9to5investing

Stocks·Updated Nov 8, 2026

What famous investors bought and sold

Big funds have to tell the SEC what US stocks they own, every quarter, on a form called a 13F. Here's what 18 well-known ones did in their latest filing.

Read this first. A 13F is filed up to 45 days after the quarter ends, so these moves are at least six weeks old and the fund may have sold since. It only shows US stocks owned on the last day of the quarter: no short sales, no cash, nothing overseas. And several of these firms are no longer run by the famous name.

Warren Buffett: Berkshire Hathaway

Q2 26 13F filed Aug 14, 2026 · $299B in 29 US stocks · Filing

New buys

  1. D R HORTON INC$581K

Added to

  1. ALPHABET INC GOOGL$28.2B (+45% shares)
  2. ALPHABET INC GOOGL$9.61B (+658% shares)
  3. DELTA AIR LINES INC$5.37B (+44% shares)
  4. LENNAR CORP$1.19B (+30% shares)
  5. MACYS INC$173M (+142% shares)

Trimmed

  1. BANK OF AMER CORP$27.5B (-6% shares)
  2. CAPITAL ONE FINL CORP$602M (-58% shares)
  3. KROGER CO$2.17B (-22% shares)
  4. NUCOR CORP$414M (-52% shares)
  5. DAVITA INC$6.43B (-4% shares)

Sold out of

  1. CONSTELLATION BRANDS INCwas $94.9M

Bill Ackman: Pershing Square

Q2 26 13F filed Aug 14, 2026 · $19.5B in 14 US stocks · Filing

New buys

  1. VISA INC$1.12B
  2. MASTERCARD INCORPORATED$1.09B
  3. S&P GLOBAL INC$1.06B
  4. NETFLIX INC.$934M
  5. PERSHING SQUARE USA LTD$150M

Added to

  1. UBER TECHNOLOGIES INC UBER$2.48B (+15% shares)
  2. META PLATFORMS INC$1.80B (+20% shares)
  3. RESTAURANT BRANDS INTL INC$1.87B (+14% shares)
  4. MICROSOFT CORP MSFT$2.32B (+10% shares)

Trimmed

  1. AMAZON COM INC AMZN$2.04B (-25% shares)
  2. BROOKFIELD CORP$2.45B (-4% shares)
  3. HERTZ GLOBAL HLDGS INC$34M (-2% shares)

Sold out of

  1. ALPHABET INC GOOGLwas $89.4M
  2. ALPHABET INC GOOGLwas $9.31M

Cathie Wood: ARK Investment Management

Q2 26 13F filed Aug 14, 2026 · $15.4B in 190 US stocks · Filing

New buys

  1. Space Exploration Technologies Corp SPCX$765M
  2. Cerebras Systems Inc$169M
  3. X-Energy Inc$99.4M
  4. Snowflake Inc SNOW$68.6M
  5. Alphabet Inc GOOGL$50.1M

Added to

  1. Alphabet Inc GOOGL$369M (+45% shares)
  2. Eli Lilly & Co$92.7M (+510% shares)
  3. NVIDIA Corp NVDA$276M (+33% shares)
  4. Kratos Defense & Security Solutions Inc.$233M (+34% shares)
  5. Amazon.com Inc AMZN$379M (+17% shares)

Trimmed

  1. Advanced Micro Devices Inc AMD$823M (-48% shares)
  2. Roku Inc$82.3M (-84% shares)
  3. Teradyne Inc$312M (-48% shares)
  4. Twist Bioscience Corp$468M (-28% shares)
  5. CRISPR Therapeutics AG$516M (-16% shares)

Sold out of

  1. Honeywell International Incwas $8.75M
  2. Brera Holdings PLCwas $7.60M
  3. Intercontinental Exchange Incwas $4.59M
  4. Palo Alto Networks Incwas $1.74M
  5. Salesforce Incwas $1.13M

Stanley Druckenmiller: Duquesne Family Office

Q2 26 13F filed Aug 14, 2026 · $4.35B in 86 US stocks · Filing

New buys

  1. Alphabet Inc GOOGL$120M
  2. Fox Corp$115M
  3. Cdw Corp$105M
  4. Bitdeer Technologies Group$64.7M
  5. Delta Air Lines Inc$56.5M

