13-F Superinvestor Tracker
Superinvestors
Retrospective 13-F context — positions are disclosed up to 45 days after quarter-end, never a timing signal.
Sector Rotation — Across Tracked Investors
Curated investors only (not scoped to your personal picks) — a consistent, shared view of where institutional money is moving, quarter over quarter.
Platform-wide
Q1'26 → Q2'26
Technology
+1.2pp
Healthcare
-1.1pp
Energy
-0.7pp
Financial Services
+0.5pp
Consumer Defensive
-0.5pp
Consumer Cyclical
+0.3pp
Communication Services
+0.3pp
Industrials
+0.2pp
2% of holdings not sector-classified (ETFs, foreign issuers, or other unresolved securities) — excluded from the chart above.
Your list
Curated (82)
Egerton Capital (UK) LLP (John Armitage)27 holdingsDisclosed 8 days ago (Oct 20, 2026)Citadel Advisors LLC (Ken Griffin)15523 holdingsDisclosed 56 days ago (Sep 2, 2026)First Eagle Investment Management, LLC466 holdingsDisclosed 65 days ago (Aug 24, 2026)Silver Point Capital L.P.19 holdingsDisclosed 72 days ago (Aug 17, 2026)Adage Capital Partners GP, L.L.C.1134 holdingsDisclosed 75 days ago (Aug 14, 2026)Akre Capital Management (Chuck Akre)20 holdingsDisclosed 75 days ago (Aug 14, 2026)Alkeon Capital Management LLC117 holdingsDisclosed 75 days ago (Aug 14, 2026)Anchorage Capital Group, L.L.C.3 holdingsDisclosed 75 days ago (Aug 14, 2026)Angelo Gordon & Co., L.P.96 holdingsDisclosed 75 days ago (Aug 14, 2026)Appaloosa Management (David Tepper)39 holdingsDisclosed 75 days ago (Aug 14, 2026)AQR Capital Management LLC (Cliff Asness)3993 holdingsDisclosed 75 days ago (Aug 14, 2026)Ariel Investments, LLC (John W. Rogers Jr.)114 holdingsDisclosed 75 days ago (Aug 14, 2026)Berkshire Hathaway (Warren Buffett)30 holdingsDisclosed 75 days ago (Aug 14, 2026)Boyar Asset Management Inc. (Mark Boyar)81 holdingsDisclosed 75 days ago (Aug 14, 2026)Brave Warrior Advisors, LLC (Glenn Greenberg)43 holdingsDisclosed 75 days ago (Aug 14, 2026)Bridgewater Associates, LP (Ray Dalio)1207 holdingsDisclosed 75 days ago (Aug 14, 2026)Canyon Capital Advisors LLC (Josh Friedman & Mitchell Julis)27 holdingsDisclosed 75 days ago (Aug 14, 2026)Cerberus Capital Management, L.P.14 holdingsDisclosed 75 days ago (Aug 14, 2026)Coatue Management (Philippe Laffont)71 holdingsDisclosed 75 days ago (Aug 14, 2026)D. E. Shaw & Co., Inc. (David E. Shaw)5398 holdingsDisclosed 75 days ago (Aug 14, 2026)Duquesne Family Office (Stanley Druckenmiller)118 holdingsDisclosed 75 days ago (Aug 14, 2026)Elliott Investment Management (Paul Singer)40 holdingsDisclosed 75 days ago (Aug 14, 2026)ExodusPoint Capital Management, LP2297 holdingsDisclosed 75 days ago (Aug 14, 2026)Fairfax Financial Holdings Ltd/ Can (Prem Watsa)35 holdingsDisclosed 75 days ago (Aug 14, 2026)Fairholme Capital Management LLC (Bruce Berkowitz)13 holdingsDisclosed 75 days ago (Aug 14, 2026)Farallon Capital Management, L.L.C.184 holdingsDisclosed 75 days ago (Aug 14, 2026)Fred Alger Management, LLC514 holdingsDisclosed 75 days ago (Aug 14, 2026)Glenview Capital Management, LLC (Larry Robbins)58 holdingsDisclosed 75 days ago (Aug 14, 2026)Gotham Asset Management, LLC (Joel Greenblatt)1928 holdingsDisclosed 75 days ago (Aug 14, 2026)Greenlight Capital (David Einhorn)52 holdingsDisclosed 75 days ago (Aug 14, 2026)Harris Associates L P (Bill Nygren / Oakmark)171 holdingsDisclosed 75 days ago (Aug 14, 2026)Himalaya Capital Management LLC (Li Lu)14 holdingsDisclosed 75 days ago (Aug 14, 2026)Icahn Capital (Carl Icahn)12 holdingsDisclosed 75 days ago (Aug 14, 2026)JANA Partners Management, LP (Barry Rosenstein)13 holdingsDisclosed 75 days ago (Aug 14, 2026)King Street Capital Management, L.P.13 holdingsDisclosed 75 days ago (Aug 14, 2026)Lone Pine Capital (Stephen Mandel)49 holdingsDisclosed 75 days ago (Aug 14, 2026)Longview Asset Management, LLC4 