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sec filings

Funds

What well-known funds held at the end of each quarter, from the they file with the SEC.

Updated 10/6/2026, 7:10 AM ET.

FundValueHoldingsTop holdingsPeriodFiled
Berkshire Hathaway

Warren Buffett

$299.25B29AAPL, AXP, KOTue 30 Jun 2026Fri 14 Aug 2026
Dodge & Cox$191.01B222JCI, SCHW, RTXTue 30 Jun 2026Thu 13 Aug 2026
First Eagle$120.67B425GOOG, BDX, METATue 30 Jun 2026Wed 5 Aug 2026
Baillie Gifford$110.23B273SPCX, NVDA, AMZNTue 30 Jun 2026Thu 6 Aug 2026
Point72

Steve Cohen

$90.68B3,923CRDO, ASML, AMZNTue 30 Jun 2026Fri 14 Aug 2026
Coatue Management

Philippe Laffont

$48.63B66TSM, LRCX, MUTue 30 Jun 2026Fri 14 Aug 2026
Viking Global

Andreas Halvorsen

$35.08B90V, TSM, APDTue 30 Jun 2026Fri 14 Aug 2026
D1 Capital Partners

Dan Sundheim

$34.78B55SPCX, CART, JHXTue 30 Jun 2026Fri 14 Aug 2026
Gates Foundation Trust

Bill Gates

$34.42B24BRK.B, CAT, CNITue 30 Jun 2026Fri 14 Aug 2026
Bridgewater Associates

Ray Dalio

$24.38B997SPY, IVV, NVDATue 30 Jun 2026Fri 14 Aug 2026
Tiger Global

Chase Coleman

$23.98B46TSM, AMZN, NVDATue 30 Jun 2026Fri 14 Aug 2026
Davis Selected Advisers

Chris Davis

$23.29B112COF, USB, CVSTue 30 Jun 2026Tue 11 Aug 2026
Elliott Investment Management

Paul Singer

$22.67B29TFPM, PSX, SUTue 30 Jun 2026Fri 14 Aug 2026
Lone Pine Capital

Stephen Mandel

$16.36B34NBIS, ASML, STXTue 30 Jun 2026Fri 14 Aug 2026
ARK Investment Management

Cathie Wood

$15.40B191TSLA, AMD, SPCXTue 30 Jun 2026Fri 14 Aug 2026
Fundsmith

Terry Smith

$13.65B41MAR, SYK, WATTue 30 Jun 2026Fri 14 Aug 2026
Markel Group

Tom Gayner

$13.13B130GOOG, BRK.A, BRK.BTue 30 Jun 2026Fri 31 Jul 2026
Polen Capital$11.61B219LLY, NVDA, MSFTTue 30 Jun 2026Tue 4 Aug 2026
Maverick Capital

Lee Ainslie

$11.32B179NVDA, AMD, ALABTue 30 Jun 2026Fri 14 Aug 2026
Altimeter Capital

Brad Gerstner

$9.83B20NVDA, CBRS, METATue 30 Jun 2026Fri 14 Aug 2026
Gardner Russo & Quinn

Tom Russo

$8.93B85GOOG, BRK.A, PMTue 30 Jun 2026Thu 13 Aug 2026
Icahn Capital

Carl Icahn

$8.26B12IEP, CVI, UANTue 30 Jun 2026Fri 14 Aug 2026
Soros Fund Management

George Soros

$8.14B266AMZN, TSM, GLOBAL PMTS INCTue 30 Jun 2026Fri 14 Aug 2026
Yacktman Asset Management

Donald Yacktman

$8.09B74CNQ, BRK.B, GOOGTue 30 Jun 2026Tue 11 Aug 2026
Appaloosa

David Tepper

$7.73B27AMZN, MU, TSMTue 30 Jun 2026Fri 14 Aug 2026
Oaktree Capital

Howard Marks

$7.21B145TRMD, EXE, GTXTue 30 Jun 2026Fri 14 Aug 2026
ValueAct

Mason Morfit

$5.63B18V, AMZN, RKTTue 30 Jun 2026Fri 14 Aug 2026
Glenview Capital

Larry Robbins

$5.49B45GPN, CVS, THCTue 30 Jun 2026Fri 14 Aug 2026
Akre Capital Management

Chuck Akre

$5.12B20MA, MCO, BNTue 30 Jun 2026Fri 14 Aug 2026
Third Point

Dan Loeb

$4.68B43WBD, AMZN, GOOGLTue 30 Jun 2026Fri 14 Aug 2026
Starboard Value

Jeff Smith

$4.52B22IJH, QRVO, KVUETue 30 Jun 2026Fri 14 Aug 2026
Trian Fund Management

Nelson Peltz

$4.23B8GE, Janus Henderson Group plc, SOLVTue 30 Jun 2026Wed 12 Aug 2026
Himalaya Capital

Li Lu

$3.70B8GOOGL, GOOG, PDDTue 30 Jun 2026Fri 14 Aug 2026
Paulson & Co

John Paulson

$2.58B8MDGL, PPTA, AAMITue 30 Jun 2026Fri 14 Aug 2026
Southeastern Asset Management

Mason Hawkins

$1.92B47RYN, MAT, CNXTue 30 Jun 2026Fri 14 Aug 2026
Fairholme Capital

Bruce Berkowitz

$1.49B13JOE, EPD, OZKTue 30 Jun 2026Fri 14 Aug 2026
Weitz Investment Management

Wally Weitz

$1.44B50BRK.B, GOOG, DHRTue 30 Jun 2026Wed 12 Aug 2026
Tweedy Browne$1.32B91CNH, IONS, KOFTue 30 Jun 2026Fri 7 Aug 2026
Semper Augustus

Chris Bloomstran

$884.60M50BRK.B, ALK, BRK.ATue 30 Jun 2026Fri 14 Aug 2026
Dalal Street

Mohnish Pabrai

$326.75M4HCC, RIG, AMRTue 30 Jun 2026Thu 13 Aug 2026
Daily Journal$256.66M4WFC, BAC, BABATue 30 Jun 2026Thu 16 Jul 2026
Baupost Group

Seth Klarman

$5.42M23AMZN, ELV, QSRTue 30 Jun 2026Thu 13 Aug 2026
Duquesne Family Office

Stanley Druckenmiller

$5.21M95NTRA, TSM, STMTue 30 Jun 2026Fri 14 Aug 2026
Pershing Square

Bill Ackman

No 13F since Tue 31 Mar 2026
$13.71B11BN, AMZN, UBERTue 31 Mar 2026Fri 15 May 2026
Scion Asset Management

Michael Burry

No 13F since Tue 30 Sep 2025
$1.38B8MOH, LULU, SLMTue 30 Sep 2025Mon 3 Nov 2025

New 5% stakes

filings from the last 30 days.

  • RWT · REDWOOD TRUST INC

    Wellington Management Group LLP

    Stake update
    17.0%Oct 6SCHEDULE 13G/A

  • HUBG · Hub Group, Inc.

    Wellington Management Group LLP

    Stake update
    4.0%Oct 6SCHEDULE 13G/A

  • SWIM · Latham Group, Inc.

    Wellington Management Group LLP

    Stake update
    10.2%Oct 6SCHEDULE 13G/A

  • AGMH · AGM GROUP HOLDINGS, INC.

    Rui Zhang

    Activist stake
    81.5%Oct 6SCHEDULE 13D

  • GMAB · GENMAB A/S

    Darwin Global Management, Ltd.

    Passive stake
    5.9%Oct 5SCHEDULE 13G

  • ABUS · Arbutus Biopharma Corp

    Roivant Sciences Ltd.

    Stake update
    19.5%Oct 5SCHEDULE 13D/A

  • AGM · FEDERAL AGRICULTURAL MORTGAGE CORP

    Matthew 25 Management Corp

    Passive stake
    10.1%Oct 5SCHEDULE 13G

  • BCHT · Birchtech Corp.

    Laurence W. Lytton

    Passive stake
    5.2%Oct 5SCHEDULE 13G

  • CNNE · Cannae Holdings, Inc.

    CARRONADE CAPITAL MANAGEMENT, LP

    Stake update
    8.8%Oct 5SCHEDULE 13D/A

  • RXO · RXO, Inc.

    MFN Partners, LP

    Activist stake
    19.3%Oct 5SCHEDULE 13D

  • BETR · Better Home & Finance Holding Co

    Garg Vishal

    Stake update
    13.7%Oct 5SCHEDULE 13D/A

  • ESRT · Empire State Realty Trust, Inc.

    Erez REIT Opportunities LP

    Activist stake
    5.8%Oct 5SCHEDULE 13D

  • FHN · FIRST HORIZON CORP

    Integrated Core Strategies (US) LLC

    Passive stake
    5.6%Oct 5SCHEDULE 13G

  • ADRX · ADARx Pharmaceuticals, Inc.

    SR One Capital Management, LLC

    Activist stake
    9.3%Oct 5SCHEDULE 13D

  • MAA · MID AMERICA APARTMENT COMMUNITIES INC.

    VIKING GLOBAL INVESTORS LP

    Passive stake
    5.1%Oct 5SCHEDULE 13G

  • TH · Target Hospitality Corp.

    Manjit Dale

    Stake update
    16.6%Oct 5SCHEDULE 13D/A

  • NAD · Nuveen Quality Municipal Income Fund

    BANK OF AMERICA CORP /DE/

    Stake update
    52.5%Oct 5SCHEDULE 13D/A

  • HLSQ · Tessera Defense & Homeland Security Inc.

    Mandragola Ltd.

    Passive stake
    10.0%Oct 5SCHEDULE 13G

  • RIBB · Ribbon Acquisition Corp.

    Wolverine Asset Management, LLC

    Stake update
    0.0%Oct 5SCHEDULE 13G/A

  • DGNX · Diginex Ltd

    Rhino Ventures Limited

    Stake update
    39.2%Oct 5SCHEDULE 13D/A

Read from public SEC filings. Not financial advice.