13F Filings · Updated Fridays · newest filing 14 Aug 2026

Smart Money

What and the have been buying.

Latest FilingsWhich quarter each fund reported, and when it was published10 funds
PublishedNew buys
Berkshire HathawayLatestQ2 202614 Aug 20267 Bridgewater AssociatesLatestQ2 202614 Aug 202612 Duquesne Family OfficeLatestQ2 202614 Aug 202612 Appaloosa ManagementLatestQ2 202614 Aug 202612 Third PointLatestQ2 202614 Aug 202612 Baupost GroupLatestQ2 202614 Aug 202612 Tiger Global ManagementLatestQ2 202614 Aug 202612 Pershing SquareQ1 202615 May 20262 Scion Asset ManagementQ3 20253 Nov 20257 Greenlight CapitalQ4 202314 Feb 202412

Politician purchases last checked 9 Oct 2026.

PoliticiansDisclosed trades, biggest first — Congress (STOCK Act) and the executive branch (OGE 278-T)9 people

Donald Trump

EXECUTIVE
Executive
Disclosed trades11
Buys11
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Aug 21
↗ Major buys
METAMeta Platforms Inc.$5.00M – $25.00M
1 trade
NFLXNetflix Inc.$1.00M – $5.00M
1 trade
CVXChevron Corporation$1.00M – $5.00M
1 trade
TAT&T Inc.$1.00M – $5.00M
1 trade
ABTAbbott Laboratories$1.00M – $5.00M
1 trade
↘ Major sells

None this filing.

Josh Gottheimer

HOUSEDEMOCRATIC
House · Democratic
Disclosed trades8
Buys8
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Aug 14
↗ Major buys
MSFTMicrosoft Corporation$750K – $1.50M
2 trades
GOOGLAlphabet Inc.$2K – $30K
2 trades
AMATApplied Materials Inc.$1K – $15K
1 trade
RSGRepublic Services Inc.$1K – $15K
1 trade
QSRRestaurant Brands International Inc.$1K – $15K
1 trade
↘ Major sells

None this filing.

Vince Fong

HOUSEREPUBLICAN
House · Republican
Disclosed trades1
Buys1
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Sep 18
↗ Major buys
U.S. TREASURY BILLU.S. Treasury Bill 0.00% Due Dec 10, 2026$15K – $50K
1 trade
↘ Major sells

None this filing.

Lloyd Doggett

HOUSEDEMOCRATIC
House · Democratic
Disclosed trades2
Buys2
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Sep 10
↗ Major buys
IBMInternational Business Machines Corporation$1K – $15K
1 trade
JNJJohnson & Johnson$1K – $15K
1 trade
↘ Major sells

None this filing.

Maria Elvira Salazar

HOUSEREPUBLICAN
House · Republican
Disclosed trades2
Buys2
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Sep 4
↗ Major buys
OKTAOkta, Inc.$1K – $15K
1 trade
CVXChevron Corporation$1K – $15K
1 trade
↘ Major sells

None this filing.

Richard W. Allen

HOUSEREPUBLICAN
House · Republican
Disclosed trades2
Buys2
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Aug 12
↗ Major buys
AVGOBroadcom Inc.$1K – $15K
1 trade
TSMTaiwan Semiconductor Manufacturing Company Ltd.$1K – $15K
1 trade
↘ Major sells

None this filing.

Michael Rulli

HOUSEREPUBLICAN
House · Republican
Disclosed trades1
Buys1
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Sep 3
↗ Major buys
GSThe Goldman Sachs Group, Inc.$1K – $15K
1 trade
↘ Major sells

None this filing.

Mitch McConnell

SENATEREPUBLICAN
Senate · Republican
Disclosed trades1
Buys1
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Sep 21
↗ Major buys
BNSBank of Nova ScotiaAmount undisclosed
1 trade
↘ Major sells

None this filing.

Sheri Biggs

HOUSEREPUBLICAN
House · Republican
Disclosed trades2
Buys2
Sells0
Buy %100%
Latest filing — the moves that matterLatest disclosed trade Aug 19
↗ Major buys
BNSBank of Nova ScotiaAmount undisclosed
1 trade
WFCWells Fargo & CompanyAmount undisclosed
1 trade
↘ Major sells

None this filing.

