Follow-The-Filings

OpCo 13F-HR

Latest investment books from operating companies we track — corporate treasury, insurance float, holding-company equity. Not superinvestor Activity. Superinvestor firehose → Newest 13Fs. Issuer reports → Company filings.

one latest book per company · amendments not listed here as of 14 Aug 6 shown quarter narrative

tech treasury

latest books narrative
all today 7d 14d
reset
all 25 tech treasury 6 insurance float 11 conglomerate 2 pharma 4 retail 1 payments 1 industrial 0
shown 6
today 0 7d 0 14d 0
tracked 26

latest book per company · top holdings · open company or period

company period top holds aum holds
14 Aug 3
Advanced Micro Devices 2026 Q2
SPCX SANM NTNX
$1.3B 6
NVIDIA 2026 Q2
INTC SPCX CRWV
$63.4B 8
Intel 2026 Q2
MBLY JOBY
$621M 2
7 Aug 1
Alphabet 2026 Q2
SPCX PL ASTS
$99.1B 28
6 Aug 1
Amazon.com 2026 Q2
RIVN XE BETA
$4.4B 6
13 Jul 1
Cisco Systems 2026 Q2
ITOT CRWV IVV
$405M 6

Latest book per operating company we track. Soft QoQ narrative → OpCo 13F-HR changes. Superinvestor amendments stay on Newest 13Fs. Berkshire, Markel, and dual-identity names stay on featured managers. Values as filed. Not investment advice.