Public record / Institutional · Form 13F
Institutional
What tracked 13F filers reported each quarter, and what changed between quarters.
- Filers tracked
- 9,451 8,748 filed 2026-03-31
- Tracked value
- $65.5T 13F long only · 2026-03-31
- Consensus add
- Ishares Trust 9 notable managers opened it · 2026-03-31
- Notable managers
- 37 10,253 named moves · 2026-03-31
13F universe · quarterly, 45-day lag · not current holdings Closed quarter 2026-03-31 · 8,748 filers reported Long positions only · coverage §
newest filing received: 2026-07-31 · filings for 2026-06-30 are still arriving (window open)
Notable managers — latest named moves
quarter ended 2026-03-31 · by shares · largest $ change first within New › Exit › Add › TrimQuarter
Change
Type
| Manager | Ticker · Issuer | Change | Δ shares | Now $ | Δ $ | Filed | Src |
|---|---|---|---|---|---|---|---|
| Berkshire Hathaway (Warren Buffett) | DALticker verified against the SEC company list on 2026-09-10 DELTA AIR LINES INC | New | +39,809,456 | $2.6B | +$2.6B | 2026-05-15 | EDGAR ↗ |
| Pershing Square Capital (Bill Ackman) | MSFTticker verified against the SEC company list on 2026-09-10 MICROSOFT CORP | New | +5,654,078 | $2.1B | +$2.1B | 2026-05-15 | EDGAR ↗ |
| Coatue Management (Philippe Laffont) | EQIXticker verified against the SEC company list on 2026-09-10 EQUINIX INC | New | +1,090,886 | $1.1B | +$1.1B | 2026-05-15 | EDGAR ↗ |
| Berkshire Hathaway (Warren Buffett) | GOOGticker verified against the SEC company list on 2026-09-10 ALPHABET INC | New | +3,585,215 | $1.0B | +$1.0B | 2026-05-15 | EDGAR ↗ |
| Viking Global Investors (Andreas Halvorsen) | AAPLticker verified against the SEC company list on 2026-09-10 APPLE INC | New | +3,593,057 | $912M | +$912M | 2026-05-15 | EDGAR ↗ |
| TCI Fund Management (Chris Hohn) | GOOGLticker verified against the SEC company list on 2026-09-10 ALPHABET INC | New | +2,457,000 | $707M | +$707M | 2026-05-15 | EDGAR ↗ |
| Viking Global Investors (Andreas Halvorsen) | FDXticker verified against the SEC company list on 2026-09-10 FEDEX CORP | New | +1,932,165 | $688M | +$688M | 2026-05-15 | EDGAR ↗ |
| Coatue Management (Philippe Laffont) | ASMLticker verified against the SEC company list on 2026-09-10 ASML HLDG NV | New | +496,234 | $655M | +$655M | 2026-05-15 | EDGAR ↗ |
| Viking Global Investors (Andreas Halvorsen) | METAticker verified against the SEC company list on 2026-09-10 META PLATFORMS INC | New | +1,062,575 | $608M | +$608M | 2026-05-15 | EDGAR ↗ |
| Lone Pine Capital (Stephen Mandel) | TERticker verified against the SEC company list on 2026-09-10 TERADYNE INC | New | +1,872,876 | $555M | +$555M | 2026-05-15 | EDGAR ↗ |
| Lone Pine Capital (Stephen Mandel) | GLWticker verified against the SEC company list on 2026-09-10 CORNING INC | New | +3,718,147 | $506M | +$506M | 2026-05-15 | EDGAR ↗ |
| Lone Pine Capital (Stephen Mandel) | MTZticker verified against the SEC company list on 2026-09-10 MASTEC INC | New | +1,531,050 | $493M | +$493M | 2026-05-15 | EDGAR ↗ |
| Viking Global Investors (Andreas Halvorsen) | ATIticker verified against the SEC company list on 2026-09-10 ATI INC | New | +3,332,843 | $485M | +$485M | 2026-05-15 | EDGAR ↗ |
| Elliott Investment Management (Paul Singer) | SELECT SECTOR SPDR TR | New | +4,300,000 | $469M | +$469M | 2026-05-15 | EDGAR ↗ |
| Elliott Investment Management (Paul Singer) | ISHARES TR | New | +5,000,000 | $398M | +$398M | 2026-05-15 | EDGAR ↗ |
Showing 15 of 10,253 moves · · every row for this quarter (JSON)
Moves are classified by share count between the two quarters; a dollar change alone is not a position change. Exit is inferred from absence in the next filing. Tickers appear only where the reviewed mapping names one.
