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Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 15 of 19 positions. Create a free account to see every buy and sell.
Visa Inc
Portfolio
14.10%
Shares
2.32M → 2.32M
Since Q-end
+23.3%
Amazon Com Inc
Portfolio
12.44%
Shares
2.88M → 2.94M
Since Q-end
+13.7%
Rocket COS Inc
Portfolio
11.65%
Shares
28.21M → 41.67M
Since Q-end
-8.3%
Blackrock Inc
Portfolio
9.93%
Shares
546.1K → 581.7K
Since Q-end
+27.1%
Meta Platforms Inc
Portfolio
9.15%
Shares
915.7K → 915.7K
Since Q-end
+13.9%
Salesforce Inc
Portfolio
8.33%
Shares
2.99M → 2.99M
Since Q-end
+36.3%
Toast Inc
Portfolio
6.98%
Shares
12.90M → 14.13M
Since Q-end
+24.1%
KKR & Co Inc
Portfolio
5.80%
Shares
3.28M → 3.56M
Since Q-end
+9.9%
Spotify Technology S A
Portfolio
4.29%
Shares
358.5K → 526.8K
Since Q-end
+32.0%
Liberty Live Holdings Inc
Portfolio
4.07%
Shares
3.56M → 2.17M
Since Q-end
+1.7%
Simpson MFG Inc
Portfolio
3.09%
Shares
1.40M → 830.6K
Since Q-end
-3.8%
Roblox Corp
Portfolio
3.04%
Shares
5.85M → 3.15M
Since Q-end
-5.9%
Cbre Group Inc
Portfolio
2.37%
Shares
234.6K → 992.4K
Since Q-end
+0.1%
Liberty Live Holdings Inc
Portfolio
1.41%
Shares
1.78M → 785.1K
Since Q-end
+2.4%
Mongodb Inc
Portfolio
0.99%
Shares
1.04M → 165.7K
Since Q-end
-1.2%
4 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001418814). 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.