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:3NEW THIS QUARTER7MORE SHARES9FEWER SHARES3NO 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 3 new positions, 7 positions with more shares reported, 9 positions with fewer shares reported, and 3 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 SHARESCENTURY ALUM CO$21.8 M
−258,589 sh
MORE SHARESLUMENTUM HLDGS INC$16.0 M
+12,811 sh
MORE SHARES

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

19 matched rows

Position	Value	Filed amount	Change
SEC issuerCENTURY ALUM CO	$21.8 M0.1% of filing	473,928 sh	FEWER SHARES
SEC issuerLUMENTUM HLDGS INC	$16.0 M0.1% of filing	18,629 sh

What big investors reported

Matches for “LU”

Cathie Wood

Ray Dalio

Carl Icahn

Ken Griffin

Stanley Druckenmiller

Soros Fund Management

Dan Loeb

Tiger Global Management

Renaissance Technologies

Older reports

Michael Burry

The simple explanation

What changed since the prior report

Matching changes

Matching common-share positions

No longer listed