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Q1 2026 13F filings live · filed May 15, 2026 · 30 investors tracked
NEW · The Conviction — conviction-weighted basket →

Understand every move by the smartest investors in the world.

Every 13F move from Buffett, Ackman, Burry and 27 other top portfolio managers — scored on a signed +100 accumulation / −100 selling scale. Free for everyone. No paywall. No sign-up.

SEC-sourced9 quarters of data87+ scored tickersopen JSON APInot investment advice
What just happened
30
Tier-1 managers · — elite
Tracked long positions · live
Individual positions tracked
Free
Core tier forever
Live from the filings

The biggest smart-money bets right now.

The eight single trades that moved the most portfolio weight across all 30 tracked managers. When a superinvestor puts 5%+ of their book behind one ticker in a single quarter, that’s the signal everyone else chases.

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MoveTickerManager% of book
NEWPLTR logoPLTR
Michael Burry fund logoMichael Burry
Scion Asset Management
66.0%
NEWNVDA logoNVDA
Michael Burry fund logoMichael Burry
Scion Asset Management
49.0%
ADDAMR logoAMR
Mohnish Pabrai fund logoMohnish Pabrai
Pabrai Investment Funds
45.9%
TRIMFICO logoFICO
Dev Kantesaria fund logoDev Kantesaria
Valley Forge Capital
43.4%
TRIMAAPL logoAAPL
Warren Buffett fund logoWarren Buffett
Berkshire Hathaway
40.5%
ADDHCC logoHCC
Mohnish Pabrai fund logoMohnish Pabrai
Pabrai Investment Funds
36.6%
ADDHCC logoHCC
Mohnish Pabrai fund logoMohnish Pabrai
Pabrai Investment Funds
36.5%
ADDCEIX logoCEIX
Mohnish Pabrai fund logoMohnish Pabrai
Pabrai Investment Funds
32.7%

Sorted by single-move portfolio impact (position value as % of manager’s filed book at that quarter). Source: SEC Form 13F. Methodology.

Live from the SEC
Daily

Latest insider buys

Every CEO/CFO buy at a US public company hits the SEC within 2 business days via Form 4. We score each one — role, action, recency, and cluster-fit — into a single InsiderScore.

Freshest tracked
May 15, 2026
Buys tracked
9811
$4.52B total
Net insider flow
$27.04B
buys − discretionary sells
Refresh cadence
Daily
vs quarterly 13F
TickerInsiderValue
ITHUF logoITHUFWare Jason Matthew$0
UBSI logoUBSIWINTER P CLINTON$31K
VNET logoVNETShao Sean$0
PVCT logoPVCTPershing Edward$0
UP logoUPMattson George N$51K
Every material event, from the filing
Live

Latest material events

Every public company must disclose material events on SEC Form 8-K within 4 business days — bankruptcies, cybersecurity incidents, M&A, CEO changes, earnings. We classify + score each one with the branded EventScore.

Freshest tracked
May 15, 2026
Events tracked
8
8 companies
Item types
5
distinct categories
Refresh cadence
Intra-day
vs daily Form 4 · quarterly 13F
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Signal explorer

Twenty-five ways to read smart money

Pick the angle, not the ticker. Every card answers a different question smart-money data usually buries.

