What big investors reported

$24.38 B total reported value across 997 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗

Q2 2026 · newest on this pageStocks:14NEW THIS QUARTER23MORE SHARES28FEWER SHARES19NO LONGER LISTEDvs Q1 2026, filed May 15, 2026

The simple explanation

For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 14 new positions, 23 positions with more shares reported, 28 positions with fewer shares reported, and 19 positions that no longer appear.

Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.

13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.

What changed since the prior report

Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.

Matching changes

by position value

FEWER SHARESAPPLIED MATLS INC$210.7 M
−268,492 sh
MORE SHARESLLYELI LILLY & CO$104.4 M
+16,211 sh
NEW THIS QUARTER

Sources and exact comparison rules

Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.

Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.

Matching common-share positions

65 matched rows

Position	Value	Filed amount	Change
SEC issuerAPPLIED MATLS INC	$210.7 M0.9% of filing	291,426 sh	FEWER SHARES
LLYELI LILLY & CO	$104.4 M0.4% of filing

What big investors reported

Matches for “LI”

David Tepper

Cathie Wood

Warren Buffett

Ray Dalio

Ken Griffin

Stanley Druckenmiller

Elliott Investment Management

Soros Fund Management

Dan Loeb

Tiger Global Management

Seth Klarman

Renaissance Technologies

Older reports

Michael Burry

David Einhorn

The simple explanation

What changed since the prior report

Matching changes

Matching common-share positions

No longer listed