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
Loomis Sayles Q1 2026: A Concentrated Megacap-Growth Book
Loomis Sayles held nearly 10% of its $74.33B book in Nvidia and 38% in six megacap-growth leaders through a down quarter — growth conviction held flat.
- Research
Harris Associates Q1 2026: Oakmark's Big Salesforce Add
Oakmark's Harris Associates lifted Salesforce 52% to its top holding in Q1 2026 while trimming energy — a value manager underwriting large-cap software.
- Learn
How to Read a Fund's Sector Tilt From Its 13F
A fund's sector tilt — where it overweights the market — is a compact summary of its style and bets. Here's how to spot one from the holdings, with real examples.
- Research
GQG Partners Q1 2026: A Big New Bet on Chevron
Rajiv Jain's GQG Partners lifted Chevron 631% and added to Petrobras in Q1 2026 — an energy pivot inside one of the most concentrated large 13F books.
- Research
Artisan Partners Q1 2026: A Financials-Heavy Value Book
Artisan's focused ~330-name book leans hard into financials — Arch Capital, BNY Mellon, Schwab, Amex, Citi, Berkshire — and held steady through a -6.7% AUM quarter.
- Research
Tudor Q1 2026: Cutting Small-Caps, Doubling Gold
Paul Tudor Jones' macro fund trimmed its Russell 2000 and Nasdaq ETF sleeves while more than doubling gold and tripling Tesla in Q1 2026 — a clean risk rotation.
- Research
Ensign Peak Q1 2026: A $53.67B Book That Barely Trades
The LDS Church's investment arm holds a concentrated megacap-tech core flat across roughly 1,700 positions. Its Q1 2026 AUM slide is market beta, not selling.
- Research
Confluence Q1 2026: A Dividend Book With Cash on Top
Confluence Investment Management's largest holding is a Treasury-bill ETF, atop a broad book of dividend payers - Lockheed, Chevron, Hershey - a cautious, income-focused portfolio.
- Research
Veritas Q1 2026: A Quality Book Halved by Outflows
Veritas Asset Management cut nearly every top holding 24-40% in Q1 2026 as its book fell 39.6% to $5.9B - the footprint of outflows - with Mastercard the lone add.
- Research
Samlyn Q1 2026: A Long-Short Tilt Into Financials
Samlyn Capital raised LPL 47%, JPMorgan 111%, and Primerica 323% in Q1 2026 while trimming Capital One and Morgan Stanley - a long-short rotation into financials and platforms.
- Research
Energy Income Partners Q1 2026: A Pure Pipeline Book
Energy Income Partners' $6.2B book is built entirely on midstream pipelines and regulated utilities - Enterprise Products, Energy Transfer, MPLX - a pure energy-income strategy.
- Research
Kensico Q4 2025: A Third of the Book in One Stock
Kensico Capital holds 36% of its $5.9B book in AppLovin and opened a new 18% Howmet stake - two names exceed half the portfolio - while re-risking into FICO, Amazon, and Microsoft.
- Research
Sequoia Fund Q4 2025: Trimming Megacaps, Holding Quality
Ruane, Cunniff & Goldfarb - the Sequoia Fund manager - trimmed Alphabet, Schwab, and TSMC while holding its distinctive quality core flat: Formula One, Capital One, Elevance, ICE.
- Research
Tocqueville Q1 2026: Diversified Quality With a Gold Hedge
Tocqueville's broad 500-name quality book is anchored by Home Depot and megacaps, with a gold-ETF hedge in the top ten - a low-turnover, resilience-minded portfolio.
- Research
Magellan Q1 2026: Pivoting From Megacaps to Tower REITs
Magellan trimmed Amazon, Microsoft, and TSMC in Q1 2026 while boosting cell-tower REITs Crown Castle 59% and American Tower 40% - a global manager's defensive infrastructure pivot.
- Research
Carronade Q1 2026: An Event-Driven Book Under an ETF
Carronade Capital's 13F is 77% an S&P 500 ETF overlay, with a concentrated event-driven sleeve beneath - Viasat, Talen Energy, Comcast - all added to in Q1 2026.
- Research
Yacktman Q1 2026: Defensive Value, Energy and Staples
Yacktman's $7.5B book is anchored by Canadian Natural Resources and consumer staples, mostly held flat - disciplined defensive value in a growth-dominated market.
- Research
Whale Rock Q1 2026: Platforms Over Hardware in Tech
Whale Rock raised Alphabet 27% to its top holding while trimming SanDisk, Celestica, TTM, and Corning - a tech-growth fund rotating from hardware toward platforms.
- Research
Appaloosa Q4 2025: Tepper Re-Risks Into Tech and Semis
David Tepper's Appaloosa doubled its position count to 38, opened new Amazon, Micron, and TSMC stakes, and boosted Meta 62% while trimming its Alibaba anchor.
- Research
Gilder Gagnon Q1 2026: A Diffuse Growth Book, Core Held
Gilder Gagnon Howe spreads its $8.3B book across 252 growth names, holding its Nvidia-Netflix-Cloudflare core flat in Q1 2026 while the activity stays in the long tail.