Overlap & Conviction Analysis

Stocks held by multiple tracked insiders, weighted by portfolio concentration. Score = Σ (position / portfolio × 100) across all holders.

90d 180d 1Y 2Y
All Politicians Fund Managers Corporate
192 tickers tracked Top conviction: AMZN (59.5)
# Ticker Holders Conviction Score (?) Avg Weight % Who holds it
1 AMZN 6
59.5
9.9%
Ackman 17.4% Tepper 15.2% Klarman 12.7% Morfit 10.5% Wood 2.2% Druckenmiller 1.5%
Person Category Source Position Value Portfolio Total Weight
Bill Ackman Fund Manager 13f $2,385,104,083 $13,714,299,861 17.39%
David Tepper Fund Manager 13f $899,726,400 $5,933,477,986 15.16%
Seth Klarman Fund Manager 13f $649,543 $5,115,380 12.70%
Mason Morfit Fund Manager 13f $600,775,642 $5,712,466,529 10.52%
Cathie Wood Fund Manager 13f $282,264,888 $12,859,485,476 2.19%
Stanley Druckenmiller Fund Manager 13f $51,193 $3,376,828 1.52%
2 ICAHN 1
48.5
48.5%
Icahn 48.5%
Person Category Source Position Value Portfolio Total Weight
Carl Icahn Fund Manager 13f $4,147,974,070 $8,553,640,766 48.49%
3 JANUS 1
42.4
42.4%
Peltz 42.4%
Person Category Source Position Value Portfolio Total Weight
Nelson Peltz Fund Manager 13f $1,637,048,886 $3,859,778,188 42.41%
4 NEW 5
36.2
7.2%
Singer 17.3% Einhorn 11.2% Peltz 6.6% Druckenmiller 0.6% Buffett 0.5%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $3,482,066,588 $20,114,693,048 17.31%
David Einhorn Fund Manager 13f $230,381,563 $2,047,998,727 11.25%
Nelson Peltz Fund Manager 13f $253,403,634 $3,859,778,188 6.57%
Stanley Druckenmiller Fund Manager 13f $19,549 $3,376,828 0.58%
Warren Buffett Fund Manager 13f $1,268,219,376 $263,095,703,570 0.48%
5 CVR 1
34.2
34.2%
Icahn 34.2%
Person Category Source Position Value Portfolio Total Weight
Carl Icahn Fund Manager 13f $2,923,431,681 $8,553,640,766 34.18%
6 GE 2
29.6
14.8%
Peltz 29.6% Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Nelson Peltz Fund Manager 13f $1,144,098,036 $3,859,778,188 29.64%
Cathie Wood Fund Manager 13f $1,056,476 $12,859,485,476 0.01%
7 GREEN 1
28.9
28.9%
Einhorn 28.9%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $592,369,623 $2,047,998,727 28.92%
8 INTL 4
27.1
6.8%
Ackman 12.2% Klarman 11.7% Einhorn 2.2% Druckenmiller 1.0%
Person Category Source Position Value Portfolio Total Weight
Bill Ackman Fund Manager 13f $1,673,501,194 $13,714,299,861 12.20%
Seth Klarman Fund Manager 13f $597,208 $5,115,380 11.67%
David Einhorn Fund Manager 13f $44,669,667 $2,047,998,727 2.18%
Stanley Druckenmiller Fund Manager 13f $33,583 $3,376,828 0.99%
9 META 4
25.2
6.3%
Ackman 11.1% Morfit 9.2% Tepper 4.2% Wood 0.7%
Person Category Source Position Value Portfolio Total Weight
Bill Ackman Fund Manager 13f $1,522,358,404 $13,714,299,861 11.10%
Mason Morfit Fund Manager 13f $523,884,566 $5,712,466,529 9.17%
David Tepper Fund Manager 13f $249,734,745 $5,933,477,986 4.21%
Cathie Wood Fund Manager 13f $88,105,657 $12,859,485,476 0.69%
10 GOOGL 5
23.6
4.7%
Tepper 8.4% Klarman 6.6% Buffett 6.3% Wood 1.6% Ackman 0.7%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $497,042,322 $5,933,477,986 8.38%
Seth Klarman Fund Manager 13f $338,819 $5,115,380 6.62%
Warren Buffett Fund Manager 13f $16,628,526,688 $263,095,703,570 6.32%
Cathie Wood Fund Manager 13f $206,658,015 $12,859,485,476 1.61%
Bill Ackman Fund Manager 13f $98,731,763 $13,714,299,861 0.72%
11 UBER 2
23.4
11.7%
Ackman 15.7% Tepper 7.7%
Person Category Source Position Value Portfolio Total Weight
Bill Ackman Fund Manager 13f $2,154,934,398 $13,714,299,861 15.71%
David Tepper Fund Manager 13f $455,512,550 $5,933,477,986 7.68%
12 FLAG 1
23.0
23.0%
Singer 23.0%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $4,625,045,543 $20,114,693,048 22.99%
13 AAPL 1
22.0
22.0%
Buffett 22.0%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $57,843,260,493 $263,095,703,570 21.99%
14 AXP 2
19.2
9.6%
