Consensus — where smart money is flowing

Stocks held by multiple superinvestors. More overlapping funds = stronger conviction signal.

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$GOOGL

ALPHABET INC

$22.5B across smart money

10 funds+3 new

Warren BuffettAdded5.9%Chase ColemanHeld13.4%Philippe LaffontTrimmed4.3%Li LuTrimmed22.8%Chris HohnNew buy1.6%Andreas HalvorsenTrimmed1.9%Terry SmithTrimmed7.4%Stephen MandelNew buy0.4%Daniel LoebNew buy2.4%Bill AckmanTrimmed0.1%

$AMZN

AMAZON COM INC

$8.9B across smart money

9 funds

Bill AckmanAdded17.4%Chase ColemanHeld9.1%Philippe LaffontTrimmed5.7%David TepperAdded15.2%Seth KlarmanAdded12.7%Mason MorfitTrimmed10.5%Daniel LoebTrimmed19.4%Andreas HalvorsenTrimmed0.7%Terry SmithAdded0%

VISA INC

$13.1B across smart money

8 funds+2 new

Chris HohnAdded20.4%Andreas HalvorsenAdded5.4%Mason MorfitAdded12.3%Chuck AkreTrimmed8.1%Terry SmithHeld7%Philippe LaffontNew buy0.7%Seth KlarmanNew buy4.1%Stephen MandelAdded0.2%

$TSM

TAIWAN SEMICONDUCTOR MANUFAC

$7.7B across smart money

8 funds

Philippe LaffontTrimmed10.8%Chase ColemanAdded8.2%Andreas HalvorsenTrimmed4.2%Stephen MandelTrimmed3.7%David TepperAdded7.6%Stanley DruckenmillerTrimmed5%Daniel LoebTrimmed4.5%Terry SmithAdded0%

$META

META PLATFORMS INC

$6.6B across smart money

8 funds+2 new

Chase ColemanAdded7.7%Philippe LaffontTrimmed5.5%Bill AckmanHeld11.1%Andreas HalvorsenNew buy1.7%Mason MorfitTrimmed9.2%Terry SmithTrimmed6.1%David TepperTrimmed4.2%Daniel LoebNew buy2.5%

$MSFT

MICROSOFT CORP

$6.1B across smart money

7 funds+1 new

Bill AckmanNew buy15.3%Chris HohnTrimmed2.2%Chase ColemanTrimmed4.1%Philippe LaffontTrimmed3.2%Andreas HalvorsenTrimmed2.4%Terry SmithHeld5.6%David TepperTrimmed0.6%

$GOOG

ALPHABET INC

$5.5B across smart money

7 funds+1 new

Chris HohnAdded5.6%Warren BuffettNew buy0.4%Li LuTrimmed22%David TepperHeld8.4%Seth KlarmanAdded6.6%Philippe LaffontTrimmed1.1%Bill AckmanTrimmed0.7%

$AAPL

APPLE INC

$58.8B across smart money

4 funds+1 new

Warren BuffettHeld22%Andreas HalvorsenNew buy2.6%Li LuTrimmed0.9%Terry SmithAdded0%

$MCO

MOODYS CORP

$17.6B across smart money

4 funds+1 new

Warren BuffettHeld4.1%Chris HohnAdded13.8%Chuck AkreTrimmed8.9%Li LuNew buy1.6%

$NVDA

NVIDIA CORPORATION

$3.5B across smart money

4 funds

Chase ColemanAdded9.2%Philippe LaffontTrimmed3.8%David TepperTrimmed4.3%Daniel LoebTrimmed1.6%

$LRCX

LAM RESEARCH CORP

$3.1B across smart money

4 funds+1 new

Philippe LaffontTrimmed7.4%Chase ColemanHeld3.6%David TepperTrimmed1.4%Daniel LoebNew buy0.8%

$AVGO

BROADCOM INC

$2.9B across smart money

4 funds+2 new

Philippe LaffontTrimmed5.9%Chase ColemanAdded4.9%Stanley DruckenmillerNew buy1.8%Daniel LoebNew buy0.7%

$COF

CAPITAL ONE FINL CORP

$2.0B across smart money

4 funds

Warren BuffettHeld0.5%Stephen MandelHeld3.3%Andreas HalvorsenTrimmed0.8%Daniel LoebTrimmed1.2%

