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Quarterly Brief

2026Q1 — what the cohort just did

TL;DR

  1. 01Alphabet is the quarter's definitive consensus trade: Buffett opens a $1B GOOG position AND triples GOOGL to ~$15.6B, while Armitage adds 221% to GOOG, Duan doubles his GOOG stake, Hohn/Loeb/Mandel all initiate GOOGL — value, growth, macro, and quality all pointing the same direction simultaneously.
  2. 02Ackman enters MSFT at $2.1B (15% of portfolio), replacing Hilton entirely; simultaneously Gates Foundation exits its entire $3.7B MSFT position — the torch-pass of the quarter.
  3. 03AMZN is a $2B+ net-add with Tepper nearly doubling (+98%), Klarman adding 47%, Dennis Hong adding 57%, and Rolfe stepping up — one of the broadest active-manager consensus buys in recent memory.
  4. 04SUNB (Sunbelt Rentals) draws five independent new buyers spanning quality-growth (Dorsey, 11.4%), global value (Russo, $394M), concentrated deep value (AKO, $207M), and Greenberg — a freshly-spun equipment-rental pure-play getting serious institutional sponsorship fast.
  5. 05Druckenmiller concentrates into NTRA (now 20.9% of portfolio), while dumping broad ETFs (XLF, RSP) — a sharp rotation from macro hedges into a high-conviction single-name biotech/genomics bet.

Watchlist

  1. 01SUNB — Five independent top-tier managers all initiating in a single quarter on a freshly-public equipment-rental pure-play; the breadth of buyer styles (moat, value, quality) suggests the valuation entry point is genuinely attractive, not just momentum-driven. Run the FCF yield vs. URI.
  2. 02UBER — Tepper's 3.4x add + Dorsey's initiation + Armitage's add creates a multi-style consensus in a name where the autonomous-vehicle threat narrative has suppressed the multiple. The convergence of a macro trader and a moat analyst is worth stress-testing the rideshare TAM model.
  3. 03NTRA (Natera) — Druckenmiller at 20.9% of portfolio after dumping broad ETF hedges is the highest single-name concentration signal from any macro manager in the cohort. If he's replacing diversification with NTRA, his conviction on the genomics/liquid-biopsy reimbursement path deserves serious diligence.
  4. 04FERG (Ferguson) — Klarman adding 27% + Ellenbogen adding 40% + Weitz initiating on an infrastructure-adjacent distributor that most generalists ignore. Plumbing/HVAC distribution is a boring compounder; the consensus upgrade this quarter suggests the self-help / housing-exposure story is not yet priced.
  5. 05MCO — Already a super-consensus hold (Hohn $6.3B, Valley Forge 17%, Armitage doubling); with regulatory scrutiny of credit-rating agency alternatives fading and private-credit issuance surging, Armitage's near-doubling this quarter may mark the inflection in the growth runway thesis.

AI-generated. Not investment advice.

Per-bucket analyst tables(expand ↓)

Super Investor Brief — 2026Q1

New Positions

Ticker Investor Value ($M) % Portfolio Why It Matters
MSFT Bill Ackman $2,093 15.3% Ackman's largest new position in years; replaces Hilton entirely — signals a pivot to AI-infrastructure compounders at scale.
TSLA Duan Yongping $1,267 6.3% The Buffett of China initiating Tesla while simultaneously adding BRK/B is a striking duality — likely a view on AI/autonomy asymmetry.
NVDA John Armitage (Egerton) $467 5.2% Quality growth manager with $9B AUM opening NVDA fresh; combined with a GOOG tripling, Armitage is making an unambiguous AI infrastructure call.
SUNB Pat Dorsey $144 11.4% Dorsey's highest-conviction new name this quarter; his moat-focused lens sees Sunbelt's branch density as a durable competitive position.
SUNB Thomas Russo $394 4.6% Russo's $394M entry is the largest dollar commitment to SUNB this quarter — unusual for a manager known for consumer brands, suggesting strong pricing-power thesis.
ICON PLC Glenn Greenberg $332 8.2% Greenberg's concentrated style means 8%-of-portfolio new buys are rare; CRO sector dislocation post-biotech funding pullback likely the entry catalyst.
KKR Jeffrey Ubben $303 5.3% Ubben's ESG-flavored activism lens finding value in alternative asset management — KKR's private credit ramp fits his "reinvented capitalism" thesis.
AON Seth Klarman $248 4.9% Klarman adding insurance brokerage (AON) alongside new Visa — a deliberate rotation into fee-based financial infrastructure replacing exited FIS.
LINDE John Armitage $530 5.9% Industrial gas is about as anti-cyclical a compounder as exists; Armitage adding alongside NVDA/GOOG suggests deliberate barbell construction.
TER Stephen Mandel $555 4.4% Mandel (Lone Pine) opening Teradyne signals a view on semiconductor test equipment cycle recovery; $555M new position is meaningful conviction.

