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SEC FORM 13F · QUARTERLY MOVES

Q2 2026 guru moves

Newly added, increased and reduced positions reported in U.S. SEC 13F filings, grouped by direction.

As filed 2026-06-3018 gurus351 new · 493 increased · 515 reduced

NEW POSITIONS

Newly added positions

320 stocks
  1. 1
    Intel Corporation3 gurus

    Bridgewater (founded by Ray Dalio) · Philippe Laffont · Soros Fund (founded by George Soros)

    INTC-US · Nasdaq · Value $1.7B
  2. 2
    Advanced Micro Devices3 gurus

    Chase Coleman · Philippe Laffont · Stanley Druckenmiller

    AMD-US · Nasdaq · Value $490.1M
  3. 3
    Bruker3 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio) · Michael Burry

    BRKR-US · Nasdaq · Value $69.5M
  4. 4
    Visa Class A2 gurus

    Bill Ackman · Chase Coleman

    V-US · New York Stock Exchange · Value $1.4B
  5. 5
    Home Depot2 gurus

    Gates Foundation Trust · Lone Pine (founded by Stephen Mandel)

    HD-US · New York Stock Exchange · Value $1.3B
  6. 6
    Seagate Technology Holdings2 gurus

    Chase Coleman · Lone Pine (founded by Stephen Mandel)

    STX-US · Nasdaq · Value $1.2B
  7. 7
    Hut 8 Mining2 gurus

    Philippe Laffont · Stanley Druckenmiller

    HUT-US · Nasdaq · Value $1.2B
  8. 8
    MSCI2 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio)

    MSCI-US · New York Stock Exchange · Value $659.8M
  9. 9
    TTM Technologies2 gurus

    Daniel Loeb · Lone Pine (founded by Stephen Mandel)

    TTMI-US · Nasdaq · Value $606.5M
  10. 10
    Warner Bros. Discovery Series A2 gurus

    Daniel Loeb · David Einhorn

    WBD-US · Nasdaq · Value $593.1M
  11. 11
    Morgan Stanley2 gurus

    Andreas Halvorsen · Soros Fund (founded by George Soros)

    MS-US · New York Stock Exchange · Value $343.2M
  12. 12
    BITDEER TECHNOLOGIES GROUP A2 gurus

    Lone Pine (founded by Stephen Mandel) · Stanley Druckenmiller

    BTDR-US · Nasdaq · Value $176.1M
  13. 13
    Boeing2 gurus

    Bridgewater (founded by Ray Dalio) · David Tepper

    BA-US · New York Stock Exchange · Value $174.3M
  14. 14
    CME Group Class A2 gurus

    Andreas Halvorsen · Seth Klarman

    CME-US · Nasdaq · Value $170.5M
  15. 15
    FORTUNE BRANDS INNOVATIONS2 gurus

    Bridgewater (founded by Ray Dalio) · David Einhorn

    FBIN-US · New York Stock Exchange · Value $125.4M

INCREASED POSITIONS

Increased positions

446 stocks
  1. 1
    Alphabet Class A5 gurus

    Daniel Loeb · Lone Pine (founded by Stephen Mandel) · Philippe Laffont + 2 more

    GOOGL-US · Nasdaq · Value $30.5B↔ 2 in the other direction
  2. 2
    Amazon Com5 gurus

    Andreas Halvorsen · David Tepper · Philippe Laffont + 2 more

    AMZN-US · Nasdaq · Value $5.9B↔ 5 in the other direction
  3. 3
    Alphabet Class C3 gurus

    David Tepper · Seth Klarman · Warren Buffett

    GOOG-US · Nasdaq · Value $10.7B↔ 2 in the other direction
  4. 4
    Meta Platforms Class A3 gurus

    Andreas Halvorsen · Bill Ackman · David Tepper

    META-US · Nasdaq · Value $3.2B↔ 4 in the other direction
  5. 5
    Visa Class A3 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio) · Lone Pine (founded by Stephen Mandel)

    V-US · New York Stock Exchange · Value $2.3B↔ 1 in the other direction
  6. 6
    Carvana Class A3 gurus

    Andreas Halvorsen · Lone Pine (founded by Stephen Mandel) · Philippe Laffont

    CVNA-US · New York Stock Exchange · Value $1.7B
  7. 7
    Taiwan Semiconductor Manufacturing3 gurus

    Daniel Loeb · David Tepper · Stanley Druckenmiller

    TSM-US · New York Stock Exchange · Value $1.3B↔ 6 in the other direction
  8. 8
    Delta Air Lines2 gurus

    Bridgewater (founded by Ray Dalio) · Warren Buffett

    DAL-US · New York Stock Exchange · Value $5.4B
  9. 9
    Micron Technology2 gurus

