What big funds bought and sold
Funds file once a quarter, about six weeks late, so these moves are dated.
Funds file once a quarter, about six weeks late, so these moves are dated.
Nancy PelosiUS House, CA-11
SoldWBD$50K to $100K
Traded Oct 7, filed 30 days after the last one (the report, a PDF)
John J. McGuire IIIUS House, VA-5
SoldWDC$1K to $15K
Traded Oct 15, filed 22 days after the last one (the report, a PDF)
Josh GottheimerUS House, NJ-5
BoughtAMAT$1K to $15KBoughtBHE$1K to $15KSoldTLK$1K to $15K
Traded Oct 12 to Oct 26, filed 10 days after the last one (the report, a PDF)
Maria Elvira SalazarUS House, FL-27
SoldCSCO$1K to $15KBoughtNVDA$1K to $15KBoughtNVDA$1K to $15KBoughtPG$1K to $15KBoughtPG$1K to $15K
Traded Oct 23, filed 13 days after the last one (the report, a PDF)
Daniel MeuserUS House, PA-9
SoldNVDA$1K to $15K
Traded Sep 25, filed 41 days after the last one (the report, a PDF)
Mike KellyUS House, PA-16
SoldFairfax Cnty VA Ser$50K to $100KBoughtNorth Carolina Hsg Fin$50K to $100K
Traded Oct 1 to Oct 15, filed 20 days after the last one (the report, a PDF)
Tweedy, BrowneTweedy, Browne partners
NewAPTV1.3% of the bookNewWF0.2% of the bookNewADBE0.2% of the bookNewGIB0.2% of the bookAddedZTS17.4% more sharesAddedGLOB42.4% more shares
Holdings as of Sep 30 (Q3 2026), filed 35 days later (the report at the SEC)
Robert E. LattaUS House, OH-5
BoughtFMAO$1K to $15K
Traded Oct 20, filed 14 days after the last one (the report, a PDF)
Ann WagnerUS House, MO-2
SoldAmerican Expr Natl Bank$100K to $250K
Traded Oct 20, filed 13 days after the last one (the report, a PDF)
Daily JournalCharlie Munger's portfolio
First filing on record, nothing to compare yet.
Holdings as of Sep 30 (Q3 2026), filed 33 days later (the report at the SEC)
Donald S. Beyer, Jr.US House, VA-8
BoughtCalifornia CMNTY VAR 11/01/54$15K to $50K
Traded Oct 7, filed 25 days after the last one (the report, a PDF)
John J. McGuire IIIUS House, VA-5
SoldAVGO$1K to $15KBoughtMU$1K to $15KBoughtMU$1K to $15KBoughtMU$1K to $15K
Traded Sep 24 to Oct 1, filed 31 days after the last one (the report, a PDF)
Carol D. MillerUS House, WV-1
SoldHONAover $710
Traded Sep 29, filed 31 days after the last one (the report, a PDF)
Thomas H. Kean, Jr.US House, NJ-7
SoldABT$1K to $15KBoughtESAB$1K to $15KSoldJNJ$1K to $15KSoldMDLZ$1K to $15KSoldSYK$1K to $15KBoughtTXN$1K to $15K
Traded Sep 17 to Sep 30, filed 30 days after the last one (the report, a PDF)
Markel GroupTom Gayner
NewXOM0.1% of the bookNewZBRA<0.1% of the bookNewMBGL<0.1% of the bookNewSLAB<0.1% of the bookAddedZTS542% more sharesAddedWSO4.2% more shares
Holdings as of Sep 30 (Q3 2026), filed 30 days later (the report at the SEC)
Pzena Investment ManagementRichard Pzena
NewXOM0.3% of the bookNewGEHC0.2% of the bookNewADIG<0.1% of the bookNewBLK<0.1% of the bookAddedGL157% more sharesAddedACN17.8% more shares
Holdings as of Sep 30 (Q3 2026), filed 30 days later (the report at the SEC)
David J. TaylorUS House, OH-2
BoughtT$1K to $15KBoughtLRCX$1K to $15KSoldMPC$1K to $15KSoldMPC$1K to $15KBoughtPLD$1K to $15KBoughtPLD$1K to $15K
Traded Oct 15, filed 14 days after the last one (the report, a PDF)
Suzan K. DelBeneUS House, WA-1
BoughtBlack Belt Energy Gas$250K to $500KSoldTennessee Energy Ac 5%$250K to $500K
Traded Oct 14, filed 14 days after the last one (the report, a PDF)
Kevin HernUS House, OK-1
SoldASML$15K to $50KSoldSTX$15K to $50KSoldTXN$15K to $50K
Traded Oct 14 to Oct 23, filed 5 days after the last one (the report, a PDF)
