Shared increases60Shared reductions117Latest quarter Q1 2026Managers 16Generated 06/24/2026, 14:27 UTCNext check 08/16/2026
Q1 2026
SEC EDGAR 13F

Institutional consensus moves this quarter

Start with companies where multiple tracked managers moved in the same direction, then review disagreements, search, and individual-manager activity.

Next automated data check: 08/16/2026.
Snapshot generated 06/24/2026, 14:27 UTC.
Next 13F disclosure window: Q2 2026 around 08/14/2026.
Latest quarter: Q1 2026

Manager disagreement

Some tracked managers increased or opened the company while others reduced or exited it in the same reporting quarter.

131 companies
HEXCEL CORP NEW
Manager disagreement
428291108
2 managers1 increasing1 reducing
Share change
+20,834
Disclosed value change
+$1.7M
Shared increases
Bridgewater Associates
New position
Shares: prior to current
0 21,993
+21,993 · n/a
Portfolio weight: prior to current
0.00% 0.01%
+0.01 pp
Shared reductions
ARK Invest
Exited
Shares: prior to current
1,159 0
-1,159 · -100.00%
Portfolio weight: prior to current
0.00% 0.00%
-0.00 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
VERACYTE INC
Manager disagreement
92337F107
2 managers1 increasing1 reducing
Share change
-770,533
Disclosed value change
-$63.5M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
28,394 91,590
+63,196 · +222.57%
Portfolio weight: prior to current
0.00% 0.01%
+0.01 pp
Shared reductions
ARK Invest
Reduced
Shares: prior to current
3,887,547 3,053,818
-833,729 · -21.45%
Portfolio weight: prior to current
1.09% 0.76%
-0.32 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
CORNING INC
Manager disagreement
219350105
2 managers1 increasing1 reducing
Share change
-12,288
Disclosed value change
-$703.2K
Shared increases
Hillhouse / HHLR Advisors
New position
Shares: prior to current
0 7,700
+7,700 · n/a
Portfolio weight: prior to current
0.00% 0.06%
+0.06 pp
Shared reductions
Bridgewater Associates
Exited
Shares: prior to current
19,988 0
-19,988 · -100.00%
Portfolio weight: prior to current
0.01% 0.00%
-0.01 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
RESIDEO TECHNOLOGIES INC
Manager disagreement
76118Y104
2 managers1 increasing1 reducing
Share change
+1,528,171
Disclosed value change
+$51.4M
Shared increases
Greenlight Capital
New position
Shares: prior to current
0 1,574,950
+1,574,950 · n/a
Portfolio weight: prior to current
0.00% 1.66%
+1.66 pp
Shared reductions
Bridgewater Associates
Exited
Shares: prior to current
46,779 0
-46,779 · -100.00%
Portfolio weight: prior to current
0.01% 0.00%
-0.01 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
ILLUMINA INC
Manager disagreement
452327109
2 managers1 increasing1 reducing
Share change
-398,141
Disclosed value change
-$61.2M
Shared increases
Bridgewater Associates
New position
Shares: prior to current
0 12,751
+12,751 · n/a
Portfolio weight: prior to current
0.00% 0.01%
+0.01 pp
Shared reductions
ARK Invest
Reduced
Shares: prior to current
1,540,351 1,129,459
-410,892 · -26.68%
Portfolio weight: prior to current
1.34% 1.08%
-0.26 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
CROWDSTRIKE HLDGS INC
Manager disagreement
22788C105
2 managers1 increasing1 reducing
Share change
-13,225
Disclosed value change
-$14.8M
Shared increases
Bridgewater Associates
New position
