Recent 13F disclosures show that large funds heavily favored blue-chip companies and Mag 7 names in Q2, led by top-bought stocks $MSFT, $META, $V, $AMZN, $BRK.B, $SPGI, $GOOG, $DIS, $COF, and $TMO. $UBER saw major accumulation from prominent investors including Ackman, Tepper, and Terry Smith, making it a compelling play due to massive free cash flow growth. Meanwhile, $GOOGL experienced significant selling pressure from 26 larger funds, though Berkshire increased its stake by 45%, and Peter Thiel disclosed a $418M portfolio heavily allocated to energy names like $AMZN, $VIST, $VST, $AEP, $DTE, $FE, $CMS, and $XE.