Marcus Chen
Senior Market Analyst
Senior Market Analyst at 13F Insight. Covers institutional portfolio strategy, 13F filings, and smart money trends.
A note from Marcus
Hi, I'm Marcus. I spent six years on the buy side staring at 13F filings for a hedge fund, and the thing that bothered me most wasn't the work — it was knowing that the average investor never gets to see what I was looking at, even though it's all public.
That's why I'm here. Every research piece you'll see under my name comes from real SEC data, run through real institutional logic, and translated into something you can actually act on. I write long when the data deserves it and short when it doesn't.
If you ever spot a number that looks off, email me. I'd rather be corrected than wrong.
Articles by Marcus Chen (542)
- Research
Polar Capital Q1: $28.16B Tech-Growth Book
Polar Capital Holdings Plc’s 2026Q1 13F shows a $28.16B US equity book led by Alphabet, Apple, Nvidia and Microsoft, with AI infrastructure names deepening the growth sleeve.
- Research
PSP Investments Q1: $32.12B Public Equity Book
PSP Investments reported a $32.12B 2026Q1 public equity book led by NVDA, MSFT, and AAPL, with a diversified tail still dominating the 13F.
- Research
Ohio PERS Q1: Nvidia Leads $30.92B Book
Ohio PERS reported a $30.92B Q1 2026 13F book led by NVDA, AAPL and MSFT, showing pension-scale AI exposure with a broad tail.
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Gates Foundation Trust Q1: $31.67B Barbell
Gates Foundation Trust's 2026Q1 13F shows a $31.67B endowment-style book led by Berkshire, Waste Management, CNI and Caterpillar.
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Alyeska Q1 2026: Nvidia Joins $35.38B Book
Alyeska's Q1 2026 13F stayed near $35.38B while IVV was reduced and Nvidia, Micron, Robinhood and Uber moved into the top book.
- Learn
Sovereign and Pension 13Fs: Active, Not Passive
Sovereign wealth funds and public pensions can look index-like in 13F data, but their U.S.-listed equity books are discretionary slices of larger global portfolios.
- Learn
Combined 13F Filings and Multiple Managers
Learn how combined 13F filings, other included managers, and 13F-NT notices fit together when affiliated managers share reporting duties.
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HOOPP Q1 2026: Nvidia Leads $62.21B Book
HOOPP's Q1 2026 13F puts Nvidia first, but ETFs, banks and energy keep the Canadian pension allocator's U.S.-listed book diversified.
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SWIB Q1 2026: Nvidia Leads $43.70B Pension Book
STATE OF WISCONSIN INVESTMENT BOARD reported $43.70B for Q1 2026, with Nvidia, Apple, Microsoft, and RSP defining the public-equity sleeve.
- Research
CDPQ Q1 2026 13F: $62.43B Tech Core
CDPQ's Q1 2026 13F shows a $62.43B U.S.-listed equity book led by AAPL, NVDA and CNI, with a diversified pension-style tail.
- Research
Alkeon Q1 2026: SPY and QQQ Swallow the Book
Alkeon Capital rebuilt its Q1 2026 13F around SPY and QQQ before layering TSM, NVDA and mega-cap internet exposure.
- Learn
Investment Discretion in 13F: SOLE, DFND, OTR Decoded
The Investment Discretion column on a 13F filing carries three small codes — SOLE, DFND, OTR — that say more about how a filer is structured than about what they believe.
- Research
Squarepoint Q1 2026: IVV Leads $85.12B 13F
Squarepoint Ops LLC's 2026Q1 filing shows a reported 13F value of $85.12B, with IVV, SPY, and QQQ anchoring a high-turnover quant snapshot.
- Research
New York State Pension Q1: Nvidia Tops $71.58B Book
New York State Common Retirement Fund's 2026Q1 13F shows a public pension allocator with Nvidia ahead of Apple in a mega-cap equity core.
- Research
Brown Advisory Q1 2026: $71.68B Active Book
Brown Advisory’s Q1 2026 filing shows a $71.68B active 13F book anchored by Microsoft, Visa, Alphabet, Amazon and Nvidia.
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CPP Investments Q1 2026: $155.03B AI Core
CPP Investments reported a $155.03B 2026Q1 13F portfolio led by NVIDIA, Apple and Microsoft, pairing AI exposure with pension-fund diversification.
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Balyasny Q1 2026: $4.00B SPY Rebuilt the Book
Balyasny reported $77.09B in 2026Q1 13F value, with SPY leading a liquid, ETF-heavy top book and a broad long tail.
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Marshall Wace Q1 2026: $17.17B IVV Anchor
Marshall Wace reported $100.41B for 2026Q1, with IVV as the largest line and mega-cap tech underneath the ETF layer.
- Research
Russell Investments Q1 2026: 24,600 Holdings, One Big Tilt
Russell Investments' sprawling 24,600-position multi-manager book added across mega-cap tech in Q1 2026, with Nvidia at 6.4% the standout in an otherwise hyper-diversified portfolio.
- Research
Voya IM Q1 2026: Nvidia Anchors a Steady Mega-Cap Book
Voya Investment Management held its AI complex firm in Q1 2026, with Nvidia its largest position at 5.9%, while trimming Microsoft 30% and adding to JPMorgan.