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10,000+

Investment Firms

$50T+

Assets Tracked

300K+

Reports Analyzed

Live Data

Data Updates

Tweedy Browne

Tweedy Browne

Tweedy, Browne Co LLC

Reduce

-27.18%

Position Reduction

Scaling back a position

Jeff Auxier

Jeff Auxier

AUXIER ASSET MANAGEMENT LLC

New Buy

+$1.73 M

Position Value

A major new bet

Lee Ainslie

MAVERICK CAPITAL LTD

New Buy

Union Pacific Corporation

+$263.7 M

Position Value

A major new bet

Peter Thiel

Thiel Macro LLC

Reduce

-76.16%

Position Reduction

Scaling back a position

Andreas Halvorsen

Andreas Halvorsen

VIKING GLOBAL INVESTORS LP

New Buy

Microsoft Corporation

+$1.26 B

Position Value

A major new bet

Guru Conviction

Discover what the smartest money is buying, selling, and holding

Top Most Owned

Microsoft Corporation

49 Gurus

Meta Platforms, Inc.

43 Gurus

42 Gurus

Amazon.com, Inc.

38 Gurus

37 Gurus

View Full List

Top Stocks By %

210.62%

6 Gurus

CyberArk Software Ltd.

118.26%

7 Gurus

Euronet Worldwide, Inc.

110.40%

7 Gurus

Integer Holdings Corporation

87.30%

5 Gurus

Icahn Enterprises L.P.

86.46%

1 Gurus

View Full List

High Conviction

13.15%

6 Gurus

Loar Holdings Inc.

13.86%

3 Gurus

4.99%

31 Gurus

Microsoft Corporation

4.51%

49 Gurus

Texas Pacific Land...

8.01%

5 Gurus

View Full List

Guru Portfolio Updates

Latest quarterly position changes from top investment managers

Tweedy Browne

Tweedy Browne

Tweedy, Browne Co LLC

Q3 2025

11/20/2025

New Buy

SNEX PNC ELV

Add

HCI +97.35% REZI +105.42% KT +109.81%

Reduce

GOOGL -27.18% BRK.A -5.88% GOOG -52.32%

Sold Out

LGND HPK ACDC

Jeff Auxier

Jeff Auxier

AUXIER ASSET MANAGEMENT LLC

Q3 2025

11/19/2025

New Buy

FI PGR PSKY

Add

AMZN +25.43% AIG +3.43% ARCO +11.97%

Reduce

UNP -17.32% ABBV -4.04% MA -1.32%

Sold Out

ANCTF SPGI PARA

Lee Ainslie

MAVERICK CAPITAL LTD

Q3 2025

11/14/2025

New Buy

UNP RTX ASML

Add

SHW +22375.79% BTU +13966.02% MSFT +23.69%

Reduce

TSM -42.08% NVDA -27.61% CCL -64.43%

Sold Out

MU HII WBD

Peter Thiel

Thiel Macro LLC

Q3 2025

11/14/2025

New Buy

MSFT AAPL

Add

N/A

Reduce

TSLA -76.16%

Sold Out

NVDA VST

Andreas Halvorsen

Andreas Halvorsen

VIKING GLOBAL INVESTORS LP

Q3 2025

11/14/2025

New Buy

MSFT NFLX DKNG

Add

PNC +234.93% JCI +368.49% DIS +78.69%

Reduce

BAC -63.20% ROST -57.37% FSLR -66.11%

Sold Out

USB AMZN FLUT

John Paulson

PAULSON & CO. INC.

Q3 2025

11/14/2025

New Buy

N/A

Add

BHC +115.77%

Reduce

MDGL -8.71% AAMI -13.48%

Sold Out

SA EQX IAG

Q3 2025 Market Activity

Quarterly Fund Flow Trends

Symbol	Stock / ETF	Buys	%Of Portfolio	Price
GOOGL	Alphabet, Inc.	$5.81 B	0.20%	$320.18
V	Visa Inc.	$3.85 B	0.59%	$334.44
IEF	iShares 7-10 Year Treasury Bond ETF	$2.9 B	6.45%	$97.5
MSFT	Microsoft Corporation	$2.83 B	0.07%	$492.01
META	Meta Platforms, Inc.	$1.9 B	0.10%	$647.95

Symbol	Stock / ETF	Buys	%Of Portfolio	Price
INDV	Indivior PLC	$49.2 M	198.95%	$33.6
CYBR	CyberArk Software Ltd.	$225.08 M	118.13%	$458.59
EEFT	Euronet Worldwide, Inc.	$55.56 M	107.37%	$74.09
ITGR	Integer Holdings Corporation	$33.22 M	84.16%	$72.18
NVMI	Nova Ltd.	$28.88 M	80.94%	$312.84

Symbol	Stock / ETF	Sells	%Of Portfolio	Price
MSFT	Microsoft Corporation	$11.82 B	0.31%	$492.01
AAPL	Apple Inc.	$11.34 B	0.30%	$278.85
META	Meta Platforms, Inc.	$6.13 B	0.33%	$647.95
BAC	Bank of America Corporation	$3.27 B	0.87%	$53.65
NVDA	NVIDIA Corporation	$2.34 B	0.05%	$177

Symbol	Stock / ETF	Sells	%Of Portfolio	Price
GAST	Gabelli Automation ETF	$5.25 M	85.71%	$32.18
GGRW	Gabelli Growth Innovators ETF	$3.37 M	43.48%	$35.67
SPAQ	Horizon Kinetics SPAC Active ETF	$3.77 M	33.70%	$106.88
LESL	Leslie's, Inc.	$26.01 M	33.34%	$2.97
GABF	Gabelli Financial Services Opportunities ETF	$10.09 M	26.01%	$46.1

Sector Fund Flow Visualization

Where guru money is moving

Top Sector Inflows

Technology $30.27 B

Financials $22.51 B

Healthcare $16.56 B

Communication Services $15.77 B

Consumer Discretionary $15.06 B

Top Sector Outflows

Technology $49.83 B

Financials $21.2 B

Communication Services $18.36 B

Healthcare $18.03 B

Consumer Discretionary $16.67 B

Featured Investment Gurus

Follow the strategies of legendary investors

Ken Fisher

Ken Fisher

Fisher Asset Management, LLC

AUM: $276.29 B

Holdings: 1,014

Turnover: +1.58%

Warren Buffett

Warren Buffett

BERKSHIRE HATHAWAY INC

AUM: $267.33 B

Holdings: 41

Turnover: +2.22%

Renaissance Technologies

Renaissance Technologies

RENAISSANCE TECHNOLOGIES LLC

AUM: $75.75 B

Holdings: 3,457

Turnover: +20.28%

Steven Cohen

Steven Cohen

Point72 Asset Management, L.P.

AUM: $59.76 B

Holdings: 2,263

Turnover: +39.28%