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 |
|---|---|---|---|---|---|---|---|---|---|
| Ron Baron | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$24.91B | $24.91B | 37.4% | 18 | Who owns it → |
| Ken Griffin | IVV | Ishares Core S&P 500 ETF | ETFs & Funds | Added | +$10.20B | $13.24B | 7.6% | 9 | Who owns it → |
| David Shaw | SPY | SPDR S&P 500 ETF Trust | ETFs & Funds | Added | +$9.92B | $10.48B | 6.5% | 17 | Who owns it → |
| Baillie Gifford | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$8.78B | $8.78B | 8.0% | 18 | Who owns it → |
| Warren Buffett | GOOGL | Alphabet Inc (Class A) | Communication Services | Added | +$8.77B | $28.16B | 9.4% | 56 | Who owns it → |
| Warren Buffett | GOOG | Alphabet Inc (Class C) | Communication Services | Added | +$8.34B | $9.61B | 3.2% | 42 | Who owns it → |
| Dodge & Cox | BKNG | Booking Holdings Inc | Consumer Discretionary | Added | +$4.37B | $4.55B | 2.4% | 16 | Who owns it → |
| Ken Fisher | GE | General Electric Co | Industrials | Added | +$4.32B | $4.33B | 1.3% | 18 | Who owns it → |
| Ken Fisher | GEV | GE Vernova Inc | Industrials | Added | +$4.18B | $4.18B | 1.2% | 18 | Who owns it → |
| Philippe Laffont | MU | Micron Technology Inc | Information Technology | Added | +$3.44B | $3.63B | 7.5% | 26 | Who owns it → |
| Philippe Laffont | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$3.17B | $3.17B | 6.5% | 18 | Who owns it → |
| Israel Englander | SPY | SPDR S&P 500 ETF Trust | ETFs & Funds | Added | +$3.16B | $3.63B | 2.4% | 17 | Who owns it → |
| Israel Englander | SPCX | Space Exploration Technologies Corp (Class A) | Information Technology | New | +$2.98B | $2.98B | 2.0% | 18 | Who owns it → |
| Ken Fisher | CSCO | Cisco Systems, Inc | Information Technology | Added | +$1.89B | $3.92B | 1.2% | 20 | Who owns it → |
| Ken Fisher | PANW | Palo Alto Networks Inc | Information Technology | Added | +$1.88B | $1.96B | 0.6% | 9 | Who owns it → |
| Dodge & Cox | V | Visa Inc (Class A) | Financials | Added | +$1.86B | $1.86B | 1.0% | 40 | Who owns it → |
| Boston Partners | AMZN | Amazon Com Inc | Consumer Discretionary | Added | +$1.77B | $3.07B | 2.7% | 51 | Who owns it → |
| Philippe Laffont | INTC | Intel Corp | Information Technology | New | +$1.69B | $1.69B | 3.5% | 23 | Who owns it → |
| Warren Buffett | DAL | Delta Air Lines, Inc | Industrials | Added | +$1.64B | $5.37B | 1.8% | 17 | Who owns it → |
| Ken Fisher | UNH | Unitedhealth Group Inc | Health Care | Added | +$1.60B | $3.77B | 1.1% | 33 | Who owns it → |
| Brad Gerstner | CBRS | Cerebras Systems Inc (Class A) | Information Technology | New | +$1.60B | $1.60B | 16.2% | 12 | Who owns it → |
| Ken Fisher | MRK | Merck & Co., Inc | Health Care | Added | +$1.55B | $4.95B | 1.5% | 24 | Who owns it → |
| Philippe Laffont | CBRS | Cerebras Systems Inc (Class A) | Information Technology | New | +$1.55B | $1.55B | 3.2% | 12 | Who owns it → |
| Dodge & Cox | TMO | Thermo Fisher Scientific Inc | Information Technology | Added | +$1.52B | $1.53B | 0.8% | 25 | Who owns it → |
| David Shaw | AMZN | Amazon Com Inc | Consumer Discretionary | Added | +$1.48B | $2.61B | 1.6% | 51 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| Andreas Halvorsen | DIS | Walt Disney Co | Communication Services | Reduced | -$590.98M | $689.00M | 2.0% | 28 | Who owns it → |
