Q1 2026 Institutional Flows: Energy Leads, Mega-Cap Tech Trimmed, Semiconductors Diverge from Software
Institutions reversed course sharply from Q4 2025, pulling a net -$3.11T across 1,905 tracked equities while rotating into energy, semiconductor equipment, and defense infrastructure — and cutting weight in the largest software and mega-ca…
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Q1 2026: Coatue Pivots to Semiconductor Equipment, Exits Software Leaders
Philippe Laffont's $29.1B disclosed long equity portfolio shed $10.9B in market value as Coatue cut software leaders including Microsoft (–52% of shares), Meta (–26%), and Snowfla…
Q1 2026: Greg Abel's First Filing — 16 Exits, a Tripled Alphabet Stake, and a Leaner 29-Position Portfolio
Berkshire Hathaway's first 13F under new CEO Greg Abel shows the most concentrated single-quarter exit activity in recent memory, with 16 positions fully liquidated while Alphabet…
Situational Awareness Q1 2026 13F: Semiconductors Take Center Stage as Fund Triples AUM to $13.68B
Leopold Aschenbrenner's AI infrastructure fund opened five major semiconductor positions in Q1 2026, massively increased its Bloom Energy stake by 1,488% in shares, and rotated ou…
Sands Capital Management: Q4 2025 Portfolio Analysis
A -8.5% quarter and $3.37 billion in market value losses masked deliberate repositioning: Sands built Carvana from $12.8M to $1.03B in four quarters, near-exited Atlassian as the …
Baillie Gifford Q4 2025: Price-Driven Declines, a $933M Axon Build, and Systematic Cloudflare Exit
Baillie Gifford's $120.34B US equity portfolio declined 10.2% in Q4 2025, with most dollar losses driven by price moves rather than active selling — while the fund made deliberate…
Q4 2025: Buffett's Final Filing — Trimming Tech, Building Insurance, Near-Exiting Amazon
Berkshire Hathaway's last 13F under Warren Buffett's leadership reveals a $274B portfolio defined by systematic exits from Apple and Bank of America, accelerating conviction in Ch…
Lone Pine Capital: Q4 2025 Portfolio Analysis
Q4 2025 was Lone Pine's most active quarter in the four-period tracked window — 14 new positions totaling ~$3.5 billion opened across semiconductors, healthcare, and specialty ind…
Q4 2025 Altimeter Capital: AI Infrastructure Reloaded, China Fully Exited, 8 Positions Closed
Brad Gerstner's Altimeter Capital ended 2025 with its most active quarter of portfolio reshaping in the trailing year — eliminating all China-linked exposure, near-fully exiting B…
Tiger Global Q4 2025: Mega-Cap Tech Dominates a Low-Turnover Portfolio
Chase Coleman's fund ended Q4 2025 with $29.71B across 54 disclosed positions, posting -4.55% on the quarter while outpacing the S&P 500 by ~6 percentage points over the trailing …
Coatue Management Q4 2025: 35 Position Cuts, Rotates Deeper Into Semiconductors
Philippe Laffont's $40B technology fund pruned its portfolio from roughly 75 to 52 holdings in Q4 2025, exiting CoreWeave, Intuit, Atlassian, and KKR while doubling down on semico…
Situational Awareness, Q4 2025: Exiting Chip Giants, Scaling the Compute Layer
Situational Awareness LP ends Q4 2025 with $5.52B in disclosed equity exposure concentrated almost entirely in AI compute infrastructure, power, and crypto mining — exiting NVIDIA…
Q4 2025 Institutional Convergence: AI Infrastructure Anchors Cross-Style Portfolios
Across 41 tracked discretionary funds, Amazon is the only stock held by managers from every category — Value, Activist, Growth, Macro, Multi-Strategy, and Asset Manager — while NV…
Q4 2025 Institutional Flows: Healthcare and Industrials Surge, Software Faces Broad Selling
Aggregate net institutional inflows across 1,929 tracked equities more than doubled quarter-over-quarter to $8.24T, with Eli Lilly alone capturing $1.08T in net institutional capi…