Research

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.

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

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

Marcus Chen

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

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

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.

Marcus Chen

Maverick Capital's $9.3B Tactical Reset: Lee Ainslie's Q4 2025 AI Pivot

Maverick Capital reported a $9.32B portfolio in Q4 2025, revealing a disciplined rotation into AI infrastructure and semi-conductor giants.

Marcus Chen

Ameriprise Financial Inc. Q4 2025 13F Analysis: A $442B Portfolio Refresh

Ameriprise Financial Inc. revealed a massive $442.51B portfolio in Q4 2025, showing a significant tactical pivot into mega-cap technology.

Marcus Chen

Saba Capital's Q4 2025 Overhaul: Boaz Weinstein's $3.37B Pivot into Closed-End Funds

Saba Capital Management executed a massive portfolio rotation in Q4 2025, initiating new top-tier positions in several closed-end funds including ECAT and NFJ.

Marcus Chen

Bank of America Q4 2025 13F: A Study in Diversified Institutional Strategy

Marcus Chen

JPMorgan Chase Q4 2025 13F: Strategic Institutional Weight Shifts

Marcus Chen

Morgan Stanley Q4 2025 Analysis: Tech-Heavy Mega-Portfolio Strategy

Marcus Chen

BlackRock, Inc. Q4 2025: Analyzing the Tactical Shifts of a .92 Trillion Giant

BlackRock's Q4 2025 filing reveals a massive .92T portfolio with significant concentration in AI and mega-cap tech. We dive into the data to see what the world's largest asset manager is doing.

Marcus Chen

Goldman Sachs Q4 2025 13F: Navigating the AI Frontier with $815 Billion in Assets

Goldman Sachs maintains a massive $815 billion 13F portfolio, with its top bets focused squarely on the leaders of the artificial intelligence revolution.

Marcus Chen