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
CROCS INC
Manager disagreement
227046109
3 managers2 increasing1 reducing
Share change
+899,840
Disclosed value change
+$72.6M
Shared increases
Himalaya Capital
Increased
Shares: prior to current
628,159 887,093
+258,934 · +41.22%
Portfolio weight: prior to current
1.51% 2.30%
+0.80 pp
Greenlight Capital
New position
Shares: prior to current
0 669,140
+669,140 · n/a
Portfolio weight: prior to current
0.00% 1.74%
+1.74 pp
Shared reductions
Bridgewater Associates
Reduced
Shares: prior to current
211,228 182,994
-28,234 · -13.37%
Portfolio weight: prior to current
0.07% 0.07%
+0.00 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
UNION PAC CORP
Manager disagreement
907818108
3 managers1 increasing2 reducing
Share change
-1,317,918
Disclosed value change
-$280.3M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
54,509 532,850
+478,341 · +877.54%
Portfolio weight: prior to current
0.05% 0.58%
+0.53 pp
Shared reductions
Third Point
Reduced
Shares: prior to current
1,810,000 100,000
-1,710,000 · -94.48%
Portfolio weight: prior to current
5.76% 1.16%
-4.59 pp
Baupost Group
Reduced
Shares: prior to current
1,627,254 1,540,995
-86,259 · -5.30%
Portfolio weight: prior to current
7.13% 7.31%
+0.18 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
MARVELL TECHNOLOGY INC
Manager disagreement
573874104
3 managers2 increasing1 reducing
Share change
-946,288
Disclosed value change
-$50.6M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
987,222 1,948,947
+961,725 · +97.42%
Portfolio weight: prior to current
0.31% 0.86%
+0.56 pp
Hillhouse / HHLR Advisors
New position
Shares: prior to current
0 171,033
+171,033 · n/a
Portfolio weight: prior to current
0.00% 1.01%
+1.01 pp
Shared reductions
Coatue Management
Exited
Shares: prior to current
2,079,046 0
-2,079,046 · -100.00%
Portfolio weight: prior to current
0.44% 0.00%
-0.44 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
PINTEREST INC
Manager disagreement
72352L106
3 managers1 increasing2 reducing
Share change
-3,872,110
Disclosed value change
-$118.2M
Shared increases
Coatue Management
New position
Shares: prior to current
0 1,678,764
+1,678,764 · n/a
Portfolio weight: prior to current
0.00% 0.11%
+0.11 pp
Shared reductions
Bridgewater Associates
Reduced
Shares: prior to current
4,317,906 660,539
-3,657,367 · -84.70%
Portfolio weight: prior to current
0.41% 0.05%
-0.35 pp
ARK Invest
Reduced
Shares: prior to current
1,929,535 36,028
-1,893,507 · -98.13%
Portfolio weight: prior to current
0.33% 0.01%
-0.33 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
ADVANCED MICRO DEVICES INC
Manager disagreement
007903107
3 managers1 increasing2 reducing
Share change
-1,464,728
Disclosed value change
-$356.7M
Shared increases
ARK Invest
Increased
Shares: prior to current
2,574,779 2,712,854
+138,075 · +5.36%
Portfolio weight: prior to current
3.66% 4.29%
+0.63 pp
Shared reductions
Bridgewater Associates
Reduced
Shares: prior to current
1,656,527 1,292,767
-363,760 · -21.96%
Portfolio weight: prior to current
1.29% 1.17%
-0.12 pp
Coatue Management
Exited
Shares: prior to current
1,239,043 0
-1,239,043 · -100.00%
Portfolio weight: prior to current
0.66% 0.00%
-0.66 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
APPLIED MATLS INC
Manager disagreement
038222105
3 managers2 increasing1 reducing
Share change
+107,911
Disclosed value change
+$660.8M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
477,577 559,918
+82,341 · +17.24%
Portfolio weight: prior to current
0.45% 0.85%
+0.41 pp
Tiger Global
Increased
Shares: prior to current
895,200 1,656,900
+761,700 · +85.09%
Portfolio weight: prior to current
0.77% 2.48%
+1.70 pp
Shared reductions
Coatue Management
Reduced
Shares: prior to current
5,984,332 5,248,202
-736,130 · -12.30%
Portfolio weight: prior to current
3.85% 6.17%
+2.33 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
CONSTELLATION ENERGY CORP
Manager disagreement
21037T109
3 managers1 increasing2 reducing
Share change
-1,586,297
Disclosed value change
-$918.6M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
42,937 206,339
+163,402 · +380.56%
Portfolio weight: prior to current
0.06% 0.26%
+0.20 pp
Shared reductions
Coatue Management
Reduced
Shares: prior to current
5,907,174 4,632,475
-1,274,699 · -21.58%
Portfolio weight: prior to current
5.22% 4.45%
-0.77 pp
Third Point
Exited
Shares: prior to current
475,000 0
