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
Axiom Q1 2026: A Growth Book Tilts to AI and Industrials
Axiom Investors raised Nvidia 21%, GE Aerospace 19%, and JPMorgan 9% in Q1 2026 while cutting Amazon and Morgan Stanley - a global-growth rotation toward AI and industrials.
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Causeway Q1 2026: An International Value Book Goes Global
Causeway Capital's $8.2B book leans into foreign-listed value names plus Carnival, Canadian Pacific, and Alibaba - an international value manager's deliberately global tilt.
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Egerton Q1 2026: A 24-Stock Book Triples Alphabet
Egerton Capital tripled Alphabet, doubled Moody's, and opened a new Nvidia position in Q1 2026 while cutting Amazon 60% - high-conviction moves in a 24-stock long-short book.
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Soros Q1 2026: An Opportunistic Macro Book in Motion
Soros Fund Management raised its S&P 500 ETF 316%, Taiwan Semiconductor 156%, and CoreWeave 91% in Q1 2026 while rotating energy ETFs - a flexible macro book across stocks, ETFs, and credit.
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Horizon Kinetics Q1 2026: Half a Book in One Land Stock
Horizon Kinetics holds 51% of its $9.2B book in Texas Pacific Land, plus a Bitcoin trust and royalty names - Murray Stahl's contrarian bet on scarcity and inflation.
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Cantillon Q1 2026: A Uniform Trim That Signals De-Risking
Cantillon cut nearly every top holding by the same 12% in Q1 2026 - the signature of a deliberate de-grossing - with a sharper 49% cut to Applied Materials as the lone stock-specific call.
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Fundsmith Q1 2026: Terry Smith's 'Do Nothing' Book Sells
Fundsmith trimmed every top holding - Marriott, Stryker, Visa, Alphabet - in Q1 2026 as its book nearly halved to $12.8B, the footprint of outflows, not a change in view.
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Polen Capital Q1 2026: A Growth Book Cut in Half
Polen Capital's book fell 38% in Q1 2026 to $14.5B, down from ~$40B two years earlier, as it cut Amazon 55% and most megacaps, adding only ServiceNow.
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Markel Q1 2026: A 'Baby Berkshire' That Owns Berkshire
Markel's equity book holds Berkshire Hathaway as its largest exposure, alongside Alphabet, Brookfield, and Deere - a Buffett-style buy-and-hold portfolio, all held flat.
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Saudi PIF Q1 2026: A $12B Book in Just Three Stocks
Saudi Arabia's PIF holds its $12B US 13F in just four positions - Uber, Electronic Arts, and Lucid - strategic stakes reflecting ride-hailing, gaming, and EV bets.
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ARK Q1 2026: Cathie Wood Bets on the Next Disruptors
Cathie Wood's ARK raised Tempus AI 27%, Robinhood 25%, and Circle in Q1 2026 - leaning into AI, fintech, and crypto disruptors as its book shrank to $12.9B.
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Mubadala Q1 2026: A Sovereign Fund's $19B Chip Bet
Abu Dhabi's Mubadala holds 92% of its US 13F in GlobalFoundries (~$19B), with smaller bets on Arm, Micron, and a spot-Bitcoin ETF - a sovereign fund's chip-and-AI tilt.
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Elliott Q1 2026: A 32-Stock Activist Book, Heavy on Energy
Elliott's concentrated 32-position 13F is anchored by activist energy stakes in Phillips 66 and Suncor, with a trimmed Southwest position and a growing HP Enterprise stake.
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Epoch Q1 2026: Playing Defense, Adding AbbVie, Cutting Semis
Epoch trimmed Applied Materials 25%, Meta 19%, and JPMorgan 11% in Q1 2026 while adding AbbVie - a value-income manager playing defense as its book shrank to $16.5B.
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EARNEST Partners Q1 2026: A $24B Book With No Megacaps
EARNEST Partners runs a $24B book with no megacaps up top - Moog, Woodward, GATX, Reinsurance Group - a diversified mid-cap industrial and specialty portfolio.
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O'Shaughnessy Q1 2026: Quant Model Adds Across Megacaps
O'Shaughnessy's quant model raised Apple 46%, Alphabet 28%, and Nvidia 26% in Q1 2026 - a systematic, across-the-board megacap tilt as the book doubled to $20B over two years.
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Winslow Capital Q1 2026: Cutting Microsoft and Amazon
Winslow Capital cut Microsoft 29% and Amazon 33% in Q1 2026 while adding Apple, Alphabet, and Broadcom and holding Nvidia flat - a $25.7B concentrated growth book re-ranking the megacaps.
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Hotchkis & Wiley Q1 2026: A Deep-Value Bet on Workday
Hotchkis & Wiley raised Workday 58% to its top holding in Q1 2026 while trimming Apache, F5, and Citigroup - a $32B deep-value shop rotating into beaten-down software.
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Gotham Q1 2026: Why Greenblatt's Top Holding Is an ETF
Gotham Asset Management's largest 13F position is an S&P 500 ETF at 21% of the book - a window into how a long-short value manager's filing differs from a long-only fund's.
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Eagle Capital Q1 2026: Big Bets on MercadoLibre and SAP
Eagle Capital raised MercadoLibre 91% and SAP 89% in Q1 2026 while holding its concentrated US core flat - a $29.8B quality manager reaching abroad for growth.