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What the superinvestors bought in Q1 2026, and what it's worth

Most bought

SUNBSunbelt Rentals Holdings Inc74.77Not valued10 investors: Pat Dorsey, Abrams Bison Investments, +8
METAMeta Platforms, Inc.721.31Overpriced8 investors: Polen Capital Management, Daniel Loeb, +6
MSFTMicrosoft Corporation529.76Overpriced7 investors: Bill Ackman, First Eagle Investment Management, +5
AMZNAmazon.com, Inc.259.92Overpriced6 investors: David Tepper, Dennis Hong, +4
VVisa Inc.372.10Overpriced5 investors: Seth Klarman, Stephen Mandel, +3

Biggest new positions

MSTRStrategy Inc153.37Not valuedFirst Eagle Investment Management: 99.6% of portfolio
BHRBraemar Hotels & Resorts Inc.1.47Not valuedFrancis Chou: 92.2% of portfolio
MSFTMicrosoft Corporation529.76OverpricedBill Ackman: 15.3% of portfolio
DCHDauch Corp.5.79Not valuedAlex Roepers: 13.3% of portfolio
MAMastercard Incorporated570.06OverpricedTriple Frond Partners: 12.8% of portfolio

Cheapest stocks being bought

VIPSVipshop Holdings Limited12.77On Sale78% below fair value
FCNCAFirst Citizens BancShares, Inc.2,071.56On Sale75% below fair value
ITUBItaú Unibanco Holding S.A.9.74On Sale73% below fair value
TRIPTripadvisor, Inc.8.63On Sale72% below fair value
RPDRapid7, Inc.12.49On Sale70% below fair value

Most sold

MSFTMicrosoft Corporation529.76Overpriced14 investors sold
TSMTaiwan Semiconductor Manufacturing Company Limited472.20Overpriced10 investors sold
VVisa Inc.372.10Overpriced7 investors sold
GOOGLAlphabet Inc.350.50Overpriced7 investors sold
AMZNAmazon.com, Inc.259.92Overpriced6 investors sold

Questions about Q1 2026

What did superinvestors buy in Q1 2026?

SUNB (10 investors), META (8 investors), MSFT (7 investors), AMZN (6 investors) and V (5 investors) were bought by the most tracked investors in Q1 2026.

Which stocks did the most superinvestors sell?

MSFT (14 investors), TSM (10 investors), V (7 investors), GOOGL (7 investors) and AMZN (6 investors) were sold by the most tracked investors.

Which of their buys are undervalued?

VIPS, FCNCA, ITUB, TRIP and RPD were bought while Undervalued or On Sale by our valuation.

When are 13F filings due?

13F filings are due 45 days after each quarter ends. The next deadline is Nov 14, 2026.

Other quarters

Q2 2026

Holdings come from SEC Form 13F-HR filings, up to 45 days old at time of filing. Not investment advice.