Decreased2026-08-14
SUElliott Investment Management
11.06%portfolio weightSEC filing
Stocks held in common
Compare disclosed quarter-end holdings across investors.
Holdings as of 2026-06-30Filed 2026-08-13 – 2026-08-14Updated 2026-10-22
Data through 2026 Q2 · 20 stocks
| # | Stock / company | Consensus ⓘ | Holding | Increased | New | Decreased | 4Q trend | Evidence |
|---|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON COM INCCOM9/16 investors | 43.7/100 | 9 / 16 | ↑ 5 | — | ↓ 3 | → 0 | SEC |
| 02 | TSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS9/16 investors | 40.9/100 | 9 / 16 | ↑ 3 | + 1 | ↓ 4 | ↑ 1 | SEC |
| 03 | GOOGLALPHABET INCCAP STK CL A9/16 investors | 40.8/100 | 9 / 16 | ↑ 5 | + 1 | ↓ 2 | ↑ 2 | SEC |
| 04 | VVISA INCCOM CL A8/16 investors | 35.0/100 | 8 / 16 | ↑ 2 | + 1 | ↓ 2 | ↑ 3 | SEC |
| 05 | METAMETA PLATFORMS INCCL A7/16 investors | 31.2/100 | 7 / 16 | ↑ 2 | — | ↓ 4 | ↓ 1 | SEC |
| 06 | MSFTMICROSOFT CORPCOM6/16 investors | 26.6/100 | 6 / 16 | ↑ 1 | — | ↓ 4 | ↓ 3 | SEC |
| 07 | GOOGALPHABET INCCAP STK CL C5/16 investors | 24.0/100 | 5 / 16 | ↑ 4 | — | ↓ 1 | → 0 | SEC |
| 08 | UBERUBER TECHNOLOGIES INCCOM5/16 investors | 23.0/100 | 5 / 16 | ↑ 1 | + 1 | ↓ 1 | ↑ 1 | SEC |
| 09 | SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK5/16 investors | 19.3/100 | 5 / 16 | — | + 5 | — | ↑ 5 | SEC |
| 10 | MAMASTERCARD INCORPORATEDCL A4/16 investors | 19.1/100 | 4 / 16 | — | + 1 | ↓ 1 | ↑ 2 | SEC |
| 11 | AMDADVANCED MICRO DEVICES INCCOM5/16 investors | 18.8/100 | 5 / 16 | ↑ 1 | + 3 | ↓ 1 | ↑ 2 | SEC |
| 12 | RDDTReddit IncCL A5/16 investors | 18.7/100 | 5 / 16 | ↑ 1 | + 1 | ↓ 2 | ↑ 3 | SEC |
| 13 | NVDANVIDIA CORPORATIONCOM4/16 investors | 18.1/100 | 4 / 16 | ↑ 1 | — | ↓ 3 | ↓ 1 | SEC |
| 14 | LRCXLAM RESEARCH CORPCOM NEW4/16 investors | 17.3/100 | 4 / 16 | — | + 1 | ↓ 2 | ↑ 1 | SEC |
| 15 | ASMLASML HLDG NVN Y REGISTRY SHS4/16 investors | 17.1/100 | 4 / 16 | ↑ 2 | — | ↓ 2 | ↑ 3 | SEC |
| 16 | HUTHut 8 CorpCOM4/16 investors | 16.4/100 | 4 / 16 | ↑ 1 | + 2 | ↓ 1 | ↑ 4 | SEC |
| 17 | CVNACarvana CoCL A4/16 investors | 16.0/100 | 4 / 16 | ↑ 3 | + 1 | — | ↑ 1 | SEC |
| 18 | AVGOBROADCOM INCCOM4/16 investors | 15.9/100 | 4 / 16 | ↑ 2 | + 1 | ↓ 1 | ↑ 1 | SEC |
| 19 | NFLXNETFLIX INC.COM4/16 investors | 15.7/100 | 4 / 16 | — | + 1 | ↓ 2 | ↑ 1 | SEC |
| 20 | SESea LtdSPONSORD ADS4/16 investors | 15.4/100 | 4 / 16 | ↑ 1 | + 1 | ↓ 1 | ↓ 1 | SEC |
About the data and rankings
Quarter-end disclosures published with a delay. These are not live holdings or trade dates.
Ranked by shared holdings, portfolio weights and history. The score is not a buy recommendation.
Consensus reflects disclosed ownership, not valuation or expected returns. Share classes are tracked separately. How it works ↗
Position changes
All moves →Increased2026-08-14
NTRAStanley Druckenmiller
19.86%portfolio weightSEC filing
Decreased2026-08-14
MAAkre Capital Management
20.01%portfolio weightSEC filing