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.
What to buy
- 1GEGE AerospaceNet accumulation·9 buying·1 sellingDriven by: Trend streak +10 · Concentration +9+40
- 2FICOFair IsaacSlight accumulation·10 buying·3 sellingDriven by: Smart money +9 · Concentration +9+31
- 3BABAAlibabaSlight accumulation·20 buying·17 sellingDriven by: Smart money +14 · Insider buys +10+25
- 4SCHWCharles SchwabSlight accumulation·16 buying·7 sellingDriven by: Trend streak +10 · Concentration +10+25
- 5COHRCoherentSlight accumulation·6 buying·7 sellingDriven by: Trend streak +10 · Smart money +9+23
What to sell
- 1GOOGLAlphabetSlight selling·22 buying·35 sellingDriven by: Dissent -48 · Crowding -2−26
- 2UNHUnitedHealthSlight selling·16 buying·35 sellingDriven by: Dissent -49 · Track record drag -2−25
- 3AAPLApple Inc.Slight selling·12 buying·26 sellingDriven by: Dissent -23 · Insider sells -3−20
- 4KOCoca-ColaSlight selling·3 buying·8 sellingDriven by: Dissent -11 · Insider sells -6−17
- 5HLTHilton WorldwideSlight selling·7 buying·12 sellingDriven by: Dissent -13 · Track record drag -6−17
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.
| Move | Ticker | Manager | % of book |
|---|---|---|---|
| NEW | Scion Asset Management | 66.0% | |
| NEW | Scion Asset Management | 49.0% | |
| ADD | Pabrai Investment Funds | 45.9% | |
| TRIM | Valley Forge Capital | 43.4% | |
| TRIM | Berkshire Hathaway | 40.5% | |
| ADD | Pabrai Investment Funds | 36.6% | |
| ADD | Pabrai Investment Funds | 36.5% | |
| ADD | 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.
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.
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.
Twenty-five ways to read smart money
Pick the angle, not the ticker. Every card answers a different question smart-money data usually buries.
What if you'd copied them?
Interactive backtests. Drag a year, drop in a dollar amount.
Most-owned stocks
Ranked by how many superinvestors hold them.
The portfolio managers we watch
The full activity feed.
Every tracked 13F move in chronological order, grouped by quarter. The fastest way to see what just changed.
Open activity feed →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.
Built on real SEC filings, not vibes
Every number is derived from SEC 13F filings. No paid placements. No sponsored signals.
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)
Get alerts the moment they move.
One email per 13F filing. No spam, no advice, just the data. Unsubscribe anytime.
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.