Updated May 24, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Pershing Square Q1 2026: Ackman Buys Microsoft, Exits Alphabet
Bill Ackman's 11-stock book opened a major Microsoft position (15% of assets) and nearly exited Alphabet in Q1 2026, while adding to Amazon — a big-tech rotation.
Marcus ChenLondon Co Q1 2026: A Quality, Low-Volatility Book
The London Company of Virginia holds durable, quality names — Apple, Berkshire, Norfolk Southern — and in Q1 2026 added to utility Dominion while trimming Corning.
Marcus ChenFred Alger Q1 2026: 12.5% in Nvidia, Growth Conviction
Fred Alger, a growth-investing pioneer, holds 12.55% in Nvidia and added to it through a 10.7% drawdown — high-conviction growth anchored by AI leaders.
Marcus ChenDiamond Hill Q1 2026: Trim Everything, Add Microsoft
Diamond Hill cut most of its value book 17-37% in Q1 2026 as its value slid 18% — while raising Microsoft 400%, the lone high-conviction exception.
Marcus ChenWestfield Q1 2026: Growth With an AI-Infrastructure Tilt
Westfield Capital pairs megacap tech with the physical AI build-out — data-center contractor Comfort Systems and power maker Vertiv — alongside its Nvidia anchor.
Marcus ChenBahl & Gaynor Q1 2026: A Dividend-Growth Book
Bahl & Gaynor's $19.8B income book holds quality dividend payers — Broadcom, J&J, AbbVie, NextEra — with very low turnover. A steady dividend-growth strategy.
Marcus ChenOrbis Q1 2026: Contrarian Bets on Gas and Biotech
Orbis Allan Gray made bold contrarian adds in Q1 2026 — EQT +248%, Praxis +97%, Motorola +46% — across an off-index global value book.
Marcus ChenDavis Selected Q1 2026: A Financials-Led Value Book
Davis Selected Advisers' value book is led by Capital One, U.S. Bancorp, and Markel, with an energy add in Coterra. Low turnover from a patient value manager.
Marcus ChenCalamos Q1 2026: A Risk-On Quarter in Growth and ETFs
Calamos added broadly to megacaps and ramped index ETFs (SPY +45%, new QQQ) in Q1 2026, while its convertible heritage shows in holdings like a Western Digital convert.
Marcus ChenBarrow Hanley Q1 2026: Deep Value, No Megacap Tech
Barrow Hanley's $30.5B book holds no megacap tech — pharma, energy, and utilities lead. In Q1 2026 it added GE HealthCare +83% and HP Enterprise +57%.
Marcus ChenSands Capital Q1 2026: Trimming Growth, Adding Spotify
Sands Capital's concentrated growth book fell 22.5% in Q1 2026 as it trimmed Nvidia, TSMC, Amazon, and Visa — with Spotify (+22%) the lone conviction add.
Marcus ChenTemasek Q1 2026: Singapore's SWF Anchored by BlackRock
Singapore's Temasek holds 16.8% of its US book in BlackRock, plus payments and AI names. In Q1 2026 it added Broadcom +42%, Mastercard +16%, Thermo Fisher +40%.
Marcus ChenFirst Manhattan Q1 2026: 30% in Berkshire Hathaway
First Manhattan, the value firm tied to Buffett associate Sandy Gottesman, holds ~30% of its $36B book in Berkshire Hathaway and added 53% to Amazon in Q1 2026.
Marcus ChenParnassus Q1 2026: A Broad Trim Across a Quality Book
Parnassus, the ESG-investing pioneer, trimmed nearly every top holding 6-8% (Deere -29%) in Q1 2026 — a broad de-risking as its book fell to $34B.
Marcus ChenGMO Q1 2026: Grantham's Quality Megacap Book
GMO added Microsoft to its top spot and trimmed Lam Research in Q1 2026 — a quality book of profitable megacaps and healthcare defensives despite cautious commentary.
Marcus ChenKayne Anderson Rudnick Q1 2026: A Non-Megacap Book
Kayne Anderson Rudnick's $34B book holds quality small- and mid-caps — Jack Henry, Toro, Teledyne — and no megacaps. Its value has slid as small-caps lag.
Marcus ChenViking Global Q1 2026: Big Adds to Visa and Tesla
Viking Global raised Visa 59% to its top holding, lifted Tesla 47%, and opened a new Apple stake in Q1 2026 — a Tiger cub leaning into payments and megacap tech.
Marcus ChenTCI Q1 2026: Chris Hohn's 10-Stock, GE-Anchored Book
TCI Fund Management holds just ten stocks, with GE Aerospace at 30%. In Q1 2026 it added to its quality compounders and slashed Microsoft 84%.
Marcus ChenMan Group Q1 2026: Rotating Within the Megacaps
The world's largest listed hedge fund added Microsoft and Eli Lilly while trimming Amazon and Nvidia in Q1 2026 — a measured rotation within its megacap book.
Marcus ChenFederated Hermes Q1 2026: Buying AI and the Power Grid
Federated Hermes added to AI chips (Nvidia, Broadcom) and the power behind them (GE Vernova +22%, Chevron) in Q1 2026 — buying the full AI-infrastructure chain.
Marcus Chen