Sarah Mitchell
Education Editor
Investment Education Editor at 13F Insight. Breaks down complex institutional data into actionable insights for individual investors.
A note from Sarah
Hi, I'm Sarah. I spent four years at Vanguard's Investor Education team, where my whole job was making 401(k) statements feel less like tax forms and more like something a person could actually understand.
I'm here at 13F Insight to do the same thing for institutional data. If you've ever read a headline like "Berkshire Bought Apple" and thought "okay but what does that actually mean for me," that's the gap I want to close.
I'll never assume you know what a CUSIP is. I'll always tell you why a number matters before I give you the number. And if a guide of mine ever leaves you more confused than you started, that's on me — let me know and I'll rewrite it.
Articles by Sarah Mitchell (810)
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Orthopedic 13Fs: Zimmer Biomet, Stryker, Smith+Nephew, Globus
Zimmer Biomet, Stryker, Smith+Nephew, Globus Medical (post-NuVasive merger), Medtronic Spinal, plus Enovis and SI-BONE anchor US orthopedic 13F positioning. Multi-year robotic orthopedic surgery adoption, aging demographics, plus emerging emerging GLP-1 dynamics drive distinctive institutional patterns.
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Large Medtech 13Fs: Medtronic, Johnson & Johnson MedTech, Abbott
Medtronic, Johnson & Johnson MedTech (within JNJ), Abbott Laboratories, Boston Scientific, plus Stryker and Edwards Lifesciences anchor US large medtech 13F positioning. Multi-year emerging GLP-1 demand dynamics, structural heart procedures, plus emerging emerging robotic surgery drive distinctive institutional patterns.
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Construction Equipment 13Fs: Caterpillar, Deere, United Rentals
Caterpillar, Deere & Company, United Rentals, plus Terex and Manitowoc anchor US construction equipment 13F positioning. Multi-year emerging Infrastructure Investment and Jobs Act demand, rental fleet dynamics, plus emerging emerging AI data center construction drive distinctive institutional patterns.
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Observability 13Fs: Datadog, Cloudflare, Dynatrace, New Relic
Datadog, Cloudflare, Dynatrace, plus Splunk (acquired by Cisco), New Relic (taken private by Francisco Partners and TPG), and Elastic anchor US observability 13F positioning. Multi-year emerging consumption-based pricing, AI-driven observability, plus emerging emerging Splunk consolidation drive distinctive institutional patterns.
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Ad Tech 13Fs: Trade Desk, AppLovin, Magnite, PubMatic Decoded
The Trade Desk, AppLovin, Magnite, PubMatic, plus Criteo and Integral Ad Science anchor US-traded ad tech 13F positioning. Multi-year emerging Connected TV (CTV) growth, retail media networks, plus emerging emerging Google ad tech antitrust dynamics drive distinctive institutional patterns.
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AI Chip 13Fs: Nvidia, AMD, Broadcom, Marvell, Astera Inside
Nvidia, AMD, Broadcom, Marvell Technology, plus Astera Labs and Credo Technology anchor US AI chip 13F positioning. Multi-year emerging GPU compute scaling, custom ASIC growth, plus emerging emerging hyperscaler capex dynamics drive distinctive institutional patterns.
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Social Media 13Fs: Meta, Snap, Pinterest, Reddit Inside Holdings
Meta Platforms, Snap, Pinterest, Reddit (IPO March 2024), Match Group, plus Bumble and Roblox anchor US social media 13F positioning. Multi-year emerging AI-driven personalization, advertising-vs-subscription mix, plus emerging emerging TikTok regulatory dynamics drive distinctive institutional patterns.
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Video Streaming 13Fs: Netflix, Disney, Warner, Paramount, Roku
Netflix, Disney, Warner Bros. Discovery, Paramount Global (post-Skydance merger), Roku, plus Spotify and fuboTV anchor US-traded video streaming 13F positioning. Multi-year emerging password sharing crackdown, ad-tier monetization, plus emerging emerging sports streaming rights drive distinctive institutional patterns.
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Food Delivery 13Fs: DoorDash, Uber Eats, Instacart, Wonder Inside
DoorDash, Uber Eats (within Uber), Instacart (Maplebear), plus Grubhub (Wonder Group post-acquisition) and Just Eat Takeaway anchor US-traded food delivery 13F positioning. Multi-year emerging restaurant marketplace dynamics, grocery delivery growth, plus emerging emerging non-restaurant expansion drive distinctive institutional patterns.
