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Q4'25:71/71
Updated3/16/26 7:41AM ET
Track Investor Positions
Recent 13G/D Filings
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DateFundSecurityForm% Owned
3/12/26Valiant Capital Management, L.p.Core Scientific, Inc13G5.1%
3/11/26Linonia Partnership LPThe New York Times Company13G5.0%
3/06/26Lone Pine Capital LLCHut 8 Corp13G5.6%
3/06/26Starboard Value LPTripadvisor, Inc13D/A9.4%
3/05/26Wasatch Advisors LPArhaus Inc13G/A4.7%
3/04/26Madison Avenue Partners, LPApartment Investment & Management Co13G8.6%
3/04/26Jana Partners Management, LPMercury Systems Inc13D/A6.9%
3/03/26Appaloosa LPWhirlpool Corp13D4.9%
3/02/26Irenic Capital Management LPReservoir Media, Inc13D/A9.3%
2/26/26Abrams Capital Management, L.p.Contextlogic Holdings Inc13D1.3%
Fund Summary71 funds
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FundAUM# PosTurnoverTop BuysTop Sells
Berkshire Hathaway Inc$274.2B11019.5%
CVX +0.5%CB +0.3%LLYVA +0.3%
AAPL -1.0%BAC -1.0%AMZN -0.7%
Dodge & Cox$185.3B22245.5%
BN +1.0%AON +0.8%WTW +0.6%
SATS -0.7%BK -0.6%CVS -0.5%
Tci Fund Management Ltd$53.6B925.4%
SPGI +0.6%MSFT +0.2%FER +0.2%
CNI -1.7%CP -0.3%V -0.2%
Coatue Management LLC$40.0B257109.9%
NFLX +2.4%AMAT +1.7%NTRA +1.4%
CRWV -2.3%INTU -1.4%BABA -0.9%
Viking Global Investors LP$37.7B76261.9%
GOOG +2.2%ICE +2.0%AMZN +1.9%
COF -2.8%JPM -2.6%BLK -1.9%
Gates Foundation Trust$35.4B2348.7%
—
BRK-A -3.2%MSFT -2.0%
Pzena Investment Management LLC$33.4B18946.3%
PPG +1.8%DOX +1.4%ACN +0.8%
MDT -0.8%TEL -0.8%C -0.7%
Eagle Capital Management LLC$32.1B5667.5%
MELI +2.6%SAP +0.9%SPY +0.6%
ASMLF -2.4%GOOG -1.4%AER -0.7%
Tiger Global Management LLC$29.7B5466.4%
NOW +0.9%CPNG +0.8%NFLX +0.6%
MSFT -1.6%APP -1.5%TSM -0.8%
Polen Capital Management LLC$23.4B234117.7%
NOW +2.3%ISRG +1.5%IWF +0.8%
SHOP -2.0%AMZN -1.9%MSFT -1.7%
Select Equity Group LP$23.2B182130.3%
BRO +1.1%CHRW +0.7%PAYX +0.6%
TSM -1.5%SHOP -1.1%CDW -1.1%
Elliott Investment Management L.p.$22.6B34149.6%
OR +0.1%SDRL +0.1%HDB +0.0%
OXLC -0.1%
Farallon Capital Management LLC$21.2B151213.5%
CYBR +1.9%SNPS +1.9%AVGO +1.3%
ADSK -2.2%TMO -1.5%TRU -1.4%
Cantillon Capital Management LLC$18.5B7426.4%
LPLA +0.7%TW +0.4%ADBE +0.3%
ZTS -1.0%AVGO -0.2%ECL -0.1%
Wasatch Advisors LP$16.8B22690.3%