$SPOT

SPOTIFY TECHNOLOGY S A

$1.6B across smart money

4 funds+1 new

Chase ColemanAdded3.4%Philippe LaffontTrimmed2.2%Mason MorfitNew buy3%Stephen MandelAdded0.3%

$ASML

ASML HLDG NV

$1.6B across smart money

4 funds+2 new

Stephen MandelAdded6.9%Philippe LaffontNew buy2.3%David TepperTrimmed1.1%Daniel LoebNew buy0.8%

$CPNG

Coupang Inc

$879M across smart money

4 funds+1 new

Chase ColemanAdded2.9%Bill GatesHeld0.6%Stanley DruckenmillerTrimmed1.5%Bill MillerNew buy0.3%

$BRK-B

BERKSHIRE HATHAWAY INC DEL

$8.6B across smart money

3 funds

Bill GatesTrimmed25.8%Li LuTrimmed13.4%Chuck AkreTrimmed0.1%

$BN

BROOKFIELD CORP

$3.6B across smart money

3 funds

Bill AckmanHeld17.6%Chuck AkreTrimmed11.2%Stephen MandelTrimmed3.6%

$UBER

UBER TECHNOLOGIES INC

$2.6B across smart money

3 funds

Bill AckmanHeld15.7%David TepperAdded7.7%Chase ColemanHeld0%

$QSR

RESTAURANT BRANDS INTL INC

$2.3B across smart money

3 funds

Bill AckmanHeld12.2%Seth KlarmanHeld11.7%Stanley DruckenmillerTrimmed1%

$SE

Sea Ltd

$1.8B across smart money

3 funds

Chase ColemanHeld5.6%Andreas HalvorsenAdded1.1%Stanley DruckenmillerAdded2.7%

$CVNA

CARVANA CO

$1.6B across smart money

3 funds

Andreas HalvorsenAdded2.4%Stephen MandelHeld4.4%Philippe LaffontTrimmed0.7%

$APP

APPLOVIN CORP

$1.5B across smart money

3 funds

Stephen MandelAdded4.6%Philippe LaffontTrimmed1.8%Chase ColemanTrimmed1.7%

$SNDK

SANDISK CORP

$1.3B across smart money

3 funds+2 new

Leopold AschenbrennerAdded8.2%David TepperNew buy3%Stanley DruckenmillerNew buy0.7%

