Track record

Update History

9 updates recorded  ·  newest first
2026-06-08
~ 4 conviction shifts 10 held
~ Conviction shifts
AMAZON COM INC
1155.1 → 1082.5 ↓ 1 to #2
-72.7
R-TX, House dropped out of our tracked filings; R-GA, House dropped out of our tracked filings. Offsetting: ?-, House opened a new position.
MICROSOFT CORP
725.0 → 663.0 — rank #3
-62.0
D-CA, House dropped out of our tracked filings; R-AL, Senate dropped out of our tracked filings. Offsetting: D-, Senate opened a new position.
ALPHABET INC
1116.2 → 1094.4 ↑ 1 to #1
-21.8
?-OH, House trimmed 100%; D-CA, House dropped out of our tracked filings. Offsetting: ?-, Senate opened a new position.
AMERICAN EXPRESS CO
470.0 → 480.7 — rank #5
+10.7
?-, Senate opened a new position.
Portfolio after this update (10 stocks)
ALPHABET INC 1094
AMAZON COM INC 1082
MICROSOFT CORP 663
UBER TECHNOLOGIES INC 547
AMERICAN EXPRESS CO 481
SPOTIFY TECHNOLOGY S A 415
NETFLIX INC 354
RESTAURANT BRANDS INTL INC 325
UNITEDHEALTH GROUP INC 312
MOLINA HEALTHCARE INC 287
2026-06-01
— No changes 10 held
Portfolio after this update (10 stocks)
AMAZON COM INC 1155
ALPHABET INC 1116
MICROSOFT CORP 725
UBER TECHNOLOGIES INC 547
AMERICAN EXPRESS CO 470
SPOTIFY TECHNOLOGY S A 415
NETFLIX INC 354
RESTAURANT BRANDS INTL INC 325
UNITEDHEALTH GROUP INC 312
MOLINA HEALTHCARE INC 287
2026-05-25
~ 10 conviction shifts 10 held
~ Conviction shifts
UNITEDHEALTH GROUP INC
592.5 → 311.5 ↓ 3 to #9
-281.0
Buffett dropped out of our tracked filings; Viking Global Investors dropped out of our tracked filings. Offsetting: AQR Capital Management added 36% to their position.
NETFLIX INC
595.3 → 353.9 ↓ 2 to #7
-241.4
Kacher dropped out of our tracked filings; Coatue Management trimmed 36%. Offsetting: Whale Rock Capital opened a new position.
AMAZON COM INC
1384.3 → 1155.1 — rank #1
-229.2
Buffett dropped out of our tracked filings; Mandel dropped out of our tracked filings. Offsetting: Klarman added 47% to their position.
SPOTIFY TECHNOLOGY S A
622.7 → 415.3 ↓ 2 to #6
-207.4
Loeb dropped out of our tracked filings; Coatue Management trimmed 46%. Offsetting: Greenblatt added 50% to their position.
MOLINA HEALTHCARE INC
468.7 → 287.4 ↓ 2 to #10
-181.3
Greenblatt trimmed 83%; Paul Tudor Jones trimmed 85%. Offsetting: Klarman held steady.
MICROSOFT CORP
891.2 → 725.0 — rank #3
-166.1
Mandel dropped out of our tracked filings; Loeb dropped out of our tracked filings. Offsetting: Whale Rock Capital opened a new position.
RESTAURANT BRANDS INTL INC
423.4 → 325.0 ↑ 2 to #8
-98.4
Druckenmiller trimmed 62%; D.E. Shaw & Co trimmed 70%. Offsetting: Steve Cohen opened a new position.
ALPHABET INC
1041.5 → 1116.2 — rank #2
+74.7
Mandel opened a new position; Sundheim opened a new position. Offsetting: Druckenmiller dropped out of our tracked filings.
AMERICAN EXPRESS CO
435.8 → 470.0 ↑ 4 to #5
+34.1
Paul Tudor Jones opened a new position; Buffett held steady. Offsetting: Steve Cohen dropped out of our tracked filings.
UBER TECHNOLOGIES INC
543.8 → 546.7 ↑ 3 to #4
+2.9
Steve Cohen opened a new position; Alkeon Capital Management added 15% to their position. Offsetting: Soros trimmed 16%.
Portfolio after this update (10 stocks)
AMAZON COM INC 1155
ALPHABET INC 1116
MICROSOFT CORP 725
UBER TECHNOLOGIES INC 547
AMERICAN EXPRESS CO 470
SPOTIFY TECHNOLOGY S A 415
NETFLIX INC 354
RESTAURANT BRANDS INTL INC 325
UNITEDHEALTH GROUP INC 312
MOLINA HEALTHCARE INC 287
2026-05-18
— No changes 10 held
Portfolio after this update (10 stocks)
AMAZON COM INC 1384
ALPHABET INC 1042
MICROSOFT CORP 891
SPOTIFY TECHNOLOGY S A 623
NETFLIX INC 595
UNITEDHEALTH GROUP INC 593
UBER TECHNOLOGIES INC 544
MOLINA HEALTHCARE INC 469
AMERICAN EXPRESS CO 436
RESTAURANT BRANDS INTL INC 423
2026-05-14
— No changes 10 held
Portfolio after this update (10 stocks)
AMAZON COM INC 1384
ALPHABET INC 1042
MICROSOFT CORP 891
SPOTIFY TECHNOLOGY S A 623
NETFLIX INC 595
