{ "data": { "quarter": "2026-Q1", "quarter_label": "Q1 2026", "summary": { "total_moves": 1101, "new_positions_count": 92, "exits_count": 145, "adds_count": 462, "trims_count": 402, "unique_tickers": 539, "active_managers": 27 }, "new_positions": [ { "ticker": "MSFT", "name": "MICROSOFT CORP", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 15.3, "manager": "bill-ackman", "manager_name": "Bill Ackman", "manager_fund": "Pershing Square Capital" }, { "ticker": "ICON", "name": "ICON PLC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 8.2, "manager": "glenn-greenberg", "manager_name": "Glenn Greenberg", "manager_fund": "Brave Warrior Advisors" }, { "ticker": "QQQ", "name": "INVESCO QQQ TRUST SERIES 1", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 5.2, "manager": "howard-marks", "manager_name": "Howard Marks", "manager_fund": "Oaktree Capital" }, { "ticker": "AON", "name": "AON PLC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 4.9, "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group" }, { "ticker": "V", "name": "VISA INC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 4.1, "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group" }, { "ticker": "PGR", "name": "PROGRESSIVE CORP", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 3.5, "manager": "david-rolfe", "manager_name": "David Rolfe", "manager_fund": "Wedgewood Partners" }, { "ticker": "ADP", "name": "AUTOMATIC DATA PROC INC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 3.1, "manager": "francois-rochon", "manager_name": "François Rochon", "manager_fund": "Giverny Capital" }, { "ticker": "MCK", "name": "MCKESSON CORP", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 2.7, "manager": "stephen-mandel", "manager_name": "Stephen Mandel", "manager_fund": "Lone Pine Capital" }, { "ticker": "AAPL", "name": "APPLE INC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 2.6, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "CRM", "name": "SALESFORCE INC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 2.5, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" } ], "exits": [ { "ticker": "AMD", "name": "ADVANCED MICRO DEVICES INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "CHEWY", "name": "CHEWY INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "UBS", "name": "UBS GROUP AG", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "UNH", "name": "UNITEDHEALTH GROUP INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "SAIA", "name": "SAIA INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "TW", "name": "TRADEWEB MKTS INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "BAC", "name": "BANK AMERICA CORP", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "BSX", "name": "BOSTON SCIENTIFIC CORP", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "FIGMA", "name": "FIGMA INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "LOW", "name": "LOWES COS INC", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" } ], "adds": [ { "ticker": "AMR", "name": "ALPHA METALLURGICAL RESOUR I", "action": "add", "delta_pct": 7, "portfolio_impact_pct": 28.1, "manager": "monish-pabrai", "manager_name": "Mohnish Pabrai", "manager_fund": "Pabrai Investment Funds" }, { "ticker": "V", "name": "VISA INC", "action": "add", "delta_pct": 10, "portfolio_impact_pct": 23.5, "manager": "chris-hohn", "manager_name": "Chris Hohn", "manager_fund": "TCI Fund Management" }, { "ticker": "UAA", "name": "UNDER ARMOUR INC", "action": "add", "delta_pct": 26, "portfolio_impact_pct": 19.6, "manager": "prem-watsa", "manager_name": "Prem Watsa", "manager_fund": "Fairfax Financial" }, { "ticker": "NTRA", "name": "Natera Inc", "action": "add", "delta_pct": 22, "portfolio_impact_pct": 18.1, "manager": "stanley-druckenmiller", "manager_name": "Stanley Druckenmiller", "manager_fund": "Duquesne Family Office" }, { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 19, "portfolio_impact_pct": 17.4, "manager": "bill-ackman", "manager_name": "Bill Ackman", "manager_fund": "Pershing Square Capital" }, { "ticker": "MCO", "name": "MOODYS CORP", "action": "add", "delta_pct": 8, "portfolio_impact_pct": 