Activity
Biggest buys and sells
What tracked managers changed in Q2 2026 compared with the quarter before. Dollar changes are estimates: change in shares × this quarter's price. ⓘOnly managers that filed both quarters are compared. Price moves alone never count as buying or selling.
This quarter's themes · Q2 2026
- Most bought: META — 26 managers bought or added, 3 of them new positions.
- Most popular new buy: SPCX — opened by 18 managers.
- Biggest single buy: Ron Baron opened a new SPCX position (about $24.91B).
- Most sold: TSM — 32 managers trimmed or sold.
- Sector money flow: most net buying in Communication Services (+$16.23B), most net selling in Energy (-$7.20B).
Generated automatically from the filings. Dollar figures are estimates (change in shares × quarter-end price). ⓘEst. net buying: For each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. Guide
Biggest buys
New positions are highlighted. Conviction = how much of the manager's portfolio the position is now.
Column filters
| Manager | Ticker | Company | Sector | Change | Est. Δ value ↑ ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Position now | Conviction ⓘHow much of the manager's reported portfolio this one position is. A 10% position is a much bigger bet than a 0.1% one. (% of their portfolio) | Other owners ⓘHow many other tracked managers hold this stock. | Who else owns it |
|---|---|---|---|---|---|---|---|---|---|
| Ken Griffin | RQI-R | Cohen & Steers Quality-R | Unclassified | New | +$150 | $150 | 0.0% | 0 | Who owns it → |
| Cathie Wood | IAI | Ishares U.s. Broker-Dealers | ETFs & Funds | New | +$424 | $424 | 0.0% | 4 | Who owns it → |
| Cathie Wood | FCOM | Fidelity MSCI Comm Serv Indx | ETFs & Funds | New | +$482 | $482 | 0.0% | 1 | Who owns it → |
| Cathie Wood | XAR | SS SPDR S&P Aerospace Def | ETFs & Funds | New | +$729 | $729 | 0.0% | 2 | Who owns it → |
| Ken Griffin | LTRYW | Sports Entertainment Gaming Global Corp | Information Technology | New | +$955 | $955 | 0.0% | 0 | Who owns it → |
| Baillie Gifford | HTHT | H World Group Ltd | Consumer Discretionary | New | +$1.04K | $1.04K | 0.0% | 8 | Who owns it → |
| Barrow Hanley | TE | T1 Energy Inc | Information Technology | New | +$1.14K | $1.14K | 0.0% | 8 | Who owns it → |
| Barrow Hanley | SHLS | Shoals Technologies Group, Inc (Class A) | Information Technology | New | +$1.17K | $1.17K | 0.0% | 7 | Who owns it → |
| Barrow Hanley | CMP | Compass Minerals International Inc | Materials | New | +$1.56K | $1.56K | 0.0% | 5 | Who owns it → |
| Barrow Hanley | USAR | USA Rare Earth, Inc | Materials | New | +$1.62K | $1.62K | 0.0% | 7 | Who owns it → |
| Cathie Wood | XHE | SS SPDR S&P HC Equip ETF | ETFs & Funds | New | +$1.80K | $1.80K | 0.0% | 2 | Who owns it → |
| Barrow Hanley | ADTN | Adtran Holdings, Inc | Information Technology | New | +$1.82K | $1.82K | 0.0% | 11 | Who owns it → |
| Barrow Hanley | PTON | Peloton Interactive, Inc (Class A) | Consumer Discretionary | New | +$1.93K | $1.93K | 0.0% | 10 | Who owns it → |
| Barrow Hanley | BAND | Bandwidth Inc (Class A) | Information Technology | New | +$2.15K | $2.15K | 0.0% | 8 | Who owns it → |
| Ken Griffin | SNYRQ | Synergy CHC Corp | Health Care | New | +$2.16K | $2.16K | 0.0% | 0 | Who owns it → |
| Ken Griffin | QLEP.WS | Quantum Leap Acquisition Corp | Financials | New | +$2.19K | $2.19K | 0.0% | 2 | Who owns it → |
| Barrow Hanley | HZO | Marinemax Inc | Consumer Discretionary | New | +$2.27K | $2.27K | 0.0% | 8 | Who owns it → |
| Barrow Hanley | WLY | John Wiley & Sons, Inc (Class A) | Communication Services | New | +$2.47K | $2.47K | 0.0% | 5 | Who owns it → |
| Barrow Hanley | PLUG | Plug Power Inc | Industrials | New | +$2.48K | $2.48K | 0.0% | 8 | Who owns it → |
| Barrow Hanley | NVTS | Navitas Semiconductor Corp | Information Technology | New | +$2.56K | $2.56K | 0.0% | 6 | Who owns it → |
| Barrow Hanley | RHP | Ryman Hospitality Properties, Inc | Real Estate | New | +$2.57K | $2.57K | 0.0% | 5 | Who owns it → |
| Cathie Wood | KCE | SS SPDR S&P Cap Mkts ETF | ETFs & Funds | New | +$2.77K | $2.77K | 0.0% | 3 | Who owns it → |
