Smart Money Analisi delle sovrapposizioni
Azioni detenute da 2 o più top manager — basato sulle comunicazioni SEC 13F Q4 2025
2+ Manager
3+ Manager
4+ Manager
Ticker Aziende Manager Numero Convinzione
Fonte: comunicazioni SEC 13F (Q4 2025). Mostra solo le posizioni long azionarie dichiarate. Non include opzioni, vendite allo scoperto o posizioni non soggette a obbligo di comunicazione. Aggiornato trimestralmente.
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{ticker:”MA”,name:”Mastercard Inc.”,managers:[“Terry Smith”,”Warren Buffett”,”Joel Greenblatt”],count:3},
{ticker:”V”,name:”Visa Inc.”,managers:[“Bill Ackman”,”Terry Smith”,”Joel Greenblatt”],count:3},
{ticker:”GOOGL”,name:”Alphabet Inc.”,managers:[“Li Lu”,”Joel Greenblatt”,”Stanley Druckenmiller”],count:3},
{ticker:”META”,name:”Meta Platforms Inc.”,managers:[“Bill Ackman”,”David Einhorn”,”David Tepper”],count:3},
{ticker:”MSFT”,name:”Microsoft Corp.”,managers:[“Stanley Druckenmiller”,”Howard Marks”,”David Tepper”],count:3},
{ticker:”AMZN”,name:”Amazon.com Inc.”,managers:[“Bill Ackman”,”David Tepper”,”Seth Klarman”],count:3},
{ticker:”NVDA”,name:”NVIDIA Corp.”,managers:[“Stanley Druckenmiller”,”David Tepper”,”Joel Greenblatt”],count:3},
{ticker:”SPY”,name:”SPDR S&P 500 ETF”,managers:[“Ray Dalio”,”David Tepper”],count:2},
{ticker:”BN”,name:”Brookfield Corp.”,managers:[“Chris Hohn”,”Bill Ackman”],count:2},
{ticker:”BRK.B”,name:”Berkshire Hathaway B”,managers:[“Howard Marks”,”Mohnish Pabrai”],count:2},
{ticker:”GE”,name:”GE Aerospace”,managers:[“Dan Loeb”,”David Tepper”],count:2},
{ticker:”GS”,name:”Goldman Sachs Group”,managers:[“David Tepper”,”Warren Buffett”],count:2},
{ticker:”PLTR”,name:”Palantir Technologies”,managers:[“Michael Burry”,”Stanley Druckenmiller”],count:2},
{ticker:”UBER”,name:”Uber Technologies Inc.”,managers:[“Chris Hohn”,”Dan Loeb”],count:2}
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