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Quarterly recap

Q1 2026 superinvestor recap

What the 10 tracked superinvestors bought, sold, and held in Q1 2026. 13F filings are due 45 days after quarter-end, so this recap reflects filings through May 15, 2026.

Top consensus positions

Ranked by number of tracked superinvestors holding the position. Higher = stronger consensus.

#TickerCompanyOwners
1BABAAlibaba3
2GOOGAlphabet Class C3
3BACBank of America2
4AAPLApple Inc.2
5METAMeta Platforms2
6MSFTMicrosoft2
7OXYOccidental Petroleum2
8IEPIcahn Enterprises (own)1
9GRBKGreen Brick Partners1
10MUMicron Technology1

All tracked managers this period

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Based on public SEC 13F filings. Methodology. Not investment advice.