Shared increases60Shared reductions117Latest quarter Q1 2026Managers 16Generated 06/24/2026, 14:27 UTCNext check 08/16/2026

Consensus moves this quarter

Q1 2026

View complete 13F signals

Shared increases

60 stocks

Showing top 4 of 60 matched companies.

Alphabet Inc.

GOOG / GOOGL

Company market cap: $4.2TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
+$7.7B
Berkshire Hathaway
Increased
2.04% 6.32%
+$11.0B
Bridgewater Associates
Increased
1.82% 3.06%
+$187.5M
ARK Invest
Increased
1.14% 1.61%
+$35.4M
Third Point
New position
Portfolio weight: 2.42%
+$50.3M
Baupost Group
Increased
6.46% 6.62%
-$2.3M
Greenwoods / Jinglin
Increased
20.82% 21.66%
-$1.8M
6 managers

AMAZON COM INC

023135106

Company market cap: $2.7TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
-$486.6M
Bridgewater Associates
Increased
1.64% 4.08%
+$464.3M
Pershing Square
Increased
14.28% 17.39%
+$167.4M
ARK Invest
Increased
1.86% 2.19%
+$2.4M
Baupost Group
Increased
9.28% 12.70%
+$159.9M
Greenwoods / Jinglin
New position
Portfolio weight: 5.40%
+$209.2M
5 managers

Taiwan Semiconductor Manufacturing Co. Ltd.

TSM

Company market cap: $2.1TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
+$1.6B
Bridgewater Associates
New position
Portfolio weight: 1.62%
+$364.0M
Tiger Global
Increased
3.81% 8.23%
+$748.6M
Coatue Management
Increased
6.56% 10.80%
+$514.9M
Hillhouse / HHLR Advisors
Increased
0.11% 0.31%
+$1.8M
4 managers

BROADCOM INC

11135F101

Company market cap: $1.8TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
+$131.9M
Bridgewater Associates
Increased
1.47% 2.54%
+$164.6M
Tiger Global
Increased
3.35% 4.86%
+$114.3M
ARK Invest
New position
Portfolio weight: 0.98%
+$126.2M
Third Point
New position
Portfolio weight: 0.74%
+$15.5M
4 managers
View all shared increases

Shared reductions

117 stocks

Showing top 4 of 117 matched companies.

Microsoft Corp.

MSFT

Company market cap: $2.9TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
-$1.7B
Tiger Global
Reduced
8.92% 4.05%
-$1.7B
ARK Invest
Reduced
0.02% 0.02%
-$942.6K
Coatue Management
Reduced
6.26% 3.16%
-$1.6B
Third Point
Exited
Portfolio weight: 6.15%
-$447.3M
4 managers

META PLATFORMS INC

30303M102

Company market cap: $1.6TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
-$1.6B
Pershing Square
Reduced
11.37% 11.10%
-$242.4M
ARK Invest
Reduced
1.31% 0.69%
-$109.0M
Coatue Management
Reduced
6.25% 5.54%
-$887.6M
Greenwoods / Jinglin
Reduced
16.27% 7.99%
-$348.1M
4 managers

NVIDIA Corp.

NVDA

Company market cap: $4.9TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
-$1.1B
ARK Invest
Reduced
1.55% 1.40%
-$53.4M
Coatue Management
Reduced
4.30% 3.80%
-$612.2M
Third Point
Reduced
7.56% 1.59%
-$517.0M
Greenwoods / Jinglin
Reduced
3.86% 3.43%
-$23.2M
4 managers

AMAZON COM INC

023135106

Company market cap: $2.7TSource Nasdaq, 07/18/2026, 12:10 UTC

Value change
-$486.6M
Berkshire Hathaway
Exited
Portfolio weight: 0.19%
-$525.3M
Tiger Global
Reduced
7.78% 9.12%
-$228.1M
Coatue Management
Reduced
5.74% 5.68%
-$640.8M
Third Point
Reduced
6.87% 19.40%
-$95.7M
4 managers
View all shared reductions