13F FILERLATEST
Berkshire Hathaway
New & added positions7
Trimmed & exited4
Biggest new stake$28.16B
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 7 buys, 4 sells
↗ Major buys
ALPHABET INCAdded 45%$28.16B
24,541,369 shares added
ALPHABET INCAdded 658%$9.61B
23,603,218 shares added
DELTA AIR LINES INCAdded 44%$5.37B
17,510,544 shares added
LENNAR CORPAdded 30%$1.19B
3,012,099 shares added
MACYS INCAdded 142%$173.0M
4,309,071 shares added
LENNAR CORPAdded 25%$26.4M
60,414 shares added
↘ Major sells
KROGER COCut 22%$796.0M
11,000,000 shares sold
CAPITAL ONE FINL CORPCut 58%$757.1M
4,150,000 shares sold
NUCOR CORPCut 52%$346.5M
2,049,323 shares sold
CONSTELLATION BRANDS INCSold out$94.9M
632,890 shares sold

13F FILERLATEST
Bridgewater Associates
New & added positions12
Trimmed & exited8
Biggest new stake$3.97B
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 12 buys, 8 sells
↗ Major buys
STATE STR SPDR S&P 500 ETF TAdded 22%$3.97B
955,446 shares added
ISHARES TRAdded 12%$2.25B
323,202 shares added
VANGUARD INDEX FDSAdded 189%$314.8M
299,753 shares added
NEWMONT CORPAdded 16%$251.7M
378,529 shares added
VISTRA CORPAdded 116%$119.2M
403,181 shares added
SHELL PLCAdded 389%$118.3M
1,214,006 shares added
↘ Major sells
AMAZON COM INCCut 54%$492.2M
2,363,230 shares sold
MICRON TECHNOLOGY INCCut 92%$459.1M
1,359,038 shares sold
TAIWAN SEMICONDUCTOR MANUFACCut 97%$352.3M
1,042,554 shares sold
GE VERNOVA INCCut 72%$272.5M
312,129 shares sold
ALPHABET INCCut 34%$194.2M
675,498 shares sold
MARVELL TECHNOLOGY INCCut 91%$175.1M
1,767,771 shares sold

13F FILERLATEST
Duquesne Family Office
New & added positions12
Trimmed & exited8
Biggest new stake$296K
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 12 buys, 8 sells
↗ Major buys
Insmed IncAdded 140%$296K
1,620,600 shares added
Taiwan Semiconductor ManufacAdded 19%$282K
94,400 shares added
Amazon Com IncAdded 307%$239K
755,100 shares added
Stmicroelectronics N VAdded 19%$232K
490,000 shares added
Cdw CorpNew position$140K
993,950 shares added
Alphabet IncNew position$120K
336,300 shares added
↘ Major sells
Alcoa CorpCut 88%$87K
1,307,750 shares sold
Broadcom IncSold out$61K
195,955 shares sold
Roku IncCut 75%$54K
566,135 shares sold
Teva Pharmaceutical Inds LtdCut 74%$53K
1,752,286 shares sold
Woodward IncCut 68%$52K
144,161 shares sold
Option Care Health IncSold out$50K
1,868,550 shares sold

13F FILERLATEST
Appaloosa Management
New & added positions12
Trimmed & exited8
Biggest new stake$1.19B
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 12 buys, 8 sells
↗ Major buys
AMAZON COM INCAdded 16%$1.19B
680,000 shares added
TAIWAN SEMICONDUCTOR MANUFACAdded 24%$788.0M
322,500 shares added
UBER TECHNOLOGIES INCAdded 21%$555.2M
1,361,351 shares added
META PLATFORMS INCAdded 55%$380.2M
238,500 shares added
APPLE INCNew position$241.6M
835,000 shares added
BOEING CONew position$173.2M
800,000 shares added
↘ Major sells
MICRON TECHNOLOGY INCCut 41%$233.1M
690,000 shares sold
ALIBABA GROUP HLDG LTDCut 42%$183.8M
1,465,000 shares sold
SANDISK CORPSold out$178.7M
281,250 shares sold
CORNING INCSold out$153.6M
1,129,500 shares sold
PDD HOLDINGS INCSold out$92.0M
900,000 shares sold
L3HARRIS TECHNOLOGIES INCSold out$68.3M
198,000 shares sold

