Smart-Money Radar

Who's quietly accumulating — names where super-investors initiated or added last quarter (13F) and/or members of Congress are net buyers. The ⤓ dip badge flags names being bought while they're down. Follow-the-money, not advice.

Universe

80 names · 13F as of latest filings · Aug 15

15.3SPCXSpace Exploration Technologies Corp.⤓ buying the dip
Communication Services · $1.8T
-13% YTD
-38% vs high
Daniel Loeb initiatedDavid Tepper initiatedPhilippe Laffont initiatedChase Coleman initiatedAlex Sacerdote initiated
● Congress: 7 buys vs 0 sells · 6 members (150d)
13.7AMDAdvanced Micro Devices, Inc.
Information Technology · $840B
+140% YTD
-12% vs high
Stanley Druckenmiller initiatedPhilippe Laffont initiatedChase Coleman initiatedBill Nygren initiatedAlex Sacerdote added +2081%
● Congress: 7 buys vs 1 sells · 3 members (150d)
13.3METAMeta Platforms, Inc.⤓ buying the dip
Communication Services · $1.5T
-11% YTD
-25% vs high
Lee Ainslie initiatedJonathan Auerbach initiatedDavid Tepper added +55%Andreas Halvorsen added +76%Keith Meister added +11567%Larry Robbins added +191%David Rolfe added +16%
● Congress: 5 buys vs 3 sells · 5 members (150d)
10.6AMZNAmazon.com, Inc.
Consumer Discretionary · $2.8T
+14% YTD
-9% vs high
Bill Ackman added +19%Seth Klarman added +20%David Tepper added +16%Stanley Druckenmiller added +1083%Philippe Laffont added +49%Andreas Halvorsen added +210%David Rolfe added +36%Alex Sacerdote added +35%
10.2CVNACarvana Co.⤓ buying the dip
Consumer Discretionary · $112B
-10% YTD
-22% vs high
Philippe Laffont added +381%Lee Ainslie added +528%Andreas Halvorsen added +343%David Craver & Kelly Granat added +500%Scott Ferguson added +466%Dan Davidowitz added +410%Alex Sacerdote added +386%
9.8FDXFFedEx Freight Holding Company, Inc.⤓ buying the dip
Industrials · $22B
-0% YTD
-25% vs high
Dodge & Cox initiatedAndreas Halvorsen initiatedJohn Rogers initiatedMichael Larson initiated
9.3ZTSZoetis Inc.⤓ buying the dip
Health Care · $30B
-41% YTD
-54% vs high
Tom Gayner initiatedTweedy, Browne Co. initiatedBill Smead initiated
● Congress: 3 buys vs 1 sells · 2 members (150d)
9TSMTSM
— · —
— YTD
— vs high
Dodge & Cox added +1237%David Tepper added +24%Leopold Aschenbrenner added +11714%Eric Mandelblatt added +13%Terry Smith added +14323%
● Congress: 3 buys vs 0 sells · 2 members (150d)
9INTCIntel Corporation⤓ buying the dip
Information Technology · $542B
+178% YTD
-28% vs high
Philippe Laffont initiatedBill Nygren initiatedAlex Sacerdote initiatedChase Coleman added +160%
9CBRSCBRS
— · —
— YTD
— vs high
Leopold Aschenbrenner initiatedPhilippe Laffont initiatedChase Coleman initiatedAlex Sacerdote initiated
8.6GOOGLAlphabet Inc.⤓ buying the dip
Communication Services · $4.2T
+11% YTD
-15% vs high