Buffett 17.4% Klarman 1.7%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $45,859,204,536 $263,095,703,570 17.43%
Seth Klarman Fund Manager 13f $89,168 $5,115,380 1.74%
15 SPDR 2
17.0
8.5%
Singer 12.6% Einhorn 4.5%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $2,528,095,200 $20,114,693,048 12.57%
David Einhorn Fund Manager 13f $91,531,590 $2,047,998,727 4.47%
16 V 2
16.4
8.2%
Morfit 12.3% Klarman 4.1%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $700,063,400 $5,712,466,529 12.26%
Seth Klarman Fund Manager 13f $211,978 $5,115,380 4.14%
17 MICRO 3
12.3
4.1%
Aschenbrenner 7.2% Wood 4.3% Tepper 0.8%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $989,328,506 $13,676,657,577 7.23%
Cathie Wood Fund Manager 13f $551,875,889 $12,859,485,476 4.29%
David Tepper Fund Manager 13f $45,039,402 $5,933,477,986 0.76%
18 KO 1
11.6
11.6%
Buffett 11.6%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $30,420,000,000 $263,095,703,570 11.56%
19 LLIVE 2
10.9
5.5%
Morfit 10.4% Buffett 0.6%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $593,264,250 $5,712,466,529 10.39%
Warren Buffett Fund Manager 13f $1,453,326,953 $263,095,703,570 0.55%
20 HLDG 3
10.5
3.5%
Tepper 7.3% Einhorn 3.1% Aschenbrenner 0.1%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $434,718,900 $5,933,477,986 7.33%
David Einhorn Fund Manager 13f $62,514,865 $2,047,998,727 3.05%
Leopold Aschenbrenner Fund Manager 13f $13,117,423 $13,676,657,577 0.10%
21 CRM 2
9.8
4.9%
Morfit 9.8% Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $558,984,995 $5,712,466,529 9.79%
Cathie Wood Fund Manager 13f $1,131,594 $12,859,485,476 0.01%
22 BAC 1
9.5
9.5%
Buffett 9.5%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $25,039,178,044 $263,095,703,570 9.52%
23 BLK 1
9.2
9.2%
Morfit 9.2%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $525,189,831 $5,712,466,529 9.19%
24 RBLX 2
8.4
4.2%
Morfit 5.8% Wood 2.6%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $330,798,004 $5,712,466,529 5.79%
Cathie Wood Fund Manager 13f $333,483,744 $12,859,485,476 2.59%
25 TESLA 1
8.2
8.2%
Wood 8.2%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,052,546,690 $12,859,485,476 8.18%
26 FINL 1
7.9
7.9%
Einhorn 7.9%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $161,068,530 $2,047,998,727 7.86%
27 WESCO 1
7.7
7.7%
Klarman 7.7%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $393,159 $5,115,380 7.69%
28 BLOOM 2
7.4
3.7%
Aschenbrenner 6.8% Druckenmiller 0.5%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $934,055,595 $13,676,657,577 6.83%
Stanley Druckenmiller Fund Manager 13f $18,470 $3,376,828 0.55%
29 UNION 1
7.3
7.3%
Klarman 7.3%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $373,876 $5,115,380 7.31%
30 COS 1
7.0
7.0%
Morfit 7.0%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $402,059,817 $5,712,466,529 7.04%
31 HLDGS 2
6.8
3.4%
Einhorn 6.4% Druckenmiller 0.4%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $132,079,115 $2,047,998,727 6.45%
Stanley Druckenmiller Fund Manager 13f $13,424 $3,376,828 0.40%
32 CVX 1
6.6
6.6%
Buffett 6.6%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $17,457,364,606 $263,095,703,570 6.64%
33 PETE 1
6.5
6.5%
Buffett 6.5%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $17,221,193,015 $263,095,703,570 6.55%
34 AIRLS 2
6.4
3.2%
Singer 5.7% Druckenmiller 0.7%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $1,140,099,220 $20,114,693,048 5.67%
Stanley Druckenmiller Fund Manager 13f $24,168 $3,376,828 0.72%
35 TOAST 2
6.4
3.2%
Morfit 6.0% Wood 0.4%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $341,858,061 $5,712,466,529 5.98%
Cathie Wood Fund Manager 13f $48,003,089 $12,859,485,476 0.37%
36 FD 2
5.5
2.8%
Druckenmiller 4.7% Einhorn 0.8%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $157,566 $3,376,828 4.67%
David Einhorn Fund Manager 13f $17,097,615 $2,047,998,727 0.83%
37 KKR 1
5.3
5.3%
