holdwiseInvestor holdings
MenuStocksInvestorsMovesMethodologyNewsletter
PUBLICLY DISCLOSED CHANGES

Reported position changes

Significant ownership disclosures

Third Point → Strata Critical Medical, Inc. · 5.80%Ownership source
Icahn → Icahn Enterprises L.P. · 87.69%Ownership source
Elliott Investment Management → Seadrill Ltd · 5.80%Ownership source
Viking Global → BridgeBio Pharma, Inc. · 5.00%Ownership source
Ownership basis

Disclosed ownership of the named reporting person. Joint reporting percentages are not added together. Separate from quarterly Consensus.

791 disclosed changes

↔ Scroll table

FiledInvestorStockChangeShares ΔWeightSource
2026-08-14Elliott Investment ManagementSUSUNCOR ENERGY INC NEWCOMDecreased-44.1%11.06% -10.8 ppSEC filing
2026-08-14Duquesne Family OfficeNTRANatera IncCOMIncreased+4.0%19.86% -1.0 ppSEC filing
2026-08-14Akre Capital ManagementMAMASTERCARD INCORPORATEDCL ADecreased-12.8%20.01% +1.4 ppSEC filing
2026-08-14Third PointAMZNAMAZON COM INCCOMDecreased-9.8%8.98% -10.4 ppSEC filing
2026-08-13Baupost GroupAMZNAMAZON COM INCCOMIncreased+20.0%16.48% +3.8 ppSEC filing
2026-08-14AppaloosaAMZNAMAZON COM INCCOMIncreased+15.7%15.95% +0.8 ppSEC filing
2026-08-14AppaloosaMUMICRON TECHNOLOGY INCCOMDecreased-41.4%15.06% +5.6 ppSEC filing
2026-08-14Tiger GlobalGOOGLALPHABET INCCAP STK CL ADecreased-45.4%8.65% -4.7 ppSEC filing
2026-08-14Third PointTDSTELEPHONE & DATA SYS INCCOM NEWDecreased-4.9%5.00% -8.3 ppSEC filing
2026-08-13Baupost GroupQSRRESTAURANT BRANDS INTL INCCOMDecreased-16.4%9.04% -2.6 ppSEC filing
2026-08-14Third PointWARNER BROS DISCOVERY INCWARNER BROS DISCOVERY INCCOM SER ANew—11.48% +11.5 ppSEC filing
2026-08-14Akre Capital ManagementBNBROOKFIELD CORPCL A LTD VT SHDecreased-28.8%10.11% -1.2 ppSEC filing
2026-08-14Coatue ManagementTSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADSDecreased-4.0%8.76% -2.0 ppSEC filing
2026-08-14AppaloosaTSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADSIncreased+24.3%10.55% +3.0 ppSEC filing
2026-08-14Akre Capital ManagementMCOMOODYS CORPCOMDecreased-7.2%10.26% +1.4 ppSEC filing
2026-08-14Elliott Investment ManagementHPEHEWLETT PACKARD ENTERPRISE CCOMIncreased+17.7%10.19% +6.1 ppSEC filing
2026-08-14Tiger GlobalTSMTAIWAN SEMICONDUCTOR MANUFACSPONSORED ADSDecreased-12.3%9.72% +1.5 ppSEC filing
2026-08-14Tiger GlobalAMZNAMAZON COM INCCOMDecreased-3.2%9.62% +0.5 ppSEC filing
2026-08-14Third PointCRHCrh PlcORDIncreased+15.5%5.06% -4.5 ppSEC filing
2026-08-14Berkshire HathawayBACBANK OF AMER CORPCOMDecreased-5.9%9.20% -0.3 ppSEC filing
2026-08-14Berkshire HathawayGOOGLALPHABET INCCAP STK CL AIncreased+45.2%9.41% +3.5 ppSEC filing
