Q2 2025 — superinvestor 13F recap
1071 tracked 13F moves filed by 30 managers across 552 tickers. Filed with the SEC on 2025-08-14.
147 new positions · 485 adds · 361 trims · 78 exits. Net action: +193.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
Top 10 busiest managers in Q2 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 493 |
| 2 | Polen Capital Polen Capital Management | 85 |
| 3 | Bill Nygren Oakmark Funds | 69 |
| 4 | Andreas Halvorsen Viking Global Investors | 55 |
| 5 | Howard Marks Oaktree Capital | 49 |
| 6 | Stanley Druckenmiller Duquesne Family Office | 46 |
| 7 | Tom Slater Baillie Gifford (Long Term Global Growth) | 43 |
| 8 | Lee Ainslie Maverick Capital | 27 |
| 9 | David Tepper Appaloosa Management | 25 |
| 10 | Glenn Greenberg Brave Warrior Advisors | 18 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 503 | 336 | +167 |
| Financials | 36 | 26 | +10 |
| Consumer Discretionary | 11 | 5 | +6 |
| Industrials | 9 | 3 | +6 |
| Utilities | 6 | 3 | +3 |
| Energy | 4 | 2 | +2 |
| Real Estate | 4 | 2 | +2 |
| Healthcare | 7 | 5 | +2 |
| Consumer Staples | 1 | 1 | +0 |
| Materials | 1 | 1 | +0 |
| Technology | 46 | 47 | -1 |
| Communication | 4 | 8 | -4 |
Frequently asked questions
How many 13F moves filed in Q2 2025?
1071 tracked 13F moves filed in Q2 2025: 147 new positions, 485 adds, 361 trims, 78 exits. Across 30 active managers and 552 unique tickers. Filed with SEC 2025-08-14.
Were superinvestors net buyers or sellers in Q2 2025?
Q2 2025 net action: 632 buy-side moves (147 new + 485 adds) vs 439 sell-side moves (361 trims + 78 exits). Net: +193 (net accumulation). Full breakdown by sector + manager below.
When are Q2 2025 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q2 2025 filings completed by 2025-08-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q2 2025 13F data come from?
SEC EDGAR Form 13F-HR filings (45-day statutory lag from quarter-end). HoldLens federates positions across 82 tracked superinvestors and computes deltas (new / add / trim / exit) per ticker per filing. Quarterly cadence; Q2 2025 = SEC filing window ending 2025-08-14.
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.