Fresh money · Q2 2026
New positions from the best investors
Every brand-new position opened this quarter across 30 tracked superinvestors, ranked by a combined signal: position % × manager quality × (1 + ConvictionScore/100). Fresh money with size and consensus behind it sits at the top.
452 new positions this quarter · top 50 shown · Dataroma lists new buys chronologically, HoldLens ranks them.
#1 · Fairfax Financial
EGO
EGO
16.2% position·+17
#2 · Oaktree Capital
SPY
SPY
14.0% position·−2
#3 · Maverick Capital
WBD
Warner Bros. Discovery
11.4% position·−3
Top 50 new positions, ranked
Filed Q2 2026
| # | Ticker | Manager | Position | Score | Combined |
|---|---|---|---|---|---|
| 1 | EGO EGO | Fairfax Financial | 16.2% | +17 | 132.7 |
| 2 | SPY SPY | Oaktree Capital★ | 14.0% | −2 | 126.0 |
| 3 | WBD Warner Bros. Discovery | Maverick Capital | 11.4% | −3 | 91.2 |
| 4 |  ICLRICLR | Glenn Greenberg Brave Warrior Advisors | 11.9% | −10 | 83.3 |
| 5 |  NBISNBIS | Lone Pine Capital★ | 7.2% | −10 | 64.8 |
| 6 |  SPCXSPCX | Baillie Gifford (Long Term Global Growth) | 8.0% | 0 | 64.0 |
| 7 |  STXSeagate Technology | Lone Pine Capital★ | 5.9% | −7 | 53.1 |
| 8 |  HDHD | Lone Pine Capital★ | 5.6% | −4 | 50.4 |
| 9 |  UBERUber | Fundsmith★ | 4.7% | +15 | 48.6 |
| 10 |  AMATAMAT | Lone Pine Capital★ | 5.3% | −2 | 47.7 |
| 11 |  LINLIN | Lone Pine Capital★ | 4.9% | +2 | 45.0 |
| 12 |  AJGAJG | Glenn Greenberg Brave Warrior Advisors | 6.4% | −4 | 44.8 |
| 13 |  MAMastercard | Fundsmith★ | 4.7% | −1 | 42.3 |
| 14 |  TSMTaiwan Semi | Fundsmith★ | 4.0% | −2 | 36.0 |
| 15 |  KEYSKEYS | Maverick Capital | 4.4% | −9 | 35.2 |
| 16 |  XYZXYZ | Maverick Capital | 4.2% | −15 | 33.6 |
| 17 |  NFLXNetflix | Fundsmith★ | 3.7% | −1 | 33.3 |
| 18 |  GEVGEV | Fundsmith★ | 3.5% | −2 | 31.5 |
| 19 |  FLEXFLEX | Maverick Capital | 3.6% | −16 | 28.8 |
| 20 |  AAPLApple Inc. | David Tepper Appaloosa Management★ | 3.1% | −21 | 27.9 |
| 21 |  STRLSTRL | Lone Pine Capital★ | 3.1% | −4 | 27.9 |
| 22 |  TTMITTMI | Lone Pine Capital★ | 3.1% | −6 | 27.9 |
| 23 |  ONONONON | Lone Pine Capital★ | 2.9% | −3 | 26.1 |
| 24 |  FOXAFOXA | Stanley Druckenmiller Duquesne Family Office★ | 2.8% | +3 | 26.0 |
| 25 |  CDWCDW | Stanley Druckenmiller Duquesne Family Office★ | 2.7% | +5 | 25.5 |
| 26 |  GEGE Aerospace | Polen Capital Polen Capital Management | 2.2% | +41 | 24.8 |
| 27 |  APPAPP | Fundsmith★ | 2.6% | −8 | 23.4 |
| 28 |  NXTNXT | Fundsmith★ | 2.5% | +1 | 22.7 |
| 29 |  CMECME | Seth Klarman Baupost Group★ | 2.5% | −4 | 22.5 |
| 30 |  TJXTJX | Fundsmith★ | 2.5% | −2 | 22.5 |
| 31 |  CBRSCBRS | Tiger Global Management | 2.8% | −12 | 22.4 |
| 32 |  GOOGLAlphabet | Stanley Druckenmiller Duquesne Family Office★ | 2.3% | −27 | 20.7 |
| 33 |  BABA | David Tepper Appaloosa Management★ | 2.2% | −1 | 19.8 |
| 34 |  RACERACE | Andreas Halvorsen Viking Global Investors | 2.3% | −6 | 18.4 |
| 35 |  MSCIMSCI Inc | Andreas Halvorsen Viking Global Investors | 1.9% | +11 | 16.9 |
| 36 |  AALAAL | David Tepper Appaloosa Management★ | 1.8% | −10 | 16.2 |
| 37 | TTMI TTMI | Maverick Capital | 2.0% | −6 | 16.0 |
| 38 | GEV GEV | Polen Capital Polen Capital Management | 2.0% | −2 | 16.0 |
| 39 |  MLMMLM | Chris Hohn TCI Fund Management★ | 1.6% | +8 | 15.6 |
| 40 |  VMCVMC | Chris Hohn TCI Fund Management★ | 1.5% | +8 | 14.6 |
| 41 |  GOOGAlphabet Class C | Maverick Capital | 1.6% | +2 | 13.1 |
| 42 |  UNPUNP | Andreas Halvorsen Viking Global Investors | 1.6% | −4 | 12.8 |
| 43 |  AMDAMD | Tiger Global Management | 1.6% | −23 | 12.8 |
| 44 |  PFGCPFGC | Maverick Capital | 1.6% | −6 | 12.8 |
| 45 |  CRWVCRWV | David Tepper Appaloosa Management★ | 1.4% | −3 | 12.6 |
| 46 |  ATIATI | Polen Capital Polen Capital Management | 1.4% | −3 | 11.2 |
| 47 |  BTDRBTDR | Stanley Druckenmiller Duquesne Family Office★ | 1.2% | +2 | 11.0 |
| 48 |  NYTNYT | François Rochon Giverny Capital★ | 1.1% | +4 | 10.3 |
| 49 |  DALDAL | Stanley Druckenmiller Duquesne Family Office★ | 1.1% | −11 | 9.9 |
| 50 |  VEEVVEEV | Fundsmith★ | 1.1% | −2 | 9.9 |
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Remove with Pro →Where fresh money went, by sector
Other
422
Technology
13
Financials
7
Consumer Discretionary
3
Communication
2
Industrials
2
Healthcare
2
Utilities
1
Busiest managers — most new positions
1Joel Greenblatt
1692Polen Capital
663Stanley Druckenmiller
444Andreas Halvorsen
335Tom Slater
29Managers rotating hardest this quarter. Cross-reference with /leaderboard to see whose new bets tend to work out.
Why this beats Dataroma
- Dataroma lists new buys chronologically, one manager at a time.
- HoldLens ranks every new position by size × quality × conviction so the bets that matter float to the top.
- Sector breakdown + busiest-managers panel show where fresh money is concentrating — the early signal that starts sector rotations.
- Every row cross-links to the full ConvictionScore breakdown on
/signal/[ticker].
Trade with the smartest money
New positions are the freshest signal. For the full conviction story start with Best stocks now, Big bets, and Sector rotation.
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