Conviction Adds

Ticker Investor New Value ($M) % Portfolio Δ% Shares Why It Matters
GOOGL Warren Buffett $15,600 5.9% +204% Buffett tripling a position approaching $16B is seismic — at 88 this is not a passive drift, it's a deliberate AI-era conviction call.
GOOG John Armitage $992 11.0% +221% Tripling a position to top-3 weight while simultaneously exiting MSFT is a direct swap trade — Alphabet over Microsoft as AI winner.
UBER David Tepper $456 7.7% +242% Tepper's 3.4x size increase to $456M is his most aggressive single-name move this quarter; autonomous/rideshare monetization thesis crystallizing.
AMZN David Tepper $900 15.2% +98% Tepper nearly doubles Amazon to his #1 position at 15% — AWS + advertising flywheel at scale in a rate environment he apparently likes.
NTRA Stanley Druckenmiller $613 20.9% +22% Rising to 21% of Druckenmiller's book while he exits XLF and RSP entirely — he's replacing macro hedges with a single genomics conviction.
NVDA Duan Yongping $2,414 12.1% +91% Doubling to $2.4B in NVDA while also opening TSLA — Duan is making the most aggressive AI hardware bet in the cohort this quarter.
GOOG Duan Yongping $1,063 5.3% +100% Doubling GOOG while adding TSLA and BRK/B signals Duan sees AI beneficiaries broadly, not just hardware.
MCO John Armitage $674 7.5% +100% Near-doubling Moody's alongside V adds — Armitage constructing a financial-data/payments super-cluster as his core portfolio spine.
TSM Chase Coleman $1,881 8.2% +49% Tiger Global doubling TSM to $1.9B; as foundry for both NVDA and AAPL, this is the purest semiconductor-cycle expression available.
ALK Christopher Bloomstran $62 7.4% +314% Bloomstran's 4x add in Alaska Air is the most dramatic % portfolio move in this category from a value manager — likely pricing in post-merger synergies.

Exits

Ticker Investor Prev Value ($M) Prev % Port Why It Matters
MSFT Gates Foundation $3,720 10.5% The largest exit in the cohort; Gates selling $3.7B of MSFT the same quarter Ackman buys $2.1B is the defining rotation of 2026Q1.
MSFT John Armitage $846 9.2% Armitage's simultaneous MSFT exit + GOOG tripling is a direct style-consistent swap — he's not leaving software, he's switching horses.
MSFT Daniel Loeb $447 6.1% Third Point exits MSFT entirely; Loeb's special-situations lens may see the risk/reward as exhausted at current AI-premium valuations.
PCG Daniel Loeb $551 7.6% Third Point fully exits its $551M utility position; likely catalysts have played out (wildfire liability resolution completed).
HLT Bill Ackman $870 5.6% Ackman's clean exit of Hilton to fund MSFT entry — logical portfolio surgery given Hilton's multiple and his desire for AI-era exposure.
BSX John Armitage $513 5.6% Egerton exits medtech to fund financial-data/AI names; sector rotation with strong conviction behind it.
COF John Armitage $501 5.5% Exits consumer credit exposure (Capital One) while building Visa/Moody's — a deliberate quality-upgrade within financials.
OXY Prem Watsa $249 11.9% Fairfax fully exits its 12% OXY position — notable given Buffett's continued OXY commitment; Watsa's energy thesis appears complete.
FIS Seth Klarman $299 5.7% Baupost exits FIS (legacy payments infrastructure) while opening Visa and AON — a decisive rotation toward higher-quality financial networks.
FOUR Dennis Hong $72 13.6% ShawSpring exits its #1 position in Shift4 entirely while opening ZS and CPNG — rotating from payments to cybersecurity/e-commerce.