ECG +1.0%PAY +0.7%SXI +0.6%
FN -1.5%NVMI -1.1%MEDP -0.8%
Pershing Square Capital Management LP$15.5B1195.8%
META +12.1%BN +6.4%AMZN +6.0%
GOOG -8.9%CMG -5.8%GOOG -0.3%
Soroban Capital Partners LP$14.3B29139.7%
MA +3.4%META +2.5%V +2.0%
AMZN -2.0%AEP -1.2%FERG -1.1%
Lone Pine Capital LLC$13.6B32214.0%
ASMLF +4.7%DASH +4.2%MDLN +3.6%
META -7.1%SBUX -3.4%EQT -3.3%
D1 Capital Partners LP$10.7B42243.7%
SHW +3.6%AMZN +3.6%SE +3.2%
PRMB -3.0%BAC -2.7%NU -1.9%
Durable Capital Partners LP$10.6B40177.3%
DASH +3.2%MDLN +2.1%MELI +2.0%
SHOP -3.0%ENTG -2.6%FLUT -2.3%
Srs Investment Management, LLC$9.5B3198.8%
NFLX +14.0%ABNB +3.7%TWLO +2.8%
PDD -2.0%CLS -1.2%TSM -0.9%
Windacre Partnership LLC$9.3B1385.9%
ROP +17.2%AMZN +1.8%NVDA +1.7%
GOOG -5.6%EXPE -4.7%TSM -1.3%
Maverick Capital Ltd$9.3B179247.9%
GOOG +4.8%AMAT +3.9%BSX +3.8%
KVUE -2.6%BAC -2.3%NU -2.1%
Akre Capital Management LLC$9.1B1857.2%
BN +3.5%CPRT +1.4%CCC +0.7%
MCO -2.0%DHR -1.8%ORLY -1.7%
Atreides Management, LP$8.2B56329.9%
ALAB +5.0%NVDA +4.9%WIX +2.5%
DECK -2.5%HUBS -2.2%LITE -2.0%
Whale Rock Capital Management LLC$7.8B32214.4%
GOOG +3.4%SNDK +2.8%CVNA +2.5%
NVDA -4.4%CLS -3.9%BE -3.4%
Slate Path Capital LP$7.4B51275.7%
ON +8.8%FCX-A +4.1%HUM +3.8%
SNDK -4.7%WBD -3.6%UNP -3.2%
Third Point LLC$7.3B44209.9%
UNP +2.4%CMG +1.9%CEG +1.9%
FLUT -3.2%PCG -2.8%TSM -2.3%
Valueact Holdings LP$7.0B16156.8%
BLK +12.5%LLYVA +5.1%RKT +4.6%
LSXMA -5.7%MDB -5.0%COOP -3.2%
Appaloosa LP$6.9B39226.8%
MU +3.9%EWY +2.5%META +2.1%
BABA -2.6%AMD -1.8%FISV -1.6%
Altimeter Capital Management, LP$6.7B18137.6%
CRWV +3.0%CPNG +1.8%SHOP +1.2%
AVGO -3.3%PDD -2.4%BABA -2.3%
Ruane Cunniff & Goldfarb LP$6.4B4842.3%
ACN +4.2%ALGN +3.2%MSA +0.3%
TSM -2.3%SCHW -1.2%GOOG -0.9%
Eminence Capital LP$6.3B39209.5%
SE +1.8%VVV +1.5%PFGC +1.1%
ATMU -1.7%LEN -1.5%MDB -1.4%
Abrams Capital Management LP$5.7B1220.5%
—
GOOG -1.1%META -0.7%CRCL -0.6%
Situational Awareness LP$5.5B29334.8%
BE +21.2%LITE +11.6%SNDK +5.4%
VST -6.1%GLXY -2.2%STX -0.3%
Skye Global Management LP$5.4B47156.6%
AMZN +4.4%GOOG +0.9%WCN +0.7%
MSFT -4.1%V -1.8%MA -1.1%
Starboard Value LP$5.3B22114.1%
CWAN +4.5%FLR +3.9%KVUE +2.1%
ALIT -2.8%ADSK -1.7%CRM -1.5%
Baupost Group LLC$5.3B22143.8%
AMZN +9.3%MOH +2.1%AERO +2.0%
CRH -5.5%GOOG -4.6%DG -1.5%
