Who bought it first?
Across HoldLens’s 8-quarter archive, 2016 tickers have at least one new-position entry. On 509 of those, a second manager followed in a later quarter — that’s the crowd arriving. The names below are sorted by how many superinvestors now own them, tiebroken by first-mover lead time.
Dataroma shows who holds what today. It does not show who had the insight first. HoldLens keeps 8 quarters of move history, so you can separate the first-mover from the late add. The first-mover’s return is asymmetric — the crowd pays retail.
First movers, crowd followed
All 2016 tickers with an opening quarter on record
| # | Ticker | First opened | First movers | Lead | Owns now |
|---|---|---|---|---|---|
| 1 | META Meta Platforms | Q2 2024 | Hohn*Halvorsen*Mandel* | 3Q | 15 |
| 2 | MSFT Microsoft | Q1 2024 | Druckenmiller* | 3Q | 12 |
| 3 | V VISA INC | Q1 2025 | Greenberg | 3Q | 10 |
| 4 | GOOGL Alphabet Inc | Q4 2024 | Druckenmiller* | 3Q | 9 |
| 5 | NVDA NVIDIA | Q1 2024 | Tepper* | 4Q | 8 |
| 6 | MCO MOODYS CORP | Q1 2026 | Lu* | 2Q | 7 |
| 7 | MA MASTERCARD INCORPORATED | Q4 2025 | Mandel* | 2Q | 6 |
| 8 | SPCX SPACE EXPLORATION TECHN CORP | Q2 2026 | Halvorsen*Coleman*Tepper*+3 | 1Q | 6 |
| 9 | GOOG Alphabet Class C | Q3 2025 | Klarman* | 2Q | 4 |
| 10 | SUNB SUNBELT RENTALS HLDGS IN GB SHRS | Q1 2026 | Rochon*GreenbergGreenblatt*+1 | 2Q | 4 |
| 11 | BABA Alibaba | Q1 2024 | Burry | 2Q | 4 |
| 12 | BAC Bank America Corp | Q2 2025 | Druckenmiller* | 5Q | 3 |
| 13 | RAL RALLIANT CORP | Q2 2025 | Halvorsen*Greenblatt*Ainslie* | 5Q | 3 |
| 14 | AAPL APPLE INC | Q1 2025 | Tepper* | 4Q | 3 |
| 15 | FERG FERGUSON ENTERPRISES INC | Q4 2024 | Rochon*Capital*Klarman* | 4Q | 3 |
| 16 | CHYM CHIME FINL INC | Q2 2025 | Coleman*Druckenmiller*Slater* | 4Q | 3 |
| 17 | TEM TEMPUS AI INC | Q2 2025 | Greenblatt*Capital*Slater* | 4Q | 3 |
| 18 | NFLX NETFLIX INC. | Q3 2025 | Halvorsen*Coleman* | 3Q | 3 |
| 19 | AMZN AMAZON COM INC | Q4 2024 | Druckenmiller* | 2Q | 3 |
| 20 | MDLN MEDLINE INC | Q4 2025 | Halvorsen*Mandel*Slater* | 2Q | 3 |
| 21 | BLK BLACKROCK INC | Q4 2024 | NygrenGreenblatt*Mueffling* | 2Q | 3 |
| 22 | BIRK BIRKENSTOCK HLDG PLC | Q4 2024 | Rochon*Greenblatt* | 7Q | 2 |
| 23 | NICE NICE LTD | Q1 2025 | Marks*Greenblatt* | 6Q | 2 |
| 24 | CDNS CADENCE DESIGN SYSTEM INC | Q1 2025 | Mandel*Slater* | 6Q | 2 |
| 25 | AS AMER SPORTS INC | Q1 2025 | Halvorsen*Greenblatt* | 6Q | 2 |
| 26 | BZ KANZHUN LIMITED | Q1 2025 | Greenblatt*Slater* | 6Q | 2 |
| 27 | MU Micron Technology | Q4 2024 | Druckenmiller* | 5Q | 2 |
| 28 | IWM ISHARES RUSSELL 2000 ETF | Q2 2025 | Marks*Druckenmiller* | 5Q | 2 |
| 29 | TBBB Bbb Foods Inc | Q2 2025 | Druckenmiller*Slater* | 5Q | 2 |
| 30 | BILL BILL HOLDINGS INC | Q2 2025 | Marks*Greenblatt* | 5Q | 2 |
| 31 | B BARRICK MINING CORP | Q2 2025 | Marks*Greenblatt* | 5Q | 2 |
| 32 | CLBT CELLEBRITE DI LTD | Q4 2024 | Greenblatt*Capital* | 5Q | 2 |
| 33 | TMDX TRANSMEDICS GROUP INC | Q2 2025 | Greenblatt*Capital* | 5Q | 2 |
| 34 | KRUS KURA SUSHI USA INC | Q2 2025 | Greenblatt*Capital* | 5Q | 2 |
| 35 | ARDT ARDENT HEALTH INC | Q2 2025 | Greenblatt*Ainslie* | 5Q | 2 |
