Q2 2026 — superinvestor 13F recap
3980 tracked 13F moves filed by 26 managers across 2974 tickers. Filed with the SEC on 2026-08-14.
452 new positions · 2077 adds · 1145 trims · 306 exits. Net action: +1078.
What they bought for the first time
What they fully walked away from
The 15 tickers that moved most
Top 10 busiest managers in Q2 2026
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 2787 |
| 2 | Polen Capital Polen Capital Management | 261 |
| 3 | Tom Slater Baillie Gifford (Long Term Global Growth) | 221 |
| 4 | Andreas Halvorsen Viking Global Investors | 93 |
| 5 | Stanley Druckenmiller Duquesne Family Office | 91 |
| 6 | Howard Marks Oaktree Capital | 67 |
| 7 | Bill Nygren Oakmark Funds | 50 |
| 8 | Stephen Mandel Lone Pine Capital | 48 |
| 9 | Chase Coleman Tiger Global Management | 47 |
| 10 | Lee Ainslie Maverick Capital | 40 |
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 2397 | 1311 | +1086 |
| Consumer Staples | 5 | 2 | +3 |
| Utilities | 4 | 1 | +3 |
| Energy | 5 | 2 | +3 |
| Consumer Discretionary | 15 | 14 | +1 |
| Healthcare | 5 | 4 | +1 |
| Industrials | 6 | 6 | +0 |
| Real Estate | 2 | 2 | +0 |
| Materials | 0 | 1 | -1 |
| Technology | 52 | 56 | -4 |
| Financials | 33 | 39 | -6 |
| Communication | 5 | 13 | -8 |
Frequently asked questions
How many 13F moves filed in Q2 2026?
3980 tracked 13F moves filed in Q2 2026: 452 new positions, 2077 adds, 1145 trims, 306 exits. Across 26 active managers and 2974 unique tickers. Filed with SEC 2026-08-14.
Were superinvestors net buyers or sellers in Q2 2026?
Q2 2026 net action: 2529 buy-side moves (452 new + 2077 adds) vs 1451 sell-side moves (1145 trims + 306 exits). Net: +1078 (net accumulation). Full breakdown by sector + manager below.
When are Q2 2026 13F filings released?
Form 13F-HR is filed within 45 days of quarter-end per SEC regulation. Q2 2026 filings completed by 2026-08-14. HoldLens aggregates positions across 82 tracked superinvestors as filings arrive — see /methodology for refresh cadence + lag windows.
Where does Q2 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; Q2 2026 = SEC filing window ending 2026-08-14.
Based on publicly filed 13Fs for Q2 2026, filed with the SEC on 2026-08-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.
Reading for your research
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