Who owns what among 137 featured 13F managers
Wednesday, September 16, 2026 - 4:37 AM PT
Newest featured 13Fs
latest book per manager
Activity
new & increased · vs prior 13F
| ticker | manager | when | Δ weight |
|---|---|---|---|
| TRAX New | Palo Alto Investors | 19 Aug | +1.68% |
| SGMT New | Palo Alto Investors | 19 Aug | +0.27% |
| NAMS New | Palo Alto Investors | 19 Aug | +0.21% |
| SIMO New | Nehal Chopra - Ratan Capital Management | 18 Aug | +12.65% |
| QCOM New | Nehal Chopra - Ratan Capital Management | 18 Aug | +6.47% |
| FRMI New | Nehal Chopra - Ratan Capital Management | 18 Aug | +6.38% |
| CBRS New | Ben Hoskin - Value Aligned Research Advisors | 17 Aug | +0.60% |
| SATS New | Ben Hoskin - Value Aligned Research Advisors | 17 Aug | +0.48% |
| MSFT Add | Altarock Partners | 17 Aug | +3.79% |
| V Add | Altarock Partners | 17 Aug | +3.12% |
| MA Add | Altarock Partners | 17 Aug | +2.93% |
| MBI Add | Kahn Brothers Group | 17 Aug | +2.19% |
Big bets
largest stakes · % of book
Most owned
by owner count
| GOOGL | Alphabet | 75 |
| AMZN | Amazon | 63 |
| MSFT | Microsoft | 58 |
| META | Meta Platforms | 54 |
| TSM | Taiwan Semiconductor | 44 |
| V | Visa | 40 |
| BRK.B | Berkshire Hathaway | 36 |
| NVDA | Nvidia | 35 |
| AAPL | Apple | 30 |
| MA | Mastercard | 30 |