Q2 2026 13F filings summary
79 of the 83 super-investors we track have filed their Q2 2026 13F, disclosing a combined $1392.78B in US-listed equities. Across the cohort the quarter produced 131 new positions and 116 full exits. Below: the synthesized takeaways, the most-bought names, the biggest initiations, and the highest-conviction stocks by Cohort Conviction Score.
Q3 2026 filings are next — watch them land as the wave hitsLive tracker →The quarter in five signals
- Buffett doubles down on GOOGL — adds $12.6B to bring the position to $28.2B (9.4% of BRK's portfolio); the largest dollar-move in the dataset and a sharp signal from a famously reluctant tech buyer.
- Mandel wipes his prior book and resets — exits VST, TLN, CLH, THC, COF (~$2.4B out) and simultaneously builds $1.2B in Nebius Group plus new positions in STX, HD, AMAT, LIN; the magnitude of the pivot warrants close attention.
- GOOGL/GOOG is now the single most-held name — Buffett adds hard, Loeb nearly 6×s his GOOGL stake, Druckenmiller initiates; Li Lu, Klarman, Tepper, Russo, Armitage, Bryan Lawrence all hold at high conviction weights. Value + macro + special-situation consensus is unusually strong.
- Mastercard attracts a five-manager buying wave — Terry Smith initiates, AltaRock +46%, Vulcan +31%, AKO adds; the payments franchise is drawing compounders and quality managers alike.
- PDD Holdings: Li Lu +134% to 22% of portfolio while Duan Yongping (who founded the company's spiritual predecessor) also adds 27%; two of the sharpest China hands are loading simultaneously.
From the full Q2 2026 cohort brief.
Most-bought stocks of Q2 2026
- 1SPGIS&p Global Inc4 buys4Christopher BloomstranGlenn GreenbergJohn ArmitageTriple Frond Partners
- 2MSFTMicrosoft Corp3 buys3Bill AckmanChristopher BloomstranDennis Hong
- 3SPCXSpace Exploration Techn-cl A3 buys3Chase ColemanDaniel LoebDavid Tepper
- 4VEEVVeeva Systems Inc-class A3 buys3Francois RochonTerry SmithVulcan Value Partners
- 5DHIDR Horton Inc2 buys2Warren BuffettStanley Druckenmiller
Ranked by how many cohort managers initiated or added. Full list →
Biggest new positions
- 1SPGIS&p Global Inc3 initiations$210MJohn ArmitageTriple Frond PartnersChristopher Bloomstran
- 2MSFTMicrosoft Corp2 initiations$2.1BBill AckmanDennis Hong
- 3HDHome Depot Inc2 initiations$1.3BStephen MandelBill & Melinda Gates Foundation Trust
- 4AMATApplied Materials Inc2 initiations$1.2BStephen MandelJohn Armitage
- 5TTMITtm Technologies2 initiations$607MStephen MandelDaniel Loeb
Highest conviction after the filings
Data from SEC EDGAR Form 13F-HR filings; refreshed daily as new filings land. 13Fs disclose long US-listed equities only — no shorts, bonds, derivatives, or non-US holdings. Not investment advice.