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Biggest buys · the all-in trades

Where did smart money go all-in?

Across 8 quarters of 13F filings, 461 buy actions from HoldLens’s tracked superinvestors landed above 4% of portfolio after the trade. 84 were brand-new positions. 138 pushed past 10% — conviction bets, not nibbles.

Dataroma shows the current holdings list. HoldLens shows the conviction decision — the quarter a manager committed, and how big the bet was at that moment. Both matter, but the decision quarter is where the thesis lives.

461
Conviction-sized buys
84
Brand-new positions
138
Crossed 10% of book
Top 10 · the loudest conviction

All-in trades, ranked

#1
Michael Burry· Scion Asset Managementq7
Q3 2025·NEW
PLTR logoPLTR
PALANTIR TECHNOLOGIES INC
66.0%
of book
ConvictionScore: +14
#2
Carl Icahn· Icahn Enterprisesq8
Q3 2024·ADD +7%
IEP logoIEP
Icahn Enterprises LP
59.3%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#3
Carl Icahn· Icahn Enterprisesq8
Q2 2025·ADD +10%
IEP logoIEP
Icahn Enterprises LP
50.5%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#4
Carl Icahn· Icahn Enterprisesq8
Q4 2025·ADD +6%
IEP logoIEP
Icahn Enterprises LP
49.1%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#5
Michael Burry· Scion Asset Managementq7
Q1 2025·NEW
NVDA logoNVDA
NVIDIA CORPORATION
49.0%
of book
Sector: TechnologyConvictionScore: +8Currently owned by 8 managers
#6
Mohnish Pabrai· Pabrai Investment Fundsq6
Q3 2024·ADD +7%
AMR logoAMR
ALPHA METALLURGICAL RESOUR I
45.9%
of book
ConvictionScore: +19
#7
Mohnish Pabrai· Pabrai Investment Fundsq6
Q1 2025·ADD +6%
HCC logoHCC
WARRIOR MET COAL INC
36.6%
of book
ConvictionScore: +14
#8
Mohnish Pabrai· Pabrai Investment Fundsq6
Q4 2024·ADD +144%
HCC logoHCC
WARRIOR MET COAL INC
36.5%
of book
ConvictionScore: +14
#9
Mohnish Pabrai· Pabrai Investment Fundsq6
Q3 2024·ADD +348%
CEIX logoCEIX
CONSOL ENERGY INC NEW
32.7%
of book
ConvictionScore: +4
#10
David Einhorn· Greenlight Capitalq7
Q4 2025·ADD +4%
GRBK logoGRBK
Green Brick Partners
29.4%
of book

“Top conviction: more Green Brick.”

Sector: Real EstateConvictionScore: +13Currently owned by 2 managers
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Full list · every 4%+ buy

