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 →| Stock | New funds | Est. inflow | Buyers include |
|---|---|---|---|
| AZN ASTRAZENECA PLC-SPONS ADR | +108 | $19.64B | INVESTOR AB, PRIMECAP MANAGEMENT CO/CA/, CAUSEWAY CAPITAL MANAGEMENT LLC |
| MU MICRON TECHNOLOGY INC | +106 | $1.61B | Winslow Capital Management, LLC, Cardano Risk Management B.V., DISCOVERY CAPITAL MANAGEMENT, LLC / CT |
| NVDA NVIDIA CORP | +80 | $8.08B | H&H International Investment, LLC, Sanders Capital, LLC, BSN CAPITAL PARTNERS Ltd |
| NFLX NETFLIX INC | +80 | $2.30B | EAGLE CAPITAL MANAGEMENT LLC, Pentwater Capital Management LP, Temasek Holdings (Private) Ltd |
| AMAT APPLIED MATERIALS INC | +73 | $1.89B | TIGER GLOBAL MANAGEMENT LLC, Jericho Capital Asset Management L.P., Castle Hook Partners LP |
| INTC Intel Corp | +73 | $1.79B | Evergreen Quality Fund GP, Ltd., Greenwoods Asset Management Hong Kong Ltd., DIAMANT ASSET MANAGEMENT, INC. |
| GEV GE VERNOVA INC | +73 | $533.7M | REAVES W H & CO INC, ATALANTA SOSNOFF CAPITAL, LLC, Generate Investment Management Ltd |
| GLW CORNING INC | +70 | $1.83B | LONE PINE CAPITAL LLC, Aspex Management (HK) Ltd, WT Asset Management Ltd |
| LITE LUMENTUM HOLDINGS INC | +68 | $1.93B | WT Asset Management Ltd, Blue Whale Capital LLP, Anatole Investment Management Ltd |
| LRCX LAM RESEARCH CORP | +68 | $1.88B | Value Aligned Research Advisors, LLC, DIAMANT ASSET MANAGEMENT, INC., POLEN CAPITAL MANAGEMENT LLC |
| NOW SERVICENOW INC | +66 | $873.2M | Alecta Tjanstepension Omsesidigt, AKRE CAPITAL MANAGEMENT LLC, Standard Investments LLC |
| SNDK SANDISK CORP | +64 | $1.77B | WT Asset Management Ltd, APPALOOSA LP, Castle Hook Partners LP |
Top funds last quarter
All →Biggest institutional holdings
Latest filings
Catalio Capital Management, LP 13F-HR/A Q4 2025 18 hours agoMLG Wealth Management DBA Pine Grove Financial Group 13F-HR Q1 2026 18 hours agoLayline Advisors, LLC 13F-HR Q1 2026 18 hours agoRange Advisory, LLC 13F-HR Q1 2026 18 hours agoRange Advisory, LLC 13F-HR Q4 2025 18 hours agoBOSTON RESEARCH & MANAGEMENT INC 13F-HR/A Q3 2025 1 day agoDavis Wealth Advisors, LLC 13F-HR Q3 2025 1 day agoArbor Wealth Management LLC\AZ 13F-HR Q1 2026 2 days agoArbor Wealth Management LLC\AZ 13F-HR Q4 2025 2 days agoAllie Family Office LLC 13F-HR/A Q1 2026 2 days ago