Q2 2026 — superinvestor 13F recap
1100 tracked 13F moves filed by 26 managers across 541 tickers. Filed with the SEC on 2026-08-14.
124 new positions · 461 adds · 399 trims · 116 exits. Net action: +70.
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 2026
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 489 |
| 2 | Polen Capital Polen Capital Management | 84 |
| 3 | Tom Slater Baillie Gifford (Long Term Global Growth) | 76 |
| 4 | Bill Nygren Oakmark Funds | 50 |
| 5 | Andreas Halvorsen Viking Global Investors | 47 |
| 6 | Howard Marks Oaktree Capital | 40 |
| 7 | Stanley Druckenmiller Duquesne Family Office | 40 |
| 8 | William von Mueffling Cantillon Capital Management | 35 |
| 9 | Chase Coleman Tiger Global Management | 31 |
| 10 | Stephen Mandel Lone Pine Capital | 28 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 470 | 378 | +92 |
| Utilities | 4 | 2 | +2 |
| Consumer Staples | 3 | 1 | +2 |
| Healthcare | 4 | 4 | +0 |
| Industrials | 5 | 5 | +0 |
| Energy | 2 | 2 | +0 |
| Real Estate | 2 | 3 | -1 |
| Consumer Discretionary | 8 | 11 | -3 |
| Technology | 48 | 53 | -5 |
| Financials | 37 | 44 | -7 |
| Communication | 2 | 12 | -10 |
Frequently asked questions
How many 13F moves filed in Q2 2026?
1100 tracked 13F moves filed in Q2 2026: 124 new positions, 461 adds, 399 trims, 116 exits. Across 26 active managers and 541 unique tickers. Filed with SEC 2026-08-14.
Were superinvestors net buyers or sellers in Q2 2026?
Q2 2026 net action: 585 buy-side moves (124 new + 461 adds) vs 515 sell-side moves (399 trims + 116 exits). Net: +70 (net accumulation). Full breakdown by sector + manager below.
When are Q2 2026 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q2 2026 filings completed by 2026-08-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q2 2026 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 2026 = SEC filing window ending 2026-08-14.
Based on publicly filed 13Fs for Q2 2026, filed with the SEC on 2026-08-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.