13F FILERLATEST
Third Point
New & added positions12
Trimmed & exited8
Biggest new stake$533.2M
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 12 buys, 8 sells
↗ Major buys
WARNER BROS DISCOVERY INCNew position$533.2M
20,000,000 shares added
ALPHABET INCAdded 486%$366.3M
850,000 shares added
CRH PLCAdded 16%$234.9M
295,000 shares added
TAIWAN SEMICONDUCTOR MANUFACAdded 67%$219.7M
185,000 shares added
LIVE NATION ENTERTAINMENT INAdded 144%$207.8M
670,000 shares added
KEYSIGHT TECHNOLOGIES INCNew position$204.8M
585,000 shares added
↘ Major sells
META PLATFORMS INCSold out$51.5M
90,000 shares sold
SPDR GOLD TRSold out$40.9M
95,000 shares sold
CARPENTER TECHNOLOGY CORPCut 31%$37.4M
95,000 shares sold
NVIDIA CORPORATIONSold out$33.1M
190,000 shares sold
KLA CORPSold out$16.2M
11,000 shares sold
LAM RESEARCH CORPSold out$16.0M
75,000 shares sold

13F FILERLATEST
Baupost Group
New & added positions12
Trimmed & exited8
Biggest new stake$1.18B
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 12 buys, 8 sells
↗ Major buys
NEBIUS GROUP N.V.New position$1.18B
4,258,008 shares added
SEAGATE TECHNOLOGY HLDNGS PLNew position$965.1M
1,000,109 shares added
HOME DEPOT INCNew position$918.1M
2,603,189 shares added
APPLIED MATLS INCNew position$873.2M
1,207,737 shares added
MEDLINE INCAdded 78%$827.0M
9,179,211 shares added
LINDE PLCNew position$808.6M
1,558,081 shares added
↘ Major sells
VISTRA CORPSold out$930.2M
6,187,585 shares sold
TALEN ENERGY CORPSold out$580.3M
1,817,947 shares sold
CLEAN HARBORS INCSold out$503.2M
1,754,950 shares sold
TAIWAN SEMICONDUCTOR MANUFACCut 93%$435.4M
1,288,288 shares sold
TENET HEALTHCARE CORPSold out$426.2M
2,258,717 shares sold
BROOKFIELD CORPCut 93%$421.5M
10,416,252 shares sold

13F FILERLATEST
Tiger Global Management
New & added positions12
Trimmed & exited8
Biggest new stake$716.5M
Quarter coveredQ2 2026
Latest filing — the moves that matterFiled 14 Aug 2026 · Q2 2026 · 12 buys, 8 sells
↗ Major buys
CORPAY INCAdded 23%$716.5M
397,731 shares added
CEREBRAS SYSTEMS INCNew position$662.8M
2,999,000 shares added
INTEL CORPAdded 160%$593.8M
2,613,990 shares added
ADVANCED MICRO DEVICES INCNew position$392.0M
674,727 shares added
BLOCK INCAdded 14%$347.8M
576,007 shares added
SEAGATE TECHNOLOGY HLDNGS PLNew position$275.1M
285,100 shares added
↘ Major sells
ALPHABET INCCut 45%$1.39B
4,825,715 shares sold
BROADCOM INCCut 51%$566.6M
1,830,752 shares sold
APPLOVIN CORPSold out$398.0M
1,000,000 shares sold
ZILLOW GROUP INCSold out$304.9M
7,368,957 shares sold
SEA LTDCut 19%$236.6M
2,856,683 shares sold
NETFLIX INC.Sold out$234.5M
2,439,000 shares sold