Added to

  1. Amazon Com Inc AMZN$129M (+1,083% shares)
  2. United Airls Hldgs Inc$108M (+203% shares)
  3. Seagate Technology Hldngs Pl$118M (+141% shares)
  4. Taiwan Semiconductor Manufac$282M (+19% shares)
  5. Stmicroelectronics N V$232M (+19% shares)

Trimmed

  1. Roku Inc$25.4M (-75% shares)
  2. Alcoa Corp$9.68M (-88% shares)
  3. Woodward Inc$28.6M (-68% shares)
  4. Teva Pharmaceutical Inds Ltd$21.2M (-74% shares)
  5. Arm Holdings Plc$9.96M (-74% shares)

Sold out of

  1. Broadcom Incwas $60.6M
  2. Option Care Health Incwas $50.3M
  3. Figure Technology Solutiowas $39.1M
  4. Restaurant Brands Intl Incwas $33.6M
  5. Lattice Semiconductor Corpwas $30M

David Tepper: Appaloosa

Q2 26 13F filed Aug 14, 2026 · $7.47B in 25 US stocks · Filing

New buys

  1. BOEING CO$173M
  2. AMERICAN AIRLINES GROUP INC$136M
  3. COREWEAVE INC$107M
  4. BROADCOM INC$56.7M
  5. SPACE EXPLORATION TECHN CORP SPCX$38.4M

Added to

  1. AMAZON COM INC AMZN$1.19B (+16% shares)
  2. TAIWAN SEMICONDUCTOR MANUFAC$788M (+24% shares)
  3. META PLATFORMS INC$380M (+55% shares)
  4. UBER TECHNOLOGIES INC UBER$555M (+22% shares)
  5. BAIDU INC$148M (+87% shares)

Trimmed

  1. MICRON TECHNOLOGY INC$1.13B (-41% shares)
  2. ALIBABA GROUP HLDG LTD BABA$192M (-42% shares)
  3. WHIRLPOOL CORP$28.2M (-63% shares)
  4. ADVANCED MICRO DEVICES INC AMD$115M (-11% shares)

Sold out of

  1. SANDISK CORP SNDKwas $179M
  2. CORNING INCwas $154M
  3. PDD HOLDINGS INCwas $92M
  4. L3HARRIS TECHNOLOGIES INCwas $68.3M
  5. RTX CORPORATIONwas $66M

Seth Klarman: Baupost Group

Q2 26 13F filed Aug 13, 2026 · $5.42B in 23 US stocks · Filing

New buys

  1. CME GROUP INC$137M
  2. AXALTA COATING SYS LTD$43.6M
  3. PERSHING SQUARE INC$12.9M

Added to

  1. GENUINE PARTS CO$332M (+89% shares)
  2. AMAZON COM INC AMZN$892M (+20% shares)
  3. NORWEGIAN CRUISE LINE HLDGS$163M (+113% shares)
  4. ALPHABET INC GOOGL$485M (+16% shares)
  5. GDS HLDGS LTD$113M (+24% shares)

Trimmed

  1. WESCO INTL INC$229M (-54% shares)
  2. UNION PAC CORP$322M (-23% shares)
  3. RESTAURANT BRANDS INTL INC$490M (-16% shares)
  4. EAGLE MATLS INC$119M (-40% shares)
  5. LIBERTY GLOBAL LTD$94M (-36% shares)

Sold out of

  1. WILLIS TOWERS WATSON PLC LTDwas $260M
  2. VAXCYTE INCwas $46.5M

Chase Coleman: Tiger Global Management

Q2 26 13F filed Aug 14, 2026 · $24B in 46 US stocks · Filing

New buys

  1. CEREBRAS SYSTEMS INC$663M
  2. ADVANCED MICRO DEVICES INC AMD$392M
  3. SEAGATE TECHNOLOGY HLDNGS PL$275M
  4. VISA INC$274M
  5. DANAHER CORP DEL$86.9M

Added to

  1. INTEL CORP INTC$594M (+160% shares)
  2. CORPAY INC$716M (+23% shares)
  3. BLOCK INC$348M (+14% shares)
  4. COUPANG INC$633M (+5% shares)
  5. MERCADOLIBRE INC MELI$260M (+13% shares)

Trimmed

  1. ALPHABET INC GOOGL$2.07B (-45% shares)
  2. BROADCOM INC$663M (-51% shares)
  3. TAIWAN SEMICONDUCTOR MANUFAC$2.33B (-12% shares)
  4. LAM RESEARCH CORP$1.37B (-19% shares)
  5. SEA LTD$1.20B (-18% shares)