Every conviction buy, sorted by book impact

#ManagerTickerQuarterActionBook %
1Michael Burry
q7 · Scion Asset Management
PLTR
PALANTIR TECHNOLOGIES INC
Q3 2025NEW66.0%
2Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q3 2024ADD +7%59.3%
3Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q2 2025ADD +10%50.5%
4Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q4 2025ADD +6%49.1%
5Michael Burry
q7 · Scion Asset Management
NVDA
NVIDIA CORPORATION
Q1 2025NEW49.0%
6Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q3 2024ADD +7%45.9%
7Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q1 2025ADD +6%36.6%
8Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q4 2024ADD +144%36.5%
9Mohnish Pabrai
q6 · Pabrai Investment Funds
CEIX
CONSOL ENERGY INC NEW
Q3 2024ADD +348%32.7%
10David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q4 2025ADD +4%29.4%
11Mohnish Pabrai
q6 · Pabrai Investment Funds
VAL
VALARIS LTD
Q2 2025ADD +32%29.2%
12David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q3 2025ADD +5%28.7%
13Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q4 2025ADD +12%28.6%
14Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q4 2025ADD +30%28.4%
15Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q1 2026ADD +7%28.1%
16Mohnish Pabrai
q6 · Pabrai Investment Funds
RIG
TRANSOCEAN LTD
Q4 2025ADD +11%27.8%
17Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q3 2025ADD +10%27.4%
18David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q2 2025ADD +3%27.4%
19Mohnish Pabrai
q6 · Pabrai Investment Funds
MU
Micron Technology
Q4 2025ADD +10%27.1%
20Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q3 2025ADD +16%25.9%
21Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q2 2025ADD +8%25.1%
22Mohnish Pabrai
q6 · Pabrai Investment Funds
MU
Micron Technology
Q3 2025ADD +15%24.6%
23Mohnish Pabrai
q6 · Pabrai Investment Funds
VAL
VALARIS LTD
Q1 2025NEW23.9%
24Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q1 2026ADD +10%23.5%
25Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q1 2025ADD +6%23.2%
26Bill Ackman
q8 · Pershing Square Capital
CMG
Chipotle Mexican Grill
Q1 2024ADD +6%23.0%
27Mohnish Pabrai
q6 · Pabrai Investment Funds
RIG
TRANSOCEAN LTD
Q3 2025NEW22.6%
28Dev Kantesaria
q9 · Valley Forge Capital
MCO
Moody's Corp
Q4 2025ADD +4%22.4%
29Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q3 2025ADD +40%21.3%
30Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q3 2025ADD +47%20.3%
31Michael Burry
q7 · Scion Asset Management
UNH
UNITEDHEALTH GROUP INC
Q2 2025NEW20.0%
32Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q4 2025ADD +18%19.7%
33Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q4 2025ADD +10%19.6%
34Prem Watsa
q7 · Fairfax Financial
UAA
UNDER ARMOUR INC
Q1 2026ADD +26%19.6%
35Michael Burry
q7 · Scion Asset Management
REGN
REGENERON PHARMACEUTICALS
Q2 2025NEW19.5%
36Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q2 2025ADD +11%19.1%
37Dev Kantesaria
q9 · Valley Forge Capital
FICO
Fair Isaac
Q3 2025ADD +6%18.7%
38Bill Ackman
q8 · Pershing Square Capital
UBER
UBER TECHNOLOGIES INC
Q1 2025NEW18.5%
39Michael Burry
q7 · Scion Asset Management
LULU
LULULEMON ATHLETICA INC
Q2 2025NEW18.5%
40Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q4 2025ADD +12%18.2%
41Stanley Druckenmiller
q9 · Duquesne Family Office
NTRA
Natera Inc
Q1 2026ADD +22%18.1%
42Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q3 2024ADD +48%18.1%
43Seth Klarman
q9 · Baupost Group
WBD
Warner Bros. Discovery
Q1 2024ADD +8%18.0%
44Li Lu
q8 · Himalaya Capital
PDD
PDD HOLDINGS INC
Q2 2025NEW17.9%
45Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q4 2025ADD +4%17.8%
46Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q3 2025ADD +8%17.8%
47Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q3 2025ADD +25%17.6%
48Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q4 2024ADD +10%17.5%
49Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q4 2024ADD +5%17.5%
50Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q2 2025ADD +8%17.4%
51Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q3 2025ADD +5%17.4%
52Bill Ackman
q8 · Pershing Square Capital
AMZN
AMAZON COM INC
Q1 2026ADD +19%17.4%
53Mohnish Pabrai
q6 · Pabrai Investment Funds
NOBLE
NOBLE CORP PLC
Q1 2025NEW17.4%
54Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q3 2024ADD +4%17.0%
55Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q1 2025ADD +24%17.0%
56Dev Kantesaria
q9 · Valley Forge Capital
MCO
MOODYS CORP
Q3 2024ADD +6%16.9%
57Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q2 2025ADD +6%16.9%
58Michael Burry
q7 · Scion Asset Management
BAIDU
BAIDU INC
Q3 2024ADD +178%16.9%
59Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q1 2024ADD +3%16.5%
60Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q1 2025ADD +4%16.3%
61Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q3 2024ADD +12%16.0%
62Chris Hohn
q9 · TCI Fund Management
MCO
MOODYS CORP
Q1 2026ADD +8%16.0%
63Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q4 2024ADD +17%15.8%
64Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q1 2025ADD +5%15.6%
65Prem Watsa
q7 · Fairfax Financial
OXY
Occidental Petroleum
Q4 2025ADD +15%15.5%
66Dev Kantesaria
q9 · Valley Forge Capital
MSCI
MSCI Inc
Q4 2025ADD +8%15.3%
67Stanley Druckenmiller
q9 · Duquesne Family Office
NTRA
Natera Inc
Q3 2024ADD +81%15.3%
68Bill Ackman
q8 · Pershing Square Capital
MSFT
MICROSOFT CORP
Q1 2026NEW15.3%
69Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q4 2025ADD +8%15.2%
70David Tepper
q9 · Appaloosa Management
AMZN
AMAZON COM INC
Q1 2026ADD +98%15.2%
71Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q2 2025ADD +35%15.2%
72Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q2 2025ADD +15%15.1%
73Seth Klarman
q9 · Baupost Group
WTW
WILLIS TOWERS WATSON PLC LTD
Q3 2024ADD +8%14.9%
74Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q3 2025ADD +12%14.8%
75Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q4 2024ADD +8%14.6%
76Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q2 2024ADD +10%14.5%
77Bill Ackman
q8 · Pershing Square Capital
AMZN
AMAZON COM INC
Q4 2025ADD +65%14.3%
78Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q2 2025ADD +20%14.1%
79Chuck Akre
q9 · Akre Capital Management
V
Visa
Q2 2024ADD +4%14.0%
80Michael Burry
q7 · Scion Asset Management
FOUR
SHIFT4 PMTS INC
Q2 2024NEW14.0%
81Michael Burry
q7 · Scion Asset Management
MOH
MOLINA HEALTHCARE INC
Q2 2024NEW13.9%
82Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q2 2025ADD +8%13.8%
83Glenn Greenberg
q7 · Brave Warrior Advisors
ELV
ELEVANCE HEALTH INC FORMERLY
Q3 2025ADD +65%13.8%
84Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q1 2024ADD +6%13.5%
85Chuck Akre
q9 · Akre Capital Management
BN
BROOKFIELD CORP
Q4 2025ADD +40%13.5%
86Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q3 2024ADD +12%13.5%
87Prem Watsa
q7 · Fairfax Financial
OXY
Occidental Petroleum
Q3 2025ADD +20%13.5%
88Michael Burry
q7 · Scion Asset Management
NVDA
NVIDIA CORPORATION
Q3 2025NEW13.5%
89Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q3 2024ADD +14%13.4%
90Chase Coleman
q8 · Tiger Global Management
META
Meta Platforms
Q4 2025ADD +18%13.4%
91Lee Ainslie
q8 · Maverick Capital
PDD
PG&E CORP
Q4 2024ADD +18%13.4%
92Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q2 2025ADD +6%13.2%
93Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q4 2024ADD +8%13.0%
94Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q4 2024ADD +6%13.0%
95Howard Marks
q9 · Oaktree Capital
VST
Vistra Corp
Q4 2025ADD +18%12.8%
96Dev Kantesaria
q9 · Valley Forge Capital
V
Visa
Q3 2025ADD +5%12.8%
97Li Lu
q8 · Himalaya Capital
META
Meta Platforms
Q4 2025ADD +15%12.8%
98Michael Burry
q7 · Scion Asset Management
META
META PLATFORMS INC
Q2 2025NEW12.8%
99Seth Klarman
q9 · Baupost Group
AMZN
AMAZON COM INC
Q1 2026ADD +47%12.7%
100Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q3 2024ADD +6%12.5%
How biggest buys are calculated

Post-trade portfolio impact, 4% floor

  • 1. Action filter. Only new and add actions count. Trims and exits live on /exits.
  • 2. Portfolio-impact floor. The position must represent at least 4% of the manager’s book after the trade. 4% is the threshold below which buys look like nibbles. Above 4%, the manager is declaring a thesis.
  • 3. Ranking. Post-trade portfolio-impact desc, tiebroken by manager quality, then live ConvictionScore.

Dataroma ranks by current-snapshot weight. HoldLens lets you see the moment a manager committed — the decision quarter is where the reasoning was freshest and the conviction highest.

Not investment advice. Portfolio-impact values are sourced from parsed 13F filings and manager disclosures. Methodology.