Ken Griffin (Citadel)
2026.Q1CITADEL ADVISORS LLC
Citadel Advisors LLC maintained a highly diversified portfolio in 2026.Q1, with a massive 84% allocation to non-tech sectors and a lean 4% top-10 concentration. The quarter was defined by a pivot toward index tracking via IVV and selective expansion in semiconductor and media names, while trimming several core mega-cap technology holdings.
Highlights
- New cornerstone position in iShares Core S&P 500 ETF (IVV)
- Increased exposure to semiconductors through Micron (MU) and TSMC (TSM)
- Significant trims in NVIDIA (NVDA), Amazon (AMZN), and Apple (AAPL)
- Major divestment from Visa (V) and Eli Lilly (LLY)
- Expanded presence in Interactive Media and Services with Meta (META) and Warner Bros. Discovery (WBD)
Generated by geminiView portfolio → Fisher Asset Management, LLC
In Q1 2026, Fisher Asset Management managed a $290.4 billion equity portfolio spanning 250 positions, with a moderate 34% concentration in its top ten holdings. The firm was a net accumulator during the quarter, adding to 135 positions including major technology stalwarts and fixed-income ETFs, while deploying significant capital into healthcare and energy value names.
Highlights
- Portfolio activity skewed heavily toward accumulation, with 135 additions and 17 new entries versus 98 trims and 17 complete exits.
- Top portfolio weights are dominated by mega-cap tech and fixed-income ETFs, led by NVDA (5.3%), AAPL (4.9%), and IEF (4.8%).
- Healthcare and energy led the largest buys for the quarter, targeting ASTRAZENECA PLC, ABBV, XOM, and PFE.
- The largest selling activity focused on software and select healthcare equities, including MSFT, AZNN, ADBE, ABT, and SAP.
- Information Technology (19%) and Financials (13%) represent the largest specific sector allocations behind a broad 31% 'Other' category.
Generated by geminiView portfolio → Berkshire Hathaway
2026.Q1BERKSHIRE HATHAWAY INC
Berkshire Hathaway's 2026.Q1 equity portfolio reflects a high-conviction strategy, with 91% concentration in its top 10 holdings and a total AUM of $263.1B. The quarter was marked by significant divestment, featuring 16 full exits and trimming in major positions like Bank of America and Chevron, while selectively increasing exposure to Alphabet.
Highlights
- Equity AUM stands at $263.1B with a highly concentrated top-10 weight of 91%.
- Aggressive reduction in portfolio breadth with 16 positions sold and only 3 new entries.
- Alphabet (GOOGL/GOOG) and Occidental Petroleum (OXY) led the largest quarterly buys.
- Core financial holdings remain the dominant sector tilt at 32% of the total portfolio.
- Strategic trimming observed in legacy positions including BAC, CVX, and AXP.
Generated by geminiView portfolio → Dodge & Cox managed $182.0 billion in equity AUM during Q1 2026, maintaining a diversified portfolio of 222 positions with a 27% concentration in top holdings. The quarter was characterized by widespread trimming of existing positions alongside targeted increases in major technology and energy stakes.
Highlights
- Health Care and Financials remain core sector tilts at 17% and 13% respectively
- Top holdings Johnson Controls, Schwab, and RTX were all trimmed during the period
- Microsoft and Booking Holdings saw notable share additions
- SUNB and Occidental Petroleum led the largest buys for the quarter
- Complete exits or significant reductions were seen in GE, Sanofi, and CVS Health
Generated by geminiView portfolio → Cliff Asness (AQR)
2026.Q1AQR CAPITAL MANAGEMENT LLC
AQR Capital Management's Q1 2026 13F filing reveals a highly diversified $141.3 billion equity portfolio with a low top-10 concentration of 17%. The firm was an active buyer during the quarter, adding or initiating 194 positions compared to 109 trims or sales, with a clear focus on accumulating mega-cap technology leaders.
Highlights
- Maintained broad diversification across 250 positions, with Information Technology (17%) being the largest defined sector exposure alongside a 53% 'Other' allocation.
- Increased weightings in top technology holdings, adding to NVDA (3.9% weight), MSFT, AAPL, AMZN, AVGO, and GOOGL.
- Largest capital deployments for the quarter were concentrated in COST, MSFT, NVDA, OXY, and GEV.
- Significant reductions and exits were executed in TEAM, Pinnacle Financial Partners, LYFT, Accenture, and IQV.
Generated by geminiView portfolio → TWO SIGMA INVESTMENTS, LP
Two Sigma's Q1 2026 filings show a high-turnover quantitative approach with a massive $76.7B equity portfolio focused heavily on megacap technology. The firm significantly increased exposure to the 'Magnificent Seven' while rotating out of sector-specific ETFs and healthcare positions.
Highlights
- Significant concentration in top tech: NVDA, AAPL, AMZN, and TSLA all saw additions.
- Major new entry into GOOGL, immediately becoming a top-four holding at 1.7%.
- Aggressive selling of thematic ETFs including XLK (Tech), SMH (Semiconductors), and IBB (Biotech).
