FollowTheFilings
Field
Left and right count featured managers who added or cut the name this quarter — not dollars, and not a guess when both books are missing. Up is more current owners. Size is reported long dollars in those books.
AMZN
MSFT
GOOGL
META
GOOG
TSM
NVDA
V
BRK.B
AAPL
DIS
MA
AVGO
UNH
COF
JPM
BAC
BRK.A
SPGI
TMO
JNJ
MCO
CMCSA
WFC
ASML
PEP
AXP
CRM
AMAT
CVNA
DHR
CVX
SCHW
CVS
UBER
ORCL
RTX
ELV
NFLX
TXN
MRK
XOM
TSLA
FISV
CPNG
LIN
UNP
INTC
GE
URI
AON
C
PM
FERG
ADI
COHR
LYV
MU
INTU
PFE
KO
FDX
COP
ACN
APP
EFX
SPOT
NU
PG
MDT
SLB
ICLR
MELI
ADBE
LLY
MCD
GLW
AMD
BA
HD
ABT
CSCO
COST
VZ
ABBV
CI
BK
GEHC
KKR
DASH
NOW
PGR
BKNG
CAT
BN
LRCX
DE
GEV
BABA
MDLN
SHW
GS
VST
BMY
MMC
SNPS
LITE
WMT
LMT
NKE
STZ
APH
HDB
DEO
UPS
JCI
KHC
WTW
PSX
PDD
ZBH
ABNB
BDX
BAX
WAT
NTRA
CME
GM
CSGP
CBRE
VRT
LAD
RKT
CRH
CL
SNOW
PYPL
QCOM
LOW
CB
HCA
CNI
ICE
GSK
TDG
LPLA
MSCI
SE
SHOP
BE
USB
FICO
CLS
MKL
BLK
WY
FWONK
NVO
ISRG
ENTG
MTZ
APO
PNC
BSX
VMC
WCC
VRSK
SBUX
TEVA
JLL
MSI
EQT
LHX
GNRC
EPD
SN
BX
HON
TRV
OXY
DAL
CP
CHTR
TEL
APD
SIRI
AZN
IDXX
CRWV
NSC
CRS
IBKR
DG
ADP
GD
RVMD
TLN
SYK
AVTR
NVS
B
RBLX
SYY
TECH
SATS
CHYM
GPC
NXPI
KMX
OSK
WIX
VSNT
LFUS
LKQ
DGX
ABM
BIIB
TGT
CAH
AMGN
MMM
CLX
EMR
MO
IFF
REGN
FTV
GILD
HUM
IQV
GPN
TSN
TMUS
AJG
ECL
HLN
SNDK
CTVA
SNY
EQIX
RDDT
NEM
AEM
CHRW
MGM
CG
WBD
SOLV
THC
ILMN
CNC
Q
NRG
GDS
KVUE
EBAY
WAB
JHX
FLEX
MDLZ
LBRDA
MICC
MSGS
KLAC
PLTR
CMI
NVST
CIGI
SHEL
ACHC
FROG
DVN
CPRT
BNTX
REZI
AMT
ROL
PANW
BIDU
CROX
PLD
FITB
KSPI
HSIC
BP
BWXT
TFC
EQPT
SEI
EW
FIGR
T
UL
CCK
STUB
NEE
IBM
TKR
GIS
STX
SU
FIS
CTSH
ALLY
LEN
AIG
LYB
TRU
UAL
BAP
NOV
AER
LLYVK
AEP
NOC
STT
SNX
BMRN
ZTS
LUV
VTRS
SSNC
QSR
SGI
APG
DKS
MTN
TAP
CSX
XPO
CDW
PINS
NTR
DB
OMC
PTGX
NCLH
SQ
MPC
CIEN
CORZ
EXE
ROIV
ALAB
FBIN
ATI
TEM
TWLO
JD
CRCL
UHAL.B
FN
FLR
ET
AFRM
HEI
Z
SYF
MHK
RPRX
W
VSEC
SAP
RGLD
MIR
FIG
OTIS
QXO
BLDR
JEF
TME
IONS
LULU
WRBY
DDOG
ODFL
LGN
BAM
STLA
MS
DLR
BAH
ADSK
ITW
CFG
BKD
BF.B
HSY
MTB
LEN.B
NUVB
TJX
No names match this find.
long equity only · options excluded · as-of 31 Mar 2026 · missing managers stay out · 2025 Q4→2026 Q1 from filings