>>> Soros Fund (George Soros) discloses updated portfolio positions in 13F filin

Soros Fund (George Soros) discloses updated portfolio positions in 13F filing: New CX TALK OBDC MFIC SEM AES VRE positions, Exited DBRG INDV JHG ONB CADE TRIP
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: CX (2.99 mln), TALK (2.77 mln), OBDC (2.45 mln), MFIC (1.94 mln), SEM (1.83 mln), AES (1.56 mln), VRE (1.53 mln), HTO (1.23 mln), OTF (1.01 mln), BXSL (868K), NATL (730K), WBS (712K), SUNB (546K), POR (506K), THR (448K), GFS (444K), INGM (400K), STLA (379K), NSA (317K), KWEB (300K), SVAC (295K), SHLS (289K), ARRY (275K), LIN (260K), HYG (250K), WIX (250K), CG (245K), KKR (245K), VST (244K), JAN (229K), ETSY (215K), PEN (203K), MDA (200K), ARES (196K), COF (180K), BX (173K), TPG (173K), NOW (154K), KO (151K), EQPT (150K), OFRM (150K), MWH (141K), BRK.B (133K), APO (131K), LBRDK (127K), MCD (124K)
  • Increased: CCO (5.41 mln from 680K), BGC (4.2 mln from 2.11 mln), KVUE (3.16 mln from 1.25 mln), EVGO (6.04 mln from 4.5 mln), WBD (1.09 mln from 150K), OWL (2.02 mln from 1.19 mln), EA (966K from 428K), WEC (513K from 96K), NVDA (1.07 mln from 666K), CORZ (329K from 5K), HON (358K from 71K), SARO (700K from 425K), TEAM (536K from 287K), SEMR (1.48 mln from 1.29 mln), GTLS (470K from 286K), VSEC (157K from 7K), SW (2.52 mln from 2.4 mln), JPM (118K from 2K), FWONK (247K from 140K), AAPL (501K from 416K), LCID (173K from 96K), BHF (847K from 774K), CRBG (2.13 mln from 2.07 mln)
  • Exited: DBRG (2.4 mln), INDV (1.15 mln), JHG (997K), ONB (856K), CADE (597K), TRIP (520K), FUN (440K), SAIL (425K), LION (401K), ENPH (400K), CSGS (377K), FXI (325K)
  • Decreased: RUN (20K from 2.23 mln), FIGR (1 mln from 2.1 mln), ALLY (725K from 1.69 mln), EXC (105K from 623K), STUB (125K from 487K), XLF (12K from 312K), MDLN (1.29 mln from 1.58 mln), SRE (109K from 397K), DDOG (101K from 380K), ITT (90K from 329K), GFL (530K from 733K), CNM (232K from 434K), CORZW (874K from 1.06 mln), ULS (395K from 581K), AMRZ (89K from 267K), CRM (361K from 519K), RDNT (438K from 575K), IBKR (645K from 771K), GO (37K from 137K), CODI (25K from 125K), BKU (31K from 130K), AAMI (649K from 737K), GL (60K from 146K), CRH (115K from 200K), WWD (100K from 181K), SMR (70K from 150K), ETR (77K from 156K)

>>> Altimeter Capital (Brad Gerstner) discloses updated portfolio positions in 1

Altimeter Capital (Brad Gerstner) discloses updated portfolio positions in 13F filing: New ARM AXON positions, Added to UBER CRWV NVDA TSM META AVGO holdings
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: ARM (1.72 mln shares), AXON (149K)
  • Increased: UBER (7.97 mln shares from 5.59 mln shares), CRWV (4.5 mln from 3.21 mln), NVDA (9.34 mln from 8.1 mln), TSM (1.37 mln from 1.22 mln), META (1.95 mln from 1.85 mln), AVGO (0.07 mln from 0.03 mln)
  • Exited: CPNG (from 15.68 mln shares), CFLT (6.93 mln), Z (2.19 mln), SHOP (0.57 mln), GOOGL (0.52 mln), BE (0.26 mln), MELI (0.07 mln)
  • Decreased: HOOD (0.9 mln shares from 1.29 mln shares), AMZN (2.09 mln from 2.22 mln), SNOW (1.93 mln from 2.03 mln), MSFT (1.18 mln from 1.28 mln)

