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Quarter digest
Q1 2025 — superinvestor 13F recap
1042 tracked 13F moves filed by 28 managers across 530 tickers. Filed with the SEC on 2025-05-15.
99 new positions · 476 adds · 374 trims · 93 exits. Net action: +108.
1042
Total moves
575
Buys (new + add)
467
Sells (trim + exit)
99
Fresh money
Fresh money · top new positions
What they bought for the first time
CB
NEW
Chubb
Warren Buffett · 2.1%
NKE
NEW
Nike
Bill Ackman · 3.1%
TSM
NEW
Taiwan Semi
Stanley Druckenmiller · 4.1%
VST
NEW
Vistra Corp
Seth Klarman · 5.9%
VST
NEW
Vistra Corp
Howard Marks · 7.8%
BABA
NEW
Alibaba
Michael Burry · 11.2%
META
NEW
Meta Platforms
Chris Hohn · 3.2%
META
NEW
Meta Platforms
Andreas Halvorsen · 0.6%
META
NEW
Meta Platforms
Lee Ainslie · 1.6%
Full exits · capitulation feed
What they fully walked away from
HPQ
EXIT
HPQ
Warren Buffett
CMCSA
EXIT
COMCAST CORP NEW
Andreas Halvorsen
GOOGL
EXIT
ALPHABET INC
Andreas Halvorsen
ADBE
EXIT
ADOBE INC
Andreas Halvorsen
SBUX
EXIT
STARBUCKS CORP
Andreas Halvorsen
CRM
EXIT
SALESFORCE INC
Andreas Halvorsen
AON
EXIT
AON PLC
Andreas Halvorsen
TRV
EXIT
TRAVELERS COMPANIES INC
Andreas Halvorsen
ZS
EXIT
ZSCALER INC
Andreas Halvorsen
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Most-traded · buyers vs sellers in Q1 2025
The 15 tickers that moved most
| Ticker | Buyers | Sellers |
|---|---|---|
| MSFT MICROSOFT CORP | 5 | 6 |
| BN Brookfield Corp | 5 | 3 |
| NVDA NVIDIA | 6 | 2 |
| VST Vistra Corp | 3 | 5 |
| META Meta Platforms | 4 | 4 |
| GOOG ALPHABET INC | 3 | 5 |
| TSM Taiwan Semi | 6 | 1 |
| UNH UNITEDHEALTH GROUP INC | 2 | 5 |
| COF CAPITAL ONE FINL CORP | 5 | 2 |
| UBER UBER TECHNOLOGIES INC | 5 | 2 |
| IVV | 3 | 4 |
| V VISA INC | 2 | 4 |
| SPOT SPOTIFY TECHNOLOGY S A | 0 | 6 |
| APP APPLOVIN CORP | 4 | 2 |
| GOOGL ALPHABET INC | 2 | 4 |
Active managers · who moved most
Top 10 busiest managers in Q1 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 499 |
| 2 | Tom Slater Baillie Gifford (Long Term Global Growth) | 74 |
| 3 | Andreas Halvorsen Viking Global Investors | 63 |
| 4 | Polen Capital Polen Capital Management | 61 |
| 5 | Howard Marks Oaktree Capital | 47 |
| 6 | Bill Nygren Oakmark Funds | 39 |
| 7 | Stanley Druckenmiller Duquesne Family Office | 38 |
| 8 | David Tepper Appaloosa Management | 29 |
| 9 | Lee Ainslie Maverick Capital | 23 |
| 10 | Stephen Mandel Lone Pine Capital | 20 |
Sector net flow · Q1 2025
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 465 | 354 | +111 |
| Financials | 38 | 32 | +6 |
| Industrials | 7 | 2 | +5 |
| Energy | 5 | 1 | +4 |
| Real Estate | 3 | 0 | +3 |
| Materials | 1 | 0 | +1 |
| Utilities | 4 | 6 | -2 |
| Consumer Staples | 0 | 2 | -2 |
| Consumer Discretionary | 8 | 11 | -3 |
| Healthcare | 3 | 6 | -3 |
| Technology | 37 | 41 | -4 |
| Communication | 4 | 12 | -8 |
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Based on publicly filed 13Fs for Q1 2025, filed with the SEC on 2025-05-15. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.