13F Explorer
The long US equity books of 95 tracked managers, as they reported them on Form 13F. Find who holds a stock and how much of each book it is, which names were bought and sold most broadly, how sectors and themes moved, and how far two managers’ books overlap.
Each stock opens on its holders, quarter by quarter, with every position’s share of its manager’s book and the filing. Compare two to four stocks side by side →
Consensus and contrarian monitor
This covers the 91 comparable managers among the 95 tracked, at Q2 2026, filed by 27 Oct 2026. It is not the whole market. Buyers opened or added shares; sellers trimmed or exited. Each is a count of managers, among listed positions. Stocks are ranked by breadth: the number of comparable managers that opened or added shares less the number that trimmed or exited.
Broadest accumulation, Q2 2026
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| SNOWSnowflake Inc | 38 | 13 | +25 | +10,164,618 | +23.8% | 51$13.4bn |
| VSHVishay Intertechnology Inc | 32 | 7 | +25 | +18,663,121 | +107.6% | 38$1.9bn |
| POWLPowell Inds Inc | 28 | 3 | +25 | +2,385,590 | +233.6% | 30$983m |
| AMZNAmazon Com Inc | 47 | 24 | +23 | +30,386,550 | +2.5% | 72$305bn |
| SANMSanmina Corp | 30 | 8 | +22 | +4,630,220 | +41.0% | 37$4.0bn |
| AEISAdvanced Energy Inds | 31 | 10 | +21 | +848,673 | +10.6% | 40$3.3bn |
| VIAVViavi Solutions Inc | 29 | 8 | +21 | +26,790,972 | +51.1% | 38$3.7bn |
| WBDWarner Bros Discovery Inc | 29 | 9 | +20 | +71,156,263 | +20.8% | 37$11.0bn |
| STMStmicroelectronics N V | 29 | 9 | +20 | +17,828,227 | +63.4% | 36$3.4bn |
| AEMAgnico Eagle Mines LTD | 27 | 7 | +20 | -7,552,253 | -10.3% | 33$10.3bn |
| MDTMedtronic PLC | 30 | 11 | +19 | -2,849,644 | -2.1% | 37$13.3bn |
| HLNEHamilton Lane Inc | 27 | 8 | +19 | +1,999,333 | +32.8% | 31$637m |
| WOLFWolfspeed Inc | 25 | 6 | +19 | +2,988,780 | +36.9% | 29$534m |
| KDKyndryl HLDGS Inc | 24 | 5 | +19 | +15,397,703 | +34.4% | 28$676m |
| AMBQAmbiq Micro Inc | 23 | 4 | +19 | +3,393,037 | +175.8% | 27$432m |
Broadest reduction, Q2 2026
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| SPHRMadison Square GRDN Entertnm | 5 | 27 | -22 | -1,398,288 | -25.4% | 27$711m |
| STKLSunopta Inc | 0 | 21 | -21 | -32,451,615 | -99.8% | 1$406k |
| GEVGe Vernova Inc | 13 | 33 | -20 | -3,740,061 | -8.8% | 40$45.5bn |
| TERTeradyne Inc | 11 | 30 | -19 | -2,522,761 | -10.2% | 36$10.7bn |
| CMICummins Inc | 10 | 29 | -19 | -583,830 | -4.5% | 30$8.8bn |
| TSMTaiwan Semiconductor Manufac | 22 | 40 | -18 | -6,339,965 | -3.0% | 60$98.1bn |
| GFLGFL Environmental Inc | 9 | 27 | -18 | -7,508,003 | -10.0% | 27$2.9bn |
| BBarrick MNG Corp | 12 | 29 | -17 | -38,756,993 | -19.8% | 36$6.0bn |
| TELTe Connectivity PLC | 13 | 29 | -16 | +1,399,301 | +2.4% | 38$12.3bn |
| HDBHDFC Bank LTD | 12 | 28 | -16 | -11,526,274 | -12.2% | 35$2.4bn |
| WCNWaste Connections Inc | 11 | 27 | -16 | -1,724,638 | -5.3% | 33$5.2bn |
| MOG-AMoog Inc | 9 | 25 | -16 | -145,579 | -4.3% | 28$1.3bn |
| ASTSAst Spacemobile Inc | 8 | 24 | -16 | -4,790,249 | -31.5% | 20$925m |
| GLIBKGci Liberty Inc | 7 | 23 | -16 | +845,895 | +11.2% | 21$182m |
| MUMicron Technology Inc | 19 | 34 | -15 | -23,164,790 | -13.8% | 50$164bn |
New listings this quarter
- SPCXSpace Exploration Techn Corp51 holders$106bn
- CBRSCerebras Systems Inc39 holders$9.0bn
- DPCDPC Holdings PLC35 holders$898m
- HONHoneywell Intl Inc33 holders$7.5bn
- HONAHoneywell Aerospace Inc32 holders$8.2bn
- FDXFFedex FGHT HLDG Co Inc32 holders$3.1bn
- INIOInnio NV32 holders$2.3bn
- VGNTVersigent PLC32 holders$650m
- DDDupont de Nemours Inc31 holders$1.4bn
- QNTQuantinuum Inc30 holders$1.3bn
- MAIRMadison Air Solutions Corp28 holders$2.0bn
- ARXSArxis Inc28 holders$1.1bn
11 stocks had a share split this quarter and are left out, since the change in shares was the split rather than trading.
What a 13F can and cannot say
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later: never today’s portfolio, and never shorts, cash, bonds or performance. Buying here means more shares, so a rise in value with no rise in shares is a price move. Changes are counted only among managers that filed both quarters. Large books are listed to their largest positions, so a manager missing from a list may still hold a small position. These are 95 managers, not the institutional market.