-475,000 · -100.00%
Portfolio weight: prior to current
2.31% 0.00%
-2.31 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
MASTEC INC
Manager disagreement
576323109
3 managers1 increasing2 reducing
Share change
-669,898
Disclosed value change
-$47.1M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
10,724 40,138
+29,414 · +274.28%
Portfolio weight: prior to current
0.01% 0.06%
+0.05 pp
Shared reductions
Coatue Management
Reduced
Shares: prior to current
677,909 583,597
-94,312 · -13.91%
Portfolio weight: prior to current
0.37% 0.65%
+0.28 pp
Third Point
Reduced
Shares: prior to current
925,000 320,000
-605,000 · -65.41%
Portfolio weight: prior to current
2.76% 4.94%
+2.18 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
TEVA PHARMACEUTICAL INDS LTD
Manager disagreement
881624209
3 managers1 increasing2 reducing
Share change
+189,456
Disclosed value change
+$1.4M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
754,093 1,128,406
+374,313 · +49.64%
Portfolio weight: prior to current
0.09% 0.15%
+0.07 pp
Shared reductions
ARK Invest
Reduced
Shares: prior to current
105,131 68,279
-36,852 · -35.05%
Portfolio weight: prior to current
0.02% 0.02%
-0.01 pp
Greenlight Capital
Reduced
Shares: prior to current
3,058,734 2,910,729
-148,005 · -4.84%
Portfolio weight: prior to current
3.35% 2.75%
-0.60 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
QUALCOMM INC
Manager disagreement
747525103
3 managers2 increasing1 reducing
Share change
+1,140,895
Disclosed value change
+$127.0M
Shared increases
Bridgewater Associates
Increased
Shares: prior to current
220,092 223,843
+3,751 · +1.70%
Portfolio weight: prior to current
0.14% 0.13%
-0.01 pp
Coatue Management
New position
Shares: prior to current
0 1,387,312
+1,387,312 · n/a
Portfolio weight: prior to current
0.00% 0.61%
+0.61 pp
Shared reductions
ARK Invest
Exited
Shares: prior to current
250,168 0
-250,168 · -100.00%
Portfolio weight: prior to current
0.28% 0.00%
-0.28 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
MERCADOLIBRE INC
Manager disagreement
58733R102
3 managers1 increasing2 reducing
Share change
+130,654
Disclosed value change
+$213.6M
Shared increases
Tiger Global
New position
Shares: prior to current
0 135,006
+135,006 · n/a
Portfolio weight: prior to current
0.00% 1.02%
+1.02 pp
Shared reductions
Bridgewater Associates
Reduced
Shares: prior to current
16,786 14,671
-2,115 · -12.60%
Portfolio weight: prior to current
0.12% 0.11%
-0.01 pp
ARK Invest
Reduced
Shares: prior to current
26,225 23,988
-2,237 · -8.53%
Portfolio weight: prior to current
0.35% 0.32%
-0.03 pp
Disclosed value change compares quarter-end market values; it is not the actual amount purchased or sold.
THE TRADE DESK INC
Manager disagreement
88339J105
3 managers1 increasing2 reducing
Share change
-1,698,418
Disclosed value change
-$85.7M
Shared increases
Coatue Management
New position
Shares: prior to current
0 1,387,089
+1,387,089 · n/a
Portfolio weight: prior to current
0.00% 0.11%
+0.11 pp
Shared reductions
Bridgewater Associates
Exited
Shares: prior to current
157,968 0
-157,968 · -100.00%
Portfolio weight: prior to current
0.02% 0.00%
-0.02 pp
ARK Invest
Exited
Shares: prior to current
2,927,539 0
-2,927,539 · -100.00%
Portfolio weight: prior to current
0.74% 0.00%
-0.74 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
APPLE INC
037833100
Managers
4
Combined holding value
$58.1B
Berkshire Hathaway Unchanged
Bridgewater Associates Increased
Greenwoods / Jinglin Increased
AMERICAN EXPRESS CO
025816109
Managers
2
Combined holding value
$45.9B
Berkshire Hathaway Unchanged
Bridgewater Associates Reduced
COCA COLA CO
191216100
Managers
2
Combined holding value
$30.4B
Berkshire Hathaway Unchanged
Bridgewater Associates Reduced
BANK AMERICA CORP
060505104
Managers
3
Combined holding value
$25.2B
Berkshire Hathaway Reduced
Himalaya Capital Reduced
Bridgewater Associates Increased
Alphabet Inc.
GOOG / GOOGL
Managers
10
Combined holding value
$24.9B
Berkshire Hathaway Increased
Tiger Global Unchanged
Coatue Management Reduced
CHEVRON CORPORATION
166764100
Managers
2
Combined holding value
$17.5B
Berkshire Hathaway Reduced
Bridgewater Associates New position
OCCIDENTAL PETE CORP
674599105
Managers
2
Combined holding value
$17.3B
Berkshire Hathaway Unchanged
Himalaya Capital Unchanged
CHUBB LTD SWITZ
H1467J104
Managers
2
Combined holding value
$11.2B
Berkshire Hathaway Unchanged
Bridgewater Associates Reduced

