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Biggest buys · the all-in trades

Where did smart money go all-in?

Across 8 quarters of 13F filings, 452 buy actions from HoldLens’s tracked superinvestors landed above 4% of portfolio after the trade. 85 were brand-new positions. 136 pushed past 10% — conviction bets, not nibbles.

Dataroma shows the current holdings list. HoldLens shows the conviction decision — the quarter a manager committed, and how big the bet was at that moment. Both matter, but the decision quarter is where the thesis lives.

452
Conviction-sized buys
85
Brand-new positions
136
Crossed 10% of book
Top 10 · the loudest conviction

All-in trades, ranked

#1
Michael Burry· Scion Asset Managementq7
Q3 2025·NEW
PLTR logoPLTR
PALANTIR TECHNOLOGIES INC
66.0%
of book
ConvictionScore: +16
#2
Carl Icahn· Icahn Enterprisesq8
Q2 2024·ADD +10%
IEP logoIEP
Icahn Enterprises LP
61.8%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#3
Carl Icahn· Icahn Enterprisesq8
Q3 2024·ADD +7%
IEP logoIEP
Icahn Enterprises LP
59.3%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#4
Mohnish Pabrai· Pabrai Investment Fundsq6
Q2 2024·ADD +11%
AMR logoAMR
ALPHA METALLURGICAL RESOUR I
54.1%
of book
ConvictionScore: +13
#5
Carl Icahn· Icahn Enterprisesq8
Q2 2025·ADD +10%
IEP logoIEP
Icahn Enterprises LP
50.5%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#6
Carl Icahn· Icahn Enterprisesq8
Q4 2025·ADD +6%
IEP logoIEP
Icahn Enterprises LP
49.1%
of book
Sector: FinancialsConvictionScore: 0Currently owned by 1 managers
#7
Michael Burry· Scion Asset Managementq7
Q1 2025·NEW
NVDA logoNVDA
NVIDIA CORPORATION
49.0%
of book
Sector: TechnologyConvictionScore: +16Currently owned by 8 managers
#8
Mohnish Pabrai· Pabrai Investment Fundsq6
Q3 2024·ADD +7%
AMR logoAMR
ALPHA METALLURGICAL RESOUR I
45.9%
of book
ConvictionScore: +13
#9
Mohnish Pabrai· Pabrai Investment Fundsq6
Q1 2025·ADD +6%
HCC logoHCC
WARRIOR MET COAL INC
36.6%
of book
ConvictionScore: +13
#10
Mohnish Pabrai· Pabrai Investment Fundsq6
Q4 2024·ADD +144%
HCC logoHCC
WARRIOR MET COAL INC
36.5%
of book
ConvictionScore: +13
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Full list · every 4%+ buy

