Updated Apr 29, 2026 · 2187 articles
Insights
Research, news and field guides on institutional positioning. Powered by real SEC filings — 13F, 13D/G, Form 4.
Charles R. Schwab Sold Stock in April, But the Ownership Picture Is Nowhere Near an Exit
Charles R. Schwab's late-April sales arrived just days after strong first-quarter results, but the full ownership record shows a continuing founder-sized position rather than any kind of retreat. The real story is cadence and structure, not a founder walking away.
Alex RiveraNvidia's New 12GB Laptop GPU Lands in a Stock Already Owned at Scale
Nvidia's latest consumer GPU update matters because it arrives inside one of the deepest institutional ownership structures in the market. The question is not whether the RTX 5070 laptop variant changes the datacenter thesis, but whether it broadens the consumer side of a stock already held by more than 6,000 institutions.
Alex RiveraHow to Read Single-Stock 13F Filings Without Treating Them Like Diversified Funds
Some 13F filers are really one-stock or two-stock vehicles, not broad market portfolios. This guide explains how concentration changes the way investors should read institutional ownership data.
Sarah MitchellPartners Value Investments Ran a 2025Q4 Filing That Was 92.9% Brookfield
Partners Value Investments L.P. reported a $10.70B book for 2025Q4 with BN and BAM absorbing nearly all of the economic weight. It is a useful example of how a corporate-family filing can still deliver a very strong concentration signal.
Marcus ChenH&H International Rebuilt a 2025Q4 Book Around a 50.3% Apple Weight
H&H International Investment, LLC ended 2025Q4 with $17.49B in 13F assets, and Apple alone represented 50.3% of the filing. The top five names took 89.5% of weight, making the quarter one of the sharper concentrated rebounds in the whale-score cohort.
Marcus ChenSaudi Arabia's Public Investment Fund Cut Down to a Two-Name Core in 2025Q4
Public Investment Fund's 2025Q4 filing shrank to five positions and concentrated 85.2% of assets in Uber and Electronic Arts. That makes the quarter more useful as a conviction map than as a broad market survey.
Marcus ChenNewlands Ran a 17-Stock Growth Book in Q4, With Meta Still at 33.3%
Newlands Management Operations LLC ended 2025Q4 with $19.40B in 13F assets and a very narrow growth stack led by Meta, Robinhood, and Alphabet. The top five names consumed 74.4% of the portfolio, leaving almost no room for filler positions.
Marcus ChenBrookfield Built a 2025Q4 Filing Where BAM Alone Took 77.4% of Weight
Brookfield Corp /ON/ reported an $80.76B 13F book for 2025Q4, and Brookfield Asset Management dominated the filing at 77.4% of weight. The remaining positions matter, but they read more like supporting pieces than co-equal bets.
Marcus ChenLilly Endowment Kept 100% of Its 13F Book in Eli Lilly in 2026Q1
Lilly Endowment reported an $84.52B 13F portfolio for 2026Q1, and every dollar of it still sat in Eli Lilly. The filing is unusually simple, which is exactly why it makes such a strong case study in institutional concentration.
Marcus ChenMeta Heads Into Q1 Results With One of the Deepest Holder Bases in U.S. Equities
Meta's April 29, 2026 earnings report arrives with more than 5,200 institutional holders already on the register. That matters because the real story is not whether the stock is owned, but how much active capital still sits behind the name before the numbers land.
Alex RiveraHow To Read 13F Concentration With Live Q4 Examples
Portfolio concentration is one of the fastest ways to separate a passive-looking filing from a real conviction portfolio. Here is how to read it using live 13F Insight examples.
Sarah MitchellErnest Garcia III's Latest Carvana Sale Lands In Front Of Earnings, But It Still Looks Like A Controlled Insider Pattern
Carvana CEO Ernest Garcia III reported another sale ahead of the company's late-April earnings window. The filing matters because of timing, but the broader ownership and trading pattern still looks more structured than panic-driven.
Alex RiveraMarc Benioff's Latest Salesforce Sales Do Not Read Like An Exit Once You Check The Full Ownership Picture
Marc Benioff's latest reported Salesforce sales landed against a noisy AI and software backdrop, but the Form 4 record still shows substantial direct and indirect ownership. The filing reads much more like ongoing liquidity management than abandonment.
Alex RiveraAmazon's Expanded OpenAI Tie-Up Lands In A Stock Already Owned Like Multi-Cloud AI Infrastructure Matters
Amazon and OpenAI expanded their relationship on April 28, 2026, one day after OpenAI loosened its Microsoft exclusivity. Our holder data suggests investors already own Amazon as a long-duration AI infrastructure platform, not just an e-commerce or cloud incumbent.
Alex RiveraDisney's Decision To Keep ESPN Leaves DIS Trading On A Holder Base Built For Complexity, Not Breakups
Reports on April 28, 2026 said Disney decided against spinning off ESPN. Ownership data suggests the stock is already held by institutions prepared to underwrite a more complex, multi-segment thesis than a one-time structural separation.
Alex RiveraRobinhood Q1 2026 Earnings Show Why HOOD Has A Much Stickier Holder Base Than The Crypto Revenue Line Suggests
Robinhood's April 28, 2026 earnings release included a sharp drop in crypto revenue, but 13F data suggests the stock is held by a deeper and more varied institutional base than a one-line crypto narrative implies.
Alex Rivera70 New Positions At Wellington, 41 At Capital World: The Q4 2025 Whale Rotation Scoreboard
The most useful 2025Q4 question was not just who owned the biggest stocks. It was which large managers rotated the hardest beneath the surface. This scoreboard compares four major 13F portfolios side by side.
Marcus ChenFour Whale Funds Put More Than $138B Into Broadcom In Q4 2025
Broadcom remained the clearest single-stock anchor across several major 13F portfolios in 2025Q4. The weight, not just the dollar total, explains why AVGO kept showing up at the top of institutional books.
Marcus ChenThree Whale Funds Held More Than $14B Of Netflix After Aggressive Q4 2025 Adds
Capital World Investors, Capital Research Global Investors, and Wellington all expanded Netflix exposure in 2025Q4. The combined value reached more than $14B, but the intensity of the adds differed sharply.
Marcus ChenFour Whale Funds Put Nearly $493B Into The AI Mega-Cap Five In Q4 2025
Across four major 13F managers, Apple, Microsoft, Nvidia, Broadcom, and Amazon absorbed nearly $493B of disclosed capital in 2025Q4. The basket was broad, but it was not evenly distributed.
Marcus Chen