Q1 2026 — superinvestor 13F recap
3817 tracked 13F moves filed by 27 managers across 2852 tickers. Filed with the SEC on 2026-05-15.
455 new positions · 1961 adds · 1057 trims · 344 exits. Net action: +1015.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
| Ticker | Buyers | Sellers |
|---|---|---|
| MSFT MICROSOFT CORP | 4 | 9 |
| V VISA INC | 5 | 7 |
| GOOGL ALPHABET INC | 5 | 7 |
| AMZN AMAZON COM INC | 6 | 6 |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 2 | 8 |
| META META PLATFORMS INC | 5 | 3 |
| UNH UNITEDHEALTH GROUP INC | 1 | 7 |
| GOOG ALPHABET INC | 4 | 4 |
| TMO THERMO FISHER SCIENTIFIC INC | 1 | 6 |
| AVGO | 4 | 3 |
| AON AON PLC | 3 | 3 |
| CSGP COSTAR GROUP INC | 3 | 3 |
| NVDA NVIDIA CORPORATION | 2 | 4 |
| SPOT SPOTIFY TECHNOLOGY S A | 5 | 1 |
| MCO MOODYS CORP | 4 | 2 |
Top 10 busiest managers in Q1 2026
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 2715 |
| 2 | Polen Capital Polen Capital Management | 278 |
| 3 | Tom Slater Baillie Gifford (Long Term Global Growth) | 161 |
| 4 | Stanley Druckenmiller Duquesne Family Office | 80 |
| 5 | Andreas Halvorsen Viking Global Investors | 76 |
| 6 | Howard Marks Oaktree Capital | 73 |
| 7 | Bill Nygren Oakmark Funds | 53 |
| 8 | Lee Ainslie Maverick Capital | 44 |
| 9 | Stephen Mandel Lone Pine Capital | 38 |
| 10 | David Tepper Appaloosa Management | 37 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 2307 | 1256 | +1051 |
| Communication | 10 | 4 | +6 |
| Industrials | 7 | 4 | +3 |
| Utilities | 4 | 1 | +3 |
| Energy | 6 | 3 | +3 |
| Real Estate | 2 | 2 | +0 |
| Materials | 1 | 1 | +0 |
| Consumer Staples | 1 | 5 | -4 |
| Consumer Discretionary | 11 | 18 | -7 |
| Healthcare | 2 | 12 | -10 |
| Financials | 23 | 37 | -14 |
| Technology | 42 | 58 | -16 |
Frequently asked questions
How many 13F moves filed in Q1 2026?
3817 tracked 13F moves filed in Q1 2026: 455 new positions, 1961 adds, 1057 trims, 344 exits. Across 27 active managers and 2852 unique tickers. Filed with SEC 2026-05-15.
Were superinvestors net buyers or sellers in Q1 2026?
Q1 2026 net action: 2416 buy-side moves (455 new + 1961 adds) vs 1401 sell-side moves (1057 trims + 344 exits). Net: +1015 (net accumulation). Full breakdown by sector + manager below.
When are Q1 2026 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q1 2026 filings completed by 2026-05-15. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q1 2026 13F data come from?
SEC EDGAR Form 13F-HR filings (45-day statutory lag from quarter-end). HoldLens federates positions across 82 tracked superinvestors and computes deltas (new / add / trim / exit) per ticker per filing. Quarterly cadence; Q1 2026 = SEC filing window ending 2026-05-15.
Based on publicly filed 13Fs for Q1 2026, filed with the SEC on 2026-05-15. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.
Reading for your research
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