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Communication Services

Sector snapshot across all whales tracked on whalstreet · As of 2026-03-31
Stocks held
102
Whales with exposure
63
Aggregate $ exposure
$71.9B
Avg position weight
2.7%
Recent activity · Q1 2026
Top buys, sells, new positions, and exits in this sector
Top buys
Biggest net buy value
StockBuyersValue
SPOT · Spotify Technology S A1$211M
KT · Kt Corp.2$156M
OMC · Omnicom Group Inc.2$62M
ZG · Zillow Group Inc.1$23M
CMCSA · Comcast Corp. Cl A2$22M
ZD · Ziff Davis Inc.1$12M
TDAY · Usa Today Co. Inc.1$6M
VSNT · Versant Media Group Inc.1$1M
SPHR · Sphere Entertainment Co.1$933K
NYT · New York Times Co.1$584K
Top sells
Biggest net sell value
StockSellersValue
GOOGL · Alphabet Inc.10-$626M
META · Meta Platforms, Inc.4-$243M
TME · Tencent Music Entmt Group1-$204M
DIS · Disney Walt Co.7-$172M
GOOGL · Alphabet Inc.7-$150M
RBLX · Roblox Corp.1-$104M
TKO · Tko Group Holdings Inc.1-$95M
FWONA · Liberty Media Corp. Del1-$80M
WBD · Warner Bros Discovery Inc.2-$80M
PINS · Pinterest Inc.1-$78M
Hot new positions
First-time buys this quarter
StockWhalesValue
SPOT · Spotify Technology S A1$213M
KT · Kt Corp.1$154M
OMC · Omnicom Group Inc.1$63M
ZG · Zillow Group Inc.1$23M
CMCSA · Comcast Corp. Cl A1$16M
VSNT · Versant Media Group Inc.1$1M
TMUS · T-Mobile Us Inc.1$205K
Mass exits
Stocks the most whales fully exited
StockWhalesValue
WBD · Warner Bros Discovery Inc.2—
CHTR · Charter Communications Inc. N1—
Top stocks · Communication Services
Ranked by aggregate value held across all whales
StockHoldersAggregate heldMax weightCurrent price
GOOGL · Alphabet Inc.34$18.4B22.3%$400.71
GOOGL · Alphabet Inc.30$15.4B21.6%$400.71
META · Meta Platforms, Inc.25$11.1B20.9%$609.63
DIS · Disney Walt Co.20$3.2B9.9%$108.02
SIRI · Sirius Xm Holdings Inc.5$2.5B4.1%$27.10
APP · Applovin Corp.4$1.6B3.9%$468.55
CMCSA · Comcast Corp. Cl A12$1.5B3.3%$25.39
TTWO · Take-Two Interactive Softwar1$1.5B5.0%$220.45
FWONA · Liberty Media Corp. Del5$1.2B8.4%$85.95
LLYVA · Liberty Live Holdings Inc.2$1.2B4.3%$93.59
CHTR · Charter Communications Inc. N8$1.1B26.8%$154.86
SPOT · Spotify Technology S A6$1.1B2.5%$417.83
LYV · Live Nation Entertainment In7$926M7.5%$163.28
RDDT · Reddit Inc.1$884M3.0%$155.80
TMUS · T-Mobile Us Inc.2$762M2.0%$193.63
NFLX · Netflix Inc.6$721M5.1%$87.48
OMC · Omnicom Group Inc.5$675M2.1%$77.06
RBLX · Roblox Corp.3$620M6.9%$41.91
LLYVA · Liberty Live Holdings Inc.2$553M2.1%$93.59
TKO · Tko Group Holdings Inc.1$494M15.7%$186.79
NYT · New York Times Co.3$451M1.1%$79.41
ZG · Zillow Group Inc.2$436M4.0%$41.94
TDS · Telephone & Data Sys Inc.2$425M3.8%$46.47
SATS · Echostar Corp.2$396M4.3%$127.15
MSGE · Madison Square Garden Entmt1$371M4.0%$65.27
IAC · Iac Inc.3$345M6.9%$44.06
SPHR · Sphere Entertainment Co.2$304M3.3%$133.33
FOXA · Fox Corp.1$296M3.9%$62.94
LBRDA · Liberty Broadband Corp.3$251M1.9%$36.04
MANU · Manchester Utd Plc New3$242M1.7%$19.69
Top whales · Communication Services
Ranked by sector concentration weight (sum of position weights for stocks in this sector)
WhalePositionsSector weightSector $ exposure
Li Lu · Himalaya Capital Management LLC243.9%$1.6B
Nick Train · Lindsell Train Ltd.442.9%$1.3B
Chase Coleman · Tiger Global Management LLC1034.0%$10.1B
Ruane Cunniff · Ruane, Cunniff & Goldfarb L.P.1231.6%$2.0B
ValueAct Capital (Mason Morfit) · Valueact Holdings, L.P.629.7%$2.1B
First Pacific Advisors, LP1228.1%$2.1B
Tom Bancroft · Makaira Partners LLC126.8%$34M
Triple Frond Partners LLC425.3%$244M
Bill Ackman · Pershing Square Capital Management, L.P.325.2%$3.9B
Robert Vinall · Rv Capital Ag223.3%$100M
Pat Dorsey · Dorsey Asset Management, LLC322.6%$260M
Thomas Kahn · Kahn Brothers Group Inc.720.1%$113M
Francois Rochon · Giverny Capital Inc.419.4%$583M
Tom Russo · Gardner Russo & Quinn LLC619.2%$1.8B
David Rolfe · Wedgewood Partners Inc.218.1%$97M
Bryan Lawrence · Oakcliff Capital Partners, LP115.9%$37M
Bill Miller · Miller Value Partners, LLC315.8%$45M
Francis Chou · Chou Associates Management Inc.215.3%$31M
Samantha McLemore · Patient Capital Management, LLC415.3%$396M
David Tepper · Appaloosa LP314.9%$1.0B
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★ WatchlistData from SEC EDGAR · whalstreet.com