Latticework
← All lists

New positions opened by super-investors this quarter

Initiation is the strongest 13F signal — it means a manager committed real capital to a thesis they didn't have last quarter. When more than one manager initiates the same name in the same quarter, the signal compounds.

Ranked by initiation count then combined dollar size. Each row links to that stock's super-investor ownership history.

  1. 1SUNBSUNBELT RENTALS HOLDINGS INC
    4 initiations
    $762M
    combined sizelatest 2026-05-13·Thomas RussoAKO CapitalPat DorseyFrancois Rochon
  2. 2GOOGLALPHABET INC-CL A
    3 initiations
    $811M
    combined sizelatest 2026-05-15·Chris HohnStephen MandelDaniel Loeb
  3. 3LINLINDE PLC
    2 initiations
    $550M
    combined sizelatest 2026-05-13·John ArmitageStanley Druckenmiller
  4. 4NVDANVIDIA CORP
    2 initiations
    $473M
    combined sizelatest 2026-05-13·John ArmitageWallace Weitz
  5. 5HUTHUT 8 CORP
    2 initiations
    $326M
    combined sizelatest 2026-05-15·Stephen MandelDaniel Loeb
  6. 6MELIMERCADOLIBRE INC
    2 initiations
    $237M
    combined sizelatest 2026-05-15·Chase ColemanBill Miller
  7. 7SPOTSPOTIFY TECHNOLOGY S A
    2 initiations
    $387M
    combined sizelatest 2026-05-07·William Von MuefflingJeffrey Ubben et al
  8. 8WIXWIX COM LTD
    2 initiations
    $278M
    combined sizelatest 2026-05-15·Henry EllenbogenJeffrey Ubben et al
  9. 9SNDKSANDISK CORP
    2 initiations
    $203M
    combined sizelatest 2026-05-15·David TepperStanley Druckenmiller
  10. 10NOWSERVICENOW INC
    2 initiations
    $170M
    combined sizelatest 2026-05-14·Chuck AkreVulcan Value Partners
  11. 11SPGIS&P GLOBAL INC
    2 initiations
    $146M
    combined sizelatest 2026-05-15·Pat DorseyLi Lu
  12. 12INTCINTEL CORP
    2 initiations
    $90M
    combined sizelatest 2026-05-15·Chase ColemanStanley Druckenmiller
  13. 13AVGOBROADCOM INC
    2 initiations
    $76M
    combined sizelatest 2026-05-15·Stanley DruckenmillerDaniel Loeb
  14. 14BLDRBUILDERS FIRSTSOURCE INC
    2 initiations
    $20M
    combined sizelatest 2026-05-15·Christopher BloomstranBill Miller
  15. 15CPNGCOUPANG INC
    2 initiations
    $18M
    combined sizelatest 2026-05-14·Dennis HongBill Miller
  16. 16ASMLASML HLDG NV
    2 initiations
    $23M
    combined sizelatest 2026-05-15·Daniel LoebWallace Weitz
  17. 17DALDELTA AIR LINES INC
    1 initiation
    $2.6B
    combined sizelatest 2026-05-15·Warren Buffett
  18. 18MSFTMICROSOFT CORP
    1 initiation
    $2.1B
    combined sizelatest 2026-05-15·Bill Ackman
  19. 19TSLATESLA INC
    1 initiation
    $1.3B
    combined sizelatest 2026-05-19·Duan Yongping
  20. 20GOOGALPHABET INC-CL C
    1 initiation
    $1.0B
    combined sizelatest 2026-05-15·Warren Buffett
  21. 21TERTERADYNE INC
    1 initiation
    $555M
    combined sizelatest 2026-05-15·Stephen Mandel
  22. 22GLWCORNING INC
    1 initiation
    $506M
    combined sizelatest 2026-05-15·Stephen Mandel
  23. 23MTZMASTEC INC
    1 initiation
    $493M
    combined sizelatest 2026-05-15·Stephen Mandel
  24. 24USFDUS FOODS HOLDING CORP
    1 initiation
    $350M
    combined sizelatest 2026-05-15·Stephen Mandel
  25. 25PFGCPERFORMANCE FOOD GROUP CO
    1 initiation
    $341M
    combined sizelatest 2026-05-15·Stephen Mandel
  26. 26MCKMCKESSON CORP
    1 initiation
    $339M
    combined sizelatest 2026-05-15·Stephen Mandel
  27. 27ICLRICON PLC
    1 initiation
    $332M
    combined sizelatest 2026-05-15·Glenn Greenberg
