Who fully gave up on which stock?

1892 full-exit 13F moves across the last 8 quarters. Every row is a superinvestor who sold every share of a position — zero remaining, no cost averaging back in, fully gone.

Exits are the rawest capitulation signal. An “add” or “trim” is ambiguous. An exit means the thesis broke.

Contrarian exits · model still bullish

They walked away. The model still says buy.

These are the exits where the smart-money ConvictionScore is still > +20. Either the manager was early, the model is wrong, or the thesis shifted in ways the model hasn’t caught yet.

COHR· Stanley Druckenmiller · Q2 2026

+23

MU· Stanley Druckenmiller · Q2 2026

+22

OXY· Li Lu · Q2 2026

+21

BABA· Lee Ainslie · Q1 2026

+26

OXY· Prem Watsa · Q1 2026

+21

BABA· Polen Capital · Q4 2025

+26

BABA· Howard Marks · Q3 2025

+26

MU· Prem Watsa · Q2 2025

+22

MU· Stanley Druckenmiller · Q1 2025

+22

BABA· Howard Marks · Q4 2024

+26

Full feed · newest quarter first

Every exit, in order

Q2 2026

306 exits

AA

+12

ALCOA CORP

exit · Polen Capital

AAPL

−21

APPLE INC

exit · Andreas Halvorsen

AD

−4

ARRAY DIGITAL INFRASTRUCTURE

exit · Joel Greenblatt

ADBE

−11

ADOBE INC

exit · William von Mueffling

AFCG

−7

ADVANCED FLOWER CAP INC

exit · Joel Greenblatt

AGNT

−5

EXP WORLD HLDGS INC

exit · Joel Greenblatt

AIG

−4

AMERICAN INTL GROUP INC

exit · Andreas Halvorsen

AJG

−4

GALLAGHER ARTHUR J & CO

exit · Andreas Halvorsen

ALC

−4

ALCON AG

exit · William von Mueffling

ALM

+8

Almonty Inds Inc

exit · Stanley Druckenmiller

AMCX

−6

AMC NETWORKS INC

exit · Joel Greenblatt

AMT

−23

AMERICAN TOWER CORP

exit · William von Mueffling

ANIP

−4

ANI PHARMACEUTICALS INC

exit · Polen Capital

ANNX

0

ANNEXON INC

exit · Polen Capital

ANRO

−2

ALTO NEUROSCIENCE INC

exit · Polen Capital

AON

−17

AON PLC

exit · William von Mueffling

APG

−12

API GROUP CORP

exit · Andreas Halvorsen

APH

−8

AMPHENOL CORP

exit · Stephen Mandel

APO

−8

APOLLO GLOBAL MGMT INC

exit · Glenn Greenberg

APP

−8

APPLOVIN CORP

exit · Chase Coleman

ARES

−2

ARES MANAGEMENT CORPORATION

exit · Glenn Greenberg

ARLO

−3

ARLO TECHNOLOGIES INC

exit · Polen Capital

ATHM

−6

AUTOHOME INC

exit · Joel Greenblatt

ATR

0

AptarGroup

exit · Tom Slater

AVGO

−12

BROADCOM INC

exit · Lee Ainslie

AVGO

−12

Broadcom Inc

exit · Stanley Druckenmiller

AX

+4

AXOS FINANCIAL INC

exit · Polen Capital

AXIAY

+1

CENTRAIS ELET BRAS SA

exit · Joel Greenblatt

BAC

−1

BK OF AMERICA CORP

exit · Li Lu

BALL

−3

BALL CORP

exit · David Tepper

Q1 2026

344 exits

AAL

−10

AMERICAN AIRLS GROUP INC

exit · David Tepper

AAL

−10

American Airls Group Inc

exit · Stanley Druckenmiller

AAUC

−7

ALLIED GOLD CORP

exit · Joel Greenblatt

ABCL

−8

ABCELLERA BIOLOGICS INC

exit · Polen Capital

ABNB

−14

AIRBNB INC

exit · Howard Marks

ABT

−20

exit · Bill Nygren

ACH

−7

OWENS & MINOR INC NEW

exit · Joel Greenblatt

ADP

−14

exit · Bill Nygren

ADP

−14

AUTOMATIC DATA PROCESSING IN

exit · Polen Capital

ADSK

−20

AUTODESK INC

exit · Polen Capital

ADT

−9

ADT INC DEL

exit · Polen Capital

AEVA

−7

Aeva Technologies Inc

exit · Stanley Druckenmiller

AFRM

−10

AFFIRM HLDGS INC

exit · Stephen Mandel

AGEN

−9

AGENUS INC

exit · Joel Greenblatt

AGX

−12

Argan Inc

exit · Stanley Druckenmiller

AHRT

−7

ARMADA HOFFLER PPTYS INC

exit · Joel Greenblatt

AKBA

−6

AKEBIA THERAPEUTICS INC

exit · Joel Greenblatt

ALLE

−13

ALLEGION PLC

exit · Warren Buffett

AMD

−23

ADVANCED MICRO DEVICES INC

exit · Andreas Halvorsen

AMD

−23

exit · Bill Nygren

AMKR

−13

AMKOR TECHNOLOGY INC

exit · John Armitage

AMSC

−9

AMERICAN SUPERCONDUCTOR CORP

exit · Polen Capital

AMZN

−6

AMAZON COM INC