| Dodge & Cox | STT | State Street Corp | Financials | Reduced | -$587.93M | $5.65M | 0.0% | 17 | Who owns it → |
| Stephen Mandel | TLN | Talen Energy Corp | Utilities | Sold | -$580.34M | $0 | 0.0% | 13 | Who owns it → |
| Ken Griffin | MAR | Marriott International Inc (Class A) | Consumer Discretionary | Reduced | -$578.20M | $70.76M | 0.0% | 13 | Who owns it → |
| Dodge & Cox | SUI | Sun Communities Inc | Real Estate | Reduced | -$571.40M | $1.14B | 0.6% | 9 | Who owns it → |
| Ray Dalio | AMZN | Amazon Com Inc | Consumer Discretionary | Reduced | -$563.25M | $482.75M | 2.0% | 51 | Who owns it → |
| Israel Englander | GOOGL | Alphabet Inc (Class A) | Communication Services | Reduced | -$560.68M | $33.69M | 0.0% | 56 | Who owns it → |
| Bill Nygren | CHTR | Charter Communications, Inc (Class A) | Communication Services | Reduced | -$553.52M | $13.76M | 0.0% | 11 | Who owns it → |
| Two Sigma | LRCX | Lam Research Corp | Industrials | Reduced | -$553.39M | $97.57M | 0.1% | 27 | Who owns it → |
| Boston Partners | MPC | Marathon Petroleum Corp | Energy | Reduced | -$549.82M | $905.82M | 0.8% | 13 | Who owns it → |
| Dodge & Cox | GSK | GSK plc | Health Care | Reduced | -$548.60M | $2.53B | 1.3% | 15 | Who owns it → |
| Israel Englander | C | Citigroup Inc | Financials | Reduced | -$538.86M | $134.29M | 0.1% | 24 | Who owns it → |
| Stephen Mandel | CRS | Carpenter Technology Corp | Materials | Reduced | -$527.46M | $593.92M | 3.6% | 13 | Who owns it → |
| Ray Dalio | MRVL | Marvell Technology, Inc | Information Technology | Reduced | -$526.60M | $53.97M | 0.2% | 12 | Who owns it → |
| Ken Griffin | GE | General Electric Co | Industrials | Reduced | -$525.68M | $204.20M | 0.1% | 18 | Who owns it → |
| John Armitage | CRS | Carpenter Technology Corp | Materials | Sold | -$524.58M | $0 | 0.0% | 14 | Who owns it → |
| Two Sigma | AAPL | Apple Inc | Information Technology | Reduced | -$511.60M | $1.21B | 0.9% | 34 | Who owns it → |
| Andreas Halvorsen | HCA | HCA Healthcare, Inc | Health Care | Sold | -$508.80M | $0 | 0.0% | 18 | Who owns it → |
| Ken Griffin | CAH | Cardinal Health Inc | Health Care | Reduced | -$507.98M | $46.07M | 0.0% | 15 | Who owns it → |
| Baillie Gifford | META | Meta Platforms, Inc (Class A) | Communication Services | Reduced | -$505.43M | $1.80B | 1.6% | 50 | Who owns it → |
| Bill Nygren | EOG | Eog Resources Inc | Energy | Reduced | -$504.19M | $31.76M | 0.0% | 14 | Who owns it → |
| Stephen Mandel | CLH | Clean Harbors Inc | Utilities | Sold | -$503.20M | $0 | 0.0% | 10 | Who owns it → |
| David Shaw | SOFI | SoFi Technologies, Inc | Financials | Reduced | -$502.56M | $263.42M | 0.2% | 6 | Who owns it → |
| David Shaw | WDC | Western Digital Corp | Information Technology | Reduced | -$502.32M | $1.21B | 0.8% | 12 | Who owns it → |
| Israel Englander | NVT | nVent Electric plc | Industrials | Reduced | -$501.53M | $258.01M | 0.2% | 11 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| David J. Taylor Politician | Oct 15, 2026 | T | AT&T Inc. (T) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | LRCX | Lam Research Corporation - Common Stock (LRCX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | MPC | Marathon Petroleum Corporation Common Stock (MPC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | MPC | Marathon Petroleum Corporation Common Stock (MPC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Schwab Joint Brokerage #1 (Home Grown) | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | PLD | Prologis, Inc. Common Stock (PLD) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | RPM | RPM International Inc. Common Stock (RPM) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | David Taylor Trust > Sardinia Ready Mix 401(k) - Dave | Oct 29, 2026 | 14 days | PTR ↗ |