| 36 | SYM SYMBOTIC INC | Q2 2025 | Greenblatt*Capital* | 5Q | 2 |
| 37 | MAGN MAGNERA CORP | Q4 2024 | Greenblatt*Burry | 5Q | 2 |
| 38 | FICO FAIR ISAAC CORP | Q2 2025 | Akre* | 4Q | 2 |
| 39 | STUB STUBHUB HLDGS INC | Q3 2025 | Halvorsen*Druckenmiller* | 4Q | 2 |
| 40 | VNOM VIPER ENERGY INC | Q3 2025 | Marks*Greenblatt* | 4Q | 2 |
| 41 | FWONK Liberty Media Corp Del | Q3 2025 | Druckenmiller*Mueffling* | 4Q | 2 |
| 42 | MVST MICROVAST HOLDINGS INC | Q3 2025 | Greenblatt*Capital* | 4Q | 2 |
| 43 | NXH BED BATH & BEYOND INC | Q3 2025 | Greenblatt*Capital* | 4Q | 2 |
| 44 | UBS UBS GROUP AG | Q2 2025 | Halvorsen*Slater* | 4Q | 2 |
| 45 | EOSE EOS ENERGY ENTERPRISES INC | Q3 2025 | Greenblatt*Capital* | 4Q | 2 |
| 46 | CP CANADIAN PACIFIC KANSAS CITY | Q3 2025 | Greenblatt* | 4Q | 2 |
| 47 | CHWY CHEWY INC | Q3 2025 | Halvorsen*Capital* | 4Q | 2 |
| 48 | SRTA STRATA CRITICAL MEDICAL INC | Q3 2025 | Greenblatt*Ainslie* | 4Q | 2 |
| 49 | BRSL BRIGHTSTAR LOTTERY PLC | Q3 2025 | Greenblatt*Watsa | 4Q | 2 |
| 50 | MSI MSI | Q3 2025 | NygrenSlater* | 4Q | 2 |
| 51 | SCHW Charles Schwab | Q4 2025 | Armitage* | 3Q | 2 |
| 52 | LLYVA LIBERTY LIVE HOLDINGS INC | Q4 2025 | Greenblatt*Buffett* | 3Q | 2 |
| 53 | AERO GRUPO AEROMEXICO SAB DE CV | Q4 2025 | Marks*Klarman* | 3Q | 2 |
| 54 | YPF YPF SA | Q2 2025 | Marks*Capital* | 3Q | 2 |
| 55 | JBS Jbs N.V. | Q2 2025 | Marks*Greenblatt* | 3Q | 2 |
| 56 | CORZ CORE SCIENTIFIC INC NEW | Q3 2025 | Marks*Ainslie* | 3Q | 2 |
| 57 | AAL AMERICAN AIRLINES GROUP INC | Q4 2024 | Halvorsen*Druckenmiller* | 3Q | 2 |
| 58 | GDS GDS HLDGS LTD | Q4 2025 | Greenblatt*Klarman* | 3Q | 2 |
| 59 | OPTU OPTIMUM COMMUNICATIONS INC | Q4 2025 | Marks*Greenblatt* | 3Q | 2 |
| 60 | GRBK GREEN BRICK PARTNERS INC | Q4 2025 | Capital* | 3Q | 2 |
| 61 | PSNL PERSONALIS INC | Q4 2025 | Greenblatt*Capital* | 3Q | 2 |
| 62 | GDYN GRID DYNAMICS HLDGS INC | Q4 2025 | Greenblatt*Capital* | 3Q | 2 |
| 63 | ULS UL SOLUTIONS INC | Q4 2025 | Greenblatt*Capital* | 3Q | 2 |
| 64 | MELI MERCADOLIBRE INC | Q2 2025 | Burry | 3Q | 2 |
| 65 | LYB LYONDELLBASELL INDUSTRIES NV | Q1 2026 | Marks*Druckenmiller* | 2Q | 2 |
| 66 | VST Vistra Corp | Q3 2024 | Klarman*Marks* | 2Q | 2 |
| 67 | DASH DOORDASH INC | Q4 2025 | Druckenmiller*Mandel* | 2Q | 2 |
| 68 | XENE XENON PHARMACEUTICALS INC | Q1 2026 | Greenblatt*Druckenmiller* | 2Q | 2 |
| 69 | ARM ARM | Q3 2025 | Druckenmiller*Slater* | 2Q | 2 |
| 70 | CAI CARIS LIFE SCIENCES INC | Q1 2026 | Greenblatt*Druckenmiller* | 2Q | 2 |
| 71 | WULF TERAWULF INC | Q1 2026 | Capital*Mandel* | 2Q | 2 |
| 72 | TWST TWIST BIOSCIENCE CORP | Q1 2026 | Capital*Druckenmiller* | 2Q | 2 |
| 73 | CRS CARPENTER TECHNOLOGY CORP | Q2 2025 | Capital*Druckenmiller* | 2Q | 2 |
| 74 | MIR MIRION TECHNOLOGIES INC | Q4 2024 | Greenblatt*Druckenmiller* | 2Q | 2 |
| 75 | SNDK SANDISK CORP | Q1 2025 | Greenblatt*Armitage* | 2Q | 2 |
| 76 | PCT PURECYCLE TECHNOLOGIES INC | Q4 2024 | Greenblatt*Druckenmiller* | 2Q | 2 |
| 77 | DB DEUTSCHE BK AG | Q1 2025 | Halvorsen*Tepper* | 2Q | 2 |
| 78 | SGI SOMNIGROUP INTERNATIONAL INC | Q1 2025 | Greenblatt*Klarman* | 2Q | 2 |