| Barrow Hanley | TH | Target Hospitality Corp | Consumer Discretionary | New | +$2.89K | $2.89K | 0.0% | 9 | Who owns it → |
| Barrow Hanley | BCO | Brinks Co | Industrials | New | +$2.93K | $2.93K | 0.0% | 14 | Who owns it → |
| Barrow Hanley | CVCO | Cavco Industries, Inc | Materials | New | +$3.07K | $3.07K | 0.0% | 10 | Who owns it → |
Column filters
| Manager | Ticker | Company | Sector | Change | Est. Δ value ↑ ⓘFor each manager, the change in shares × this quarter's price, added up across all managers. A positive number means more shares were bought than sold. Price moves alone never count. | Position now | Conviction ⓘHow much of the manager's reported portfolio this one position is. A 10% position is a much bigger bet than a 0.1% one. (% of their portfolio) | Other owners ⓘHow many other tracked managers hold this stock. | Who else owns it |
|---|---|---|---|---|---|---|---|---|---|
| Ken Griffin | MU | Micron Technology Inc | Information Technology | Reduced | -$4.61B | $693.18M | 0.4% | 26 | Who owns it → |
| David Shaw | MU | Micron Technology Inc | Information Technology | Reduced | -$3.34B | $887.39M | 0.5% | 26 | Who owns it → |
| Israel Englander | — | Western Digital Corp (Note 3.000%) | Unclassified | Reduced | -$2.49B | $979.97M | 0.7% | 2 | Who owns it → |
| Jim Simons | MU | Micron Technology Inc | Information Technology | Reduced | -$2.25B | $244.22M | 0.3% | 26 | Who owns it → |
| Two Sigma | MU | Micron Technology Inc | Information Technology | Reduced | -$2.03B | $617.74M | 0.5% | 26 | Who owns it → |
| Boston Partners | MU | Micron Technology Inc | Information Technology | Reduced | -$1.83B | $1.38B | 1.2% | 26 | Who owns it → |
| Jim Simons | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.81B | $11.32M | 0.0% | 17 | Who owns it → |
| Israel Englander | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.76B | $832.48M | 0.6% | 17 | Who owns it → |
| Chase Coleman | GOOGL | Alphabet Inc (Class A) | Communication Services | Reduced | -$1.72B | $2.07B | 8.7% | 56 | Who owns it → |
| Warren Buffett | BAC | Bank of America Corp | Financials | Reduced | -$1.72B | $27.54B | 9.2% | 32 | Who owns it → |
| Israel Englander | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$1.72B | $100.07M | 0.1% | 12 | Who owns it → |
| Ken Fisher | CNQ | Canadian Natural Resources Ltd | Energy | Reduced | -$1.71B | $65.77M | 0.0% | 12 | Who owns it → |
| Ken Griffin | TSM | Taiwan Semiconductor Manufacturing Co Ltd | Information Technology | Reduced | -$1.68B | $251.17M | 0.1% | 46 | Who owns it → |
| Israel Englander | SPYM | Ste STR SPDR PT S&P 500 ETF | ETFs & Funds | Sold | -$1.65B | $0 | 0.0% | 4 | Who owns it → |
| Ken Griffin | DIA | SPDR Dow Jones Industrial Average ETF Trust | ETFs & Funds | Reduced | -$1.61B | $138.12M | 0.1% | 3 | Who owns it → |
| Ray Dalio | MU | Micron Technology Inc | Information Technology | Reduced | -$1.57B | $134.67M | 0.6% | 26 | Who owns it → |
| Ken Fisher | COP | Conocophillips | Energy | Reduced | -$1.48B | $97.74M | 0.0% | 20 | Who owns it → |
| David Shaw | AVGO | Broadcom Inc | Information Technology | Reduced | -$1.44B | $1.03B | 0.6% | 33 | Who owns it → |
| Steve Cohen | NVDA | Nvidia Corp | Information Technology | Reduced | -$1.43B | $87.60M | 0.1% | 40 | Who owns it → |
| David Shaw | SNDK | Sandisk Corp | Information Technology | Reduced | -$1.39B | $1.28B | 0.8% | 17 | Who owns it → |
| Ken Fisher | ING | ING Groep NV | Financials | Reduced | -$1.38B | $183.71M | 0.1% | 12 | Who owns it → |
| Ken Griffin | NVDA | Nvidia Corp | Information Technology | Reduced | -$1.37B | $2.36B | 1.4% | 40 | Who owns it → |
| Dodge & Cox | LYB | LyondellBasell Industries N.V. (Class A) | Materials | Sold | -$1.36B | $0 | 0.0% | 10 | Who owns it → |
| Chris Davis | CTRA | Coterra Energy Inc | Energy | Sold | -$1.30B | $0 | 0.0% | 0 | Who owns it → |
| Boston Partners | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$1.30B | $514.86M | 0.5% | 12 | Who owns it → |
