Smart Money
Follow the bets
Where Buffett, Druckenmiller, Trump and Pelosi actually put their money. Built from 13F filings, insider reports and government disclosures. Every line links back to the original.
By stock: what the most of them own, and who bought or sold this quarter →
Value investors
13F value $299.3B · 29 positions
Top five: AAPL 22.0%, AXP 17.1%, KO 10.9%, GOOGL 9.4%, BAC 9.2%
New 1 · Added 7 · Trimmed 6 · Sold out 1
Japan large stakes · 5 companies · Latest stakes: Mitsubishi Corp. 11.1%, Mitsui & Co. 10.8%, Marubeni Corp. 10.3%, Sumitomo Corp. 10.3%, Itochu Corp. 8.5%
Value investors · 13F holdings 2026-06-30 · Japan large stakes 2026-06-2513F value $19.1B · 18 positions
Top five: AAPL 41.1%, BRK-B 24.2%, PDD 10.0%, TSLA 7.4%, NVDA 6.6%
New 1 · Added 3 · Trimmed 7 · Sold out 2
Value investors · 13F holdings 2026-06-3013F value $7.2B · 145 positions
Top five: SPY 14.0%, QQQ 9.0%, TRMD 7.3%, EXE 6.6%, GTX 3.8%
New 40 · Added 51 · Trimmed 33 · Sold out 42
Value investors · 13F holdings 2026-06-3013F value $5.4B · 23 positions
Top five: AMZN 16.5%, ELV 9.1%, QSR 9.0%, GOOG 9.0%, FERG 6.4%
New 3 · Added 6 · Trimmed 9 · Sold out 2
Value investors · 13F holdings 2026-06-3013F value $3.7B · 8 positions
Top five: GOOGL 24.5%, GOOG 23.4%, PDD 22.2%, BRK-B 15.0%, EWBC 9.7%
New 0 · Added 2 · Trimmed 0 · Sold out 6
Value investors · 13F holdings 2026-06-3013F value $832M · 35 positions
Top five: LEGN 20.8%, FUTU 19.9%, AVBP 16.4%, MRVL 5.8%, VIPS 5.5%
New 6 · Added 6 · Trimmed 6 · Sold out 9
Value investors · 13F holdings 2026-06-30Hedge funds and macro
13F value $72.6B · 3139 positions
Top five: NVDA 2.0%, META 1.6%, INTC 1.4%, UTHR 1.3%, PLTR 1.2%
New 566 · Added 1074 · Trimmed 1487 · Sold out 639
Hedge funds and macro · 13F holdings 2026-06-3013F value $24.4B · 997 positions
Top five: SPY 16.3%, IVV 9.2%, NVDA 3.2%, AVGO 2.0%, AMZN 2.0%
New 214 · Added 399 · Trimmed 377 · Sold out 210
Hedge funds and macro · 13F holdings 2026-06-3013F value $24.0B · 46 positions
Top five: TSM 9.7%, AMZN 9.6%, NVDA 9.3%, GOOGL 8.7%, META 6.6%
New 9 · Added 6 · Trimmed 20 · Sold out 17
Hedge funds and macro · 13F holdings 2026-06-3013F value $19.5B · 14 positions
Top five: UBER 12.7%, BN 12.6%, MSFT 11.9%, AMZN 10.5%, HHH 10.2%
New 5 · Added 5 · Trimmed 3 · Sold out 2
Hedge funds and macro · 13F holdings 2026-06-3013F value $15.4B · 191 positions
Top five: TSLA 7.5%, AMD 5.3%, SPCX 5.0%, TEM 3.8%, HOOD 3.4%
New 16 · Added 79 · Trimmed 95 · Sold out 7
Hedge funds and macro · 13F holdings 2026-06-3013F value $8.3B · 12 positions
Top five: IEP 54.0%, CVI 23.7%, UAN 5.6%, CTRI 5.2%, IFF 4.1%
New 0 · Added 2 · Trimmed 2 · Sold out 0
Hedge funds and macro · 13F holdings 2026-06-3013F value $8.1B · 266 positions
Top five: AMZN 3.5%, TSM 3.1%, GLOBAL PMTS 2.7%, GOOGL 2.6%, NVDA 2.6%
New 98 · Added 50 · Trimmed 77 · Sold out 95
Hedge funds and macro · 13F holdings 2026-06-3013F value $7.7B · 27 positions
Top five: AMZN 15.4%, MU 14.6%, TSM 10.2%, GOOG 8.5%, UBER 7.2%
New 8 · Added 11 · Trimmed 5 · Sold out 12
Hedge funds and macro · 13F holdings 2026-06-3013F value $5.2B · 95 positions
Top five: NTRA 16.6%, TSM 5.4%, STM 4.5%, RSP 3.4%, INSM 2.9%
New 48 · Added 17 · Trimmed 10 · Sold out 23
Hedge funds and macro · 13F holdings 2026-06-3013F value $3.9B · 46 positions
Top five: GRBK 19.4%, FLR 6.2%, CNR 4.7%, BHF 4.6%, ACHC 3.3%
New 7 · Added 11 · Trimmed 11 · Sold out 6
Hedge funds and macro · 13F holdings 2026-06-3013F value $1.4B · 8 positions (no longer filing)
Top five: PLTR 66.0%, NVDA 13.5%, PFE 11.1%, HAL 4.5%, MOH 1.7%
New 7 · Added 1 · Trimmed 0 · Sold out 14
Hedge funds and macro · 13F holdings 2025-09-30Politicians
21,843 reported trades · 6,181 assets, latest 2026-07-31Recent: Buy JPMORGAN CHASE &, Sell MERCK & CO. INC, Sell CVS HEALTH CORP
114,750,000 shares of DJT (41.5%)
Politicians · Financial disclosure 2025-12-31 · Insider holdings 2025-12-2227 reported trades, latest 2026-07-28Recent: Buy BE, Buy BE, Buy REOF XXV, LLC
Politicians · Financial disclosure 2026-07-28Read this first
- 13F: managers with over $100M must report their US long positions each quarter, within 45 days of quarter end. No shorts, cash or foreign assets. You are looking at positions from six weeks ago.
- Government financial disclosures give ranges (e.g. $1,001–$15,000), not exact amounts, and annual and transaction reports lag each other.
- Dalio has stepped back from Bridgewater and Burry’s Scion has stopped filing 13Fs; both are flagged on their pages.
- This shows what they held or traded. It does not mean they still hold it, and it is not a recommendation.