The latest updates to the top 5 holdings of superinvestors:
| Company | Manager | Top holdings | Value | Quarter |
|---|---|---|---|---|
| Maj Invest Holding A/S | Maj Invest A/S Fondsmaeglerselskabet | BRKB, QCOM, AMAT, AMP, CSX | $2,149,684,000 | Q4 2025 |
| Silver Lake Group, L.L.C. | SPV-2 L.P. SLTA, L.L.C. Silver Lake West VoteCo | U, FA, EVCM, KLAR, NABL | $5,134,848,783 | Q3 2025 |
| Gallatin Point Capital LLC | Matthew Botein, Sachs Lewis A. | BOW, JRVR | $293,225,045 | Q4 2025 |
| Engaged Capital LLC | Glenn W. Welling | VFC, YETI, GXO, EVH, CGNX | $407,632,697 | Q3 2025 |
| EcoR1 Capital, LLC | Oleg Nodelman | ZYME, ANAB, QURE, JAZZ, CRNX | $2,083,868,932 | Q3 2025 |
| BANK OF AMERICA CORP /DE/ | Ridge Investments L.L.C. Blue | MSFT, NVDA, AAPL, VTV, VUG | $1,335,034,325,954 | Q3 2025 |
| DEUTSCHE BANK AG\ | Kapitalanagegessellschaft mbH Oppenheim | NVDA, MSFT, AAPL, GOOGL, AMZN | $306,960,767,867 | Q4 2025 |
| 13D Management LLC | Kenneth Squire | MRCY, QRVO, VSAT, ALV, PSO | $104,305,554 | Q3 2025 |
| Name | Symbol | Worth | Location | Report Date |
|---|---|---|---|---|
| Brian M. Baldwin | JHG | $871,584,330 | New York, NY | 15 Nov 2022 |
| Bahram Akradi | LTH, N O G | $469,829,757 | Chanhassen, MN | 01 Feb 2026 |
| Christopher Pappas | CHEF | $138,087,192 | Ridgefield, CT | 07 May 2025 |
| Charles F. Willis IV | WLFC | $466,240,572 | Coconut Creek, FL | 02 Jan 2026 |
| James Fu Bin Lu | GRND, TSP | $184,620,536 | West Hollywood, CA | 04 Feb 2026 |
| Kyle Clark | BETA | $227,358,662 | South Burlington, VT | 30 Jan 2026 |
| ANEEL BHUSRI | WDAY, GM | $1,866,164,219 | Pleasanton, CA | 05 Jan 2026 |
| Jorge Mas | MTZ | $1,387,982,537 | Coral Gables, FL | 21 Aug 2025 |
| Name | Symbol | Location | Industry |
|---|---|---|---|
| ADOBE INC. | ADBE | San Jose, CA | Services-Prepackaged Software |
| VISA INC. | V | San Francisco, CA | Services-Business Services, NEC |
| NUCOR CORP | NUE | Charlotte, NC | Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) |
| CITIGROUP INC | C, C-PN | New York, NY | National Commercial Banks |
| PULTEGROUP INC/MI/ | PHM | Atlanta, GA | Operative Builders |
| Accenture plc | ACN | Dublin, Ireland | Services-Business Services, NEC |
| Meta Platforms, Inc. | META | Menlo Park, CA | Services-Computer Programming, Data Processing, Etc. |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | CTSH | Teaneck, NJ | Services-Computer Programming Services |
Stock buys and sells among corporate insiders made between 12 Nov 2025 and 12 Feb 2026
Number of insiders: 6,549, Insider trading total volume: $47,062,283,878
| Sym | Company | Buy Value $ | Sell Value $ | Net Value $ | Ins. Buying | Ins. Selling | Net | AVG Buy Price $ | AVG Sell Price $ | Latest Buy | Latest Sell |
|---|
Consensus stock buys and sells among all SEC investors for period between 01 Oct 2025 and 31 Dec 2025
Number of managers: 8,005, Holdings value: $28,901,877,387,676, Buys value: $2,703,626,949,216, Sells value: $1,470,165,102,600
| Symbol | Company | Class | Buys % | Sells % | Net % | Buys | Sells | Net | Price | Value Diff $ |
|---|