16, "manager": "chris-hohn", "manager_name": "Chris Hohn", "manager_fund": "TCI Fund Management" }, { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 98, "portfolio_impact_pct": 15.2, "manager": "david-tepper", "manager_name": "David Tepper", "manager_fund": "Appaloosa Management" }, { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 47, "portfolio_impact_pct": 12.7, "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group" }, { "ticker": "NVDA", "name": "NVIDIA CORPORATION", "action": "add", "delta_pct": 9, "portfolio_impact_pct": 9.2, "manager": "chase-coleman", "manager_name": "Chase Coleman", "manager_fund": "Tiger Global Management" }, { "ticker": "ASML", "name": "ASML HOLDING N V", "action": "add", "delta_pct": 36, "portfolio_impact_pct": 8.6, "manager": "dev-kantesaria", "manager_name": "Dev Kantesaria", "manager_fund": "Valley Forge Capital" } ], "trims": [ { "ticker": "RIG", "name": "TRANSOCEAN LTD", "action": "trim", "delta_pct": -25, "portfolio_impact_pct": 32, "manager": "monish-pabrai", "manager_name": "Mohnish Pabrai", "manager_fund": "Pabrai Investment Funds" }, { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "trim", "delta_pct": -10, "portfolio_impact_pct": 19.4, "manager": "lee-ainslie", "manager_name": "Lee Ainslie", "manager_fund": "Maverick Capital" }, { "ticker": "MA", "name": "MASTERCARD INCORPORATED", "action": "trim", "delta_pct": -24, "portfolio_impact_pct": 18.6, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" }, { "ticker": "BN", "name": "BROOKFIELD CORP", "action": "trim", "delta_pct": -37, "portfolio_impact_pct": 11.2, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" }, { "ticker": "TORM", "name": "TORM PLC", "action": "trim", "delta_pct": -10, "portfolio_impact_pct": 10.7, "manager": "howard-marks", "manager_name": "Howard Marks", "manager_fund": "Oaktree Capital" }, { "ticker": "KKR", "name": "KKR & CO L P DEL", "action": "trim", "delta_pct": -17, "portfolio_impact_pct": 10.1, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" }, { "ticker": "CRH", "name": "CRH PLC", "action": "trim", "delta_pct": -27, "portfolio_impact_pct": 9.6, "manager": "lee-ainslie", "manager_name": "Lee Ainslie", "manager_fund": "Maverick Capital" }, { "ticker": "TSM", "name": "TAIWAN SEMICONDUCTOR MANUFAC", "action": "trim", "delta_pct": -30, "portfolio_impact_pct": 9.3, "manager": "david-rolfe", "manager_name": "David Rolfe", "manager_fund": "Wedgewood Partners" }, { "ticker": "MCO", "name": "MOODYS CORP", "action": "trim", "delta_pct": -28, "portfolio_impact_pct": 8.9, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" }, { "ticker": "BN", "name": "BROADCOM INC", "action": "trim", "delta_pct": -12, "portfolio_impact_pct": 8.7, "manager": "william-von-mueffling", "manager_name": "William von Mueffling", "manager_fund": "Cantillon Capital Management" } ], "consensus_buys": [ { "ticker": "AMZN", "name": "Amazon", "manager_count": 6, "managers": [ "Bill Ackman", "Bill Nygren", "David Rolfe", "David Tepper", "Joel Greenblatt", "Seth Klarman" ] }, { "ticker": "V", "name": "Visa", "manager_count": 5, "managers": [ "Andreas Halvorsen", "Chris Hohn", "Joel Greenblatt", "Seth Klarman", "Stephen Mandel" ] }, { "ticker": "GOOGL", "name": "Alphabet", "manager_count": 5, "managers": [ "Chris Hohn", "Joel Greenblatt", "Lee Ainslie", "Stephen Mandel", "Warren Buffett" ] }, { "ticker": "META", "name": "Meta Platforms", "manager_count": 5, "managers": [ "Andreas Halvorsen", "Chase Coleman", "Glenn Greenberg", "Lee Ainslie", "Polen Capital" ] }, { "ticker": "SEA", "name": "SEA", "manager_count": 5, "managers": [ "Andreas Halvorsen", "Howard Marks", "Joel Greenblatt", "John Armitage", "Stanley Druckenmiller" ] }, { "ticker": "SPOT", "name": "Spotify", "manager_count": 5, "managers": [ "Chase Coleman", "Joel Greenblatt", "Polen Capital", "Stephen Mandel", "William von Mueffling" ] }, { "ticker": "ASML", "name": "ASML", "manager_count": 5, "managers": [ "Dev Kantesaria", "Joel Greenblatt", "Lee Ainslie", "Polen Capital", "Stephen Mandel" ] }, { "ticker": "MSFT", "name": "Microsoft", "manager_count": 4, "managers": [ "Bill Ackman", "François