Morfit 5.3%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $303,372,250 $5,712,466,529 5.31%
38 ROKU 2
4.9
2.5%
Wood 2.8% Druckenmiller 2.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $361,486,706 $12,859,485,476 2.81%
Stanley Druckenmiller Fund Manager 13f $70,983 $3,376,828 2.10%
39 TENET 1
4.9
4.9%
Einhorn 4.9%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $99,447,853 $2,047,998,727 4.86%
40 AON 1
4.9
4.9%
Klarman 4.9%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $248,218 $5,115,380 4.85%
41 ODP 1
4.8
4.8%
Einhorn 4.8%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $98,418,030 $2,047,998,727 4.81%
42 ASML 2
4.8
2.4%
Aschenbrenner 3.7% Tepper 1.1%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $500,241,908 $13,676,657,577 3.66%
David Tepper Fund Manager 13f $65,381,085 $5,933,477,986 1.10%
43 YPF 1
4.4
4.4%
Druckenmiller 4.4%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $149,566 $3,376,828 4.43%
44 NRG 1
4.3
4.3%
Tepper 4.3%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $253,471,354 $5,933,477,986 4.27%
45 CHUBB 1
4.2
4.2%
Buffett 4.2%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $11,162,836,215 $263,095,703,570 4.24%
46 TR 2
4.2
2.1%
Singer 3.7% Druckenmiller 0.6%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $735,470,000 $20,114,693,048 3.66%
Stanley Druckenmiller Fund Manager 13f $19,592 $3,376,828 0.58%
47 MFG 1
4.2
4.2%
Morfit 4.2%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $239,931,968 $5,712,466,529 4.20%
48 MCO 1
4.1
4.1%
Buffett 4.1%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $10,762,190,653 $263,095,703,570 4.09%
49 AND 2
3.6
1.8%
Icahn 3.6% Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Carl Icahn Fund Manager 13f $310,151,250 $8,553,640,766 3.63%
Cathie Wood Fund Manager 13f $2,476,230 $12,859,485,476 0.02%
50 AI 1
3.6
3.6%
Wood 3.6%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $460,870,512 $12,859,485,476 3.58%
51 EAGLE 1
3.3
3.3%
Klarman 3.3%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $169,134 $5,115,380 3.31%
52 BBB 1
3.3
3.3%
Druckenmiller 3.3%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $109,972 $3,376,828 3.26%
53 TECK 1
3.2
3.2%
Einhorn 3.2%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $65,605,702 $2,047,998,727 3.20%
54 PARTS 1
3.1
3.1%
Klarman 3.1%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $157,604 $5,115,380 3.08%
55 S 1
3.0
3.0%
Morfit 3.0%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $173,840,235 $5,712,466,529 3.04%
56 ALCOA 1
2.9
2.9%
Druckenmiller 2.9%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $99,057 $3,376,828 2.93%
57 IREN 1
2.9
2.9%
Aschenbrenner 2.9%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $401,036,064 $13,676,657,577 2.93%
58 CORE 1
2.8
2.8%
Aschenbrenner 2.8%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $389,086,756 $13,676,657,577 2.84%
59 SEA 2
2.8
1.4%
Druckenmiller 2.7% Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $91,083 $3,376,828 2.70%
Cathie Wood Fund Manager 13f $14,331,564 $12,859,485,476 0.11%
60 KHC 1
2.8
2.8%
Buffett 2.8%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $7,323,527,057 $263,095,703,570 2.78%
61 UNITI 1
2.8
2.8%
Singer 2.8%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $553,534,614 $20,114,693,048 2.75%
62 FIRST 1
2.7
2.7%
Einhorn 2.7%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $56,140,366 $2,047,998,727 2.74%
63 N 1
2.7
2.7%
Druckenmiller 2.7%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $90,275 $3,376,828 2.67%
64 TWIST 2
2.6
1.3%
Wood 2.3% Druckenmiller 0.3%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $301,406,681 $12,859,485,476 2.34%
Stanley Druckenmiller Fund Manager 13f $9,789 $3,376,828 0.29%
65 LINE 2
2.6
1.3%
Klarman 1.3% Singer 1.2%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $67,881 $5,115,380 1.33%
Paul Singer Fund Manager 13f $246,578,200 $20,114,693,048 1.23%