Every conviction buy, sorted by book impact

#ManagerTickerQuarterActionBook %
1Michael Burry
q7 · Scion Asset Management
PLTR
PALANTIR TECHNOLOGIES INC
Q3 2025NEW66.0%
2Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q2 2024ADD +10%61.8%
3Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q3 2024ADD +7%59.3%
4Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q2 2024ADD +11%54.1%
5Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q2 2025ADD +10%50.5%
6Carl Icahn
q8 · Icahn Enterprises
IEP
Icahn Enterprises LP
Q4 2025ADD +6%49.1%
7Michael Burry
q7 · Scion Asset Management
NVDA
NVIDIA CORPORATION
Q1 2025NEW49.0%
8Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q3 2024ADD +7%45.9%
9Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q1 2025ADD +6%36.6%
10Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q4 2024ADD +144%36.5%
11Mohnish Pabrai
q6 · Pabrai Investment Funds
CEIX
CONSOL ENERGY INC NEW
Q3 2024ADD +348%32.7%
12David Tepper
q9 · Appaloosa Management
SPGI
SPDR SER TR
Q1 2025NEW30.0%
13David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q4 2025ADD +4%29.4%
14Mohnish Pabrai
q6 · Pabrai Investment Funds
VAL
VALARIS LTD
Q2 2025ADD +32%29.2%
15David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q3 2025ADD +5%28.7%
16Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q4 2025ADD +12%28.6%
17Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q4 2025ADD +30%28.4%
18Mohnish Pabrai
q6 · Pabrai Investment Funds
RIG
TRANSOCEAN LTD
Q4 2025ADD +11%27.8%
19Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q3 2025ADD +10%27.4%
20David Einhorn
q7 · Greenlight Capital
GRBK
Green Brick Partners
Q2 2025ADD +3%27.4%
21Mohnish Pabrai
q6 · Pabrai Investment Funds
MU
Micron Technology
Q4 2025ADD +10%27.1%
22Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q3 2025ADD +16%25.9%
23Mohnish Pabrai
q6 · Pabrai Investment Funds
ARCH
ARCH RESOURCES INC
Q2 2024ADD +180%25.7%
24Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q2 2025ADD +8%25.1%
25Mohnish Pabrai
q6 · Pabrai Investment Funds
MU
Micron Technology
Q3 2025ADD +15%24.6%
26Mohnish Pabrai
q6 · Pabrai Investment Funds
VAL
VALARIS LTD
Q1 2025NEW23.9%
27Li Lu
q8 · Himalaya Capital
BAC
Bank of America
Q1 2025ADD +6%23.2%
28Bill Ackman
q8 · Pershing Square Capital
CMG
Chipotle Mexican Grill
Q1 2024ADD +6%23.0%
29Mohnish Pabrai
q6 · Pabrai Investment Funds
RIG
TRANSOCEAN LTD
Q3 2025NEW22.6%
30Dev Kantesaria
q9 · Valley Forge Capital
MCO
Moody's Corp
Q4 2025ADD +4%22.4%
31Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q3 2025ADD +40%21.3%
32Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q3 2025ADD +47%20.3%
33Michael Burry
q7 · Scion Asset Management
UNH
UNITEDHEALTH GROUP INC
Q2 2025NEW20.0%
34Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q4 2025ADD +18%19.7%
35Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q4 2025ADD +10%19.6%
36Michael Burry
q7 · Scion Asset Management
REGN
REGENERON PHARMACEUTICALS
Q2 2025NEW19.5%
37Mohnish Pabrai
q6 · Pabrai Investment Funds
AMR
ALPHA METALLURGICAL RESOUR I
Q2 2025ADD +11%19.1%
38Dev Kantesaria
q9 · Valley Forge Capital
FICO
Fair Isaac
Q3 2025ADD +6%18.7%
39Bill Ackman
q8 · Pershing Square Capital
UBER
UBER TECHNOLOGIES INC
Q1 2025NEW18.5%
40Michael Burry
q7 · Scion Asset Management
LULU
LULULEMON ATHLETICA INC
Q2 2025NEW18.5%
41Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q4 2025ADD +12%18.2%
42Mohnish Pabrai
q6 · Pabrai Investment Funds
HCC
WARRIOR MET COAL INC
Q3 2024ADD +48%18.1%
43Seth Klarman
q9 · Baupost Group
WBD
Warner Bros. Discovery
Q1 2024ADD +8%18.0%
44Li Lu
q8 · Himalaya Capital
PDD
PDD HOLDINGS INC
Q2 2025NEW17.9%
45Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q4 2025ADD +4%17.8%
46Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q3 2025ADD +8%17.8%
47Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q3 2025ADD +25%17.6%
48Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q4 2024ADD +10%17.5%
49Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q4 2024ADD +5%17.5%
50Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q2 2025ADD +8%17.4%
51Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q3 2025ADD +5%17.4%
52Mohnish Pabrai
q6 · Pabrai Investment Funds
NOBLE
NOBLE CORP PLC
Q1 2025NEW17.4%
53Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q3 2024ADD +4%17.0%
54Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q1 2025ADD +24%17.0%
55Dev Kantesaria
q9 · Valley Forge Capital
MCO
MOODYS CORP
Q3 2024ADD +6%16.9%
56Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q2 2025ADD +6%16.9%
57Michael Burry
q7 · Scion Asset Management
BAIDU
BAIDU INC
Q3 2024ADD +178%16.9%
58Chuck Akre
q9 · Akre Capital Management
MA
Mastercard
Q1 2024ADD +3%16.5%
59Glenn Greenberg
q7 · Brave Warrior Advisors
SCHW
Charles Schwab
Q1 2025ADD +4%16.3%
60Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q3 2024ADD +12%16.0%
61Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q4 2024ADD +17%15.8%
62Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q1 2025ADD +5%15.6%
63Prem Watsa
q7 · Fairfax Financial
OXY
Occidental Petroleum
Q4 2025ADD +15%15.5%
64Chris Hohn
q9 · TCI Fund Management
MCO
MOODYS CORP
Q2 2024ADD +9%15.4%
65Dev Kantesaria
q9 · Valley Forge Capital
MSCI
MSCI Inc
Q4 2025ADD +8%15.3%
66Stanley Druckenmiller
q9 · Duquesne Family Office
NTRA
Natera Inc
Q3 2024ADD +81%15.3%
67Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q4 2025ADD +8%15.2%
68Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q2 2025ADD +35%15.2%
69Chris Hohn
q9 · TCI Fund Management
V
VISA INC
Q2 2025ADD +15%15.1%
70Seth Klarman
q9 · Baupost Group
WTW
WILLIS TOWERS WATSON PLC LTD
Q3 2024ADD +8%14.9%
71Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q3 2025ADD +12%14.8%
72Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q4 2024ADD +8%14.6%
73Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q2 2024ADD +10%14.5%
74Bill Ackman
q8 · Pershing Square Capital
AMZN
AMAZON COM INC
Q4 2025ADD +65%14.3%
75Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q2 2025ADD +20%14.1%
76Chuck Akre
q9 · Akre Capital Management
V
Visa
Q2 2024ADD +4%14.0%
77Michael Burry
q7 · Scion Asset Management
FOUR
SHIFT4 PMTS INC
Q2 2024NEW14.0%
78Michael Burry
q7 · Scion Asset Management
MOH
MOLINA HEALTHCARE INC
Q2 2024NEW13.9%
79Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q2 2025ADD +8%13.8%
80Glenn Greenberg
q7 · Brave Warrior Advisors
ELV
ELEVANCE HEALTH INC FORMERLY
Q3 2025ADD +65%13.8%
81Chris Hohn
q9 · TCI Fund Management
GE
GE Aerospace
Q1 2024ADD +6%13.5%
82Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q3 2024ADD +12%13.5%
83Chuck Akre
q9 · Akre Capital Management
BN
BROOKFIELD CORP
Q4 2025ADD +40%13.5%
84Prem Watsa
