Q4 2025 season
Filings
| CoatuePhilippe Laffont | May 15 | $40.0B | 521 amend. | 13 | 35 |
| HimalayaLi Lu | Feb 18 | $3.6B | 91 amend. | 1 | 1 |
| Abrams BisonGavin Abrams | Feb 17 | $1.3B | 10 | 1 | 0 |
| AKOPatrick Hargreaves | Feb 17 | $6.6B | 22 | 2 | 3 |
| AltimeterBrad Gerstner | Feb 17 | $6.7B | 18 | 3 | 8 |
| AppaloosaDavid Tepper | Feb 17 | $6.9B | 38 | 2 | 9 |
| AtlanticAlex Roepers | Feb 17 | $178M | 10 | 4 | 5 |
| AtreidesGavin Baker | Feb 17 | $4.7B | 49 | 9 | 16 |
| BaronRon Baron | Feb 17 | $36.9B | 327 | 34 | 37 |
| CASClifford Sosin | Feb 17 | $2.3B | 5 | 0 | 0 |
| CenturyArnold Van Den Berg | Feb 17 | $436M | 126 | 22 | 2 |
| CoopermanLeon Cooperman | Feb 17 | $3.0B | 40 | 1 | 2 |
| D1Daniel Sundheim | Feb 17 | $10.7B | 42 | 13 | 9 |
| DorseyPat Dorsey | Feb 17 | $1.2B | 10 | 1 | 0 |
| DuquesneStanley Druckenmiller | Feb 17 | $4.2B | 58 | 26 | 30 |
| DurableHenry Ellenbogen | Feb 17 | $10.6B | 40 | 8 | 16 |
| EngagedGlenn Welling | Feb 17 | $392M | 9 | 0 | 0 |
| FairfaxPrem Watsa | Feb 17 | $2.1B | 29 | 3 | 3 |
| FairholmeBruce Berkowitz | Feb 17 | $1.4B | 15 | 4 | 1 |
| FPASteven Romick | Feb 17 | $7.5B | 61 | 4 | 2 |
Shared moves
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 17+31.08 pp | 36-53.32 pp | -22.24 pp |
| AMZNAmazon.Com Inc | 21+46.83 pp | 16-10.73 pp | +36.10 pp |
| MSFTMicrosoft Corp | 16+11.00 pp | 20-22.18 pp | -11.18 pp |
| METAMeta Platforms, Inc. Class A | 8+16.15 pp | 27-39.43 pp | -23.28 pp |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 13+10.14 pp | 9-6.91 pp | +3.23 pp |
| NVDANvidia Corp | 11+25.98 pp | 8-6.63 pp | +19.35 pp |
| VVISA Inc. | 8+8.90 pp | 10-1.88 pp | +7.02 pp |
| DISThe Walt Disney Company | 9+3.67 pp | 8-6.51 pp | -2.84 pp |
| COFCapital One Financial | 4+1.59 pp | 13-5.77 pp | -4.18 pp |
| FISVFiserv, Inc. | 9+3.28 pp | 7-11.90 pp | -8.62 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 5.0% | 43.9% | |
| MSFTMicrosoft Corp | 3.3% | 19.8% | |
| AMZNAmazon.Com Inc | 4.1% | 33.1% | |
| METAMeta Platforms, Inc. Class A | 3.7% | 20.9% | |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.8% | 10.5% | |
| VVISA Inc. | 3.2% | 18.1% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 4.9% | 36.4% | |
| NVDANvidia Corp | 3.6% | 22.7% | |
| AAPLApple Inc. | 0.4% | 50.3% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.6% | 6.5% |
Across the managers
| MDLNMedline Inc. Class A | 3.6% | |
| QQnity Electronics, Inc. | 2.2% | |
| ULUnilever plc | 0.3% | |
| MICCThe Magnum Ice Cream Company N.V. | 1.0% | |
| AEROGrupo Aeromexico, S.A.B. de C.V. | 2.0% | |
| ANDGAndersen Group Inc. | 0.4% | |
| BLLNBillionToOne, Inc. Class A | 0.1% | |
| LLYVKLiberty Live Holdings, Inc. Series C Liberty Live Group | 4.3% | |
| NPNeptune Insurance Holdings Inc. | 0.1% | |
| WLTHWealthfront Corporation | 0.7% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 50 quarters up to the prior season.