13F portfolios · sourced to SEC EDGAR

What the smart money owns

31 well-known investors and hedge fund managers, $931.7B of disclosed stock, one leaderboard. Sort by size, performance or quarterly moves, see where they agree, and follow any of them to get an email when they file. Reconstructed from SEC EDGAR 13F filings. Want every institutional filer, not just the famous ones? That is the Funds page.

Most added

GOOGL

14 of 31 adding · 5 trimming

Most trimmed

NVDA

10 of 31 trimming · 2 adding

Most-opened new position

SPCX

8 of 31 opened it · $5.2B

Filed for Q2 2026

28 of 31

1 on prior-quarter data · 2 on historical data

Top investors

Click any column to sort · search & screen below

View:

31 of 31

#				Top holding	Sector tilt
1	Warren Buffett29 positions· top-5 69%	$299.3B	+13.7%	Apple Inc22%	Financials35%	1 new·1 exit	+9.2%/yr · 13y
2	Ken Griffin6,351 positions· top-5 12%Multi-strategy	$174.1B	+23.4%	Ishares Core S&P 500 ETF8%	Information Technology19%	1690 new·952 exit	—
3	Steve Cohen1,978 positions· top-5 9%Multi-strategy	$65.4B	+13.8%	Credo Technology Group Holdi3%	Information Technology27%	652 new·497 exit	+4.2%/yr · 12y
4	CChris Hohn11 positions· top-5 84%	$52.8B	+16.8%	General Electric34%	Industrials46%	2 new·1 exit	+13.7%/yr · 11y
5	PPhilippe Laffont66 positions· top-5 37%	$48.6B	+67.4%	Taiwan Semiconductor-SP ADR9%	Information Technology51%	9 new·5 exit	+10.3%/yr · 13y
6	JJoel Greenblatt1,791 positions· top-5 26%	$43.0B	+31.6%	SS SPDR S&P 500 ETF Trust-US20%	Information Technology16%	179 new·135 exit	+9.9%/yr · 13y
7	AAndreas Halvorsen90 positions· top-5 22%	$35.1B	-1.9%	Visa Inc-Class A Shares6%	Financials20%	35 new·22 exit	+12.3%/yr · 13y
8	DDan Sundheim55 positions· top-5 70%	$34.8B	+209.7%	Space Exploration Techn-CL A62%	Industrials72%	21 new·10 exit	+14.5%/yr · 8y
9	Ray Dalio997 positions· top-5 33%	$24.4B	+8.8%	SS SPDR S&P 500 ETF Trust-US16%	Information Technology21%	214 new·210 exit	+8.2%/yr · 13y
10	CChase Coleman46 positions· top-5 44%	$24.0B	+5.0%	Taiwan Semiconductor-SP ADR10%	Information Technology45%	9 new·17 exit	+11.6%/yr · 13y
11	Cathie Wood189 positions· top-5 25%	$15.4B	+19.8%	Tesla Inc8%	Information Technology28%	16 new·6 exit	+12.8%/yr · 10y
12	PPaul Singer17 positions· top-5 81%	$14.3B	-10.3%	Triple Flag Precious Met28%	Energy36%	2 new·4 exit	+35.3%/yr · 6y
13	Bill Ackman11 positions· top-5 78%Q1 2026 · prior quarter	$13.7B	-11.7%	Brookfield Corp18%	Consumer Discretionary30%	1 new·1 exit	+14.4%/yr · 13y
14	TTom Gayner130 positions· top-5 28%	$13.1B	+10.0%	Alphabet Inc-CL C7%	Financials41%	3 new·2 exit	+12.8%/yr · 13y
15	LLee Ainslie177 positions· top-5 25%	$11.1B	+28.9%	Nvidia Corp6%	Information Technology30%	84 new·146 exit	+11.4%/yr · 13y
16	Carl Icahn12 positions· top-5 93%	$8.3B	-3.4%	Icahn Enterprises LP54%	Energy79%	—	-0.3%/yr · 13y
17	George Soros254 positions· top-5 15%	$7.6B	+4.5%	Amazon.com Inc4%	Information Technology18%	92 new·87 exit	+6.2%/yr · 13y
18	David Tepper25 positions· top-5 58%	$7.5B	+25.9%	Amazon.com Inc16%	Information Technology38%	6 new·12 exit	+16.4%/yr · 10y
19	Seth Klarman23 positions· top-5 50%	$5.4B	+5.9%	Amazon.com Inc16%	Consumer Discretionary35%	3 new·2 exit	+0.3%/yr · 13y
20	HHoward Marks138 positions· top-5 34%	$5.3B	-10.1%	Torm PLC-A10%	Industrials14%	36 new·40 exit	+13.3%/yr · 13y
21	DDaniel Loeb42 positions· top-5 38%	$4.7B	+123.3%	Warner Bros Discovery Inc11%	Communication Services29%	18 new·9 exit	+9.0%/yr · 13y
22	SStanley Druckenmiller86 positions· top-5 38%	$4.4B	+48.2%	Natera Inc20%	Health Care34%	44 new·23 exit	+21.1%/yr · 13y
23	NNelson Peltz8 positions· top-5 94%	$4.2B	+9.6%	General Electric36%	Industrials36%	—	+9.8%/yr · 13y
24	LLi Lu8 positions· top-5 95%	$3.7B	+15.7%	Alphabet Inc-CL A25%	Communication Services49%	6 exit	+8.8%/yr · 9y
25	LLeon Cooperman39 positions· top-5 48%	$3.5B	+16.4%	Vertiv Holdings Co-A20%	Financials32%	4 new·6 exit	+5.0%/yr · 13y
26	JJohn Paulson8 positions· top-5 92%	$2.6B	-17.2%	Madrigal Pharmaceuticals Inc28%	Health Care42%	1 new·2 exit	+4.9%/yr · 13y
27	DDavid Einhorn40 positions· top-5 58%Historical data · Q4 2023	$2.0B	+16.3%	Green Brick Partners Inc29%	Consumer Discretionary29%	7 new·6 exit	-13.7%/yr · 13y
28	PPat Dorsey11 positions· top-5 57%	$1.6B	+24.3%	ASML Holding NV-NY Reg SHS17%	Information Technology31%	—	+18.4%/yr · 10y
29	BBruce Berkowitz13 positions· top-5 97%	$1.5B	-1.6%	ST Joe Co76%	Real Estate76%	3 new	+10.5%/yr · 13y
30	MMohnish Pabrai4 positions· top-5 100%	$326.7M	-22.7%	Warrior Met Coal Inc43%	Materials69%	1 new	+3.2%/yr · 13y
31	MMichael Burry4 positions· top-5 100%Historical data · Q3 2025	$68.1M	+21.1%	Molina Healthcare Inc35%	Health Care35%	3 new·5 exit	+19.4%/yr · 11y

