What Top Fund Managers Bought & Sold Last Quarter (13F Consensus)
20 tracked managers — Buffett, Druckenmiller, Ackman, Li Lu, Peltz and the rest of the Fund Managers panel — aggregated stock by stock from their latest SEC 13F filings. Consensus is counted in funds, never dollars (Berkshire's size would drown every other vote), share classes merge into one company, and every move is dated to its own report quarter. A curated panel this size is an overlap of independent research — not "the smart money" as a class, and the data is at least 45 days old by design.
Latest filings in plain English
In Q2 2026 — the latest quarter, with 18 of 20 tracked funds filed — the panel made 142 buy actions (57 new positions + 85 adds) against 119 sell actions (69 trims + 50 exits): net buying of 23. That flips 3 straight net-selling quarters. GOOGL remains the most widely held name (11 of 20 funds), 15 stocks drew buys from two or more managers, led by GOOGL, and 11 drew sells, led by META. All counts are funds acting — never dollars — above a 0.5%-of-portfolio floor; trailing filings: Burry (Q3 2025), Ackman (Q1 2026).
Sources, methodology & freshnessLast updated 2026-08-14 · Open ↓Close ↑
Net buying of 23 across the panel's Q2 2026 filings. That flips 3 straight net-selling quarters.
Most held: GOOGL (11/20 funds, GOOGL + GOOG merged) · 15 consensus buys · 11 sells · top buy GOOGL. Filings trail for Burry (Q3 2025), Ackman (Q1 2026).
Panel activity by quarter — buys vs sells
Every floor-cleared move across the panel, bucketed by each fund's own report quarter (funds file on different schedules, so bucket sizes differ — the fund count is printed under each bar). Buy actions are new positions plus adds; sell actions are trims plus exits; the ink tick is the net. Quarters with fewer than 10 contributing funds are omitted as too thin to read.
Consensus buys — opened or added by 2+ managers
Names two or more of the panel opened or added in their latest reported quarter, counting only positions above 0.5% of each fund's portfolio. The strongest overlap — three or more managers — is GOOGL, AMZN, TSM, SPCX. Managers whose filing trails the panel's modal quarter carry a quarter tag.
| Company | Opened / added | Managers |
|---|---|---|
| GOOGL + GOOG | 8 (2 new · 6 adds) | Buffett, Klarman, Tepper, Hohn, Loeb, Druckenmiller, Gerstner, Baron |
| AMZN | 6 (0 new · 6 adds) | Ackman (Q1 2026), Klarman, Tepper, Gerstner, Druckenmiller, Baron |
| TSM | 5 (1 new · 4 adds) | Tepper, Gerstner, Druckenmiller, Loeb, Smith |
| SPCX | 4 (4 new · 0 adds) | Baron, Gerstner, Loeb, Tepper |
| DAL | 2 (1 new · 1 adds) | Buffett, Druckenmiller |
| HD | 2 (2 new · 0 adds) | Mandel, Larson |
| AMAT | 2 (2 new · 0 adds) | Mandel, Gerstner |
| PFGC | 2 (1 new · 1 adds) | Mandel, Loeb |
| CRWV | 2 (1 new · 1 adds) | Gerstner, Tepper |
| TTMI | 2 (2 new · 0 adds) | Mandel, Loeb |
| WBD | 2 (2 new · 0 adds) | Loeb, Einhorn |
| UBER | 2 (1 new · 1 adds) | Tepper, Smith |
| NVDA | 2 (0 new · 2 adds) | Tepper, Baron |
| HUT | 2 (1 new · 1 adds) | Loeb, Druckenmiller |
| MSFT | 2 (1 new · 1 adds) | Ackman (Q1 2026), Gerstner |
Consensus sells — trimmed or exited by 2+ managers
The other side: names two or more managers reduced or fully exited. Read exits with their quarter tags — a lagging fund's exit happened months before the modal panel's moves — and remember a 13F cannot show why anyone sold.
