Latticework

New positions super-investors opened in Q1 2026

Q1 2026 13F filings disclosed 145 brand-new positions across 126 stocks, opened by 37of the 77 managers we track. Initiation is the strongest 13F signal — a manager committed fresh capital to a thesis they didn't hold last quarter. When several managers initiate the same name in the same quarter, the signal compounds. Ranked below by initiation count, then combined dollar size.

  1. 1SUNBSunbelt Rentals Holdings Inc
    4 initiations
    $762M
    Thomas RussoAKO CapitalPat DorseyFrancois Rochon
  2. 2GOOGLAlphabet Inc-cl A
    3 initiations
    $811M
    Chris HohnStephen MandelDaniel Loeb
  3. 3LINLinde Plc
    2 initiations
    $550M
    John ArmitageStanley Druckenmiller
  4. 4NVDANvidia Corp
    2 initiations
    $473M
    John ArmitageWallace Weitz
  5. 5HUTHut 8 Corp
    2 initiations
    $326M
    Stephen MandelDaniel Loeb
  6. 6MELIMercadolibre Inc
    2 initiations
    $237M
    Chase ColemanBill Miller
  7. 7SPOTSpotify Technology S A
    2 initiations
    $387M
    William Von MuefflingJeffrey Ubben et al
  8. 8WIXWix Com Ltd
    2 initiations
    $278M
    Henry EllenbogenJeffrey Ubben et al
  9. 9SNDKSandisk Corp
    2 initiations
    $203M
    David TepperStanley Druckenmiller
  10. 10NOWServicenow Inc
    2 initiations
    $170M
    Chuck AkreVulcan Value Partners
  11. 11SPGIS&p Global Inc
    2 initiations
    $146M
    Pat DorseyLi Lu
  12. 12INTCIntel Corp
    2 initiations
    $90M
    Chase ColemanStanley Druckenmiller
  13. 13AVGOBroadcom Inc
    2 initiations
    $76M
    Stanley DruckenmillerDaniel Loeb
  14. 14BLDRBuilders Firstsource Inc
    2 initiations
    $20M
    Christopher BloomstranBill Miller
  15. 15CPNGCoupang Inc
    2 initiations
    $18M
    Dennis HongBill Miller
  16. 16ASMLAsml Hldg NV
    2 initiations
    $23M
    Daniel LoebWallace Weitz
  17. 17DALDelta Air Lines Inc
    1 initiation
    $2.6B
    Warren Buffett
  18. 18MSFTMicrosoft Corp
    1 initiation
    $2.1B
    Bill Ackman
  19. 19TSLATesla Inc
    1 initiation
    $1.3B
    Duan Yongping
  20. 20GOOGAlphabet Inc-cl C
    1 initiation
    $1.0B
    Warren Buffett
  21. 21TERTeradyne Inc
    1 initiation
    $555M
    Stephen Mandel
  22. 22GLWCorning Inc
    1 initiation
    $506M
    Stephen Mandel
  23. 23MTZMastec Inc
    1 initiation
    $493M
    Stephen Mandel
  24. 24USFDUS Foods Holding Corp
    1 initiation
    $350M
    Stephen Mandel
  25. 25PFGCPerformance Food Group CO
    1 initiation
    $341M
    Stephen Mandel
  26. 26MCKMckesson Corp
    1 initiation
    $339M
    Stephen Mandel
  27. 27ICLRIcon Plc
    1 initiation
    $332M
    Glenn Greenberg
  28. 28DVNDevon Energy Corp
    1 initiation
    $328M
    John Armitage
  29. 29CIENCiena Corp
    1 initiation
    $314M
    Stephen Mandel
  30. 30KKRKkr & CO Inc
    1 initiation
    $303M
    Jeffrey Ubben et al
  31. 31WULFTerawulf Inc
    1 initiation
    $287M
    Stephen Mandel
  32. 32CNQCanadian Natural Resources
    1 initiation
    $277M
    John Armitage
  33. 33AONAon Plc
    1 initiation
    $248M
    Seth Klarman
  34. 34AGXArgan Inc
    1 initiation
    $214M
    Stephen Mandel
  35. 35VVisa Inc-class A Shares
    1 initiation
    $212M
    Seth Klarman
  36. 36MDLNMedline Inc-cl A
    1 initiation
    $194M
    John Armitage
  37. 37TFXTeleflex Inc
    1 initiation
    $191M
    Seth Klarman
  38. 38UNHUnitedhealth Group Inc
    1 initiation
    $163M
    Duan Yongping
  39. 39CRHCrh Plc
    1 initiation
    $155M
    Henry Ellenbogen
  40. 40CRMSalesforce Inc
    1 initiation
    $134M
    Chuck Akre
  41. 41WMBWilliams Cos Inc
    1 initiation
    $129M
    AKO Capital
  42. 42APPApplovin Corp-class A
    1 initiation
    $126M
    Pat Dorsey
  43. 43ENTGEntegris Inc
    1 initiation
    $114M
    Henry Ellenbogen
  44. 44LITELumentum Holdings Inc
    1 initiation
    $96M
    Chase Coleman
  45. 45EQPTEquipmentshare.com Inc-a
    1 initiation
    $93M
    Chase Coleman
  46. 46MAMastercard Inc - A
    1 initiation
    $88M
    Triple Frond Partners
  47. 47ADPAutomatic Data Processing
    1 initiation
    $85M
    Francois Rochon
  48. 48SYKStryker Corp
    1 initiation
    $82M
    AKO Capital
  49. 49AITApplied Industrial Tech Inc
    1 initiation
    $79M
    Henry Ellenbogen
  50. 50UBERUber Technologies Inc
    1 initiation
    $78M
    Pat Dorsey
  51. 51AWIArmstrong World Industries
    1 initiation
    $74M
    John Armitage
  52. 52ADBEAdobe Inc
    1 initiation
    $72M
    Samantha McLemore
  53. 53FLSFlowserve Corp
    1 initiation
    $70M
    Henry Ellenbogen
  54. 54NCLHNorwegian Cruise Line Hldgs
    1 initiation
    $68M
    Seth Klarman
  55. 55APDAir Products & Chemicals Inc
    1 initiation
    $68M
    AKO Capital
  56. 56CSLCarlisle Cos Inc
    1 initiation
    $67M
    AKO Capital
  57. 57TMETencent Music Entertainm-adr
    1 initiation
    $61M
    Li Lu
  58. 58HRBH&r Block Inc
    1 initiation
    $52M
    Li Lu
  59. 59METAMeta Platforms Inc-class A
    1 initiation
    $51M
    Daniel Loeb
  60. 60MCOMoody's Corp
    1 initiation
    $51M
    Li Lu

See also: the full Q1 2026 13F summary, highest-conviction stocks, and what the cohort exited.

From SEC EDGAR Form 13F-HR filings. Long US-listed equities only. Not investment advice.