q7 · Fairfax Financial
OXY
Occidental Petroleum
Q3 2025ADD +20%13.5%
85Michael Burry
q7 · Scion Asset Management
NVDA
NVIDIA CORPORATION
Q3 2025NEW13.5%
86Chris Hohn
q9 · TCI Fund Management
MSFT
MICROSOFT CORP
Q3 2024ADD +14%13.4%
87Chase Coleman
q8 · Tiger Global Management
META
Meta Platforms
Q4 2025ADD +18%13.4%
88Lee Ainslie
q8 · Maverick Capital
PDD
PG&E CORP
Q4 2024ADD +18%13.4%
89Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q2 2025ADD +6%13.2%
90Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q4 2024ADD +8%13.0%
91Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q4 2024ADD +6%13.0%
92Dev Kantesaria
q9 · Valley Forge Capital
V
Visa
Q3 2025ADD +5%12.8%
93Howard Marks
q9 · Oaktree Capital
VST
Vistra Corp
Q4 2025ADD +18%12.8%
94Li Lu
q8 · Himalaya Capital
META
Meta Platforms
Q4 2025ADD +15%12.8%
95Michael Burry
q7 · Scion Asset Management
META
META PLATFORMS INC
Q2 2025NEW12.8%
96Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q2 2024ADD +22%12.5%
97Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q3 2024ADD +6%12.5%
98Howard Marks
q9 · Oaktree Capital
EXE
EXPAND ENERGY CORP
Q4 2024NEW12.4%
99Prem Watsa
q7 · Fairfax Financial
UAA
UNDER ARMOUR INC
Q4 2025ADD +715%12.4%
100Michael Burry
q7 · Scion Asset Management
BAIDU
BAIDU INC
Q2 2024ADD +88%12.4%
101Bill Ackman
q8 · Pershing Square Capital
HHH
Howard Hughes Holdings
Q3 2024ADD +8%12.3%
102Glenn Greenberg
q7 · Brave Warrior Advisors
SNX
TD SYNNEX CORPORATION
Q4 2024ADD +12%12.1%
103David Tepper
q9 · Appaloosa Management
UNH
UNITEDHEALTH GROUP INC
Q2 2025ADD +1300%11.9%
104Seth Klarman
q9 · Baupost Group
WTW
WILLIS TOWERS WATSON PLC LTD
Q2 2024ADD +6%11.9%
105Michael Burry
q7 · Scion Asset Management
PDD
PDD HOLDINGS INC
Q1 2025ADD +167%11.9%
106Li Lu
q8 · Himalaya Capital
META
Meta Platforms
Q3 2025ADD +18%11.8%
107Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q2 2024ADD +5%11.5%
108Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q4 2024ADD +30%11.5%
109Seth Klarman
q9 · Baupost Group
VST
Vistra Corp
Q4 2025ADD +25%11.4%
110Bill Ackman
q8 · Pershing Square Capital
META
META PLATFORMS INC
Q4 2025NEW11.4%
111Seth Klarman
q9 · Baupost Group
GOOG
ALPHABET INC
Q2 2025ADD +27%11.3%
112François Rochon
q9 · Giverny Capital
MA
Mastercard
Q4 2025ADD +6%11.2%
113Terry Smith
q9 · Fundsmith
MSFT
Microsoft
Q4 2025ADD +5%11.2%
114Howard Marks
q9 · Oaktree Capital
VST
Vistra Corp
Q3 2025ADD +25%11.2%
115Jeffrey Ubben
q8 · ValueAct Capital
DIS
The Walt Disney Company
Q2 2025ADD +10%11.2%
116Chase Coleman
q8 · Tiger Global Management
META
Meta Platforms
Q3 2025ADD +45%11.2%
117Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q1 2025NEW11.2%
118Michael Burry
q7 · Scion Asset Management
PFE
PFIZER INC
Q3 2025NEW11.1%
119Stanley Druckenmiller
q9 · Duquesne Family Office
NVDA
NVIDIA
Q1 2024ADD +30%11.0%
120Terry Smith
q9 · Fundsmith
MSFT
Microsoft
Q3 2025ADD +8%11.0%
121Terry Smith
q9 · Fundsmith
MSFT
Microsoft
Q4 2024ADD +7%11.0%
122Howard Marks
q9 · Oaktree Capital
SPG
STATE STREET CORP
Q2 2025ADD +200%10.8%
123Michael Burry
q7 · Scion Asset Management
JD
JD.com
Q4 2024ADD +25%10.8%
124François Rochon
q9 · Giverny Capital
MA
Mastercard
Q3 2025ADD +4%10.6%
125David Tepper
q9 · Appaloosa Management
PDD
PDD HOLDINGS INC
Q3 2024ADD +173%10.6%
126Terry Smith
q9 · Fundsmith
MSFT
Microsoft
Q3 2024ADD +6%10.5%
127Michael Burry
