>>> 13F Summary Scoreboard Q1 2026

SUMMARY SCORECARD
Fund Signal Quality Best Call Worst Call
Berkshire/Buffett ๐ŸŸข Excellent GOOGL (3x, massive beat) โ€”
Altimeter/Gerstner ๐ŸŸข Strong UBER, NVDA, ARM CPNG exit timing
Elliott/Singer ๐ŸŸก Mixed NCLH (beat), HPE (beat) RIG (miss)
Tiger Global/Coleman ๐ŸŸข Strong NVDA, TSM, META CPNG (massive add despite exit consensus)
Lone Pine/Mandel ๐ŸŸก Mixed APP (near-doubled, beat) WULF (massive miss), AMZN exit
Ackman/Pershing Sq. ๐ŸŸก Pending MSFT (contrarian) GOOG cut (massive beat)
Third Point/Loeb ๐ŸŸก Mixed META (new), GOOGL (new) NVDA near-exit (stock up)
Jana/Rosenstein ๐ŸŸข Strong FISV (doubled, big beat) โ€”
Duquesne/Druckenmiller ๐ŸŸก Mixed INTC (new, huge beat) DAL (exited before Buffett buyS)
ValueAct ๐Ÿ”ด Caution TOST (miss), KKR, WIX TOST EPS miss
Greenlight/Einhorn ๐ŸŸก Mixed PTON (turnaround bet) TRIP (miss)