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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 Q3 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, Q3 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
SNOWSnowflake Inc313+28n.a.n.a.33$10.1bn
MSFTMicrosoft Corp4424+20n.a.n.a.70$427bn
AVGOBroadcom Inc3618+18n.a.n.a.53$209bn
VVisa Inc3114+17n.a.n.a.48$82.8bn
ALNYAlnylam Pharmaceuticals Inc258+17n.a.n.a.33$26.6bn
FERGFerguson Enterprises Inc2510+15n.a.n.a.36$8.6bn
TELTe Connectivity PLC2510+15n.a.n.a.35$13.4bn
SLBSLB Limited205+15n.a.n.a.25$6.1bn
TSLATesla Inc2915+14n.a.n.a.41$82.7bn
SPOTSpotify Technology S A2612+14n.a.n.a.38$26.9bn
MCDMcDonald's Corp2511+14n.a.n.a.35$14.1bn
CRWVCoreweave Inc206+14n.a.n.a.22$7.3bn
ROPRoper Technologies Inc206+14n.a.n.a.28$5.8bn
TSMTaiwan Semiconductor Manufac3219+13n.a.n.a.54$61.3bn
UNPUnion Pac Corp2916+13n.a.n.a.44$16.2bn

Broadest reduction, Q3 2025

Most comparable managers selling net of those buying. A crowded exit is as informative as a crowded entry.
StockBuyersSellersBreadthNet sharesConvictionHolders
GEGe Aerospace724-17n.a.n.a.31$67.0bn
HDHome Depot Inc1326-13n.a.n.a.36$33.0bn
MSCIMsci Inc417-13n.a.n.a.20$3.3bn
UNHUnitedhealth Group Inc1728-11n.a.n.a.42$44.3bn
CORCencora Inc819-11n.a.n.a.28$11.2bn
CRHCRH PLC1020-10n.a.n.a.29$12.3bn
SYFSynchrony Financial515-10n.a.n.a.16$4.1bn
MAMastercard Incorporated1726-9n.a.n.a.44$68.1bn
ICLRIcon Pub LTD Co817-9n.a.n.a.21$4.9bn
EQHEquitable Holdings Inc211-9n.a.n.a.9$1.9bn
GEVGe Vernova Inc1523-8n.a.n.a.35$29.5bn
RTXRTX Corporation1321-8n.a.n.a.33$30.0bn
XYZBlock Inc715-8n.a.n.a.19$7.5bn
ETNEaton Corp PLC614-8n.a.n.a.20$15.5bn
RBLXRoblox Corp1724-7n.a.n.a.41$22.2bn

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.
  • FIGFigma Inc15 holders$887m
  • JBSJBS N.v.14 holders$500m
  • VNOMViper Energy Inc13 holders$2.1bn
  • NTSKNetskope Inc13 holders$221m
  • AMRZAmrize LTD12 holders$1.8bn
  • BLSHBullish12 holders$456m
  • FIGRFigure Technology Solutio12 holders$250m
  • KLARKlarna Group PLC11 holders$730m
  • STUBStubhub HLDGS Inc11 holders$365m
  • JHXJames Hardie Inds PLC10 holders$1.9bn
  • SSBSouthstate BK Corp8 holders$608m
  • LIONLionsgate Studios Corp8 holders$209m

1 stock had a share split this quarter and is 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 →