0 Semper Augustus Investments Group just filed its Q2 2026 13F. š Managed by Christopher Bloomstran Ā· $885M across 50 holdings š¢ Bought: $ALK, $BLDR, $PAYX, $SPGI +15 more š“ Sold: $FIVE, $SBUX, $CMI, $NEM +10 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$alk#$bldr#$cmi
0 Eagle Capital Management just filed its Q2 2026 13F. š Managed by Ravenel B. Curry III Ā· $32.7B across 56 holdings š¢ Bought: $MA, $SPGI, $MELI, $HUM +11 more š“ Sold: $CMCSA, $AER, $WWD, $UNH +33 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$aer#$cmcsa#$hum
0 Dorsey Asset Management just filed its Q2 2026 13F. š Managed by Pat Dorsey Ā· $1.6B across 11 holdings š¢ Bought: $APP, $BKNG, $UBER, $SPGI +4 more š“ Sold: $ASML, $SUNB, $AER 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$aer#$app#$asml
0 Valley Forge Capital Management just filed its Q2 2026 13F. š Managed by Dev Kantesaria Ā· $3.1B across 7 holdings š“ Sold: $MA, $SPGI, $V, $FICO 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$fico#$ma#$spgi
0 Himalaya Capital Management just filed its Q2 2026 13F. š Managed by Li Lu Ā· $3.7B across 8 holdings š¢ Bought: $PDD, $BRK-B š“ Sold: $BAC, $OXY, $SPGI, $HRB +2 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$bac#$hrb#$oxy
0 BLS Capital Fondsmaeglerselskab just filed its Q2 2026 13F. š Managed by Peter Bundgaard & Anders Lund Ā· $2.6B across 11 holdings š¢ Bought: $MA, $CRM, $AJG š“ Sold: $YUMC, $ZTS, $OTIS, $SPGI +4 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$ajg#$crm#$ma