13F FILER
Pershing Square
New & added positions2
Trimmed & exited3
Biggest new stake$2.39B
Quarter coveredQ1 2026
Latest filing — the moves that matterFiled 15 May 2026 · Q1 2026 · 2 buys, 3 sells
↗ Major buys
AMAZON COM INCAdded 19%$2.39B
1,844,157 shares added
MICROSOFT CORPNew position$2.09B
5,654,078 shares added
↘ Major sells
ALPHABET INCCut 95%$1.84B
5,852,145 shares sold
HILTON WORLDWIDE HLDGS INCSold out$870.0M
3,028,664 shares sold
ALPHABET INCCut 95%$202.2M
645,921 shares sold
4.5-year disclosed bookbehind the S&P

Only 64% of the filed value could be priced, so this describes part of the book rather than most of it.

  • This filer+6.8%
  • S&P 500+9.6%
  • Nasdaq+9.5%

Annualised, 2021-09-30 to 2026-03-31 · 18 quarters · 64% of filed value priced

13F FILER
Scion Asset Management
New & added positions7
Trimmed & exited8
Biggest new stake$912.1M
Quarter coveredQ3 2025
Latest filing — the moves that matterFiled 3 Nov 2025 · Q3 2025 · 7 buys, 8 sells
↗ Major buys
PALANTIR TECHNOLOGIES INCNew position$912.1M
5,000,000 shares added
NVIDIA CORPORATIONNew position$186.6M
1,000,000 shares added
PFIZER INCNew position$152.9M
6,000,000 shares added
HALLIBURTON CONew position$61.5M
2,500,000 shares added
MOLINA HEALTHCARE INCNew position$23.9M
125,000 shares added
SLM CORPNew position$13.3M
480,054 shares added
↘ Major sells
UNITEDHEALTH GROUP INCSold out$115.4M
370,000 shares sold
REGENERON PHARMACEUTICALSSold out$112.9M
215,000 shares sold
LULULEMON ATHLETICA INCCut 78%$83.2M
350,000 shares sold
META PLATFORMS INCSold out$73.8M
100,000 shares sold
LAUDER ESTEE COS INCSold out$52.5M
650,000 shares sold
JD.COM INCSold out$32.6M
1,000,000 shares sold
4-year disclosed bookahead of the S&P

Only 35% of the filed value could be priced, so this describes part of the book rather than most of it.

