Disagreement Dossier
Where great investors disagree.
Consensus hides the most interesting question. These are the stocks where one skilled manager bought while another sold in the same reported quarter—with the size, timing, SEC evidence, and later price record left visible.
- Current splits
- 35
- Stocks with splits
- 57
- Quarters observed
- 8
Latest reported quarter
Strongest splits · Q2 2026
Rank combines balance between the two sides, number of material decisions, portfolio stakes, and change magnitude. It is not a probability or recommendation.
- 01
TSM
Taiwan Semiconductor-sp Adr6 buying vs 6 selling · Later price evidence favors the buyers so far
100
disagreement
- 02
GOOG
Alphabet Inc-cl C4 buying vs 3 selling · Later price evidence favors the sellers so far
87
disagreement
- 03
META
Meta Platforms Inc-class A9 buying vs 6 selling · Later price evidence favors the buyers so far
87
disagreement
- 04
AMZN
Amazon.com Inc7 buying vs 5 selling · Later price evidence favors the sellers so far
86
disagreement
- 05
MA
Mastercard Inc - A5 buying vs 4 selling · Later price evidence favors the sellers so far
86
disagreement
- 06
UBER
Uber Technologies Inc3 buying vs 5 selling · Later price evidence favors the sellers so far
85
disagreement
- 07
MSFT
Microsoft Corp6 buying vs 10 selling · Later price evidence favors the buyers so far
83
disagreement
- 08
V
Visa Inc-class A Shares4 buying vs 7 selling · Later price evidence favors the sellers so far
82
disagreement
- 09
APP
Applovin Corp-class A2 buying vs 2 selling · Later price evidence favors the sellers so far
81
disagreement
- 10
SPGI
S&p Global Inc5 buying vs 3 selling · Later price evidence favors the sellers so far
81
disagreement
- 11
ORCL
Oracle Corp3 buying vs 3 selling · Later price evidence favors the sellers so far
79
disagreement
- 12
BRK/B
Berkshire Hathaway Inc-cl B3 buying vs 2 selling · Later price evidence remains mixed
78
disagreement
- 13
COF
Capital One Financial Corp3 buying vs 4 selling · Later price evidence favors the sellers so far
76
disagreement
- 14
TMO
Thermo Fisher Scientific Inc3 buying vs 3 selling · Later price evidence favors the buyers so far
75
disagreement
- 15
GOOGL
Alphabet Inc-cl A3 buying vs 9 selling · Later price evidence favors the sellers so far
74
disagreement
- 16
PDD
Pdd Holdings Inc2 buying vs 1 selling · Later price evidence favors the sellers so far
67
disagreement
- 17
INTU
Intuit Inc3 buying vs 2 selling · Later price evidence favors the sellers so far
63
disagreement
- 18
AVGO
Broadcom Inc1 buying vs 5 selling · Later price evidence favors the sellers so far
60
disagreement
- 19
CRM
Salesforce Inc2 buying vs 3 selling · Later price evidence favors the buyers so far
59
disagreement
- 20
DHR
Danaher Corp1 buying vs 1 selling · Later price evidence favors the buyers so far
59
disagreement
- 21
CVS
Cvs Health Corp1 buying vs 1 selling · Later price evidence favors the sellers so far
58
disagreement
- 22
NVDA
Nvidia Corp1 buying vs 4 selling · Later price evidence favors the buyers so far
58
disagreement
- 23
PEP
Pepsico Inc1 buying vs 1 selling · Later price evidence favors the sellers so far
57
disagreement
- 24
BABA
Alibaba Group Holding-sp Adr2 buying vs 1 selling · Later price evidence favors the sellers so far
56
disagreement
- 25
ADBE
Adobe Inc4 buying vs 2 selling · Later price evidence favors the sellers so far
55
disagreement
- 26
MCO
Moody's Corp1 buying vs 3 selling · Later price evidence favors the sellers so far
54
disagreement
- 27
WBD
Warner Bros Discovery Inc2 buying vs 1 selling · Later price evidence favors the buyers so far
53
disagreement
- 28
AAPL
Apple Inc1 buying vs 3 selling · Later price evidence favors the buyers so far
50
disagreement
- 29
TXN
Texas Instruments Inc1 buying vs 5 selling · Later price evidence favors the buyers so far
49
disagreement
- 30
BAC
Bank OF America Corp2 buying vs 1 selling · Later price evidence favors the sellers so far
47
disagreement
- 31
PM
Philip Morris International3 buying vs 1 selling · Later price evidence favors the buyers so far
47
disagreement
- 32
DIS
Walt Disney Co/the1 buying vs 4 selling · Later price evidence favors the sellers so far
46
disagreement
- 33
CMCSA
Comcast Corp-class A3 buying vs 1 selling · Later price evidence favors the sellers so far
44
disagreement
- 34
WFC
Wells Fargo & CO1 buying vs 2 selling · Later price evidence favors the sellers so far
44
disagreement
- 35
AXP
American Express CO2 buying vs 1 selling · Later price evidence favors the sellers so far
43
disagreement
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Choose the stocks you care about. The portfolio lens pulls their disagreements and manager thesis changes into one private, on-device view.
Open my portfolio lens →Form 13F reports can arrive up to 45 days after quarter end and do not disclose the trade date, price, or thesis. Latticework describes reported decisions and subsequent public-market evidence, not intent or investment advice.