Updated May 23, 2026 · 608 articles
Research
Quarterly deep analysis of institutional holdings, hedge fund strategies, and market trends from SEC 13F filings.
Gilder Gagnon Q1 2026: A Diffuse Growth Book, Core Held
Gilder Gagnon Howe spreads its $8.3B book across 252 growth names, holding its Nvidia-Netflix-Cloudflare core flat in Q1 2026 while the activity stays in the long tail.
Marcus ChenAxiom Q1 2026: A Growth Book Tilts to AI and Industrials
Axiom Investors raised Nvidia 21%, GE Aerospace 19%, and JPMorgan 9% in Q1 2026 while cutting Amazon and Morgan Stanley - a global-growth rotation toward AI and industrials.
Marcus ChenCauseway Q1 2026: An International Value Book Goes Global
Causeway Capital's $8.2B book leans into foreign-listed value names plus Carnival, Canadian Pacific, and Alibaba - an international value manager's deliberately global tilt.
Marcus ChenEgerton Q1 2026: A 24-Stock Book Triples Alphabet
Egerton Capital tripled Alphabet, doubled Moody's, and opened a new Nvidia position in Q1 2026 while cutting Amazon 60% - high-conviction moves in a 24-stock long-short book.
Marcus ChenSoros Q1 2026: An Opportunistic Macro Book in Motion
Soros Fund Management raised its S&P 500 ETF 316%, Taiwan Semiconductor 156%, and CoreWeave 91% in Q1 2026 while rotating energy ETFs - a flexible macro book across stocks, ETFs, and credit.
Marcus ChenHorizon Kinetics Q1 2026: Half a Book in One Land Stock
Horizon Kinetics holds 51% of its $9.2B book in Texas Pacific Land, plus a Bitcoin trust and royalty names - Murray Stahl's contrarian bet on scarcity and inflation.
Marcus ChenCantillon Q1 2026: A Uniform Trim That Signals De-Risking
Cantillon cut nearly every top holding by the same 12% in Q1 2026 - the signature of a deliberate de-grossing - with a sharper 49% cut to Applied Materials as the lone stock-specific call.
Marcus ChenFundsmith Q1 2026: Terry Smith's 'Do Nothing' Book Sells
Fundsmith trimmed every top holding - Marriott, Stryker, Visa, Alphabet - in Q1 2026 as its book nearly halved to $12.8B, the footprint of outflows, not a change in view.
Marcus ChenPolen Capital Q1 2026: A Growth Book Cut in Half
Polen Capital's book fell 38% in Q1 2026 to $14.5B, down from ~$40B two years earlier, as it cut Amazon 55% and most megacaps, adding only ServiceNow.
Marcus ChenMarkel Q1 2026: A 'Baby Berkshire' That Owns Berkshire
Markel's equity book holds Berkshire Hathaway as its largest exposure, alongside Alphabet, Brookfield, and Deere - a Buffett-style buy-and-hold portfolio, all held flat.
Marcus ChenSaudi PIF Q1 2026: A $12B Book in Just Three Stocks
Saudi Arabia's PIF holds its $12B US 13F in just four positions - Uber, Electronic Arts, and Lucid - strategic stakes reflecting ride-hailing, gaming, and EV bets.
Marcus ChenARK Q1 2026: Cathie Wood Bets on the Next Disruptors
Cathie Wood's ARK raised Tempus AI 27%, Robinhood 25%, and Circle in Q1 2026 - leaning into AI, fintech, and crypto disruptors as its book shrank to $12.9B.
Marcus ChenMubadala Q1 2026: A Sovereign Fund's $19B Chip Bet
Abu Dhabi's Mubadala holds 92% of its US 13F in GlobalFoundries (~$19B), with smaller bets on Arm, Micron, and a spot-Bitcoin ETF - a sovereign fund's chip-and-AI tilt.
Marcus ChenElliott Q1 2026: A 32-Stock Activist Book, Heavy on Energy
Elliott's concentrated 32-position 13F is anchored by activist energy stakes in Phillips 66 and Suncor, with a trimmed Southwest position and a growing HP Enterprise stake.
Marcus ChenEpoch Q1 2026: Playing Defense, Adding AbbVie, Cutting Semis
Epoch trimmed Applied Materials 25%, Meta 19%, and JPMorgan 11% in Q1 2026 while adding AbbVie - a value-income manager playing defense as its book shrank to $16.5B.
Marcus ChenEARNEST Partners Q1 2026: A $24B Book With No Megacaps
EARNEST Partners runs a $24B book with no megacaps up top - Moog, Woodward, GATX, Reinsurance Group - a diversified mid-cap industrial and specialty portfolio.
Marcus ChenO'Shaughnessy Q1 2026: Quant Model Adds Across Megacaps
O'Shaughnessy's quant model raised Apple 46%, Alphabet 28%, and Nvidia 26% in Q1 2026 - a systematic, across-the-board megacap tilt as the book doubled to $20B over two years.
Marcus ChenWinslow Capital Q1 2026: Cutting Microsoft and Amazon
Winslow Capital cut Microsoft 29% and Amazon 33% in Q1 2026 while adding Apple, Alphabet, and Broadcom and holding Nvidia flat - a $25.7B concentrated growth book re-ranking the megacaps.
Marcus ChenHotchkis & Wiley Q1 2026: A Deep-Value Bet on Workday
Hotchkis & Wiley raised Workday 58% to its top holding in Q1 2026 while trimming Apache, F5, and Citigroup - a $32B deep-value shop rotating into beaten-down software.
Marcus ChenGotham Q1 2026: Why Greenblatt's Top Holding Is an ETF
Gotham Asset Management's largest 13F position is an S&P 500 ETF at 21% of the book - a window into how a long-short value manager's filing differs from a long-only fund's.
Marcus Chen