Superinvestor Moves — Q1 2026
Every tracked investor's biggest buys and sells, reconstructed by comparing their two most recent SEC Form 13F-HR filings.
Biggest Moves, Aggregated
Gross dollars bought and sold per stock, summed across every tracked portfolio.
Top Buys
- ALPHABET INCGOOGL+$10.64B· 4 superinvestors
- DELTA AIR LINES INCDAL+$2.65B· 1 superinvestor
- MICROSOFT CORPMSFT+$2.10B· 3 superinvestors
- APPLE INCAAPL+$1.71B· 3 superinvestors
- VISA INCV+$1.30B· 6 superinvestors
- Taiwan Semiconductor ManufacTSM+$1.19B· 5 superinvestors
- SALESFORCE INCCRM+$1.11B· 2 superinvestors
- AMAZON COM INCAMZN+$1.10B· 4 superinvestors
- ALPHABET INCGOOG+$1.08B· 3 superinvestors
- Equinix, Inc.EQIX+$1.07B· 3 superinvestors
- META PLATFORMS INCMETA+$1.02B· 6 superinvestors
- NETFLIX INC.NFLX+$949.49M· 2 superinvestors
Top Sells
- CHEVRON CORP NEWCVX−$9.51B· 2 superinvestors
- MICROSOFT CORPMSFT−$3.45B· 8 superinvestors
- VISA INCV−$3.23B· 3 superinvestors
- MASTERCARD INCMA−$2.66B· 4 superinvestors
- AMAZON COM INCAMZN−$2.43B· 10 superinvestors
- UNITEDHEALTH GROUP INCUNH−$2.12B· 7 superinvestors
- ALPHABET INCGOOG−$1.98B· 5 superinvestors
- CONSTELLATION BRANDS INCSTZ−$1.86B· 3 superinvestors
- DEERE & CODE−$1.47B· 2 superinvestors
- DOMINOS PIZZA INCDPZ−$1.40B· 1 superinvestor
- WARNER BROS DISCOVERY INCWBD−$1.31B· 2 superinvestors
- ADVANCED MICRO DEVICES INCAMD−$1.30B· 5 superinvestors
Moves by Investor
Sorted by portfolio size — each investor's largest position changes this quarter.
3 new · 4 add · 6 trim · 16 exit
- addALPHABET INCGOOGL+$10.47B
- trimCHEVRON CORP NEWCVX−$9.47B
- exitVISA INCV−$2.91B
- newDELTA AIR LINES INCDAL+$2.65B
- exitMASTERCARD INCMA−$2.28B
- trimCONSTELLATION BRANDS INCSTZ−$1.86B
15 new · 41 add · 87 trim · 26 exit
- trimDEERE & CODE−$1.47B
- trimWARNER BROS DISCOVERY INCWBD−$1.26B
- addSALESFORCE INCCRM+$956.99M
- addNETFLIX INC.NFLX+$944.89M
- newMARSH & MCLENNAN COS INCMRSH+$896.58M
- trimPHILLIPS 66PSX−$882.49M
639 new · 1312 add · 1255 trim · 611 exit
- newAPPLE INCAAPL+$780.57M
- trimNETFLIX INC.NFLX−$685.66M
- trimCOSTCO WHSL CORP NEWCOST−$671.16M
- exitPROCTER & GAMBLE COPG−$427.93M
- trimTESLA INCTSLA−$427.82M
- exitFORD MTR CO DELF−$324.47M
20 new · 25 add · 22 trim · 19 exit
- newAPPLE INCAAPL+$911.88M
- trimPNC FINANCIAL SERVICES GROUP INC.PNC−$886.46M
- exitADVANCED MICRO DEVICES INCAMD−$801.43M
- addVISA INCV+$708.44M
- newFEDEX CORPFDX+$688.20M
- exitDRAFTKINGS INC NEWDKNG−$658.87M
26 new · 9 add · 22 trim · 16 exit
- newEquinix, Inc.EQIX+$1.07B
- trimMICROSOFT CORPMSFT−$996.48M
- exitORACLE CORPORCL−$865.40M
- trimALPHABET INCGOOGL−$726.95M
- trimGe Vernova IncGEV−$696.41M
- newASML HOLDING N VASML+$655.44M
7 new · 8 add · 11 trim · 7 exit
- trimMICROSOFT CORPMSFT−$1.10B
- exitFlutter Entmt PlcFLUT−$860.92M
- trimTAKE-TWO INTERACTIVE SOFTWARTTWO−$758.25M
- addTaiwan Semiconductor ManufacTSM+$621.69M
- exitVEEVA SYS INCVEEV−$540.33M
- exitGRAB HOLDINGS LIMITEDGRAB−$463.69M
6 new · 64 add · 36 trim · 2 exit
- trimAPPLIED MATLS INCAMAT−$1.03B
- newLyondellbasell Industries Nv+$450.86M
- addTHE CIGNA GROUPCI+$395.08M
- addJbs N.V.+$258.44M
- trimDarling Ingredients Inc.DAR−$164.18M