Stanley Druckenmiller initiatedWarren Buffett added +45%Daniel Loeb added +486%Philippe Laffont added +13%Eric Mandelblatt added +13%
8.6BKNGBooking Holdings Inc.⤓ buying the dip
Consumer Discretionary · $159B
-1% YTD
-9% vs high
Bill Nygren initiatedJoel Greenblatt added +3069%Dodge & Cox added +2460%David Rolfe added +2317%David Poppe added +2375%
8.5HDHome Depot, Inc. (The)⤓ buying the dip
Consumer Discretionary · $347B
-2% YTD
-21% vs high
David Craver & Kelly Granat initiatedMichael Larson initiatedAndreas Halvorsen added +83%
● Congress: 5 buys vs 3 sells · 5 members (150d)
8.2DHRDanaher Corporation⤓ buying the dip
Health Care · $142B
-12% YTD
-17% vs high
Chase Coleman initiatedSteven Romick initiatedDodge & Cox added +1463%Larry Robbins added +633%
8FWONKFormula One Group
Communication Services · $26B
+5% YTD
-5% vs high
Joel Greenblatt initiatedKeith Meister initiated
● Congress: 6 buys vs 0 sells · 1 member (150d)
7.8NFLXNetflix, Inc.⤓ buying the dip
Communication Services · $325B
-17% YTD
-38% vs high
Tom Gayner initiatedWally Weitz initiatedTerry Smith initiated
7.7MUMicron Technology, Inc.⤓ buying the dip
Information Technology · $997B
+240% YTD
-23% vs high
Bill Nygren initiatedLeopold Aschenbrenner added +27712%Philippe Laffont added +1794%
● Congress: 4 buys vs 2 sells · 5 members (150d)
7.7UBERUber Technologies, Inc.⤓ buying the dip
Industrials · $155B
-7% YTD
-26% vs high
Terry Smith initiatedDavid Tepper added +21%Jonathan Auerbach added +8%
● Congress: 3 buys vs 1 sells · 3 members (150d)
7.6MSFTMicrosoft Corporation
Information Technology · $3.7T
+2% YTD
-11% vs high
Bill Ackman initiatedPhilippe Laffont added +18%Bill Nygren added +915%David Rolfe added +21%
● Congress: 11 buys vs 10 sells · 13 members (150d)
7COFCapital One Financial Corporation⤓ buying the dip
Financials · $139B
-6% YTD
-12% vs high
John Rogers initiatedWally Weitz initiatedDaniel Loeb added +489%
7STMSTM
— · —
— YTD
— vs high
Leopold Aschenbrenner initiatedScott Ferguson initiatedLarry Robbins initiated
7MLMMartin Marietta Materials, Inc.⤓ buying the dip
Materials · $33B
-12% YTD
-23% vs high
Chris Hohn initiatedWally Weitz added +19%
● Congress: 4 buys vs 1 sells · 2 members (150d)
6.9PGRThe Progressive Corporation⤓ buying the dip
Financials · $122B
-2% YTD
-18% vs high
Bruce Berkowitz added +9%John Rogers added +5732%David Rolfe added +27%
● Congress: 2 buys vs 0 sells · 2 members (150d)
6.8COOThe Cooper Companies, Inc.⤓ buying the dip
Health Care · $15B
-7% YTD
-15% vs high
Barry Rosenstein initiatedBill Nygren initiated
● Congress: 2 buys vs 0 sells · 1 member (150d)
6.6GOOGAlphabet Inc.⤓ buying the dip
Communication Services · $4.2T
+9% YTD
-15% vs high
Warren Buffett added +658%Seth Klarman added +16%Chris Hohn added +12%Bill Nygren added +118%
6.6VVisa Inc.
