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Biggest 13F buys: stocks the most super-investors added

This is the activity-weighted view. We combine new positions (NEW) and additions to existing ones (ADD) and rank by how many cohort managers made the same move on the same name.

Wide agreement on a buy is one of the cleanest signals in 13F-land — independent fundamental analysts converging on a thesis is what makes the cohort worth tracking.

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  1. 1SPGIS&P GLOBAL INC
    4 buys
    4
    this quarter·Christopher BloomstranGlenn GreenbergJohn ArmitageTriple Frond Partners
  2. 2MSFTMICROSOFT CORP
    3 buys
    3
    this quarter·Bill AckmanChristopher BloomstranDennis Hong
  3. 3SPCXSPACE EXPLORATION TECHN-CL A
    3 buys
    3
    this quarter·Chase ColemanDaniel LoebDavid Tepper
  4. 4VEEVVEEVA SYSTEMS INC-CLASS A
    3 buys
    3
    this quarter·Francois RochonTerry SmithVulcan Value Partners
  5. 5DHIDR HORTON INC
    2 buys
    2
    this quarter·Warren BuffettStanley Druckenmiller
  6. 6KSPIJSC KASPI.KZ ADR
    2 buys
    2
    this quarter·Mohnish PabraiPrem Watsa
  7. 7HDHOME DEPOT INC
    2 buys
    2
    this quarter·Bill & Melinda Gates Foundation TrustStephen Mandel
  8. 8METAMETA PLATFORMS INC-CLASS A
    2 buys
    2
    this quarter·Bill MillerClifford Sosin
  9. 9AMDADVANCED MICRO DEVICES
    2 buys
    2
    this quarter·Chase ColemanStanley Druckenmiller
  10. 10VVISA INC-CLASS A SHARES
    2 buys
    2
    this quarter·Chase ColemanGlenn Greenberg
  11. 11DHRDANAHER CORP
    2 buys
    2
    this quarter·Chase ColemanStanley Druckenmiller
  12. 12APLDAPPLIED DIGITAL CORP
    2 buys
    2
    this quarter·Chase ColemanDaniel Loeb
  13. 13CORZCORE SCIENTIFIC INC
    2 buys
    2
    this quarter·Chase ColemanDaniel Loeb
  14. 14TTMITTM TECHNOLOGIES
    2 buys
    2
    this quarter·Daniel LoebStephen Mandel
  15. 15AMATAPPLIED MATERIALS INC
    2 buys
    2
    this quarter·John ArmitageStephen Mandel
  16. 16EFXEQUIFAX INC
    2 buys
    2
    this quarter·John ArmitageVulcan Value Partners
  17. 17RIOTRIOT PLATFORMS INC
    2 buys
    2
    this quarter·John ArmitageStanley Druckenmiller
  18. 18NFLXNETFLIX INC
    2 buys
    2
    this quarter·Terry SmithWallace Weitz
  19. 19CMECME GROUP INC
    1 buy
    1
    this quarter·Seth Klarman
  20. 20AXTAAXALTA COATING SYS LTD
    1 buy
    1
    this quarter·Seth Klarman

Methodology: aggregated from 13F-HR filings (long-only US equity disclosures) and recomputed after every quarterly deadline. 13Fs miss shorts, bonds, derivatives, and non-US-listed securities — they're the public part of the picture, not the whole.

Not investment advice.