Filer directory
9,451 filers · sorted by reported 13(f) long value, largest first · each value is the filer's latest period, shown beside it · click a header to re-sort
| Manager type and display name come from a curated registry covering 113 of 9,451 filers in this build. The rest render the name exactly as filed and carry no type — that is a gap in the curation, not a statement that the manager is uncategorised. Automatic classification across the full filer population is future work. | CIKSEC filer identifier. | Top-5Reported top-five share, available only when the source concentration slice contains five positions. | Latest notableLargest reported change within each filer's latest quarter. It is not a cross-filer ranking. | ||
|---|---|---|---|---|---|
| Citadel Advisors Ken Griffin filed as CITADEL ADVISORS LLC Hedge funds | 0001423053 | $618BReporting period 2026-03-31. HHI 72 bps. | 15,589 | — | TESLA INC trim −$6.1B |
| Millennium Management Izzy Englander filed as MILLENNIUM MANAGEMENT LLC Hedge funds | 0001273087 | $240BReporting period 2026-03-31. HHI 54 bps. | 5,624 | — | WALMART INC trim −$4.4B |
| AQR Capital Management Cliff Asness filed as AQR CAPITAL MANAGEMENT LLC Hedge funds | 0001167557 | $218BReporting period 2026-03-31. HHI 32 bps. | 20,832 | — | ATLASSIAN CORPORATION trim −$974M |
| D. E. Shaw & Co quant filed as D. E. Shaw & Co., Inc. Hedge funds | 0001009207 | $166BReporting period 2026-03-31. HHI 27 bps. | 5,804 | — | STATE STR SPDR S&P 500 ETF T trim −$3.2B |
| Two Sigma Investments quant filed as TWO SIGMA INVESTMENTS, LP Hedge funds | 0001179392 | $124BReporting period 2026-03-31. HHI 26 bps. | 4,546 | — | NVIDIA CORPORATION add $1.7B |
| Marshall Wace platform filed as MARSHALL WACE, LLP Hedge funds | 0001318757 | $100BReporting period 2026-03-31. HHI 336 bps. | 6,623 | — | ISHARES-S&P 500 trim −$5.1B |
| Point72 Asset Management Steve Cohen filed as Point72 Asset Management, L.P. Hedge funds | 0001603466 | $78.1BReporting period 2026-03-31. HHI 25 bps. | 3,704 | — | STATE STR SPDR S&P 500 ETF T trim −$941M |
| Balyasny Asset Management platform filed as BALYASNY ASSET MANAGEMENT L.P. Hedge funds | 0001218710 | $77.1BReporting period 2026-03-31. HHI 59 bps. | 3,117 | — | STATE STR SPDR S&P 500 ETF T add $2.9B |
| Adage Capital equity filed as ADAGE CAPITAL PARTNERS GP, L.L.C. Hedge funds | 0001165408 | $64.8BReporting period 2026-03-31. HHI 125 bps. | 956 | — | MICROSOFT CORP trim −$771M |
| Renaissance Technologies quant filed as RENAISSANCE TECHNOLOGIES LLC Hedge funds | 0001037389 | $63.9BReporting period 2026-03-31. HHI 28 bps. | 3,213 | — | APPLE INC new $781M |
§ "reported 13(f) long value" is the sum of disclosed long-position values for the stated quarter — it excludes cash, shorts, and non-13(f) assets, so it is NOT a measure of everything the manager runs, and a large multi-asset manager can appear small. Sourced period-correctly from
agg_filer_concentration; NULL means the source disclosed no usable value — never zero. HHI renders only over a complete disclosed-value book: with any NULL-valued position the denominator is partial, so the number is withheld from display and ordering rather than shown as false precision38 more managers below. Every filer in this build has its own page, linked from its row here.
