Follow the smart money,
not the noise.

Every institutional portfolio from SEC 13F filings — who owns what, who is buying, and whose moves are actually worth following. Backtested, not vibes.

Where smart money piled in

Q1 2026 →
StockNew fundsEst. inflowBuyers include
AZN ASTRAZENECA PLC-SPONS ADR+107$19.64BINVESTOR AB, PRIMECAP MANAGEMENT CO/CA/, CAUSEWAY CAPITAL MANAGEMENT LLC
MU MICRON TECHNOLOGY INC+106$1.61BWinslow Capital Management, LLC, Cardano Risk Management B.V., DISCOVERY CAPITAL MANAGEMENT, LLC / CT
NFLX NETFLIX INC+80$2.30BEAGLE CAPITAL MANAGEMENT LLC, Pentwater Capital Management LP, Temasek Holdings (Private) Ltd
NVDA NVIDIA CORP+79$8.03BH&H International Investment, LLC, Sanders Capital, LLC, BSN CAPITAL PARTNERS Ltd
AMAT APPLIED MATERIALS INC+73$1.89BTIGER GLOBAL MANAGEMENT LLC, Jericho Capital Asset Management L.P., Castle Hook Partners LP
INTC Intel Corp+73$1.79BEvergreen Quality Fund GP, Ltd., Greenwoods Asset Management Hong Kong Ltd., DIAMANT ASSET MANAGEMENT, INC.
GEV GE VERNOVA INC+72$532.2MREAVES W H & CO INC, ATALANTA SOSNOFF CAPITAL, LLC, Generate Investment Management Ltd
GLW CORNING INC+70$1.83BLONE PINE CAPITAL LLC, Aspex Management (HK) Ltd, WT Asset Management Ltd
LITE LUMENTUM HOLDINGS INC+68$1.93BWT Asset Management Ltd, Blue Whale Capital LLP, Anatole Investment Management Ltd
LRCX LAM RESEARCH CORP+68$1.88BValue Aligned Research Advisors, LLC, DIAMANT ASSET MANAGEMENT, INC., POLEN CAPITAL MANAGEMENT LLC
NOW SERVICENOW INC+65$807.4MAlecta Tjanstepension Omsesidigt, AKRE CAPITAL MANAGEMENT LLC, Standard Investments LLC
SNDK SANDISK CORP+64$1.77BWT Asset Management Ltd, APPALOOSA LP, Castle Hook Partners LP

Top funds last quarter

All →
1 Central Asset Investments & Management Holdings (HK) Ltd +99.1%2 Elemental Capital Partners LLC +73.4%3 Anther Capital Ltd +71.7%4 Tensor Edge Capital, LLC +70.9%5 Ma Investment Partnership, LP +68.3%6 Step Capital Management Pte. Ltd. +67.6%7 Situational Awareness LP +60.7%8 Situational Awareness Partners LP +60.7%

Biggest institutional holdings

1 NVDA NVIDIA CORP $2.81T2 AAPL APPLE INC $2.39T3 MSFT Microsoft Corp $1.98T4 AMZN AMAZON.COM INC $1.44T5 GOOGL ALPHABET INC-CL A $1.30T6 AVGO Broadcom, Inc. $1.11T7 META META PLATFORMS INC-CLASS A $937.35B8 GOOG ALPHABET INC-CL C $907.43B9 LLY ELI LILLY & CO $714.09B10 TSLA TESLA INC $581.68B

Latest filings

Financial Management, Inc. 13F-HR Q1 2026 2 days agoFinancial Management, Inc. 13F-HR Q4 2025 2 days agoBrick & Kyle, Associates 13F-HR Q1 2026 2 days agoPangea Capital Gestao de Recursos Ltda. 13F-HR Q1 2025 2 days agoPangea Capital Gestao de Recursos Ltda. 13F-HR Q4 2024 2 days agoPangea Capital Gestao de Recursos Ltda. 13F-HR Q3 2024 2 days agoPangea Capital Gestao de Recursos Ltda. 13F-HR Q2 2024 2 days agoPangea Capital Gestao de Recursos Ltda. 13F-HR Q1 2024 2 days agoSWP Investment Management LLC 13F-HR Q2 2025 3 days agoSWP Investment Management LLC 13F-HR Q1 2026 3 days ago