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THE INVESTORS

Investor portfolios

16 verified reporting groups. Equal weight in Consensus.

BH20/20 quarters

Warren Buffett / successors

Berkshire Hathaway

1 new7 increased1 exited
PS20/20 quarters

Bill Ackman

Pershing Square

— new— increased— exited
DF20/20 quarters

Stanley Druckenmiller

Duquesne Family Office

44 new15 increased23 exited
A20/20 quarters

David Tepper

Appaloosa

6 new11 increased12 exited
GC10/20 quarters

David Einhorn

Greenlight Capital

— new— increased— exited
TP20/20 quarters

Daniel Loeb

Third Point

16 new13 increased9 exited
SF20/20 quarters

Soros Fund Management

Soros Fund Management

88 new47 increased79 exited
CM20/20 quarters

Philippe Laffont

Coatue Management

9 new9 increased5 exited
TG20/20 quarters

Chase Coleman

Tiger Global

9 new6 increased17 exited
TF20/20 quarters

Chris Hohn

TCI Fund Management

2 new2 increased1 exited
LP20/20 quarters

Lone Pine Capital

Lone Pine Capital

13 new8 increased15 exited
VG20/20 quarters

Viking Global

Viking Global

35 new18 increased22 exited
BG20/20 quarters

Seth Klarman

Baupost Group

3 new6 increased2 exited
V0/20 quarters

ValueAct Capital

ValueAct

— new— increased— exited
I20/20 quarters

Carl Icahn

Icahn

0 new2 increased0 exited
EI20/20 quarters

Elliott Investment Management

Elliott Investment Management

2 new2 increased2 exited
SA17/20 quarters

Michael Burry

Scion Asset Management

— new— increased— exited
AC20/20 quarters

Akre Capital Management

Akre Capital Management

0 new2 increased0 exited
F20/20 quarters

Terry Smith / Fundsmith

Fundsmith

13 new4 increased6 exited
HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.