>>> DME / Greenlight Capital (David Einhorn) discloses updated portfolio positio

DME / Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing: New DCH STUB PSKY SLM VTRS REZI TRIP positions, Added to PTON ACHC SHC BKV GPK SLDE VSCO holdings, Exited KD WBD PRKS GPN,
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: DCH (6.31 mln shares), STUB (4.23 mln), PSKY (3.93 mln), VSNT (3.03 mln), SLM (2.1 mln), VTRS (1.82 mln), REZI (1.57 mln), TRIP (1.56 mln), CROX (0.67 mln), ZIM (0.35 mln)
  • Increased: PTON (10.11 mln shares from 0.25 mln shares), SHC (2.07 mln from 0.46 mln), BKV (2.7 mln from 1.29 mln), GPK (9.1 mln from 8.42 mln), SLDE (1.69 mln from 1.15 mln), VSCO (2.26 mln from 1.74 mln), SNX (0.48 mln from 0.06 mln), ACHC (4.52 mln from 4.12 mln), COYA (2.34 mln from 2.03 mln), BHF (2.84 mln from 2.79 mln), DECK (481K from 299K), CPRI (4.93 mln from 4.77 mln), HSIC (599K from 469K), CNC (2.73 mln from 2.64 mln), ROIV (2.15 mln from 2.07 mln)
  • Maintained: GRBK (9.47 mln shares), PENN (6.04 mln)
  • Exited: KD (from 3.82 mln shares), WBD (1.53 mln), PRKS (575K), GPN (453K), KWEB (132K), GDX (65K)
  • Decreased: DHT (5.27 mln shares from 7.37 mln shares), CNH (4.19 mln from 5.77 mln), PCG (6.63 mln from 7.78 mln), FLR (4.75 mln from 5.56 mln), WFRD (0.15 mln from 0.74 mln), CNR (1.86 mln from 2.1 mln), AR (0.81 mln from 1.01 mln), TEVA (2.91 mln from 3.06 mln), SPB (0.65 mln from 0.66 mln), LBTYA (4.96 mln from 5 mln), GLD (100K from 171K), CI (88K from 94K)

>>> Himalaya Capital discloses updated portfolio positions in 13F filing: New TM

Himalaya Capital discloses updated portfolio positions in 13F filing: New TME HRB SPGI MCO MSCI positions
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: TME (6.59 mln), HRB (1.63 mln), SPGI (121K), MCO (118K), MSCI (19K)
  • Increased: CROX (887K from 628K)
  • Maintained: PDD (4.61 mln), EWBC (2.78 mln), GOOGL (2.54 mln), GOOG (2.45 mln), OXY (1.47 mln), BRK.B (898K)
  • Decreased: BAC (2998K from 10431K)

>>> Carl Icahn discloses updated portfolio positions in 13F filing: Added to CVI

Carl Icahn discloses updated portfolio positions in 13F filing: Added to CVI position, Exited SWX, Lowered SATS holding
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • Increased: CVI (71.2 mln shares from 70.42 mln shares)
  • Maintained: IEP (549.4 mln shares) JBLU (33.62 mln), CTRI (14.34 mln), IFF (4.28 mln), UAN (4.16 mln), AEP (1.21 mln)
  • Exited: SWX (6.03 mln shares)
  • Decreased: SATS (1.4 mln shares from 3.35 mln shares)