Consensus Buys

Ticker Buyers (n) Styles Represented Aggregate $ Added Notes
AMZN 5 Value (Klarman), Macro (Tepper), Growth (Hong), Quality (Rolfe, Smith) ~$1.6B net new Every style buying simultaneously; existing holders (Ackman, AltaRock, Coleman, Loeb) held or trimmed modestly — net flow strongly positive.
GOOG/GOOGL 8+ Value (Buffett), Quality (Armitage, Hohn), Growth (Coleman, Mandel), Special-sit (Loeb), Value/Clone (Bloomstran, Duan) ~$19B+ (mostly Buffett) Broadest multi-style consensus in the data; the Buffett entry alone is the signal of the year.
SUNB 5 Moat/growth (Dorsey), Global value (Russo), Quality (AKO, Greenberg), Broad (Rochon) ~$764M All new positions; five independent underwriters on a single IPO-adjacent name is a rare cluster.
V 4 Deep value (Klarman new), Activist/ESG (Ubben add), Quality growth (Armitage add), Growth (Mandel add) ~$667M net new Four distinct buyer types adding simultaneously; Hohn's $9.2B existing stake provides a quality anchor.
UBER 3 Macro (Tepper +242%), Quality growth (Armitage +74%), Moat/growth (Dorsey new) ~$868M net new Tepper's tripling is the engine; Dorsey's moat lens initiating validates the network-effect thesis.
NVDA 3 China value (Duan +91%), Quality growth (Armitage new), Traditional value (Weitz new) ~$2.9B net new Duan doubling to $2.4B is the dominant flow; Weitz initiating is out-of-character for a conservative shop — notable.
MA 3 Quality growth (Triple Frond new, 9.1%), Institutional (AKO +55%), Value (Bloomstran new) ~$166M New buyers adding alongside large existing holders (Akre, Russo, Valley Forge); payments network thesis durable.
CPNG 3 Growth (Coleman +32%), Korea-specialist (Hong new, 6.4%), Eclectic (Miller new) ~$670M Coleman + Hong together on Coupang is high signal — Korea e-commerce at a valuation inflection.
TSM 3 Growth (Coleman +49%), Quality (Smith add), Value (Weitz new) ~$1.9B net new Coleman's $1.9B add dominates; multi-style initiation in a semi-cycle upturn.
FERG 3 Deep value (Klarman +27%), Growth (Ellenbogen +40%), Value (Weitz new) ~$846M Infrastructure distributor with defensive characteristics; Klarman + Ellenbogen together is a strong combination.

High-Conviction Overlap

Tickers appearing as top holdings (≥5% portfolio weight) across multiple distinct investors.

Ticker Top Holders Max Single Weight Total Cohort $ Signal
AMZN Ackman (17.4%), AltaRock (38.2%), Loeb (19.4%), Tarasoff (18.9%), Tepper (15.2%), Klarman (12.7%), Dennis Hong (14.5%) 38.2% (AltaRock) ~$9B+ Deepest breadth in the cohort — 7 distinct managers at >5% weight. No other name is close.
GOOG/GOOGL Li Lu (22.8% GOOGL + 22.0% GOOG = ~45%), Lindsell Train (15.6%), Chase Coleman (13.4%), David Abrams (11.6%), John Armitage (11.0% GOOG), Thomas Russo (11.3% GOOG) ~45% (Li Lu combined) ~$25B+ The single most owned name by aggregate $ in the cohort; Buffett's entry this quarter removes the last holdout.
V Chris Hohn (20.4%), Valley Forge (22.0%), John Armitage (13.8%), Jeffrey Ubben (12.3%), Chuck Akre (8.1%) 22.0% (Valley Forge) ~$12B+ Payments network as "safe" conviction — quality investors parking large capital here even as Akre trims.
MA Valley Forge (22.0%), Chuck Akre (18.6%), Thomas Russo (9.1%), AltaRock (6.3%) 22.0% (Valley Forge) ~$2.7B V and MA together represent the "payments duopoly" super-consensus; being in one almost implies the other.
MCO Chris Hohn (13.8%), Valley Forge (17.0%), Armitage (7.5%), AltaRock (9.1%) 17.0% (Valley Forge) ~$7.8B Financial-data infrastructure at the highest levels of conviction; Armitage doubling into existing Hohn/Valley Forge positions is a strong add.
BRK/B Duan Yongping (21.9%), Li Lu (13.4%), Christopher Bloomstran (14.5%), Wallace Weitz (9.3%) 36.7% (Duan, AAPL-adjusted) ~$13B Berkshire as a holding for value managers who trust Buffett's capital allocation — Duan adding while Buffett is buying GOOG is almost meta.
TDG AltaRock (25.5%), Bryan Lawrence (12.4%), Triple Frond (12.8%) 25.5% (AltaRock) ~$1.2B Three concentrated holders all at >12% weight — aerospace aftermarket pricing power story with near-zero holder overlap otherwise.
META Robert Vinall (21.8%), Jeffrey Ubben (9.2%), Chase Coleman (7.7%), Francois Rochon (6.4%) 21.8% (Vinall) ~$2.5B Held but largely steady; not a buy story this quarter but entrenched at high weights across growth-oriented managers.

Long US equity 13F filings only. Per-investor briefs live on each manager's page. Not investment advice.