Sold out of

  1. APPLOVIN CORP APPwas $398M
  2. ZILLOW GROUP INCwas $305M
  3. NETFLIX INC.was $235M
  4. ZSCALER INCwas $222M
  5. PROCORE TECHNOLOGIES INCwas $133M

Philippe Laffont: Coatue Management

Q2 26 13F filed Aug 14, 2026 · $48.6B in 66 US stocks · Filing

New buys

  1. SPACE EXPLORATION TECHN CORP SPCX$3.17B
  2. INTEL CORP INTC$1.69B
  3. CEREBRAS SYSTEMS INC$1.55B
  4. FORGENT POWER SOLUTIONS INC$1.15B
  5. HUT 8 CORP$1.12B

Added to

  1. MICRON TECHNOLOGY INC$3.63B (+1,794% shares)
  2. AMAZON COM INC AMZN$2.82B (+49% shares)
  3. ALPHABET INC GOOGL$1.74B (+13% shares)
  4. EQUINIX INC$1.33B (+17% shares)
  5. CARVANA CO$216M (+382% shares)

Trimmed

  1. APPLIED MATLS INC$3.05B (-20% shares)
  2. ASML HLDG NV$588M (-40% shares)
  3. LAM RESEARCH CORP$4.09B (-6% shares)
  4. SYNOPSYS INC$142M (-58% shares)
  5. TAIWAN SEMICONDUCTOR MANUFAC$4.26B (-4% shares)

Sold out of

  1. VISA INCwas $217M
  2. CHIME FINL INCwas $189M
  3. SOLSTICE ADVANCED MATLS INCwas $126M
  4. C H ROBINSON WORLDWIDE INwas $95.2M
  5. ISHARES BITCOIN TRUST ETFwas $2.58M

Dan Loeb: Third Point

Q2 26 13F filed Aug 14, 2026 · $4.65B in 42 US stocks · Filing

New buys

  1. WARNER BROS DISCOVERY INC$533M
  2. KEYSIGHT TECHNOLOGIES INC$205M
  3. BLOCK INC$194M
  4. FLEX LTD$167M
  5. TTM TECHNOLOGIES INC$94.4M

Added to

  1. ALPHABET INC GOOGL$366M (+486% shares)
  2. NORFOLK SOUTHN CORP$189M (+500% shares)
  3. CAPITAL ONE FINL CORP$166M (+489% shares)
  4. LIVE NATION ENTERTAINMENT IN$208M (+144% shares)
  5. TAIWAN SEMICONDUCTOR MANUFAC$220M (+67% shares)

Trimmed

  1. CARPENTER TECHNOLOGY CORP$133M (-31% shares)
  2. AMAZON COM INC AMZN$417M (-10% shares)
  3. MASTEC INC$121M (-9% shares)
  4. TELEPHONE & DATA SYS INC$232M (-5% shares)

Sold out of

  1. META PLATFORMS INCwas $51.5M
  2. SPDR GOLD TRwas $40.9M
  3. NVIDIA CORPORATION NVDAwas $33.1M
  4. KLA CORPwas $16.2M
  5. LAM RESEARCH CORPwas $16M

David Einhorn: Greenlight Capital (DME Capital Management)

Q2 26 13F filed Aug 14, 2026 · $3.91B in 46 US stocks · Filing

New buys

  1. FORTUNE BRANDS INNOVATIONS I$123M
  2. VERSIGENT PLC$95.7M
  3. PRIMO BRANDS CORPORATION$69M
  4. PAYPAL HLDGS INC$61.5M
  5. WARNER BROS DISCOVERY INC$59.9M

Added to

  1. SOTERA HEALTH CO$73.4M (+100% shares)
  2. CORE NATURAL RESOURCES INC$183M (+23% shares)
  3. DAUCH CORP$67.2M (+96% shares)
  4. ANTERO RESOURCES CORP$55.3M (+95% shares)
  5. VIATRIS INC$44M (+53% shares)

Trimmed

  1. CENTENE CORP DEL$106M (-40% shares)
  2. VERSANT MEDIA GROUP INC$69.2M (-36% shares)
  3. TD SYNNEX CORPORATION$102M (-20% shares)
  4. SPECTRUM BRANDS HOLDINGS INC$48.1M (-14% shares)
  5. SPDR GOLD TR$30.7M (-16% shares)

