Research
Polar Capital Q1: $28.16B Tech-Growth Book
Polar Capital Holdings Plc’s 2026Q1 13F shows a $28.16B US equity book led by Alphabet, Apple, Nvidia and Microsoft, with AI infrastructure names deepening the growth sleeve.
Marcus Chen
Updated Jun 20, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Sorted by most recent · 608 results
June 20, 2026
Jun 20Research
PSP Investments Q1: $32.12B Public Equity Book
PSP Investments reported a $32.12B 2026Q1 public equity book led by NVDA, MSFT, and AAPL, with a diversified tail still dominating the 13F.
Marcus ChenJun 20Research
Ohio PERS Q1: Nvidia Leads $30.92B Book
Ohio PERS reported a $30.92B Q1 2026 13F book led by NVDA, AAPL and MSFT, showing pension-scale AI exposure with a broad tail.
Marcus ChenJun 20Research
Gates Foundation Trust Q1: $31.67B Barbell
Gates Foundation Trust's 2026Q1 13F shows a $31.67B endowment-style book led by Berkshire, Waste Management, CNI and Caterpillar.
Marcus ChenJune 19, 2026
Jun 19Research
Alyeska Q1 2026: Nvidia Joins $35.38B Book
Alyeska's Q1 2026 13F stayed near $35.38B while IVV was reduced and Nvidia, Micron, Robinhood and Uber moved into the top book.
Marcus ChenJun 19Research
Florida SBA Q1 2026: Nvidia Leads $53.40B Pension Book
Florida SBA's 2026Q1 13F shows a $53.40B public pension equity book led by NVDA, AAPL and MSFT, with most exposure still diversified beyond the top ten.
Sarah MitchellJun 19Research
HOOPP Q1 2026: Nvidia Leads $62.21B Book
HOOPP's Q1 2026 13F puts Nvidia first, but ETFs, banks and energy keep the Canadian pension allocator's U.S.-listed book diversified.
Marcus ChenJun 19Research
SWIB Q1 2026: Nvidia Leads $43.70B Pension Book
STATE OF WISCONSIN INVESTMENT BOARD reported $43.70B for Q1 2026, with Nvidia, Apple, Microsoft, and RSP defining the public-equity sleeve.
Marcus ChenJun 19Research
Korea Investment Q1: $48.27B Sovereign Tech Core
KIC's Q1 2026 13F pairs Nvidia, Apple and IVV in a $48.27B U.S.-listed sovereign wealth fund book.
Sarah MitchellJun 19Research
CDPQ Q1 2026 13F: $62.43B Tech Core
CDPQ's Q1 2026 13F shows a $62.43B U.S.-listed equity book led by AAPL, NVDA and CNI, with a diversified pension-style tail.
Marcus ChenJun 19Research
Soroban Q1 2026: 45.44% Microsoft Bet
Soroban Capital Partners LP's Q1 2026 13F shows a $51.80B reported book dominated by MSFT, META, and AMZN.
Alex RiveraJun 19Research
Alkeon Q1 2026: SPY and QQQ Swallow the Book
Alkeon Capital rebuilt its Q1 2026 13F around SPY and QQQ before layering TSM, NVDA and mega-cap internet exposure.
Marcus ChenJune 18, 2026
Jun 18Research
Squarepoint Q1 2026: IVV Leads $85.12B 13F
Squarepoint Ops LLC's 2026Q1 filing shows a reported 13F value of $85.12B, with IVV, SPY, and QQQ anchoring a high-turnover quant snapshot.
Marcus ChenJun 18Research
Brookfield Q1 2026: BAM Is 71.44% of 13F
Brookfield Corp /ON/ reported a $74.23B Q1 2026 13F, but the real story is concentration: BAM alone is 71.44% of the public-equity book.
Sarah MitchellJun 18Research
New York State Pension Q1: Nvidia Tops $71.58B Book
New York State Common Retirement Fund's 2026Q1 13F shows a public pension allocator with Nvidia ahead of Apple in a mega-cap equity core.
Marcus ChenJun 18Research
Adage Capital's $64.84B Q1 Tech Reset
Adage Capital's 2026Q1 13F puts NVDA first, but the stronger signal is a broad active book with mega-cap technology at the front.
Alex RiveraJun 18Research
Brown Advisory Q1 2026: $71.68B Active Book
Brown Advisory’s Q1 2026 filing shows a $71.68B active 13F book anchored by Microsoft, Visa, Alphabet, Amazon and Nvidia.
Marcus ChenJun 18Research
CalSTRS Q1 2026: $94.49B Pension Book
CalSTRS’ Q1 2026 13F shows a $94.49B public-pension equity sleeve led by NVDA, AAPL and MSFT after a -5.5% quarterly pullback.
Sarah MitchellJun 18Research
CPP Investments Q1 2026: $155.03B AI Core
CPP Investments reported a $155.03B 2026Q1 13F portfolio led by NVIDIA, Apple and Microsoft, pairing AI exposure with pension-fund diversification.
Marcus ChenJun 18Research
Balyasny Q1 2026: $4.00B SPY Rebuilt the Book
Balyasny reported $77.09B in 2026Q1 13F value, with SPY leading a liquid, ETF-heavy top book and a broad long tail.
Marcus Chen