Where they agree

· Q2 2026 · across these 31 investors, net of who added and who trimmed

Net buying

More of the 31 added than trimmed this quarter

All filers

#CompanyAdding · trimmingNet

1
Alphabet Inc.GOOGL
Cathie Wood, Chris Hohn, Dan Sundheim +6 more
14 adding · 5 trimming+9
2
Space Exploration Technologies CorpSPCX
Andreas Halvorsen, Cathie Wood, Chase Coleman +5 more
8 adding · 0 trimming+8
3
Snowflake Inc.SNOW
Andreas Halvorsen, Cathie Wood, Dan Sundheim +5 more
8 adding · 0 trimming+8
4
Cerebras Systems Inc.CBRS
Cathie Wood, Chase Coleman, Dan Sundheim +4 more
7 adding · 0 trimming+7
5
Carvana Co.CVNA
Andreas Halvorsen, Dan Sundheim, Joel Greenblatt +4 more
7 adding · 0 trimming+7
6
DPC Holdings PLCDPC
Andreas Halvorsen, Dan Sundheim, George Soros +4 more
7 adding · 0 trimming+7
7
S&P Global Inc.SPGI
Chris Hohn, George Soros, Joel Greenblatt +3 more
7 adding · 1 trimming+6
8
Insmed IncINSM
Joel Greenblatt, Ken Griffin, Lee Ainslie +3 more
6 adding · 0 trimming+6