Shares: prior to current
0 4,005
+4,005 · n/a
Portfolio weight: prior to current
0.00% 0.01%
+0.01 pp
Shared reductions
ARK Invest
Reduced
Shares: prior to current
123,096 105,866
-17,230 · -14.00%
Portfolio weight: prior to current
0.38% 0.32%
-0.06 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
EXPAND ENERGY CORPORATION
Manager disagreement
165167735
2 managers1 increasing1 reducing
Share change
+161,188
Disclosed value change
+$14.8M
Shared increases
Oaktree Capital
Increased
Shares: prior to current
5,062,363 5,237,477
+175,114 · +3.46%
Portfolio weight: prior to current
7.95% 8.77%
+0.82 pp
Shared reductions
Bridgewater Associates
Exited
Shares: prior to current
13,926 0
-13,926 · -100.00%
Portfolio weight: prior to current
0.01% 0.00%
-0.01 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
TRIPADVISOR INC
Manager disagreement
896945201
2 managers1 increasing1 reducing
Share change
+1,484,115
Disclosed value change
+$15.5M
Shared increases
Greenlight Capital
New position
Shares: prior to current
0 1,564,696
+1,564,696 · n/a
Portfolio weight: prior to current
0.00% 0.52%
+0.52 pp
Shared reductions
Bridgewater Associates
Exited
Shares: prior to current
80,581 0
-80,581 · -100.00%
Portfolio weight: prior to current
0.00% 0.00%
-0.00 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
MOOG INC
Manager disagreement
615394202
2 managers1 increasing1 reducing
Share change
-167
Disclosed value change
+$937.3K
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
14,409 15,773
+1,364 · +9.47%
Portfolio weight: prior to current
0.01% 0.02%
+0.01 pp
Shared reductions
ARK Invest
Reduced
Shares: prior to current
5,680 4,149
-1,531 · -26.95%
Portfolio weight: prior to current
0.01% 0.01%
+0.00 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
ROBLOX CORP
Manager disagreement
771049103
2 managers1 increasing1 reducing
Share change
+1,053,894
Disclosed value change
-$59.2M
Shared increases
ARK Invest
Increased
Shares: prior to current
4,834,337 5,896,106
+1,061,769 · +21.96%
Portfolio weight: prior to current
2.60% 2.59%
-0.01 pp
Shared reductions
Bridgewater Associates
Reduced
Shares: prior to current
20,691 12,816
-7,875 · -38.06%
Portfolio weight: prior to current
0.01% 0.00%
-0.00 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
SPROUTS FMRS MKT INC
Manager disagreement
85208M102
2 managers1 increasing1 reducing
Share change
+595,784
Disclosed value change
+$44.0M
Shared increases
Coatue Management
Increased
Shares: prior to current
601,886 1,203,773
+601,887 · +100.00%
Portfolio weight: prior to current
0.12% 0.32%
+0.20 pp
Shared reductions
Bridgewater Associates
Reduced
Shares: prior to current
171,074 164,971
-6,103 · -3.57%
Portfolio weight: prior to current
0.05% 0.06%
+0.01 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
PLUG POWER INC
Manager disagreement
72919P202
2 managers1 increasing1 reducing
Share change
+2,167,691
Disclosed value change
+$5.0M
Shared increases
Coatue Management
New position
Shares: prior to current
0 2,545,243
+2,545,243 · n/a
Portfolio weight: prior to current
0.00% 0.02%
+0.02 pp
Shared reductions
Bridgewater Associates
Exited
Shares: prior to current
377,552 0
-377,552 · -100.00%
Portfolio weight: prior to current
0.00% 0.00%
-0.00 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.