2026-08-14Tiger GlobalNVDANVIDIA CORPORATIONCOMDecreased-6.8%9.34% +0.2 ppSEC filing
2026-08-13Baupost GroupGOOGALPHABET INCCAP STK CL CIncreased+16.2%8.95% +2.3 ppSEC filing
2026-08-14AppaloosaGOOGALPHABET INCCAP STK CL CIncreased+6.8%8.75% +0.4 ppSEC filing
2026-08-14Elliott Investment ManagementLUVSOUTHWEST AIRLS COCOMDecreased-19.9%8.75% +1.6 ppSEC filing
2026-08-14FundsmithMARMARRIOTT INTL INC NEWCL ADecreased-23.3%7.02% -1.6 ppSEC filing
2026-08-14Akre Capital ManagementFICOFAIR ISAAC CORPCOMDecreased-0.5%8.47% +2.1 ppSEC filing
2026-08-14Coatue ManagementLRCXLAM RESEARCH CORPCOM NEWDecreased-6.0%8.41% +1.0 ppSEC filing
2026-08-14TCI Fund ManagementCPCANADIAN PACIFIC KANSAS CITYCOMDecreased-2.6%7.44% -0.7 ppSEC filing
2026-08-14Akre Capital ManagementVVISA INCCOM CL ADecreased-32.2%7.46% -0.6 ppSEC filing
2026-08-14Third PointSGISOMNIGROUP INTERNATIONAL INCCOMIncreased+13.2%4.34% -3.7 ppSEC filing
2026-08-14Third PointGOOGLALPHABET INCCAP STK CL AIncreased+485.7%7.89% +5.5 ppSEC filing
2026-08-14FundsmithSYKSTRYKER CORPORATIONCOMDecreased-4.8%6.72% -1.1 ppSEC filing
2026-08-14Akre Capital ManagementROPROPER TECHNOLOGIES INCCOMDecreased-6.4%7.80% +0.5 ppSEC filing
2026-08-14Tiger GlobalMETAMETA PLATFORMS INCCL ADecreased-8.5%6.63% -1.1 ppSEC filing
2026-08-14Coatue ManagementGEVGE VERNOVA INCCOMDecreased-0.6%6.18% -1.5 ppSEC filing
2026-08-13Baupost GroupWCCWESCO INTL INCCOMDecreased-53.9%4.23% -3.5 ppSEC filing
2026-08-14AppaloosaUBERUBER TECHNOLOGIES INCCOMIncreased+21.5%7.43% -0.2 ppSEC filing
2026-08-14Coatue ManagementMUMICRON TECHNOLOGY INCCOMIncreased+1,793.7%7.46% +7.3 ppSEC filing
2026-08-14FundsmithWATWATERS CORPCOMDecreased-29.2%6.25% -1.2 ppSEC filing
2026-08-14Lone Pine CapitalVSTVISTRA CORPCOMExited-100.0%0.00% -7.4 ppSEC filing
2026-08-14Soros Fund ManagementAMZNAMAZON COM INCCOMDecreased-39.2%4.65% -2.7 ppSEC filing
2026-08-14AppaloosaBABAALIBABA GROUP HLDG LTDSPONSORED ADSDecreased-42.3%2.57% -4.8 ppSEC filing
2026-08-14FundsmithVVISA INCCOM CL ADecreased-34.9%5.08% -2.2 ppSEC filing
2026-08-13Baupost GroupUNPUNION PAC CORPCOMDecreased-23.1%5.95% -1.4 ppSEC filing
2026-08-14Lone Pine CapitalNBISNEBIUS GROUP N.V.SHS CLASS ANew—7.19% +7.2 ppSEC filing
2026-08-14Lone Pine CapitalASMLASML HLDG NVN Y REGISTRY SHSDecreased-13.1%6.92% +0.0 ppSEC filing
2026-08-14Akre Capital ManagementCSGPCOSTAR GROUP INCCOMIncreased+13.1%6.49% -0.3 ppSEC filing
2026-08-14TCI Fund ManagementGOOGALPHABET INCCAP STK CL CIncreased+12.3%6.65% +1.0 ppSEC filing
2026-08-14FundsmithGOOGLALPHABET INCCAP STK CL ADecreased-40.0%4.64% -2.0 ppSEC filing
HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.