66 GDS 1
2.4
2.4%
Klarman 2.4%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $122,676 $5,115,380 2.40%
67 TEVA 3
2.3
0.8%
Druckenmiller 2.1% Einhorn 0.1% Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $71,604 $3,376,828 2.12%
David Einhorn Fund Manager 13f $2,802,826 $2,047,998,727 0.14%
Cathie Wood Fund Manager 13f $2,056,563 $12,859,485,476 0.02%
68 BAIDU 2
2.3
1.1%
Tepper 1.3% Wood 1.0%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $77,113,782 $5,933,477,986 1.30%
Cathie Wood Fund Manager 13f $124,827,258 $12,859,485,476 0.97%
69 BEAM 1
2.2
2.2%
Wood 2.2%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $289,139,697 $12,859,485,476 2.25%
70 POWER 2
2.0
1.0%
Icahn 1.8% Aschenbrenner 0.2%
Person Category Source Position Value Portfolio Total Weight
Carl Icahn Fund Manager 13f $157,990,724 $8,553,640,766 1.85%
Leopold Aschenbrenner Fund Manager 13f $26,318,424 $13,676,657,577 0.19%
71 10XGE 1
1.9
1.9%
Wood 1.9%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $248,758,647 $12,859,485,476 1.93%
72 DHT 1
1.8
1.8%
Einhorn 1.8%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $37,080,623 $2,047,998,727 1.81%
73 INTEL 2
1.8
0.9%
Aschenbrenner 1.2% Druckenmiller 0.5%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $168,035,743 $13,676,657,577 1.23%
Stanley Druckenmiller Fund Manager 13f $18,155 $3,376,828 0.54%
74 DVA 1
1.8
1.8%
Buffett 1.8%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $4,626,158,909 $263,095,703,570 1.76%
75 DEERE 1
1.7
1.7%
Wood 1.7%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $224,798,576 $12,859,485,476 1.75%
76 STATE 2
1.7
0.9%
Druckenmiller 1.7% Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $58,531 $3,376,828 1.73%
Cathie Wood Fund Manager 13f $17,910 $12,859,485,476 0.00%
77 WIX 1
1.6
1.6%
Morfit 1.6%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $94,069,243 $5,712,466,529 1.65%
78 PDD 1
1.5
1.5%
Tepper 1.5%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $91,962,000 $5,933,477,986 1.55%
79 CARE 1
1.5
1.5%
Druckenmiller 1.5%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $50,301 $3,376,828 1.49%
80 NET 1
1.5
1.5%
Einhorn 1.5%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $30,220,311 $2,047,998,727 1.48%
81 BLOCK 1
1.4
1.4%
Wood 1.4%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $186,193,070 $12,859,485,476 1.45%
82 LAM 1
1.4
1.4%
Tepper 1.4%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $81,724,950 $5,933,477,986 1.38%
83 RLTY 1
1.3
1.3%
Singer 1.3%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $270,315,000 $20,114,693,048 1.34%
84 GRUPO 1
1.3
1.3%
Klarman 1.3%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $68,371 $5,115,380 1.34%
85 ETSY 1
1.2
1.2%
Singer 1.2%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $249,900,000 $20,114,693,048 1.24%
86 ARK 1
1.2
1.2%
Wood 1.2%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $157,894,017 $12,859,485,476 1.23%
87 CRH 1
1.2
1.2%
Druckenmiller 1.2%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $39,689 $3,376,828 1.18%
88 QQQ 1
1.1
1.1%
Singer 1.1%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $230,872,000 $20,114,693,048 1.15%
89 LAB 1
1.1
1.1%
Wood 1.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $144,087,588 $12,859,485,476 1.12%
90 RTX 1
1.1
1.1%
Tepper 1.1%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $65,971,800 $5,933,477,986 1.11%
91 BIO 2
1.1
0.5%
Druckenmiller 1.1% Einhorn 0.0%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $36,393 $3,376,828 1.08%
David Einhorn Fund Manager 13f $58,842 $2,047,998,727 0.00%
92 X 1
1.1
1.1%
Druckenmiller 1.1%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $36,152 $3,376,828 1.07%
93 RIOT 1
1.0
1.0%
Aschenbrenner 1.0%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $142,166,413 $13,676,657,577 1.04%
94 DELTA 1
1.0
1.0%
