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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 94 comparable managers among the 95 tracked, at Q4 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, Q4 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
BABoeing Co274+23n.a.n.a.30$27.9bn
AJGGallagher Arthur J & Co265+21n.a.n.a.32$12.4bn
COPConocophillips267+19n.a.n.a.33$18.5bn
CRMSalesforce Inc3517+18n.a.n.a.53$40.1bn
NFLXNetflix Inc.3417+17n.a.n.a.50$73.4bn
MRVLMarvell Technology Inc258+17n.a.n.a.31$22.9bn
SCHWCharles Schwab Corp (the)2711+16n.a.n.a.38$25.4bn
CSCOCisco Sys Inc2610+16n.a.n.a.37$17.5bn
RBLXRoblox Corp237+16n.a.n.a.32$9.5bn
CDWCDW Corp182+16n.a.n.a.20$3.1bn
TSLATesla Inc3016+14n.a.n.a.43$74.6bn
APPApplovin Corp2612+14n.a.n.a.36$16.5bn
FLUTFlutter Entmt PLC2511+14n.a.n.a.38$15.5bn
SBUXStarbucks Corp239+14n.a.n.a.31$15.2bn
TWLOTwilio Inc217+14n.a.n.a.29$2.4bn

Broadest reduction, Q4 2024

Most comparable managers selling net of those buying. A crowded exit is as informative as a crowded entry.
StockBuyersSellersBreadthNet sharesConvictionHolders
GOOGAlphabet Inc1631-15n.a.n.a.49$94.5bn
SPOTSpotify Technology S A1328-15n.a.n.a.38$18.4bn
PGRProgressive Corp1023-13n.a.n.a.32$21.6bn
VVisa Inc1526-11n.a.n.a.47$77.6bn
ETNEaton Corp PLC1120-9n.a.n.a.28$16.4bn
JDJd.com Inc918-9n.a.n.a.27$3.9bn
AXPAmerican Express Co716-9n.a.n.a.26$65.8bn
ILMNIllumina Inc514-9n.a.n.a.16$4.1bn
SNSharkninja Inc413-9n.a.n.a.15$2.2bn
CHDChurch & Dwight Co Inc312-9n.a.n.a.11$1.7bn
YUMCYum China HLDGS Inc312-9n.a.n.a.13$2.0bn
CMGChipotle Mexican Grill Inc1523-8n.a.n.a.37$16.0bn
SPGIS&P Global Inc1220-8n.a.n.a.31$19.1bn
WDAYWorkday Inc1018-8n.a.n.a.24$6.2bn
MCDMcDonald's Corp917-8n.a.n.a.24$14.4bn

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.
  • LRCXLam Research Corp40 holders$9.6bn
  • ANETArista Networks Inc35 holders$17.1bn
  • BLKBlackrock Inc16 holders$13.9bn
  • APTVAptiv PLC16 holders$2.6bn
  • TTANServicetitan Inc15 holders$889m
  • SMCISuper Micro Computer Inc14 holders$774m
  • SAROStandardaero Inc13 holders$791m
  • BAPRABoeing Co9 holders$2.1bn
  • PRMBPrimo Brands Corporation9 holders$865m
  • FLGNew York Cmnty Bancorp Inc7 holders$369m
  • PCGPRXPg&e Corp6 holders$327m
  • AMTMAmentum Holdings Inc5 holders$366m

4 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 →