With most 13Fs released, Here are superinvestors' top 10 buys from q2

ecm27 · 2026-08-15T11:18:18+00:00

=== SUMMARY === - Post aggregates Q2 13F filings via Dataroma, listing the top ten stocks superinvestors bought. - Author highlights Meta’s top portfolio concentration, S&P Global’s strong position, and Mastercard’s large dollar buys. - This is a curated data summary rather than original fundamental DD; useful signal, but no valuation thesis provided. === SENTIMENT === BULLISH === TRADE IDEAS === META - LONG | confidence: 0.55 | sentiment: +0.3 Speaker: u/ecm27 Thesis: 1. THE FACT: Meta was the top superinvestor buy on a percentage basis at 0.21% of all tracked portfolios. 2. THE BRIDGE: Elite value investors concentrating into Meta signals durable cash flows and perceived undervaluation. 3. THE VERDICT: META is a reasonable long to research further, but the post gives no specific entry or valuation. 4. RISKS: 13F filings are lagging and may miss exit timing or hedging. Timeframe: medium-term Key Points: - META top superinvestor buy (% basis) - Strong elite value manager signal - No valuation or entry detail - Lagging 13F data risk SPGI - LONG | confidence: 0.55 | sentiment: +0.3 Speaker: u/ecm27 Thesis: 1. THE FACT: SPGI ranks second in superinvestor portfolio concentration at 0.19%. 2. THE BRIDGE: High concentration among top investors points to a strong moat in ratings and financial data. 3. THE VERDICT: SPGI is a quality compounder favored by value investors; follow but build a full valuation case. 4. RISKS: Regulatory pressure, ratings cyclicality, and competition in data services. Timeframe: medium-term Key Points: - SPGI 0.19% portfolio concentration - Strong ratings/data moat - Watch cyclical and regulatory risks - Follow-only without valuation case AMZN - LONG | confidence: 0.55 | sentiment: +0.3 Speaker: u/ecm27 Thesis: 1. THE FACT: Amazon is third at 0.155% of superinvestor portfolios, with a big drop from the top two. 2. THE BRIDGE: Broad superinvestor buying suggests improving retail margins and continued AWS strength. 3. THE VERDICT: AMZN is a cons

u/ecm27 · Reddit — r/ValueInvesting · August 15, 2026 at 11:18 · ⬆ 15 pts · 💬 16 comments | View on Reddit ↗

AI Summary

Summary

Post aggregates Q2 13F filings via Dataroma, listing the top ten stocks superinvestors bought.
Author highlights Meta’s top portfolio concentration, S&P Global’s strong position, and Mastercard’s large dollar buys.
This is a curated data summary rather than original fundamental DD; useful signal, but no valuation thesis provided.

Score 15

Comments 16

Upvote % 90%

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Ideas

u/ecm27 Reddit r/ValueInvesting

Meta was the top superinvestor buy on a percentage basis at 0.21% of all tracked portfolios. Elite value investors concentrating into Meta signals durable cash flows and perceived undervaluation. META is a reasonable long to research further, but the post gives no specific entry or valuation. 13F filings are lagging and may miss exit timing or hedging.

u/ecm27 Reddit r/ValueInvesting

SPGI ranks second in superinvestor portfolio concentration at 0.19%. High concentration among top investors points to a strong moat in ratings and financial data. SPGI is a quality compounder favored by value investors; follow but build a full valuation case. Regulatory pressure, ratings cyclicality, and competition in data services.

u/ecm27 Reddit r/ValueInvesting

Mastercard ranked 15th in total investor buys but had significant dollar amounts. Large dollar purchases indicate high-conviction accumulation in a wide-moat payment network. MA is a durable long-term compounder highlighted as an outsized dollar buy. Interchange fee regulation and valuation compression risk.

u/ecm27 Reddit r/ValueInvesting

Amazon is third at 0.155% of superinvestor portfolios, with a big drop from the top two. Broad superinvestor buying suggests improving retail margins and continued AWS strength. AMZN is a consensus value/quality long supported by elite accumulation. Consumer spending slowdown and heavy cloud/AI capex pressure.

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This Reddit post, published August 15, 2026, features u/ecm27 discussing META, SPGI, MA, AMZN. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: u/ecm27 · Tickers: META, SPGI, MA, AMZN

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