Altarock Partners LP$5.1B840.1%
—
MSFT -4.3%MCO -1.3%AMZN -1.0%
Darsana Capital Partners LP$5.0B1696.0%
VRT +5.7%GWRE +2.4%DKS +2.3%
SGI -2.1%SATS -1.3%AER -0.8%
Glenview Capital Management, LLC$4.9B57162.5%
DOCN +2.1%AMD +1.9%CNC +1.4%
UHS -2.2%PYPL -2.0%THC -1.5%
Suvretta Capital Management, LLC$4.9B93139.4%
SYY +2.0%LEGN +1.6%NOW +1.4%
ETNB -3.1%KDP -1.0%FERG -0.8%
Dragoneer Investment Group, LLC$4.6B27214.3%
CPNG +3.6%0HWL +3.2%CVNA +2.8%
XYZ -2.3%DUOL -1.6%FLNC -1.5%
Stockbridge Partners LLC$4.5B1399.0%
GOOG +5.6%NOW +4.4%GWRE +1.6%
HLT -4.4%KLAC -3.7%TDG -2.3%
Duquesne Family Office LLC$4.5B62282.6%
XLF +6.7%RSP +5.0%EWZ +2.5%
TEVA -7.4%INSM -3.6%NTRA -3.6%
Linonia Partnership LP$4.4B12115.0%
SATS +17.4%LLYVA +12.5%GWRE +5.5%
LSXMA -14.6%LSXMA -6.2%VEEV -1.0%
Scge Management, L.p.$4.4B20230.4%
GOOG +9.2%NVDA +3.6%TSLA +3.4%
META -7.6%PANW -7.1%ORCL -5.8%
Brave Warrior Advisors LLC$4.3B3392.0%
MRP +2.2%AN +1.6%BLDR +1.4%
ELV -4.7%RYAAY -1.7%KNTK -1.6%
Sachem Head Capital Management LP$4.3B20239.7%
SATS +16.1%CVNA +7.5%LYV +4.9%
KVUE -13.3%SGI -6.1%SYF -4.4%
Foxhaven Asset Management LP$4.1B16106.7%
DASH +5.2%MELI +3.7%CPNG +3.5%
SHOP -3.6%WIX -2.8%PYPL -2.7%
Par Capital Management Inc$3.8B5369.0%
ABNB +2.0%WEX +1.7%AERO +0.9%
BILL -2.6%EXPE -2.1%BKNG -1.7%
Surgocap Partners LP$3.6B17198.9%
ISRG +4.1%GOOG +3.2%NVDA +3.2%
NFLX -6.2%META -4.3%BSX -2.3%
Xn LP$3.6B26157.3%
CBRE +4.3%TOST +3.2%MDLN +1.9%
FIG -2.4%WBD -2.1%FERG -1.9%
Spruce House Investment Management LLC$3.4B1069.5%
DKNG +3.5%CPAY +3.1%
CVNA -14.5%APP -4.5%CMPR -1.0%
Voyager Global Management LP$3.4B9198.9%
CHTR +10.5%NVDA +9.3%MSFT +3.2%
GOOG -7.6%V -6.2%CMCSA -5.5%
Meritage Group LP$3.2B10141.0%
MSFT +1.9%MSCI +0.8%WDAY +0.8%
A -4.9%COF -3.3%AMZN -2.7%
Giverny Capital Inc.$3.0B5041.3%
BFAM +1.3%BRO +1.1%DIS +1.0%
TSM -4.1%FISV -2.6%KMX -2.3%
Mantle Ridge LP$2.5B2
—
—
Cas Investment Partners, LLC$2.3B531.1%
—
CVNA -5.3%COF -0.9%HGV -0.7%
Madison Avenue Partners LP$2.3B23173.4%
INDV +13.4%SOLS +8.1%MOH +6.6%
INDV -9.3%SNDK -8.9%NWSA -2.7%
Jana Partners Management LP$1.9B12109.0%
FISV +7.3%COO +4.3%ALKT +3.4%
TRMB -7.4%MKL -6.9%MRCY -3.5%
Valiant Capital Management LP$1.8B33208.7%
IWM +4.0%SPY +3.9%PUMP +2.4%
AGX -2.6%LLY -1.0%GEV -0.3%
