13F Existing-Position Changes Q2 2026 — 698 managers ≥ $5B reported long value2026年Q2 13F存量持仓变化：698家管理人（多头市值≥50亿美元）

📊 13F Net Flow Q2 2026 (corrected)

From 698 managers with reported 13F long value ≥ $5B

🟢 Net position increases — top 20

• Google (GOOGL) · net +$28.4B (272 buy / 303 sell)

• Alphabet Inc. (GOOG) · net +$25.9B (271 buy / 265 sell)

• Advanced Micro Devices, Inc. (AMD) · net +$20.0B (270 buy / 220 sell)

• Amazon.com, Inc. (AMZN) · net +$11.9B (338 buy / 247 sell)

• Broadcom Inc. (AVGO) · net +$10.8B (291 buy / 251 sell)

• Tesla, Inc. (TSLA) · net +$7.5B (305 buy / 196 sell)

• CoreWeave, Inc. Class A Common… (CRWV) · net +$6.7B (186 buy / 58 sell)

• Nebius Group N.V. (NBIS) · net +$6.7B (140 buy / 89 sell)

• Lam Research Corporation (LRCX) · net +$6.3B (233 buy / 248 sell)

• Applied Materials, Inc. (AMAT) · net +$5.9B (237 buy / 262 sell)

• Oracle Corporation (ORCL) · net +$5.1B (260 buy / 230 sell)

• Palantir Technologies Inc. (PLTR) · net +$4.9B (224 buy / 235 sell)

• American Electric Power Compan… (AEP) · net +$4.4B (247 buy / 169 sell)

• Medline Inc. (MDLN) · net +$4.3B (105 buy / 40 sell)

• Keurig Dr Pepper Inc. (KDP) · net +$3.4B (171 buy / 152 sell)

• NVIDIA Corporation (NVDA) · net +$3.2B (310 buy / 264 sell)

• Snowflake Inc. (SNOW) · net +$3.0B (198 buy / 165 sell)

• The Southern Company (SO) · net +$2.9B (258 buy / 159 sell)

• Lumentum Holdings Inc. (LITE) · net +$2.5B (250 buy / 117 sell)

• United Parcel Service, Inc. (UPS) · net +$2.2B (227 buy / 189 sell)

🔴 Net position decreases — top 20

• Micron Technology, Inc. (MU) · net −$21.4B (253 buy / 250 sell)

• Western Digital Corporation (WDC) · net −$10.0B (198 buy / 204 sell)

• QUALCOMM Incorporated (QCOM) · net −$8.7B (184 buy / 295 sell)

• Exxon Mobil Corporation (XOM) · net −$7.3B (189 buy / 257 sell)

• Microsoft Corporation (MSFT) · net −$6.9B (301 buy / 290 sell)

• Salesforce, Inc. (CRM) · net −$5.9B (170 buy / 320 sell)

• Bank of America Corporation (BAC) · net −$5.1B (256 buy / 261 sell)

• Dell Technologies Inc. (DELL) · net −$5.1B (186 buy / 231 sell)

• Taiwan Semiconductor Manufactu… (TSM) · net −$4.8B (247 buy / 236 sell)

• Texas Instruments Incorporated (TXN) · net −$4.7B (281 buy / 206 sell)

• American Express Company (AXP) · net −$4.2B (222 buy / 260 sell)

• ServiceNow, Inc. (NOW) · net −$4.0B (229 buy / 247 sell)

• JPMorgan Chase & Co. (JPM) · net −$3.9B (258 buy / 286 sell)

• Quanta Services, Inc. (PWR) · net −$3.7B (212 buy / 199 sell)

• Hilton Worldwide Holdings Inc. (HLT) · net −$3.4B (198 buy / 211 sell)

• Mastercard Incorporated (MA) · net −$3.3B (225 buy / 306 sell)

• Flex Ltd. (FLEX) · net −$3.2B (142 buy / 160 sell)

• Howmet Aerospace Inc. (HWM) · net −$3.2B (229 buy / 181 sell)

• Cisco Systems, Inc. (CSCO) · net −$3.2B (202 buy / 298 sell)

• Abbott Laboratories (ABT) · net −$3.1B (188 buy / 289 sell)