Roberts & Ryan, Inc.
Report published August 17, 2026
Roberts & Ryan Q2 2026 13F Review: Institutional Portfolio Shifts & Mega-Cap Tech Rotation
Source and citation context
- Issuer
- Roberts & Ryan, Inc.
- Report date
- August 17, 2026
- Analysis as of
- Not stated in source
Authors / editors: Dennis Ulikowski Jr.
Finvaulta summarizes Roberts & Ryan, Inc.'s analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Portfolio PositioningDerivativesEquitiesCommunication ServicesConsumer Discretionary
This Roberts & Ryan report summarizes Q2 2026 Form 13F portfolio disclosures across more than 40 major hedge funds and institutional managers. It details new positions, share increases, maintained stakes, exits, and reductions across prominent equities.
Key Takeaways
- 1.Top institutional investors actively rotated Mega-Cap Tech and Semiconductor names during Q2 2026, with widespread shifts across GOOG/GOOGL, AMZN, MSFT, META, NVDA, and TSM.
- 2.SPCX emerged as a notable new consensus holding or large allocation among major funds including Public Investment Fund (154.15M shares), D1 Capital (126.0M shares), and NVIDIA (122.76M shares).
- 3.Warren Buffett's Berkshire Hathaway substantially built out its Alphabet position (GOOGL to 78.79M shares and GOOG to 27.19M shares) and added to DAL, M, LEN, and NYT while trimming BAC to 483.39M shares.
Table of Contents
- Trian Fund (Nelson Peltz)
- Meritage Group
- Iconiq Capital
- Baupost Group (Seth Klarman)
- Long Pond (John Koury)
- Marathon Partners
- Mizuho Financial
- Kerrisdale Advisers
- Leon Cooperman
- SRS Investment (Karthik Sarma)
- TCI Fund Management (Chris Hohn)
- Scopia Capital (Matt Sirovich and Jeremy Mindich)
- Public Investment Fund (Saudi Arabia sovereign wealth fund)
- D1 Capital
- Softbank
- Soros Capital
- Impactive Capital (Lauren Taylor Wolfe and Christian Alejandro)
- Lansdowne Partners
- Engaged Capital (Glenn Welling)
- Tiger Global (Chase Coleman)
- Discovery Capital (Rob Citrone)
- Himalaya Capital (Li Lu)
- Duquesne (Stanley Druckenmiller)
- Jana Partners (Barry Rosenstein)
- Appaloosa (David Tepper)
- Berkshire Hathaway (Warren Buffett)
- Corvex Management (Keith Meister)
- Glenview Capital (Larry Robbins and Mark Horowitz)
- Starboard Value (Jeffrey Smith)
- Carl Icahn
- Viking Global (Andreas Halvorsen)
- NVIDIA
- ValueAct (Jeffrey Ubben and Bradley Singer)
- DME / Greenlight Capital (David Einhorn)
- Lone Pine (Steve Mandel)
- Advanced Micro Devices
- Altimeter Capital (Brad Gerstner)
- Gates Foundation
- Miller Value Partners (Bill Miller)
- Soros Fund (George Soros)
- Third Point (Dan Loeb)
- Land & Buildings
- Sachem Head Capital
- Thiel Macro (Peter Thiel)
- Paulson & Co (John Paulson)
- Elliott Management (Paul Singer)
- Pershing Square (Bill Ackman)
Report data
Roberts & Ryan Logo
| Metric | Estimate | Context |
|---|---|---|
| Berkshire Hathaway GOOGL shareholding | 78.79 million shares | Berkshire Hathaway increased its Alphabet Class A equity position. |
| Berkshire Hathaway GOOG shareholding | 27.19 million shares | Berkshire Hathaway increased its Alphabet Class C equity position. |
| Public Investment Fund SPCX shareholding | 154.15 million shares | PIF disclosed a new position in SPCX. |
| D1 Capital SPCX shareholding | 126.0 million shares | D1 Capital established a new position in SPCX. |
| NVIDIA SPCX shareholding | 122.76 million shares | NVIDIA disclosed a new position in SPCX in its 13F filing. |
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Authors / Editors
Dennis Ulikowski Jr.
Reported Data Context
- Berkshire Hathaway GOOGL shareholding: 78.79 million shares (Q2 2026) · Source: 13F filing
- Berkshire Hathaway GOOG shareholding: 27.19 million shares (Q2 2026) · Source: 13F filing
- Public Investment Fund SPCX shareholding: 154.15 million shares (Q2 2026) · Source: 13F filing
- D1 Capital SPCX shareholding: 126.0 million shares (Q2 2026) · Source: 13F filing
- NVIDIA SPCX shareholding: 122.76 million shares (Q2 2026) · Source: 13F filing
Securities
GOOGLNVDANFLXBACGOOGSPCX
Themes
Quarterly 13F Hedge Fund and Institutional PositioningMega-Cap Tech Rebalancing & Semiconductor Portfolio Shifts
Regions
North AmericaMiddle EastUnited StatesSaudi Arabia