| Company | Trimmed / exited | Managers |
|---|---|---|
| META | 3 (2 trims · 1 exits) | Gerstner, Smith, Loeb |
| MSFT | 3 (1 trims · 2 exits) | Smith, Hohn, Tepper |
| QSR | 2 (1 trims · 1 exits) | Klarman, Druckenmiller |
| CRS | 2 (2 trims · 0 exits) | Mandel, Loeb |
| MTZ | 2 (2 trims · 0 exits) | Mandel, Loeb |
| BAC | 2 (1 trims · 1 exits) | Buffett, Lu |
| GLW | 2 (1 trims · 1 exits) | Mandel, Tepper |
| SNDK | 2 (1 trims · 1 exits) | Tepper, Druckenmiller |
| GQ9 | 2 (1 trims · 1 exits) | Loeb, Einhorn |
| AVGO | 2 (0 trims · 2 exits) | Druckenmiller, Loeb |
| GOOGL + GOOG | 2 (2 trims · 0 exits) | Smith, Ackman (Q1 2026) |
Most held — the panel's common ground
Ranked by how many of the 20 funds hold the name. Combined value is context only — it mixes portfolios of very different sizes and report quarters, which is exactly why nothing here ranks by dollars.
| Company | Holders | Largest position |
|---|---|---|
| GOOGL + GOOG | 11 / 20 | Lu · 47.9% of portfolio |
| AMZN | 7 / 20 | Ackman · 17.4% of portfolio |
| TSM | 5 / 20 | Tepper · 10.2% of portfolio |
| SPCX | 4 / 20 | Baron · 37.4% of portfolio |
| UBER | 4 / 20 | Ackman · 15.7% of portfolio |
| META | 4 / 20 | Ackman · 11.1% of portfolio |
| V | 3 / 20 | Hohn · 19.8% of portfolio |
| MSFT | 3 / 20 | Ackman · 15.3% of portfolio |
| NVDA | 3 / 20 | Gerstner · 19.2% of portfolio |
| ASML | 3 / 20 | Mandel · 6.9% of portfolio |
| HUT | 3 / 20 | Mandel · 4.1% of portfolio |
| AAPL | 2 / 20 | Buffett · 22.0% of portfolio |
| GE | 2 / 20 | Peltz · 35.6% of portfolio |
| MCO | 2 / 20 | Hohn · 12.3% of portfolio |
| BRK/B + BRK/A | 2 / 20 | Larson · 21.4% of portfolio |
Conviction corner — the biggest single bets
The largest single-fund position weights across the panel — what each manager is actually sized into, regardless of whether anyone else agrees. Click through to the manager's full portfolio.
IEP is Icahn Enterprises — Icahn's own listed vehicle, so that weight is self-affiliation, not an outside stock pick.
Options positions — disclosed, not counted
13Fs also list holdings of listed options, and this panel filed 28 of them. They are excluded from every consensus count — a put is not a buy — but shown here because concentrated managers' options books are exactly what readers ask about. Filed notional value, not premium at risk; intent is invisible.
| Manager | Underlying | Type | Reported value |
|---|---|---|---|
| Singer | NDQ | Put | $2.6B |
| Singer | IGV | Put | $1.4B |
| Singer | XLI | Put | $959M |
| Burry | PLTR | Put | $912M |
| Singer | XLY | Put | $833M |
| Singer | XLP | Put | $800M |
| Singer | GDX | Put | $690M |
| Singer | IHI | Put | $618M |
| Tepper | AAPL | Put | $242M |
| Burry | NVDA | Put | $187M |
| Druckenmiller | RSP | Call | $175M |
| Singer | SMH | Put | $164M |
| Burry | PFE | Call | $153M |
| Druckenmiller | EWZ | Call | $146M |
| Druckenmiller | IM8N | Call | $144M |
| Druckenmiller | AMZN | Call | $109M |
| Druckenmiller | IWM | Call | $99M |
| Singer | XME | Put | $96M |
| Singer | RSP | Put | $84M |
| Singer | IWM | Put | $75M |
| Singer | IHI | Call | $69M |
| Druckenmiller | SPY | Call | $67M |
| Burry | HAL | Call | $62M |
| Druckenmiller | TSLA | Call | $53M |
| Druckenmiller | CDW | Call | $35M |
| Loeb | SPY | Put | $29M |
| Druckenmiller | META | Call | $28M |
| Tepper | BRK/B | Put | $13M |
Full activity — every floor-cleared move
Every name with at least one floor-cleared move in the panel's latest filings, sorted by net activity (opens + adds − trims − exits). Disagreement is normal — these are independent managers. Excluded from all counts and disclosed: 28 options positions, 67 holdings without a resolvable ticker, 2 warrants, 5 debt securities (notes share their issuer's CUSIP root, so without this filter a convertible-note position would count as a stock buy).