- addCABOT OIL & GAS CORPCTRA+$161.01M
1 new · 1 add · 6 trim · 1 exit
- newMICROSOFT CORPMSFT+$2.09B
- trimALPHABET INCGOOG−$1.68B
- exitHILTON WORLDWIDE HLDGS INCHLT−$869.98M
- addAMAZON COM INCAMZN+$384.08M
- trimALPHABET INCGOOGL−$185.74M
- trimBROOKFIELD CORPBN−$69.04M
11 new · 14 add · 11 trim · 7 exit
- exitBroadcom IncAVGO−$598.83M
- exitMICROSOFT CORPMSFT−$596.85M
- exitDoordash IncDASH−$572.97M
- trimTaiwan Semiconductor ManufacTSM−$561.97M
- exitAMAZON COM INCAMZN−$557.32M
- newTERADYNE INCTER+$555.23M
4 new · 43 add · 2 trim · 3 exit
- newSUNBELT RENTALS HOLDINGS INCSUNB+$62.71M
- trimS&P GLOBAL INCSPGI−$14.04M
- exitTARGET CORPTGT−$13.00M
- exitCHOICE HOTELS INTL INCCHH−$11.00M
- newMERCADOLIBRE INCMELI+$9.42M
- newENTERPRISE PRODS PARTNERS LEPD+$7.64M
112 new · 53 add · 71 trim · 94 exit
- addSPDR S&P 500 ETF TRSPY+$599.45M
- trimSPDR SERIES TRUSTXOP−$380.72M
- exitSPOTIFY USA INCSPOT 0 03-15-26−$221.23M
- addTaiwan Semiconductor ManufacTSM+$185.01M
- exitCONFLUENT INCCFLT 0 01-15-27−$160.81M
- trimAMAZON COM INCAMZN−$148.66M
3 new · 6 add · 9 trim · 2 exit
- trimBROOKFIELD CORPBN−$397.28M
- trimMASTERCARD INCMA−$361.84M
- trimVISA INCV−$313.67M
- trimOREILLY AUTOMOTIVE INCORLY−$261.61M
- trimMOODYS CORPMCO−$213.38M
- trimAIRBNB INCABNB−$181.69M
1 new · 7 add · 23 trim · 8 exit
- addAMAZON COM INCAMZN+$445.82M
- addUBER TECHNOLOGIES INCUBER+$322.44M
- exitAMERICAN AIRLS GROUP INCAAL−$216.92M
- trimALIBABA GROUP HLDG LTDBABA−$209.89M
- newSandisk CorpSNDK+$178.69M
- addVISTRA CORPVST+$161.96M
6 new · 9 add · 4 trim · 6 exit
- exitFIDELITY NATL INFORMATION SVFIS−$299.32M
- exitDOLLAR GEN CORP NEWDG−$273.88M
- newAON PLCAON+$248.22M
- newVISA INCV+$211.98M
- addAMAZON COM INCAMZN+$207.72M
- newTELEFLEX INCORPORATEDTFX+$190.78M
30 new · 12 add · 20 trim · 22 exit
- exitSelect Sector Spdr TrXLF−$300.99M
- trimWoodward IncWWD−$135.86M
- trimAMAZON COM INCAMZN−$123.33M
- addYpf Sociedad AnonimaYPF+$121.51M
- exitALPHABET INCGOOGL−$120.50M
- addNatera IncNTRA+$110.44M
11 new · 15 add · 12 trim · 7 exit
- newVERSANT MEDIA GROUP INCVSNT+$112.12M
- exitKYNDRYL HLDGS INCKD−$101.36M
- addTD SYNNEX CORPORATIONSNX+$71.37M
- trimWEATHERFORD INTL PLC−$56.55M
- newCROCS INCCROX+$55.55M
- newRESIDEO TECHNOLOGIES INCREZI+$53.09M
28 new · 1 add · 2 trim · 3 exit
- exitBROOKFIELD CORPBN−$284.52M
- newTELEPHONE & DATA SYS INCTDS+$277.86M
- newCrh PlcCRH+$199.73M
- newSOMNIGROUP INTERNATIONAL INCSGI+$167.86M
- newCARPENTER TECHNOLOGY CORPCRS+$122.19M
- exitALIBABA GROUP HLDG LTDBABA−$120.93M
2 new · 5 add · 2 trim · 7 exit
- trimST JOE COJOE−$13.33M
- addPROGRESSIVE CORPPGR+$8.09M
- exitCF INDS HLDGS INCCF−$4.23M
- exitOCCIDENTAL PETE CORPOXY−$2.84M
- exitENERGY TRANSFER L PET−$2.75M
- newKRAFT HEINZ COKHC+$2.37M
6 new · 46 add · 30 trim · 9 exit
- trimIONIS PHARMACEUTICALS INC.IONS−$14.21M
- trimFEDEX CORPFDX−$13.79M
- newJAZZ PHARMACEUTICALS PLC+$11.38M
- trimJOHNSON & JOHNSONJNJ−$4.05M
- trimWells Fargo Co NewWFC−$3.46M
- addSTONEX GROUP, INC.SNEX+$2.53M
Moves are inferred from quarter-end 13F snapshots and may lag actual trades by up to 45 days. 13F-HR filings cover U.S.-listed long equity and options positions only.