Buffett 1.0%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $2,646,532,635 $263,095,703,570 1.01%
95 CARIS 1
1.0
1.0%
Druckenmiller 1.0%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $33,873 $3,376,828 1.00%
96 BWX 1
1.0
1.0%
Wood 1.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $127,304,432 $12,859,485,476 0.99%
97 HERC 1
1.0
1.0%
Einhorn 1.0%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $20,190,973 $2,047,998,727 0.99%
98 SLM 1
1.0
1.0%
Burry 1.0%
Person Category Source Position Value Portfolio Total Weight
Michael Burry Fund Manager 13f $13,287,895 $1,381,198,076 0.96%
99 VRSN 1
0.8
0.8%
Buffett 0.8%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $2,232,726,597 $263,095,703,570 0.85%
100 DNOW 1
0.8
0.8%
Klarman 0.8%
Person Category Source Position Value Portfolio Total Weight
Seth Klarman Fund Manager 13f $43,174 $5,115,380 0.84%
101 BALL 1
0.8
0.8%
Tepper 0.8%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $49,475,070 $5,933,477,986 0.83%
102 LSXMA 1
0.8
0.8%
Ackman 0.8%
Person Category Source Position Value Portfolio Total Weight
Bill Ackman Fund Manager 13f $107,910,794 $13,714,299,861 0.79%
103 DIS 1
0.7
0.7%
Morfit 0.7%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $38,574,264 $5,712,466,529 0.68%
104 PLUS 1
0.7
0.7%
Icahn 0.7%
Person Category Source Position Value Portfolio Total Weight
Carl Icahn Fund Manager 13f $55,650,000 $8,553,640,766 0.65%
105 JABIL 2
0.6
0.3%
Druckenmiller 0.6% Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $21,835 $3,376,828 0.65%
Cathie Wood Fund Manager 13f $89,517 $12,859,485,476 0.00%
106 GSCI 1
0.6
0.6%
Druckenmiller 0.6%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $20,737 $3,376,828 0.61%
107 LYFT 1
0.6
0.6%
Tepper 0.6%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $35,910,000 $5,933,477,986 0.61%
108 LINDE 1
0.6
0.6%
Druckenmiller 0.6%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $20,425 $3,376,828 0.60%
109 PL 1
0.6
0.6%
Druckenmiller 0.6%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $19,862 $3,376,828 0.59%
110 OR 1
0.6
0.6%
Singer 0.6%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $118,280,220 $20,114,693,048 0.59%
111 FIGMA 1
0.6
0.6%
Wood 0.6%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $71,725,251 $12,859,485,476 0.56%
112 CBRE 1
0.6
0.6%
Morfit 0.6%
Person Category Source Position Value Portfolio Total Weight
Mason Morfit Fund Manager 13f $31,777,697 $5,712,466,529 0.56%
113 L 1
0.5
0.5%
Tepper 0.5%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $30,419,213 $5,933,477,986 0.51%
114 HERTZ 1
0.5
0.5%
Ackman 0.5%
Person Category Source Position Value Portfolio Total Weight
Bill Ackman Fund Manager 13f $70,261,595 $13,714,299,861 0.51%
115 ONE 1
0.5
0.5%
Buffett 0.5%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $1,304,374,500 $263,095,703,570 0.50%
116 CROWN 1
0.5
0.5%
Singer 0.5%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $99,604,750 $20,114,693,048 0.50%
117 MPLX 1
0.5
0.5%
Tepper 0.5%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $28,675,392 $5,933,477,986 0.48%
118 UNITY 1
0.5
0.5%
Druckenmiller 0.5%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $16,209 $3,376,828 0.48%
119 GOPRO 1
0.5
0.5%
Einhorn 0.5%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $9,796,156 $2,047,998,727 0.48%
120 ARM 1
0.5
0.5%
Druckenmiller 0.5%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $16,142 $3,376,828 0.48%
121 SOFI 1
0.5
0.5%
Wood 0.5%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $60,915,722 $12,859,485,476 0.47%
122 COYA 1
0.5
0.5%
Einhorn 0.5%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $9,440,533 $2,047,998,727 0.46%
123 OLEMA 1
0.4
0.4%
Druckenmiller 0.4%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $14,714 $3,376,828 0.44%
124 ALLY 1
0.4
0.4%
Buffett 0.4%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $1,137,670,000 $263,095,703,570 0.43%
