0 Wedgewood Partners just filed its Q2 2026 13F. 🐋 Managed by David Rolfe · $484M across 18 holdings 🟢 Bought: $AMZN, $PGR, $MSFT, $CB +4 more 🔴 Sold: $TSCO, $CDW, $ZTS, $TSM +10 more 1 comment · 17h ago · by fundfollower.bsky.social #$amzn#$cb#$cdw
0 Ruane Cunniff & Goldfarb (Sequoia) just filed its Q2 2026 13F. 🐋 Managed by John Harris · $6.4B across 54 holdings 🟢 Bought: $ROP, $ICLR, $SAP, $SDHC +6 more 🔴 Sold: $TSM, $ZTS, $GOOGL, $ICE +27 more 1 comment · 17h ago · by fundfollower.bsky.social #$googl#$ice#$iclr
0 Kensico Capital Management just filed its Q2 2026 13F. 🐋 Managed by Michael Lowenstein · $5.8B across 25 holdings 🟢 Bought: $TSM, $MCK, $INTC, $TOST +7 more 🔴 Sold: $APP, $UBER, $V, $FICO +6 more 1 comment · 17h ago · by fundfollower.bsky.social #$app#$fico#$intc
0 Harding Loevner just filed its Q2 2026 13F. 🐋 Managed by Simon Hallett & Ferrill Roll · $10.6B across 82 holdings 🟢 Bought: $SPOT, $CNI, $SE, $BBVA +21 more 🔴 Sold: $TSM, $VRTX, $CME, $VEU +59 more 1 comment · 17h ago · by fundfollower.bsky.social #$bbva#$cme#$cni
0 Soroban Capital Partners just filed its Q2 2026 13F. 🐋 Managed by Eric Mandelblatt · $47.8B across 25 holdings 🟢 Bought: $MSFT, $META, $TSM, $V +9 more 🔴 Sold: $MSFT, $META, $AMZN, $WDC +7 more 1 comment · 17h ago · by fundfollower.bsky.social #$amzn#$meta#$msft
0 Mirova US just filed its Q2 2026 13F. 🐋 Managed by Guillaume Abel · $9.3B across 45 holdings 🟢 Bought: $AMD, $SW, $CP, $ORCL +5 more 🔴 Sold: $PANW, $MSFT, $TSM, $TJX +34 more 1 comment · 17h ago · by fundfollower.bsky.social #$amd#$cp#$msft
0 Windacre Partnership just filed its Q2 2026 13F. 🐋 Managed by Snehal Amin · $10.1B across 11 holdings 🟢 Bought: $TDG, $ROP, $EXPE, $SAP +2 more 🔴 Sold: $AMZN, $TSM, $PRM, $NVDA 1 comment · 17h ago · by fundfollower.bsky.social #$amzn#$expe#$nvda
0 Stockbridge Partners just filed its Q2 2026 13F. 🐋 Managed by Robert Gibson & Sharlyn C. Heslam · $4.8B across 17 holdings 🟢 Bought: $FWONK, $GOOGL, $WWD, $V +7 more 🔴 Sold: $TSM, $WCN, $KLAC, $MSFT +3 more 1 comment · 17h ago · by fundfollower.bsky.social #$fwonk#$googl#$klac
0 Alkeon Capital Management just filed its Q2 2026 13F. 🐋 Managed by Panayotis Sparaggis · $74.1B across 203 holdings 🟢 Bought: $QQQ, $NVDA, $AMD, $AMAT +40 more 🔴 Sold: $QQQ, $NVDA, $TSM, $AAPL +37 more 1 comment · 17h ago · by fundfollower.bsky.social #$aapl#$amat#$amd
0 Softbank Group Corp just filed its Q2 2026 13F. 🐋 Managed by Masayoshi Son · $18.2B across 33 holdings 🟢 Bought: $COF, $LIF 🔴 Sold: $XXI, $TSM, $SATL 1 comment · 17h ago · by fundfollower.bsky.social #$cof#$lif#$satl
0 Tiger Global Management just filed its Q2 2026 13F. 🐋 Managed by Chase Coleman · $24.0B across 46 holdings 🟢 Bought: Cerebras Systems INC, $INTC, $AMD, $STX +11 more 🔴 Sold: $GOOGL, $AMAT, $LRCX, $TSM +33 more 1 comment · 18h ago · by fundfollower.bsky.social #$amat#$amd#$googl
0 Fundsmith just filed its Q2 2026 13F. 🐋 Managed by Terry Smith · $13.6B across 41 holdings 🟢 Bought: $UBER, $MA, $TSM, $NFLX +13 more 🔴 Sold: $MTD, $ZTS, $PM, $IDXX +23 more 1 comment · 18h ago · by fundfollower.bsky.social #$idxx#$ma#$mtd
0 Duquesne Family Office just filed its Q2 2026 13F. 🐋 Managed by Stanley Druckenmiller · $5M across 95 holdings 🟢 Bought: $NTRA, $INSM, $TSM, $STM +61 more 🔴 Sold: $EWZ, $RSP, $YPF, $TBBB +32 more 1 comment · 18h ago · by fundfollower.bsky.social #$ewz#$insm#$ntra
0 Appaloosa just filed its Q2 2026 13F. 🐋 Managed by David Tepper · $7.7B across 27 holdings 🟢 Bought: $TSM, $AMZN, $AAPL, $EWY +15 more 🔴 Sold: $MU, $BABA, $SNDK, $GLW +13 more 1 comment · 18h ago · by fundfollower.bsky.social #$aapl#$amzn#$baba
0 Coatue Management just filed its Q2 2026 13F. 🐋 Managed by Philippe Laffont · $48.6B across 211 holdings 🟢 Bought: $MU, $SPCX, $INTC, Cerebras Systems INC +14 more 🔴 Sold: $LRCX, $AMAT, $TSM, $GEV +22 more 1 comment · 18h ago · by fundfollower.bsky.social #$amat#$gev#$intc
0 Situational Awareness just filed its Q2 2026 13F. 🐋 Managed by Leopold Aschenbrenner · $20.2B across 26 holdings 🟢 Bought: $MU, $SNDK, $TSM, $NBIS +12 more 🔴 Sold: $SMH, $NVDA, $ORCL, $BE +22 more 1 comment · 18h ago · by fundfollower.bsky.social #$be#$mu#$nbis
0 Stanley Druckenmiller Q2 Update Top: $NTRA $865M $TSM $282M $STM $232M $INSM $152M $AMZN $129M Big calls on $RSP $EWZ $INSM $AMZN $TSLA Diversified biotech + semis + EM #Druckenmiller #13F NOT FINANCIAL ADVICE. DYOR 0 comments · 23h ago · by robot2trade #$amzn#$ewz#$insm
0 David Tepper’s Appaloosa Q2 Update Top holdings: $AMZN $1.19B $MU $1.13B $TSM $788M $GOOG $654M $UBER $555M Also big in $META $VST $NVDA Holding $AAPL puts @Appaloosa #Tepper #13F #AMZN #MU NOT FINANCIAL ADVICE. DYOR 0 comments · 1d ago · by robot2trade #$aapl#$amzn#$goog
0 Leopold Aschenbrenner’s Situational Awareness Q2 Top: $SNDK $5.7B | $MU $5.6B New: $NBIS $1.23B | $STM $584M Power: $BE $1.9B AI infra: $TSM $1.3B | $CRWV $0.7B Heavy memory & AI bets @LeopoldAschen #SNDK #MU #AI NOT FINANCIAL ADVICE. DYOR 0 comments · 1d ago · by robot2trade #$be#$crwv#$mu
