Updated Jun 18, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Point72 Q1 2026: $78.05B Book After a 12.7% Cut
Steve Cohen’s Point72 reset its reported 13F book to $78.05B in Q1 2026 while keeping SPY, NVDA, AMZN, and AI-infrastructure names near the top.
Alex RiveraMarshall Wace Q1 2026: $17.17B IVV Anchor
Marshall Wace reported $100.41B for 2026Q1, with IVV as the largest line and mega-cap tech underneath the ETF layer.
Marcus ChenRussell Investments Q1 2026: 24,600 Holdings, One Big Tilt
Russell Investments' sprawling 24,600-position multi-manager book added across mega-cap tech in Q1 2026, with Nvidia at 6.4% the standout in an otherwise hyper-diversified portfolio.
Marcus ChenVoya IM Q1 2026: Nvidia Anchors a Steady Mega-Cap Book
Voya Investment Management held its AI complex firm in Q1 2026, with Nvidia its largest position at 5.9%, while trimming Microsoft 30% and adding to JPMorgan.
Marcus Chen1832 Asset Management Q1 2026: A $27.6B Bet on the S&P 500
Scotiabank's in-house manager parked a new $27.6B SPDR S&P 500 ETF position — a full quarter of its portfolio — even as its 13F book shrank 17% to $108.78B.
Marcus ChenQube Research Q1 2026: A Quant Giant Trims Its AI Winners
Qube Research & Technologies' first 13F AUM decline since 2024 came with an aggressive systematic rotation — cutting Nvidia, Amazon and Broadcom while doubling Alphabet and Eli Lilly.
Marcus ChenPolaris Capital Q1 2026: Deep Value, Spread Worldwide
Polaris Capital Management's $1.22 billion 13F spreads across 84 global value names — led by Puerto Rico's Popular Inc, Irish-domiciled Jazz and Linde, and a fresh stake in Eastman Chemical — a study in diversified, contrarian deep value.
Marcus ChenTweedy Browne Q4 2025: A Global Value Barbell
Tweedy, Browne's $1.24 billion U.S. 13F pairs two outsized convictions — Ionis Pharmaceuticals and a fast-growing CNH Industrial stake — with a deep bench of global value names led by Coca-Cola FEMSA and Berkshire Hathaway.
Marcus ChenGreenhaven Q1 2026: Wachenheim's 46% Homebuilder Bet
Edgar Wachenheim's Greenhaven Associates runs $6.07 billion across just 27 positions, with roughly 46% concentrated in four homebuilders and General Motors as its single largest holding. A look at one of the most concentrated value portfolios in the 13F universe.
Marcus ChenThird Point Q1 2026: Loeb Cut the 13F Book 71%
Dan Loeb's Third Point shrank its reported U.S. equity book from $7.27 billion to $2.08 billion in Q1 2026, a 71.4% reduction, trimming nearly every position and concentrating 19.4% of the portfolio into Amazon.
Marcus ChenLi Lu's Himalaya Q1 2026: Alphabet Is 45% of the Book
Li Lu's Himalaya Capital ran nearly 45% of its $3.20B 13F portfolio in Alphabet in Q1 2026, kept its top five names at 82% of assets, cut Bank of America 71%, and opened new stakes in Tencent Music and S&P Global.
Marcus ChenSanders Capital Q1 2026 13F: 44 Bets, Amazon Doubled
Sanders Capital runs a $83.93B book in just 44 names. In Q1 2026 it doubled its Amazon stake while trimming the semiconductor winners that had led the portfolio.
Marcus ChenBoston Partners Q1 2026 13F: Deep Value, Maximum Spread
Boston Partners runs one of the most diversified value books in the 13F universe — its top holding is barely 2% of $95.47B. In Q1 2026 it made a rare $1.41B conviction bet on Cencora.
Marcus ChenBaillie Gifford Q1 2026 13F: Trimming Growth, Buying Energy
Baillie Gifford's reported 13F book fell to $97.89B in Q1 2026, a 18.7% drop, as the famed growth shop trimmed its mega-cap winners and rotated into energy and old-economy value.
Marcus ChenLogan Capital 13F (2026 Q1): Broadly Diversified Growth
Logan Capital runs growth with a diversified hand, about 273 positions with no name above 6%, led by Apple, Broadcom, Amazon and Microsoft. A look at broad large-cap-growth exposure as a strategy, the steady asset base, and a quiet quarter whose biggest move was a KLA trim.
Marcus ChenDisciplined Growth 13F (2026 Q1): Concentrated, Contrarian Growth
Disciplined Growth Investors, a Minneapolis firm, runs concentrated, long-horizon growth with a contrarian streak, just 61 positions led by Plexus, Garmin, Pure Storage and a sizable Viasat bet. A look at conviction sizing in specialized tech and industrial growth, and the quarter's light pruning.
Marcus ChenHardman Johnston 13F (2026 Q1): A Nuclear-Sized Cameco Bet
Hardman Johnston, a global growth manager, made a nuclear-sized statement in 2026 Q1: it built Cameco into a 17.6% top position with a 3,911% share increase, funded by trimming ASML, Taiwan Semiconductor and Nvidia. A vivid case of conviction expressed through thematic concentration.
Marcus ChenGlenview Capital 13F (2026 Q1): An Activist's Healthcare Book
Larry Robbins' Glenview Capital still builds around healthcare: its 2026 Q1 long book is anchored by a 14.8% CVS stake, with Cigna lifted 79% and Teva cut 60%, a sharpened managed-care bet, plus a fresh push into AMD and Amazon. A look at how a concentrated activist reshapes a book.
Marcus ChenCambiar Investors 13F (2026 Q1): A Flat Relative-Value Book
Cambiar Investors runs relative value with a level hand: its 2026 Q1 book holds 145 names with the top ten all within a hair of 2.7% each. A diversified, cross-sector basket of relatively cheap stocks, with marginal adds to Delta, Uber and Elevance, balance as the whole strategy.
Marcus ChenChamplain 13F (2026 Q1): Buying Quality Tech as Assets Shrink
Champlain Investment Partners' SMID book shrank about 20% on outflows in 2026 Q1, but underneath it the firm bought decisively, Veeva up 81% of shares, Synopsys 39%, a new EOG stake. A clear rotation toward quality software, and a lesson in reading conviction against a falling asset base.
Marcus Chen