0 Soroban Capital Partners just filed its Q2 2026 13F. š Managed by Eric Mandelblatt Ā· $47.8B across 25 holdings š¢ Bought: $MSFT, $META, $TSM, $V +9 more š“ Sold: $MSFT, $META, $AMZN, $WDC +7 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$amzn#$meta#$msft
0 Dragoneer Investment Group just filed its Q2 2026 13F. š Managed by Marc Stad Ā· $2.8B across 12 holdings š¢ Bought: $SPCX, $AMD, $AMZN, Innio NV +1 more š“ Sold: $NVDA, $CPNG, $META, $CVNA +8 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$amd#$amzn#$cpng
0 D1 Capital Partners just filed its Q2 2026 13F. š Managed by Daniel Sundheim Ā· $34.8B across 55 holdings š¢ Bought: $SPCX, $JCI, $META, $SHW +33 more š“ Sold: $KNX, $AVGO, $NVDA, $XPO +22 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$avgo#$jci#$knx
0 Newlands Management Operations just filed its Q2 2026 13F. š Managed by Suren Senanayake Ā· $16.6B across 16 holdings š¢ Bought: $CHYM š“ Sold: $SCHW, $META 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$chym#$meta#$schw
0 Third Point just filed its Q2 2026 13F. š Managed by Daniel Loeb Ā· $4.7B across 43 holdings š¢ Bought: $WBD, $GOOGL, $KEYS, $XYZ +28 more š“ Sold: $META, $TDS, $GLD, $NVDA +9 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$gld#$googl#$keys
0 Altimeter Capital Management just filed its Q2 2026 13F. š Managed by Brad Gerstner Ā· $9.8B across 20 holdings š¢ Bought: Cerebras Systems INC, $QCOM, $SPCX, $CRWV +11 more š“ Sold: $META, $ARM, $AXON, $UBER +2 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$arm#$axon#$crwv
0 Atreides Management just filed its Q2 2026 13F. š Managed by Gavin Baker Ā· $14.3B across 49 holdings š¢ Bought: $SPCX, $QQQ, Cerebras Systems INC, $META +38 more š“ Sold: $MU, $ALAB, $LITE, $SATS +23 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$alab#$lite#$meta
