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
Bahl & Gaynor Q1 2026: A Dividend-Growth Book
Bahl & Gaynor's $19.8B income book holds quality dividend payers — Broadcom, J&J, AbbVie, NextEra — with very low turnover. A steady dividend-growth strategy.
- Research
Orbis Q1 2026: Contrarian Bets on Gas and Biotech
Orbis Allan Gray made bold contrarian adds in Q1 2026 — EQT +248%, Praxis +97%, Motorola +46% — across an off-index global value book.
- Research
Davis Selected Q1 2026: A Financials-Led Value Book
Davis Selected Advisers' value book is led by Capital One, U.S. Bancorp, and Markel, with an energy add in Coterra. Low turnover from a patient value manager.
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Calamos Q1 2026: A Risk-On Quarter in Growth and ETFs
Calamos added broadly to megacaps and ramped index ETFs (SPY +45%, new QQQ) in Q1 2026, while its convertible heritage shows in holdings like a Western Digital convert.
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Barrow Hanley Q1 2026: Deep Value, No Megacap Tech
Barrow Hanley's $30.5B book holds no megacap tech — pharma, energy, and utilities lead. In Q1 2026 it added GE HealthCare +83% and HP Enterprise +57%.
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Sands Capital Q1 2026: Trimming Growth, Adding Spotify
Sands Capital's concentrated growth book fell 22.5% in Q1 2026 as it trimmed Nvidia, TSMC, Amazon, and Visa — with Spotify (+22%) the lone conviction add.
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Temasek Q1 2026: Singapore's SWF Anchored by BlackRock
Singapore's Temasek holds 16.8% of its US book in BlackRock, plus payments and AI names. In Q1 2026 it added Broadcom +42%, Mastercard +16%, Thermo Fisher +40%.
- Learn
Why Most Large 13Fs Own the Same Megacaps
Nvidia, Microsoft, Apple, Alphabet anchor book after book across very different managers. Here's why large 13Fs cluster in megacaps — and what the exceptions reveal.
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First Manhattan Q1 2026: 30% in Berkshire Hathaway
First Manhattan, the value firm tied to Buffett associate Sandy Gottesman, holds ~30% of its $36B book in Berkshire Hathaway and added 53% to Amazon in Q1 2026.
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Parnassus Q1 2026: A Broad Trim Across a Quality Book
Parnassus, the ESG-investing pioneer, trimmed nearly every top holding 6-8% (Deere -29%) in Q1 2026 — a broad de-risking as its book fell to $34B.
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GMO Q1 2026: Grantham's Quality Megacap Book
GMO added Microsoft to its top spot and trimmed Lam Research in Q1 2026 — a quality book of profitable megacaps and healthcare defensives despite cautious commentary.
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Kayne Anderson Rudnick Q1 2026: A Non-Megacap Book
Kayne Anderson Rudnick's $34B book holds quality small- and mid-caps — Jack Henry, Toro, Teledyne — and no megacaps. Its value has slid as small-caps lag.
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Viking Global Q1 2026: Big Adds to Visa and Tesla
Viking Global raised Visa 59% to its top holding, lifted Tesla 47%, and opened a new Apple stake in Q1 2026 — a Tiger cub leaning into payments and megacap tech.
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TCI Q1 2026: Chris Hohn's 10-Stock, GE-Anchored Book
TCI Fund Management holds just ten stocks, with GE Aerospace at 30%. In Q1 2026 it added to its quality compounders and slashed Microsoft 84%.
- Learn
Beyond Chips: Spotting the AI-Power Trade in 13Fs
Institutions are broadening the AI trade from chips into power and infrastructure. Here's how to spot the AI-power chain in 13F filings, with real examples.
- Learn
Quant vs Discretionary Funds: How to Tell Them Apart in a 13F
A quant fund and a discretionary fund can own the same stocks but mean very different things by it. Here's how to tell them apart from a 13F — and why it matters.
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Man Group Q1 2026: Rotating Within the Megacaps
The world's largest listed hedge fund added Microsoft and Eli Lilly while trimming Amazon and Nvidia in Q1 2026 — a measured rotation within its megacap book.
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Federated Hermes Q1 2026: Buying AI and the Power Grid
Federated Hermes added to AI chips (Nvidia, Broadcom) and the power behind them (GE Vernova +22%, Chevron) in Q1 2026 — buying the full AI-infrastructure chain.
- Research
Renaissance Technologies Q1 2026: A Quant Book's Breadth
Renaissance's 13F holds just 14% in its top 10 and 86% in a long tail — a model-driven quant book. Q1 2026 moves like Nvidia +190% are signal rebalancing.
- Research
Lazard Q1 2026: Adding Across Tech and Infrastructure
Lazard broadly added in Q1 2026 — Nvidia +23%, American Tower +20%, Crown Castle +16% — barbelling AI growth with rate-sensitive infrastructure REITs.