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Quarter digest
Q2 2025 — superinvestor 13F recap
1063 tracked 13F moves filed by 30 managers across 550 tickers. Filed with the SEC on 2025-08-14.
144 new positions · 480 adds · 358 trims · 81 exits. Net action: +185.
1063
Total moves
624
Buys (new + add)
439
Sells (trim + exit)
144
Fresh money
Fresh money · top new positions
What they bought for the first time
META
NEW
Meta Platforms
Jeffrey Ubben · 6.2%
BLOCK
NEW
BLOCK INC
Andreas Halvorsen · 1.1%
LLY
NEW
ELI LILLY & CO
Andreas Halvorsen · 0.9%
AMD
NEW
ADVANCED MICRO DEVICES INC
Andreas Halvorsen · 0.8%
CSGP
NEW
COSTAR GROUP INC
Andreas Halvorsen · 0.7%
SAIA
NEW
SAIA INC
Andreas Halvorsen · 0.7%
BLK
NEW
BLACKROCK INC
Andreas Halvorsen · 0.6%
CRM
NEW
CME GROUP INC
Andreas Halvorsen · 0.5%
UBS
NEW
UBS GROUP AG
Andreas Halvorsen · 0.3%
Full exits · capitulation feed
What they fully walked away from
UNH
EXIT
UNITEDHEALTH GROUP INC
Andreas Halvorsen
INTU
EXIT
INTUIT
Andreas Halvorsen
NFLX
EXIT
NETFLIX INC
Andreas Halvorsen
CB
EXIT
CHUBB LIMITED
Andreas Halvorsen
ICE
EXIT
INTERCONTINENTAL EXCHANGE IN
Andreas Halvorsen
ALL
EXIT
ALLSTATE CORP
Andreas Halvorsen
DASH
EXIT
DOORDASH INC
Andreas Halvorsen
PGR
EXIT
PROGRESSIVE CORP
Andreas Halvorsen
MTB
EXIT
M & T BK CORP
Andreas Halvorsen
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Most-traded · buyers vs sellers in Q2 2025
The 15 tickers that moved most
Active managers · who moved most
Top 10 busiest managers in Q2 2025
| # | Manager | Moves |
|---|---|---|
| 1 | Joel Greenblatt Gotham Asset Management | 497 |
| 2 | Polen Capital Polen Capital Management | 87 |
| 3 | Andreas Halvorsen Viking Global Investors | 55 |
| 4 | Bill Nygren Oakmark Funds | 54 |
| 5 | Howard Marks Oaktree Capital | 50 |
| 6 | Stanley Druckenmiller Duquesne Family Office | 46 |
| 7 | Tom Slater Baillie Gifford (Long Term Global Growth) | 41 |
| 8 | Lee Ainslie Maverick Capital | 27 |
| 9 | David Tepper Appaloosa Management | 26 |
| 10 | Glenn Greenberg Brave Warrior Advisors | 18 |
Sector net flow · Q2 2025
Where the capital went
| Sector | Buys | Sells | Net |
|---|---|---|---|
| Other | 494 | 335 | +159 |
| Financials | 37 | 27 | +10 |
| Consumer Discretionary | 11 | 5 | +6 |
| Industrials | 9 | 3 | +6 |
| Utilities | 6 | 3 | +3 |
| Energy | 4 | 2 | +2 |
| Real Estate | 4 | 2 | +2 |
| Healthcare | 7 | 5 | +2 |
| Consumer Staples | 1 | 1 | +0 |
| Materials | 1 | 1 | +0 |
| Technology | 46 | 47 | -1 |
| Communication | 4 | 8 | -4 |
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Based on publicly filed 13Fs for Q2 2025, filed with the SEC on 2025-08-14. 13Fs report long-only U.S. equity positions. Not investment advice. Methodology.