  • This filer+24.9%
  • S&P 500+11.4%
  • Nasdaq+11.8%

Annualised, 2021-09-30 to 2025-09-30 · 16 quarters · 35% of filed value priced

13F FILER
Greenlight Capital
New & added positions12
Trimmed & exited8
Biggest new stake$132.1M
Quarter coveredQ4 2023
Latest filing — the moves that matterFiled 14 Feb 2024 · Q4 2023 · 12 buys, 8 sells
↗ Major buys
KYNDRYL HLDGS INCAdded 14%$132.1M
767,943 shares added
TENET HEALTHCARE CORPAdded 44%$99.4M
404,190 shares added
ALIGHT INCNew position$78.8M
9,241,670 shares added
GRAPHIC PACKAGING HLDG COAdded 32%$62.5M
614,490 shares added
DHT HOLDINGS INCAdded 87%$37.1M
1,755,060 shares added
VIATRIS INCNew position$36.3M
3,355,770 shares added
↘ Major sells
SOUTHWESTERN ENERGY COSold out$65.2M
10,105,610 shares sold
CONSOL ENERGY INC NEWCut 12%$31.3M
298,550 shares sold
ISHARES SILVER TRSold out$25.2M
1,239,700 shares sold
ACTIVISION BLIZZARD INCSold out$24.0M
256,740 shares sold
SPDR GOLD TRCut 10%$7.6M
44,280 shares sold
RESIDEO TECHNOLOGIES INCSold out$5.1M
324,010 shares sold
All Politician TradesCongress (STOCK Act) & the President / cabinet (OGE 278-T) · newest first30 disclosed trades
Mitch McConnell (R)BNSBank of Nova Scotia|Amount undisclosedSenate · bought Sep 21 · filed Sep 22LatestVince Fong (R)U.S. TREASURY BILLU.S. Treasury Bill 0.00% Due Dec 10, 2026|$15,001 - $50,000House · bought Sep 18 · filed Oct 5Lloyd Doggett (D)IBMInternational Business Machines Corporation|$1,001 - $15,000House · bought Sep 10 · filed Oct 5Lloyd Doggett (D)JNJJohnson & Johnson|$1,001 - $15,000House · bought Sep 8 · filed Oct 5Maria Elvira Salazar (R)OKTAOkta, Inc.|$1,001 - $15,000House · bought Sep 4 · filed Oct 7Michael Rulli (R)GSThe Goldman Sachs Group, Inc.|$1,001 - $15,000House · bought Sep 3 · filed Oct 2Maria Elvira Salazar (R)CVXChevron Corporation|$1,001 - $15,000House · bought Sep 2 · filed Oct 7Donald TrumpMETAMeta Platforms Inc.|$5,000,001 - $25,000,000Executive · bought Aug 21 · filed Oct 8Donald TrumpNFLXNetflix Inc.|$1,000,001 - $5,000,000Executive · bought Aug 21 · filed Oct 8Donald TrumpCVXChevron Corporation|$1,000,001 - $5,000,000Executive · bought Aug 21 · filed Oct 8Donald TrumpTAT&T Inc.|$1,000,001 - $5,000,000Executive · bought Aug 21 · filed Oct 8Donald TrumpABTAbbott Laboratories|$1,000,001 - $5,000,000Executive · bought Aug 21 · filed Oct 8Donald TrumpCOPConocoPhillips|$1,000,001 - $5,000,000Executive · bought Aug 21 · filed Oct 8Sheri Biggs (R)BNSBank of Nova Scotia|Amount undisclosedHouse · bought Aug 19 · filed Sep 22Sheri Biggs (R)WFCWells Fargo & Company|Amount undisclosedHouse · bought Aug 19 · filed Sep 22Donald TrumpSPACEX SENIOR UNSECURED NOTESSpaceX (Senior Unsecured Notes 5.35% due 2031)|$1,000,001 - $5,000,000Executive · bought Aug 18 · filed Oct 8Donald TrumpNVDANVIDIA Corporation|$500,001 - $1,000,000Executive · bought Aug 17 · filed Oct 8Josh Gottheimer (D)MSFTMicrosoft Corporation|$250,001 - $500,000House · bought Aug 14 · filed Sep 15Josh Gottheimer (D)MSFTMicrosoft Corporation|$500,001 - $1,000,000House · bought Aug 14 · filed Sep 15Richard W. Allen (R)AVGOBroadcom Inc.|$1,001 - $15,000House · bought Aug 12 · filed Sep 22Richard W. Allen (R)TSMTaiwan Semiconductor Manufacturing Company Ltd.|$1,001 - $15,000House · bought Aug 12 · filed Sep 22Donald TrumpMSTRMicroStrategy Inc.|$1,001 - $15,000Executive · bought Aug 10 · filed Oct 6Donald TrumpMSFTMicrosoft Corporation|$1,000,001 - $5,000,000Executive · bought Aug 10 · filed Oct 8Josh Gottheimer (D)AMATApplied Materials Inc.|$1,001 - $15,000House · bought Aug 6 · filed Sep 15Josh Gottheimer (D)RSGRepublic Services Inc.|$1,001 - $15,000House · bought Aug 6 · filed Sep 15Josh Gottheimer (D)QSRRestaurant Brands International Inc.|$1,001 - $15,000House · bought Aug 6 · filed Sep 15Donald TrumpNVDANVIDIA Corporation|$250,001 - $1,000,000Executive · bought Aug 3 · filed Oct 8Josh Gottheimer (D)GOOGLAlphabet Inc.|$1,001 - $15,000House · bought Jul 24 · filed Aug 11Josh Gottheimer (D)GOOGLAlphabet Inc.|$1,001 - $15,000House · bought Jul 23 · filed Aug 11Josh Gottheimer (D)CRWDCrowdStrike Holdings Inc.|$1,001 - $15,000House · bought Jul 15 · filed Aug 11