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 |
|---|---|---|---|---|---|---|---|---|---|
| Ron Baron | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$24.91B | $24.91B | 37.4% | 18 | Who owns it → |
| Ken Griffin | IVV | Ishares Core S&P 500 ETF | ETFs & Funds | Added | +$10.20B | $13.24B | 7.6% | 9 | Who owns it → |
| David Shaw | SPY | SPDR S&P 500 ETF Trust | ETFs & Funds | Added | +$9.92B | $10.48B | 6.5% | 17 | Who owns it → |
| Baillie Gifford | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$8.78B | $8.78B | 8.0% | 18 | Who owns it → |
| Warren Buffett | GOOGL | Alphabet Inc (Class A) | Communication Services | Added | +$8.77B | $28.16B | 9.4% | 56 | Who owns it → |
| Warren Buffett | GOOG | Alphabet Inc (Class C) | Communication Services | Added | +$8.34B | $9.61B | 3.2% | 42 | Who owns it → |
| Dodge & Cox | BKNG | Booking Holdings Inc | Consumer Discretionary | Added | +$4.37B | $4.55B | 2.4% | 16 | Who owns it → |
| Ken Fisher | GE | General Electric Co | Industrials | Added | +$4.32B | $4.33B | 1.3% | 18 | Who owns it → |
| Ken Fisher | GEV | GE Vernova Inc | Industrials | Added | +$4.18B | $4.18B | 1.2% | 18 | Who owns it → |
| Philippe Laffont | MU | Micron Technology Inc | Information Technology | Added | +$3.44B | $3.63B | 7.5% | 26 | Who owns it → |
| Philippe Laffont | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$3.17B | $3.17B | 6.5% | 18 | Who owns it → |
| Israel Englander | SPY | SPDR S&P 500 ETF Trust | ETFs & Funds | Added | +$3.16B | $3.63B | 2.4% | 17 | Who owns it → |
| Israel Englander | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$2.98B | $2.98B | 2.0% | 18 | Who owns it → |
| Ken Fisher | CSCO | Cisco Systems, Inc | Information Technology | Added | +$1.89B | $3.92B | 1.2% | 20 | Who owns it → |
| Ken Fisher | PANW | Palo Alto Networks Inc | Information Technology | Added | +$1.88B | $1.96B | 0.6% | 9 | Who owns it → |
| Dodge & Cox | V | Visa Inc (Class A) | Financials | Added | +$1.86B | $1.86B | 1.0% | 40 | Who owns it → |
| Boston Partners | AMZN | Amazon Com Inc | Consumer Discretionary | Added | +$1.77B | $3.07B | 2.7% | 51 | Who owns it → |
| Philippe Laffont | INTC | Intel Corp | Information Technology | New | +$1.69B | $1.69B | 3.5% | 23 | Who owns it → |
| Warren Buffett | DAL | Delta Air Lines, Inc | Industrials | Added | +$1.64B | $5.37B | 1.8% | 17 | Who owns it → |
| Ken Fisher | UNH | Unitedhealth Group Inc | Health Care | Added | +$1.60B | $3.77B | 1.1% | 33 | Who owns it → |
| Brad Gerstner | CBRS | Cerebras Systems Inc (Class A) | Information Technology | New | +$1.60B | $1.60B | 16.2% | 12 | Who owns it → |
| Ken Fisher | MRK | Merck & Co., Inc | Health Care | Added | +$1.55B | $4.95B | 1.5% | 24 | Who owns it → |
| Philippe Laffont | CBRS | Cerebras Systems Inc (Class A) | Information Technology | New | +$1.55B | $1.55B | 3.2% | 12 | Who owns it → |
| Dodge & Cox | TMO | Thermo Fisher Scientific Inc | Information Technology | Added | +$1.52B | $1.53B | 0.8% | 25 | Who owns it → |
| David Shaw | AMZN | Amazon Com Inc | Consumer Discretionary | Added | +$1.48B | $2.61B | 1.6% | 51 | 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 → |