$NU

NU HLDGS LTD

$1.1B across smart money

3 funds

Stephen MandelAdded4.4%Philippe LaffontTrimmed1.5%Chase ColemanHeld0.7%

$RDDT

REDDIT INC

$1.1B across smart money

3 funds+1 new

Philippe LaffontTrimmed1.3%Andreas HalvorsenNew buy1%Chase ColemanTrimmed1.5%

$KKR

KKR & CO L P DEL

$941M across smart money

3 funds+1 new

Chuck AkreTrimmed10.1%Mason MorfitNew buy5.3%Stephen MandelTrimmed0.1%

$MTZ

MASTEC INC

$783M across smart money

3 funds+1 new

Stephen MandelNew buy3.9%Philippe LaffontTrimmed0.6%Daniel LoebTrimmed4.9%

$MU

MICRON TECHNOLOGY INC

$626M across smart money

3 funds+2 new

David TepperHeld9.5%Philippe LaffontNew buy0.2%Stanley DruckenmillerNew buy0.2%

$PINS

PINTEREST INC

$545M across smart money

3 funds+2 new

Paul SingerHeld2.6%Philippe LaffontNew buy0.1%Bill MillerNew buy0.3%

$MELI

Mercadolibre Inc

$242M across smart money

3 funds+2 new

Chase ColemanNew buy1%Stanley DruckenmillerTrimmed0.1%Bill MillerNew buy1%

$CROX

CROCS INC

$132M across smart money

3 funds+2 new

Li LuTrimmed2.3%David EinhornNew buy1.8%Bill MillerNew buy0.9%

$FIGR

Figure Technology Solutio

$49M across smart money

3 funds+1 new

Stanley DruckenmillerTrimmed1.2%Chase ColemanHeld0%Bill MillerNew buy0.8%

$BAC

BANK AMERICA CORP

$25.2B across smart money

2 funds

Warren BuffettHeld9.5%Li LuTrimmed4.6%

$OXY

OCCIDENTAL PETE CORP

$17.3B across smart money

2 funds

Warren BuffettHeld6.5%Li LuTrimmed3%

$GE

GE AEROSPACE

$14.6B across smart money

2 funds

Chris HohnHeld29.8%Nelson PeltzHeld31.7%

$CB

CHUBB LTD SWITZ

$11.6B across smart money

2 funds

Warren BuffettHeld4.2%Andreas HalvorsenAdded1.2%

$KHC

KRAFT HEINZ CO

$7.4B across smart money

2 funds

Warren BuffettHeld2.8%Bill GatesHeld0.2%

$WM

WASTE MGMT INC DEL

$6.4B across smart money

2 funds

Bill GatesHeld20.1%Terry SmithHeld0.4%

$CNI

CANADIAN NATL RY CO

$6.3B across smart money

2 funds

Bill GatesHeld16.8%Chris HohnHeld2.2%

$SPGI

S&P GLOBAL INC

$6.0B across smart money

2 funds+1 new

Chris HohnAdded13.2%Li LuNew buy1.6%

$GEV

GE VERNOVA INC

$3.1B across smart money

2 funds

Philippe LaffontTrimmed7.7%Chase ColemanHeld3.7%

$AMAT

APPLIED MATLS INC

$2.4B across smart money

2 funds

Philippe LaffontTrimmed6.2%Chase ColemanAdded2.5%

$FDX

FEDEX CORP

$1.5B across smart money

2 funds+1 new

Bill GatesHeld2.7%Andreas HalvorsenNew buy1.9%

$LLYVK

LIBERTY LIVE HOLDINGS INC

$1.3B across smart money

2 funds

Warren BuffettHeld0.4%Mason MorfitHeld5.9%

$DIS

DISNEY WALT CO

$1.3B across smart money

2 funds

Andreas HalvorsenAdded3.6%Mason MorfitTrimmed0.7%

$VST

VISTRA CORP

$1.2B across smart money

2 funds

Stephen MandelAdded7.4%David TepperAdded5.1%

$MCD

MCDONALDS CORP

$1.2B across smart money

2 funds

Andreas HalvorsenHeld3.2%Bill GatesHeld0.3%

$EQIX

EQUINIX INC

$1.2B across smart money

2 funds+1 new

Philippe LaffontNew buy3.7%Paul SingerHeld0.7%

$MA

MASTERCARD INCORPORATED

$1.2B across smart money

2 funds

Chuck AkreTrimmed18.6%Stephen MandelTrimmed0.2%

$NTRA

Natera Inc

$1.1B across smart money

2 funds

Stanley DruckenmillerAdded18.1%Philippe LaffontTrimmed1.8%

$SHW

SHERWIN WILLIAMS CO

$1.1B across smart money

2 funds

Andreas HalvorsenHeld2.8%Chase ColemanHeld0.4%

$MDLN

MEDLINE INC

$1.0B across smart money

2 funds

Stephen MandelHeld4.2%Andreas HalvorsenAdded1.4%

$BE

BLOOM ENERGY CORP

$953M across smart money

2 funds

Leopold AschenbrennerTrimmed6.9%Stanley DruckenmillerTrimmed0.5%

$TSLA

TESLA INC

$949M across smart money

2 funds

Andreas HalvorsenAdded2.6%Philippe LaffontTrimmed0.1%

$NFLX

NETFLIX INC.

