Latticework

New positions super-investors opened in Q2 2026

Q2 2026 13F filings disclosed 118 brand-new positions across 105 stocks, opened by 34 of the 83managers 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.

Share𝕏in
  1. 1SPGIS&p Global Inc
    3 initiations
    $210M
    John ArmitageTriple Frond PartnersChristopher Bloomstran
  2. 2MSFTMicrosoft Corp
    2 initiations
    $2.1B
    Bill AckmanDennis Hong
  3. 3HDHome Depot Inc
    2 initiations
    $1.3B
    Stephen MandelBill & Melinda Gates Foundation Trust
  4. 4AMATApplied Materials Inc
    2 initiations
    $1.2B
    Stephen MandelJohn Armitage
  5. 5TTMITtm Technologies
    2 initiations
    $607M
    Stephen MandelDaniel Loeb
  6. 6AMDAdvanced Micro Devices
    2 initiations
    $434M
    Chase ColemanStanley Druckenmiller
  7. 7EFXEquifax Inc
    2 initiations
    $249M
    John ArmitageVulcan Value Partners
  8. 8NFLXNetflix Inc
    2 initiations
    $167M
    Terry SmithWallace Weitz
  9. 9METAMeta Platforms Inc-class A
    2 initiations
    $80M
    Clifford SosinBill Miller
  10. 10RIOTRiot Platforms Inc
    2 initiations
    $93M
    John ArmitageStanley Druckenmiller
  11. 11VEEVVeeva Systems Inc-class A
    2 initiations
    $63M
    Terry SmithFrancois Rochon
  12. 12SPCXSpace Exploration Techn-cl A
    2 initiations
    $69M
    David TepperDaniel Loeb
  13. 13BDXBecton Dickinson And CO
    1 initiation
    $860M
    Greenhaven Associates
  14. 14LINLinde Plc
    1 initiation
    $809M
    Stephen Mandel
  15. 15MLMMartin Marietta Materials
    1 initiation
    $758M
    Chris Hohn
  16. 16VMCVulcan Materials CO
    1 initiation
    $722M
    Chris Hohn
  17. 17CBRSCerebras Systems Inc - A
    1 initiation
    $663M
    Chase Coleman
  18. 18WBDWarner Bros Discovery Inc
    1 initiation
    $533M
    Daniel Loeb
  19. 19STRLSterling Infrastructure Inc
    1 initiation
    $512M
    Stephen Mandel
  20. 20EGOEldorado Gold Corp
    1 initiation
    $427M
    Prem Watsa
  21. 21ACNAccenture Plc (acn)
    1 initiation
    $421M
    Greenhaven Associates
  22. 22MAIRMadison Air Solutions Corp-a
    1 initiation
    $398M
    Henry Ellenbogen
  23. 23TWLOTwilio Inc - A
    1 initiation
    $381M
    Henry Ellenbogen
  24. 24AJGArthur J Gallagher & CO
    1 initiation
    $295M
    Glenn Greenberg
  25. 25VVisa Inc-class A Shares
    1 initiation
    $274M
    Chase Coleman
  26. 26UBERUber Technologies Inc
    1 initiation
    $213M
    Terry Smith
  27. 27KEYSKeysight Technologies IN
    1 initiation
    $205M
    Daniel Loeb
  28. 28MAMastercard Inc - A
    1 initiation
    $202M
    Terry Smith
  29. 29XYZBlock Inc
    1 initiation
    $194M
    Daniel Loeb
  30. 30FDXFFedex Freight Holding CO
    1 initiation
    $180M
    Bill & Melinda Gates Foundation Trust
  31. 31BABoeing Co/the
    1 initiation
    $173M
    David Tepper
  32. 32GEVGE Vernova Inc
    1 initiation
    $151M
    Terry Smith
  33. 33IQVIqvia Holdings Inc
    1 initiation
    $148M
    Greenhaven Associates
  34. 34CMECme Group Inc
    1 initiation
    $137M
    Seth Klarman
  35. 35AALAmerican Airlines Group Inc
    1 initiation
    $136M
    David Tepper
  36. 36APPApplovin Corp-class A
    1 initiation
    $121M
    Terry Smith
  37. 37GOOGLAlphabet Inc-cl A
    1 initiation
    $120M
    Stanley Druckenmiller
  38. 38FOXAFox Corp - Class A
    1 initiation
    $115M
    Stanley Druckenmiller
  39. 39NXTNextpower Inc-cl A
    1 initiation
    $108M
    Terry Smith
  40. 40CRWVCoreweave Inc-cl A
    1 initiation
    $107M
    David Tepper
  41. 41CDWCdw Corp/de
    1 initiation
    $105M
    Stanley Druckenmiller
  42. 42SHAZSharonai Holdings Inc
    1 initiation
    $102M
    Stephen Mandel
  43. 43DHRDanaher Corp
    1 initiation
    $87M
    Chase Coleman
  44. 44VSTVistra Corp
    1 initiation
    $77M
    John Armitage
  45. 45ABTAbbott Laboratories
    1 initiation
    $76M
    Mason Hawkins
  46. 46PFGCPerformance Food Group CO
    1 initiation
    $75M
    Daniel Loeb
  47. 47GPNGlobal Payments Inc
    1 initiation
    $68M
    Samantha McLemore
  48. 48KGSKodiak Gas Services Inc
    1 initiation
    $63M
    Stephen Mandel
  49. 49KKRKkr & CO Inc
    1 initiation
    $61M
    Lindsell Train
  50. 50AVGOBroadcom Inc
    1 initiation
    $57M
    David Tepper
  51. 51DALDelta Air Lines Inc
    1 initiation
    $56M
    Stanley Druckenmiller
  52. 52DASHDoordash Inc - A
    1 initiation
    $55M
    Triple Frond Partners
  53. 53FLRFluor Corp
    1 initiation
    $51M
    Stanley Druckenmiller
  54. 54IBKRInteractive Brokers Gro-cl A
    1 initiation
    $50M
    Stephen Mandel
  55. 55DHIDR Horton Inc
    1 initiation
    $49M
    Stanley Druckenmiller
  56. 56ROLRollins Inc
    1 initiation
    $49M
    Henry Ellenbogen
  57. 57SYYSysco Corp
    1 initiation
    $48M
    Daniel Loeb
  58. 58AGLAgilon Health Inc
    1 initiation
    $47M
    Henry Ellenbogen
  59. 59EPAMEpam Systems Inc
    1 initiation
    $47M
    Greenhaven Associates
  60. 60AXTAAxalta Coating Sys Ltd
    1 initiation
    $44M
    Seth Klarman

See also: the full Q2 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.