Rochon", "Glenn Greenberg", "Joel Greenblatt" ] }, { "ticker": "GOOG", "name": "Alphabet Class C", "manager_count": 4, "managers": [ "Chris Hohn", "Joel Greenblatt", "Seth Klarman", "Warren Buffett" ] }, { "ticker": "BN", "name": "Brookfield Corp", "manager_count": 4, "managers": [ "Bill Nygren", "Chase Coleman", "Joel Greenblatt", "Stanley Druckenmiller" ] }, { "ticker": "MCO", "name": "Moody's Corp", "manager_count": 4, "managers": [ "Chris Hohn", "Joel Greenblatt", "Li Lu", "Tom Slater" ] }, { "ticker": "BMRN", "name": "BMRN", "manager_count": 3, "managers": [ "Andreas Halvorsen", "Howard Marks", "Joel Greenblatt" ] }, { "ticker": "AON", "name": "AON", "manager_count": 3, "managers": [ "Andreas Halvorsen", "Joel Greenblatt", "Seth Klarman" ] }, { "ticker": "WAT", "name": "WAT", "manager_count": 3, "managers": [ "Andreas Halvorsen", "Bill Nygren", "Joel Greenblatt" ] }, { "ticker": "PGR", "name": "PGR", "manager_count": 3, "managers": [ "Andreas Halvorsen", "David Rolfe", "Joel Greenblatt" ] } ], "consensus_sells": [ { "ticker": "MSFT", "name": "Microsoft", "manager_count": 9, "managers": [ "Andreas Halvorsen", "Chase Coleman", "Chris Hohn", "David Tepper", "Lee Ainslie", "Polen Capital", "Stephen Mandel", "Tom Slater", "William von Mueffling" ] }, { "ticker": "TSM", "name": "Taiwan Semi", "manager_count": 8, "managers": [ "Andreas Halvorsen", "David Rolfe", "François Rochon", "Lee Ainslie", "Polen Capital", "Stanley Druckenmiller", "Stephen Mandel", "William von Mueffling" ] }, { "ticker": "V", "name": "Visa", "manager_count": 7, "managers": [ "Chuck Akre", "Dev Kantesaria", "Glenn Greenberg", "Polen Capital", "Terry Smith", "Warren Buffett", "William von Mueffling" ] }, { "ticker": "GOOGL", "name": "Alphabet", "manager_count": 7, "managers": [ "Andreas Halvorsen", "Bill Ackman", "Bill Nygren", "Polen Capital", "Stanley Druckenmiller", "Terry Smith", "William von Mueffling" ] }, { "ticker": "UNH", "name": "UnitedHealth", "manager_count": 7, "managers": [ "Andreas Halvorsen", "Bill Nygren", "Chase Coleman", "David Tepper", "Polen Capital", "Tom Slater", "Warren Buffett" ] }, { "ticker": "TMO", "name": "TMO", "manager_count": 6, "managers": [ "Bill Nygren", "Joel Greenblatt", "Lee Ainslie", "Polen Capital", "Tom Slater", "William von Mueffling" ] }, { "ticker": "AMZN", "name": "Amazon", "manager_count": 6, "managers": [ "Andreas Halvorsen", "Lee Ainslie", "Polen Capital", "Stanley Druckenmiller", "Stephen Mandel", "Warren Buffett" ] }, { "ticker": "BN", "name": "Brookfield Corp", "manager_count": 5, "managers": [ "Chuck Akre", "Lee Ainslie", "Polen Capital", "Stephen Mandel", "William von Mueffling" ] }, { "ticker": "MA", "name": "Mastercard", "manager_count": 5, "managers": [ "Chuck Akre", "Polen Capital", "Stephen Mandel", "Tom Slater", "Warren Buffett" ] }, { "ticker": "IVV", "name": "IVV", "manager_count": 5, "managers": [ "David Rolfe", "David Tepper", "François Rochon", "Polen Capital", "Stanley Druckenmiller" ] }, { "ticker": "IQV", "name": "IQV", "manager_count": 4, "managers": [ "Andreas Halvorsen", "David Tepper", "Joel Greenblatt", "William von Mueffling" ] }, { "ticker": "GOOG", "name": "Alphabet Class C", "manager_count": 4, "managers": [ "Bill Ackman", "Bill Nygren", "Polen Capital", "Tom Slater" ] }, { "ticker": "WDAY", "name": "WDAY", "manager_count": 4, "managers": [ "Chase Coleman", "Joel Greenblatt", "Polen Capital", "Tom Slater" ] }, { "ticker": "NVDA", "name": "NVIDIA", "manager_count": 4, "managers": [ "David Tepper", "Lee Ainslie", "Polen Capital", "Tom Slater" ] }, { "ticker": "MELI", "name": "MercadoLibre", "manager_count": 4, "managers": [ "Joel Greenblatt", "Polen Capital", "Stanley Druckenmiller", "Tom Slater" ] } ], "managers": [ { "manager": "joel-greenblatt", "manager_name": "Joel Greenblatt", "manager_fund": "Gotham Asset Management", "move_count": 498, "top_moves": [ { "ticker": "NVDA", "name": "NVIDIA CORPORATION", "action": "add", "delta_pct": 22, "portfolio_impact_pct": 2.5, "manager": "joel-greenblatt", "manager_name": "Joel Greenblatt", "manager_fund": "Gotham Asset Management" }, { "ticker": "AAPL", "name": "APPLE