holdingsDisclosed 75 days ago (Aug 14, 2026)Marathon Asset Management LP7 holdingsDisclosed 75 days ago (Aug 14, 2026)Maverick Capital Ltd (Lee Ainslie)327 holdingsDisclosed 75 days ago (Aug 14, 2026)Millennium Management LLC (Israel Englander)6678 holdingsDisclosed 75 days ago (Aug 14, 2026)Miller Value Partners, LLC (Bill Miller)59 holdingsDisclosed 75 days ago (Aug 14, 2026)Oaktree Capital Management LP (Howard Marks)187 holdingsDisclosed 75 days ago (Aug 14, 2026)Paulson & Co. Inc. (John Paulson)10 holdingsDisclosed 75 days ago (Aug 14, 2026)Pershing Square Capital Management (Bill Ackman)16 holdingsDisclosed 75 days ago (Aug 14, 2026)Point72 Asset Management, L.P. (Steve Cohen)4782 holdingsDisclosed 75 days ago (Aug 14, 2026)Royce & Associates LP (Chuck Royce)848 holdingsDisclosed 75 days ago (Aug 14, 2026)Select Equity Group, L.P.197 holdingsDisclosed 75 days ago (Aug 14, 2026)Soros Fund Management (George Soros)361 holdingsDisclosed 75 days ago (Aug 14, 2026)Southeastern Asset Management (Mason Hawkins)51 holdingsDisclosed 75 days ago (Aug 14, 2026)Starboard Value LP (Jeffrey Smith)28 holdingsDisclosed 75 days ago (Aug 14, 2026)Third Point (Dan Loeb)52 holdingsDisclosed 75 days ago (Aug 14, 2026)Tiger Global Management (Chase Coleman)63 holdingsDisclosed 75 days ago (Aug 14, 2026)Two Sigma Investments, LP5630 holdingsDisclosed 75 days ago (Aug 14, 2026)ValueAct Capital Management19 holdingsDisclosed 75 days ago (Aug 14, 2026)Viking Global Investors (Andreas Halvorsen)112 holdingsDisclosed 75 days ago (Aug 14, 2026)Wedgewood Partners Inc (David Rolfe)22 holdingsDisclosed 75 days ago (Aug 14, 2026)Abrams Capital Management, L.P. (David Abrams)11 holdingsDisclosed 76 days ago (Aug 13, 2026)Baupost Group (Seth Klarman)25 holdingsDisclosed 76 days ago (Aug 13, 2026)Clearbridge Investments, LLC743 holdingsDisclosed 76 days ago (Aug 13, 2026)Gardner Russo & Quinn LLC (Thomas Russo)87 holdingsDisclosed 76 days ago (Aug 13, 2026)Renaissance Technologies (Jim Simons)3779 holdingsDisclosed 76 days ago (Aug 13, 2026)Sands Capital Management, LLC (Frank Sands)80 holdingsDisclosed 76 days ago (Aug 13, 2026)AKO Capital LLP27 holdingsDisclosed 77 days ago (Aug 12, 2026)Capital Research Global Investors494 holdingsDisclosed 77 days ago (Aug 12, 2026)GQG Partners LLC (Rajiv Jain)110 holdingsDisclosed 77 days ago (Aug 12, 2026)Trian Fund Management, L.P. (Nelson Peltz)8 holdingsDisclosed 77 days ago (Aug 12, 2026)Weitz Investment Management, Inc. (Wallace Weitz)52 holdingsDisclosed 77 days ago (Aug 12, 2026)Davis Selected Advisers (Christopher Davis)114 holdingsDisclosed 78 days ago (Aug 11, 2026)Yacktman Asset Management LP (Donald Yacktman)77 holdingsDisclosed 78 days ago (Aug 11, 2026)Vulcan Value Partners, LLC (C.T. Fitzpatrick)37 holdingsDisclosed 79 days ago (Aug 10, 2026)Pzena Investment Management LLC (Richard Pzena)170 holdingsDisclosed 82 days ago (Aug 7, 2026)Baillie Gifford & Co299 holdingsDisclosed 83 days ago (Aug 6, 2026)Diamond Hill Capital Management, LLC200 holdingsDisclosed 83 days ago (Aug 6, 2026)Fisher Asset Management, LLC (Ken Fisher)1141 holdingsDisclosed 85 days ago (Aug 4, 2026)Polen Capital Management LLC289 holdingsDisclosed 85 days ago (Aug 4, 2026)Markel Group Inc. (Tom Gayner)132 holdingsDisclosed 89 days ago (Jul 31, 2026)Cantillon Capital Management LLC (William von Mueffling)38 holdingsDisclosed 91 days ago (Jul 29, 2026)Eminence Capital, LP (Ricky Sandler)34 holdingsDisclosed 114 days ago (Jul 6, 2026)Bares Capital Management, Inc.24 holdingsDisclosed 348 days ago (Nov 14, 2025)York Capital Management Global Advisors, LLC (Jamie Dinan)6 holdingsDisclosed 348 days ago (Nov 14, 2025)Scion Asset Management (Michael Burry)22 holdingsDisclosed 359 days ago (Nov 3, 2025)Coho Partners, Ltd.34 holdingsDisclosed 379 days ago (Oct 14, 2025)