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Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 16 of 39 positions. Create a free account to see every buy and sell.
Amazon Com Inc
Portfolio
15.43%
Shares
4.32M → 5.00M
Since Q-end
+13.7%
Micron Technology Inc
Portfolio
14.57%
Shares
1.67M → 975.0K
Since Q-end
-37.2%
Taiwan Semiconductor Manufac
Portfolio
10.20%
Shares
1.33M → 1.65M
Since Q-end
-17.0%
Alphabet Inc
Portfolio
8.46%
Shares
1.73M → 1.85M
Since Q-end
-19.4%
Uber Technologies Inc
Portfolio
7.19%
Shares
6.33M → 7.69M
Since Q-end
-2.9%
Ishares Inc
Portfolio
6.34%
Shares
2.40M → 2.42M
Since Q-end
-31.1%
Meta Platforms Inc
Portfolio
4.92%
Shares
436.5K → 675.0K
Since Q-end
+13.9%
Vistra Corp
Portfolio
4.55%
Shares
2.02M → 2.22M
Since Q-end
-17.3%
Nvidia Corporation
Portfolio
3.95%
Shares
1.47M → 1.52M
Since Q-end
-15.6%
NRG Energy Inc
Portfolio
3.33%
Shares
1.73M → 1.76M
Since Q-end
-33.5%
Sandisk Corp
Portfolio
3.01%
Shares
281.3K → 0
Since Q-end
+35.4%
Corning Inc
Portfolio
2.59%
Shares
1.13M → 0
Since Q-end
-17.5%
Alibaba Group Hldg Ltd
Portfolio
2.48%
Shares
3.46M → 2.00M
Since Q-end
+7.0%
Boeing Co
Portfolio
2.24%
Shares
0 → 800.0K
Since Q-end
-19.9%
American Airlines Group Inc
Portfolio
1.75%
Shares
0 → 7.50M
Since Q-end
-21.9%
PDD Holdings Inc
Portfolio
1.55%
Shares
900.0K → 0
Since Q-end
-22.3%
23 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001656456). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.