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 ★.

31 funds
Akre Capital Management, LLC
Akre Capital Management, LLC
Chuck Akre
2026 Q2 20 positions $5.12B
MAVNOWCRMBRK-B
Alpine Fox LP
Alpine Fox LP
Mike Alfred
2026 Q2 20 positions $211.2M
IRENBMNR
Altimeter Capital Management, LP
Altimeter Capital Management, LP
Brad Gerstner
2026 Q2 20 positions $9.83B
NVDAMETATSMCRWVAMZNUBERSNOWMSFT
Appaloosa LP
Appaloosa LP
David Tepper
2026 Q2 27 positions $7.73B
AMZNMUTSMGOOGLUBERMETAVSTNVDA
Atreides Management, LP
Atreides Management, LP
Gavin Baker
2026 Q2 49 positions $14.34B
SPCXMUCBRSMETAPANWUNVDAAMZN
Baker Bros. Advisors LP
Felix Baker and Julian Baker
2026 Q2 84 positions $19.96B
ABCL
Bill & Melinda Gates Foundation Trust
Bill & Melinda Gates Foundation Trust
Bill Gates
2026 Q2 24 positions $34.42B
BRK-BWMTHD
Bridgewater Associates, LP
Bridgewater Associates, LP
Ray Dalio
2026 Q2 997 positions $24.38B
NVDAAVGOAMZNGOOGLAMDMSFTORCLJNJ
Coatue Management, L.L.C.
Philippe Laffont
2026 Q2 66 positions $48.63B
TSMMUSPCXGEVAMZNAVGOGOOGLINTC
Dodge & Cox
2026 Q2 222 positions $191.01B
SCHWMSFTGOOGLAMZNUNHMETAOXYV
Dragoneer Investment Group, LLC
Marc Stad
2026 Q2 12 positions $2.83B
SPCXAMDAMZNKLARCBRS
Driehaus Capital Management LLC
Richard H. Driehaus
2026 Q2 354 positions $17.26B
TSMBEVISTAFRMGNRCRKLBABCLGOOGL
Duquesne Family Office LLC
Duquesne Family Office LLC
Stanley Druckenmiller
2026 Q2 95 positions $5.21B
TSMAMZNGOOGLSNDKTSLAAMDPANWMETA
Fundsmith LLP
Fundsmith LLP
Terry Smith
2026 Q2 41 positions $13.65B
VUBERMAGOOGLPGMSFTMETATSM
Greenlight Capital
Greenlight Capital
David Einhorn
2026 Q2 46 positions $3.91B
PYPL
Icahn Capital
Icahn Capital
Carl Icahn
2026 Q2 12 positions $8.26B
Lone Pine Capital LLC
Lone Pine Capital LLC
Stephen Mandel
2026 Q2 34 positions $16.36B
NBISHDGLWCVNAGOOGLVTSM
Oaktree Capital Management, L.P.
Oaktree Capital Management, L.P.
Howard Marks
2026 Q2 145 positions $7.21B
Omega Family Office
Omega Family Office
Leon Cooperman
2026 Q2 39 positions $3.55B
VRTAMZN
Pershing Square Capital Management, L.P.
Pershing Square Capital Management, L.P.
Bill Ackman
2026 Q1 11 positions $13.71B
AMZNUBERMSFTMETAGOOGL
Scion Asset Management, LLC
Scion Asset Management, LLC
Michael Burry
2025 Q3 8 positions $1.38B
PLTRNVDA
Situational Awareness LP
Situational Awareness LP
Leopold Aschenbrenner
2026 Q2 26 positions $20.24B
SNDKMUBETSMNBISCRWVIRENCBRS
TCI Fund Management Ltd
Chris Hohn
2026 Q2 11 positions $52.77B
GEVGOOGL
The Baupost Group, L.L.C.
The Baupost Group, L.L.C.
Seth Klarman
2026 Q2 23 positions $5.42B
AMZNGOOGLV
Thiel Macro, LLC
Thiel Macro, LLC
Peter Thiel
2026 Q2 8 positions $418.7M
AMZNVISTVST
Third Point LLC
Third Point LLC
Daniel Loeb
2026 Q2 43 positions $4.68B
AMZNGOOGLTSMXYZSPCX
Tiger Global Management, LLC
Tiger Global Management, LLC
Chase Coleman
2026 Q2 46 positions $23.98B
TSMAMZNNVDAGOOGLMETAGEVMSFTCBRS
Trian Fund Management, L.P.
Trian Fund Management, L.P.
Nelson Peltz
2026 Q2 8 positions $4.23B
GE
ValueAct Holdings, L.P.
ValueAct Holdings, L.P.
Mason Morfit
2026 Q2 18 positions $5.63B
VAMZNMETACRMMDB
Viking Global Investors LP
Viking Global Investors LP
Andreas Halvorsen
2026 Q2 90 positions $35.08B
VTSMMETASCHWJPMAMZNCVNAMSFT
Whale Rock Capital Management LLC
Alex Sacerdote
2026 Q2 35 positions $12.46B
SNDKAMDGOOGLAMZNGLWBETSMCVNA