What the smart money is buying
A tier-weighted consensus across ~53 curated, concentrated, low-turnover managers — and an honest read on the limits of following them. Q2 2026 filings.
Q3 2026 filings arriving — 0 of 50 managers indue 2026-11-14 · 30 days left
Managers have 45 days after quarter end to file. The board below shows the last complete quarter until Q3 2026 is in.
Strongest Buys — Q2 2026 (tier-weighted consensus)
1
100
V3 NEW this Q
VISA INC · Industrials· +14.1% since
25 hold
25TFVCMAACACAP+19
NEWADDTRIM
S2
→2
92
GOOGL
ALPHABET INC · Information Technology· -2.7% since
23 hold
23HCLTRCBHWPCC+17
ADDTRIM
S3
→3
90
GOOG
ALPHABET INC · Information Technology· -2.7% since
18 hold
18HCGRTFBGMGGC+12
ADDTRIM
S3
→4
84
BRK/B
Berkshire Hathaway Inc.
16 hold
16C&GFSAHCYAGR+10
ADDTRIM
→5
84
GE1 new
GE Aerospace · Information Technology· -17.8% since
7 hold
7TPTFACPCSAEC+1
NEWTRIM
S3
→6
83
SPGI4 NEW this Q
S&P GLOBAL INC · Industrials· +0.3% since
14 hold
14VFTFDAPSECCC+8
NEWADDTRIM
S4
→7
76
MA2 new
MASTERCARD INCORPORATED · Industrials· +17.5% since
17 hold
17ACVFAPGRTFMA+11
NEWADDTRIM
S2
→8
74
META1 new
META PLATFORMS INC · Information Technology· +30.9% since
18 hold
18HPPSVCWPDATG+12
NEWADDTRIM
S2
→9
73
AMZN
AMAZON.COM INC · Consumer Discretionary· +6.6% since
20 hold
20APBGVCPSTGTF+14
ADDTRIM
S2
→10
70
MSFT1 new
MICROSOFT CORP · Information Technology· +43.1% since
21 hold
21APPSTFWPPCAC+15
NEWADDTRIM
S2
→11
61
MCO
MOODYS CORP · Industrials· +2.2% since
11 hold
11VFTFACACMABH+5
TRIM
S1
→12
60
PDD
PDD HOLDINGS INC · Industrials· +6.8% since
2 hold
2HCPC
ADD
S4
→13
56
BRK/A
BERKSHIRE HATHAWAY INC DEL
11 hold
11PCGRSATBMGDA+5
ADDTRIM
→14
42
UBER1 new◆ 2 insiders
UBER TECHNOLOGIES INC · Industrials· -4.0% since
10 hold
10PSDAFGRCCGC+4
NEWADDTRIM
S4
→15
40
AAPL
APPLE INC · Information Technology· +18.5% since
11 hold
11BHWPMGHCSAGC+5
ADDTRIM
S2
→16
33
AJG1 new
GALLAGHER ARTHUR J & CO · Financials
3 hold
3BWECHK
NEWADDTRIM
S2
→17
31
AXP1 new
AMERICAN EXPRESS CO · Financials· -9.3% since
12 hold
12BHSCHPTBMGGC+6
NEWTRIM
S4
→18
29
TSM1 new◆ 3 insiders
TAIWAN SEMICONDUCTOR MANUFAC · Information Technology· -10.0% since
13 hold
13WPTGRCCCECTP+7
NEWADDTRIM
S2
→19
28
WBD2 new
WARNER BROS DISCOVERY INC · Communication Services
3 hold
3TPGDFF
NEWADD
→20
28
FICO1 new
FAIR ISAAC CORP · Industrials· -39.8% since
6 hold
6VFLTACACFYA
NEWTRIM
S4
→Sector Rotation — where money moved
Information Technology
$7.45B
Industrials
$7.42B
Materials
$2.38B
Energy
$1.69B
Health Care
$189M
Real Estate
−$47M
Communication Services
−$257M
Utilities
−$283M
Consumer Discretionary
−$319M
Other
−$594M
Consumer Staples
−$757M
Financials
−$4.28B
Net $ bought/sold across tracked managers, at current prices. With ~53 managers a single large move can dominate a sector.
Notable Buys This Quarter
New positions and meaningful adds across the tracked managers. (Exits aren’t shown — we store current holdings only.)
Tracked Managers 53 active
View all →Berkshire HathawayQuality compounderBrave WarriorConcentratedGiverny CapitalQuality compounderHimalaya CapitalValue/globalPershing SquareActivistTCI Fund ManagementQuality compounderValley Forge CapitalQuality compounderAkre CapitalQuality compounderAltarock PartnersQuality compounderAppaloosaConcentratedBares CapitalConcentratedBaupost GroupDeep valueCantillon CapitalConcentratedDorsey Asset ManagementConcentrated