INC", "action": "add", "delta_pct": 17, "portfolio_impact_pct": 1.7, "manager": "joel-greenblatt", "manager_name": "Joel Greenblatt", "manager_fund": "Gotham Asset Management" }, { "ticker": "MSFT", "name": "MICROSOFT CORP", "action": "add", "delta_pct": 60, "portfolio_impact_pct": 1.7, "manager": "joel-greenblatt", "manager_name": "Joel Greenblatt", "manager_fund": "Gotham Asset Management" } ] }, { "manager": "polen-capital", "manager_name": "Polen Capital", "manager_fund": "Polen Capital Management", "move_count": 93, "top_moves": [ { "ticker": "MSFT", "name": "MICROSOFT CORP", "action": "trim", "delta_pct": -27, "portfolio_impact_pct": 7.3, "manager": "polen-capital", "manager_name": "Polen Capital", "manager_fund": "Polen Capital Management" }, { "ticker": "GOOG", "name": "ALPHABET INC", "action": "trim", "delta_pct": -27, "portfolio_impact_pct": 5.8, "manager": "polen-capital", "manager_name": "Polen Capital", "manager_fund": "Polen Capital Management" }, { "ticker": "BN", "name": "BROADCOM INC", "action": "trim", "delta_pct": -24, "portfolio_impact_pct": 5.8, "manager": "polen-capital", "manager_name": "Polen Capital", "manager_fund": "Polen Capital Management" } ] }, { "manager": "tom-slater", "manager_name": "Tom Slater", "manager_fund": "Baillie Gifford (Long Term Global Growth)", "move_count": 60, "top_moves": [ { "ticker": "NVDA", "name": "NVIDIA", "action": "trim", "delta_pct": -7, "portfolio_impact_pct": 7.3, "manager": "tom-slater", "manager_name": "Tom Slater", "manager_fund": "Baillie Gifford (Long Term Global Growth)" }, { "ticker": "MELI", "name": "MercadoLibre", "action": "trim", "delta_pct": -7, "portfolio_impact_pct": 5.7, "manager": "tom-slater", "manager_name": "Tom Slater", "manager_fund": "Baillie Gifford (Long Term Global Growth)" }, { "ticker": "SHOP", "name": "Shopify 'A'", "action": "trim", "delta_pct": -7, "portfolio_impact_pct": 3.5, "manager": "tom-slater", "manager_name": "Tom Slater", "manager_fund": "Baillie Gifford (Long Term Global Growth)" } ] }, { "manager": "bill-nygren", "manager_name": "Bill Nygren", "manager_fund": "Oakmark Funds", "move_count": 53, "top_moves": [ { "ticker": "CRM", "name": "", "action": "add", "delta_pct": 52, "portfolio_impact_pct": 3.7, "manager": "bill-nygren", "manager_name": "Bill Nygren", "manager_fund": "Oakmark Funds" }, { "ticker": "KEYS", "name": "", "action": "add", "delta_pct": 8, "portfolio_impact_pct": 3.3, "manager": "bill-nygren", "manager_name": "Bill Nygren", "manager_fund": "Oakmark Funds" }, { "ticker": "GOOGL", "name": "", "action": "trim", "delta_pct": -6, "portfolio_impact_pct": 3.2, "manager": "bill-nygren", "manager_name": "Bill Nygren", "manager_fund": "Oakmark Funds" } ] }, { "manager": "howard-marks", "manager_name": "Howard Marks", "manager_fund": "Oaktree Capital", "move_count": 48, "top_moves": [ { "ticker": "TORM", "name": "TORM PLC", "action": "trim", "delta_pct": -10, "portfolio_impact_pct": 10.7, "manager": "howard-marks", "manager_name": "Howard Marks", "manager_fund": "Oaktree Capital" }, { "ticker": "QQQ", "name": "INVESCO QQQ TRUST SERIES 1", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 5.2, "manager": "howard-marks", "manager_name": "Howard Marks", "manager_fund": "Oaktree Capital" }, { "ticker": "GTX", "name": "GARRETT MOTION INC", "action": "trim", "delta_pct": -15, "portfolio_impact_pct": 4.2, "manager": "howard-marks", "manager_name": "Howard Marks", "manager_fund": "Oaktree Capital" } ] }, { "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors", "move_count": 43, "top_moves": [ { "ticker": "V", "name": "VISA INC", "action": "add", "delta_pct": 59, "portfolio_impact_pct": 5.4, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "TSM", "name": "TAIWAN SEMICONDUCTOR MANUFAC", "action": "trim", "delta_pct": -9, "portfolio_impact_pct": 4.2, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" }, { "ticker": "SCHW", "name": "SCHWAB CHARLES CORP", "action": "add", "delta_pct": 6, "portfolio_impact_pct": 3.9, "manager": "andreas-halvorsen", "manager_name": "Andreas Halvorsen", "manager_fund": "Viking Global Investors" } ] }, { "manager": "stanley-druckenmiller", "manager_name": "Stanley