Sold out of

  1. VICTORIAS SECRET AND COwas $105M
  2. SLM CORPwas $45M
  3. PELOTON INTERACTIVE INCwas $43.4M
  4. WEATHERFORD INTL PLCwas $13.8M
  5. ZIM INTEGRATED SHIPPING SERVwas $9.34M

Li Lu: Himalaya Capital Management

Q2 26 13F filed Aug 14, 2026 · $3.70B in 8 US stocks · Filing

Added to

  1. PDD HOLDINGS INC$821M (+134% shares)
  2. BERKSHIRE HATHAWAY INC DEL$555M (+24% shares)

Sold out of

  1. BK OF AMERICA CORPwas $146M
  2. OCCIDENTAL PETE CORPwas $95.3M
  3. S&P GLOBAL INCwas $51.7M
  4. BLOCK H & R INCwas $51.6M
  5. MOODYS CORPwas $51.4M

Ray Dalio (founder): Bridgewater Associates

Q2 26 13F filed Aug 14, 2026 · $24.4B in 997 US stocks · Filing

New buys

  1. EVERSOURCE ENERGY$86.4M
  2. APPLOVIN CORP APP$75.5M
  3. CONSOLIDATED EDISON INC$69M
  4. NISOURCE INC$67M
  5. SERVICENOW INC NOW$63.1M

Added to

  1. STATE STR SPDR S&P 500 ETF T$3.97B (+22% shares)
  2. ISHARES TR$2.25B (+12% shares)
  3. VANGUARD INDEX FDS VOO$315M (+189% shares)
  4. PG&E CORP$99.8M (+24,079% shares)
  5. SHELL PLC$118M (+389% shares)

Trimmed

  1. MICRON TECHNOLOGY INC$135M (-92% shares)
  2. AMAZON COM INC AMZN$483M (-54% shares)
  3. MARVELL TECHNOLOGY INC$54M (-91% shares)
  4. TAIWAN SEMICONDUCTOR MANUFAC$16.5M (-97% shares)
  5. ADVANCED MICRO DEVICES INC AMD$313M (-58% shares)

Sold out of

  1. CISCO SYS INCwas $63.8M
  2. ASE TECHNOLOGY HLDG CO LTDwas $33.6M
  3. COREWEAVE INCwas $28.2M
  4. PRIMORIS SVCS CORPwas $19.5M
  5. BROOKFIELD CORPwas $19.3M

George Soros: Soros Fund Management

Q2 26 13F filed Aug 14, 2026 · $7.62B in 254 US stocks · Filing

New buys

  1. SUPER MICRO COMPUTER INC$111M
  2. AMERICAN ELEC PWR CO INC$105M
  3. NEBIUS GROUP N.V.$85.6M
  4. APOGEE THERAPEUTICS INC$74.9M
  5. SOUTHERN CO$65.8M

Added to

  1. ENTERGY CORP NEW$105M (+1,084% shares)
  2. DIGITAL RLTY TR INC$96.9M (+840% shares)
  3. S&P GLOBAL INC$41.1M (+510% shares)
  4. ITRON INC$98.5M (+46% shares)
  5. SEMPRA$40.9M (+306% shares)

Trimmed

  1. AMAZON COM INC AMZN$282M (-39% shares)
  2. JD.COM INC$98.5M (-33% shares)
  3. SMURFIT WESTROCK PLC$70M (-40% shares)
  4. INTERACTIVE BROKERS GROUP IN$13.2M (-76% shares)
  5. COREBRIDGE FINL INC$21M (-66% shares)

Sold out of

  1. JAZZ INVESTMENTS I LTDwas $158M
  2. SEALED AIR CORP NEWwas $116M
  3. AMICUS THERAPEUTICwas $83.2M
  4. HONEYWELL INTL INCwas $80.9M
  5. HOLOGIC INCwas $76.6M

Carl Icahn: Icahn Enterprises (Carl Icahn)

Q2 26 13F filed Aug 14, 2026 · $8.26B in 12 US stocks · Filing

Added to

  1. Icahn Enterprises LP$4.46B (+13% shares)
  2. SandRidge Energy, Inc.$69.3M (+2% shares)

Trimmed

  1. American Electric Power Company$59.5M (-64% shares)
  2. JetBlue Airways Corp.$118M (-39% shares)

Brad Gerstner: Altimeter Capital Management

Q2 26 13F filed Aug 14, 2026 · $9.83B in 20 US stocks · Filing

New buys

  1. CEREBRAS SYSTEMS INC$1.60B
  2. QUALCOMM INC$348M
  3. SPACE EXPLORATION TECHN CORP SPCX$304M
  4. MICRON TECHNOLOGY INC$242M
  5. APPLIED MATLS INC$189M

