Top Investors: a lagged look at their equity holdings

Best viewed on a larger screen — not on your phone.

Holdings here come predominantly from US Form 13F filings — the public report of US-listed equity (and some equity-like) positions that large managers file with the SEC.

13Fs are quarterly, and managers typically have up to 45 days after quarter-end to file. That lag is why this site is most useful for long-term investors, not short-term trading.

For that reason we focus on low-turnover compounder managers and skip proven managers with high turnover — for example Citadel, Millennium, Point72, Coatue and Bridgewater — because a lagged 13F is a poor snapshot of a book that turns over fast.

FICC (fixed income, currencies, commodities) generally has no public holdings disclosure comparable to 13F, so those sleeves are not visible here. Same for private investments, cash, and shorts that never appear on a 13F.

Where applicable, books are also enriched from primary sources: major European and Asia stock-exchange notices, company filings to the exchange they are listed on, company annual reports / IR, and the fund’s own website. Methodology is 13F first; those enrichments are added only when found (e.g. TCI’s European stakes).

Use the controls below to blend managers into one custom book. It is a clean two-step flow — manager mix first, then the concentrated stock book:

1. (A) Manager allocation. Set each manager’s weight in 5% steps so the mix totals exactly 100%. Until that total reads 100%, the custom book does not build. This step only chooses whose books you copy and in what proportion — it does not yet pick stocks.
2. (B) Top N after that mix. Set Concentration (10–20) (examples below use 10). For every name that appears in any selected manager’s ≥1% table, we score a raw blend = Σ (manager weight × that name’s weight in that manager). Rank every scored name by raw blend, keep only the top N, then re-normalize those N so they sum to 100%. Names outside the top N drop out of the displayed book; their raw blend is simply discarded at this cutoff. That re-scaled top N is your custom portfolio.

Alphabet: Class A (GOOGL) and Class C (GOOG) are combined into one line on every manager page and in the blend builder below (voting-rights difference ignored for weights).

Each investor also has its own page — use Browse managers below, or the Investors buttons below the allocation panel, for the full Reported Equity Holdings book, AUM and sources. Not investment advice.

Disclaimer: this page is very US equity / S&P 500–centric. The core feed is US Form 13F equity reports; Non-US enrichments are limited and only appear where applicable from primary sources — including exchange notices and company filings to the exchange they are listed on (plus IR / annual reports and the fund’s website where used). Reported Equity Holdings on each manager page are mainly those US 13F equities (+ limited Non-US where noted) and exclude fixed income, commodities, private investments, cash, shorts, and other assets that may sit in reported firm AUM — so Reported AUM and the equity book are not the same thing.