UNITEDHEALTH GROUP INC 593
UBER TECHNOLOGIES INC 544
MOLINA HEALTHCARE INC 469
AMERICAN EXPRESS CO 436
RESTAURANT BRANDS INTL INC 423
2026-04-18
— No changes 10 held
Portfolio after this update (10 stocks)
AMAZON COM INC 1390
ALPHABET INC 1088
MICROSOFT CORP 911
NETFLIX INC 667
SPOTIFY TECHNOLOGY S A 624
UNITEDHEALTH GROUP INC 618
UBER TECHNOLOGIES INC 552
MOLINA HEALTHCARE INC 474
RESTAURANT BRANDS INTL INC 439
AMERICAN EXPRESS CO 439
2026-04-10
— No changes 10 held
Portfolio after this update (10 stocks)
AMAZON COM INC 1147
ALPHABET INC 915
MICROSOFT CORP 702
NETFLIX INC 589
UNITEDHEALTH GROUP INC 570
SPOTIFY TECHNOLOGY S A 552
MOLINA HEALTHCARE INC 474
RESTAURANT BRANDS INTL INC 439
UBER TECHNOLOGIES INC 427
AMERICAN EXPRESS CO 381
2026-03-23
— No changes 10 held
Portfolio after this update (10 stocks)
AMAZON COM INC 689
ALPHABET INC 460
MICROSOFT CORP 435
NETFLIX INC 371
MOLINA HEALTHCARE INC 337
SPOTIFY TECHNOLOGY S A 325
RESTAURANT BRANDS INTL INC 321
UNITEDHEALTH GROUP INC 319
UBER TECHNOLOGIES INC 291
AMERICAN EXPRESS CO 285
2026-03-13
▲ 10 bought 10 held
▲ Bought
AMAZON COM INC
512
Held by 11 tracked investor(s). Conviction score: 511.59. Berkshire Hathaway (Buffett): decreased -77% (0.2% of their portfolio) | Baupost Group (Klarman): NEW position (9.3% of their portfolio) | Per…
MOLINA HEALTHCARE INC
299
Held by 4 tracked investor(s). Conviction score: 299.43. Baupost Group (Klarman): NEW position (2.0% of their portfolio) | Scion Asset Mgmt (Burry): NEW position (35.1% of their portfolio) | D.E. Shaw…
MICROSOFT CORP
280
Held by 8 tracked investor(s). Conviction score: 279.87. Viking Global Investors: NEW position (4.1% of their portfolio) | Tiger Global Management: decreased -16% (8.9% of their portfolio) | Coatue Ma…
ALPHABET INC
277
Held by 8 tracked investor(s). Conviction score: 276.75. Berkshire Hathaway (Buffett): unchanged (2.0% of their portfolio) | Pershing Square (Ackman): decreased -86% (1.4% of their portfolio) | Viking…
NETFLIX INC
241
Held by 4 tracked investor(s). Conviction score: 241.27. Tiger Global Management: increased +1108% (0.8% of their portfolio) | Coatue Management: increased +1655% (2.5% of their portfolio) | D.E. Shaw…
UNITEDHEALTH GROUP INC
233
Held by 6 tracked investor(s). Conviction score: 232.83. Berkshire Hathaway (Buffett): unchanged (0.6% of their portfolio) | Viking Global Investors: NEW position (1.1% of their portfolio) | Tiger Glo…
UBER TECHNOLOGIES INC
230
Held by 5 tracked investor(s). Conviction score: 230.33. Pershing Square (Ackman): unchanged (15.9% of their portfolio) | Tiger Global Management: unchanged (0.0% of their portfolio) | Appaloosa Manag…
AMERICAN EXPRESS CO
215
Held by 4 tracked investor(s). Conviction score: 214.57. Berkshire Hathaway (Buffett): unchanged (20.5% of their portfolio) | Elliott Investment Mgmt: unchanged (0.1% of their portfolio) | D.E. Shaw &…
SPOTIFY TECHNOLOGY S A
200
Held by 5 tracked investor(s). Conviction score: 200.33. Tiger Global Management: unchanged (2.5% of their portfolio) | Coatue Management: increased +36% (3.6% of their portfolio) | Third Point (Loeb)…
RESTAURANT BRANDS INTL INC
196
Held by 4 tracked investor(s). Conviction score: 195.58. Baupost Group (Klarman): decreased -2% (10.4% of their portfolio) | Pershing Square (Ackman): unchanged (10.1% of their portfolio) | D.E. Shaw …
Portfolio after this update (10 stocks)
AMAZON COM INC 512
MOLINA HEALTHCARE INC 299
MICROSOFT CORP 280
ALPHABET INC 277
NETFLIX INC 241
UNITEDHEALTH GROUP INC 233
UBER TECHNOLOGIES INC 230
AMERICAN EXPRESS CO 215
SPOTIFY TECHNOLOGY S A 200
RESTAURANT BRANDS INTL INC 196
⚠ Disclaimer: This history is for informational purposes only. No real trades are made. Past model output does not predict future results. Adrian Bogen cannot be held liable for any investment decisions made using this information.

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