  28. 28DVNDEVON ENERGY CORP
    1 initiation
    $328M
    combined sizelatest 2026-05-13·John Armitage
  29. 29CIENCIENA CORP
    1 initiation
    $314M
    combined sizelatest 2026-05-15·Stephen Mandel
  30. 30KKRKKR & CO INC
    1 initiation
    $303M
    combined sizelatest 2026-05-15·Jeffrey Ubben et al
  31. 31WULFTERAWULF INC
    1 initiation
    $287M
    combined sizelatest 2026-05-15·Stephen Mandel
  32. 32CNQCANADIAN NATURAL RESOURCES
    1 initiation
    $277M
    combined sizelatest 2026-05-13·John Armitage
  33. 33AONAON PLC
    1 initiation
    $248M
    combined sizelatest 2026-05-14·Seth Klarman
  34. 34AGXARGAN INC
    1 initiation
    $214M
    combined sizelatest 2026-05-15·Stephen Mandel
  35. 35VVISA INC-CLASS A SHARES
    1 initiation
    $212M
    combined sizelatest 2026-05-14·Seth Klarman
  36. 36MDLNMEDLINE INC-CL A
    1 initiation
    $194M
    combined sizelatest 2026-05-13·John Armitage
  37. 37TFXTELEFLEX INC
    1 initiation
    $191M
    combined sizelatest 2026-05-14·Seth Klarman
  38. 38UNHUNITEDHEALTH GROUP INC
    1 initiation
    $163M
    combined sizelatest 2026-05-19·Duan Yongping
  39. 39CRHCRH PLC
    1 initiation
    $155M
    combined sizelatest 2026-05-15·Henry Ellenbogen
  40. 40CRMSALESFORCE INC
    1 initiation
    $134M
    combined sizelatest 2026-05-14·Chuck Akre
  41. 41WMBWILLIAMS COS INC
    1 initiation
    $129M
    combined sizelatest 2026-05-15·AKO Capital
  42. 42APPAPPLOVIN CORP-CLASS A
    1 initiation
    $126M
    combined sizelatest 2026-05-15·Pat Dorsey
  43. 43ENTGENTEGRIS INC
    1 initiation
    $114M
    combined sizelatest 2026-05-15·Henry Ellenbogen
  44. 44LITELUMENTUM HOLDINGS INC
    1 initiation
    $96M
    combined sizelatest 2026-05-15·Chase Coleman
  45. 45EQPTEQUIPMENTSHARE.COM INC-A
    1 initiation
    $93M
    combined sizelatest 2026-05-15·Chase Coleman
  46. 46MAMASTERCARD INC - A
    1 initiation
    $88M
    combined sizelatest 2026-05-15·Triple Frond Partners
  47. 47ADPAUTOMATIC DATA PROCESSING
    1 initiation
    $85M
    combined sizelatest 2026-05-15·Francois Rochon
  48. 48SYKSTRYKER CORP
    1 initiation
    $82M
    combined sizelatest 2026-05-15·AKO Capital
  49. 49AITAPPLIED INDUSTRIAL TECH INC
    1 initiation
    $79M
    combined sizelatest 2026-05-15·Henry Ellenbogen
  50. 50UBERUBER TECHNOLOGIES INC
    1 initiation
    $78M
    combined sizelatest 2026-05-15·Pat Dorsey
  51. 51AWIARMSTRONG WORLD INDUSTRIES
    1 initiation
    $74M
    combined sizelatest 2026-05-13·John Armitage
  52. 52ADBEADOBE INC
    1 initiation
    $72M
    combined sizelatest 2026-05-14·Samantha McLemore
  53. 53FLSFLOWSERVE CORP
    1 initiation
    $70M
    combined sizelatest 2026-05-15·Henry Ellenbogen
  54. 54NCLHNORWEGIAN CRUISE LINE HLDGS
    1 initiation
    $68M
    combined sizelatest 2026-05-14·Seth Klarman
  55. 55APDAIR PRODUCTS & CHEMICALS INC
    1 initiation
    $68M
    combined sizelatest 2026-05-15·AKO Capital
  56. 56CSLCARLISLE COS INC
    1 initiation
    $67M
    combined sizelatest 2026-05-15·AKO Capital
  57. 57TMETENCENT MUSIC ENTERTAINM-ADR
    1 initiation
    $61M
    combined sizelatest 2026-05-15·Li Lu
  58. 58HRBH&R BLOCK INC
    1 initiation
    $52M
    combined sizelatest 2026-05-15·Li Lu
  59. 59METAMETA PLATFORMS INC-CLASS A
    1 initiation
    $51M
    combined sizelatest 2026-05-15·Daniel Loeb
  60. 60MCOMOODY'S CORP
    1 initiation
    $51M
    combined sizelatest 2026-05-15·Li Lu

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.