Consensus
≥3 notable managers moved the same name · 2026-03-31 · ranked by new stakes| Ticker · Issuer | New stakes | Adds | Trims | Exits | Net $ | Top mover |
|---|---|---|---|---|---|---|
| Ishares Trust | 9 | 5 | 6 | 8 | −$2.6B | Tudor Investment Corp Trim |
| GOOGL Alphabet Inc | 6 | 5 | 11 | 3 | +$7.3B | Berkshire Hathaway Add |
| Ishares Trust | 6 | 2 | 2 | 3 | +$138M | Elliott Investment Management New |
| ASML Asml Hldg Nv | 5 | 4 | 2 | 0 | +$958M | Coatue Management New |
| ATI Ati Inc | 5 | 1 | 1 | 0 | +$523M | Viking Global Investors New |
| SNDK Sandisk Corp | 5 | 1 | 1 | 0 | +$319M | Appaloosa New |
| MELI Mercadolibre Inc | 5 | 2 | 2 | 4 | +$295M | Tiger Global Management New |
| HUM Humana Inc | 5 | 2 | 2 | 0 | +$60.1M | Glenview Capital New |
| Vaneck Etf Trust | 5 | 2 | 5 | 1 | −$1.1B | Elliott Investment Management Trim |
| META Meta Platforms Inc | 5 | 7 | 7 | 1 | −$1.1B | Coatue Management Trim |
| FDX Fedex Corp | 4 | 2 | 1 | 0 | +$749M | Viking Global Investors New |
| MU Micron Technology Inc | 4 | 4 | 2 | 0 | +$601M | Bridgewater Associates Add |
| PEN Penumbra Inc | 4 | 2 | 0 | 0 | +$276M | Tudor Investment Corp New |
| LITE Lumentum Hldgs Inc | 4 | 1 | 4 | 0 | +$218M | Soros Fund Management Add |
| HUT Hut 8 Corp | 4 | 1 | 1 | 2 | +$208M | Lone Pine Capital New |
| SOLS Solstice Advanced Matls Inc | 4 | 1 | 0 | 1 | +$156M | Coatue Management New |
| Terns Pharmaceuticals Inc | 4 | 2 | 0 | 0 | +$64.7M | Tudor Investment Corp New |
| AA Alcoa Corp | 4 | 3 | 1 | 1 | +$60.7M | Tudor Investment Corp New |
| FPS Forgent Power Solutions Inc | 4 | 0 | 0 | 0 | +$52.6M | Moore Capital Management New |
| Masimo Corp | 4 | 2 | 1 | 1 | +$37.0M | Viking Global Investors Exit |
| AKAM Akamai Technologies Inc | 4 | 1 | 1 | 1 | +$27.5M | Sachem Head Capital New |
| EQX Equinox Gold Corp - Us | 4 | 1 | 1 | 0 | +$7.6M | Moore Capital Management New |
| IOSP Innospec Inc | 4 | 0 | 0 | 0 | +$1.6M | Gotham Asset Management New |
| KKR Kkr & Co Inc | 4 | 1 | 4 | 0 | −$243M | Lone Pine Capital Trim |
| Select Sector Spdr Trust | 4 | 3 | 5 | 4 | −$596M | Elliott Investment Management Trim |
| QQQ Invesco Qqq Trust | 4 | 2 | 3 | 2 | −$1.4B | Elliott Investment Management Trim |
| TSM Taiwan Semiconductor Manufac | 3 | 7 | 7 | 0 | +$2.0B | Tiger Global Management Add |
| EQIX Equinix Inc | 3 | 1 | 3 | 0 | +$1.1B | Coatue Management New |
| SUNB Sunbelt Rentals Holdings Inc | 3 | 0 | 0 | 0 | +$455M | Ruane Cunniff & Goldfarb New |
| CRWV Coreweave Inc | 3 | 3 | 1 | 1 | +$396M | Altimeter Capital Add |
| LRCX Lam Research Corp | 3 | 3 | 4 | 0 | +$360M | Coatue Management Add |