125 QNITY 1
0.4
0.4%
Druckenmiller 0.4%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $14,498 $3,376,828 0.43%
126 ADMA 1
0.4
0.4%
Druckenmiller 0.4%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $13,926 $3,376,828 0.41%
127 XENON 1
0.4
0.4%
Druckenmiller 0.4%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $13,875 $3,376,828 0.41%
128 UPS 1
0.4
0.4%
Tepper 0.4%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $24,353,100 $5,933,477,986 0.41%
129 ELBIT 1
0.4
0.4%
Wood 0.4%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $51,183,994 $12,859,485,476 0.40%
130 JOBY 1
0.4
0.4%
Wood 0.4%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $50,996,777 $12,859,485,476 0.40%
131 OF 1
0.4
0.4%
Wood 0.4%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $47,880,740 $12,859,485,476 0.37%
132 JBS 1
0.3
0.3%
Druckenmiller 0.3%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $11,780 $3,376,828 0.35%
133 T1ENE 1
0.3
0.3%
Aschenbrenner 0.3%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $43,900,000 $13,676,657,577 0.32%
134 ABSCI 1
0.3
0.3%
Wood 0.3%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $41,178,507 $12,859,485,476 0.32%
135 VISTA 1
0.3
0.3%
Druckenmiller 0.3%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $10,166 $3,376,828 0.30%
136 CERUS 1
0.3
0.3%
Wood 0.3%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $34,873,289 $12,859,485,476 0.27%
137 NUCOR 1
0.3
0.3%
Buffett 0.3%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $660,686,383 $263,095,703,570 0.25%
138 DBV 1
0.2
0.2%
Druckenmiller 0.2%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $8,008 $3,376,828 0.24%
139 NURIX 1
0.2
0.2%
Wood 0.2%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $26,677,596 $12,859,485,476 0.21%
140 INDS 1
0.2
0.2%
Druckenmiller 0.2%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $6,804 $3,376,828 0.20%
141 PRIME 1
0.2
0.2%
Wood 0.2%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $21,738,957 $12,859,485,476 0.17%
142 IONIS 1
0.2
0.2%
Wood 0.2%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $21,679,720 $12,859,485,476 0.17%
143 PAC 1
0.2
0.2%
Buffett 0.2%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $412,113,691 $263,095,703,570 0.16%
144 PONY 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $18,182,865 $12,859,485,476 0.14%
145 MATLS 1
0.1
0.1%
Druckenmiller 0.1%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $4,762 $3,376,828 0.14%
146 OKLO 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $17,414,471 $12,859,485,476 0.14%
147 NU 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $16,823,893 $12,859,485,476 0.13%
148 ELEC 1
0.1
0.1%
Singer 0.1%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $26,204,000 $20,114,693,048 0.13%
149 BK 1
0.1
0.1%
Tepper 0.1%
Person Category Source Position Value Portfolio Total Weight
David Tepper Fund Manager 13f $7,671,804 $5,933,477,986 0.13%
150 GCI 1
0.1
0.1%
Singer 0.1%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $24,555,921 $20,114,693,048 0.12%
151 HDFC 1
0.1
0.1%
Singer 0.1%
Person Category Source Position Value Portfolio Total Weight
Paul Singer Fund Manager 13f $19,831,475 $20,114,693,048 0.10%
152 GAIN 1
0.1
0.1%
Einhorn 0.1%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $1,921,158 $2,047,998,727 0.09%
153 ICE 1
0.1
0.1%
Peltz 0.1%
Person Category Source Position Value Portfolio Total Weight
Nelson Peltz Fund Manager 13f $3,603,578 $3,859,778,188 0.09%
154 HEICO 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $11,993,782 $12,859,485,476 0.09%
155 908DE 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $11,913,711 $12,859,485,476 0.09%
156 ELI 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $11,658,637 $12,859,485,476 0.09%
157 SE 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $11,365,812 $12,859,485,476 0.09%