SEC source transparency

Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.

SEC source XML
Data source
SEC EDGAR
Source filings
16
Latest reporting quarter
2026Q1

13F signal search

13F signal search

1,940 stocks and 16 managers from a validated 13F signal snapshot.

Stock results

8

Manager results

8

Consensus moves

6

Single-manager activity

Open this secondary section to filter individual additions, increases, reductions, and exits.

1,993

Manager and portfolio analysis

Quick manager comparison

Select two or three managers to compare concentration, change counts, common holdings, and aligned trades.

Data source

SEC EDGAR

SEC EDGAR 13F filings

Managers covered

16

Collection uses fixed CIK values, not fuzzy name matching.

Shared increases

60

At least two managers increased or opened the same company in the quarter.

Shared reductions

117

At least two managers reduced or exited the same company in the quarter.

Manager filing results

Berkshire Hathaway

Warren Buffett

Q1 2026
Companies
28
Top 10
91.11%
Concentration
Concentrated
CIK: 0001067983
Filing date: 05/15/2026
Accession number: 0001193125-26-226661

Himalaya Capital

Li Lu

Q1 2026
Companies
13
Top 10
97.20%
Concentration
Concentrated
CIK: 0001709323
Filing date: 05/15/2026
Accession number: 0002043585-26-000013

Bridgewater Associates

Ray Dalio / Bridgewater

Q1 2026
Companies
992
Top 10
41.15%
Concentration
Diversified
CIK: 0001350694
Filing date: 05/15/2026
Accession number: 0001350694-26-000002

Pershing Square

Bill Ackman

Q1 2026
Companies
10
Top 10
100.00%
Concentration
Concentrated
CIK: 0001336528
Filing date: 05/15/2026
Accession number: 0001172661-26-002336

Scion Asset Management

Michael Burry

Q3 2025
Companies
8
Top 10
100.00%
Concentration
Concentrated
CIK: 0001649339
Filing date: 11/03/2025
Accession number: 0001649339-25-000007

Tiger Global

Tiger Global

Q1 2026
Companies
54
Top 10
69.49%
Concentration
Balanced
CIK: 0001167483
Filing date: 05/15/2026
Accession number: 0000919574-26-003362

Palliser Capital

Palliser Capital

Q1 2026
Companies
5
Top 10
100.00%
Concentration
Concentrated
CIK: 0001881490
Filing date: 05/14/2026
Accession number: 0001881490-26-000004

ARK Invest

Cathie Wood

Q1 2026
Companies
181
Top 10
40.10%
Concentration
Diversified
CIK: 0001697748
Filing date: 05/12/2026
Accession number: 0001104659-26-059240

Coatue Management

Philippe Laffont

Q1 2026
Companies
61
Top 10
64.84%
Concentration
Balanced
CIK: 0001135730
Filing date: 05/15/2026
Accession number: 0000919574-26-003501

Icahn Capital

Carl Icahn

Q1 2026
Companies
12
Top 10
98.60%
Concentration
Concentrated
CIK: 0000921669
Filing date: 05/15/2026
Accession number: 0001539497-26-001469

Third Point

Daniel Loeb

Q1 2026
Companies
33
Top 10
77.79%
Concentration
Balanced
CIK: 0001040273
Filing date: 05/15/2026
Accession number: 0001040273-26-000002

Baupost Group

Seth Klarman

Q1 2026
Companies
22
Top 10
73.94%
Concentration
Balanced
CIK: 0001061768
Filing date: 05/14/2026
Accession number: 0001061768-26-000007

Greenlight Capital

David Einhorn

Q1 2026
Companies
45
Top 10
57.12%
Concentration
Balanced
CIK: 0001489933
Filing date: 05/15/2026
Accession number: 0001172661-26-002341

Oaktree Capital

Howard Marks

Q1 2026
Companies
147
Top 10
46.54%
Concentration
Diversified
CIK: 0000949509
Filing date: 05/20/2026
Accession number: 0000949509-26-000004

Hillhouse / HHLR Advisors

Hillhouse / HHLR

Q1 2026
Companies
38
Top 10
94.17%
Concentration
Concentrated
CIK: 0001762304
Filing date: 05/15/2026
Accession number: 0000919574-26-003551

Greenwoods / Jinglin

Jinglin Asset Management

Q1 2026
Companies
25
Top 10
84.64%
Concentration
Concentrated
CIK: 0001848138
Filing date: 05/08/2026
Accession number: 0001848138-26-000008

Industry and theme changes

Financials

10 managers, 57 companies

-$22.7B
Net weight change -20.25%
Increases 17
Reductions 50

Unclassified

15 managers, 1476 companies

-$21.5B
Net weight change +2.68%
Increases 714
Reductions 969

Energy

7 managers, 49 companies

+$3.5B
Net weight change +5.93%
Increases 18
Reductions 35

Healthcare

10 managers, 52 companies

-$2.2B
Net weight change +2.12%
Increases 23
Reductions 35

Technology

12 managers, 29 companies

-$2.1B
Net weight change +24.59%
Increases 37
Reductions 43

China assets

9 managers, 12 companies

-$1.3B
Net weight change -17.00%
Increases 9
Reductions 8

Consumer

5 managers, 11 companies

+$1.0B
Net weight change +1.93%
Increases 5
Reductions 9
13F Signal Dashboard: New, Increased, Reduced, and Exited Positions