Communication
6 communication tickers held by tracked superinvestors, ranked by ConvictionScore — not by popularity or market cap.
Sector averages: conviction −2 · 0 strong buys · 0 strong sells.
Buyers vs sellers inside Communication
| Quarter | Buy actions | Sell actions | Net |
|---|---|---|---|
| Q1 2026 | 8 | 5 | +3 |
| Q4 2025 | 13 | 4 | +9 |
| Q3 2025 | 5 | 6 | -1 |
| Q2 2025 | 4 | 8 | -4 |
Every communication stock held, sorted by conviction
DIS
SPOT
NFLX
CMCSA
WBD
LBTYKTop 10 managers with the most communication exposure
| # | Manager | Positions |
|---|---|---|
| 1 | Baupost Group | 2/6 |
| 2 | ValueAct Capital | 1/5 |
| 3 | Oakmark Funds | 2/6 |
| 4 | Tiger Global Management | 1/7 |
| 5 | Egerton Capital | 1/6 |
| 6 | Maverick Capital | 1/5 |
Where smart money is moving next
Sector-level smart-money signal
Tickers in this page are all the stocks in Communication currently held by at least one tracked superinvestor. Each is enriched with the unified ConvictionScore, a signed −100..+100 signal combining manager quality, consensus, recent flow, multi-quarter trend, insider activity, and a crowding penalty.
“Net flow 4Q” counts every 13F move inside the sector across the last four quarters — buys and adds count positive, trims and exits count negative. Positive net flow means smart money is increasing exposure to communication.
Frequently asked questions
Which superinvestors hold the most communication stocks?
6 communication tickers are held across 8 fund-holdings positions by tracked superinvestors. Top by ConvictionScore: DIS (0), SPOT (0), NFLX (−1). Each ticker page lists every fund holding it with weight + recent buy/sell quarter.
How many communication stocks does HoldLens track?
6 communication tickers with at least one tracked superinvestor holding. 0 have ConvictionScore ≥+20 (strong accumulation signal); 0 ≤-20 (strong distribution). Sector-average ConvictionScore: -2.3.
What is ConvictionScore for the communication sector?
ConvictionScore is HoldLens's composite signal aggregating SEC 13F filings: each fund's position size + weight + recent buy/sell direction. Computed per-ticker across 82 tracked superinvestors. Sector mean -2.3, range -8 to 0. Methodology: /learn/how-conviction-score-works (positive = accumulation, negative = distribution; descriptive metric only, not investment advice).
Where does the communication smart-money data come from?
SEC 13F-HR filings (45-day lag per SEC regulation), updated quarterly. HoldLens federates positions across 82 tracked superinvestors + computes ConvictionScore deltas. Data is current as of the most recent filing window; see /methodology for full source list + refresh cadence.
Sector assignments are curated — see lib/tickers.ts SECTOR_MAP. Not investment advice. Based on publicly filed 13Fs, which are long-only and delayed 45 days. Methodology.