158 ETORO 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $10,578,128 $12,859,485,476 0.08%
159 MNGD 1
0.1
0.1%
Einhorn 0.1%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $1,289,967 $2,047,998,727 0.06%
160 BRERA 1
0.1
0.1%
Wood 0.1%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $7,595,296 $12,859,485,476 0.06%
161 TALIS 1
0.1
0.1%
Einhorn 0.1%
Person Category Source Position Value Portfolio Total Weight
David Einhorn Fund Manager 13f $1,110,437 $2,047,998,727 0.05%
162 HIVE 1
0.0
0.0%
Aschenbrenner 0.0%
Person Category Source Position Value Portfolio Total Weight
Leopold Aschenbrenner Fund Manager 13f $6,443,939 $13,676,657,577 0.05%
163 WAVE 1
0.0
0.0%
Druckenmiller 0.0%
Person Category Source Position Value Portfolio Total Weight
Stanley Druckenmiller Fund Manager 13f $1,254 $3,376,828 0.04%
164 STZ 1
0.0
0.0%
Buffett 0.0%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $94,933,500 $263,095,703,570 0.04%
165 JSC 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $4,639,152 $12,859,485,476 0.04%
166 NVR 1
0.0
0.0%
Buffett 0.0%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $73,226,191 $263,095,703,570 0.03%
167 TOWER 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $3,174,433 $12,859,485,476 0.02%
168 PTC 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,787,532 $12,859,485,476 0.02%
169 MACYS 1
0.0
0.0%
Buffett 0.0%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $54,963,842 $263,095,703,570 0.02%
170 PROTO 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,606,042 $12,859,485,476 0.02%
171 NANO 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,407,401 $12,859,485,476 0.02%
172 HP 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,358,085 $12,859,485,476 0.02%
173 NOVA 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,207,011 $12,859,485,476 0.02%
174 NICE 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,121,954 $12,859,485,476 0.02%
175 NAYAX 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,112,046 $12,859,485,476 0.02%
176 ALPHA 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $2,065,387 $12,859,485,476 0.02%
177 GILAT 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,906,203 $12,859,485,476 0.01%
178 JFROG 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,855,659 $12,859,485,476 0.01%
179 PALO 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,742,037 $12,859,485,476 0.01%
180 DI 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,738,802 $12,859,485,476 0.01%
181 3DSYS 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,720,576 $12,859,485,476 0.01%
182 TAT 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,682,725 $12,859,485,476 0.01%
183 CHECK 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,681,059 $12,859,485,476 0.01%
184 ALLOT 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,294,388 $12,859,485,476 0.01%
185 MOOG 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,214,163 $12,859,485,476 0.01%
186 ALIGN 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $1,090,466 $12,859,485,476 0.01%
187 TECH 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $876,591 $12,859,485,476 0.01%
188 IN 1
0.0
0.0%
Buffett 0.0%
Person Category Source Position Value Portfolio Total Weight
Warren Buffett Fund Manager 13f $17,892,939 $263,095,703,570 0.01%
189 ATI 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $98,767 $12,859,485,476 0.00%
190 MIN 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $88,536 $12,859,485,476 0.00%
191 3MCO 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $72,179 $12,859,485,476 0.00%
192 DAUCH 1
0.0
0.0%
Wood 0.0%
Person Category Source Position Value Portfolio Total Weight
Cathie Wood Fund Manager 13f $35,467 $12,859,485,476 0.00%

~ Estimated: politician / Form 4 weights use net buy amounts from the selected window; portfolio total = sum of those positions. Fund manager (13F) weights use exact filing values.