Net selling

More trimmed or sold out than added

All filers

#CompanyAdding · trimmingNet

1
Nvidia CorpNVDA
Chase Coleman, Dan Sundheim, Daniel Loeb +5 more
2 adding · 10 trimming−8
2
Taiwan Semiconductor Manufacturing Co LtdTSM
Andreas Halvorsen, Cathie Wood, Chase Coleman +4 more
3 adding · 10 trimming−7
3
Applied Materials IncAMAT
Chase Coleman, Joel Greenblatt, Ken Griffin +4 more
0 adding · 7 trimming−7
4
Amer Sports, Inc.AS
Andreas Halvorsen, George Soros, Joel Greenblatt +3 more
0 adding · 6 trimming−6
5
Cloudflare, Inc.NET
Cathie Wood, George Soros, Joel Greenblatt +3 more
0 adding · 6 trimming−6
6
Coherent Corp.COHR
Joel Greenblatt, Ken Griffin, Lee Ainslie +3 more
0 adding · 6 trimming−6
7
Twilio IncTWLO
Andreas Halvorsen, Joel Greenblatt, Ken Griffin +3 more
0 adding · 6 trimming−6
8
Broadcom Inc.AVGO
Cathie Wood, Chase Coleman, Dan Sundheim +2 more
4 adding · 9 trimming−5

Most widely owned

The shared conviction book

All filers

#CompanyValueInvestors

1
Alphabet Inc.GOOGL
Cathie Wood, Chase Coleman, Chris Hohn +16 more
$55.2B19
2
Amazon Com IncAMZN
Andreas Halvorsen, Cathie Wood, Chase Coleman +14 more
$14.8B17
3
Meta Platforms, Inc.META
Andreas Halvorsen, Cathie Wood, Chase Coleman +11 more
$6.7B14
4
Taiwan Semiconductor Manufacturing Co LtdTSM
Andreas Halvorsen, Cathie Wood, Chase Coleman +10 more
$11.2B13
5
Capital One Financial CorpCOF
Andreas Halvorsen, Dan Sundheim, Daniel Loeb +9 more
$2.4B12
6
Microsoft CorpMSFT
Andreas Halvorsen, Cathie Wood, Chase Coleman +8 more
$4.9B11
7
Advanced Micro Devices IncAMD
Cathie Wood, Chase Coleman, David Tepper +8 more
$4.1B11
8
Visa Inc.V
Andreas Halvorsen, Chase Coleman, Chris Hohn +7 more
$14.4B10

Fresh bets

Brand-new positions multiple investors opened

All filers

#CompanyValueInvestors

1
Space Exploration Technologies CorpSPCX
Andreas Halvorsen, Cathie Wood, Chase Coleman +5 more
$5.2B8
2
Cerebras Systems Inc.CBRS
Cathie Wood, Chase Coleman, Dan Sundheim +4 more
$2.8B7
3
DPC Holdings PLCDPC
Andreas Halvorsen, Dan Sundheim, George Soros +4 more
$358.7M7
4
X-Energy, Inc.XE
Andreas Halvorsen, Cathie Wood, George Soros +2 more
$302.3M5
5
Quantinuum Inc.QNT
Andreas Halvorsen, Dan Sundheim, George Soros +2 more
$271.6M5
6
Carnival Corp Ltd.CCL
Andreas Halvorsen, Joel Greenblatt, Ken Griffin +1 more
$758.4M4
7
Snowflake Inc.SNOW
Andreas Halvorsen, Cathie Wood, Dan Sundheim +1 more
$616.8M4
8
FedEx Freight Holding Company, Inc.FDXF
Andreas Halvorsen, Joel Greenblatt, Ken Griffin +1 more
$558.7M4

Build

Ask your agent what the smart money owns

This public Follow surface is the human view. The Build surface lets your agent pull the same investors, holdings, and quarter-over-quarter changes through API or MCP.

Get a key Compare plans 13F data

Copy-paste

curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds"

Ask your agent

Use Arkolith to list the top investors,
find their latest 13F changes, and show which
positions overlap across their portfolios.

Browse all 31 investors A–ZThe same investors in alphabetical order, with the vehicle each one files through.

Portfolios reconstructed from SEC EDGAR Form 13F filings (institutional managers with $100M+ in U.S.-listed securities), updated quarterly. The clone return is a simulation of the disclosed long book at the filing date (long equity only, total-return), not an audited fund return. Programmatic access via the Arkolith API & MCP server.