    Philippe Laffont · Soros Fund (founded by George Soros)

    MU-US · Nasdaq · Value $3.7B↔ 2 in the other direction
  10. 10
    Microsoft2 gurus

    Bill Ackman · Philippe Laffont

    MSFT-US · Nasdaq · Value $3.4B↔ 4 in the other direction
  11. 11
    Uber Technologies2 gurus

    Bill Ackman · David Tepper

    UBER-US · New York Stock Exchange · Value $3B↔ 1 in the other direction
  12. 12
    Broadcom2 gurus

    Philippe Laffont · Soros Fund (founded by George Soros)

    AVGO-US · Nasdaq · Value $2.3B↔ 2 in the other direction
  13. 13
    Lennox International2 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio)

    LII-US · New York Stock Exchange · Value $947.8M
  14. 14
    Medline Inc. Class A Common Stock2 gurus

    Lone Pine (founded by Stephen Mandel) · Soros Fund (founded by George Soros)

    MDLN-US · Nasdaq · Value $891.6M↔ 1 in the other direction
  15. 15
    Fedex2 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio)

    FDX-US · New York Stock Exchange · Value $694.6M

REDUCED POSITIONS

Reduced positions

433 stocks
  1. 1
    Taiwan Semiconductor Manufacturing6 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio) · Chase Coleman + 3 more

    TSM-US · New York Stock Exchange · Value $8.4B↔ 3 in the other direction
  2. 2
    Amazon Com5 gurus

    Bill Ackman · Bridgewater (founded by Ray Dalio) · Chase Coleman + 2 more

    AMZN-US · Nasdaq · Value $5.5B↔ 5 in the other direction
  3. 3
    NVIDIA4 gurus

    Bridgewater (founded by Ray Dalio) · Chase Coleman · Philippe Laffont + 1 more

    NVDA-US · Nasdaq · Value $4.4B↔ 1 in the other direction
  4. 4
    Meta Platforms Class A4 gurus

    Bridgewater (founded by Ray Dalio) · Chase Coleman · Philippe Laffont + 1 more

    META-US · Nasdaq · Value $3.1B↔ 3 in the other direction
  5. 5
    Microsoft4 gurus

    Andreas Halvorsen · Bridgewater (founded by Ray Dalio) · Chase Coleman + 1 more

    MSFT-US · Nasdaq · Value $1.7B↔ 2 in the other direction
  6. 6
    Mastec4 gurus

    Bridgewater (founded by Ray Dalio) · Daniel Loeb · Lone Pine (founded by Stephen Mandel) + 1 more

    MTZ-US · New York Stock Exchange · Value $898.4M↔ 1 in the other direction
  7. 7
    Lam Research3 gurus

    Bridgewater (founded by Ray Dalio) · Chase Coleman · Philippe Laffont

    LRCX-US · Nasdaq · Value $5.9B
  8. 8
    Applied Material3 gurus

    Bridgewater (founded by Ray Dalio) · Chase Coleman · Philippe Laffont

    AMAT-US · Nasdaq · Value $4.4B
  9. 9
    GE Vernova3 gurus

    Bridgewater (founded by Ray Dalio) · Chase Coleman · Philippe Laffont

    GEV-US · New York Stock Exchange · Value $4.1B
  10. 10
    BROOKFIELD A (NYS)3 gurus

    Akre Capital (founded by Chuck Akre) · Bill Ackman · Lone Pine (founded by Stephen Mandel)

    BN-US · New York Stock Exchange · Value $3B
  11. 11
    ASML Holding NV ADR3 gurus

    Bridgewater (founded by Ray Dalio) · Lone Pine (founded by Stephen Mandel) · Philippe Laffont

    ASML-US · Nasdaq · Value $1.8B↔ 2 in the other direction
  12. 12
    Spotify Technology3 gurus

    Bridgewater (founded by Ray Dalio) · Chase Coleman · Philippe Laffont

    SPOT-US · New York Stock Exchange · Value $1.2B
  13. 13
    Carpenter Technology3 gurus

    Daniel Loeb · Lone Pine (founded by Stephen Mandel) · Soros Fund (founded by George Soros)

    CRS-US · New York Stock Exchange · Value $729.2M↔ 1 in the other direction
  14. 14
    Capital One Financial3 gurus

    Andreas Halvorsen · Soros Fund (founded by George Soros) · Warren Buffett

    COF-US · New York Stock Exchange · Value $709.2M↔ 1 in the other direction
  15. 15
    Woodward3 gurus

    Bridgewater (founded by Ray Dalio) · Soros Fund (founded by George Soros) · Stanley Druckenmiller

    WWD-US · Nasdaq · Value $61M

Factual information from reported filings; not investment advice.