Smart money in Q2 2026
Across 16 tracked conviction and activist funds, the most widely held stocks in Q2 2026 13F filings were Alphabet Inc (GOOGL), held by 8; Amazon.com Inc (AMZN), held by 8; Taiwan Semiconductor Manufacturing Company Ltd (TSM), held by 7. The most funds added to GOOGL (6 buying, 1 new).
- Largest estimated net buying: GOOGL, +$15.2B, led by Berkshire Hathaway Inc.
- Largest estimated net selling: BAC, −$1.7B, led by Berkshire Hathaway Inc.
Source: SEC Form 13F-HR via EDGAR. ETFs and index products excluded.
281 stocks held by 2+ of 16 tracked funds · Q2 2026 13F vs prior quarter
| Stock | Funds | Est. net flow |
|---|---|---|
GOOGLAlphabet Inc | 8 | +$15.2B |
AMZNAmazon.com Inc | 8 | −$44.5M |
TSMTaiwan Semiconductor Manufacturing Company Ltd | 7 | −$1.4B |
MSFTMicrosoft Corp | 6 | −$559.7M |
METAMeta Platforms Inc | 5−1 | +$191.8M |
UNPUnion PAC Corp | 5+1 | +$523.1M |
SPCXSpace Exploration Technologies Corp | 5+5 | +$1.1B |
COFCapital ONE Finl Corp | 5+1 | −$918.2M |
CBChubb Limited | 4 | −$305.1M |
NVDANvidia Corporation | 4−1 | −$293.8M |
VVisa Inc | 4+1 | +$315.8M |
SESEA Ltd | 4 | −$198.6M |
AMDAdvanced Micro Devices Inc | 4+1 | −$789.9M |
AVGOBroadcom Inc | 4−1 | −$898.9M |
WMTWalmart Inc | 4 | −$2.4M |
MCDMcdonalds Corp | 4 | −$213.5M |
XYZBlock Inc | 4+1 | +$259.3M |
CPNGCoupang Inc | 4+1 | +$35.2M |
RDDTReddit Inc | 4 | −$135.7M |
BILLBill Holdings Inc | 4 | −$579.0M |
SNOWSnowflake Inc | 4+2 | +$335.5M |
DHRDanaher Corp DEL | 4+1 | +$89.8M |
ATIATI Inc | 4 | −$407.1M |
CRSCarpenter Technology Corp | 4 | −$57.2M |
NOWServicenow Inc | 4+1 | −$9.6M |
Frequently asked questions
What is a 13F filing?
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying U.S. securities must file with the SEC within 45 days after each quarter ends. It lists the long equity positions they held on the last day of the quarter.
Which funds does this screener track?
17 conviction and activist managers: Berkshire Hathaway, Baupost Group, Daily Journal, Gates Foundation Trust, Soros Fund Mgmt, Tiger Global, Viking Global, ARK Invest, Bridgewater, Joho Capital, Paulson & Co, Pershing Square, Icahn, Third Point, Starboard Value, Trian Partners, Mangrove Partners. Index funds and giant asset managers are left out because their holdings mirror the market rather than a view.
How is net buying estimated?
SignalX compares each fund's latest 13F with the prior quarter and values the change in shares at reported prices. 13F filings show only quarter-end positions, so exact trade dates and prices are unknown, and short positions, cash and most non-U.S. holdings are not included.
How current is 13F data?
Positions are as of quarter end and can be filed up to 45 days later, so 13F shows what a fund owned, not what it owns today. This page uses Q2 2026 filings. For faster signals, pair it with Form 4 insider buys and 13D activist stakes, which are filed within days.
Ask about fund holdings
The research agent reads Form 4s, 13Fs, 8-Ks and financials, and cites the filings it used.