM) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 27, 2026 | 13 days | PTR ↗ |
| Pete Sessions Politician | Oct 22, 2026 | HD | Home Depot, Inc. (HD) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 27, 2026 | 5 days | PTR ↗ |
| Pete Sessions Politician | Oct 1, 2026 | HON | Honeywell International Inc. (HON) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | ET IRA | Oct 27, 2026 | 26 days | PTR ↗ |
| Pete Sessions Politician | Oct 20, 2026 | IBM | International Business Machines Corporation Common Stock (IBM) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | ET IRA | Oct 27, 2026 | 7 days | PTR ↗ |
| Pete Sessions Politician | Oct 22, 2026 | LOW | Lowe's Companies, Inc. Common Stock (LOW) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Oct 27, 2026 | 5 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | MA | Mastercard Incorporated Common Stock (MA) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | — | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 27, 2026 | MCD | McDonald's Corporation Common Stock (MCD) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | IRA Two | Oct 27, 2026 | 0 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |