Fundocap

Usta Yatırımcılar

Takip edilen her fon ve son çeyrekte ne değiştirdiği

Konsensüs 72 fonun 13F bildirimlerinden hesaplanır. Bu sayfa her fonu tek satırda gösterir: 2026 Q2 çeyreğinde yeni aldığı, artırdığı, azalttığı ve tamamen çıktığı hisseler, adet değişim yüzdesiyle.

En Çok TutulanlarAlınanlarPROSatılanlarPROYeni PozisyonlarPROFonlarTüm EvrenPRO
72

Her fonun son çeyrekte portföyünde ne değiştirdiği. Rakam, adetteki değişim yüzdesidir.

FonÇeyrekYeni aldıArtırdıAzalttıÇıktı
Berkshire Hathaway2026 Q2DHIGOOGL +45%, GOOG +658%, DAL +44%BAC -6%, COF -58%, KR -22%STZ
Pershing Square2026 Q1MSFTAMZN +19%GOOG -95%, GOOGL -95%, BN -3%HLT
Duquesne Family Office2026 Q2GOOGL, FOXA, CDWAMZN +1083%, UAL +203%, STX +141%ROKU -75%, AA -88%, WWD -68%AVGO, OPCH, FIGR
Appaloosa2026 Q2BA, AAL, CRWVAMZN +16%, TSM +24%, META +55%MU -41%, BABA -42%, WHR -63%SNDK, GLW, PDD
Third Point2026 Q2WBD, KEYS, XYZGOOGL +486%, NSC +500%, COF +489%CRS -31%, AMZN -10%, MTZ -9%META, GLD, NVDA
DME Capital Management (Greenlight)2026 Q2FBIN, VGNT, PRMBSHC +100%, CNR +23%, DCH +96%CNC -40%, VSNT -37%, SNX -21%VSXY, SLM, PTON
Baupost Group2026 Q2CME, AXTA, PSGPC +89%, AMZN +20%, NCLH +113%WCC -54%, UNP -23%, QSR -16%WTW, PCVX
Tiger Global2026 Q2CBRS, AMD, STXINTC +160%, CPAY +23%, XYZ +14%GOOGL -45%, AVGO -51%, TSM -12%APP, Z, NFLX
Coatue Management2026 Q2MU, SPCX, INTCAMZN +19%, TSM +3%, AVGO +6%AMAT -30%, GEV -24%, MSFT -43%ORCL, SNOW, ADBE
Lone Pine Capital2026 Q2NBIS, STX, HDCVNA +500%, MDLN +78%, PFGC +47%TSM -93%, CRS -47%, BN -93%VST, TLN, CLH
Viking Global2026 Q2RACE, MSCI, UNPCVNA +343%, AMZN +210%, META +76%TSLA -78%, TSM -29%, DIS -46%AAPL, CSX, GOOGL
Soros Fund Management2026 Q2SMCI 7 06-01-29, AEP, NBISETR +1084%, DLR +840%, SPGI +510%AMZN -39%, JD 0.25 06-01-29 -33%, SW -40%JAZZ 2 06-15-26, SEALED AIR CORP NEW, AM6
ARK Investment Management2026 Q2SPCX, CBRS, XEGOOG +45%, LLY +509%, NVDA +33%AMD -48%, ROKU -84%, TER -48%HONGBP, SLMT, ICE
Gates Foundation Trust2026 Q2HD, FDXF—BRK-B -14%, WM -3%—
Himalaya Capital2026 Q2—PDD +134%, BRK-B +23%—BAC, OXY, SPGI
H&H International Investment2026 Q2BABAPDD +27%, BRK-B +1%, DIS +13%NVDA -55%, GOOG -47%, AAPL -6%TSM, CRWD
Dalal Street2026 Q2KSPIRIG +0%AMR -11%, HCC -4%—
Oaktree Capital2026 Q2SE, VSAT, MMYTOCSL +325%, TDS +23%, FIVN 1 03-15-29 +145%GTX -48%, STKL -100%, CORZ -47%PBR, JBLU 0.5 04-01-26, NOK
Fairholme Capital2026 Q2PFE, CPB, UPSBRK-B +74%, BRK-A +450%, KHC +92%JOE -5%—
Markel Group2026 Q2ZTS, NFLX, UFPIMELI +340%, FNV +9%, EPD +182%ADI -2%, META -6%, CMCSA -17%SMG, UNH
Davis Selected Advisers2026 Q2DVN, SBACJBS +91%, AMZN +25%, LYB +55%AMAT -91%, TECK -21%, TXN -14%CTRA, CCI
Harris Associates2026 Q2BKNG, COO, BIRKMRSH +68%, SYY +48%, EQH +33495%PSX -81%, GOOGL -25%, WBD -85%FLUT, SEALED AIR CORP NEW , GRFS
Dodge & Cox2026 Q2FDXF, KKR, SEBKNG +2460%, V +630555%, TMO +11767%GS -90%, NSC -60%, BNY -29%LYB, LBTYK, HONGBP
Weitz Investment Management2026 Q2NFLX, COF, MTDMLM +19%, HEI-A +8%, VLTO +94%TXN -51%, GOOG -18%, ADI -20%ODFL, CDW
Yacktman Asset Management2026 Q2BRBRK-B +269%, INTU +6561%, BRBR +251%EWY -43%, BNY -82%, EBAY -17%CSCO, MRSH, GOLD
First Eagle Investment Management2026 Q2BKNG, HCC, GFFADP +82%, MDT +37%, BDX +16%TXN -99%, EXPD -66%, CHRW -36%VSNT, 8TG, CCS
Ruane, Cunniff & Goldfarb2026 Q2ROP, VT, HGVSAP +65%, ICLR +25%, GPI +22%ELV -29%, SUNB -22%, CACC -96%—
First Pacific Advisors2026 Q2DHR, INTU, SAPAJG +245%, PYPL +54%, CNH +49%GOOGL -16%, MAR -92%, ICLR -39%DELL, KMI, GLD
Gardner Russo & Quinn2026 Q2XOMERFSF +32%, DASH +18%, NFLX +2%GOOG -9%, JPM -83%, CFRHF -3%EXMOC, GNRC
Chou Associates2026 Q2VTS—AAPL -9%BHR 4.5 06-01-26
Muhlenkamp & Co2026 Q2SLVNMIH +1%, SLB +1%, URI +0%AAPL -1%, MSFT -0%, AEM -0%MTZ, FRDM
Miller Value Partners2026 Q2SPUU, COTY, METAGTN +35%, BLMN +27%, DCH +63%BFH -31%, TDAY -29%, ITRN -34%SPY, MBC, PTLO
Kahn Brothers Group2026 Q2WEDZ +117%, MBI +105%, SEG +3%OGN -52%, SEB -8%, DIS -5%CMCSA
Smead Capital Management2026 Q2ZTSNVR +31%, LEN +27%, WAL +18%EBAY -54%, CVE -10%, SPG -10%QCOM
Giverny Capital2026 Q2NYT, MSA, WSOBKNG +2375%, ADP +56%, RMD +69%BRK-B -34%, KEYS -56%, ADI -45%MTB, RSP, QQQM
Semper Augustus Investments2026 Q2PAYX, SPGI, CTSHBLDR +143%, BRK-B +8%, ALK +6%SBUX -82%, CMI -67%, FIVE -45%FLEX
Hosking Partners2026 Q2RRCBKNG +2752%, LPX +120%, CPNG +48%MU -23%, AMZN -36%, GOOG -10%PBT, Diana Shipping Inc Warrant
Stockbridge Partners2026 Q2WWD, VEEV, TTANFWONK +395%, GOOGL +28%, GWRE +457%WCN -53%, AMZN -28%, NVDA -15%KLAC, MSFT
Aquamarine2026 Q2————
Punch Card Management2026 Q2——SGOV -59%, CROX -3%—
Valley Forge Capital2026 Q2——MA -28%, FICO -13%, SPGI -13%—
Greenlea Lane Capital2026 Q2SPOT—AMZN -10%, MKL -10%, TSLA -13%—
RV Capital2026 Q2—CVNA +367%, MSFT +31%IBKR -26%, CACC -13%, META -4%—
Conifer Management2026 Q2AIIRGPI +28%—LAD
Akre Capital Management2026 Q2—CSGP +13%, NOW +14%BN -29%, V -32%, KKR -26%—
Sands Capital Management2026 Q2MU, AMD, SPCXCVNA +300%, BE +65%, STX +36%TSM -33%, NVDA -22%, AMZN -28%FLUT, TTEK, RBLX
Polen Capital Management2026 Q2GE, GEV, ATITSM +187%, IWF +51%, WULF +429%AON -88%, LLY -27%, SNPS -94%INTU, FSLY, MCHI
Baillie Gifford2026 Q2SPCX, CFR, KLACRY +3803766%, CRH +1294698%, QXO +251%RKLB -44%, CPNG -35%, META -22%PEN, CME, TROW
Fundsmith2026 Q2UBER, MA, TSMNSSC +58%, MANH +43%, BMI +23%GOOGL -40%, PM -43%, FTNT -41%MTD, ZTS, OTIS
Lindsell Train2026 Q2KKR, WMGVRSK +13%, V +2%, EFX +3%GOOGL -25%, EBAY -42%, TKO -14%CL
TCI Fund Management2026 Q2MLM, VMCGOOG +12%, SPGI +0%, FER +1%CP -3%, CNI -4%, GE -0%MSFT
Altimeter Capital Management2026 Q2CBRS, QCOM, SPCXCRWV +35%, AMZN +16%, MSFT +7%META -31%, UBER -8%, ARM -4%AXON, AVGO, GRAB HOLDINGS LIMITED
Whale Rock Capital Management2026 Q2ALAB, SNOW, TWLOAMD +2081%, CVNA +386%, VIAV +98%SNDK -25%, AVGO -92%, FROG -26%AEIS, RBLX, TSEM
Dragoneer Investment Group2026 Q2SPCX, AMD, AMZN—GLBE -91%, KLAR -16%NVDA, CPNG, META
Light Street Capital Management2026 Q2ALAB, TOST, RDDTGTLB +66%, CPNG +93%, AMKR +47%AMD -50%, NVDA -50%, AMZN -59%BILL, IOT, LITE
Durable Capital Partners2026 Q2MAIR, TWLO, ROLCVNA +575%, FN +179%, FERG +36%RBC -25%, TECH -89%, MDLN -64%IWM, YOU, CIGI
Egerton Capital (UK)2026 Q2AMAT, EFX, SPGIMDLN +277%, APH +69%, AMZN +51%LIN -72%, IBKR -34%, UBER -50%CRS, CME, CNQ
Lansdowne Partners (UK)2026 Q2NVT, A, STBKR +6087%, TSM +10%, ARM +15%LIN -47%, TECK -85%, SW -81%ALC
Hound Partners2026 Q2CCL, META, GSNCLH +17%, ENSG +130%, GLNG +32%BIO -77%, CALM -28%, BELFA -19%CCL1EUR, PLTR, HOOD
Select Equity Group2026 Q2ECL, LTH, MKCTDG +637%, ENTG +144%, HUBB +123%TSCO -67%, VIK -20%, SCI -46%PWR, MORN, GRMN
Findlay Park Partners2026 Q2CSCO, WSOKLAC +1118%, WCN +70%, AMAT +77%TXN -45%, KEYS -39%, DHR -42%INTU, SLB, MKTX
Cantillon Capital Management2026 Q2——AVGO -95%, GOOGL -95%, TSM -95%TMO, AON, EFX
Dorsey Asset Management2026 Q2—BKNG +4409%, APP +39%, UBER +62%SUNB -48%, AER -32%, ASML -7%—
Icahn Capital2026 Q2—IEP +13%, SD +2%AEP -64%, JBLU -39%—
Trian Fund Management2026 Q2—GEHC +76194%, WEN +0%Janus Henderson Group plc -20%, IVZ -45%—
Starboard Value2026 Q2DT, FLSIJH +52%, BILL +0%QRVO -25%, KMX -48%, RIOT -35%GEN, CWAN, BDX
JANA Partners2026 Q2MRCY, COO, SPY—P -5%—
ValueAct Holdings2026 Q2PAYPRKT +48%, CBRE +323%, SPOT +47%MDB -84%, RBLX -46%, LLYVK -39%DIS
Sachem Head Capital Management2026 Q2STX, MKSI, CELHCVNA +466%, SHC +34%, PRMB +4%TWLO -73%, TLN -11%, DKS -7%ECHO, WFRD, ICLR
Corvex Management2026 Q2VST, PLNT, FWONKMETA +11567%, WGS +48%, AMZN +3%ILMN -26%, SWX -26%, UNP -33%CSGP, LION, CRM
Elliott Investment Management2026 Q2SNPS, QNTHPE +18%, NCLH +11%SU -44%, LUV -20%, SDRL -6%CCI, W 3.5 11-15-28, GLIBK
Glenview Capital Management2026 Q2A, LLY, MKSITMO +150%, DHR +633%, GPN +40%CVS -41%, AMD -54%, AMAT -67%DXC, GTM, USFD