Q2 2025 season
Filings
| CantillonWilliam von Mueffling | Feb 17 | $17.3B | 381 amend. | 1 | 0 |
| Abrams BisonGavin Abrams | Aug 14 | $1.1B | 8 | 1 | 1 |
| AltimeterBrad Gerstner | Aug 14 | $6.9B | 18 | 3 | 7 |
| AppaloosaDavid Tepper | Aug 14 | $6.4B | 38 | 8 | 5 |
| ArielJohn Rogers | Aug 14 | $8.8B | 104 | 2 | 4 |
| AtlanticAlex Roepers | Aug 14 | $196M | 11 | 3 | 1 |
| AtreidesGavin Baker | Aug 14 | $3.6B | 48 | 17 | 10 |
| BaronRon Baron | Aug 14 | $36.9B | 306 | 20 | 28 |
| BerkshireGreg Abel | Aug 14 | $257.5B | 41 | 3 | 1 |
| CASClifford Sosin | Aug 14 | $2.1B | 4 | 0 | 0 |
| CenturyArnold Van Den Berg | Aug 14 | $352M | 110 | 10 | 2 |
| CoatuePhilippe Laffont | Aug 14 | $35.9B | 70 | 13 | 13 |
| CoopermanLeon Cooperman | Aug 14 | $2.8B | 40 | 3 | 4 |
| D1Daniel Sundheim | Aug 14 | $7.2B | 33 | 5 | 13 |
| DorseyPat Dorsey | Aug 14 | $1.1B | 10 | 1 | 2 |
| DuquesneStanley Druckenmiller | Aug 14 | $3.9B | 65 | 31 | 15 |
| DurableHenry Ellenbogen | Aug 14 | $13.2B | 44 | 4 | 11 |
| EngagedGlenn Welling | Aug 14 | $358M | 7 | 1 | 3 |
| FairfaxPrem Watsa | Aug 14 | $1.9B | 28 | 2 | 3 |
| FairholmeBruce Berkowitz | Aug 14 | $1.2B | 12 | 0 | 0 |
Shared moves
| CHYMChime Financial, Inc. Class A | +3.45 pp | Tiger Global+1.26 pp | |
| CRCLCircle Internet Group, Inc. | +6.28 pp | ARK+3.89 pp | |
| SESea Limited | +6.40 pp | Whale Rock+3.13 pp | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | +18.79 pp | Scion+11.09 pp | |
| BLDRBuilders FirstSource, Inc. | +8.71 pp | Atlantic+7.09 pp | |
| CIENCiena Corporation | +5.26 pp | Atreides+2.85 pp | |
| HNGEHinge Health, Inc. | +1.11 pp | Coatue+0.68 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 19+26.14 pp | 25-31.54 pp | -5.40 pp· 2 swapped classes |
| MSFTMicrosoft Corp | 17+21.38 pp | 25-25.54 pp | -4.16 pp |
| METAMeta Platforms, Inc. Class A | 10+11.72 pp | 23-24.08 pp | -12.36 pp |
| AMZNAmazon.Com Inc | 21+38.44 pp | 10-12.40 pp | +26.04 pp |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 16+39.39 pp | 11-21.04 pp | +18.35 pp |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 15+17.68 pp | 8-1.73 pp | +15.95 pp |
| NVDANvidia Corp | 18+32.99 pp | 3-2.53 pp | +30.46 pp |
| COFCapital One Financial | 8+16.46 pp | 11-5.30 pp | +11.16 pp |
| DISThe Walt Disney Company | 8+10.47 pp | 9-6.01 pp | +4.46 pp |
| VVISA Inc. | 4+3.44 pp | 13-11.88 pp | -8.44 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.2% | 32.8% | |
| MSFTMicrosoft Corp | 3.4% | 27.3% | |
| AMZNAmazon.Com Inc | 4.3% | 25.1% | |
| METAMeta Platforms, Inc. Class A | 4.2% | 20.0% | |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.9% | 9.2% | |
| VVISA Inc. | 3.2% | 13.3% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5.6% | 35.7% | |
| AAPLApple Inc. | 0.1% | 62.5% | |
| NVDANvidia Corp | 2.8% | 18.8% | |
| BACBank of America Corporation | 1.0% | 40.2% |
Across the managers
| CHYMChime Financial, Inc. Class A | 1.3% | |
| CRCLCircle Internet Group, Inc. | 3.9% | |
| HNGEHinge Health, Inc. | 0.7% | |
| RALRalliant Corporation | 0.7% | |
| ANGIAngi Inc. Class A | 1.6% | |
| CAICaris Life Sciences, Inc. | 0.8% | |
| CVLTCommvault Systems, Inc. | 0.4% | |
| MNTNMNTN, Inc. | 0.1% | |
| SMASmartStop Self Storage REIT, Inc. | 0.3% | |
| ETOReToro Group Ltd. Class A | 0.3% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 48 quarters up to the prior season.