Fresh money · Q1 2026

New positions from the best investors

Every brand-new position opened this quarter across 30 tracked superinvestors, ranked by a combined signal: position % × manager quality × (1 + ConvictionScore/100). Fresh money with size and consensus behind it sits at the top.

92 new positions this quarter · top 50 shown · Dataroma lists new buys chronologically, HoldLens ranks them.

#1 · Pershing Square Capital

MSFT

Microsoft

15.3% position·−8

#2 · Brave Warrior Advisors

ICON

8.2% position·−12

#3 · Oaktree Capital

QQQ

5.2% position·+1

Top 50 new positions, ranked

Filed Q1 2026

#	Ticker	Manager	Position	Score	Combined
1	MSFT Microsoft	Bill Ackman Pershing Square Capital	15.3%	−8	122.4
2	ICON ICON	Glenn Greenberg Brave Warrior Advisors	8.2%	−12	57.4
3	QQQ QQQ	Howard Marks Oaktree Capital★	5.2%	+1	47.3
4	AON AON	Seth Klarman Baupost Group★	4.9%	−16	44.1
5	V Visa	Seth Klarman Baupost Group★	4.1%	−14	36.9
6	PGR PGR	David Rolfe Wedgewood Partners★	3.5%	0	31.5
7	ADP ADP	François Rochon Giverny Capital★	3.1%	−15	27.9
8	MCK MCK	Stephen Mandel Lone Pine Capital★	2.7%	−3	24.3
9	CRM CRM	Chuck Akre Akre Capital Management★	2.5%	−7	22.5
10	CIENA CIENA	Stephen Mandel Lone Pine Capital★	2.5%	−6	22.5
11	AAPL Apple Inc.	Andreas Halvorsen Viking Global Investors	2.6%	−20	20.8
12	META Meta Platforms	Lee Ainslie Maverick Capital	2.5%	+3	20.6
13	GOOGL Alphabet	Lee Ainslie Maverick Capital	2.4%	−26	19.2
14	NOW ServiceNow	Chuck Akre Akre Capital Management★	1.9%	+8	18.5
15	BN Brookfield Corp	Stanley Druckenmiller Duquesne Family Office★	1.8%	+12	18.1
16	PBR PBR	Howard Marks Oaktree Capital★	2.0%	−4	18.0
17	GOOGL Alphabet	Chris Hohn TCI Fund Management★	1.8%	−26	16.2
18	GLD GLD	Lee Ainslie Maverick Capital	2.0%	−6	16.0
19	META Meta Platforms	Polen Capital Polen Capital Management	1.9%	+3	15.7
20	ARGAN ARGAN	Stephen Mandel Lone Pine Capital★	1.7%	−12	15.3
21	FEDEX FEDEX	Andreas Halvorsen Viking Global Investors	1.9%	−3	15.2
22	TME TME	Li Lu Himalaya Capital	1.9%	−10	15.2
23	MCO Moody's Corp	Li Lu Himalaya Capital	1.6%	+16	14.8
24	META Meta Platforms	Andreas Halvorsen Viking Global Investors	1.7%	+3	14.0
25	LRCX LRCX	Polen Capital Polen Capital Management	1.6%	−5	12.8
26	SPOT Spotify	William von Mueffling Cantillon Capital Management	1.5%	0	12.0
27	ATI ATI	Andreas Halvorsen Viking Global Investors	1.4%	−5	11.2
28	DAL DAL	Warren Buffett Berkshire Hathaway★	1.0%	−12	10.0
29	WAT WAT	Andreas Halvorsen Viking Global Investors	1.0%	+2	8.2
30	MELI MercadoLibre	Chase Coleman Tiger Global Management	1.0%	−1	8.0
31	DNOW DNOW	Seth Klarman Baupost Group★	0.8%	−11	7.2
32	ASML ASML	Lee Ainslie Maverick Capital	0.8%	+11	7.1
33	KLA KLA	Lee Ainslie Maverick Capital	0.8%	−8	6.4
34	LRCX LRCX	Lee Ainslie Maverick Capital	0.8%	−5	6.4
35	Q2 Q2	Howard Marks Oaktree Capital★	0.7%	−5	6.3
36	YPF YPF	Howard Marks Oaktree Capital★	0.7%	−4	6.3
37	ROP ROP	Bill Nygren Oakmark Funds	0.8%	+9	6.1
38	JABIL JABIL	Stanley Druckenmiller Duquesne Family Office★	0.6%	+9	5.9
39	ACN ACN	Bill Nygren Oakmark Funds	0.8%	−6	5.6
40	LINDE LINDE	Stanley Druckenmiller Duquesne Family Office★	0.6%	+2	5.5
41	NUVB NUVB	Stanley Druckenmiller Duquesne Family Office★	0.6%	+2	5.5
42	STX Seagate Technology	Stanley Druckenmiller Duquesne Family Office★	0.6%	+1	5.5
43	AAON AAON	François Rochon Giverny Capital★	0.6%	−9	5.4
44	ADBE ADBE	Bill Nygren Oakmark Funds	0.7%	−4	4.9
45	ARM ARM	Stanley Druckenmiller Duquesne Family Office★	0.5%	+4	4.7
46	INTC INTC	Stanley Druckenmiller Duquesne Family Office★	0.5%	+2	4.6
47	FOUR FOUR	Howard Marks Oaktree Capital★	0.4%	+14	4.1
48	GOOG Alphabet Class C	Warren Buffett Berkshire Hathaway★	0.4%	−1	4.0
49	GOOGL Alphabet	Stephen Mandel Lone Pine Capital★	0.4%	−26	3.6
50	LULU LULU	Andreas Halvorsen Viking Global Investors	0.4%	+8	3.5

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Where fresh money went, by sector

Other

Technology

Financials

Consumer Discretionary

Communication

Industrials

Busiest managers — most new positions

1Joel Greenblatt

2Polen Capital

3Stanley Druckenmiller

4Howard Marks

5Andreas Halvorsen

Managers rotating hardest this quarter. Cross-reference with /leaderboard to see whose new bets tend to work out.

Why this beats Dataroma

Dataroma lists new buys chronologically, one manager at a time.
HoldLens ranks every new position by size × quality × conviction so the bets that matter float to the top.
Sector breakdown + busiest-managers panel show where fresh money is concentrating — the early signal that starts sector rotations.
Every row cross-links to the full ConvictionScore breakdown on /signal/[ticker].

Trade with the smartest money

New positions are the freshest signal. For the full conviction story start with Best stocks now, Big bets, and Sector rotation.

/best-now /big-bets /value /rotation /compare/managers