q7 · Scion Asset Management
HPP
HUDSON PAC PPTYS INC
Q2 2024NEW10.5%
128Seth Klarman
q9 · Baupost Group
QSR
RESTAURANT BRANDS INTL INC
Q4 2025NEW10.4%
129Bill Ackman
q8 · Pershing Square Capital
BN
Brookfield Corp
Q4 2025ADD +10%10.4%
130Glenn Greenberg
q7 · Brave Warrior Advisors
OMF
ONEMAIN HLDGS INC
Q2 2025ADD +7%10.3%
131David Tepper
q9 · Appaloosa Management
NVDA
NVIDIA
Q4 2025ADD +25%10.2%
132Li Lu
q8 · Himalaya Capital
META
Meta Platforms
Q2 2025ADD +10%10.2%
133Glenn Greenberg
q7 · Brave Warrior Advisors
V
Visa
Q4 2025ADD +8%10.2%
134Michael Burry
q7 · Scion Asset Management
FOUR
SHIFT4 PMTS INC
Q3 2024ADD +50%10.2%
135Howard Marks
q9 · Oaktree Capital
TRMD
Torm plc
Q1 2024NEW10.0%
136Terry Smith
q9 · Fundsmith
MSFT
Microsoft
Q1 2024ADD +5%10.0%
137Seth Klarman
q9 · Baupost Group
WCC
WESCO INTL INC
Q2 2025ADD +10%9.9%
138Stephen Mandel
q9 · Lone Pine Capital
BN
BROADCOM INC
Q4 2025ADD +50%9.8%
139François Rochon
q9 · Giverny Capital
V
Visa
Q4 2025ADD +5%9.8%
140David Tepper
q9 · Appaloosa Management
META
Meta Platforms
Q3 2025ADD +22%9.8%
141Chase Coleman
q8 · Tiger Global Management
MSFT
Microsoft
Q3 2025ADD +30%9.8%
142Stanley Druckenmiller
q9 · Duquesne Family Office
CPNG
Coupang Inc
Q3 2024ADD +7%9.7%
143Michael Burry
q7 · Scion Asset Management
EL
LAUDER ESTEE COS INC
Q4 2024NEW9.7%
144Terry Smith
q9 · Fundsmith
MA
Mastercard
Q4 2024ADD +5%9.6%
145Seth Klarman
q9 · Baupost Group
VST
Vistra Corp
Q3 2025ADD +30%9.6%
146Stanley Druckenmiller
q9 · Duquesne Family Office
MSFT
Microsoft
Q4 2024ADD +14%9.5%
147Bill Ackman
q8 · Pershing Square Capital
BN
Brookfield Corp
Q3 2025ADD +15%9.5%
148Tom Slater
q8 · Baillie Gifford (Long Term Global Growth)
NVDA
NVIDIA
Q4 2025ADD +20%9.4%
149Chase Coleman
q8 · Tiger Global Management
META
Meta Platforms
Q4 2024ADD +50%9.4%
150Glenn Greenberg
q7 · Brave Warrior Advisors
V
Visa
Q3 2025ADD +12%9.4%
151Michael Burry
q7 · Scion Asset Management
PDD
PDD HOLDINGS INC
Q4 2024NEW9.4%
152Seth Klarman
q9 · Baupost Group
AMZN
AMAZON COM INC
Q4 2025NEW9.3%
153Seth Klarman
q9 · Baupost Group
GOOG
ALPHABET INC
Q1 2025ADD +46%9.3%
154Bill Ackman
q8 · Pershing Square Capital
AMZN
AMAZON COM INC
Q2 2025NEW9.3%
155David Tepper
q9 · Appaloosa Management
AMZN
AMAZON COM INC
Q2 2025ADD +8%9.2%
156Glenn Greenberg
q7 · Brave Warrior Advisors
SNX
TD SYNNEX CORPORATION
Q3 2024ADD +11%9.2%
157David Rolfe
q9 · Wedgewood Partners
TSM
Taiwan Semi
Q4 2025ADD +18%9.1%
158Michael Burry
q7 · Scion Asset Management
EL
LAUDER ESTEE COS INC
Q2 2025ADD +225%9.1%
159Terry Smith
q9 · Fundsmith
NOVO
Novo Nordisk
Q2 2024ADD +6%9.0%
160David Tepper
q9 · Appaloosa Management
META
Meta Platforms
Q4 2024ADD +25%9.0%
161Howard Marks
q9 · Oaktree Capital
VST
Vistra Corp
Q2 2025ADD +18%9.0%
162Stanley Druckenmiller
q9 · Duquesne Family Office
COHR
Coherent Corp
Q2 2024ADD +42%8.9%
163John Armitage
q9 · Egerton Capital
MSFT
Microsoft
Q4 2025ADD +12%8.9%
164Seth Klarman
q9 · Baupost Group
WCC
WESCO INTL INC
Q1 2025ADD +40%8.9%
165Stephen Mandel
q9 · Lone Pine Capital
VST
VISTRA CORP
Q2 2025ADD +40%8.9%
166Glenn Greenberg
q7 · Brave Warrior Advisors
COF
CAPITAL ONE FINL CORP
Q2 2025ADD +190%8.9%
167Stephen Mandel
q9 · Lone Pine Capital
BN
BROADCOM INC
Q3 2025ADD +109%8.8%
168Chase Coleman
q8 · Tiger Global Management
MSFT
MICROSOFT CORP
Q1 2025ADD +17%8.8%
169Seth Klarman
q9 · Baupost Group
CRH