Pete SessionsUS House, TX-17
SoldAAPL$250K to $500KSoldCOST$250K to $500KSoldMSFT$250K to $500KSoldGOOG$100K to $250KSoldAMZN$100K to $250KSoldCOST$100K to $250K
Traded Oct 1 to Oct 27, filed 0 days after the last one (the report, a PDF)
Max L. MillerUS House, OH-7
SoldAIX Ventures Fund II,$1K to $15KSoldMercato Partners Traverse IV$1K to $15K
Traded Sep 30 to Oct 1, filed 26 days after the last one (the report, a PDF)
Sheri BiggsUS House, SC-3
BoughtOaktree Strategic Credit Fund$1K to $15K
Traded Sep 30, filed 27 days after the last one (the report, a PDF)
Jodey C. ArringtonUS House, TX-19
SoldMontego$15K to $50K
Traded Jul 10, filed 474 days after the last one (the report, a PDF)
Darrell IssaUS House, CA-48
BoughtUS Treasury Note 3.375%$5M to $25MSoldUS Treasury Note 3.375%$5M to $25M
Traded Oct 8 to Oct 14, filed 8 days after the last one (the report, a PDF)
What you would have made buying what each fund reported, from the day it became public. The small number under each return is how many points ahead of or behind the S&P 500 that was.
Paul Singer · filed Aug 14
Bruce Berkowitz · filed Aug 14
Bill Miller's firm · filed Aug 14
Chris Bloomstran · filed Aug 14
Larry Robbins · filed Aug 14
Richard Pzena · filed Oct 30
First Eagle team · filed Aug 5
Gavin Baker · filed Aug 14
Ken Griffin · filed Aug 14
Dan Sundheim · filed Aug 14
Mohnish Pabrai · filed Aug 13
Seth Klarman · filed Aug 13
Howard Marks · filed Aug 14
Prem Watsa · filed Aug 14
Sequoia Fund team · filed Aug 14
Nelson Peltz · filed Aug 12
Andreas Halvorsen · filed Aug 14
Joel Greenblatt · filed Aug 14
John Overdeck and David Siegel · filed Aug 14
Paul Tudor Jones · filed Aug 14
Gates Foundation endowment · filed Aug 14
Bill Ackman · filed Aug 14
Duan Yongping · filed Aug 14
Warren Buffett · filed Aug 14
Dodge & Cox committee · filed Aug 13
Terry Smith · filed Aug 14
François Rochon · filed Aug 14
Stanley Druckenmiller · filed Aug 14
Tom Gayner · filed Oct 30
Mason Hawkins · filed Aug 14
David Einhorn · filed Aug 14
Chris Hohn · filed Aug 14
Israel Englander · filed Aug 14
Tweedy, Browne partners · filed Nov 4
Jeff Smith · filed Aug 14
Tom Russo · filed Aug 13
Founded by David Shaw · filed Aug 14
Steve Cohen · filed Aug 14
Lee Ainslie · filed Aug 14
Founded by Ray Dalio · filed Aug 14
Q2 2026 reports from 60 funds
A fund counts once for a stock if it bought it for the first time or added to it.
19 of 60 funds
Altimeter Capital, Appaloosa and 17 more. 2 bought it for the first time.
16 of 60 funds
Altimeter Capital, Appaloosa and 14 more. All 16 bought it for the first time.
15 of 60 funds
Appaloosa, ARK Invest and 13 more. 4 bought it for the first time.
13 of 60 funds
Altimeter Capital, ARK Invest and 11 more. All 13 bought it for the first time.
12 of 60 funds
Appaloosa, AQR Capital and 10 more. 1 bought it for the first time.
12 of 60 funds
Altimeter Capital, AQR Capital and 10 more. 1 bought it for the first time.
Sold some or all in Q2 2026
16 of 60 funds
ARK Invest, Bridgewater Associates and 14 more
14 of 60 funds
Bridgewater Associates, Citadel Advisors and 12 more
13 of 60 funds
Atreides Management, Omega Family Office and 11 more
13 of 60 funds
Altimeter Capital, Bridgewater Associates and 11 more
12 of 60 funds
Altimeter Capital, Bridgewater Associates and 10 more
12 of 60 funds
Appaloosa, AQR Capital and 10 more
60 funds filed for Q2 2026 of 65 we follow; Congress trade reports and insiders' own filings