Updated May 11, 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 11, 2026

Windacre Doubled to $9.3B in 2025Q4: Top Bets Are ROP, FNF, AMZN

Windacre Partnership LLC reports a $9.32B long-equity book in 2025Q4, up 109.8% from a 6-position $4.44B cash-heavy stance in 2025Q3. The new 13-position portfolio is led by Roper, Fidelity National Financial, and Amazon, with no single position above 15% — a quality-focused construction we unpack against the broader hedge fund universe.

Altimeter Capital 2025Q4: 23% NVDA Bet, Top Four Are 58% of Book

Brad Gerstner's Altimeter Capital reported $6.66B in 2025Q4 13F value across just 18 positions, with NVIDIA at 22.68% of book and the top four positions accounting for 57.91% of AUM. We unpack the concentration profile, the AUM swing pattern, and how Altimeter compares to the focused-tech peer set.

Thoma Bravo's Q1 2026 13F Is 95.5% SailPoint — and Nothing Else

Thoma Bravo's Q1 2026 13F is the cleanest single-position post-IPO retained-equity disclosure of the cycle: 95.5% in SailPoint (SAIL), with N-able and ServiceTitan filling the rest.

Carlyle's Q1 2026 13F Is a PE Exit Pipeline in Plain View

Carlyle Group's Q1 2026 13F is a $10.62B portfolio where Medline and StandardAero alone account for 99.0% of disclosed value. The filing is best read as a PE exit pipeline tracker, not a public-equity research book.

May 10, 2026

Vanguard UK 2026Q1: $115.74B First-File With AZN Tilt

Vanguard Asset Management Ltd, the UK-domiciled Vanguard sleeve, appears in our 13F dataset for the first time at $115.74B across 2,395 positions — with AstraZeneca wedged into the top 5 alongside NVDA and AAPL.

Allianz Asset Mgmt 2025Q4: $99B Book Anchored on IVV ETF

Allianz Asset Management GmbH's 2025Q4 13F runs $98.88B across 3,553 positions, anchored on IVV at 6.16%. NVDA 5.05% is the largest single-stock active overweight.

Sanders Capital 2025Q4: 44 Holdings, $87B AUM, AI Stack Bets

Lewis Sanders's $86.82B fund runs 44 deep with GOOG/TSM at 22.7% of book. The 2025Q4 13F implicitly bets AI economic rent lives at foundry, search, and storage, not training.

PRIMECAP's $132B Contrarian Book: LLY 7.5% Anchors Q1

PRIMECAP filed $132.11B for Q4 2025 across just 319 positions — an 8-quarter low. Eli Lilly anchors the book at 7.54% as healthcare conviction reaches 14.6% of the portfolio ahead of the May 15 13F.

D.E. Shaw's $182B Quant Book: NVDA-AMD-MU Cluster

D.E. Shaw filed $182.42B for Q4 2025 across 5,839 positions — top-10 just 18.8%. The AI-semis cluster (NVDA + AMD + MU + AVGO) totals 7.4% of the quant book ahead of the May 15 Q1 2026 13F print.

Capital Group's $542B Active Sleeve: RTX and LLY Lead Q1

Capital Research Global Investors filed $541.73B for Q4 2025 across 434 positions — top-10 at 38.9%. RTX at $13.96B and LLY at $26.40B reveal the active conviction layer ahead of the May 15 Q1 2026 13F print.

Citadel's $666B Q4 Tells: TSLA and NVDA Lead Q1 Watch

Ken Griffin's Citadel Advisors filed $665.87B for Q4 2025 across 15,403 positions. SPY and QQQ together total ~12.8% of the book — the hedge layer that frames TSLA and NVDA's active conviction sizing ahead of the May 15 Q1 2026 13F print.

May 5, 2026

What Buffett's Q4 2025 Portfolio Tells Us About Berkshire's Q1 2026 13F Filing

Berkshire Hathaway's Q4 2025 13F shows $274B in public equity across just 42 holdings. Here's the complete watchlist for what to track when Buffett's Q1 2026 filing drops on May 15.

May 2, 2026

AllianceBernstein L.P. Q4 2025: $316.67B Giant's Tactical Pivot and Tech Concentration

AllianceBernstein L.P. (CIK 0001109448) maintains a $316B portfolio with heavy conviction in AI and technology infrastructure as of Q4 2025.

Amundi Asset Management Q4 2025: Tech Concentration and the $368B Institutional Pivot

Amundi's Q4 2025 filing reveals a massive $367.99B portfolio with aggressive weighting in AI and semiconductor leaders, led by a $22.6B position in NVIDIA.

Legal & General Group Plc Q4 2025 13F Analysis: Mega-Cap Tech Concentration in $450B Portfolio

Legal & General Group Plc Q4 2025 13F Analysis: Mega-Cap Tech Concentration in $450B Portfolio

Legal & General Group Plc Q4 2025 Deep Dive: A $450B Giant’s Tech-Heavy Transition

Legal & General Group Plc revealed a massive $450.91B portfolio in Q4 2025, dominated by U.S. mega-cap tech giants like NVDA, AAPL, and MSFT.

State Street's $2.98 Trillion Q4 Portfolio: Decoding the 928% Netflix Accumulation

State Street Corp's Q4 2025 filing reveals a massive accumulation of Netflix, mirroring moves by other institutional giants. We analyze the $2.98 trillion portfolio's latest tactical shifts.

BlackRock's $5.9 Trillion Q4 Strategy: The 900% Netflix Surge and the New Tech Guard

BlackRock's Q4 2025 filing reveals a massive tactical pivot, headlined by a staggering 903% increase in Netflix shares. We analyze the world's largest asset manager's $5.9 trillion footprint.

TCW Group's Q4 2025 Strategy: A $13.9B Bet on the AI Core

TCW Group Inc. reported a $13.96B 13F portfolio in Q4 2025, with a significant 8.3% concentration in NVIDIA leading its growth-focused book.

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