With the 13F frenzy, we now have the top 10 superinvestor buys for Q1. Here they are.

ecm27 · 2026-05-15T22:10:43+00:00

=== SUMMARY === - Post lists the top 10 stocks most bought by superinvestors in Q1 2026, sourced from Dataroma’s aggregated 13F data. - Author highlights that GOOG is absent from the list and notes Fiserv (FISV) has strong buying momentum over the past two quarters. - The thesis is implied: following superinvestor buying patterns can reveal value or conviction plays. - Quality assessment: This is data aggregation, not original DD. Useful as a sentiment signal but lacks the author’s own fundamental analysis. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - MSFT | confidence: 0.50 | sentiment: +0.30 Speaker: u/ecm27 Thesis: 1. THE FACT: MSFT is the #1 most bought stock by superinvestors in Q1 2026. 2. THE BRIDGE: Superinvestor accumulation often precedes sustained institutional demand, especially for a mega-cap with strong fundamentals. 3. THE VERDICT: A long position captures momentum from smart money inflows. 4. RISKS: Heavy consensus positioning could limit upside; macro headwinds for tech. Timeframe: medium-term Key Points: - Most bought stock among superinvestors - Strong institutional conviction signal - Mega-cap with stable cash flows TICKER - META | confidence: 0.50 | sentiment: +0.30 Speaker: u/ecm27 Thesis: 1. THE FACT: META is the #3 most bought stock by superinvestors in Q1 2026. 2. THE BRIDGE: Value-oriented investors are rotating into META amid cost discipline and AI monetization. 3. THE VERDICT: Long entry aligns with renewed institutional interest. 4. RISKS: Regulatory risks; ad revenue cyclicality. Timeframe: medium-term Key Points: - Strong superinvestor buying trend - Cost cuts and AI catalysts - Regulatory overhang remains TICKER - FISV | confidence: 0.50 | sentiment: +0.30 Speaker: u/ecm27 Thesis: 1. THE FACT: Fiserv is #6 most bought stock over the past two quarters, per the author’s comment. 2. THE BRIDGE: Persistent accumulation across quarters suggests a deep value or turnaround thesis gaining traction. 3. THE VERDICT: Long on cont

u/ecm27 · Reddit — r/ValueInvesting · May 15, 2026 at 22:10 · ⬆ 22 pts · 💬 10 comments | View on Reddit ↗

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Summary

Post lists the top 10 stocks most bought by superinvestors in Q1 2026, sourced from Dataroma’s aggregated 13F data.
Author highlights that GOOG is absent from the list and notes Fiserv (FISV) has strong buying momentum over the past two quarters.
The thesis is implied: following superinvestor buying patterns can reveal value or conviction plays.
Quality assessment: This is data aggregation, not original DD. Useful as a sentiment signal but lacks the author’s own fundamental analysis.

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