$897M across smart money

2 funds

Philippe LaffontTrimmed2.3%Chase ColemanHeld1%

$CRS

CARPENTER TECHNOLOGY CORP

$839M across smart money

2 funds

Stephen MandelAdded5.7%Daniel LoebTrimmed5.9%

$CRWV

COREWEAVE INC

$805M across smart money

2 funds+1 new

Leopold AschenbrennerTrimmed5.1%Andreas HalvorsenNew buy0.3%

$CRM

SALESFORCE INC

$712M across smart money

2 funds+1 new

Mason MorfitHeld9.8%Chuck AkreNew buy2.5%

$WAT

WATERS CORP

$701M across smart money

2 funds+1 new

Andreas HalvorsenNew buy1%Terry SmithHeld7.4%

$GLW

CORNING INC

$659M across smart money

2 funds+1 new

Stephen MandelNew buy4%David TepperTrimmed2.6%

$LLYVA

LIBERTY LIVE HOLDINGS INC

$620M across smart money

2 funds

Warren BuffettHeld0.2%Mason MorfitHeld2.9%

$AON

AON PLC

$599M across smart money

2 funds+1 new

Andreas HalvorsenAdded1%Seth KlarmanNew buy4.9%

$PDD

PDD HOLDINGS INC

$563M across smart money

2 funds

Li LuTrimmed14.7%David TepperTrimmed1.5%

$CSGP

COSTAR GROUP INC

$478M across smart money

2 funds

Chuck AkreAdded6.8%Chase ColemanTrimmed0.3%

$CLS

Celestica Inc

$476M across smart money

2 funds+1 new

Andreas HalvorsenHeld1.3%Stanley DruckenmillerNew buy0.3%

$UNP

UNION PAC CORP

$398M across smart money

2 funds

Seth KlarmanTrimmed7.3%Daniel LoebTrimmed1.2%

$CHYM

CHIME FINL INC

$396M across smart money

2 funds

Chase ColemanTrimmed0.9%Philippe LaffontTrimmed0.6%

$FLR

FLUOR CORP

$356M across smart money

2 funds

David EinhornTrimmed7%Jeff SmithTrimmed3%

ZILLOW GROUP INC

$336M across smart money

2 funds+1 new

Chase ColemanAdded1.3%Philippe LaffontNew buy0.1%

$RIOT

RIOT PLATFORMS INC

$335M across smart money

2 funds

Jeff SmithAdded4.3%Leopold AschenbrennerAdded1%

$HUT

HUT 8 CORP

$326M across smart money

2 funds+2 new

Stephen MandelNew buy2.3%Daniel LoebNew buy2%

$APG

API GROUP CORP

$319M across smart money

2 funds

Andreas HalvorsenTrimmed0.7%Daniel LoebTrimmed3.9%

$NCLH

NORWEGIAN CRUISE LINE HLDGS

$314M across smart money

2 funds+2 new

Paul SingerNew buy1.2%Seth KlarmanNew buy1.3%

$NOW

SERVICENOW INC

$271M across smart money

2 funds+1 new

Chase ColemanTrimmed0.7%Chuck AkreNew buy1.9%

$ABNB

AIRBNB INC

$259M across smart money

2 funds+1 new

Chuck AkreTrimmed4.2%Bill MillerNew buy0.6%

$ROIV

ROIVANT SCIENCES LTD

$244M across smart money

2 funds

Andreas HalvorsenHeld0.5%David EinhornHeld1.9%

$QCOM

QUALCOMM INC

$243M across smart money

2 funds+1 new

Philippe LaffontNew buy0.6%David TepperTrimmed1.1%

$CRH

CRH PLC

$239M across smart money

2 funds

Daniel LoebTrimmed9.6%Stanley DruckenmillerTrimmed1.2%

$RIG

TRANSOCEAN LTD

$239M across smart money

2 funds+1 new

Mohnish PabraiTrimmed32%Paul SingerNew buy0.5%

$NAMS

Newamsterdam Pharma Company

$233M across smart money

2 funds

Andreas HalvorsenHeld0.4%Stanley DruckenmillerHeld2.9%

$WST

WEST PHARMACEUTICAL SVSC INC

$216M across smart money

2 funds

Bill GatesHeld0.4%Andreas HalvorsenAdded0.3%

$CAI

Caris Life Sciences Inc

$209M across smart money

2 funds+1 new

Philippe LaffontTrimmed0.6%Stanley DruckenmillerNew buy1%

$SATS

EchoStar Corporation

$172M across smart money

2 funds

Carl IcahnTrimmed1.9%Stanley DruckenmillerHeld0.2%

$DHR

DANAHER CORP DEL

$170M across smart money

2 funds

Daniel LoebTrimmed4.8%Bill GatesHeld0.2%

$LULU

LULULEMON ATHLETICA INC

$168M across smart money

2 funds+1 new

