Updated May 23, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Renaissance Technologies Q1 2026: A Quant Book's Breadth
Renaissance's 13F holds just 14% in its top 10 and 86% in a long tail — a model-driven quant book. Q1 2026 moves like Nvidia +190% are signal rebalancing.
Marcus ChenLazard Q1 2026: Adding Across Tech and Infrastructure
Lazard broadly added in Q1 2026 — Nvidia +23%, American Tower +20%, Crown Castle +16% — barbelling AI growth with rate-sensitive infrastructure REITs.
Marcus ChenLoomis Sayles Q1 2026: A Concentrated Megacap-Growth Book
Loomis Sayles held nearly 10% of its $74.33B book in Nvidia and 38% in six megacap-growth leaders through a down quarter — growth conviction held flat.
Marcus ChenHarris Associates Q1 2026: Oakmark's Big Salesforce Add
Oakmark's Harris Associates lifted Salesforce 52% to its top holding in Q1 2026 while trimming energy — a value manager underwriting large-cap software.
Marcus ChenGQG Partners Q1 2026: A Big New Bet on Chevron
Rajiv Jain's GQG Partners lifted Chevron 631% and added to Petrobras in Q1 2026 — an energy pivot inside one of the most concentrated large 13F books.
Marcus ChenArtisan Partners Q1 2026: A Financials-Heavy Value Book
Artisan's focused ~330-name book leans hard into financials — Arch Capital, BNY Mellon, Schwab, Amex, Citi, Berkshire — and held steady through a -6.7% AUM quarter.
Marcus ChenTudor Q1 2026: Cutting Small-Caps, Doubling Gold
Paul Tudor Jones' macro fund trimmed its Russell 2000 and Nasdaq ETF sleeves while more than doubling gold and tripling Tesla in Q1 2026 — a clean risk rotation.
Marcus ChenEnsign Peak Q1 2026: A $53.67B Book That Barely Trades
The LDS Church's investment arm holds a concentrated megacap-tech core flat across roughly 1,700 positions. Its Q1 2026 AUM slide is market beta, not selling.
Marcus ChenConfluence Q1 2026: A Dividend Book With Cash on Top
Confluence Investment Management's largest holding is a Treasury-bill ETF, atop a broad book of dividend payers - Lockheed, Chevron, Hershey - a cautious, income-focused portfolio.
Marcus ChenVeritas Q1 2026: A Quality Book Halved by Outflows
Veritas Asset Management cut nearly every top holding 24-40% in Q1 2026 as its book fell 39.6% to $5.9B - the footprint of outflows - with Mastercard the lone add.
Marcus ChenSamlyn Q1 2026: A Long-Short Tilt Into Financials
Samlyn Capital raised LPL 47%, JPMorgan 111%, and Primerica 323% in Q1 2026 while trimming Capital One and Morgan Stanley - a long-short rotation into financials and platforms.
Marcus ChenEnergy Income Partners Q1 2026: A Pure Pipeline Book
Energy Income Partners' $6.2B book is built entirely on midstream pipelines and regulated utilities - Enterprise Products, Energy Transfer, MPLX - a pure energy-income strategy.
Marcus ChenKensico Q4 2025: A Third of the Book in One Stock
Kensico Capital holds 36% of its $5.9B book in AppLovin and opened a new 18% Howmet stake - two names exceed half the portfolio - while re-risking into FICO, Amazon, and Microsoft.
Marcus ChenSequoia Fund Q4 2025: Trimming Megacaps, Holding Quality
Ruane, Cunniff & Goldfarb - the Sequoia Fund manager - trimmed Alphabet, Schwab, and TSMC while holding its distinctive quality core flat: Formula One, Capital One, Elevance, ICE.
Marcus ChenTocqueville Q1 2026: Diversified Quality With a Gold Hedge
Tocqueville's broad 500-name quality book is anchored by Home Depot and megacaps, with a gold-ETF hedge in the top ten - a low-turnover, resilience-minded portfolio.
Marcus ChenMagellan Q1 2026: Pivoting From Megacaps to Tower REITs
Magellan trimmed Amazon, Microsoft, and TSMC in Q1 2026 while boosting cell-tower REITs Crown Castle 59% and American Tower 40% - a global manager's defensive infrastructure pivot.
Marcus ChenCarronade Q1 2026: An Event-Driven Book Under an ETF
Carronade Capital's 13F is 77% an S&P 500 ETF overlay, with a concentrated event-driven sleeve beneath - Viasat, Talen Energy, Comcast - all added to in Q1 2026.
Marcus ChenYacktman Q1 2026: Defensive Value, Energy and Staples
Yacktman's $7.5B book is anchored by Canadian Natural Resources and consumer staples, mostly held flat - disciplined defensive value in a growth-dominated market.
Marcus ChenWhale Rock Q1 2026: Platforms Over Hardware in Tech
Whale Rock raised Alphabet 27% to its top holding while trimming SanDisk, Celestica, TTM, and Corning - a tech-growth fund rotating from hardware toward platforms.
Marcus ChenAppaloosa Q4 2025: Tepper Re-Risks Into Tech and Semis
David Tepper's Appaloosa doubled its position count to 38, opened new Amazon, Micron, and TSMC stakes, and boosted Meta 62% while trimming its Alibaba anchor.
Marcus Chen