| PRMB Primo Brands Corporation | 3 | 1 | 1 | 0 | +$349M | Sachem Head Capital New |
| WBD Warner Bros Discovery Inc | 3 | 4 | 2 | 1 | +$346M | Caxton Associates Add |
| NCLH Norwegian Cruise Line Hldgs | 3 | 1 | 2 | 1 | +$253M | Elliott Investment Management New |
| CBOE Cboe Global Mkts Inc | 3 | 2 | 1 | 0 | +$228M | Viking Global Investors New |
| PBR Petroleo Brasileiro S.a. - Adr (nyse) | 3 | 2 | 1 | 0 | +$155M | Oaktree Capital Management New |
| Ishares Inc | 3 | 4 | 5 | 1 | +$148M | Appaloosa Add |
| WIX Wix Com Ltd | 3 | 1 | 1 | 1 | +$128M | ValueAct Holdings New |
| EQPT Equipmentshare Com Inc | 3 | 0 | 0 | 0 | +$117M | Tiger Global Management New |
| CLS Celestica Inc | 3 | 1 | 4 | 1 | +$113M | D1 Capital Partners New |
| RTX Rtx Corporation | 3 | 2 | 2 | 0 | +$110M | Caxton Associates New |
| Ishares Inc | 3 | 2 | 1 | 1 | +$101M | Bridgewater Associates New |
| COIN Coinbase Global Inc | 3 | 1 | 3 | 1 | +$92.6M | Moore Capital Management New |
| INTC Intel Corp | 3 | 3 | 1 | 1 | +$88.9M | Tiger Global Management New |
| Topbuild Cor | 3 | 1 | 0 | 0 | +$74.9M | D1 Capital Partners New |
| BX Blackstone Inc | 3 | 2 | 0 | 0 | +$73.1M | Gotham Asset Management Add |
| EMR Emerson Elec Co | 3 | 2 | 2 | 0 | +$71.1M | Elliott Investment Management New |
| AAOI Applied Optoelectronics Inc - Us | 3 | 1 | 0 | 1 | +$59.0M | Tudor Investment Corp Add |
| LYB Lyondellbasell Industries Nv | 3 | 1 | 1 | 1 | +$57.7M | Oaktree Capital Management New |
| Spdr Series Trust | 3 | 2 | 1 | 2 | +$56.3M | Tudor Investment Corp Add |
1,372 issuers qualify · counts are distinct notable managers · ≈ = a contributing change disclosed no value, so the sum is partial. The 50 highest-ranked are listed.
40 more issuers below.
Conviction leaders
NEW STAKES ≥2% OF BOOK · 2026-03-31| # | Filer | Largest new weight, relative | Largest new | ≥2% / new |
|---|---|---|---|---|
| 1 | BASS SID R | 100.0% | 1 at or above threshold / 1 new positions | |
| 2 | CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 100.0% | 1 at or above threshold / 1 new positions | |
| 3 | GLADE BROOK CAPITAL PARTNERS LLC | 100.0% | 1 at or above threshold / 1 new positions | |
| 4 | Summit Rock Advisors, LP | 100.0% | 1 at or above threshold / 1 new positions | |
| 5 | AFBI LP | 100.0% | 1 at or above threshold / 1 new positions |
Weight = a new position's reported value over the filer's complete reported 13F long book for the same quarter — ranked only over books where every position carries a value. 7,591 filers opened positions in 2026-03-31; 24 were not rankable because a position lacks a value. No returns are computed.