| 79 | WING WINGSTOP INC | Q1 2025 | Capital*Mandel* | 2Q | 2 |
| 80 | NU NU HLDGS LTD | Q4 2024 | Capital*Druckenmiller* | 2Q | 2 |
| 81 | UNH UNITEDHEALTH GROUP INC | Q4 2024 | Halvorsen*Rochon* | 2Q | 2 |
| 82 | DNTH DIANTHUS THERAPEUTICS INC | Q1 2026 | Greenblatt*Capital* | 2Q | 2 |
| 83 | CRCL CIRCLE INTERNET GROUP INC | Q2 2025 | Coleman*Slater* | 2Q | 2 |
| 84 | EQPT EQUIPMENTSHARE COM INC | Q1 2026 | Halvorsen*Coleman* | 2Q | 2 |
| 85 | FLY FIREFLY AEROSPACE INC | Q1 2026 | Greenblatt*Capital* | 2Q | 2 |
| 86 | ESTA ESTABLISHMENT LABS HLDGS INC | Q2 2025 | Halvorsen*Greenblatt* | 2Q | 2 |
| 87 | ZTS Zoetis Inc | Q2 2025 | NygrenRolfe* | 2Q | 2 |
| 88 | RBRK RUBRIK INC. | Q3 2025 | Greenblatt*Capital* | 2Q | 2 |
| 89 | DLX DELUXE CORP MEDIUM TERM NTS | Q1 2026 | Greenblatt*Capital* | 2Q | 2 |
| 90 | PONY Pony AI ADR | Q4 2024 | Halvorsen*Coleman* | 2Q | 2 |
| 91 | MICC MAGNUM ICE CREAM CO NV | Q4 2025 | Greenblatt*Slater* | 2Q | 2 |
| 92 | HQY HEALTHEQUITY INC | Q2 2025 | Halvorsen*Capital* | 2Q | 2 |
| 93 | WAT WATERS CORP | Q1 2026 | Halvorsen*Nygren | 2Q | 2 |
| 94 | PDD PDD HOLDINGS INC | Q4 2024 | Coleman*Burry | 2Q | 2 |
| 95 | ABNB Airbnb Inc | Q4 2024 | NygrenSlater* | 2Q | 2 |
| 96 | TSM Taiwan Semi | Q3 2024 | Druckenmiller* | 1Q | 2 |
| 97 | SHAZ SHARONAI HOLDINGS INC | Q2 2026 | Marks*Mandel* | 1Q | 2 |
| 98 | BRK.B BERKSHIRE HATHAWAY INC DEL | Q2 2026 | Tepper*Slater* | 1Q | 2 |
| 99 | FIGR FIGURE TECHNOLOGY SOLUTIO | Q3 2025 | Coleman*Druckenmiller* | 1Q | 2 |
| 100 | SDRL SEADRILL LTD | Q4 2024 | Armitage*Ainslie* | 1Q | 2 |
* first-mover is a quality-8+ manager (top tier). Lead column counts quarters between the first “new” record and the next one (or end of archive if crowd hasn’t arrived).
8-quarter moving-window, new-action only
- 1. New-position entries only. We scan every 13F filing in the 8-quarter window (Q1 2024 → Q4 2025) for action="new" records. Adds on top of existing positions don’t count — we want the manager who opened the book.
- 2. Earliest-quarter rule. For each ticker with at least one new entry, the earliest quarter in the archive with any new record defines the first-mover cohort. Managers in that quarter are first movers. Everyone later is the late wave.
- 3. Lead quarters. The gap between the first-mover quarter and the next quarter with any new record on the same ticker. If no crowd has arrived, lead = quarters from first-move to the end of the archive.
- 4. Sorting. Current owner count desc (the bet worked, crowd came), then lead quarters desc (bigger moat), then first-mover quality average desc (higher-quality pick), then ConvictionScore.
The 8-quarter window is a hard limit of the current archive — if a manager opened a position in 2022 and the archive only starts in Q1 2024, they are treated as an established holder, not a first mover. This is a known bias and the archive will extend as quarters close.
Not investment advice. First-mover status reflects archive coverage, not the full public history of a position. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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