| Company | New | Adds | Trims | Exits | Net |
|---|---|---|---|---|---|
| GOOGL + GOOG | 2 | 6 | 2 | — | +6 |
| AMZN | — | 6 | 1 | — | +5 |
| TSM | 1 | 4 | — | — | +5 |
| SPCX | 4 | — | — | — | +4 |
| META | — | 1 | 2 | 1 | -2 |
| DAL | 1 | 1 | — | — | +2 |
| QSR | — | — | 1 | 1 | -2 |
| HD | 2 | — | — | — | +2 |
| AMAT | 2 | — | — | — | +2 |
| PFGC | 1 | 1 | — | — | +2 |
| CRS | — | — | 2 | — | -2 |
| CRWV | 1 | 1 | — | — | +2 |
| MTZ | — | — | 2 | — | -2 |
| TTMI | 2 | — | — | — | +2 |
| WBD | 2 | — | — | — | +2 |
| BAC | — | — | 1 | 1 | -2 |
| GLW | — | — | 1 | 1 | -2 |
| SNDK | — | — | 1 | 1 | -2 |
| GQ9 | — | — | 1 | 1 | -2 |
| UBER | 1 | 1 | 1 | — | +1 |
| V | — | — | 1 | — | -1 |
| MSFT | 1 | 1 | 1 | 2 | -1 |
| NVDA | — | 2 | — | 1 | +1 |
| HUT | 1 | 1 | 1 | — | +1 |
| MCO | — | — | — | 1 | -1 |
| CNR | — | — | 1 | — | -1 |
| MOH | 1 | — | — | — | +1 |
| OXY | — | — | — | 1 | -1 |
| DVA | — | — | 1 | — | -1 |
| WM | — | — | 1 | — | -1 |
| SPGI | — | — | — | 1 | -1 |
| TSLA | — | 1 | — | — | +1 |
| IEP | — | 1 | — | — | +1 |
| CP | — | — | 1 | — | -1 |
| BN | — | — | 1 | — | -1 |
| KR | — | — | 1 | — | -1 |
| MSCI | — | 1 | — | — | +1 |
| SU | — | — | 1 | — | -1 |
| HPE | — | 1 | — | — | +1 |
| H | — | 1 | — | — | +1 |
Net buying of 23 across the panel's Q2 2026 filings. That flips 3 straight net-selling quarters.
Most held: GOOGL (11/20 funds, GOOGL + GOOG merged) · 15 consensus buys · 11 sells · top buy GOOGL. Filings trail for Burry (Q3 2025), Ackman (Q1 2026).
How 13F Consensus Tracker Works
- 1Start from the same filings as the fund pagesEach manager's latest 13F-HR filing is parsed quarterly from SEC EDGAR for our fund pages. This page aggregates those exact per-fund datasets — including the fetcher's precomputed NEW / ADD / TRIM statuses and exit lists — so the consensus view can never disagree with a fund's own page about the same filing.
- 2Merge share classes into one companyRows join on the CUSIP issuer root, so GOOGL and GOOG read as one Alphabet row instead of splitting the holder count across classes. Options positions, warrants, debt securities (notes share their issuer’s CUSIP root) and holdings without a resolvable ticker are excluded from consensus and disclosed in counts.
- 3Count funds, never dollarsConsensus is the number of managers acting. Dollars moved would mislead: Berkshire's portfolio is hundreds of times some panel members', so summed dollars would just measure Buffett. Combined value appears as context only. A 0.5%-of-portfolio floor keeps a diversified shop's tail positions from pairing into fake consensus.
- 4Date every move honestlyFunds file on different schedules: most of the panel sits on the latest quarter, some lag a quarter, and Scion is frozen at its final 2025 filing. Every move carries its own report quarter, and the page states which funds trail the modal quarter rather than pretending the panel filed in lockstep.