Recent activity
notable managers · newest filing first, then largest change| KindShare change as classified from the filings; absence is not a sale record. | NameIssuer as filed, with the position identity key. | FilerReporting manager. | Δ valueSigned change in reported value between the two quarters; an undisclosed side is stated, never zero. | WtPosition weight is not available in this activity list. | Position change | SrcFiling date, reporting period, lag and record flags remain available in the source note. |
|---|---|---|---|---|---|---|
| trim | ANALOG DEVICES INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15188 | MARKEL GROUP INC. | +$71.5M | — | -23,574 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$71.5M |
| add | VISA INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:13716 | MARKEL GROUP INC. | +$44.3M | — | +9,581 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$44.3M |
| add | WATSCO INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:18109 | MARKEL GROUP INC. | +$37.3M | — | +15,581 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$37.3M |
| add | MERCADOLIBRE INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:11377 | MARKEL GROUP INC. | +$31.3M | — | +18,550 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$31.3M |
| add | HOME DEPOT INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:11561 | MARKEL GROUP INC. | +$22.8M | — | +2,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$22.8M |
| add | ROLLINS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12799 | MARKEL GROUP INC. | −$16.7M | — | +18,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$16.7M |
| add | FRANCO NEV CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:11326 | MARKEL GROUP INC. | −$13.8M | — | +65,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$13.8M |
| add | ENTERPRISE PRODS PARTNERS LCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:14214 | MARKEL GROUP INC. | +$13.3M | — | +367,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$13.3M |
| add | LINDE PLCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:13548 | MARKEL GROUP INC. | +$10.5M | — | +11,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$10.5M |
| add | SUNBELT RENTALS HOLDINGS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:18700 | MARKEL GROUP INC. | +$10.2M | — | +11,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$10.2M |
| trim | META PLATFORMS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12241 | MARKEL GROUP INC. | −$10.2M | — | -14,140 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$10.2M |
| add | LOWES COS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:17070 | MARKEL GROUP INC. | −$8.7M | — | +13,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$8.7M |
| trim | COMCAST CORP NEWCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16006 | MARKEL GROUP INC. | −$7.9M | — | -159,806 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$7.9M |
| add | UNION PAC CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15071 | MARKEL GROUP INC. | +$7.3M | — | +10,750 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$7.3M |
| add | MARRIOTT INTL INC NEWCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:14677 | MARKEL GROUP INC. | +$6.2M | — | +5,750 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$6.2M |
| add | HCA HEALTHCARE INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:17312 | MARKEL GROUP INC. | −$6.1M | — | +1,936 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$6.1M |
| add | CSX CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:17571 | MARKEL GROUP INC. | +$6.0M | — | +54,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$6.0M |
| new | ZOETIS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12755 | MARKEL GROUP INC. | +$4.8M | — | +66,195 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$4.8M |
| add | TYSON FOODS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15399 | MARKEL GROUP INC. | −$4.7M | — | +24,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$4.7M |
| add | AIR PRODUCTS AND CHEMICALS ICUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:17427 | MARKEL GROUP INC. | +$4.0M | — | +13,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$4.0M |
| add | THERMO FISHER SCIENTIFIC INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16012 | MARKEL GROUP INC. | +$3.7M | — | +6,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$3.7M |
| add | FERGUSON ENTERPRISES INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:18814 | MARKEL GROUP INC. | +$2.9M | — | +9,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$2.9M |
| new | NETFLIX INC.CUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16326 | MARKEL GROUP INC. | +$2.9M | — | +40,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$2.9M |
| add | NVR INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:19000 | MARKEL GROUP INC. | +$2.8M | — | +10 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$2.8M |
| add | WEYERHAEUSER COCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15814 | MARKEL GROUP INC. | +$2.4M | — | +102,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$2.4M |
| add | CANADIAN PACIFIC KANSAS CITYCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:11266 | MARKEL GROUP INC. | +$1.6M | — | +13,500 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$1.6M |
| add | SCHWAB CHARLES CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:17029 | MARKEL GROUP INC. | −$1.4M | — | +11,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$1.4M |
| add | OTIS WORLDWIDE CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15199 | MARKEL GROUP INC. | +$732K | — | +19,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$732K |