>>> ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio posi

ValueAct (Jeffrey Ubben and Bradley Singer) discloses updated portfolio positions in 13F filing: New KKR WIX SPOT positions, Added to TOST V holdings, Exited NSIT, Lowered RKT DIS AMZN MDB LYV BLK META holdings
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: KKR (3.28 mln shares), WIX (1.1 mln), SPOT (0.36 mln)
  • Increased: TOST (12.9 mln shares from 8.02 mln shares), V (2.32 mln from 1.72 mln)
  • Maintained: CRM (2.99 mln shares)
  • Exited: NSIT (1.22 mln shares)
  • Decreased: RKT (28.21 mln shares from 39.38 mln shares), DIS (0.4 mln from 3.08 mln), AMZN (2.88 mln from 3.39 mln), MDB (1.04 mln from 1.41 mln), LYV (0.62 mln from 0.82 mln), BLK (0.55 mln from 0.7 mln), LLYVK (3.56 mln from 3.6 mln) LLYVA (1.78 mln from 1.8 mln), RBLX (5.85 mln from 5.98 mln), META (916K from 1.05 mln), SSD (1.4 mln from 1.47 mln)

>>> Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in

Berkshire Hathaway (Warren Buffett) discloses updated portfolio positions in 13F filing: New DAL GOOG M positions, Added to GOOGL NYT LEN holdings, Exited V UNH MA AON DPZ POOL AMZN LAMR CHTR positions, Cut CVX STZ NUE DVA (482.30 -1.36)
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: DAL (39.81 mln shares), GOOG (3.59 mln), M (3.04 mln)
  • Increased: GOOGL (54.25 mln shares from 17.85 mln shares), NYT (15.15 mln from 5.07 mln), LEN (10.1 mln from 7.05 mln), LEN.B (0.24 mln from 0.18 mln)
  • Maintained: BAC (513.62 mln shares), KO (400 mln), KHC (325.63 mln), OXY (264.94 mln), AAPL (227.92 mln), AXP (151.61 mln), SIRI (124.81 mln), KR (50 mln), CB (34.25 mln),
  • Exited: V (8.3 mln), UNH (5.04 mln), MA (3.99 mln), AON (3.6 mln), DPZ (3.35 mln), POOL (3.07 mln), FWONK (3.02 mln), LILA (2.4 mln), AMZN (2.28 mln), HEI.A (1.29 mln), LILAK (1.28 mln), LAMR (1.2 mln), CHTR (1.06 mln), ALLE (780K), DEO (228K), BATRK (115K)
  • Decreased: CVX (84.38 mln shares from 130.16 mln shares), STZ (0.63 mln from 13 mln), NUE (3.91 mln from 6.41 mln), DVA (30.1 mln from 31.76 mln), LLYVK (10.59 mln from 10.92 mln)

>>> Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13

Jana Partners (Barry Rosenstein) discloses updated portfolio positions in 13F filing: Added to FISV ALKT, Exited FRPT, Trimmed MRCY SPY MKL holdings
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • Increased: FISV (4.44 mln shares from 2.25 mln shares), ALKT (5.43 mln from 4.89 mln), COO (3.57 mln from 3.5 mln)
  • Maintained: RPD (6.74 mln shares), LW (5.01 mln), FUN (4.12 mln), EHAB (2.09 mln)
  • Exited: FRPT (0.56 mln)
  • Decreased: MRCY (4.11 mln shares from 4.96 mln shares), SPY (0.34 mln from 0.39 mln), MKL (0.08 mln from 0.08 mln)

>>> Impactive Capital discloses updated portfolio positions in 13F filing: New G

Impactive Capital discloses updated portfolio positions in 13F filing: New GTLB CART LRN ICLR positions, Added to SLM, Exited CLVT ETSY
Highlights from Q1 2026 filing as compared to Q4 2025 (all amounts are approximate):
  • New: GTLB (3.91 mln shares), CART (1.57 mln), LRN (1.11 mln), ICLR (0.45 mln)
  • Increased: SLM (7.82 mln shares from 7.23 mln shares), IWM (0.25 mln from 0.08 mln)
  • Maintained: VAC (4.13 mln shares)
  • Exited: CLVT (from 36.41 mln shares), ETSY (3.04 mln)
  • Decreased: WMS (0.86 mln shares from 1.46 mln shares), WEX (1.71 mln from 2.2 mln), ABG (1.07 mln from 1.25 mln)