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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 Q2 2025, 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.

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

Broadest accumulation, Q2 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
NVDANvidia Corporation4517+28n.a.n.a.61$408bn
COFCapital One Finl Corp347+27n.a.n.a.43$28.2bn
DDOGDatadog Inc308+22n.a.n.a.38$8.2bn
PCGPg&e Corp244+20n.a.n.a.27$7.1bn
MSFTMicrosoft Corp4223+19n.a.n.a.65$401bn
BROBrown & Brown Inc212+19n.a.n.a.21$4.6bn
TSMTaiwan Semiconductor Manufac3517+18n.a.n.a.50$48.3bn
ABNBAirbnb Inc279+18n.a.n.a.34$10.0bn
TTWOTake-two Interactive Softwar224+18n.a.n.a.27$7.1bn
AMZNAmazon Com Inc4427+17n.a.n.a.71$253bn
MAMastercard Incorporated3215+17n.a.n.a.50$68.3bn
PGProcter & Gamble Co2912+17n.a.n.a.40$20.1bn
TMOThermo Fisher Scientific Inc2711+16n.a.n.a.39$18.8bn
CPNGCoupang Inc248+16n.a.n.a.30$14.2bn
CRWDCrowdstrike HLDGS Inc215+16n.a.n.a.26$7.1bn

Broadest reduction, Q2 2025

Most comparable managers selling net of those buying. A crowded exit is as informative as a crowded entry.
StockBuyersSellersBreadthNet sharesConvictionHolders
METAMeta Platforms Inc2639-13n.a.n.a.62$270bn
BABAAlibaba Group HLDG LTD619-13n.a.n.a.20$5.3bn
NFLXNetflix Inc.1728-11n.a.n.a.45$106bn
TRVTravelers Companies Inc514-9n.a.n.a.17$8.6bn
FFIVF5 Inc211-9n.a.n.a.11$1.3bn
GOOGAlphabet Inc2129-8n.a.n.a.50$77.5bn
ACNAccenture PLC Ireland816-8n.a.n.a.24$15.4bn
HWMHowmet Aerospace Inc715-8n.a.n.a.22$13.2bn
MMM3M Co715-8n.a.n.a.21$6.9bn
ATIAllegheny Technologies Inc614-8n.a.n.a.19$2.0bn
DHRDanaher Corp Del1724-7n.a.n.a.41$18.6bn
ADIAnalog Devices Inc1118-7n.a.n.a.29$12.0bn
USBUS Bancorp1017-7n.a.n.a.25$7.7bn
HDBHDFC Bank LTD815-7n.a.n.a.21$3.7bn
VRSKVerisk Analytics Inc714-7n.a.n.a.19$7.3bn

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.
  • CRCLCircle Internet Group Inc16 holders$5.1bn
  • BBarrick MNG Corp13 holders$4.4bn
  • CAICaris Life Sciences Inc12 holders$783m
  • CHYMChime Finl Inc10 holders$1.3bn
  • HNGEHinge Health Inc10 holders$362m
  • ETOREtoro Group Ltd10 holders$164m
  • RKLBRocket Lab Corp9 holders$1.2bn
  • RALRalliant Corp9 holders$1.1bn
  • SEZLSezzle Inc9 holders$435m
  • AMRZAmrize LTD7 holders$1.2bn
  • GLXYGalaxy Digital Inc.7 holders$727m
  • SMASmartstop Self Storag REIT I7 holders$239m

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 →