| new | UFP INDUSTRIES INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12985 | MARKEL GROUP INC. | +$363K | — | +4,000 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · +$363K |
| add | EXXON MOBIL CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15436 | MARKEL GROUP INC. | −$304K | — | +9,100 | 13F ↗Quarter 2026-06-30 · filed 2026-07-31 — latest filed date over the current-period composition, accession 0001096343-26-000065 · +31d after quarter end · −$304K |
| new | INVESCO QQQ TRUST SERIES 1CUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12022 | OAKTREE CAPITAL MANAGEMENT LP | +$329M | — | +570,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$329M |
| exit | VANECK SEMICONDUCTOR ETFCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16835 | OAKTREE CAPITAL MANAGEMENT LP | −$312M | — | -865,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$312M |
| exit | STATE STREET CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12423 | OAKTREE CAPITAL MANAGEMENT LP | −$263M | — | -385,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$263M |
| exit | Indivior Pharmaceuticals IncCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:11452 | OAKTREE CAPITAL MANAGEMENT LP | −$255M | — | -7,108,644 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$255M |
| new | INDIVIOR PHARMACEUTICALS INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:18425 | OAKTREE CAPITAL MANAGEMENT LP | +$213M | — | +6,984,102 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$213M |
| new | STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETFprovisional position ida provisional per-position identifier the producer assigns when a reported row resolves to no security and carries no usable CUSIP — it identifies the ROW, and asserts nothing about what was held · key as published: sid:sec:prov:9886204f7314eeb6ea4d19d9d7721d16 | OAKTREE CAPITAL MANAGEMENT LP | +$182M | — | +1,000,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$182M |
| trim | TORM PLCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16076 | OAKTREE CAPITAL MANAGEMENT LP | +$148M | — | -2,585,484 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$148M |
| new | PETROLEO BRASILEIRO SA - PETROBRASCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16256 | OAKTREE CAPITAL MANAGEMENT LP | +$126M | — | +6,089,413 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$126M |
| exit | FTAI AVIATION LTDCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16242 | OAKTREE CAPITAL MANAGEMENT LP | −$102M | — | -517,328 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$102M |
| exit | ORACLE CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16970 | OAKTREE CAPITAL MANAGEMENT LP | −$97.5M | — | -500,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$97.5M |
| exit | NU HOLDINGS LTD/CAYMAN ISLANDSCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16658 | OAKTREE CAPITAL MANAGEMENT LP | −$75.0M | — | -4,479,175 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$75.0M |
| trim | VIPER ENERGY INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:11440 | OAKTREE CAPITAL MANAGEMENT LP | −$64.6M | — | -2,493,630 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$64.6M |
| trim | TALEN ENERGY CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16855 | OAKTREE CAPITAL MANAGEMENT LP | −$64.6M | — | -150,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$64.6M |
| exit | CABLE ONE INCprovisional position ida provisional per-position identifier the producer assigns when a reported row resolves to no security and carries no usable CUSIP — it identifies the ROW, and asserts nothing about what was held · key as published: sid:sec:prov:214e3f3163de97967cacc415a9d82efa | OAKTREE CAPITAL MANAGEMENT LP | −$58.1M | — | -58,874,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$58.1M |
| exit | GRAB HOLDINGS LTDCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:15800 | OAKTREE CAPITAL MANAGEMENT LP | −$55.9M | — | -11,207,699 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$55.9M |
| add | AMERICAN WATER CAPITAL CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16944 | OAKTREE CAPITAL MANAGEMENT LP | +$52.4M | — | +52,495,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$52.4M |
| new | COINBASE GLOBAL INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:17262 | OAKTREE CAPITAL MANAGEMENT LP | +$52.2M | — | +52,633,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$52.2M |
| new | CREDO TECHNOLOGY GROUP HOLDING LTDCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:16308 | OAKTREE CAPITAL MANAGEMENT LP | +$50.6M | — | +539,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · +$50.6M |
| exit | AIRBNB INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:12525 | OAKTREE CAPITAL MANAGEMENT LP | −$50.2M | — | -50,633,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$50.2M |
| exit | MARRIOTT INTERNATIONAL INC/MDCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:14677 | OAKTREE CAPITAL MANAGEMENT LP | −$46.5M | — | -150,000 | 13F ↗Quarter 2026-03-31 · filed 2026-05-20 — latest filed date over the current-period composition this security is absent from, accession 0000949509-26-000004 · LATE·50d — filed 50 days after quarter end, past the 45-day deadline · −$46.5M |
Showing the first 10 of the 50 rows on this page. These rows are the largest of 128,000 ordered change records published in this build (of 3,567,905 in the ordered set). The complete ordered set is served as 64 same-origin files under /institutional/data/activity/<page>.v1.json, each closed at whichever binds first — 2,000 records or 2,097,152 bytes of serialized JSON. Open the first file to reach every record directly, with or without scripting.
