Super Investors · Whale Tracker · Intrinsic Terminal

Whales walkthrough

See what super-investors own — and what they just changed

Consensus holdings, institutional buys and sells, Alpha Monitor, and full manager 13F tables — conviction vs. crowding in one place.

Most-owned and consensus dashboards across tracked funds
Institutional buys / sells and rotation signals
Alpha Monitor for conviction vs. margin of safety
Drill into each manager’s latest 13F equity book

SEC 13F Disclaimer: This data reflects long U.S. equity positions only. It excludes international holdings, private operating companies, and cash/treasuries.

Top 10 Most Owned

Names held by the most tracked funds · 13F 2026-06-30

Ticker	Company	# Funds
GOOG	Alphabet, Inc.	23
AMZN	Amazon.com, Inc.	18
META	Meta Platforms, Inc.	18
TSM	Taiwan Semiconductor Manufacturing Company Ltd	17
BRK-B	Berkshire Hathaway, Inc.	16
MSFT	Microsoft Corporation	16
V	Visa, Inc.	14
AAPL	Apple, Inc.	13
COF	Capital One Financial Corp.	13
STT	State Street SPDR S&P Health Care Equipment ETF	13

Top 10 Institutional Buys

Aggregate portfolio weight increase across all whales (quarter over quarter)

Ticker	Company	Weight Δ
PLTR	PALANTIR TECHNOLOGIES INC
AXP	AMERICAN EXPRESS CO
GOOG	ALPHABET INC
SPCX	SPACE EXPLORATION TECHN CORP
RACE	FERRARI N V
STT	STATE STR SPDR S&P 500 ETF T
NVDA	NVIDIA CORPORATION
AMZN	AMAZON COM INC
MCO	MOODYS CORP
MSFT	MICROSOFT CORP

Top 10 Institutional Sells

Aggregate portfolio weight decrease across all whales (quarter over quarter)

Ticker	Company	Weight Δ
BRK-B	BERKSHIRE HATHAWAY INC DEL
GOOG	ALPHABET INC
UNH	UNITEDHEALTH GROUP INC
META	META PLATFORMS INC
REGN	REGENERON PHARMACEUTICALS
MA	MASTERCARD INCORPORATED
GLD	SPDR GOLD TR
LULU	LULULEMON ATHLETICA INC
AMZN	AMAZON COM INC
BABA	ALIBABA GROUP HLDG LTD

Highest Conviction / Most Capital

Total reported 13F dollar value parked across all tracked funds

Ticker	Company	Total Value
GOOG	Alphabet, Inc.
AAPL	Apple, Inc.
STT	State Street SPDR S&P Health Care Equipment ETF
QQQ	INVESCO QQQ TRUST SERIES 1
ISHARESTR	Ishares Tr
AXP	American Express Co.
MU	MICRON TECHNOLOGY INC
KO	The Coca-Cola Co.
NVDA	NVIDIA Corp.
BAC	Bank of America Corp.

Alpha Monitor: Whale Conviction + Value

Top 5 whale portfolio weight increases (last two quarters) cross-referenced with Graham intrinsic value. Only names with >20% margin of safety and a completed valuation.

No alpha opportunities right now — either no qualifying whale buys, valuations are pending, or margin of safety is below 20%.

Jeffrey Ubben

ValueAct Holdings, L.P. · Report period 2026-06-30 · 17 positions

Portfolio Holdings ?

Total Value

Positions 17

Top 10 Concentration 88.15%

Turnover Rate 14.06%

Ticker	Company	Shares
V	VISA INC	2.32M
AMZN	AMAZON COM INC	2.94M
ROCKETCOSI	ROCKET COS INC	41.67M
BLK	BLACKROCK INC	581.7K
META	META PLATFORMS INC	915.7K
CRM	SALESFORCE INC	2.99M
TOST	TOAST INC	14.13M
KKR	KKR & CO INC	3.56M
LLYVA	LIBERTY LIVE HOLDINGS INC	2.96M
SPOT	SPOTIFY TECHNOLOGY S A	526.8K
SIMPSONMFG	SIMPSON MFG INC	830.6K
RBLX	ROBLOX CORP	3.15M
CBRE	CBRE GROUP INC	992.4K
MDB	MONGODB INC	165.7K
LYV	LIVE NATION ENTERTAINMENT IN	302.1K
WIX	WIX COM LTD	1.10M
PAYP	PAYPAY CORP	2.15M

New Positions

Tickers added vs 2026-03-31

Ticker	Company	Value ($)
PAYP	PAYPAY CORP

Exited Positions

Last known value from 2026-03-31

Ticker	Company	Last Value ($)
DIS	DISNEY WALT CO

Top Buys

Weight change vs 2026-03-31

Ticker	Company	Current	Previous	Change
ROCKETCOSI	ROCKET COS INC
AMZN	AMAZON COM INC
V	VISA INC
CBRE	CBRE GROUP INC
SPOT	SPOTIFY TECHNOLOGY S A
TOST	TOAST INC
BLK	BLACKROCK INC
PAYP	PAYPAY CORP
KKR	KKR & CO INC

Top Sells

Weight change vs 2026-03-31

Ticker	Company	Current	Previous	Change
MDB	MONGODB INC
LLYVA	LIBERTY LIVE HOLDINGS INC
RBLX	ROBLOX CORP
CRM	SALESFORCE INC
SIMPSONMFG	SIMPSON MFG INC
WIX	WIX COM LTD
LYV	LIVE NATION ENTERTAINMENT IN
DIS	DISNEY WALT CO
META	META PLATFORMS INC