Flows

Q2 2026 · 13 of 13 tracked managers

Dollars that changed hands, counted from share moves, so a position left alone in a rising market is no move.

Managers who have not filed Q2 2026 contribute nothing to these figures. How the data arrives.

Bought

+$17.4B

GOOGL · GOOG

ALPHABET INC

Of 13 tracked managers with a quarter to compare, 8 added and 2 reduced or sold

Largest single mover: Warren Buffett · 6.5% of portfolio

+$5.00B

MICRON TECHNOLOGY INC

Of 13 tracked managers with a quarter to compare, 4 added and 1 reduced or sold

Largest single mover: Philippe Laffont · 11.8% of portfolio

+$3.75B

SPCX

SPACE EXPLORATION TECHN-CL A

Of 13 tracked managers with a quarter to compare, 5 added and 0 reduced or sold

Largest single mover: Philippe Laffont · 10.9% of portfolio

Sold

−$2.07B

SMH

VANECK SEMICONDUCTOR ETF

Of 13 tracked managers with a quarter to compare, 0 added and 2 reduced or sold

Largest single mover: Leopold Aschenbrenner · 15.0% of portfolio

−$1.72B

BAC

BANK OF AMERICA CORP

Of 13 tracked managers with a quarter to compare, 0 added and 1 reduced or sold

Largest single mover: Warren Buffett · 0.7% of portfolio

−$1.65B

NVDA

NVIDIA CORP

Of 13 tracked managers with a quarter to compare, 2 added and 4 reduced or sold

Largest single mover: Leopold Aschenbrenner · 11.5% of portfolio

511 securities moved · sorted by size of the move

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Securities the tracked managers bought or sold in Q2 2026, sorted by size of the move, descending

GOOGLALPHABET INCGOOGL · GOOG	Communication Services	+$17.4B	+23.9%	Of 13 tracked managers with a quarter to compare, 8 added and 2 reduced or sold1 opened · 2 exited
MUMICRON TECHNOLOGY INCCUSIP 595112103	Information Technology	+$5.00B	+18.1%	Of 13 tracked managers with a quarter to compare, 4 added and 1 reduced or sold2 opened
SPCXSPACE EXPLORATION TECHN-CL ACUSIP 84615Q103	Communication Services	+$3.75B	+18.9%	Of 13 tracked managers with a quarter to compare, 5 added and 0 reduced or sold5 opened
CBRSCEREBRAS SYSTEMS INC - ACUSIP 15675D103	Information Technology	+$3.15B	+33.4%	Of 13 tracked managers with a quarter to compare, 3 added and 0 reduced or sold3 opened
Ticker unavailableYANDEX N VCUSIP N97284108	Unclassified	+$2.41B	+18.4%	Of 13 tracked managers with a quarter to compare, 2 added and 0 reduced or sold2 opened
SMHVANECK SEMICONDUCTOR ETFCUSIP 92189F676	No Issuer Sector	−$2.07B	−15.7%	Of 13 tracked managers with a quarter to compare, 0 added and 2 reduced or sold2 exited
BACBANK OF AMERICA CORPCUSIP 060505104	Financials	−$1.72B	−0.7%	Of 13 tracked managers with a quarter to compare, 0 added and 1 reduced or sold
NVDANVIDIA CORPCUSIP 67066G104	Information Technology	−$1.65B	−13.1%	Of 13 tracked managers with a quarter to compare, 2 added and 4 reduced or sold2 exited
DALDELTA AIR LINES INCCUSIP 247361702	Industrials	+$1.64B	+0.6%	Of 13 tracked managers with a quarter to compare, 1 added and 0 reduced or sold
INTCINTEL CORPCUSIP 458140100	Information Technology	+$1.61B	+5.7%	Of 13 tracked managers with a quarter to compare, 2 added and 1 reduced or sold1 opened · 1 exited
Ticker unavailableASML HOLDING N VCUSIP N07059210	Unclassified	−$1.57B	−12.1%	Of 13 tracked managers with a quarter to compare, 2 added and 5 reduced or sold1 exited
CVNACARVANA COCUSIP 146869102	Consumer Discretionary	+$1.52B	+8.6%	Of 13 tracked managers with a quarter to compare, 4 added and 0 reduced or sold
SNDKSANDISK CORPCUSIP 80004C200	Information Technology	+$1.51B	+9.4%	Of 13 tracked managers with a quarter to compare, 2 added and 1 reduced or sold1 opened · 1 exited
TSMTAIWAN SEMICONDUCTOR-SP ADRCUSIP 874039100	Information Technology	−$1.37B	−2.6%	Of 13 tracked managers with a quarter to compare, 4 added and 4 reduced or sold
COFCAPITAL ONE FINANCIAL CORPCUSIP 14040H105	Financials	−$1.33B	+2.6%	Of 13 tracked managers with a quarter to compare, 2 added and 3 reduced or sold1 exited
HUTHUT 8 CORPCUSIP 44812J104	Financials	+$1.14B	+6.0%	Of 13 tracked managers with a quarter to compare, 2 added and 1 reduced or sold1 opened
FPSFORGENT POWER SOLUTIONS-CL ACUSIP 34631F102	Industrials	+$1.13B	+3.9%	Of 13 tracked managers with a quarter to compare, 1 added and 1 reduced or sold1 opened · 1 exited
ORCLORACLE CORPCUSIP 68389X105	Information Technology	−$1.07B	−7.8%	Of 13 tracked managers with a quarter to compare, 0 added and 1 reduced or sold1 exited
HDHOME DEPOT INCCUSIP 437076102	Consumer Discretionary	+$1.06B	+7.7%	Of 13 tracked managers with a quarter to compare, 2 added and 0 reduced or sold1 opened
SPGIS&P GLOBAL INCCUSIP 78409V104	Consumer Discretionary	+$1.02B	+8.0%	Of 13 tracked managers with a quarter to compare, 3 added and 1 reduced or sold1 opened
Ticker unavailableSEAGATE TECHNOLOGY HLDNGS PLCUSIP G7997R103	Unclassified	+$966.3M	+7.7%	Of 13 tracked managers with a quarter to compare, 2 added and 0 reduced or sold2 opened
AMZNAMAZON.COM INCCUSIP 023135106	Consumer Discretionary	+$965.3M	+1.0%	Of 13 tracked managers with a quarter to compare, 4 added and 3 reduced or sold
MSFTMICROSOFT CORPCUSIP 594918104	Information Technology	−$913.0M	−0.6%	Of 13 tracked managers with a quarter to compare, 4 added and 3 reduced or sold2 exited
VSTVISTRA CORPCUSIP 92840M102	Utilities	−$899.6M	−6.9%	Of 13 tracked managers with a quarter to compare, 1 added and 1 reduced or sold1 exited
VVISA INC-CLASS A SHARESCUSIP 92826C839	Financials	+$896.0M	+6.1%	Of 13 tracked managers with a quarter to compare, 4 added and 3 reduced or sold1 opened · 1 exited