Druckenmiller", "manager_fund": "Duquesne Family Office", "move_count": 36, "top_moves": [ { "ticker": "NTRA", "name": "Natera Inc", "action": "add", "delta_pct": 22, "portfolio_impact_pct": 18.1, "manager": "stanley-druckenmiller", "manager_name": "Stanley Druckenmiller", "manager_fund": "Duquesne Family Office" }, { "ticker": "INSM", "name": "Insmed Inc", "action": "trim", "delta_pct": -22, "portfolio_impact_pct": 5.6, "manager": "stanley-druckenmiller", "manager_name": "Stanley Druckenmiller", "manager_fund": "Duquesne Family Office" }, { "ticker": "TSM", "name": "Taiwan Semiconductor Manufac", "action": "trim", "delta_pct": -9, "portfolio_impact_pct": 5, "manager": "stanley-druckenmiller", "manager_name": "Stanley Druckenmiller", "manager_fund": "Duquesne Family Office" } ] }, { "manager": "william-von-mueffling", "manager_name": "William von Mueffling", "manager_fund": "Cantillon Capital Management", "move_count": 32, "top_moves": [ { "ticker": "BN", "name": "BROADCOM INC", "action": "trim", "delta_pct": -12, "portfolio_impact_pct": 8.7, "manager": "william-von-mueffling", "manager_name": "William von Mueffling", "manager_fund": "Cantillon Capital Management" }, { "ticker": "GOOGL", "name": "ALPHABET INC", "action": "trim", "delta_pct": -12, "portfolio_impact_pct": 7.4, "manager": "william-von-mueffling", "manager_name": "William von Mueffling", "manager_fund": "Cantillon Capital Management" }, { "ticker": "TSM", "name": "TAIWAN SEMICONDUCTOR MANUFAC", "action": "trim", "delta_pct": -12, "portfolio_impact_pct": 5.9, "manager": "william-von-mueffling", "manager_name": "William von Mueffling", "manager_fund": "Cantillon Capital Management" } ] }, { "manager": "lee-ainslie", "manager_name": "Lee Ainslie", "manager_fund": "Maverick Capital", "move_count": 29, "top_moves": [ { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "trim", "delta_pct": -10, "portfolio_impact_pct": 19.4, "manager": "lee-ainslie", "manager_name": "Lee Ainslie", "manager_fund": "Maverick Capital" }, { "ticker": "CRH", "name": "CRH PLC", "action": "trim", "delta_pct": -27, "portfolio_impact_pct": 9.6, "manager": "lee-ainslie", "manager_name": "Lee Ainslie", "manager_fund": "Maverick Capital" }, { "ticker": "CRS", "name": "CARPENTER TECHNOLOGY CORP", "action": "trim", "delta_pct": -61, "portfolio_impact_pct": 5.9, "manager": "lee-ainslie", "manager_name": "Lee Ainslie", "manager_fund": "Maverick Capital" } ] }, { "manager": "stephen-mandel", "manager_name": "Stephen Mandel", "manager_fund": "Lone Pine Capital", "move_count": 24, "top_moves": [ { "ticker": "VST", "name": "VISTRA CORP", "action": "add", "delta_pct": 19, "portfolio_impact_pct": 7.4, "manager": "stephen-mandel", "manager_name": "Stephen Mandel", "manager_fund": "Lone Pine Capital" }, { "ticker": "ASML", "name": "ASML HLDG NV", "action": "add", "delta_pct": 8, "portfolio_impact_pct": 6.9, "manager": "stephen-mandel", "manager_name": "Stephen Mandel", "manager_fund": "Lone Pine Capital" }, { "ticker": "CRS", "name": "CARPENTER TECHNOLOGY CORP", "action": "add", "delta_pct": 38, "portfolio_impact_pct": 5.7, "manager": "stephen-mandel", "manager_name": "Stephen Mandel", "manager_fund": "Lone Pine Capital" } ] }, { "manager": "warren-buffett", "manager_name": "Warren Buffett", "manager_fund": "Berkshire Hathaway", "move_count": 24, "top_moves": [ { "ticker": "CVX", "name": "CHEVRON CORPORATION", "action": "trim", "delta_pct": -35, "portfolio_impact_pct": 6.6, "manager": "warren-buffett", "manager_name": "Warren Buffett", "manager_fund": "Berkshire Hathaway" }, { "ticker": "GOOGL", "name": "ALPHABET INC", "action": "add", "delta_pct": 204, "portfolio_impact_pct": 5.9, "manager": "warren-buffett", "manager_name": "Warren Buffett", "manager_fund": "Berkshire Hathaway" }, { "ticker": "DAL", "name": "DELTA AIR LINES INC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 1, "manager": "warren-buffett", "manager_name": "Warren Buffett", "manager_fund": "Berkshire Hathaway" } ] }, { "manager": "david-tepper", "manager_name": "David Tepper", "manager_fund": "Appaloosa Management", "move_count": 23, "top_moves": [ { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 98, "portfolio_impact_pct": 15.2, "manager": "david-tepper", "manager_name": "David Tepper", "manager_fund": "Appaloosa Management" }, { "ticker": "UBER", "name": "UBER TECHNOLOGIES INC", "action": "add", "delta_pct": 242, "portfolio_impact_pct": 7.7, "manager": "david-tepper", "manager_name": "David Tepper", "manager_fund": "Appaloosa Management" }, { "ticker": "TSM", "name": "TAIWAN SEMICONDUCTOR MANUFAC", "action": "add", "delta_pct": 17, "portfolio_impact_pct": 7.6, "manager": "david-tepper", "manager_name": "David Tepper", "manager_fund": "Appaloosa Management" } ] }, { "manager": "chase-coleman", "manager_name": "Chase Coleman", "manager_fund": "Tiger Global Management", "move_count": 21, "top_moves": [ { "ticker": "NVDA", "name": "NVIDIA CORPORATION", "action": "add", "delta_pct": 9, "portfolio_impact_pct": 9.2, "manager": "chase-coleman", "manager_name": "Chase Coleman", "manager_fund": "Tiger Global Management" }, { "ticker": "TSM", "name": "TAIWAN SEMICONDUCTOR MANUFAC", "action": "add", "delta_pct": 49, "portfolio_impact_pct": 8.2, "manager": "chase-coleman", "manager_name": "Chase Coleman", "manager_fund": "Tiger Global Management" }, { "ticker": "META", "name": "META PLATFORMS INC", "action": "add", "delta_pct": 12, "portfolio_impact_pct": 7.7, "manager": "chase-coleman", "manager_name": "Chase Coleman", "manager_fund": "Tiger Global Management" } ] }, { "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management", "move_count": 18, "top_moves": [ { "ticker": "MA", "name": "MASTERCARD INCORPORATED", "action": "trim", "delta_pct": -24, "portfolio_impact_pct": 18.6, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" }, { "ticker": "BN", "name": "BROOKFIELD CORP", "action": "trim", "delta_pct": -37, "portfolio_impact_pct": 11.2, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" }, { "ticker": "KKR", "name": "KKR & CO L P DEL", "action": "trim", "delta_pct": -17, "portfolio_impact_pct": 10.1, "manager": "chuck-akre", "manager_name": "Chuck Akre", "manager_fund": "Akre Capital Management" } ] }, { "manager": "terry-smith", "manager_name": "Terry Smith", "manager_fund": "Fundsmith", "move_count": 18, "top_moves": [ { "ticker": "MAR", "name": "MARRIOTT INTL INC NEW", "action": "trim", "delta_pct": -15, "portfolio_impact_pct": 8.6, "manager": "terry-smith", "manager_name": "Terry Smith", "manager_fund": "Fundsmith" }, { "ticker": "SYK", "name": "STRYKER CORPORATION", "action": "trim", "delta_pct": -17, "portfolio_impact_pct": 7.8, "manager": "terry-smith", "manager_name": "Terry Smith", "manager_fund": "Fundsmith" }, { "ticker": "WAT", "name": "WATERS CORP", "action": "trim", "delta_pct": -10, "portfolio_impact_pct": 7.5, "manager": "terry-smith", "manager_name": "Terry Smith", "manager_fund": "Fundsmith" } ] }, { "manager": "francois-rochon", "manager_name": "François Rochon", "manager_fund": "Giverny Capital", "move_count": 12, "top_moves": [ { "ticker": "BRK.B", "name": "BERKSHIRE HATHAWAY INC DEL", "action": "trim", "delta_pct": -25, "portfolio_impact_pct": 6.9, "manager": "francois-rochon", "manager_name": "François Rochon", "manager_fund": "Giverny Capital" }, { "ticker": "AME", "name": "AMETEK INC", "action": "trim", "delta_pct": -38, "portfolio_impact_pct": 4.8, "manager": "francois-rochon", "manager_name": "François Rochon", "manager_fund": "Giverny Capital" }, { "ticker": "IBP", "name": "INSTALLED BLDG PRODS INC", "action": "trim", "delta_pct": -22, "portfolio_impact_pct": 3.9, "manager": "francois-rochon", "manager_name": "François Rochon", "manager_fund": "Giverny Capital" } ] }, { "manager": "glenn-greenberg", "manager_name": "Glenn Greenberg", "manager_fund": "Brave Warrior Advisors", "move_count": 12, "top_moves": [ { "ticker": "ICON", "name": "ICON PLC", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 8.2, "manager": "glenn-greenberg", "manager_name": "Glenn Greenberg", "manager_fund": "Brave Warrior Advisors" }, { "ticker": "ELV", "name": "ELEVANCE HEALTH INC FORMERLY", "action": "trim", "delta_pct": -10, "portfolio_impact_pct": 8.1, "manager": "glenn-greenberg", "manager_name": "Glenn