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Biggest buys · the all-in trades

Where did smart money go all-in?

Across 8 quarters of 13F filings, 521 buy actions from HoldLens’s tracked superinvestors landed above 4% of portfolio after the trade. 113 were brand-new positions. 144 pushed past 10% — conviction bets, not nibbles.

Dataroma shows the current holdings list. HoldLens shows the conviction decision — the quarter a manager committed, and how big the bet was at that moment. Both matter, but the decision quarter is where the thesis lives.

521
Conviction-sized buys
113
Brand-new positions
144
Crossed 10% of book
Top 10 · the loudest conviction

All-in trades, ranked

#1
Michael Burry· Scion Asset Managementq7
Q3 2025·NEW
PLTR logoPLTR
PALANTIR TECHNOLOGIES INC
66.0%
of book
ConvictionScore: +12
#2
Carl Icahn· Icahn Enterprisesq8
Q2 2026·ADD +13%
IEP logoIEP
Icahn Enterprises LP
54.0%
of book
Sector: FinancialsConvictionScore: +15Currently owned by 1 managers
#3
Carl Icahn· Icahn Enterprisesq8
Q2 2025·ADD +10%
IEP logoIEP
Icahn Enterprises LP
50.5%
of book
Sector: FinancialsConvictionScore: +15Currently owned by 1 managers
#4
Carl Icahn· Icahn Enterprisesq8
Q4 2025·ADD +6%
IEP logoIEP
Icahn Enterprises LP
49.1%
of book
Sector: FinancialsConvictionScore: +15Currently owned by 1 managers
#5
Michael Burry· Scion Asset Managementq7
Q1 2025·NEW
NVDA logoNVDA
NVIDIA CORPORATION
49.0%
of book
Sector: TechnologyConvictionScore: +1Currently owned by 8 managers
#6
Mohnish Pabrai· Pabrai Investment Fundsq6
Q1 2025·ADD +6%
HCC logoHCC
WARRIOR MET COAL INC
36.6%
of book
ConvictionScore: +13
#7
Mohnish Pabrai· Pabrai Investment Fundsq6
Q4 2024·ADD +144%
HCC logoHCC
WARRIOR MET COAL INC
36.5%
of book
ConvictionScore: +13
#8
Jeffrey Ubben· ValueAct Capitalq8
Q1 2024·NEW
RDDT logoRDDT
REDDIT INC
31.2%
of book
ConvictionScore: −1
#9
David Tepper· Appaloosa Managementq9
Q1 2025·NEW
SPYX logoSPYX
SPDR SER TR
30.0%
of book
ConvictionScore: +15
#10
David Einhorn· Greenlight Capitalq7
Q4 2025·ADD +4%
GRBK logoGRBK
Green Brick Partners
29.4%
of book

“Top conviction: more Green Brick.”

Sector: Real EstateConvictionScore: +14Currently owned by 2 managers
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Full list · every 4%+ buy