Added to

  1. COREWEAVE INC$605M (+35% shares)
  2. AMAZON COM INC AMZN$578M (+16% shares)
  3. MICROSOFT CORP MSFT$473M (+7% shares)
  4. TAIWAN SEMICONDUCTOR MFG LTD$683M (+5% shares)

Trimmed

  1. META PLATFORMS INC$763M (-31% shares)
  2. UBER TECHNOLOGIES INC UBER$532M (-7% shares)
  3. ARM HOLDINGS PLC$582M (-4% shares)

Sold out of

  1. AXON ENTERPRISE INCwas $63.3M
  2. BROADCOM INCwas $20.8M
  3. GRAB HOLDINGS LIMITEDwas $263K

Stephen Mandel (founder): Lone Pine Capital

Q2 26 13F filed Aug 14, 2026 · $16.4B in 34 US stocks · Filing

New buys

  1. NEBIUS GROUP N.V.$1.18B
  2. SEAGATE TECHNOLOGY HLDNGS PL$965M
  3. HOME DEPOT INC$918M
  4. APPLIED MATLS INC$873M
  5. LINDE PLC$809M

Added to

  1. MEDLINE INC$827M (+78% shares)
  2. PERFORMANCE FOOD GROUP CO$654M (+47% shares)
  3. NU HLDGS LTD$631M (+24% shares)
  4. US FOODS HLDG CORP$503M (+30% shares)
  5. TERAWULF INC$596M (+21% shares)

Trimmed

  1. TAIWAN SEMICONDUCTOR MANUFAC$48.4M (-93% shares)
  2. CARPENTER TECHNOLOGY CORP$594M (-47% shares)
  3. BROOKFIELD CORP$33.8M (-93% shares)
  4. CORNING INC$697M (-27% shares)
  5. MCKESSON CORP$43.7M (-85% shares)

Sold out of

  1. VISTRA CORPwas $930M
  2. TALEN ENERGY CORPwas $580M
  3. CLEAN HARBORS INCwas $503M
  4. TENET HEALTHCARE CORPwas $426M
  5. CAPITAL ONE FINL CORPwas $414M

Terry Smith: Fundsmith

Q2 26 13F filed Aug 14, 2026 · $13.6B in 41 US stocks · Filing

New buys

  1. UBER TECHNOLOGIES INC UBER$645M
  2. MASTERCARD INCORPORATED$639M
  3. TAIWAN SEMICONDUCTOR MANUFAC$548M
  4. NETFLIX INC.$499M
  5. GE VERNOVA INC$481M

Added to

  1. NAPCO SEC TECHNOLOGIES INC$23.1M (+58% shares)
  2. MANHATTAN ASSOCIATES INC$24.1M (+43% shares)
  3. BADGER METER INC$25.9M (+23% shares)
  4. CLOROX CO DEL$25.9M (+6% shares)

Trimmed

  1. ALPHABET INC GOOGL$634M (-40% shares)
  2. PHILIP MORRIS INTL INC$527M (-43% shares)
  3. FORTINET INC FTNT$558M (-41% shares)
  4. VISA INC$693M (-35% shares)
  5. WATERS CORP$853M (-29% shares)

Sold out of

  1. METTLER TOLEDO INTERNATIONALwas $717M
  2. ZOETIS INCwas $458M
  3. OTIS WORLDWIDE CORPwas $211M
  4. CATALYST PHARMACEUTICALS INCwas $20.9M
  5. QUALYS INCwas $19.9M

Chuck Akre (founder): Akre Capital Management

Q2 26 13F filed Aug 14, 2026 · $5.11B in 19 US stocks · Filing

Added to

  1. COSTAR GROUP INC$331M (+13% shares)
  2. SERVICENOW INC NOW$124M (+14% shares)

Trimmed

  1. BROOKFIELD CORP$516M (-29% shares)
  2. VISA INC$381M (-32% shares)
  3. KKR & CO L P DEL$457M (-26% shares)
  4. OREILLY AUTOMOTIVE INC$199M (-44% shares)
  5. MASTERCARD INCORPORATED$1.02B (-13% shares)