Andreas HalvorsenNew buy0.4%Michael BurryTrimmed1.3%

$HD

HOME DEPOT INC

$167M across smart money

2 funds+1 new

Andreas HalvorsenNew buy0.5%Terry SmithTrimmed0%

$LYV

LIVE NATION ENTERTAINMENT IN

$166M across smart money

2 funds

Mason MorfitTrimmed1.7%Daniel LoebTrimmed3.4%

$TEVA

TEVA PHARMACEUTICAL INDS LTD

$159M across smart money

2 funds

David EinhornHeld2.8%Stanley DruckenmillerTrimmed2.1%

$TRIP

TRIPADVISOR INC

$132M across smart money

2 funds+1 new

Jeff SmithAdded2.6%David EinhornNew buy0.5%

$SOLS

Solstice Advanced Matls Inc

$131M across smart money

2 funds+2 new

Philippe LaffontNew buy0.4%Stanley DruckenmillerNew buy0.1%

$UNH

UNITEDHEALTH GROUP INC

$119M across smart money

2 funds

Chase ColemanTrimmed0.4%David TepperTrimmed0.4%

$EQPT

EQUIPMENTSHARE COM INC

$114M across smart money

2 funds+2 new

Chase ColemanNew buy0.4%Andreas HalvorsenNew buy0.1%

$MOH

MOLINA HEALTHCARE INC

$108M across smart money

2 funds+1 new

Seth KlarmanHeld1.7%Michael BurryNew buy1.7%

$LITE

Lumentum Hldgs Inc

$101M across smart money

2 funds+2 new

Chase ColemanNew buy0.4%Stanley DruckenmillerNew buy0.1%

$INTC

Intel Corp

$90M across smart money

2 funds+2 new

Chase ColemanNew buy0.3%Stanley DruckenmillerNew buy0.5%

$DASH

DOORDASH INC

$87M across smart money

2 funds

Philippe LaffontTrimmed0.3%Chase ColemanHeld0%

$GLD

SPDR GOLD TR

$84M across smart money

2 funds+1 new

David EinhornTrimmed1.4%Daniel LoebNew buy2%

$TWLO

Twilio Inc

$80M across smart money

2 funds+2 new

Andreas HalvorsenNew buy0.2%Stanley DruckenmillerNew buy0.7%

$HTZ

HERTZ GLOBAL HLDGS INC

$71M across smart money

2 funds+1 new

Bill AckmanHeld0.5%Philippe LaffontNew buy0%

$TDG

TRANSDIGM GROUP INC

$70M across smart money

2 funds+1 new

Stephen MandelAdded0.3%Daniel LoebNew buy1.4%

$SLM

SLM CORP

$58M across smart money

2 funds+2 new

David EinhornNew buy1.4%Michael BurryNew buy1%

$ZG

ZILLOW GROUP INC

$56M across smart money

2 funds+1 new

Chase ColemanHeld0.2%Philippe LaffontNew buy0%

$REZI

RESIDEO TECHNOLOGIES INC

$55M across smart money

2 funds+2 new

David EinhornNew buy1.7%Bill MillerNew buy0.6%

$PTON

PELOTON INTERACTIVE INC

$54M across smart money

2 funds+1 new

David EinhornAdded1.4%Philippe LaffontNew buy0%

$BLMN

BLOOMIN BRANDS INC

$54M across smart money

2 funds+1 new

Jeff SmithHeld1%Bill MillerNew buy3%

$JD

JD.COM INC

$49M across smart money

2 funds

David TepperTrimmed0.7%Chase ColemanHeld0%

$AXL

DAUCH CORP

$46M across smart money

2 funds+1 new

David EinhornNew buy1.2%Bill MillerTrimmed2.2%

$ABR

ARBOR REALTY TRUST INC

$37M across smart money

2 funds+2 new

Philippe LaffontNew buy0.1%Bill MillerNew buy1.3%

$STUB

STUBHUB HLDGS INC

$35M across smart money

2 funds+1 new

David EinhornNew buy0.8%Stanley DruckenmillerTrimmed0.3%

$VTRS

VIATRIS INC

$34M across smart money

2 funds+1 new

David EinhornNew buy0.8%Bill MillerAdded2.7%

$NUVB

NUVATION BIO INC

$20M across smart money

2 funds+1 new

Stanley DruckenmillerNew buy0.6%David EinhornHeld0%

$SN

SHARKNINJA INC

$14M across smart money

2 funds+1 new

Daniel LoebTrimmed0.7%Bill MillerNew buy0.2%

$LYB

Lyondellbasell Industries Nv

$14M across smart money

2 funds+1 new

Stanley DruckenmillerNew buy0.3%Bill MillerHeld0.8%

$HTZWW

HERTZ GLOBAL HLDGS INC

$10M across smart money

2 funds+1 new

Daniel LoebHeld0.4%Philippe LaffontNew buy0%