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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 93 comparable managers among the 95 tracked, at Q1 2024, filed by 5 Nov 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.

Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Broadest accumulation, Q1 2024

Most comparable managers buying net of those selling. Net shares sums each manager's change in shares, and reads n.a. where listed positions cannot show it. Conviction is that change as a share of the shares held the quarter before, shown only where every holder's whole book was read.
StockBuyersSellersBreadthNet sharesConvictionHolders
MRVLMarvell Technology Inc274+23n.a.n.a.31$13.8bn
CORCencora Inc276+21n.a.n.a.34$9.3bn
STTState STR Corp256+19n.a.n.a.29$3.5bn
KDPKeurig DR Pepper Inc215+16n.a.n.a.24$10.7bn
MMM3M Co238+15n.a.n.a.29$3.3bn
ALLAllstate Corp194+15n.a.n.a.27$4.3bn
SNXTD Synnex Corporation161+15n.a.n.a.17$1.5bn
ZTSZoetis Inc2511+14n.a.n.a.35$12.2bn
FCXFreeport Mcmoran Inc239+14n.a.n.a.32$12.3bn
NTNXNutanix Inc184+14n.a.n.a.21$3.7bn
DASHDoordash Inc2512+13n.a.n.a.37$10.1bn
CRWDCrowdstrike HLDGS Inc2411+13n.a.n.a.37$7.4bn
ASMLAsml HLDG NV229+13n.a.n.a.31$23.4bn
UPSUnited Parcel Service Inc218+13n.a.n.a.28$7.7bn
SUSuncor Energy Inc New174+13n.a.n.a.20$8.3bn

Broadest reduction, Q1 2024

Most comparable managers selling net of those buying. A crowded exit is as informative as a crowded entry.
StockBuyersSellersBreadthNet sharesConvictionHolders
MSFTMicrosoft Corp2144-23n.a.n.a.68$361bn
NVDANvidia Corporation1739-22n.a.n.a.57$254bn
BKNGBooking Holdings Inc1231-19n.a.n.a.41$25.8bn
METAMeta Platforms Inc2643-17n.a.n.a.70$193bn
SPYState STR SPDR S&P 500 ETF T724-17n.a.n.a.30$25.9bn
CDNSCadence Design System Inc722-15n.a.n.a.26$12.5bn
VVisa Inc1731-14n.a.n.a.50$73.1bn
AMDAdvanced Micro Devices Inc1528-13n.a.n.a.39$27.7bn
LLYEli Lilly & Co1527-12n.a.n.a.41$95.3bn
ORLYOreilly Automotive Inc719-12n.a.n.a.24$8.3bn
JCIJohnson Controls Internation517-12n.a.n.a.19$12.3bn
GOOGAlphabet Inc1626-10n.a.n.a.46$83.4bn
TMUST-mobile US Inc1121-10n.a.n.a.29$16.7bn
XYLXylem Inc212-10n.a.n.a.14$2.1bn
ISRGIntuitive Surgical Inc1322-9n.a.n.a.32$23.6bn

New listings this quarter

Securities that first appear in a tracked book this quarter, or that are newly matched to a ticker. Their new positions are allocations, so they are not ranked as accumulation.
  • COOCooper Cos Inc21 holders$3.0bn
  • ALABAstera Labs Inc15 holders$1.5bn
  • FLUTFlutter Entmt PLC13 holders$8.6bn
  • CPAYCorpay Inc13 holders$4.5bn
  • LAZLazard Inc9 holders$152m
  • RDDTReddit Inc9 holders$69m
  • PRAXPraxis Precision Medicines I7 holders$108m
  • ALBPRAAlbemarle Corp6 holders$841m
  • ASAmer Sports Inc6 holders$111m
  • FBTCFidelity Wise Origin Bitcoin5 holders$1.3bn
  • IMNMImmunome Inc5 holders$126m
  • AHRAmerican Healthcare REIT Inc4 holders$161m

2 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.

Every manager, one book at a time →