0 TCI Fund Management just filed its Q2 2026 13F. 🐋 Managed by Chris Hohn · $52.8B across 11 holdings 🟢 Bought: $V, $GOOG, $MLM, $VMC +2 more 🔴 Sold: $GE, $MSFT, $CP, $CNI 1 comment · 18h ago · by fundfollower.bsky.social #$cni#$cp#$ge
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, $FICO +6 more 1 comment · 18h ago · by fundfollower.bsky.social #$app#$fico#$intc
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, $WDC +7 more 1 comment · 18h ago · by fundfollower.bsky.social #$amzn#$meta#$msft
0 Valley Forge Capital Management just filed its Q2 2026 13F. 🐋 Managed by Dev Kantesaria · $3.1B across 7 holdings 🔴 Sold: $MA, $SPGI, $V, $FICO 1 comment · 18h ago · by fundfollower.bsky.social #$fico#$ma#$spgi
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, $MSFT +3 more 1 comment · 18h ago · by fundfollower.bsky.social #$fwonk#$googl#$klac
20 Imagine paying Hedge Fund Karen 2&20 to invest in undiscovered gems like $V, $MA, $MSFT, $ICE, $META,$SPGI, $UBER, $NFLX and $AMZN, and still being -3.5% YTD... 7 comments · 1d ago · by Mr Market Miscalculates 🇪🇺🇺🇦🏴☠️ #$amzn#$ice#$ma
0 Dodge & Cox just filed its Q2 2026 13F. 🐋 Managed by Charles Pohl · $191.0B across 222 holdings 🟢 Bought: $V, $TMO, $ROP, $FDXF +76 more 🔴 Sold: $HUM, $CVS, $LYB, $FDX +97 more 1 comment · 1d ago · by fundfollower.bsky.social #$cvs#$fdx#$fdxf