Manager results

8
Berkshire Hathaway
Warren Buffett
Total holding value
$263.1B
Top 10
91.11%
Concentrated
Q1 2026
Himalaya Capital
Li Lu
Total holding value
$3.2B
Top 10
97.20%
Concentrated
Q1 2026
Bridgewater Associates
Ray Dalio / Bridgewater
Total holding value
$22.4B
Top 10
41.15%
Diversified
Q1 2026
Pershing Square
Bill Ackman
Total holding value
$13.7B
Top 10
100.00%
Concentrated
Q1 2026
Scion Asset Management
Michael Burry
Total holding value
$1.4B
Top 10
100.00%
Concentrated
Q3 2025
Tiger Global
Tiger Global
Total holding value
$22.8B
Top 10
69.49%
Balanced
Q1 2026
Palliser Capital
Palliser Capital
Total holding value
$128.8M
Top 10
100.00%
Concentrated
Q1 2026
ARK Invest
Cathie Wood
Total holding value
$12.9B
Top 10
40.10%
Diversified
Q1 2026

Consensus moves

6
Alphabet Inc.
02079K305, 02079K107
Shared increases
Managers
6
Holding market value
+$7.7B
AMAZON COM INC
023135106
Shared increases
Managers
5
Holding market value
-$486.6M
Taiwan Semiconductor Manufacturing Co. Ltd.
874039100
Shared increases
Managers
4
Holding market value
+$1.6B
BROADCOM INC
11135F101
Shared increases
Managers
4
Holding market value
+$131.9M
ASML HLDG NV
N07059210
Shared increases
Managers
3
Holding market value
+$701.0M
INTEL CORP
458140100
Shared increases
Managers
3
Holding market value
+$283.1M

Single-manager activity

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

1,993
All1993New position352Increased478Reduced711Exited452

Manager and portfolio analysis

Quick manager comparison

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

Berkshire Hathaway
Warren Buffett
Total holding value
$263.1B
Companies
28
Top 10 weight
91.11%
Concentration
Concentrated
New position
2
Exited
16
Increased
4
Reduced
6
Himalaya Capital
Li Lu
Total holding value
$3.2B
Companies
13
Top 10 weight
97.20%
Concentration
Concentrated
New position
5
Exited
0
Increased
1
Reduced
1
Bridgewater Associates
Ray Dalio / Bridgewater
Total holding value
$22.4B
Companies
992
Top 10 weight
41.15%
Concentration
Diversified
New position
214
Exited
262
Increased
291
Reduced
487

Common holdings

3
APPLE INC
$58.0B
BANK AMERICA CORP
$25.2B
Alphabet Inc.
$18.7B

Aligned increases

0
No matches

Aligned reductions

0
No matches

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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
Manager detailsSEC source XML

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