exit · Stephen Mandel

AMZN

−6

AMAZON COM INC

exit · Warren Buffett

AON

−17

AON PLC

exit · Warren Buffett

AORT

−8

ARTIVION INC

exit · Polen Capital

APD

−4

AIR PRODS & CHEMS INC

exit · Andreas Halvorsen

APD

−4

AIR PRODS & CHEMS INC

exit · Joel Greenblatt

APH

−8

AMPHENOL CORP NEW

exit · Joel Greenblatt

APH

−8

AMPHENOL CORP NEW

exit · Stephen Mandel

Q4 2025

233 exits

89BIO

−7

89BIO INC

exit · Joel Greenblatt

AAPL

−21

APPLE INC

exit · John Armitage

ABCL

−8

Abcellera Biologics Inc

exit · Tom Slater

ACHR

−9

ARCHER AVIATION INC

exit · Polen Capital

ACR

−7

ACRES COMMERCIAL REALTY CORP

exit · Howard Marks

AESI

−6

ATLAS ENERGY SOLUTIONS INC

exit · Joel Greenblatt

AFYA

−8

AFYA LTD

exit · Joel Greenblatt

AIRJ

−3

AIRJOULE TECHNOLOGIES CORP

exit · Joel Greenblatt

ALGN

−9

ALIGN TECHNOLOGY INC

exit · François Rochon

ALNY

−8

ALNYLAM PHARMACEUTICALS INC

exit · Polen Capital

ALXO

−8

ALX ONCOLOGY HLDGS INC

exit · Joel Greenblatt

ANRO

−2

ALTO NEUROSCIENCE INC

exit · Joel Greenblatt

APO

−8

APOLLO GLOBAL MGMT INC

exit · Lee Ainslie

APP

−8

APPLOVIN CORP

exit · Andreas Halvorsen

APPF

−9

APPFOLIO INC

exit · Polen Capital

ARGT

+5

Global X Fds

exit · Stanley Druckenmiller

ARLO

−3

ARLO TECHNOLOGIES INC

exit · Polen Capital

ARM

+5

Arm Holdings Plc

exit · Stanley Druckenmiller

ATEX

−8

ANTERIX INC

exit · Joel Greenblatt

ATNM

−8

ACTINIUM PHARMACEUTICALS INC

exit · Joel Greenblatt

AUGO

−13

AURA MINERALS INC

exit · Joel Greenblatt

AUR

−12

AURORA INNOVATION INC

exit · Polen Capital

AXON

−2

AXON ENTERPRISE INC

exit · Polen Capital

BABA

+26

ALIBABA GROUP HLDG LTD

exit · Polen Capital

BAC

−1

Bank America Corp

exit · Stanley Druckenmiller

BBSI

−4

BARRETT BUSINESS SVCS INC

exit · Polen Capital

BDTX

−8

BLACK DIAMOND THERAPEUTICS I

exit · Joel Greenblatt

BEAM

−5

BEAM THERAPEUTICS INC

exit · Polen Capital

BERRY

−9

BERRY CORP

exit · Joel Greenblatt

BIDU

0

BAIDU INC

exit · Polen Capital

Q3 2025

332 exits

AAON

−8

AAON INC

exit · Polen Capital

ABNB

−14

Airbnb Inc

exit · Tom Slater

ABOS

−6

ACUMEN PHARMACEUTICALS INC

exit · Joel Greenblatt

ACHV

−6

ACHIEVE LIFE SCIENCES INC

exit · Joel Greenblatt

ACRV

−7

ACRIVON THERAPEUTICS INC

exit · Joel Greenblatt

ADAM

−5

NEW YORK MTG TR INC

exit · Joel Greenblatt

ADMA

+5

ADMA BIOLOGICS INC

exit · Polen Capital

ADX

−6

ADAMS DIVERSIFIED EQUITY FD

exit · Joel Greenblatt

AI

−8

C3 AI INC

exit · Joel Greenblatt

AIG

−4

AMERICAN INTL GROUP INC

exit · Andreas Halvorsen

AIT

−5

APPLIED INDL TECHNOLOGIES IN

exit · Polen Capital

AJG

−4

GALLAGHER ARTHUR J & CO

exit · Andreas Halvorsen

ALKT

+5

ALKAMI TECHNOLOGY INC

exit · Polen Capital

ALSN

−5

ALLISON TRANSMISSION HLDGS I

exit · Polen Capital

AMBA

−9

Ambarella

exit · Tom Slater

AMCR

−11

AMCOR PLC

exit · Seth Klarman

AMPY

−7

AMPLIFY ENERGY CORP NEW

exit · Joel Greenblatt

AMT

−23

AMERICAN TOWER CORP NEW

exit · Andreas Halvorsen

AMZN

−6

AMAZON COM INC

exit · Andreas Halvorsen

AMZN

−6

AMAZON COM INC

exit · François Rochon

AN

+5

AUTONATION INC

exit · Mohnish Pabrai

ANSYS

−7

ANSYS INC

exit · Joel Greenblatt

APP

−8

Applovin Corp

exit · Stanley Druckenmiller

ARCT

−5

ARCTURUS THERAPEUTICS HLDGS

exit · Joel Greenblatt

ARDT

−6

ARDENT HEALTH INC

exit · Lee Ainslie

ASIC

−7

ATEGRITY SPECIALTY IN CO HO

exit · Lee Ainslie

ASML

+9

ASML HOLDING N V

exit · Michael Burry

ASML

+9

ASML HOLDING N V

exit · Stephen Mandel

ASTL

−2

ALGOMA STL GROUP INC

exit · John Armitage

ASX

+7

ASE TECHNOLOGY HLDG CO LTD

exit · Joel Greenblatt

Not investment advice. 13F filings are delayed 45 days and report long-only positions. Methodology.