Funds we follow

Quarterly 13F holdings of notable investment managers, cached from their SEC filings. Each card previews the tickers we track in that fund; open a fund to see the holdings we track linked to their pages, each marked with a ★.

Akre Capital Management, LLC
Akre Capital Management, LLC
Chuck Akre
Q2 2026 20 positions $5.12B
MAVNOWCRMBRK-B
Alpine Fox LP
Alpine Fox LP
Mike Alfred
Q2 2026 24 positions $211.2M
IREN
Altimeter Capital Management, LP
Altimeter Capital Management, LP
Brad Gerstner
Q2 2026 20 positions $9.83B
NVDAMETACRWVAMZNUBERMSFTQCOMSPCX
Appaloosa LP
Appaloosa LP
David Tepper
Q2 2026 27 positions $7.73B
AMZNMUGOOGLUBERMETANVDAAAPLAMD
Atreides Management, LP
Atreides Management, LP
Gavin Baker
Q2 2026 49 positions $14.34B
SPCXMUMETAPANWUNVDAAMZNCRWV
Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust
Bill Gates
Q2 2026 24 positions $34.42B
BRK-BWMTHD
Bridgewater Associates, LP
Bridgewater Associates, LP
Ray Dalio
Q2 2026 997 positions $24.38B
NVDAAVGOAMZNGOOGLAMDMSFTORCLJNJ
Dodge & Cox
Q2 2026 222 positions $191.01B
MSFTGOOGLAMZNUNHMETAOXYVGS
Duquesne Family Office LLC
Duquesne Family Office LLC
Stanley Druckenmiller
Q2 2026 95 positions $5.21B
AMZNGOOGLSNDKTSLAAMDPANWMETAU
Fundsmith LLP
Fundsmith LLP
Terry Smith
Q2 2026 41 positions $13.65B
VUBERMAGOOGLPGMSFTMETANFLX
Greenlight Capital
Greenlight Capital
David Einhorn
Q2 2026 95 positions $3.91B
PYPL
Icahn Capital
Icahn Capital
Carl Icahn
Q2 2026 18 positions $8.26B
Lone Pine Capital LLC
Lone Pine Capital LLC
Stephen Mandel
Q2 2026 34 positions $16.36B
NBISHDCVNAGOOGLV
Oaktree Capital Management, L.P.
Oaktree Capital Management, L.P.
Howard Marks
Q2 2026 145 positions $7.21B
Omega Family Office
Omega Family Office
Leon Cooperman
Q2 2026 39 positions $3.55B
VRTAMZN
Pershing Square Capital Management, L.P.
Pershing Square Capital Management, L.P.
Bill Ackman
Q1 2026 11 positions $13.71B
AMZNUBERMSFTMETAGOOGL
Scion Asset Management, LLC
Scion Asset Management, LLC
Michael Burry
Q3 2025 8 positions $1.38B
PLTRNVDA
Situational Awareness LP
Situational Awareness LP
Leopold Aschenbrenner
Q2 2026 26 positions $20.24B
SNDKMUNBISCRWVIREN
The Baupost Group, L.L.C.
The Baupost Group, L.L.C.
Seth Klarman
Q2 2026 23 positions $5.42B
AMZNGOOGLV
Thiel Macro, LLC
Thiel Macro, LLC
Peter Thiel
Q2 2026 8 positions $418.7M
AMZN
Third Point LLC
Third Point LLC
Daniel Loeb
Q2 2026 43 positions $4.68B
AMZNGOOGLXYZSPCX
Tiger Global Management, LLC
Tiger Global Management, LLC
Chase Coleman
Q2 2026 46 positions $23.98B
AMZNNVDAGOOGLMETAMSFTAVGOINTCAMD
Trian Fund Management, L.P.
Trian Fund Management, L.P.
Nelson Peltz
Q2 2026 9 positions $4.23B
ValueAct Holdings, L.P.
ValueAct Holdings, L.P.
Mason Morfit
Q2 2026 18 positions $5.63B
VAMZNMETACRM
Viking Global Investors LP
Viking Global Investors LP
Andreas Halvorsen
Q2 2026 90 positions $35.08B
VMETAJPMAMZNCVNAMSFTMSHD