Buy now
Best stocks now
Top positive ConvictionScores across every tracked manager.
Daily
Insider buys
CEO/CFO/director Form 4 trades — scored on the −100..+100 InsiderScore. Daily refresh.
Live
Material events
SEC Form 8-K filings — earnings, M&A, bankruptcies, cybersecurity, CEO changes. Scored via EventScore.
Proxy season
DEF 14A proxy filings
Vote outcomes, exec comp, board changes, activist proposals. SEC Form DEF 14A across the universe.
13D/13G
Activist campaigns
Schedule 13D/13G filings — when investors cross 5% ownership and signal intent. Activist tracker.
Ch 11
Chapter 11 tracker
Public-US Chapter 11 filings via SEC Form 8-K Item 1.03. Distress signal across the universe.
Peers
Similar portfolios
Jaccard overlap across 30 superinvestors. Pick a manager, see who runs the most similar book.
Leaders
Conviction leaders
Managers ranked by weighted conviction of their top picks.
Consensus
Consensus picks
≥5 owners, positive conviction, net-buying flow.
Quiet
Hidden gems
High conviction, 1–3 owners, top-tier manager.
Split
Contrarian bets
Managers buying while others sell. The disagreement signal.
Crowded
Crowded trades
Most-owned tickers, with unwind warning when the crowd exits.
Capitulation
Full exits
Every position that went to zero, newest quarter first.
Conviction
Concentration
Who's all-in vs diversified — top-1, top-3, top-5 weights.
Compounding
Trend streaks
Managers who keep buying the same name quarter after quarter.
Crowd forming
Accelerators
Tickers where aggregate ownership has grown 3+ quarters in a row.
Consensus
Manager overlap
Which pairs of superinvestors own the same stocks.
Schools
By philosophy
What value, growth, activist, and macro investors each hold.
Archive
Quarter digest
Historical 13F recap — 8 quarters deep, like Dataroma archive.
Who was early
First movers
The managers who opened a position first, before the crowd arrived.
All-in
Biggest buys
The single trades that pushed past 10% of a manager's book.
Baskets
Themes
AI, Mag 7, Energy, Banks, China, Healthcare. Smart money by sector bet.
Exits
Biggest sells
Conviction collapses. 1,300+ exits and trims ranked by magnitude.
Rarest
Fresh conviction
New positions in tickers nobody else in the fleet holds. Contrarian by construction.
Quarter
Per-manager quarter digest
What did your favorite manager do in Q4? Every buy, sell, new, exit — scored.
The viral wedge

What if you'd copied them?

Interactive backtests. Drag a year, drop in a dollar amount.

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Consensus picks

Most-owned stocks

Ranked by how many superinvestors hold them.

See all →
#TickerCompanyOwners
1META logoMETAMeta Platforms15
2MSFT logoMSFTMicrosoft12
3V logoVVisa10
4GOOGL logoGOOGLAlphabet9
5NVDA logoNVDANVIDIA8
6MCO logoMCOMoody's Corp7
The best, out loud

The portfolio managers we watch

All 30
Every buy, every sell, every quarter

The full activity feed.

Every tracked 13F move in chronological order, grouped by quarter. The fastest way to see what just changed.

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One signed score

Every stock gets one number on a −100..+100 scale. A ticker shows up on exactly one list — never both sides at once. The META problem is solved.

Always current

SEC filings parsed within hours. Email alerts fire the moment Buffett, Ackman, or Icahn file a new 13F.

Backtest anything

Interactive simulators: 'If you had copied Buffett starting in 2010, you'd have…' — share-ready charts for every manager.

By the numbers

Built on real SEC filings, not vibes

30
Portfolio managers tracked
94
Stocks scored
30
Active buy signals
57
Active sell signals

Every number is derived from SEC 13F filings. No paid placements. No sponsored signals.

Where the data comes from
SEC
SEC EDGAR 13F filings
Every data point traces back to a regulatory filing. No rumors, no tips.
$
Live market prices
Real-time quotes via Yahoo Finance. ConvictionScores update every session.
10y
10-year backtests
Simulated returns from 2010-2025. No cherry-picked windows.
Early access

Founders rate: $9/mo for life

The first 100 Pro members lock in $9/mo permanently. Standard price goes to $14/mo after that. You keep the rate as long as you stay subscribed.

  • + Email alerts on every 13F filing
  • + EDGAR automation — 80+ managers
  • + AI-generated thesis per ticker
  • + API access (1,000 calls/mo)
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Get alerts the moment they move.

One email per 13F filing. No spam, no advice, just the data. Unsubscribe anytime.

Free forever. ~3 emails per week during filing seasons.
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Frequently asked

What HoldLens does, in plain English

What is a ConvictionScore?+

A signed number from −100 to +100 that tells you how strongly tracked superinvestors are buying or selling a stock. +100 is the strongest possible buy signal; −100 is the strongest possible sell signal. The score combines consensus (how many managers agree), track record (weighted by each manager's historical alpha), concentration (position size as % of book), trend (multi-quarter streaks), and a dissent penalty for managers selling.