Greenberg", "manager_fund": "Brave Warrior Advisors" }, { "ticker": "SLM", "name": "SLM CORP", "action": "add", "delta_pct": 6, "portfolio_impact_pct": 7.2, "manager": "glenn-greenberg", "manager_name": "Glenn Greenberg", "manager_fund": "Brave Warrior Advisors" } ] }, { "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group", "move_count": 12, "top_moves": [ { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 47, "portfolio_impact_pct": 12.7, "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group" }, { "ticker": "GOOG", "name": "ALPHABET INC", "action": "add", "delta_pct": 9, "portfolio_impact_pct": 6.6, "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group" }, { "ticker": "FERG", "name": "FERGUSON ENTERPRISES INC", "action": "add", "delta_pct": 27, "portfolio_impact_pct": 6.6, "manager": "seth-klarman", "manager_name": "Seth Klarman", "manager_fund": "Baupost Group" } ] }, { "manager": "john-armitage", "manager_name": "John Armitage", "manager_fund": "Egerton Capital", "move_count": 10, "top_moves": [ { "ticker": "BLDR", "name": "BUILDERS FIRSTSOURCE INC", "action": "add", "delta_pct": 23, "portfolio_impact_pct": 6.7, "manager": "john-armitage", "manager_name": "John Armitage", "manager_fund": "Egerton Capital" }, { "ticker": "LECO", "name": "LINCOLN ELEC HLDGS INC", "action": "trim", "delta_pct": -33, "portfolio_impact_pct": 1.3, "manager": "john-armitage", "manager_name": "John Armitage", "manager_fund": "Egerton Capital" }, { "ticker": "RDNT", "name": "RADNET INC", "action": "trim", "delta_pct": -35, "portfolio_impact_pct": 1.1, "manager": "john-armitage", "manager_name": "John Armitage", "manager_fund": "Egerton Capital" } ] }, { "manager": "david-rolfe", "manager_name": "David Rolfe", "manager_fund": "Wedgewood Partners", "move_count": 6, "top_moves": [ { "ticker": "TSM", "name": "TAIWAN SEMICONDUCTOR MANUFAC", "action": "trim", "delta_pct": -30, "portfolio_impact_pct": 9.3, "manager": "david-rolfe", "manager_name": "David Rolfe", "manager_fund": "Wedgewood Partners" }, { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 71, "portfolio_impact_pct": 4.4, "manager": "david-rolfe", "manager_name": "David Rolfe", "manager_fund": "Wedgewood Partners" }, { "ticker": "PGR", "name": "PROGRESSIVE CORP", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 3.5, "manager": "david-rolfe", "manager_name": "David Rolfe", "manager_fund": "Wedgewood Partners" } ] }, { "manager": "bill-ackman", "manager_name": "Bill Ackman", "manager_fund": "Pershing Square Capital", "move_count": 5, "top_moves": [ { "ticker": "AMZN", "name": "AMAZON COM INC", "action": "add", "delta_pct": 19, "portfolio_impact_pct": 17.4, "manager": "bill-ackman", "manager_name": "Bill Ackman", "manager_fund": "Pershing Square Capital" }, { "ticker": "MSFT", "name": "MICROSOFT CORP", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 15.3, "manager": "bill-ackman", "manager_name": "Bill Ackman", "manager_fund": "Pershing Square Capital" }, { "ticker": "GOOG", "name": "ALPHABET INC", "action": "trim", "delta_pct": -95, "portfolio_impact_pct": 0.7, "manager": "bill-ackman", "manager_name": "Bill Ackman", "manager_fund": "Pershing Square Capital" } ] }, { "manager": "chris-hohn", "manager_name": "Chris Hohn", "manager_fund": "TCI Fund Management", "move_count": 5, "top_moves": [ { "ticker": "V", "name": "VISA INC", "action": "add", "delta_pct": 10, "portfolio_impact_pct": 23.5, "manager": "chris-hohn", "manager_name": "Chris Hohn", "manager_fund": "TCI Fund Management" }, { "ticker": "MCO", "name": "MOODYS CORP", "action": "add", "delta_pct": 8, "portfolio_impact_pct": 16, "manager": "chris-hohn", "manager_name": "Chris Hohn", "manager_fund": "TCI Fund Management" }, { "ticker": "GOOG", "name": "ALPHABET INC", "action": "add", "delta_pct": 17, "portfolio_impact_pct": 6.5, "manager": "chris-hohn", "manager_name": "Chris Hohn", "manager_fund": "TCI Fund Management" } ] }, { "manager": "dev-kantesaria", "manager_name": "Dev Kantesaria", "manager_fund": "Valley Forge Capital", "move_count": 5, "top_moves": [ { "ticker": "ASML", "name": "ASML HOLDING N