Weitz Investment Management Inc$1.7B4447.8%
EEFT +0.7%LBRDA +0.4%CDW +0.2%
KMX -1.6%GOOG -1.6%CHTR -1.2%
Browning West LP$1.6B577.7%
COO +19.6%DKS +0.1%
SGI -19.3%CAE -2.2%
Irenic Capital Management LP$1.5B46296.7%
ITGR +10.4%ALKT +5.1%SPSC +4.2%
PZZA -3.0%GO -1.9%SGRY -1.7%
Luxor Capital Group, LP$1.3B49367.3%
HROW +1.4%AER +1.3%GLNG +1.3%
ATRO -1.8%FUN -1.1%LBTYA -0.9%
Hound Partners LLC$743.2M38208.5%
PLTR +12.4%META +6.5%FOXA +2.5%
GS -11.9%EXPE -6.2%BIO-B -2.4%
Cat Rock Capital Management LP$697.4M16100.3%
ARES +2.5%TKO +1.8%TDG +1.1%
META -4.4%SEMR -4.1%TSM -1.4%
Light Street Capital Management LLC$649.8M24247.3%
CHYM +5.2%RDDT +3.5%NFLX +3.2%
DDOG -5.0%SNOW -3.8%MDB -3.6%
Ancient Art LP$442.1M11108.4%
TBBB +2.0%UPWK +1.8%THRY +0.4%
INMD -3.4%SATS -2.6%ULCC -0.8%
Abdiel Capital Advisors, LP$71.0M7321.9%
CPNG +1.3%TBBB +0.1%GBTG +0.0%
HCA -39.4%GLBE -19.4%AFRM -18.4%
Top Buys50 securities
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SecurityTotal Pts# FundsChg Price
SATSEchostar Corp
+36.7%4-0.3%
AMZNAmazon Com Inc
+36.6%19-10.0%
NVDANvidia Corporation
+32.2%14-3.3%
METAMeta Platforms Inc
+27.5%10-7.0%
GOOGAlphabet Inc
+25.0%11-3.9%
NFLXNetflix Inc
+24.7%10+1.7%
COOCooper Cos Inc
+24.0%3-14.7%
BEBloom Energy Corp
+22.9%3+77.8%
LLYVALiberty Live Holdings-Cl C
+17.9%3+10.6%
ROPRoper Technologies Inc
+17.4%2-21.0%
DASHDoordash Inc
+17.0%9-28.8%
MSFTMicrosoft Corp
+16.3%16-18.0%
MELIMercadolibre Inc
+15.0%10-17.1%
CVNACarvana Co
+14.7%7-28.9%
BNBrookfield Corp
+14.3%7-16.4%
CPNGCoupang Inc
+13.9%9-21.8%
INDVIndivior PLC
+13.4%1-13.3%
BLKBlackrock Inc
+12.6%3-13.2%
PLTRPalantir Technologies Inc
+12.4%1-15.1%
NOWServicenow Inc
+12.3%7-25.8%
LITELumentum Hldgs Inc
+11.6%1+68.9%
RKTRocket Cos Inc
+11.5%6-27.0%
CHTRCharter Communications Inc N
+10.9%3+4.5%
ITGRInteger Hldgs Corp
+10.4%1+5.8%
MDLNMedline Inc
+10.3%11-1.3%
FISVFiserv Inc
+10.1%5-15.5%
GOOGAlphabet Inc
+9.7%4-3.9%
GWREGuidewire Software Inc
+9.5%3-20.1%
SOLSSolstice Advanced Matls Inc
+9.4%3+50.9%
ONOn Semiconductor Corp
+9.4%2+8.1%
MOHMolina Healthcare Inc
+8.6%2-14.0%
ALKTAlkami Technology Inc
+8.4%3-22.0%
VVisa Inc
+8.2%10-12.2%
SNDKSandisk Corp
+8.2%3+178.7%
SESea Ltd
+8.1%8-32.6%
LLYVALiberty Live Holdings-Cl A
+8.0%3+10.6%
ASMLFAsml Holding N V
+7.7%3+0.0%
CRWVCoreweave Inc
