Updated May 13, 2026 · 608 articles

Research

Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.

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May 13, 2026

Legal & General Q1 2026 13F: $432B Book, NVDA at 7.2%

UK insurer Legal & General Group's first-quarter 2026 13F-HR shows a $432.4 billion US equity book that runs an unusually concentrated mega-cap tech overlay for an insurance balance sheet. NVDA tops the list at 7.23% of reported value; AAPL sits at 6.73%.

Wells Fargo Q1 2026 13F: NFLX +892%, HOOD +277%, AMD -64%

Wells Fargo's Q1 2026 13F reports $467.90B in top-500 holdings — a nearly flat aggregate that hides a steep NFLX/NOW/HOOD build and a 64% AMD trim under the surface.

Invesco Q1 2026 13F: NFLX +823%, BDX +299%, .89B AUM

Invesco grew its top-500 13F book to $544.89B in Q1 2026, up 2.8% QoQ. Behind the headline: an 823% share increase in Netflix, 299% in Becton Dickinson, and trims to ORCL/CRM/LITE.

Dodge & Cox 2025Q3: $185B Value Book Across 219 Names

Dodge & Cox filed its 2025Q3 13F at $185.33 billion across 219 positions. The book is the textbook expression of disciplined value: no top holding exceeds 4.3% weight, and the top 10 sit at just 27% of the portfolio.

Sanders Capital 2025Q3: $81B Across 47 Names, TSM at Top

Lewis Sanders' Sanders Capital filed a 2025Q3 13F at $81.29 billion across 47 positions. The top five names take 43% of the book. The most striking allocation: TSM at 11.1% portfolio weight — larger than the GOOG, META, or MSFT stake.

Lilly Endowment 2025Q4: A $99B Single-Stock Bet on LLY

Lilly Endowment Inc filed a 2025Q4 13F-HR reporting a single position: 92.2 million shares of Eli Lilly worth $99.08 billion. The portfolio is, by design, the founder's company stock. The QoQ swings are pure share-price translation.

HighTower Advisors 2026Q1: How $94B of RIA Money Allocates

HighTower Advisors holds $94.2B across 3,796 reported positions — the canonical snapshot of how a top US RIA aggregator builds a mass-affluent equity book. Top 10 is barely 22% of the book, half of it ETFs.

May 12, 2026

Mubadala 2025Q4 13F: 90% GlobalFoundries + Bitcoin ETF

Abu Dhabi sovereign wealth Mubadala's $17.48B US 13F is 90% concentrated in one position — GlobalFoundries — with a $630M iShares Bitcoin ETF stake, Arm, NextDecade LNG, and four quantum-computing names rounding out the tail.

Fairfax Financial's 2025Q4 13F: Prem Watsa's Deep-Value Tape

Fairfax Financial's $2.08B US-listed 13F reads as a textbook deep-value contrarian book — Orla Mining at 20%, Occidental at 12%, and BlackBerry still anchoring at 6.35% of the holdings stack.

Sequoia Capital's 2025Q4 13F: $14B Vintage Class Coming Public

Sequoia's public 13F portfolio doubled the holding count and reset to a six-name IPO-vintage stack in 2025Q4 — DoorDash, Klarna, Unity, Instacart, PDD, and Figma now make up 95% of a $14B book.

Basic Materials Sector 2025Q4: Where Active 13F Money Sits

The Basic Materials sector's 2025Q4 13F snapshot is bifurcated. Wheaton Precious Metals draws the deepest active-manager interest at $29B of reported institutional value; the second tier of metals, packaging, and steel names trails materially. This research piece maps the sponsorship.

Generation IM Q4 2025: 33-Name Quality Book, MSFT at 14%

Al Gore's Generation Investment Management reported $14.42B at Q4 2025 across just 33 positions. MSFT at 13.85% and DHR at 12.05% define the book — sustainability lens applied to quality compounders, not pure-play clean energy.

Point72 Q4 2025: $89B AUM Jump, Tech-Heavy Book with ETF Hedges

Steve Cohen's Point72 reported $89.42B at Q4 2025 — up 49.6% QoQ on a position count jump from 2,263 to 3,862. Tech-heavy book stapled to $4.5B in SPY + QQQ ETF hedges.

Why First Eagle Just Put $16.6B in One MSTR Convert

First Eagle Investment Management's Q1 2026 13F lists a $16.59B position in MicroStrategy's zero-coupon 2029 convertible notes — 21.95% of the $75.57B portfolio. The equity book underneath remains the classic First Eagle value tape. The convertible is a layered, separable bet, and reading the filing requires treating it as two distinct portfolios under one CIK.

Adage Capital's $66B Q4: 905 Holdings, Mega-Cap Anchored

Adage Capital Partners filed Q4 2025 at $66.08B across 905 positions. The top 10 sums to 33.2% of the book and reads like an S&P 500 mega-cap pull. The active expression lives in the 895-name tail — a structural feature of how the fund is built, not a bug.

Alkeon Capital Q4 2025: $63B Rebuild, 47% in SPY+QQQ

Alkeon Capital Management filed its Q4 2025 13F at $63.13B — an 83.7% rebound from Q3's $34.36B. The headline number isn't the AUM swing. It's that SPY and QQQ together account for 47.03% of the entire reported portfolio. The active book underneath tells a quieter and more specific story about semis, cloud, and AI capex.

May 11, 2026

Greenhaven Q4 2025: GM Cut 34%, Baxter +70%, SLB New

Edgar Wachenheim's Greenhaven Associates ran a 30-stock $6.17B book in Q4 2025. The quarter: GM share count cut 34%, Baxter shares up 70%, SLB initiated, four homebuilders still anchor the top five.

General Atlantic Q4 2025: Chime +38%, Akero Exit, Biotech Adds

General Atlantic's Q4 2025 13F runs 13 names and $2.87B — a thin slice of a much larger PE book. The quarter's signal: Chime added 38%, Akero exited, biotech deepens, Webull near-zero.

PineStone Q4 2025: 43 Names, $16.1B AUM, Compounder Bias

PineStone Asset Management ran a 43-stock $16.09B book in Q4 2025 with TSM, GOOGL, and MSFT at the apex. The quarter's tape: rotation into GOOGL and Moody's, a 19.8% trim of AutoZone.

Mirae Asset Q4 2025: A $36B Korean Tech-Heavy Global Book

Mirae Asset Global Investments — Korea's largest asset manager — reported a $36.04B US-listed equity book in its Q4 2025 13F, anchored by a 7.4% Nvidia position, a 5.5% Apple stake, and an unusually dense semiconductor sleeve totaling roughly 15% of disclosed AUM across NVDA, AVGO, AMD, TSM, MU, TXN, LRCX, and QCOM.

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