Financials · $680B
+4% YTD
-3% vs high
Chase Coleman initiatedDodge & Cox added +630555%Eric Mandelblatt added +11%David Craver & Kelly Granat added +79%
6.2PFGCPerformance Food Group Company
Consumer Staples · $17B
+19% YTD
-9% vs high
Daniel Loeb initiatedLee Ainslie initiatedDavid Craver & Kelly Granat added +47%
5.8WBDWarner Bros. Discovery, Inc.⤓ buying the dip
Communication Services · $70B
-3% YTD
-7% vs high
Daniel Loeb initiatedDavid Einhorn initiated
5.8DHID.R. Horton, Inc.⤓ buying the dip
Consumer Discretionary · $42B
+3% YTD
-19% vs high
Warren Buffett initiatedStanley Druckenmiller initiated
5.8VEEVVeeva Systems Inc.⤓ buying the dip
Health Care · $40B
+9% YTD
-21% vs high
David Poppe initiatedTerry Smith initiated
5.8VMCVulcan Materials Company⤓ buying the dip
Materials · $37B
-1% YTD
-15% vs high
Chris Hohn initiatedLee Ainslie initiated
5.8INSMInsmed Incorporated⤓ buying the dip
Health Care · $27B
-29% YTD
-42% vs high
Derrick Tang initiatedLee Ainslie initiated
5.8MKSIMKS Inc.⤓ buying the dip
Information Technology · $21B
+94% YTD
-31% vs high
Scott Ferguson initiatedLarry Robbins initiated
5.8TTMITTM Technologies, Inc.⤓ buying the dip
Information Technology · $15B
+103% YTD
-37% vs high
Daniel Loeb initiatedDavid Craver & Kelly Granat initiated
5.8HUTHut 8 Corp.⤓ buying the dip
Information Technology · $11B
+86% YTD
-39% vs high
Stanley Druckenmiller initiatedPhilippe Laffont initiated
5.8APLDApplied Digital Corporation⤓ buying the dip
Information Technology · $9B
+27% YTD
-38% vs high
Chase Coleman initiatedDan Davidowitz initiated
5.5DASHDoorDash, Inc.⤓ buying the dip
Consumer Discretionary · $95B
-4% YTD
-24% vs high
Tom Russo added +18%
● Congress: 8 buys vs 1 sells · 2 members (150d)
5.4LENLennar Corporation⤓ buying the dip
Consumer Discretionary · $21B
-16% YTD
-40% vs high
Warren Buffett added +30%Edgar Wachenheim added +6%Bill Smead added +27%
5.4FUTUFUTU
— · —
— YTD
— vs high
Dodge & Cox initiatedHarris Kupperman added +122%Lei Zhang added +25%
5LLYEli Lilly and Company
Health Care · $1.1T
+10% YTD
-6% vs high
Alap Shah initiatedLarry Robbins initiated
5GEVGE Vernova Inc.
Industrials · $283B
+63% YTD
-11% vs high
Dan Davidowitz initiatedTerry Smith initiated
5SNOWSnowflake Inc.
Information Technology · $114B
+50% YTD
-4% vs high
Lee Ainslie initiatedAlex Sacerdote initiated
5KKRKKR & Co. Inc.⤓ buying the dip
Financials · $105B
-11% YTD
-25% vs high
Dodge & Cox initiatedMason Morfit added +8%
5DLRDigital Realty Trust, Inc.
Real Estate · $75B
+29% YTD
-4% vs high
Andreas Halvorsen initiatedJonathan Auerbach initiated
5HONHoneywell International Inc.
Industrials · $74B
+14% YTD
-10% vs high
Joel Greenblatt initiatedDodge & Cox initiated
5PYPLPayPal Holdings, Inc.⤓ buying the dip
Financials · $53B
+6% YTD
-22% vs high
David Einhorn initiatedSteven Romick added +54%
5VSTVistra Corp.⤓ buying the dip
Utilities · $50B
-8% YTD
-33% vs high
Keith Meister initiatedDavid Tepper added +10%
5GEHCGE HealthCare Technologies Inc.⤓ buying the dip
Health Care · $33B
-10% YTD
-18% vs high
Steven Romick initiatedNelson Peltz added +76194%
5DDDuPont de Nemours, Inc.
Industrials · $20B
+21% YTD
-7% vs high
Joel Greenblatt initiatedDodge & Cox initiated
5DTDynatrace, Inc.
Information Technology · $14B
+13% YTD
-8% vs high
Jeff Smith initiatedJohn Rogers initiated
5BRKRBruker Corporation
Health Care · $9B
+22% YTD
-12% vs high
Scott Ferguson initiatedLarry Robbins initiated
5HONAHONA
— · —
— YTD
— vs high
Joel Greenblatt initiatedDodge & Cox initiated
5TDGTransdigm Group Incorporated⤓ buying the dip
Industrials · $69B
-5% YTD
-14% vs high
Daniel Loeb added +216%
● Congress: 11 buys vs 0 sells · 1 member (150d)
5LTHLife Time Group Holdings, Inc.
