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Quarter digest
Q1 2026 — superinvestor 13F recap
1099 tracked 13F moves filed by 27 managers across 537 tickers. Filed with the SEC on 2026-05-15.
92 new positions · 461 adds · 401 trims · 145 exits. Net action: +7.
1099
Total moves
553
Buys (new + add)
546
Sells (trim + exit)
92
Fresh money
Fresh money · top new positions
What they bought for the first time
AAPL
NEW
APPLE INC
Andreas Halvorsen · 2.6%
FEDEX
NEW
FEDEX CORP
Andreas Halvorsen · 1.9%
META
NEW
META PLATFORMS INC
Andreas Halvorsen · 1.7%
ATI
NEW
ATI INC
Andreas Halvorsen · 1.4%
WAT
NEW
WATERS CORP
Andreas Halvorsen · 1.0%
LULU
NEW
LULULEMON ATHLETICA INC
Andreas Halvorsen · 0.4%
EW
NEW
EDWARDS LIFESCIENCES CORP
Andreas Halvorsen · 0.2%
MSFT
NEW
MICROSOFT CORP
Bill Ackman · 15.3%
ACN
NEW
Bill Nygren · 0.8%
Full exits · capitulation feed
What they fully walked away from
AMD
EXIT
ADVANCED MICRO DEVICES INC
Andreas Halvorsen
CHEWY
EXIT
CHEWY INC
Andreas Halvorsen
UBS
EXIT
UBS GROUP AG
Andreas Halvorsen
UNH
EXIT
UNITEDHEALTH GROUP INC
Andreas Halvorsen
SAIA
EXIT
SAIA INC
Andreas Halvorsen
TW
EXIT
TRADEWEB MKTS INC
Andreas Halvorsen
BAC
EXIT
BANK AMERICA CORP
Andreas Halvorsen
BSX
EXIT
BOSTON SCIENTIFIC CORP
Andreas Halvorsen
FIGMA
EXIT
FIGMA INC
Andreas Halvorsen
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Remove with Pro →Most-traded · buyers vs sellers in Q1 2026
The 15 tickers that moved most
| Ticker | Buyers | Sellers |
|---|---|---|
| MSFT MICROSOFT CORP | 4 | 9 |
| V VISA INC | 5 | 7 |
| GOOGL ALPHABET INC | 5 | 7 |
| AMZN AMAZON COM INC | 6 | 6 |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 2 | 8 |
| BN | 4 | 5 |
| META META PLATFORMS INC | 5 | 3 |
| UNH UNITEDHEALTH GROUP INC | 1 | 7 |
| GOOG ALPHABET INC | 4 | 4 |
| TMO THERMO FISHER SCIENTIFIC INC | 1 | 6 |
| SEA SEA LTD | 5 | 1 |
| AON AON PLC | 3 | 3 |
| CSGP COSTAR GROUP INC | 3 | 3 |
| CRM | 3 | 3 |
| NVDA NVIDIA CORPORATION | 2 | 4 |
Active managers · who moved most
Top 10 busiest managers in Q1 2026
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 496 |
| 2 | Polen Capital Polen Capital Management | 93 |
| 3 | Tom Slater Baillie Gifford (Long Term Global Growth) | 60 |
| 4 | Bill Nygren Oakmark Funds | 53 |
| 5 | Howard Marks Oaktree Capital | 48 |
| 6 | Andreas Halvorsen Viking Global Investors | 43 |
| 7 | Stanley Druckenmiller Duquesne Family Office | 36 |
| 8 | William von Mueffling Cantillon Capital Management | 32 |
| 9 | Lee Ainslie Maverick Capital | 29 |
| 10 | Stephen Mandel Lone Pine Capital | 24 |
Sector net flow · Q1 2026
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 453 | 412 | +41 |
| Communication | 8 | 5 | +3 |
| Industrials | 6 | 4 | +2 |
| Utilities | 4 | 2 | +2 |
| Real Estate | 3 | 2 | +1 |
| Energy | 3 | 2 | +1 |
| Materials | 1 | 0 | +1 |
| Consumer Staples | 0 | 2 | -2 |
| Healthcare | 2 | 9 | -7 |
| Consumer Discretionary | 5 | 15 | -10 |
| Financials | 28 | 39 | -11 |
| Technology | 40 | 54 | -14 |
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Based on publicly filed 13Fs for Q1 2026, filed with the SEC on 2026-05-15. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.