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 (524)
- 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.
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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.
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1832 Asset Management Q1 2026: A $27.6B Bet on the S&P 500
Scotiabank's in-house manager parked a new $27.6B SPDR S&P 500 ETF position — a full quarter of its portfolio — even as its 13F book shrank 17% to $108.78B.
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Qube Research Q1 2026: A Quant Giant Trims Its AI Winners
Qube Research & Technologies' first 13F AUM decline since 2024 came with an aggressive systematic rotation — cutting Nvidia, Amazon and Broadcom while doubling Alphabet and Eli Lilly.
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Polaris Capital Q1 2026: Deep Value, Spread Worldwide
Polaris Capital Management's $1.22 billion 13F spreads across 84 global value names — led by Puerto Rico's Popular Inc, Irish-domiciled Jazz and Linde, and a fresh stake in Eastman Chemical — a study in diversified, contrarian deep value.
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Tweedy Browne Q4 2025: A Global Value Barbell
Tweedy, Browne's $1.24 billion U.S. 13F pairs two outsized convictions — Ionis Pharmaceuticals and a fast-growing CNH Industrial stake — with a deep bench of global value names led by Coca-Cola FEMSA and Berkshire Hathaway.
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Greenhaven Q1 2026: Wachenheim's 46% Homebuilder Bet
Edgar Wachenheim's Greenhaven Associates runs $6.07 billion across just 27 positions, with roughly 46% concentrated in four homebuilders and General Motors as its single largest holding. A look at one of the most concentrated value portfolios in the 13F universe.
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Third Point Q1 2026: Loeb Cut the 13F Book 71%
Dan Loeb's Third Point shrank its reported U.S. equity book from $7.27 billion to $2.08 billion in Q1 2026, a 71.4% reduction, trimming nearly every position and concentrating 19.4% of the portfolio into Amazon.
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Li Lu's Himalaya Q1 2026: Alphabet Is 45% of the Book
Li Lu's Himalaya Capital ran nearly 45% of its $3.20B 13F portfolio in Alphabet in Q1 2026, kept its top five names at 82% of assets, cut Bank of America 71%, and opened new stakes in Tencent Music and S&P Global.
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Sanders Capital Q1 2026 13F: 44 Bets, Amazon Doubled
Sanders Capital runs a $83.93B book in just 44 names. In Q1 2026 it doubled its Amazon stake while trimming the semiconductor winners that had led the portfolio.
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Boston Partners Q1 2026 13F: Deep Value, Maximum Spread
Boston Partners runs one of the most diversified value books in the 13F universe — its top holding is barely 2% of $95.47B. In Q1 2026 it made a rare $1.41B conviction bet on Cencora.
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Baillie Gifford Q1 2026 13F: Trimming Growth, Buying Energy
Baillie Gifford's reported 13F book fell to $97.89B in Q1 2026, a 18.7% drop, as the famed growth shop trimmed its mega-cap winners and rotated into energy and old-economy value.
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Logan Capital 13F (2026 Q1): Broadly Diversified Growth
Logan Capital runs growth with a diversified hand, about 273 positions with no name above 6%, led by Apple, Broadcom, Amazon and Microsoft. A look at broad large-cap-growth exposure as a strategy, the steady asset base, and a quiet quarter whose biggest move was a KLA trim.
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Disciplined Growth 13F (2026 Q1): Concentrated, Contrarian Growth
Disciplined Growth Investors, a Minneapolis firm, runs concentrated, long-horizon growth with a contrarian streak, just 61 positions led by Plexus, Garmin, Pure Storage and a sizable Viasat bet. A look at conviction sizing in specialized tech and industrial growth, and the quarter's light pruning.
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Hardman Johnston 13F (2026 Q1): A Nuclear-Sized Cameco Bet
Hardman Johnston, a global growth manager, made a nuclear-sized statement in 2026 Q1: it built Cameco into a 17.6% top position with a 3,911% share increase, funded by trimming ASML, Taiwan Semiconductor and Nvidia. A vivid case of conviction expressed through thematic concentration.
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Glenview Capital 13F (2026 Q1): An Activist's Healthcare Book
Larry Robbins' Glenview Capital still builds around healthcare: its 2026 Q1 long book is anchored by a 14.8% CVS stake, with Cigna lifted 79% and Teva cut 60%, a sharpened managed-care bet, plus a fresh push into AMD and Amazon. A look at how a concentrated activist reshapes a book.
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Cambiar Investors 13F (2026 Q1): A Flat Relative-Value Book
Cambiar Investors runs relative value with a level hand: its 2026 Q1 book holds 145 names with the top ten all within a hair of 2.7% each. A diversified, cross-sector basket of relatively cheap stocks, with marginal adds to Delta, Uber and Elevance, balance as the whole strategy.
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Champlain 13F (2026 Q1): Buying Quality Tech as Assets Shrink
Champlain Investment Partners' SMID book shrank about 20% on outflows in 2026 Q1, but underneath it the firm bought decisively, Veeva up 81% of shares, Synopsys 39%, a new EOG stake. A clear rotation toward quality software, and a lesson in reading conviction against a falling asset base.
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Conestoga Capital 13F (2026 Q1): A Small-Cap Growth Specialist
Conestoga Capital focuses on small-cap growth, the niche, under-followed companies index funds can't reach. Its 2026 Q1 book of quality small-caps, RBC Bearings, Casella, Balchem, is evenly weighted by discipline, with broad trims signaling outflows and a new FirstService stake.
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Tortoise Capital 13F (2026 Q1): A Pure Energy-Infrastructure Book
Tortoise Capital doesn't dabble in energy, it specializes. Its 2026 Q1 13F is a pure midstream book of pipelines, processing, and LNG export, led by Targa, Williams and Energy Transfer, with a Cheniere add. Learn why the fee-based toll-road model draws a specialist, and the sector-bet risk.