Consumer Discretionary · $10B
+70% YTD
-4% vs high
Alap Shah initiated
● Congress: 9 buys vs 0 sells · 1 member (150d)
4.8AMATApplied Materials, Inc.⤓ buying the dip
Information Technology · $403B
+97% YTD
-31% vs high
David Craver & Kelly Granat initiated
● Congress: 4 buys vs 1 sells · 3 members (150d)
4.6MELIMELI
— · —
— YTD
— vs high
Tom Gayner added +340%Chase Coleman added +13%Wally Weitz added +15%
4.5VLTOVeralto Corporation⤓ buying the dip
Industrials · $24B
-2% YTD
-11% vs high
Wally Weitz added +94%
● Congress: 5 buys vs 0 sells · 1 member (150d)
4.2XOMExxonMobil Holdings Corporation
Energy · $658B
+33% YTD
-9% vs high
Tom Russo initiatedTom Gayner added +19%
4.2UNPUnion Pacific Corporation
Industrials · $174B
+27% YTD
-7% vs high
Andreas Halvorsen initiatedDaniel Loeb added +250%
4.2COHRCoherent Corp.⤓ buying the dip
Information Technology · $64B
+77% YTD
-26% vs high
Lei Zhang added +50%Alex Sacerdote added +25%
4.2DALDelta Air Lines, Inc.
Industrials · $59B
+29% YTD
-7% vs high
Stanley Druckenmiller initiatedWarren Buffett added +44%
4.2XYZBlock, Inc.
Financials · $50B
+27% YTD
-4% vs high
Daniel Loeb initiatedChase Coleman added +14%
4.2SHAZSHAZ
— · —
— YTD
— vs high
David Craver & Kelly Granat initiatedLeopold Aschenbrenner added +578%
4.2RSPRSP
— · —
— YTD
— vs high
Bill Nygren initiatedScott Ferguson added +35%
4.2VUGVUG
— · —
— YTD
— vs high
Bill Nygren initiatedDan Davidowitz added +357%
3.8BWXTBWX Technologies, Inc.⤓ buying the dip
Industrials · $16B
+0% YTD
-28% vs high
● Congress: 7 buys vs 0 sells · 1 member (150d)
3.4TMOThermo Fisher Scientific Inc
Health Care · $218B
+2% YTD
-9% vs high
Dodge & Cox added +11767%Larry Robbins added +150%
3.4AVTRAvantor, Inc.
Health Care · $9B
+19% YTD
-14% vs high
Edgar Wachenheim added +9%Mason Hawkins added +34%
3.4SHCSotera Health Company
Health Care · $5B
+7% YTD
-5% vs high
David Einhorn added +100%Scott Ferguson added +34%
3.4BRKBRK
— · —
— YTD
— vs high
Li Lu added +23%Bruce Berkowitz added +450%
3.3CAGConAgra Brands, Inc.⤓ buying the dip
Consumer Staples · $7B
-10% YTD
-23% vs high
Tweedy, Browne Co. initiated
● Congress: 2 buys vs 1 sells · 1 member (150d)
3.3TAT&T Inc.⤓ buying the dip
Communication Services · $171B
+0% YTD
-16% vs high
● Congress: 6 buys vs 2 sells · 4 members (150d)
3PANWPalo Alto Networks, Inc.
Information Technology · $313B
+109% YTD
-4% vs high
Stanley Druckenmiller initiated
● Congress: 3 buys vs 2 sells · 4 members (150d)
3EQTEQT Corporation⤓ buying the dip
Energy · $34B
+2% YTD
-20% vs high
Joel Greenblatt added +4485%
● Congress: 2 buys vs 0 sells · 1 member (150d)
3LPLALPL Financial Holdings Inc.
Financials · $29B
+4% YTD
-7% vs high
● Congress: 8 buys vs 0 sells · 1 member (150d)
3HUBBHubbell Incorporated
Industrials · $27B
+15% YTD
-10% vs high
● Congress: 11 buys vs 0 sells · 1 member (150d)
3ENTGEntegris, Inc.
Information Technology · $25B
+92% YTD
-13% vs high
● Congress: 8 buys vs 0 sells · 1 member (150d)
3BRK.BBRK.B
— · —
— YTD
— vs high
● Congress: 7 buys vs 2 sells · 3 members (150d)
3GILGIL
— · —
— YTD
— vs high
● Congress: 6 buys vs 1 sells · 2 members (150d)
3BEPBEP
— · —
— YTD
— vs high
● Congress: 7 buys vs 0 sells · 1 member (150d)