Who owns what among 138 featured 13F managers
The stock portfolios well-known investors report to the SEC each quarter, and what they bought and sold.
The quarter in 13Fs, from 136 managers
SPCX led the buying in 2026 Q2
19 managers bought SPCX and none sold. Alphabet was the most sold: 36 sold, 22 bought.
Most bought in 2026 Q2
Newest 13Fs 1 today
14 of 138 managers have filed 2026 Q3. Due 16 Nov.
Congress
Each member's largest recent trade
| Member | Ticker | When | Amount |
|---|---|---|---|
| David J. Taylor 4d ago | T Buy | 4d ago | $1K–$15K |
| Kevin Hern 5d ago | ASML Sell | 5d ago | $15K–$50K |
| Pete Sessions 6d ago | AAPL Sell | 6d ago | $250K–$500K |
| Cleo Fields 11d ago | NVDA Buy | 11d ago | $1K–$15K |
| John Boozman 12d ago | CSCO Buy | 12d ago | $1K–$15K |
| Jonathan L. Jackson 19 Oct | DDOG Buy | 19 Oct | $50K–$100K |
| Michael A. Rulli 19 Oct | GOOG Sell | 19 Oct | $50K–$100K |
| Laurel M. Lee 16 Oct | BAC Sell | 16 Oct | $50K–$100K |
| Rick W. Allen 14 Oct | AZO Sell | 14 Oct | $15K–$50K |
| Daniel Meuser 14 Oct | NVDA Sell | 14 Oct | $1K–$15K |
Activity
New and increased since the prior 13F
| Manager | Ticker | When | Δ weight |
|---|---|---|---|
| Lindsell Train | KKR Add | today | +1.51% |
| Richard Pzena, Pzena Investment Management | XOM New | 3d ago | +0.27% |
| Richard Pzena, Pzena Investment Management | GEHC New | 3d ago | +0.24% |
| Thomas Gayner, Markel Group | XOM New | 3d ago | +0.08% |
| Richard Pzena, Pzena Investment Management | ADIG New | 3d ago | +0.04% |
| Thomas Gayner, Markel Group | MBGL New | 3d ago | +0.02% |
| Thomas Gayner, Markel Group | ZBRA New | 3d ago | +0.02% |
| Ryan Packard, Hiddenite Capital Partners | MSFT New | 4d ago | +3.29% |
| Ryan Packard, Hiddenite Capital Partners | CPAY New | 4d ago | +3.04% |
| Himanshu Shah, Shah Capital Management | TROX Add | 9 Oct | −1.18% |
| Altarock Partners | MSFT Add | 17 Aug | +3.79% |
| Altarock Partners | V Add | 17 Aug | +3.12% |
Big bets
Largest stakes in % of book
| Ticker | % of book | Manager |
|---|---|---|
| SPCX | 84.8% | Josh Kushner, Thrive Capital Management |
| CVNA | 78.9% | Clifford Sosin, Cas Investment Partners |
| JOE | 76.4% | Bruce Berkowitz, Fairholme Capital Management |
| SPCX | 61.9% | Dan Sundheim, D1 Capital Partners |
| VEON | 56.8% | Himanshu Shah, Shah Capital Management |
Most owned
By owner count
| Ticker | Company | Owners |
|---|---|---|
| GOOGL | Alphabet | 76 |
| AMZN | Amazon | 64 |
| MSFT | Microsoft | 60 |
| META | Meta Platforms | 55 |
| TSM | Taiwan Semiconductor | 44 |
| V | Visa | 40 |
| BRK.B | Berkshire Hathaway | 36 |
| NVDA | Nvidia | 36 |
| AAPL | Apple | 31 |
| MA | Mastercard | 30 |
| DIS | Disney | 29 |
| UNH | UnitedHealth Group | 27 |
| AVGO | Broadcom | 25 |
| TMO | Thermo Fisher Scientific | 24 |
| COF | Capital One | 23 |
| JPM | JPMorgan Chase | 22 |
| SPGI | S&P Global | 22 |
| AMAT | Applied Materials | 20 |