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
GOOGL
MSFT
META
GOOG
TSM
V
NVDA
BRK.B
AAPL
MA
UNH
DIS
AVGO
COF
JPM
BAC
SPGI
BRK.A
AMAT
TMO
AXP
DHR
MCO
UBER
CMCSA
TXN
JNJ
SPCX
WFC
AMD
PEP
ELV
CVNA
INTC
NFLX
ORCL
CVX
SCHW
MU
TSLA
GEV
CPNG
UNP
LIN
MRK
URI
LLY
ADI
ABT
GE
CVS
LRCX
CRM
ASML
PM
FERG
NU
HD
PFE
KO
CBRS
AON
FISV
BK
APP
SPOT
SE
EFX
KKR
PG
DASH
ACN
SNOW
ADBE
QCOM
ABBV
RTX
CI
BN
COP
C
NTRA
MDT
MELI
CME
BABA
APH
BA
WMT
LYV
CSCO
COST
VZ
XOM
KHC
CAT
STX
FDX
SLB
LMT
BMY
MCD
SNPS
NKE
DPC
PYPL
MSI
PGR
UPS
JCI
BKNG
TEL
GEHC
DE
PSX
SHW
VMC
FICO
RDDT
CRH
BSX
VST
LFUS
GS
INTU
BX
DEO
NVS
CB
BDX
ABNB
ZBH
AZN
BAX
MSCI
TDG
ICLR
GSK
MDLN
WAT
CRWV
ADP
USB
IDXX
MMC
GM
GLW
MGM
IBKR
VRT
MKL
WY
CBRE
COHR
Q
VRSK
GPC
BLK
WBD
TECH
MS
TEVA
KSPI
LOW
QNT
DAL
CNI
HCA
WTW
CP
APD
ICE
AJG
SHOP
GPN
LPLA
DG
LAD
SYY
NVO
DVN
RKT
DKS
NSC
MKSI
ISRG
FWONK
FBIN
TWLO
CL
NOW
NXPI
MSGS
MICC
W
GNRC
MDLZ
BLDR
SAP
BIDU
ENTG
SN
VEEV
ZTS
HDB
PNC
AMGN
MMM
CAH
IBM
MO
OXY
SNDK
IFF
SIRI
ROP
REGN
GILD
SU
IQV
CHTR
UAL
BE
TSN
CTSH
EQIX
AER
HLN
AEP
GD
SNX
CSGP
SNY
CRS
SYK
AMRZ
FLEX
MTZ
STM
STT
RIOT
ROIV
SQ
B
TLN
APO
ARW
PRMB
WCC
DLR
PANW
LKQ
STZ
JLL
OSK
SBUX
KLAC
KMX
CROX
EPD
REZI
CPRT
PLD
SHEL
WRBY
BWXT
BIIB
TFC
BP
UL
BF.B
HON
NEE
CLX
EMR
GIS
HUM
FTV
PDD
RVMD
NBIS
ALLY
LEN
TRU
CARR
ECL
AVTR
WDAY
CTVA
LLYVK
MLM
TTMI
CEG
PFGC
SGI
MTN
SOLV
RACE
TOL
NEM
FDS
CNC
ONON
EQH
DB
CG
NCLH
WRK
PTGX
CORZ
ILMN
JHX
FN
DHI
KVUE
FLS
TEM
NTR
SYF
SHAZ
TOST
RRX
HEI
APLD
GDS
FROG
AMG
THC
SITM
TJX
ATI
FFIV
NVST
ET
COMP
RGEN
CMI
JD
BTDR
CHYM
WEN
WAB
COO
BNTX
DGX
CIGI
KEYS
JEF
VSEC
ITUB
ABM
LHX
ROL
QXO
VSNT
WIX
CLF
BLCO
AME
XE
BAH
AUR
BKD
CCJ
ONTO
BAM
VECO
TW
TGT
ITW
FCX
T
LEN.B
AADX
CCK
HSY
MPC
AMT
No names match this find.
long equity only · options excluded · as-of 30 Jun 2026 · missing managers stay out · 2026 Q1→2026 Q2 from filings