The ordered set does not fit in this build's 64-file publication limit: 3,439,905 further records are not published here. The cut falls at a reported change of $18.2M in absolute value — filer CIK 0001759654, position CUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: pos:14600, LONG · SH. Everything below that boundary is absent from these published files and remains in the filings on EDGAR.
Quarter-over-quarter comparisons are between two quarter-end snapshots of what was reported — not a record of transactions, and not a claim about what any manager holds now.
A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗
13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.
Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.
Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.
Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.
Positions under confidential treatment may be omitted until a later amendment discloses them.
These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).
PLANNED sector rotation and its Congress comparison
Recently added issuers · explore published changes
Recently added issuers
quarter ended 2026-03-31Which issuers 13F managers reported adding in a closed reporting quarter. The window is a quarter, never a rolling day count — quarterly filings cannot support one — and only quarters whose 45-day filing deadline has passed are offered, because an open quarter counts only the managers who filed early.
Quarter
Count
| #the rank number is produced by the active sort, not held by the row — ordering by it would be circular, so it renumbers with every sort instead | "issuer" is an issuer key, not a ticker: its source may be a resolved entity link, a CUSIP-6 issuer block, or a normalized reported name, and each is a weaker claim than the one before it. The key and its source are printed so the strength of the identity is visible | a partial sum omits at least one position whose value the source did not disclose. It is a lower bound on what was added, never a total — and an issuer whose every contributing delta was undisclosed renders an em dash, never $0 | the top adder is the manager whose positions in this issuer sum to the largest disclosed increase this quarter — summed across every security of the issuer first, then ranked, so a manager holding several share classes is not split into pieces that each look small | ||
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DELCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:360 | 2,132 | 221 | $274B | Mirae Asset Global Investments Co., Ltd. |
| 2 | ISHARES TRCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:1231 | 4,542 | 4,705 | $248B | BARCLAYS PLC |
| 3 | STATE STR SPDR S&P 500 ETF TCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:1897 | 2,016 | 352 | $227B | SUSQUEHANNA INTERNATIONAL GROUP, LLP |
| 4 | ASTRAZENECA PLCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:2433 | 1,242 | 1,289 | $131B | INVESTOR AB |
| 5 | EXXON MOBIL CORPCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:879 | 2,165 | 374 | $92.0B | BlackRock, Inc. |
| 6 | SPDR GOLD TRCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:1899 | 1,353 | 308 | $75.6B | LMR Partners LLP |
| 7 | MICRON TECHNOLOGY INCCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:1476 | 1,718 | 537 | $70.9B | JANE STREET GROUP, LLC |
| 8 | ISHARES TRCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:1232 | 3,243 | 2,647 | $67.6B | UBS Group AG |
| 9 | VANGUARD INDEX FDSissuer from CUSIP-6this issuer is keyed by its CUSIP-6 issuer block, not by a resolved entity — a weaker claim: it groups the issuer's securities without asserting which company record they belong to · key as published: cusip6:922908 | 3,873 | 1,372 | $63.5B | Rakuten Investment Management, Inc. |
| 10 | CHEVRON CORPORATIONCUSIP withheldthis security has a reviewed ticker, so Public Filings publishes neither its CUSIP nor any key computed from it; the key shown is an opaque reference that only links this build's own files · key as published: iss:572 | 2,197 | 432 | $61.0B | STATE STREET CORP |
1,990 more issuers below. Every issuer in this quarter's bounded payload remains in the published JSON.
This leaderboard is bounded by Public Filings, not by the data — the first omitted issuer had $188M across 172 managers (iss:254). Every issuer remains in the published aggregate.
Quarter-end positions, disclosed up to 45 days later; never current holdings, never a complete portfolio. Changes are classified from comparable reported positions; a missing position is not proof of a sale. How 13F data is read ↗