- Highly diversified 'Other' sector tilt comprises 54% of the 2,447 total positions.
- Financial sector expansion highlighted by JPM becoming a top-six holding.
Generated by geminiView portfolio → Renaissance Technologies
2026.Q1RENAISSANCE TECHNOLOGIES LLC
Renaissance Technologies maintained a broadly diversified $39.3 billion equity portfolio across 250 positions in 2026.Q1, with a low top-10 concentration of 18%. The quarter was marked by high turnover as the firm rotated heavily into mega-cap technology names while reducing exposure to consumer and large-cap growth stocks.
Highlights
- High portfolio turnover with 149 initiated or added positions against 180 trimmed or sold.
- Portfolio remains unconcentrated, led by UTHR (2.7%) and PLTR (2.6%), though both were reduced.
- Aggressive buying in mega-cap technology, highlighted by a new 2.0% position in AAPL alongside large purchases in NVDA and AVGO.
- Significant capital harvested from consumer and legacy growth names, led by major sales in NFLX, COST, TSLA, and PG.
Generated by geminiView portfolio → Ray Dalio (Bridgewater)
2026.Q1Bridgewater Associates, LP
Bridgewater Associates maintains a defensive core through major ETF holdings while significantly increasing exposure to the technology sector. The firm's pivot toward semiconductor and AI-related infrastructure suggests a strategic reallocation toward growth-oriented tech leaders.
Highlights
- Core index exposure remains dominant via SPY and IVV despite recent trimming.
- Aggressive expansion into mega-cap tech and semiconductors, including AMZN, NVDA, and TSM.
- Information Technology has grown to 26% of the equity portfolio weight.
- Major divestments in enterprise software and consumer services, specifically CRM and BKNG.
Generated by geminiView portfolio → Pershing Square Capital Management, L.P.
Bill Ackman's Pershing Square Capital Management managed $13.7 billion in equity assets across 11 positions in Q1 2026, maintaining a highly concentrated 100% top-10 weighting. The quarter was characterized by a rotation into mega-cap technology, highlighted by a significant new entry in Microsoft and an increased stake in Amazon, while trimming several existing core positions.
Highlights
- New stake in Microsoft (MSFT) established at 15.3% of the portfolio
- Amazon (AMZN) increased to 17.4%, making it the second-largest holding
- Broad trimming across six core holdings including Brookfield (BN), Uber (UBER), and Alphabet (GOOG)
- Portfolio heavily concentrated in Information Technology (31%) and Consumer Discretionary (30%) sectors
- Complete liquidation of Hilton Worldwide (HLT) position
Generated by geminiView portfolio → David Einhorn's Greenlight Capital maintained a highly concentrated portfolio in Q4 2023, with the top ten holdings representing 77% of its $2.0 billion equity AUM. The firm focused on expanding positions in Kyndryl and Tenet Healthcare while introducing Alight as a significant new stake.
Highlights
- High concentration with 77% of AUM in top 10 positions
- Consumer Discretionary remains the primary sector tilt at 32%
- Significant new position established in Alight (ALIT) at 3.8%
- Green Brick Partners (GRBK) remains top holding at 28.9% despite trimming
- Complete exits from Southwestern Energy and Consol Energy
Generated by geminiView portfolio → Scion Asset Management, LLC
Michael Burry's Scion Asset Management significantly repositioned in 2025 Q3, shifting focus toward Health Care and Consumer Discretionary while exiting several high-profile positions. The portfolio remains highly concentrated with only four active positions and a strategic tilt toward managed healthcare and retail sectors.
Highlights
- Health Care became the largest sector allocation at 35% of the $1.4B AUM.
- Molina Healthcare (MOH) entered as the top new holding at 1.7% of the portfolio.
- Lululemon Athletica (LULU) was the sole existing position to see added exposure.
- Complete exits from former holdings including Estée Lauder (EL), Bruker (BRKR), and UnitedHealth (UNH).
- Increased exposure to Financials through a new 1.0% stake in SLM Corp.
Generated by geminiView portfolio → In Q1 2026, Seth Klarman's Baupost Group maintained a highly concentrated equity portfolio, with its top 10 holdings comprising 74% of its 22 total positions. The fund actively reallocated capital during the quarter, notably adding to its top holding Amazon and expanding stakes in Aon, Visa, and Teleflex. Sector exposure leans predominantly toward Consumer Discretionary and Industrials, which together make up over half of the tracked portfolio.
Highlights
- Portfolio is highly concentrated with just 22 positions and a 74% top-10 weight.
- Amazon is the largest holding at 12.7% after being added to, followed by Restaurant Brands International (QSR) at 11.7%.
- Largest buys for the quarter included AON PLC, Visa, Teleflex, Amazon, and Ferguson.
- Notable selling activity involved reducing or exiting positions in FIS, Dollar General, Willis Towers Watson, and Fiserv.
- Sector tilt is led by Consumer Discretionary (27%), Industrials (24%), and Health Care (14%).
Generated by geminiView portfolio →