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Quarter digest
Q2 2025 — superinvestor 13F recap
596 tracked 13F moves filed by 24 managers across 389 tickers. Filed with the SEC on 2025-08-14.
79 new positions · 288 adds · 188 trims · 41 exits. Net action: +138.
596
Total moves
367
Buys (new + add)
229
Sells (trim + exit)
79
Fresh money
Fresh money · top new positions
What they bought for the first time
META
NEW
Meta Platforms
Jeffrey Ubben · 6.2%
BLOCK
NEW
BLOCK INC
Andreas Halvorsen · 1.1%
LLY
NEW
ELI LILLY & CO
Andreas Halvorsen · 0.9%
AMD
NEW
ADVANCED MICRO DEVICES INC
Andreas Halvorsen · 0.8%
SAIA
NEW
SAIA INC
Andreas Halvorsen · 0.7%
CRM
NEW
CME GROUP INC
Andreas Halvorsen · 0.5%
UBS
NEW
UBS GROUP AG
Andreas Halvorsen · 0.3%
AMZN
NEW
AMAZON COM INC
Bill Ackman · 9.3%
ETORO
NEW
ETORO GROUP LTD
Chase Coleman
Full exits · capitulation feed
What they fully walked away from
UNH
EXIT
UNITEDHEALTH GROUP INC
Andreas Halvorsen
INTU
EXIT
INTUIT
Andreas Halvorsen
NFLX
EXIT
NETFLIX INC
Andreas Halvorsen
CB
EXIT
CHUBB LIMITED
Andreas Halvorsen
ALL
EXIT
ALLSTATE CORP
Andreas Halvorsen
PGR
EXIT
PROGRESSIVE CORP
Andreas Halvorsen
SPOT
EXIT
SPOTIFY TECHNOLOGY S A
Andreas Halvorsen
DANA
EXIT
Dana Inc.
Carl Icahn
PDD
EXIT
PDD HOLDINGS INC
Chase Coleman
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Most-traded · buyers vs sellers in Q2 2025
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q2 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 346 |
| 2 | Polen Capital Polen Capital Management | 45 |
| 3 | Andreas Halvorsen Viking Global Investors | 37 |
| 4 | Howard Marks Oaktree Capital | 29 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 27 |
| 6 | Lee Ainslie Maverick Capital | 16 |
| 7 | Warren Buffett Berkshire Hathaway | 13 |
| 8 | Stephen Mandel Lone Pine Capital | 13 |
| 9 | Chase Coleman Tiger Global Management | 12 |
| 10 | Terry Smith Fundsmith | 9 |
Sector net flow · Q2 2025
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 298 | 181 | +117 |
| Financials | 21 | 12 | +9 |
| Consumer Discretionary | 5 | 1 | +4 |
| Technology | 27 | 24 | +3 |
| Utilities | 3 | 0 | +3 |
| Real Estate | 3 | 1 | +2 |
| Healthcare | 5 | 3 | +2 |
| Industrials | 1 | 0 | +1 |
| Energy | 2 | 2 | +0 |
| Consumer Staples | 1 | 1 | +0 |
| Communication | 1 | 4 | -3 |
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Based on publicly filed 13Fs for Q2 2025, filed with the SEC on 2025-08-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.