Updated Apr 17, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
AllianceBernstein Q1 2026 Preview: Intuitive Surgical and Netflix Rose as the Next Watchlist Names
AllianceBernstein kept Nvidia, Microsoft and Amazon on top in Q4 2025, but new exposure to Intuitive Surgical and aggressive increases in Netflix and ServiceNow made the next filing more interesting than another mega-cap recap. Here is what to watch.
Marcus ChenBerkshire Hathaway Q1 2026 Watchlist: After Verisign and Liberty Adds, What Does Buffett Do Next?
Berkshire ended Q4 2025 with a $274.16B U.S. equity portfolio, steady Apple and American Express stakes, and a fresh set of Verisign, Liberty and New York Times positions. The next filing will show whether those adds were the start of a new sleeve or just tactical cleanup.
Marcus ChenDruckenmiller Q1 2026 Watchlist: After a $914M ETF Blitz, What Could Duquesne Do Next?
Stanley Druckenmiller's Q4 2025 filing added XLF, EWZ and RSP in size while keeping Natera on top. Ahead of the May 15, 2026 deadline, the question is whether that macro overlay expands or fades.
Marcus ChenCoatue Q1 2026 Preview: A $39.96B Tech Fund Just Rebuilt Around TSM, Microsoft and a CRWV Exit
Coatue's Q4 2025 13F shows fresh top positions in TSM, Microsoft, Amazon, LRCX and AMAT, plus a notable CoreWeave exit. Q1 2026 will reveal whether that AI infrastructure rebuild sticks.
Marcus ChenAppaloosa Q1 2026 Preview: Tepper Cut Alibaba Below 11% and Refilled With Amazon, Micron and TSM
Appaloosa's Q4 2025 filing still shows Alibaba as the top disclosed holding, but the sharper signal is the refill: Amazon, Micron, TSM, NRG and Whirlpool all moved into a $6.93B book ahead of Q1 2026.
Alex RiveraTiger Global Q1 2026 Preview: Microsoft, Amazon and TSM Crashed Into the Top 10. Is the Re-Risking Real?
Tiger Global's Q4 2025 13F shows a $29.71B book, 54 holdings, and a new top layer shaped by Microsoft, Amazon, TSM, and Take-Two. Q1 2026 will show whether the rebuild is real or still provisional.
Sarah MitchellBarclays Q4 2025: Why a $73B SPY Position Anchors This $417B Bank 13F
Barclays PLC reported $416.70 billion in Q4 2025 with 18.75% in a single SPY position. Here is why the British bank's 13F looks different from traditional asset managers and what it reveals about structured products hedging.
Sarah MitchellNuveen Q4 2025: How TIAA Invests $382B of America's Educator Retirement Savings
Nuveen, TIAA's investment arm, reported $381.90 billion in Q4 2025 13F value. Here is how the retirement manager for millions of educators and nonprofit workers positions their equity portfolio.
Sarah MitchellWellington Management's Q4 2025 13F Shows What Platform-Scale Diversification Looks Like
Wellington Management ended Q4 2025 with $570.66 billion in reported 13F AUM, 7,580 positions, and a top-10 basket worth just 29.5% of the portfolio. The filing highlights how a private, independent asset manager translates platform breadth into a remarkably balanced public-equity book.
Marcus ChenDodge & Cox Q4 2025 Portfolio: A $185.26B Value Giant Still Hunting Outside Mega-Cap Momentum
Dodge & Cox ended Q4 2025 with $185.26B in 13F assets, 222 holdings, and a top book led by Charles Schwab, Johnson Controls, RTX, CVS Health, and FedEx.
Marcus ChenFranklin Templeton Q4 2025: Why a $19.33B Microsoft stake sits atop a $407.59B 13F portfolio
Franklin Resources closed 2025Q4 with $407.59B in reported 13F assets, 14,263 disclosed holdings, and a 65.25 WhaleScore. Sarah Mitchell breaks down why Microsoft leads the book, what the top positions say about Franklin Templeton’s U.S. equity exposure, and how to read the filing against the firm’s broader business story.
Sarah MitchellAmundi Q4 2025: Europe’s asset-management giant ends the year with a $367.99B U.S. filing
Amundi ended 2025Q4 with $367.99B in reported 13F AUM, a 73.00 WhaleScore, and a top disclosed U.S. equity book led by NVDA, AAPL, and MSFT.
Alex RiveraLegal & General Q4 2025: $450.91B insurer leans on U.S. mega-caps
Legal & General ended 2025Q4 with $450.91B in reported 13F AUM, a 71.75 WhaleScore, and a top U.S. equity book led by NVDA, AAPL, and MSFT.
Marcus ChenRoyal Bank of Canada’s $614.69B Q4 2025 U.S. Portfolio Looks Like a Wealth Platform in Bank Clothing
Royal Bank of Canada’s Q4 2025 13F hit $614.69B, but the real story is the shape of the book: ETF wrappers, mega-cap benchmarks, and Canadian bank exposure that look far more like a cross-border wealth and custody machine than a classic bank balance-sheet bet.
Alex RiveraFisher Asset Management Q4 2025: Ken Fisher’s $293B 13F Mixed Mega-Cap Tech With a $20B Bond ETF Sleeve
Fisher Asset Management reported $292.99B in Q4 2025 13F AUM, with Nvidia and Apple leading the book while iShares Treasury and corporate bond ETFs added a clear defensive sleeve.
Sarah MitchellSwiss National Bank's $168.01B US Equity Book Shows How a Central Bank Buys America's Mega-Caps
Swiss National Bank reported a $168.01B 13F portfolio for Q4 2025. The filing shows how a reserve manager gets US equity exposure: passive, diversified, and overwhelmingly tilted toward mega-cap technology.
Marcus ChenBerkshire Hathaway Q4 2025: Buffett’s $274.16B portfolio posts the highest WhaleScore in the market
Berkshire Hathaway closed 2025Q4 with $274.16B in reported 13F assets, 110 disclosed holdings, and an 85.75 WhaleScore that led all filers. The quarter reads like a high-conviction Buffett snapshot just as Greg Abel steps into the CEO role.
Marcus ChenCalPERS Q4 2025 13F: The Largest U.S. Public Pension Fund Doubles Down on Mega-Cap Leadership
CalPERS ended Q4 2025 with $174.90B in reported 13F AUM, led by a $19.81B VOO stake and heavyweight positions in Nvidia, Microsoft, Apple, and Alphabet.
Alex RiveraCapital Research Global Investors Added 9.9M Apple Shares While Cutting Meta in Q4 2025
Capital Research Global Investors finished Q4 2025 with $541.73B in 13F assets, a slightly larger book, and a clearer preference for Apple, NVIDIA, and other AI-linked compounders over Meta and Amazon.
Sarah MitchellMillennium Q1 2026 Preview: A 5,950-Holding Giant Just Pushed IWM to the Top of the Book
Millennium ended Q4 2025 with $237.79B in visible 13F assets, 5,950 holdings, and a top book dominated by IWM, IVV, QQQ, and NVDA. Q1 2026 will show whether the platform keeps leaning into ETF-heavy crowding.
Alex Rivera