Highest Conviction
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| Manager | Fund | AUM | Positions | Latest filed |
|---|---|---|---|---|
| Warren Buffett | Berkshire Hathaway | $263.1B | 90 | May 15, 26 |
| Alphabet | Google / CapitalG / GV | $99.1B | 29 | Aug 7, 26 |
| Bill Nygren | Harris/Oakmark | $75.0B | 224 | May 15, 26 |
| Chris Hohn | TCI Fund | $45.2B | 10 | May 15, 26 |
| Andreas Halvorsen | Viking Global | $35.7B | 77 | May 15, 26 |
| Philippe Laffont | Coatue | $29.1B | 198 | May 15, 26 |
| Sands Capital | Sands Capital Management | $26.9B | 71 | Aug 13, 26 |
| Chase Coleman | Tiger Global | $22.8B | 54 | May 15, 26 |
| Paul Singer | Elliott Management | $20.1B | 33 | May 15, 26 |
| Duan Yongping | H&H International Investment | $20.0B | 19 | May 19, 26 |
| NVIDIA Corp | NVIDIA / NVentures | $18.4B | 7 | May 15, 26 |
| Bill Ackman | Pershing Square | $13.7B | 11 | May 15, 26 |
| Leopold Aschenbrenner | Situational Awareness | $13.7B | 42 | May 18, 26 |
| Tom Gayner | Markel | $13.1B | 205 | Jul 31, 26 |
| Terry Smith | Fundsmith | $12.8B | 34 | May 15, 26 |
| Stephen Mandel Jr. | Lone Pine | $12.5B | 36 | May 15, 26 |
| George Soros | Soros Fund Management | $9.1B | 263 | May 15, 26 |
| Tom Russo | Gardner Russo & Quinn | $8.9B | 66 | Aug 13, 26 |
| Lee Ainslie | Maverick Capital | $8.7B | 241 | May 15, 26 |
| Carl Icahn | Icahn | $8.6B | 18 | May 15, 26 |
| Whale Rock Capital | Whale Rock Capital | $7.7B | 35 | May 15, 26 |
| Howard Marks | Oaktree | $6.6B | 147 | May 20, 26 |
| David Tepper | Appaloosa | $5.9B | 31 | May 15, 26 |
| Brad Gerstner | Altimeter Capital | $5.7B | 13 | May 15, 26 |
| David Abrams | Abrams Capital | $5.5B | 11 | Aug 13, 26 |
| Joseph Edelman | Perceptive Advisors | $5.1B | 94 | May 29, 26 |
| Seth Klarman | Baupost | $5.1B | 22 | May 14, 26 |
| Gavin Baker | Atreides Management | $5.0B | 54 | May 18, 26 |
| Bill Smead | Smead Capital | $4.7B | 32 | Aug 11, 26 |
| Jeffrey Smith | Starboard Value | $4.6B | 26 | May 15, 26 |
| Amazon.com | Amazon Strategic | $4.4B | 6 | Aug 6, 26 |
| AltaRock Partners | AltaRock Partners | $4.1B | 8 | May 15, 26 |
| Glenn Greenberg | Brave Warrior | $4.0B | 36 | May 15, 26 |
| Nelson Peltz | Trian | $3.9B | 9 | May 15, 26 |
| Stanley Druckenmiller | Duquesne Family Office | $3.4B | 70 | May 15, 26 |
| Dev Kantesaria | Valley Forge | $3.4B | 7 | May 15, 26 |
| Li Lu | Himalaya Capital | $3.2B | 14 | May 15, 26 |
| David Einhorn | Greenlight | $3.2B | 92 | May 15, 26 |
| Lee Cooperman | Omega Advisors | $3.0B | 41 | May 15, 26 |
| Brad Slingerlend | NZS Capital | $3.0B | 58 | May 15, 26 |
| Neil Mehta | Greenoaks Capital | $2.3B | 10 | May 15, 26 |
| Daniel Loeb | Third Point | $2.1B | 33 | May 15, 26 |
| Mason Hawkins | Southeastern/Longleaf | $2.0B | 84 | May 15, 26 |
| Prem Watsa | Fairfax Financial | $1.9B | 29 | May 15, 26 |
| Bruce Berkowitz | Fairholme Capital | $1.5B | 10 | May 15, 26 |
| Mar Vista Partners | Mar Vista Investment | $1.0B | 33 | Aug 10, 26 |
| Jonathan Auerbach | Hound Partners | $799M | 35 | May 15, 26 |
| Jeff Skoll | Capricorn Investment | $602M | 7 | May 15, 26 |
| Intel Corp | Intel Capital | $470M | 3 | May 12, 26 |
| Cisco Systems | Cisco Investments | $405M | 6 | Jul 13, 26 |
| Bill Miller | Miller Value Partners | $383M | 55 | May 15, 26 |
| Mohnish Pabrai | Dalal Street | $327M | 4 | Aug 13, 26 |
| Charlie Munger | Daily Journal | $257M | 4 | Jul 16, 26 |
| AMD | AMD Ventures | $174M | 4 | May 12, 26 |
| Scott Miller | Greenhaven Road | $145M | 17 | May 15, 26 |
| Arne Alsin | Nightview Capital | $134M | 14 | Jul 23, 26 |
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| Date | Member | Party | Type | Stock | Amount |
|---|---|---|---|---|---|
| Jul 31 | April McClain Delaney | D | BUY | LTH | $15K–$50K |
| Jul 31 | April McClain Delaney | D | SELL | CPAY | $1K–$15K |
| Jul 31 | April McClain Delaney | D | SELL | STE | $1K–$15K |
| Jul 31 | April McClain Delaney | D | BUY | FWONK | $15K–$50K |
| Jul 31 | April McClain Delaney | D | BUY | CHRW | $15K–$50K |
| Jul 30 | April McClain Delaney | D | BUY | ENTG | $1K–$15K |
| Jul 30 | April McClain Delaney | D | BUY | LTH | $1K–$15K |
| Jul 30 | April McClain Delaney | D | BUY | BWXT | $1K–$15K |
| Jul 30 | April McClain Delaney | D | SELL | SCI | $1K–$15K |
| Jul 30 | April McClain Delaney | D | SELL | CPAY | $1K–$15K |
| Jul 30 | April McClain Delaney | D | BUY | SGI | $15K–$50K |
| Jul 29 | April McClain Delaney | D | SELL | MKL | $1K–$15K |