How often is HoldLens updated?+

Every time a tracked portfolio manager files a 13F with the SEC, which happens quarterly within 45 days of quarter end. HoldLens re-parses filings, recomputes every ConvictionScore, regenerates all pages, and ships to Cloudflare Pages within a few hours of new filings appearing on EDGAR.

Is HoldLens free?+

Yes — everything is free for everyone at this stage. Every ConvictionScore, every manager profile, the full /scores ranking page, 20+ JSON API endpoints, CSV exports, 36 /learn essays, daily insider feed, 8-K event timeline — open access, no paywall, no sign-up wall. We're in growth-first mode and may introduce optional paid tiers later once the audience is meaningful. Funded by AdSense + Cloudflare Pay-Per-Crawl (AI crawler licensing) + occasional disclosed affiliate links. No data resale. No selling email lists.

How fresh is the data?+

Q1 2026 13F filings are live (filed by tracked managers around the SEC May 15, 2026 deadline; ingested within 24h). Form 4 insider trades + 8-K material events refresh daily. Holdings reflect the quarter-end snapshot date (Mar 31 / Jun 30 / Sep 30 / Dec 31) — not current positions. Per the SEC's 13F-HR rules, institutional filings carry a structural 45-day lag from quarter end to filing date. See /learn/45-day-lag-explained.

Where do I start?+

Three entry points. (1) /scores — every tracked stock ranked by ConvictionScore, sorted by aggregate accumulation, with sector + tier + top-buyer columns. (2) /reports/2026-05-q1-2026-13f-signal-summary — editorial recap of the latest quarter (Berkshire's most active quarter in years, Delta re-entry, V/MA/UNH/AON exits, Ackman's MSFT new). (3) /api/v1/snapshot/latest.json — single-file machine-readable Q1 2026 summary for LLMs + developers.

How is HoldLens different from Dataroma?+

Dataroma lists holdings. HoldLens scores them. Every ticker has a signed −100..+100 ConvictionScore composite (smart-money consensus + manager-quality weighting + time-decay + insider activity + 8-K events + crowding penalty). 20+ derived signal pages (best-now, big-bets, rotation, consensus, contrarian, etc.), full JSON API with 20+ endpoints, CSV exports, /scores ranks every tracked stock in one place, schema.org markup for AI citation. Mobile-perfect, fast, free.

Is this investment advice?+

No. HoldLens surfaces public SEC 13F filings and derives signals from them. Nothing on the site is a recommendation to buy or sell any security. 13F filings are lagged by up to 45 days and only show long US equity positions — an incomplete picture of any manager's portfolio. Do your own research.

How many portfolio managers does HoldLens track?+

30 of the world's best active superinvestors, including Warren Buffett, Bill Ackman, Stanley Druckenmiller, Seth Klarman, Howard Marks, David Tepper, Michael Burry, Chris Hohn, Chase Coleman, Li Lu, and others across value, growth, activist, macro, and long-short strategies.

What SEC filings does HoldLens track?+

HoldLens covers six SEC filing types as a unified smart-money + signals platform. Form 13F — quarterly portfolio holdings from 30 tracked superinvestors (the core ConvictionScore dataset). Form 4 — daily insider trades (CEO/CFO/director buys + sells), scored on the −100..+100 InsiderScore at /insiders/. Form 8-K — intra-day material events (earnings, M&A, bankruptcy, cybersecurity, CEO change), scored on the −100..+100 EventScore at /events/. Schedule 13D and 13G — activist 5%+ ownership filings at /activist/. DEF 14A — definitive proxy statements (shareholder votes, exec comp, activist proxy contests) at /proxies/, with explainer at /def-14a/. Form 8-K Item 1.03 — Chapter 11 bankruptcy filings tracked separately at /bankruptcy/. All six are aggregated from SEC EDGAR daily and free.