Updated May 25, 2026 · 2142 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Why Some Stocks Cost $1,000+: Splits and 13F Reading
A $1,500 share price doesn't make a stock expensive, and a stock split doesn't make you richer. Learn what per-share price means and how splits can distort 13F share counts.
Sarah MitchellMeasuring 13F Concentration: Top-Heavy vs Diversified
Two funds can hold the same number of stocks yet run completely different risk profiles. Learn how to measure portfolio concentration from a 13F and why it matters.
Sarah MitchellWhy a Fund's 13F AUM Drops: Price Moves vs. Selling
A fund's reported 13F value can fall sharply without the manager selling a single share. Learn how to tell mark-to-market price moves apart from real selling.
Sarah MitchellCloudflare CEO Matthew Prince Sells $32.6M in NET Stock
Cloudflare founder-CEO Matthew Prince sold $32.6 million of Class A stock over three days in May 2026 under a 10b5-1 plan, converting Class B shares to fund the sales while keeping a 7.7% stake.
Alex RiveraArista CEO Jayshree Ullal Sells $216M in ANET Stock
Arista Networks CEO Jayshree Ullal sold about $216 million of stock across five sessions in April 2026 under a 10b5-1 plan, then exercised options in May — while remaining a major holder.
Alex RiveraMonolithic Power Founder Hsing Sells $59.3M in MPWR
Monolithic Power founder-CEO Michael Hsing sold $59.3 million of stock in a single session on May 18, 2026 under a 10b5-1 plan, cashing in on the AI power-chip rally near $1,500 a share.
Alex RiveraCrowdStrike CEO Kurtz Sells $20.8M in CRWD Into Rally
CrowdStrike CEO George Kurtz sold about $20.8 million of stock across May 2026 under a 10b5-1 plan, with the prearranged trades capturing a sharp rally toward fresh highs.
Alex RiveraSanders 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.
Marcus ChenBoston 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.
Marcus ChenBaillie 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.
Marcus ChenTurnaround Investing: Betting on the Comeback
Turnaround investing buys a struggling company betting it will recover, offering big rewards if the comeback works and steep losses if it doesn't. Learn what a genuine turnaround requires, why it overlaps deep value and contrarianism, and how to tell a comeback from a falling knife in a 13F.
Sarah MitchellMomentum Investing: Betting That Trends Continue
Momentum investing buys what's already winning, betting that recent trends persist, the philosophical opposite of value. Learn why this behaviorally driven pattern has been so persistent, the violent reversal risk built into it, how it complements value, and how it shows up in a 13F.
Sarah MitchellPharmacy Benefit Managers (PBMs): The Healthcare Middlemen
Pharmacy benefit managers sit between drugmakers, insurers, and pharmacies, deciding what your plan covers and what pharmacies get paid. Learn how PBMs make money, why their rebate and spread-pricing model draws regulatory fire, and why healthcare investors take big positions in them.
Sarah MitchellBattleground Stocks: When Smart Money Disagrees
Some stocks become battlegrounds, names where serious investors take large, opposing bets and back conflicting views with real money. Learn what creates a battleground, how high short interest beside heavy ownership reveals one, and why a contrarian manager's outsized stake is an invitation to dig in.
Sarah MitchellGross vs Net Exposure: How Much Is a Fund Really Betting?
A hedge fund's assets tell you little about its real market risk, that lives in gross and net exposure. Learn how gross (longs plus shorts) measures total risk and leverage, how net (longs minus shorts) shows directional lean, and why a 13F, showing only longs, can badly mislead.
Sarah MitchellUranium and Nuclear Energy Investing Explained
After a decade in the wilderness, nuclear power is back as an investment theme, driven by AI data-center demand, clean-energy needs, and energy security. Learn the chain from uranium miners to reactor builders and SMRs, the supply-demand case behind it, and the commodity and political risks.
Sarah MitchellLogan 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.
Marcus ChenDisciplined 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.
Marcus ChenHardman 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.
Marcus ChenGlenview 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.
Marcus Chen