| David J. Taylor Politician | Oct 15, 2026 | V | Visa Inc. (V) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 29, 2026 | 14 days | PTR ↗ |
| Suzan K. DelBene Politician | Oct 14, 2026 | — | Black Belt Energy Gas Dist Ala Gas 05.00% 12/01/2035 Proj Rev BDS Ser. 2025 F [GS] | Purchase | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | — | Oct 28, 2026 | 14 days | PTR ↗ |
| Suzan K. DelBene Politician | Oct 14, 2026 | — | Tennessee Energy Ac 5% Edr Idr Due 12/01/35 [GS] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Joint | — | Oct 28, 2026 | 14 days | PTR ↗ |
| Kevin Hern Politician | Oct 23, 2026 | ASML | ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Hern Family Foundation | Oct 28, 2026 | 5 days | PTR ↗ |
| Kevin Hern Politician | Oct 23, 2026 | STX | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | Kevin Hern Traditional IRA | Oct 28, 2026 | 5 days | PTR ↗ |
| Kevin Hern Politician | Oct 14, 2026 | TXN | Texas Instruments Incorporated - Common Stock (TXN) [ST] | Sale (partial) | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | Hern Family Foundation | Oct 28, 2026 | 14 days | PTR ↗ |
| Jodey C. Arrington Politician | Jul 10, 2025 | — | Montego [OI] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Joint | — | Oct 27, 2026 | 474 days Late | PTR ↗ |
| Sheri Biggs Politician | Sep 30, 2026 | — | Oaktree Strategic Credit Fund Class S [OT] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Spouse | W.S.B Trust > Rockefeller Cap. Mgmt 3 | Oct 27, 2026 | 27 days | PTR ↗ |
| Max L. Miller Politician | Oct 1, 2026 | — | AIX Ventures Fund II, LP (GLAS Funds, LP) [HN] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 2012 Trust | Oct 27, 2026 | 26 days | PTR ↗ |
| Max L. Miller Politician | Sep 30, 2026 | — | Mercato Partners Traverse IV QP, LP (GLAS Funds, LP) [HN] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | 2012 Trust | Oct 27, 2026 | 27 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | ABT | Abbott Laboratories Common Stock (ABT) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Sale | $100,001 - $250,000 | Est. $175,000 (midpoint of reported range $100,001–$250,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 27, 2026 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | — | Oct 27, 2026 | 0 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Sale | $250,001 - $500,000 | Est. $375,000 (midpoint of reported range $250,001–$500,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |
| Pete Sessions Politician | Oct 15, 2026 | BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | ET Invest | Oct 27, 2026 | 12 days | PTR ↗ |
| Pete Sessions Politician | Oct 14, 2026 | CVX | Chevron Corporation Common Stock (CVX) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Self | ET IRA | Oct 27, 2026 | 13 days | PTR ↗ |
| Pete Sessions Politician | Oct 2, 2026 | CMG | Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Sale | $15,001 - $50,000 | Est. $32,500 (midpoint of reported range $15,001–$50,000) | Spouse | Trust One | Oct 27, 2026 | 25 days | PTR ↗ |