New and exited position signals

Shared new positions

BROADCOM INC
ARK Invest · Third Point
New position
ASML HLDG NV
Coatue Management · Third Point
New position
INTEL CORP
Tiger Global · Hillhouse / HHLR Advisors
New position
LUMENTUM HLDGS INC
Tiger Global · Hillhouse / HHLR Advisors · Greenwoods / Jinglin
New position

Shared exits

UnitedHealth Group Inc.
Berkshire Hathaway · Bridgewater Associates
Exited
VEEVA SYS INC
Bridgewater Associates · Tiger Global · ARK Invest
Exited
GRAB HOLDINGS LIMITED
Tiger Global · Oaktree Capital
Exited
ROCKET COS INC
Bridgewater Associates · Coatue Management · Third Point
Exited

Tracked manager profiles

Berkshire Hathaway

Warren Buffett

Q1 2026
13F disclosed portfolio value
$263.1B-$11.1B / -4.0%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 4
Reduced 6
New position 2
Open manager details

Himalaya Capital

Li Lu

Q1 2026
13F disclosed portfolio value
$3.2B-$367.6M / -10.3%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 1
Reduced 1
New position 5
Open manager details

Bridgewater Associates

Ray Dalio / Bridgewater

Q1 2026
13F disclosed portfolio value
$22.4B-$5.0B / -18.3%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 291
Reduced 487
New position 214
Open manager details

Pershing Square

Bill Ackman

Q1 2026
13F disclosed portfolio value
$13.7B-$1.8B / -11.7%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 1
Reduced 5
New position 1
Open manager details

Scion Asset Management

Michael Burry

Q3 2025
13F disclosed portfolio value
$1.4B+$802.9M / +138.8%
Q3 2025 vs Q2 2025; this is portfolio value change, not net buying.
Increased 1
Reduced 0
New position 7
Open manager details

Tiger Global

Tiger Global

Q1 2026
13F disclosed portfolio value
$22.8B-$6.9B / -23.1%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 8
Reduced 11
New position 7
Open manager details

Palliser Capital

Palliser Capital

Q1 2026
13F disclosed portfolio value
$128.8M-$18.0M / -12.3%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 1
Reduced 2
New position 2
Open manager details

ARK Invest

Cathie Wood

Q1 2026
13F disclosed portfolio value
$12.9B-$2.2B / -14.7%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 86
Reduced 81
New position 14
Open manager details

Coatue Management

Philippe Laffont

Q1 2026
13F disclosed portfolio value
$29.1B-$10.9B / -27.3%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 9
Reduced 21
New position 26
Open manager details

Icahn Capital

Carl Icahn

Q1 2026
13F disclosed portfolio value
$8.6B+$108.5M / +1.3%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 2
Reduced 1
New position 0
Open manager details

Third Point

Daniel Loeb

Q1 2026
13F disclosed portfolio value
$2.1B-$5.2B / -71.4%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 1
Reduced 16
New position 10
Open manager details

Baupost Group

Seth Klarman

Q1 2026
13F disclosed portfolio value
$5.1B-$163.2M / -3.1%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 9
Reduced 4
New position 6
Open manager details

Greenlight Capital

David Einhorn

Q1 2026
13F disclosed portfolio value
$3.2B+$341.4M / +12.0%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 15
Reduced 12
New position 11
Open manager details

Oaktree Capital

Howard Marks

Q1 2026
13F disclosed portfolio value
$6.6B-$470.6M / -6.7%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 38
Reduced 51
New position 35
Open manager details

Hillhouse / HHLR Advisors

Hillhouse / HHLR

Q1 2026
13F disclosed portfolio value
$1.7B-$1.4B / -46.1%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 2
Reduced 6
New position 9
Open manager details

Greenwoods / Jinglin

Jinglin Asset Management

Q1 2026
13F disclosed portfolio value
$3.9B-$166.7M / -4.1%
Q1 2026 vs Q4 2025; this is portfolio value change, not net buying.
Increased 9
Reduced 7
New position 3
Open manager details

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