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Politician trades
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| Politician | Date | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed ↓ | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Rick W. Allen Politician | Oct 9, 2026 | SHW | Sherwin-Williams Company (SHW) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | R.W. Allen & Associates, Inc. > RWA&A - Securities | Nov 11, 2026 | 33 days | PTR ↗ |
| Rick W. Allen Politician | Oct 2, 2026 | — | US Treasury Note 3.5% DUE 1/31/30 (91282CGJ4) [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | SCH1 | Nov 11, 2026 | 40 days | PTR ↗ |
| Rick W. Allen Politician | Oct 2, 2026 | — | US Treasury Note 4% DUE 7/31/29 (91282CLC3) [GS] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | SCH1 | Nov 11, 2026 | 40 days | PTR ↗ |
| Lloyd Doggett Politician | Oct 1, 2026 | KO | Coca-Cola Company (KO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Nov 11, 2026 | 41 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | ARE | Alexandria Real Estate Equities, Inc. Common Stock (ARE) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | LNT | Alliant Energy Corporation (LNT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 14, 2026 | APP | Applovin Corporation - Class A Common Stock (APP) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | APP | Applovin Corporation - Class A Common Stock (APP) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 15, 2026 | ARGX | argenx SE - American Depositary Shares (ARGX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 26 days | PTR ↗ |
| Gil Cisneros Politician | Oct 14, 2026 | ARGX | argenx SE - American Depositary Shares (ARGX) [ST] | Purchase | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 27 days | PTR ↗ |
| Gil Cisneros Politician | Oct 27, 2026 | ARGX | argenx SE - American Depositary Shares (ARGX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 14 days | PTR ↗ |
| Gil Cisneros Politician | Oct 9, 2026 | BNS | Bank Nova Scotia Halifax Pfd 3 Ordinary Shares (BNS) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 32 days | PTR ↗ |
| Gil Cisneros Politician | Oct 13, 2026 | BNPQF | BNP PARIBAS ORD (BNPQF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Nov 10, 2026 | 28 days | PTR ↗ |
| Gil Cisneros Politician | Oct 27, 2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 14 days | PTR ↗ |
| Gil Cisneros Politician | Nov 2, 2026 | BBIO | BridgeBio Pharma, Inc. - Common Stock (BBIO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 8 days | PTR ↗ |
| Gil Cisneros Politician | Oct 19, 2026 | — | California Community Choice Financing Authority Rev Bonds [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | 150 Main Street Trust > Bank of America - municipal securities | Nov 10, 2026 | 22 days | PTR ↗ |
| Gil Cisneros Politician | Oct 23, 2026 | — | California Health Facilities Financing Authority Rev Bonds [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Self | 150 Main Street Trust > Bank of America - municipal securities | Nov 10, 2026 | 18 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | CF | CF Industries Holdings, Inc. Common Stock (CF) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 21, 2026 | CIEN | Ciena Corporation (CIEN) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Nov 10, 2026 | 20 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | CINF | Cincinnati Financial Corporation - Common Stock (CINF) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | CSCO | Cisco Systems, Inc. - Common Stock (CSCO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | CMS | CMS Energy Corporation Common Stock (CMS) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 20, 2026 | CMCSA | Comcast Corporation - Class A Common Stock (CMCSA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 21 days | PTR ↗ |
| Gil Cisneros Politician | Oct 14, 2026 | CTVA | Corteva, Inc. Common Stock (CTVA) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 150 Main Street Trust > Bank of America | Nov 10, 2026 | 27 days | PTR ↗ |