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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 95 comparable managers among the 95 tracked, at Q1 2025, 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 2025

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
USBUS Bancorp264+22n.a.n.a.30$7.7bn
DHRDanaher Corp Del3111+20n.a.n.a.43$21.5bn
PLTRPalantir Technologies Inc279+18n.a.n.a.36$9.6bn
CMCSAComcast Corp New258+17n.a.n.a.33$24.1bn
GMGeneral MTRS Co247+17n.a.n.a.31$6.2bn
FICOFair Isaac Corp214+17n.a.n.a.25$4.8bn
AVGOBroadcom Inc3519+16n.a.n.a.48$102bn
SCHWCharles Schwab Corp (the)3116+15n.a.n.a.45$33.5bn
OMCOmnicom Group Inc172+15n.a.n.a.19$1.8bn
ISRGIntuitive Surgical Inc2814+14n.a.n.a.42$28.7bn
VZVerizon Communications Inc195+14n.a.n.a.23$7.5bn
RACEFerrari NV184+14n.a.n.a.22$5.5bn
EXRExtra Space Storage Inc173+14n.a.n.a.20$3.2bn
CELHCelsius HLDGS Inc151+14n.a.n.a.15$952m
MELIMercadolibre Inc2613+13n.a.n.a.36$26.6bn

Broadest reduction, Q1 2025

Most comparable managers selling net of those buying. A crowded exit is as informative as a crowded entry.
StockBuyersSellersBreadthNet sharesConvictionHolders
MSFTMicrosoft Corp2841-13n.a.n.a.67$294bn
NVDANvidia Corporation2637-11-53,380,534n.a.62$266bn
DXCMDexcom Inc819-11n.a.n.a.24$3.7bn
PGRProgressive Corp718-11n.a.n.a.26$23.1bn
TMOThermo Fisher Scientific Inc1222-10n.a.n.a.31$24.2bn
CCLCarnival Corp515-10n.a.n.a.17$1.5bn
DASHDoordash Inc1524-9n.a.n.a.38$13.5bn
WMTWalmart Inc1221-9n.a.n.a.32$15.1bn
CEGConstellation Energy Corp817-9n.a.n.a.21$8.2bn
TOSTToast Inc413-9n.a.n.a.16$2.7bn
UBERUber Technologies Inc1523-8n.a.n.a.37$23.9bn
COPConocophillips1220-8n.a.n.a.30$18.9bn
IBITiShares Bitcoin TR412-8n.a.n.a.14$4.2bn
SPOTSpotify Technology S A1623-7n.a.n.a.37$21.1bn
SPYState STR SPDR S&P 500 ETF T1421-7n.a.n.a.32$27.0bn

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.
  • CRWVCoreweave Inc13 holders$2.3bn
  • SAILSailpoint Inc12 holders$312m
  • KRMNKarman HLDGS Inc10 holders$192m
  • SNDKSanDisk Corp7 holders$1.3bn
  • CNRCore Natural Resources Inc6 holders$778m
  • MRPMillrose Pptys Inc5 holders$150m
  • KKRPRDKKR & Co Inc4 holders$514m
  • BBNXBeta Bionics Inc4 holders$55m
  • MRXMarex Group PLC4 holders$50m
  • VGVenture Global Inc4 holders$35m
  • SFDSmithfield Foods Inc4 holders$30m
  • KMTSKestra Med Technologies LTD4 holders$26m

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 →