+7.2%3+13.3%
TSMTaiwan Semiconductor Mfg Ltd
+7.0%10+11.3%
KNXKnight-Swift Transn Hldgs In
+6.8%4-0.3%
XLFSelect Sector Spdr Tr
+6.7%1-10.7%
AMATApplied Matls Inc
+6.3%5+33.1%
TWLOTwilio Inc
+6.3%4-12.5%
SPOTSpotify Technology S A
+6.2%7-11.1%
ACNAccenture PLC Ireland
+6.2%3-26.7%
MICCMagnum Ice Cream Co Nv
+6.1%1-2.2%
VRTVertiv Holdings Co
+6.1%2+59.8%
CHYMChime Finl Inc
+6.0%3-18.1%
DKSDicks Sporting Goods Inc
+6.0%7-2.9%
LYVLive Nation Entertainment In
+5.9%4+8.0%
Top Sells50 securities
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SecurityTotal Pts# FundsChg Price
HCAHca Healthcare Inc
-40.9%3+14.2%
METAMeta Platforms Inc
-40.1%20-7.0%
SGISomnigroup International Inc
-31.1%9-13.7%
GOOGAlphabet Inc
-27.2%14-3.9%
LSXMALiberty Media Corp Del
-22.5%4—
TSMTaiwan Semiconductor Mfg Ltd
-22.3%17+11.3%
CVNACarvana Co
-21.1%6-28.9%
MSFTMicrosoft Corp
-20.2%17-18.0%
AFRMAffirm Hldgs Inc
-19.8%4-37.0%
GLBEGlobal E Online Ltd
-19.8%2-11.5%
AMZNAmazon Com Inc
-17.1%19-10.0%
KVUEKenvue Inc
-17.0%3+2.6%
SNDKSandisk Corp
-14.0%3+178.7%
EXPEExpedia Group Inc
-13.3%4-19.2%
GSGoldman Sachs Group Inc
-12.4%4-10.5%
TEVATeva Pharmaceutical Inds Ltd
-11.8%5-8.5%
APPNAppian Corp
-11.5%1-27.8%
SHOPShopify Inc
-11.3%7-23.6%
GOOGAlphabet Inc
-11.1%11-3.9%
NFLXNetflix Inc
-11.1%4+1.7%
MDBMongodb Inc
-11.1%7-37.9%
APPApplovin Corp
-11.0%9-31.9%
VVisa Inc
-10.5%6-12.2%
AVGOBroadcom Inc
-10.0%11-6.9%
COFCapital One Finl Corp
-9.9%12-25.5%
FLUTFlutter Entmt PLC
-9.6%5-49.6%
INDVIndivior PLC
-9.3%1-13.3%
LSXMALiberty Media Corp-Liberty-A
-9.1%3—
BABAAlibaba Group Hldg Ltd
-9.1%8-7.8%
INTUIntuit
-8.7%8-33.5%
BACBank America Corp
-8.6%6-14.6%
VSTVistra Corp
-8.2%6-1.5%
AMDAdvanced Micro Devices Inc
-7.7%7-9.7%
SESea Ltd
-7.6%7-32.6%
TRMBTrimble Inc
-7.5%2-15.2%
WBDWarner Bros Discovery Inc
-7.5%4-5.8%
ORCLOracle Corp
-7.3%3-20.2%
CMGChipotle Mexican Grill Inc
-7.2%3-12.1%
PANWPalo Alto Networks Inc
-7.1%1-9.3%
MKLMarkel Corp
-6.9%1-9.6%
DHRDanaher Corporation
-6.7%9-18.2%
NUNu Hldgs Ltd
-6.6%8-17.0%
NVDANvidia Corporation
-6.5%8-3.3%
MAMastercard Incorporated
-6.4%6-12.6%
CRHCrh PLC
-6.4%2-19.7%
CMCSAComcast Corp New
-6.4%3+8.9%
PRMBPrimo Brands Corporation
-6.1%4+27.7%
SNOWSnowflake Inc
-6.0%5-18.6%
NTSKNetskope Inc
-5.8%2-44.5%
TWLOTwilio Inc
-5.8%3-12.5%