CRH PLC
Q2 2024ADD +56%8.7%
170Bill Ackman
q8 · Pershing Square Capital
BN
Brookfield Corp
Q2 2025ADD +12%8.7%
171David Tepper
q9 · Appaloosa Management
NVDA
NVIDIA
Q4 2024ADD +30%8.6%
172Chase Coleman
q8 · Tiger Global Management
MSFT
Microsoft
Q4 2024ADD +35%8.6%
173David Einhorn
q7 · Greenlight Capital
CEIX
CONSOL ENERGY INC NEW
2023-Q1ADD +50%8.6%
174Seth Klarman
q9 · Baupost Group
CRH
CRH PLC
Q2 2025ADD +42%8.5%
175Seth Klarman
q9 · Baupost Group
WTW
WILLIS TOWERS WATSON PLC LTD
Q4 2025NEW8.5%
176Michael Burry
q7 · Scion Asset Management
BABA
Alibaba
Q3 2024NEW8.5%
177Glenn Greenberg
q7 · Brave Warrior Advisors
SNX
TD SYNNEX CORPORATION
Q2 2024ADD +9%8.5%
178Dev Kantesaria
q9 · Valley Forge Capital
HEI
HEICO Corp
Q4 2025ADD +12%8.4%
179David Tepper
q9 · Appaloosa Management
NVDA
NVIDIA
Q3 2025ADD +35%8.4%
180Seth Klarman
q9 · Baupost Group
ELV
ELEVANCE HEALTH INC FORMERLY
Q4 2025NEW8.4%
181François Rochon
q9 · Giverny Capital
GOOGL
Alphabet
Q3 2025ADD +10%8.4%
182Bill Ackman
q8 · Pershing Square Capital
BN
Brookfield Corp
Q4 2024ADD +12%8.4%
183Stanley Druckenmiller
q9 · Duquesne Family Office
COHR
Coherent
Q4 2025ADD +22%8.3%
184Stanley Druckenmiller
q9 · Duquesne Family Office
MSFT
Microsoft
Q3 2024ADD +18%8.3%
185Chuck Akre
q9 · Akre Capital Management
ORLY
OREILLY AUTOMOTIVE INC
Q2 2025ADD +989%8.3%
186William von Mueffling
q8 · Cantillon Capital Management
MSFT
Microsoft
Q3 2025ADD +8%8.3%
187Michael Burry
q7 · Scion Asset Management
JD
JD.COM INC
Q1 2025ADD +33%8.3%
188Terry Smith
q9 · Fundsmith
SYK
STRYKER CORPORATION
Q4 2024NEW8.2%
189William von Mueffling
q8 · Cantillon Capital Management
BN
BROADCOM INC
Q3 2024ADD +850%8.2%
190David Einhorn
q7 · Greenlight Capital
CEIX
CONSOL ENERGY INC NEW
2022-Q4ADD +6%8.2%
191Howard Marks
q9 · Oaktree Capital
PR
Permian Resources
Q4 2025ADD +15%8.1%
192David Tepper
q9 · Appaloosa Management
GOOG
ALPHABET INC
Q4 2025ADD +29%8.1%
193Jeffrey Ubben
q8 · ValueAct Capital
META
Meta Platforms
Q4 2025ADD +10%8.1%
194Glenn Greenberg
q7 · Brave Warrior Advisors
SLM
SLM CORP
Q4 2025ADD +10%8.1%
195Michael Burry
q7 · Scion Asset Management
HCA
HCA HEALTHCARE INC
Q1 2024ADD +25%8.1%
196John Armitage
q9 · Egerton Capital
MSFT
Microsoft
Q3 2025ADD +8%8.0%
197Michael Burry
q7 · Scion Asset Management
MOH
MOLINA HEALTHCARE INC
Q3 2024ADD +22%8.0%
198Chase Coleman
q8 · Tiger Global Management
NVDA
NVIDIA
Q3 2025ADD +15%7.9%
199Tom Slater
q8 · Baillie Gifford (Long Term Global Growth)
NVDA
NVIDIA
Q2 2024ADD +697%7.9%
200Glenn Greenberg
q7 · Brave Warrior Advisors
SLM
SLM CORP
Q2 2025ADD +11%7.9%
How biggest buys are calculated

Post-trade portfolio impact, 4% floor

  • 1. Action filter. Only new and add actions count. Trims and exits live on /exits.
  • 2. Portfolio-impact floor. The position must represent at least 4% of the manager’s book after the trade. 4% is the threshold below which buys look like nibbles. Above 4%, the manager is declaring a thesis.
  • 3. Ranking. Post-trade portfolio-impact desc, tiebroken by manager quality, then live ConvictionScore.

Dataroma ranks by current-snapshot weight. HoldLens lets you see the moment a manager committed — the decision quarter is where the reasoning was freshest and the conviction highest.

Not investment advice. Portfolio-impact values are sourced from parsed 13F filings and manager disclosures. Methodology.