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
2026-08-14Duquesne Family OfficeLRCXLAM RESEARCH CORPCOM NEWNew—0.43% +0.4 ppSEC filing
2026-08-14Coatue ManagementSolstice Advanced Matls IncSolstice Advanced Matls IncCOM SHSExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Berkshire HathawayALLYALLY FINL INCCOMDecreased-6.9%0.41% -0.0 ppSEC filing
2026-08-14Soros Fund ManagementMUMICRON TECHNOLOGY INCCOMIncreased+694.0%0.43% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementEINRIDE ABEINRIDE ABSPON ADSNew—0.43% +0.4 ppSEC filing
2026-08-14Tiger GlobalLumentum Hldgs IncLumentum Hldgs IncCOMExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Viking GlobalLULULEMON ATHLETICA INCLULULEMON ATHLETICA INCCOMExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementARCELLX INCARCELLX INCCOMMON STOCKExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14AppaloosaUNHUNITEDHEALTH GROUP INCCOMExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementUBERUBER TECHNOLOGIES INCCOMDecreased-71.2%0.11% -0.3 ppSEC filing
2026-08-14Soros Fund ManagementTHERMON GROUP HLDGS INCTHERMON GROUP HLDGS INCCOMExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Viking GlobalORUKA THERAPEUTICS INCORUKA THERAPEUTICS INCCOMDecreased-43.6%0.41% +0.0 ppSEC filing
2026-08-14Soros Fund ManagementWIX COM LTDWIX COM LTDSHSDecreased-86.0%0.03% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementVERSIGENT PLCVERSIGENT PLCORDINARY SHARESNew—0.40% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementMADISON AIR SOLUTIONS CORPMADISON AIR SOLUTIONS CORPCOM SHS CL ANew—0.40% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementGFL ENVIRONMENTAL INCGFL ENVIRONMENTAL INCSUB VTG SHSDecreased-98.2%0.01% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementAES CORPAES CORPCOMExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Berkshire HathawayLENNAR CORPLENNAR CORPCL AIncreased+29.8%0.40% +0.1 ppSEC filing
2026-08-14Lone Pine CapitalKODIAK GAS SVCS INCKODIAK GAS SVCS INCCOMNew—0.39% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementARESARES MANAGEMENT CORPORATIONCL A COM STKDecreased-72.4%0.10% -0.3 ppSEC filing
2026-08-14Duquesne Family OfficeDefinium Therapeutics IncDefinium Therapeutics IncCOM SHSNew—0.39% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementLIBERTY MEDIA CORP DELLIBERTY MEDIA CORP DELCOM LBTY ONE S CExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementPAYONEER GLOBAL INCPAYONEER GLOBAL INCCOMNew—0.38% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementBLACKSTONE SECD LENDING FDBLACKSTONE SECD LENDING FDCOMMON STOCKExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementARCOSA INCARCOSA INCCOMNew—0.37% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementETSYETSY INCCOMIncreased+38.1%0.37% +0.2 ppSEC filing
2026-08-14Duquesne Family OfficeCLOUDFLARE INCCLOUDFLARE INCCL A COMExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementAMERICAN HEALTHCARE REIT INCAMERICAN HEALTHCARE REIT INCCOM SHSNew—0.37% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementPPL CORPPPL CORPCOMIncreased+418.2%0.36% +0.3 ppSEC filing
2026-08-14Duquesne Family OfficeInvesco Exchange Traded Fd TInvesco Exchange Traded Fd TS&P500 EQL WGTNew—0.36% +0.4 ppSEC filing
2026-08-14Tiger GlobalDHRDanaher Corp DelCOMNew—0.36% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementBLACKSTONE INCBLACKSTONE INCCOMDecreased-70.6%0.10% -0.3 ppSEC filing
2026-08-14Duquesne Family OfficeLyondellbasell Industries NvLyondellbasell Industries NvSHS - A -Exited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementQNTQUANTINUUM INCCL A COMNew—0.36% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementMETAMETA PLATFORMS INCCL ADecreased-37.1%0.20% -0.2 ppSEC filing
2026-08-14Soros Fund ManagementGLOBALFOUNDRIES INCGLOBALFOUNDRIES INCORDINARY SHARESExited-100.0%0.00% -0.4 ppSEC filing
2026-08-14Soros Fund ManagementON SEMICONDUCTOR CORPON SEMICONDUCTOR CORPCOMNew—0.36% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementROKURoku IncCOM CL ANew—0.36% +0.4 ppSEC filing
2026-08-14Duquesne Family Office10X Genomics Inc10X Genomics IncCL A COMNew—0.35% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementMIDDLEBY CORPMIDDLEBY CORPCOMNew—0.35% +0.4 ppSEC filing
2026-08-14Soros Fund ManagementTOPBUILD CORTOPBUILD CORCOMNew—0.35% +0.4 ppSEC filing
2026-08-14Lone Pine CapitalVVISA INCCOM CL AIncreased+78.9%0.35% +0.1 ppSEC filing
2026-08-14Viking GlobalUBS GROUP AGUBS GROUP AGSHSNew—0.34% +0.3 ppSEC filing
2026-08-14Soros Fund ManagementMICROCHIP TECHNOLOGY INC.MICROCHIP TECHNOLOGY INC.COMNew—0.34% +0.3 ppSEC filing
2026-08-14Duquesne Family OfficeLLYEli Lilly & CoCOMNew—0.34% +0.3 ppSEC filing
2026-08-14Duquesne Family OfficeTwist Bioscience CorpTwist Bioscience CorpCOMExited-100.0%0.00% -0.3 ppSEC filing
2026-08-14Soros Fund ManagementBLUE OWL CAPITAL INCBLUE OWL CAPITAL INCCOM CL ADecreased-51.8%0.14% -0.2 ppSEC filing
2026-08-14Soros Fund ManagementCITIZENS FINL GROUP INCCITIZENS FINL GROUP INCCOMDecreased-3.7%0.33% +0.0 ppSEC filing
2026-08-14Lone Pine CapitalTDGTRANSDIGM GROUP INCCOMDecreased-20.0%0.23% -0.1 ppSEC filing
2026-08-14Duquesne Family OfficeCoherent CorpCoherent CorpCOMExited-100.0%0.00% -0.3 ppSEC filing
HOLDWISE LETTER · 2026 Q2

Quarterly holdings review

Shared holdings, position changes and the original filings.