What is the latest quarterly 13F reporting period?

The most recent quarter with processed 13F filings is 2026-06-30. Across that period, tracked institutions reported $13.2T in aggregate buys and $6.4T in aggregate sells, with 8750 institutions filing updates.

Which institutions made the most notable moves this quarter?

Ranked by total buy + sell activity, the most active institutions this quarter were: 1. Edgewood Management LLC — bought $852.6M, sold $8.2B 2. Altimeter Capital Management, LP — bought $3.5B, sold $490.7M 3. Egerton Capital — bought $1.9B, sold $1.9B

What counts as a "notable move" in a portfolio update?

A notable move is any new position opened, existing position added to or trimmed, or position fully exited between two consecutive 13F reporting quarters — as opposed to positions whose weight stayed effectively unchanged.

Where does this data come from and how often is it updated?

All position changes are derived from SEC Form 13F filings via SEC EDGAR, comparing each institution's holdings between consecutive reporting quarters. Data refreshes as each quarter's filings are processed.

Portfolio Updates

Market Overview

Sector Rotations

Tortoise Capital Advisors, L.l.c.

Altimeter Capital Management, LP

Egerton Capital

Hershey Trust Co

Partners Value Investments L.P.

Greenleaf Trust

Choreo, LLC

Foundations Investment Advisors, LLC

Edgewood Management LLC

Gilder Gagnon Howe & Co LLC

State of Alaska, Department of Revenue

Deerfield Management Company, L.p.

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