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. Q1 2026 filings.
Strongest Buys — Q1 2026 (tier-weighted consensus)
1
100
AMZN
AMAZON.COM INC · Consumer Discretionary· +17.8% since
20 hold
20APTPPSBGVCTF+14
ADDTRIM
S3
→2
87
MSFT1 new
MICROSOFT CORP · Information Technology· +4.0% since
21 hold
21APPSTFPCFWP+15
NEWADDTRIM
S4
→3
71
GOOGL3 NEW this Q
ALPHABET INC · Information Technology· +24.1% since
25 hold
25HCLTTGRCWPCC+19
NEWADDTRIM
S2
→4
71
BRK/B1 new
Berkshire Hathaway Inc.
17 hold
17C&GFSAHCGCGR+11
NEWADDTRIM
→5
67
SPGI3 NEW this Q◆ 2 insiders
S&P GLOBAL INC · Industrials· +1.2% since
11 hold
11VFTFDACCWPEC+5
NEWADDTRIM
S4
→6
65
V1 new
VISA INC · Industrials· +15.5% since
22 hold
22TFVCACMAFAC+16
NEWADDTRIM
S1
→7
60
MA3 NEW this Q
MASTERCARD INCORPORATED · Industrials· +5.4% since
16 hold
16VFACGRTFAPMA+10
NEWADDTRIM
S1
→8
57
MCO1 new
MOODYS CORP · Industrials· +11.7% since
12 hold
12VFTFAPACMAAC+6
NEWADDTRIM
S2
→9
57
GE
GE AEROSPACE · Information Technology· +26.6% since
6 hold
6TFTPACSAECHK
TRIM
S2
→10
53
SUNB8 NEW this Q
SUNBELT RENTALS HOLDINGS INC · Industrials· +15.0% since
8 hold
8DABRRCGRACGC+2
NEW
→11
52
GOOG2 new
ALPHABET INC · Information Technology· +23.8% since
19 hold
19HCGRTFBGMGGC+13
NEWADDTRIM
S2
→12
49
META3 NEW this Q
META PLATFORMS INC · Information Technology· +17.0% since
18 hold
18PSVCWPTGDATF+12
NEWADDTRIM
S2
→13
43
FICO
FAIR ISAAC CORP · Industrials· +17.2% since
5 hold
5VFLTACACYA
ADD
S4
→14
43
BRK/A
BERKSHIRE HATHAWAY INC DEL
11 hold
11PCGRSATBMGDA+5
ADDTRIM
→15
35
AAPL1 new
APPLE INC · Information Technology· +24.2% since
12 hold
12BHWPMGVGHCGC+6
NEWADDTRIM
S2
→16
29
UBER1 new◆ 1 insider
UBER TECHNOLOGIES INC · Industrials· +3.6% since
9 hold
9PSDAGRGCCCPC+3
NEWADDTRIM
S4
→17
28
PDD
PDD HOLDINGS INC · Industrials· -16.7% since
2 hold
2PCHC
S4
→18
28
HCC
WARRIOR MET COAL INC · Materials· -14.0% since
2 hold
2PFHP
ADDTRIM
S4
→19
24
AXP
AMERICAN EXPRESS CO · Financials· +15.9% since
11 hold
11BHSCHPTBMGDA+5
ADDTRIM
S2
→20
22
APP1 new
APPLOVIN CORP · Information Technology
4 hold
4DALPTGDA
NEWADDTRIM
→Sector Rotation — where money moved
Industrials
$10.78B
Information Technology
$3.73B
Other
$1.09B
Communication Services
$736M
Utilities
$127M
Real Estate
−$779M
Health Care
−$824M
Financials
−$1.11B
Materials
−$1.33B
Consumer Discretionary
−$2.02B
Consumer Staples
−$2.27B
Energy
−$9.75B
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