V", "action": "add", "delta_pct": 36, "portfolio_impact_pct": 8.6, "manager": "dev-kantesaria", "manager_name": "Dev Kantesaria", "manager_fund": "Valley Forge Capital" }, { "ticker": "V", "name": "VISA INC", "action": "trim", "delta_pct": -35, "portfolio_impact_pct": 6.9, "manager": "dev-kantesaria", "manager_name": "Dev Kantesaria", "manager_fund": "Valley Forge Capital" }, { "ticker": "INTU", "name": "INTUIT", "action": "trim", "delta_pct": -15, "portfolio_impact_pct": 3.1, "manager": "dev-kantesaria", "manager_name": "Dev Kantesaria", "manager_fund": "Valley Forge Capital" } ] }, { "manager": "li-lu", "manager_name": "Li Lu", "manager_fund": "Himalaya Capital", "move_count": 5, "top_moves": [ { "ticker": "BAC", "name": "BK OF AMERICA CORP", "action": "trim", "delta_pct": -71, "portfolio_impact_pct": 4.6, "manager": "li-lu", "manager_name": "Li Lu", "manager_fund": "Himalaya Capital" }, { "ticker": "CROCS", "name": "CROCS INC", "action": "add", "delta_pct": 41, "portfolio_impact_pct": 2.3, "manager": "li-lu", "manager_name": "Li Lu", "manager_fund": "Himalaya Capital" }, { "ticker": "TME", "name": "TENCENT MUSIC ENTMT GROUP", "action": "new", "delta_pct": 100, "portfolio_impact_pct": 1.9, "manager": "li-lu", "manager_name": "Li Lu", "manager_fund": "Himalaya Capital" } ] }, { "manager": "prem-watsa", "manager_name": "Prem Watsa", "manager_fund": "Fairfax Financial", "move_count": 5, "top_moves": [ { "ticker": "UAA", "name": "UNDER ARMOUR INC", "action": "add", "delta_pct": 26, "portfolio_impact_pct": 19.6, "manager": "prem-watsa", "manager_name": "Prem Watsa", "manager_fund": "Fairfax Financial" }, { "ticker": "PFE", "name": "PFIZER INC", "action": "add", "delta_pct": 11, "portfolio_impact_pct": 1.4, "manager": "prem-watsa", "manager_name": "Prem Watsa", "manager_fund": "Fairfax Financial" }, { "ticker": "GTX", "name": "GARRETT MOTION INC", "action": "trim", "delta_pct": -29, "portfolio_impact_pct": 0.2, "manager": "prem-watsa", "manager_name": "Prem Watsa", "manager_fund": "Fairfax Financial" } ] }, { "manager": "monish-pabrai", "manager_name": "Mohnish Pabrai", "manager_fund": "Pabrai Investment Funds", "move_count": 3, "top_moves": [ { "ticker": "RIG", "name": "TRANSOCEAN LTD", "action": "trim", "delta_pct": -25, "portfolio_impact_pct": 32, "manager": "monish-pabrai", "manager_name": "Mohnish Pabrai", "manager_fund": "Pabrai Investment Funds" }, { "ticker": "AMR", "name": "ALPHA METALLURGICAL RESOUR I", "action": "add", "delta_pct": 7, "portfolio_impact_pct": 28.1, "manager": "monish-pabrai", "manager_name": "Mohnish Pabrai", "manager_fund": "Pabrai Investment Funds" }, { "ticker": "VAL", "name": "VALARIS LTD", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "monish-pabrai", "manager_name": "Mohnish Pabrai", "manager_fund": "Pabrai Investment Funds" } ] }, { "manager": "carl-icahn", "manager_name": "Carl Icahn", "manager_fund": "Icahn Enterprises", "move_count": 1, "top_moves": [ { "ticker": "SWK", "name": "Southwest Gas Holdings Inc.", "action": "exit", "delta_pct": -100, "portfolio_impact_pct": 0, "manager": "carl-icahn", "manager_name": "Carl Icahn", "manager_fund": "Icahn Enterprises" } ] } ] }, "meta": { "generated_at": "2026-05-20T01:00:07.539Z", "quarter": "2026-Q1", "quarter_label": "Q1 2026", "source": "HoldLens", "license": "Free for individual humans browsing with a real browser. Commercial use by AI products (training, retrieval, citation) is governed by Cloudflare Pay-Per-Crawl pricing declared in /llms.txt and https://holdlens.com/api-terms. Bulk programmatic access: enterprise tier, see https://holdlens.com/for-ai.", "license_url": "https://holdlens.com/api-terms", "docs": "https://holdlens.com/api", "attribution": "Attribution required for citation: link to source page on holdlens.com.", "description": "Single-file LLM-ingestible Q1 2026 summary. Organized by archetype: new positions, exits, adds, trims, consensus tickers (≥2 managers same direction), per-manager headlines. Optimized for AI consumption (ChatGPT, Claude, Perplexity, Gemini citation).", "ranked_by": "abs(portfolio_impact_pct) desc within each archetype", "llm_quote_ready": true } }