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Ride-Hailing 13Fs: Uber, Lyft, DiDi, Grab Through Smart Money
Uber Technologies, Lyft, DiDi Global, plus Grab Holdings and GoTo Group anchor US-traded ride-hailing 13F positioning. Multi-year emerging Uber Eats plus Uber Freight expansion, autonomous vehicle dynamics, plus emerging emerging international ride-hailing dynamics drive distinctive institutional patterns.
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ERP Software 13Fs: SAP, Oracle, Microsoft Dynamics, Infor
SAP, Oracle, plus Microsoft Dynamics (within Microsoft), Workday Financials, Infor (Koch Industries-owned private), and Sage anchor enterprise resource planning (ERP) 13F positioning. Multi-year emerging cloud ERP transition, AI-driven automation, plus emerging emerging Oracle Cloud Infrastructure dynamics drive distinctive institutional patterns.
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Cloud SaaS 13Fs: Salesforce, ServiceNow, Workday, HubSpot Decoded
Salesforce, ServiceNow, Workday, HubSpot, Adobe, plus Atlassian and Veeva Systems anchor US-traded cloud SaaS 13F positioning. Multi-year emerging AI agent monetization, enterprise software consolidation, plus emerging emerging seat-vs-usage pricing dynamics drive distinctive institutional patterns.
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Industrial REIT 13Fs: Prologis, Rexford, EastGroup, STAG
Prologis, Rexford Industrial Realty, EastGroup Properties, First Industrial Realty Trust, plus STAG Industrial and Terreno Realty anchor US industrial REIT 13F positioning. Multi-year emerging e-commerce demand, supply absorption, plus emerging emerging Sun Belt logistics dynamics drive distinctive institutional patterns.
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Apartment REIT 13Fs: EQR, AvalonBay, Mid-America, Camden
Equity Residential, AvalonBay Communities, Mid-America Apartment Communities, Camden Property Trust, plus UDR and Essex Property Trust anchor US apartment REIT 13F positioning. Multi-year emerging Sun Belt vs coastal divergence, supply absorption, plus emerging emerging rent growth dynamics drive distinctive institutional patterns.
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Reinsurance 13Fs: Reading RenaissanceRe, Everest, RGA Holdings
RenaissanceRe Holdings, Everest Group, Reinsurance Group of America, plus Arch Capital and SiriusPoint anchor US-traded reinsurance 13F positioning. Multi-year emerging hard property catastrophe market, casualty reinsurance dynamics, plus emerging emerging insurance-linked securities drive distinctive institutional patterns.
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Analog Semi 13Fs: Texas Instruments, Analog Devices, NXP, ON
Texas Instruments, Analog Devices, NXP Semiconductors, ON Semiconductor, plus Microchip Technology and Allegro MicroSystems anchor US-traded analog semiconductor 13F positioning. Multi-year emerging automotive plus industrial cycle, China dynamics, plus emerging emerging AI power semi growth drive distinctive institutional patterns.
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Integrated Utility 13Fs: Dominion, Exelon, PG&E, Xcel
Dominion Energy, Exelon, PG&E, Xcel Energy, FirstEnergy, Edison International, plus Eversource Energy and PPL Corporation anchor US integrated regulated utility 13F positioning. Multi-year data center load growth, transmission CAPEX, plus emerging emerging wildfire dynamics drive distinctive institutional patterns.
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Pipeline MLP 13Fs: Enterprise Products, Energy Transfer, MPLX
Enterprise Products Partners, Energy Transfer, MPLX, plus Western Midstream Partners and Plains All American Pipeline anchor US pipeline MLP 13F positioning. Multi-year emerging tax shelter economics, distribution coverage, plus emerging emerging LNG-driven pipeline growth drive distinctive institutional patterns.
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Mall REIT 13Fs: Simon Property, Macerich, Tanger, Kimco Decoded
Simon Property Group, Macerich, Tanger, plus Kimco Realty (post-RPT acquisition) and Regency Centers anchor US mall plus shopping center REIT 13F positioning. Multi-year emerging Class A mall recovery, outlet center growth, plus emerging emerging grocery-anchored center dynamics drive distinctive institutional patterns.
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Office REIT 13Fs: BXP, Vornado, Highwoods, Cousins Decoded
BXP (Boston Properties), Vornado Realty Trust, Highwoods Properties, Cousins Properties, Kilroy Realty, plus SL Green and Brandywine Realty Trust anchor US office REIT 13F positioning. Multi-year emerging post-pandemic office occupancy, return-to-office dynamics, plus emerging emerging Sun Belt vs gateway divergence drive distinctive institutional patterns.