Every conviction buy, sorted by book impact

#ManagerTickerQuarterActionBook %
1Michael Burry
q7 · Scion Asset Management
PLTR
PALANTIR TECHNOLOGIES INC
Q3 2025NEW66.0%
2Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q2 2026ADD +13%54.0%
3Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q2 2025ADD +10%50.5%
4Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q4 2025ADD +6%49.1%
5Michael Burry
q7 · Scion Asset Management
NVDA
NVIDIA CORPORATION
Q1 2025NEW49.0%
6Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q1 2025ADD +6%36.6%
7Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q4 2024ADD +144%36.5%
8Jeffrey Ubben
q8 · ValueAct Capital
RDDT
REDDIT INC
Q1 2024NEW31.2%
9David Tepper
q9 · Appaloosa Management
SPYX
SPDR SER TR
Q1 2025NEW30.0%
10David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q4 2025ADD +4%29.4%
11Mohnish Pabrai
q6 · Pabrai Investment Funds
VAL
VALARIS LTD
Q2 2025ADD +32%29.2%
12David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q3 2025ADD +5%28.7%
13Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q4 2025ADD +12%28.6%
14Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q4 2025ADD +30%28.4%
15Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q1 2026ADD +7%28.1%
16Mohnish Pabrai
q6 · Pabrai Investment Funds
RIG
TRANSOCEAN LTD
Q4 2025ADD +11%27.8%
17Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q3 2025ADD +10%27.4%
18David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q2 2025ADD +3%27.4%
19Mohnish Pabrai
q6 · Pabrai Investment Funds
MU
Micron Technology
Q4 2025ADD +10%27.1%
20Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q3 2025ADD +16%25.9%
21Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q2 2025ADD +8%25.1%
22Mohnish Pabrai
q6 · Pabrai Investment Funds
MU
Micron Technology
Q3 2025ADD +15%24.6%
23John Armitage
q9 · Egerton Capital
TDW
TIDEWATER INC
Q1 2025ADD +8%24.2%
24Mohnish Pabrai
q6 · Pabrai Investment Funds
VAL
VALARIS LTD
Q1 2025NEW23.9%
25Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q1 2026ADD +10%23.5%
26Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q1 2025ADD +6%23.2%
27Bill Ackman
q8 · Pershing Square Capital
CMG
Chipotle Mexican Grill
Q1 2024ADD +6%23.0%
28Mohnish Pabrai
q6 · Pabrai Investment Funds
RIG
TRANSOCEAN LTD
Q3 2025NEW22.6%
29Dev Kantesaria
q9 · Valley Forge Capital
MCO
Moody's Corp
Q4 2025ADD +4%22.4%
30Li Lu
q8 · Himalaya Capital
PDD
PDD HOLDINGS INC
Q2 2026ADD +134%22.2%
31Prem Watsa
q7 · Fairfax Financial
ORLA
ORLA MINING LTD
Q2 2026ADD +84%21.5%
32Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q3 2025ADD +40%21.3%
33Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q3 2025ADD +47%20.3%
34Michael Burry
q7 · Scion Asset Management
UNH
UNITEDHEALTH GROUP INC
Q2 2025NEW20.0%
35Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q4 2025ADD +18%19.7%
36Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q4 2025ADD +10%19.6%
37Prem Watsa
q7 · Fairfax Financial
UAA
UNDER ARMOUR INC
Q1 2026ADD +26%19.6%
38Michael Burry
q7 · Scion Asset Management
REGN
REGENERON PHARMACEUTICALS
Q2 2025NEW19.5%
39Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q2 2025ADD +11%19.1%
40Dev Kantesaria
q9 · Valley Forge Capital
FICO
Fair Isaac
Q3 2025ADD +6%18.7%
41Bill Ackman
q8 · Pershing Square Capital
UBER
UBER TECHNOLOGIES INC
Q1 2025NEW18.5%
42Michael Burry
q7 · Scion Asset Management
LULU
LULULEMON ATHLETICA INC
Q2 2025NEW18.5%
43Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q4 2025ADD +12%18.2%
44Stanley Druckenmiller
q9 · Duquesne Family Office
NTRA
Natera Inc
Q1 2026ADD +22%18.1%
45Seth Klarman
q9 · Baupost Group
WBD
Warner Bros. Discovery
Q1 2024ADD +8%18.0%
46Li Lu
q8 · Himalaya Capital
PDD
PDD HOLDINGS INC
Q2 2025NEW17.9%
47Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q4 2025ADD +4%17.8%
48Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q3 2025ADD +8%17.8%
49Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q3 2025ADD +25%17.6%
50Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q4 2024ADD +10%17.5%
51Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q4 2024ADD +5%17.5%
52Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q2 2025ADD +8%17.4%
53Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q3 2025ADD +5%17.4%
54Bill Ackman
q8 · Pershing Square Capital
AMZN
AMAZON COM INC
Q1 2026ADD +19%17.4%
55Mohnish Pabrai
q6 · Pabrai Investment Funds
NE
NOBLE CORP PLC
Q1 2025NEW17.4%
56Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q3 2024ADD +4%17.0%
57Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q1 2025ADD +24%17.0%
58Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q2 2025ADD +6%16.9%
59Michael Burry
q7 · Scion Asset Management
BIDU
BAIDU INC
Q3 2024ADD +178%16.9%
60Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q1 2024ADD +3%16.5%
61Seth Klarman
q9 · Baupost Group
AMZN
AMAZON COM INC
Q2 2026ADD +20%16.5%
62Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q1 2025ADD +4%16.3%
63Prem Watsa
q7 · Fairfax Financial
EGO
ELDORADO GOLD CORP
Q2 2026NEW16.2%
64Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q3 2024ADD +12%16.0%
65Chris Hohn
q9 · TCI Fund Management
MCO
MOODYS CORP
Q1 2026ADD +8%16.0%
66Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q4 2024ADD +17%15.8%
67Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q1 2025ADD +5%15.6%
68Prem Watsa
q7 · Fairfax Financial
OXY
Occidental Petroleum
Q4 2025ADD +15%15.5%
69David Tepper
q9 · Appaloosa Management
AMZN
AMAZON COM INC
Q2 2026ADD +16%15.4%
70Dev Kantesaria
q9 · Valley Forge Capital
MSCI
MSCI Inc
Q4 2025ADD +8%15.3%
71Bill Ackman
q8 · Pershing Square Capital
MSFT
MICROSOFT CORP
Q1 2026NEW15.3%
72Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q4 2025ADD +8%15.2%
73David Tepper
q9 · Appaloosa Management
AMZN
AMAZON COM INC
Q1 2026ADD +98%15.2%
74Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q2 2025ADD +35%15.2%
75Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q2 2025ADD +15%15.1%
76Li Lu
q8 · Himalaya Capital
BRK.B
BERKSHIRE HATHAWAY INC DEL
Q2 2026ADD +23%15.0%
77Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q3 2025ADD +12%14.8%
78Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q4 2024ADD +8%14.6%
79Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q2 2024ADD +10%14.5%
80Bill Ackman
q8 · Pershing Square Capital
AMZN
AMAZON COM INC
Q4 2025ADD +65%14.3%
81Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q2 2025ADD +20%14.1%
82Howard Marks
q9 · Oaktree Capital
SPY
STATE STREET CORP
Q2 2026NEW14.0%
83Chuck Akre
q9 · Akre Capital Management
V
Visa
Q2 2024ADD +4%14.0%
84Michael Burry
q7 · Scion Asset Management
FOUR
SHIFT4 PMTS INC
Q2 2024NEW14.0%
85Michael Burry
q7 · Scion Asset Management
MOH
MOLINA HEALTHCARE INC
Q2 2024NEW13.9%
86Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q2 2025ADD +8%13.8%
87Glenn Greenberg
q7 · Brave Warrior Advisors
ELV
ELEVANCE HEALTH INC FORMERLY
Q3 2025ADD +65%13.8%
88Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q1 2024ADD +6%13.5%
89Chuck Akre
q9 · Akre Capital Management
BN
BROOKFIELD CORP
Q4 2025ADD +40%13.5%
90Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q3 2024ADD +12%13.5%
91Prem Watsa
q7 · Fairfax Financial
OXY
Occidental Petroleum
Q3 2025ADD +20%13.5%
92Michael Burry
q7 · Scion Asset Management
NVDA
NVIDIA CORPORATION
Q3 2025NEW13.5%
93Chase Coleman
q8 · Tiger Global Management
META
Meta Platforms
Q4 2025ADD +18%13.4%
94Lee Ainslie
q8 · Maverick Capital
PCG
PG&E CORP
Q4 2024ADD +18%13.4%
95Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q2 2025ADD +6%13.2%
96Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q4 2024ADD +8%13.0%
97Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q4 2024ADD +6%13.0%
98Howard Marks
q9 · Oaktree Capital
VST
Vistra Corp
Q4 2025ADD +18%12.8%
99Dev Kantesaria
q9 · Valley Forge Capital
V
Visa
Q3 2025ADD +5%12.8%
100Li Lu
q8 · Himalaya Capital
META
Meta Platforms
Q4 2025ADD +15%12.8%
How biggest buys are calculated

Post-trade portfolio impact, 4% floor

  • 1. Action filter. Only new and add actions count. Trims and exits live on /exits.
  • 2. Portfolio-impact floor. The position must represent at least 4% of the manager’s book after the trade. 4% is the threshold below which buys look like nibbles. Above 4%, the manager is declaring a thesis.
  • 3. Ranking. Post-trade portfolio-impact desc, tiebroken by manager quality, then live ConvictionScore.

Dataroma ranks by current-snapshot weight. HoldLens lets you see the moment a manager committed — the decision quarter is where the reasoning was freshest and the conviction highest.

Not investment advice. Portfolio-impact values are sourced from parsed 13F filings and manager disclosures. Methodology.

Deep dive

Reading for your research

Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.

Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.

Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
See price on Amazon
Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
See price on Amazon
See the full investing reading list
More by topic:Foundations