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10,000+

Investment Firms

$50T+

Assets Tracked

300K+

Reports Analyzed

Live Data

Data Updates

Lee Ainslie

MAVERICK CAPITAL LTD

New Buy

GOOG

Alphabet Inc.

+$358.2 M

Position Value

A major new bet

George Soros

SOROS FUND MANAGEMENT LLC

Reduce

Smurfit Westrock Plc

-68.99%

Position Reduction

Scaling back a position

Robert Bruce

Bruce & Co., Inc.

Reduce

KOD

Kodiak Sciences Inc.

-40.93%

Position Reduction

Scaling back a position

Seth Klarman

BAUPOST GROUP LLC/MA

New Buy

AMZN

Amazon.com, Inc.

+$489.66 M

Position Value

A major new bet

Chuck Akre

AKRE CAPITAL MANAGEMENT LLC

Reduce

MCO

Moody's Corporation

-18.11%

Position Reduction

Scaling back a position

Guru Conviction

Discover what the smartest money is buying, selling, and holding

Top Most Owned

MSFT

Microsoft Corporation

50 Gurus

42 Gurus

42 Gurus

Top Stocks By %

ITGR

Integer Holdings Corporation

87.47%

6 Gurus

IEP

Icahn Enterprises L.P.

86.46%

2 Gurus

NVMI

Nova Ltd.

83.16%

5 Gurus

CVI

CVR Energy, Inc.

72.43%

8 Gurus

IRTC

iRhythm Holdings, Inc.

69.00%

8 Gurus

View Full List

High Conviction

LOAR

Loar Holdings Inc.

12.81%

3 Gurus

TPL

Texas Pacific Land...

10.06%

4 Gurus

BRK.A

Berkshire Hathaway Inc.

6.75%

12 Gurus

HCC

Warrior Met Coal,...

9.89%

4 Gurus

WFC

Wells Fargo &...

4.88%

13 Gurus

View Full List

Guru Portfolio Updates

Latest quarterly position changes from top investment managers

Lee Ainslie

Maverick Capital

Q4 2025

02/13/2026

New Buy

GOOG AMAT BSX

Add

TSM +62.70% NVDA +39.33% GFL +216.54%

Reduce

NU -44.19% DIS -56.37% MMSI -69.81%

Sold Out

KVUE BAC AMD

George Soros

Soros Fund Management

Q4 2025

02/13/2026

New Buy

DAY EXAS NGD

Add

MSFT +158.53% EA +289.46% TSM +157.07%

Reduce

SW -68.99% RSP -87.46% FLUT -81.04%

Sold Out

ARMK IEF IPG

Robert Bruce

Bruce & Co

Q4 2025

02/13/2026

New Buy

N/A

Add

N/A

Reduce

KOD -40.93% ABT -14.95% ABBV -3.92%

Sold Out

N/A

Seth Klarman

Baupost Group Llc/Ma

Q4 2025

02/13/2026

New Buy

AMZN MOH

Add

WTW +24.66% FI +145.81% EXP +26.14%

Reduce

CRH -68.29% GOOG -41.49% DG -22.65%

Sold Out

PAGS

Chuck Akre

Akre Capital Management

Q4 2025

02/13/2026

New Buy

N/A

Add

CPRT +85.71% CCCS +52.65% FICO +6.36%

Reduce

MCO -18.11% DHR -92.05% ORLY -21.98%

Sold Out

VRSK

David Abrams

Abrams Capital Management

Q4 2025

02/13/2026

New Buy

N/A

Add

N/A

Reduce

GOOGL -9.77% META -17.63% SGI -0.70%

Sold Out

CRCL

Q4 2025 Market Activity

Quarterly Fund Flow Trends

Symbol	Stock / ETF	Buys	%Of Portfolio	Price
IEF	iShares 7-10 Year Treasury Bond ETF	$4.54 B	9.62%	$97.21
AMZN	Amazon.com, Inc.	$1.93 B	0.08%	$198.79
SPY	State Street SPDR S&P 500 ETF	$1.47 B	0.21%	$681.75
NVDA	NVIDIA Corporation	$1.14 B	0.03%	$182.81
GOOG	Alphabet Inc.	$1.03 B	0.03%	$306.02

Symbol	Stock / ETF	Buys	%Of Portfolio	Price
GAST	Gabelli Automation ETF	$6.05 M	90.08%	$32.28
GBHI	Gabelli High Income ETF	$5.06 M	83.54%	$25.56
KDVD	Keeley Dividend ETF	$5.01 M	72.95%	$27.85
GGRW	Gabelli Growth Innovators ETF	$3.53 M	43.48%	$33.98
GCAD	Gabelli Commercial Aerospace and Defense ETF	$4.91 M	22.04%	$53.28

Symbol	Stock / ETF	Sells	%Of Portfolio	Price
MBB	iShares MBS ETF	$2.05 B	5.25%	$96.55
GOOGL	Alphabet Inc.	$1.91 B	0.05%	$305.72
VGT	Vanguard Information Technology ETF	$1.68 B	1.49%	$730.8
SPTL	State Street SPDR Portfolio Long Term Treasury ETF	$1.57 B	14.55%	$27.14
TSM	Taiwan Semiconductor Manufacturing Company Limited	$1.37 B	0.02%	$366.36

Symbol	Stock / ETF	Sells	%Of Portfolio	Price
NVOX	Defiance Daily Target 2X Long NVO ETF	$2.22 M	22.44%	$18.9
SPTL	State Street SPDR Portfolio Long Term Treasury ETF	$1.57 B	14.55%	$27.14
ATNF	180 Life Sciences Corp.	$1.82 M	12.52%	$3.18
CCRD	CoreCard Corporation	$19.44 M	9.27%	$23.6
MRC	MRC Global Inc.	$109.83 M	8.96%	$13.78