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 5 comparable managers among the 95 tracked, at Q3 2026, filed by 9 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.
Broadest accumulation, Q3 2026
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| APHAmphenol Corp | 4 | 0 | +4 | +6,578,154 | +110.5% | 4$1.1bn |
| NVDANvidia Corporation | 4 | 0 | +4 | +5,146,221 | +7.4% | 4$17.0bn |
| NUNu HLDGS LTD | 3 | 0 | +3 | +13,202,869 | +5.7% | 3$3.1bn |
| CPRTCopart Inc | 3 | 0 | +3 | +3,556,096 | +86.0% | 3$210m |
| LOWLowes Cos Inc | 3 | 0 | +3 | +1,230,179 | +136.4% | 3$393m |
| AVGOBroadcom Inc | 3 | 0 | +3 | +1,068,966 | +20.6% | 3$2.2bn |
| EWEdwards Lifesciences Corp | 3 | 0 | +3 | +883,493 | +52.5% | 3$221m |
| CRWDCrowdstrike HLDGS Inc | 3 | 0 | +3 | +865,493 | +329.2% | 3$299m |
| ALABAstera Labs Inc | 3 | 0 | +3 | +789,858 | +147.3% | 3$472m |
| LNGCheniere Energy Inc | 3 | 0 | +3 | +693,154 | +1412.1% | 3$200m |
| ROLRollins Inc | 3 | 0 | +3 | +564,141 | +18.8% | 3$108m |
| CARRCarrier Global Corporation | 3 | 0 | +3 | +394,936 | +145.1% | 3$37m |
| PLTRPalantir Technologies Inc | 3 | 0 | +3 | +391,420 | +16.4% | 3$519m |
| TOSTToast Inc | 3 | 0 | +3 | +161,372 | +8529.2% | 3$4.7m |
| FERGFerguson Enterprises Inc | 3 | 0 | +3 | +68,144 | +5.7% | 3$279m |
Broadest reduction, Q3 2026
| Stock | Buyers | Sellers | Breadth | Net shares | Conviction | Holders |
|---|---|---|---|---|---|---|
| DEDeere & Co | 0 | 4 | -4 | -135,445 | -9.9% | 4$826m |
| PBRPetroleo Brasileiro S A | 0 | 3 | -3 | -8,510,498 | -13.6% | 2$1.1bn |
| RELYRemitly Global Inc | 0 | 3 | -3 | -3,977,943 | -31.3% | 3$187m |
| AAPLApple Inc | 0 | 3 | -3 | -3,405,710 | -15.7% | 4$6.1bn |
| MDLNMedline Inc | 0 | 3 | -3 | -3,300,244 | -11.9% | 2$851m |
| PEPPepsico Inc | 0 | 3 | -3 | -2,712,690 | -28.8% | 4$850m |
| PODDInsulet Corp | 0 | 3 | -3 | -1,895,308 | -68.8% | 3$112m |
| TEAMAtlassian Corporation | 0 | 3 | -3 | -1,792,117 | -29.0% | 3$786m |
| DKNGDraftkings Inc New | 0 | 3 | -3 | -1,420,826 | -18.5% | 3$119m |
| AMATApplied Matls Inc | 0 | 3 | -3 | -1,160,974 | -32.5% | 4$1.2bn |
| GHGuardant Health Inc | 0 | 3 | -3 | -998,125 | -34.4% | 3$340m |
| DOCHealthpeak Properties Inc | 0 | 3 | -3 | -888,255 | -73.4% | 2$6.4m |
| ACNAccenture PLC Ireland | 0 | 3 | -3 | -727,855 | -41.7% | 4$187m |
| ADIAnalog Devices Inc | 0 | 3 | -3 | -587,035 | -22.5% | 4$802m |
| ONOn Semiconductor Corp | 0 | 3 | -3 | -552,994 | -12.4% | 3$299m |
New listings this quarter
- AAAlcoa Corp0 holders$0
- AATAmerican Assets TR Inc0 holders$0
- AAUCAllied Gold Corp0 holders$0
- ACHCAcadia Healthcare Company In0 holders$0
- ADNTAdient PLC0 holders$0
- AEVAAeva Technologies Inc0 holders$0
- AGMFederal Agric MTG Corp-cl C0 holders$0
- AHRAmerican Healthcare REIT Inc0 holders$0
- AKTSAktis Oncology Inc0 holders$0
- ALKAlaska Air Group Inc0 holders$0
- ALKTAlkami Technology Inc0 holders$0
- ANDGAndersen Group Inc CL A0 holders$0
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.