Follow-The-Filings

Portfolio changes

Activity

QoQ portfolio changes across featured managers.

40 of ~140 managers filed through 31 Jul 154 shown

Activity

154 shown
New 154 Exit 20 Add 11 Reduce 5 all 190
all time today 7d 14d
≥1 pp all sizes
reset

moves

34 shown

ticker action manager Δ port detail period
15 May 34
BRK.B New George Soros - Soros Fund Management LLC +0.70 pp opened 0.7% 2025Q4→2026Q1
NEE New George Soros - Soros Fund Management LLC +0.66 pp opened 0.7% 2025Q4→2026Q1
CSCO New Glenview Capital Management, LLC +0.66 pp opened 0.7% 2025Q4→2026Q1
QCOM New Philippe Laffont - Coatue Management LLC +0.61 pp opened 0.6% 2025Q4→2026Q1
BKR New Glenview Capital Management, LLC +0.47 pp opened 0.5% 2025Q4→2026Q1
AKAM New Glenview Capital Management, LLC +0.45 pp opened 0.5% 2025Q4→2026Q1
INTC New Glenview Capital Management, LLC +0.44 pp opened 0.4% 2025Q4→2026Q1
SOLS New Philippe Laffont - Coatue Management LLC +0.43 pp opened 0.4% 2025Q4→2026Q1
LITE New Chase Coleman - Tiger Global Management LLC +0.42 pp opened 0.4% 2025Q4→2026Q1
— New Ron Baron - Bamco Inc. /NY/ (Baron Capital) +0.41 pp opened 0.4% 2025Q4→2026Q1
— New Chase Coleman - Tiger Global Management LLC +0.41 pp opened 0.4% 2025Q4→2026Q1
DNTH New Farallon Capital Management LLC +0.40 pp opened 0.4% 2025Q4→2026Q1
GOOG New Warren Buffett - Berkshire Hathaway Inc. +0.39 pp opened 0.4% 2025Q4→2026Q1
INTC New Chase Coleman - Tiger Global Management LLC +0.32 pp opened 0.3% 2025Q4→2026Q1
INTU New Hillman Capital Management, Inc. +0.29 pp opened 0.3% 2025Q4→2026Q1
CLX New Hillman Capital Management, Inc. +0.26 pp opened 0.3% 2025Q4→2026Q1
NOW New Hillman Capital Management, Inc. +0.25 pp opened 0.3% 2025Q4→2026Q1
AZN New Farallon Capital Management LLC +0.25 pp opened 0.3% 2025Q4→2026Q1
MRK New Farallon Capital Management LLC +0.25 pp opened 0.3% 2025Q4→2026Q1
CSGP New Hillman Capital Management, Inc. +0.24 pp opened 0.2% 2025Q4→2026Q1
ACHC New Farallon Capital Management LLC +0.23 pp opened 0.2% 2025Q4→2026Q1
PSA New Ron Baron - Bamco Inc. /NY/ (Baron Capital) +0.22 pp opened 0.2% 2025Q4→2026Q1
JNJ New Farallon Capital Management LLC +0.21 pp opened 0.2% 2025Q4→2026Q1
IRM New Ron Baron - Bamco Inc. /NY/ (Baron Capital) +0.16 pp opened 0.2% 2025Q4→2026Q1
CZR New Ron Baron - Bamco Inc. /NY/ (Baron Capital) +0.13 pp opened 0.1% 2025Q4→2026Q1
— New Ron Baron - Bamco Inc. /NY/ (Baron Capital) +0.12 pp opened 0.1% 2025Q4→2026Q1
GOOG New Christopher Bloomstran - Semper Augustus Investments Group LLC +0.08 pp opened 0.1% 2025Q4→2026Q1
HOOD New Chase Coleman - Tiger Global Management LLC +0.05 pp opened 0.1% 2025Q4→2026Q1
MA New Christopher Bloomstran - Semper Augustus Investments Group LLC +0.04 pp opened 0.0% 2025Q4→2026Q1
NFLX New Christopher Bloomstran - Semper Augustus Investments Group LLC +0.03 pp opened 0.0% 2025Q4→2026Q1
PM New Christopher Bloomstran - Semper Augustus Investments Group LLC +0.03 pp opened 0.0% 2025Q4→2026Q1
AM6 New John Paulson - Paulson & Co. Inc. +0.02 pp opened 0.0% 2025Q4→2026Q1
M New Warren Buffett - Berkshire Hathaway Inc. +0.02 pp opened 0.0% 2025Q4→2026Q1
HSPT New Leon Cooperman - Omega Advisors 0.00 pp opened 0.0% 2025Q4→2026Q1
Showing 121–154 of 154 page 4 of 4

As-filed 13F long equity only (options excluded). Managers · Home.