Identify capital moves
按股票聚合 13F 变化，区分新增、连续增持、清仓、最新转强和累计降温。
13F portfolio intelligence
GuruRadar
Connect superinvestor 13F changes, 1-4 quarter capital consensus, and fresh public activity to surface potential trade ideas worth deeper research.
Latest 13F 2026-03-31
40 investors
10125 position changes
164 public updates
Live signal board
2026-03-31
40
superinvestors
415
related stocks
10125
13F changes
164
public updates
13F consensus engine
Turn 13F data into sortable opportunity signals
The point is not one investor's trade, but the latest quarter's marginal move, 2-3 quarter persistence, and 4-quarter cumulative consensus.
2026-03-31 latest 1-4 quarter 13F capital consensus analysis
56 focus signals
Significant-holding scope · latest margin + multi-quarter consensus
BRK.B
Multi-quarter accumulation
1
Latest net investors
+$897.4M
Latest net amount
CRM
Multi-quarter accumulation
0
Latest net investors
+$594.3M
Latest net amount
SUNB
Multi-quarter accumulation
7
Latest net investors
+$1.6B
Latest net amount
CB
Multi-quarter accumulation
2
Latest net investors
+$78.1M
Latest net amount
EQIX
Multi-quarter accumulation
1
Latest net investors
+$1.2B
Latest net amount
ASML
Multi-quarter accumulation
4
Latest net investors
+$697.2M
Latest net amount
Margin
First check whether latest-quarter capital changed direction
Latest-quarter net amount -$26.3B, net increased stocks 152 stocks, net reduced stocks 179 stocks.
Persistence
Then check whether the 2-3 quarter pattern persists
48 signals align across cumulative windows; 5 show a latest reversal.
Cumulative
Finally check the 4-quarter capital consensus
Cumulative net amount -$48.2B, increase events 708, reduction events 625.
Sector rotation Top 3
Capital direction
Technology
-$41.5B
52 stocks · 138 adds / 129 reductions
Financials
-$11.2B
49 stocks · 97 adds / 112 reductions
Energy
-$6.4B
26 stocks · 29 adds / 22 reductions
Fresh 13F signals
Latest position changes to watch
Use filing dates, report periods, share changes, and 13F value changes to find stocks worth a fundamental review.
Major increase
NVDA
NVIDIA CORPORATION
Duan Yongping · H& H International Investment
13F period 2026-03-31 · Filed 2026-05-19
Major increase
RKT
ROCKET COS INC
Ron Baron · Baron Capital
13F period 2026-03-31 · Filed 2026-05-15
Minor increase
RPRX
Royalty Pharma
Pat Dorsey · Dorsey Asset Management
13F period 2026-03-31 · Filed 2026-05-15
Major reduction
TSM
TAIWAN SEMICONDUCTOR MFG LTD
Ruane Cunniff · Sequoia Fund
13F period 2026-03-31 · Filed 2026-05-15
Major increase
EDU
NEW ORIENTAL ED & TECHNOLOGY
Mason Hawkins · Southeastern Asset Management
13F period 2026-03-31 · Filed 2026-05-15
New
ELV
ELEVANCE HEALTH INC
Bill Nygren · Oakmark / Harris Associates
13F period 2026-03-31 · Filed 2026-05-15
Signal workflow
From institutional filings to your research list
Match public viewpoints
Connect interviews, letters, public Q&A, and related stocks to see whether capital moves and stated views confirm each other.
Build a watch radar
把投资人和股票放进关注列表，新披露、重要观点和持仓变化会集中出现。
Watch the greats
Track fresh superinvestor activity, not a static list
The radar should catch portfolio changes, public comment changes, and related stock mentions.
Warren Buffett
Berkshire Hathaway
20 positions · $263.1B
Li Lu
Himalaya Capital
14 positions · $3.2B
Mohnish Pabrai
Pabrai Investment Funds / Dalal Street
3 positions · $422.9M
Duan Yongping
H& H International Investment
12 positions · $20.0B
Bill Ackman
Pershing Square Capital Management
10 positions · $13.7B
David Tepper
Appaloosa
20 positions · $5.9B
Terry Smith
Fundsmith
20 positions · $12.8B
Seth Klarman
Baupost Group
20 positions · $5.1M
Interview with The Investor’s Podcast
Mohnish Pabrai · Pabrai Investment Funds / Dalal Street
Pabrai talks to Stig Brodersen, with the official summary showing highlights including the inside and outside scoreboard, metallurgical coal investing and when to sell stocks.
InterviewQ& A session with Dakshana scholars at JNV Bangalore Urban
Mohnish Pabrai · Pabrai Investment Funds / Dalal Street
Pabrai' s open Q& A for Dakshana students, official summary focuses on Karam Yogi mental models, deep desires, destiny, and cloning.
Public Q&AMental Models at Heilbrunn Center for Graham and Dodd Investing
Mohnish Pabrai · Pabrai Investment Funds / Dalal Street
Pabrai lectures on mental models at Columbia Business School' s Heilbrunn Center, and the official summary mentions Buffett' s early entrepreneurship, habit-forming children, and the " savior" in dilemmas.
Public speechMental Models for Exceptional Capital Allocation at The UNO
Mohnish Pabrai · Pabrai Investment Funds / Dalal Street
Pabrai discusses capital allocation mental models at the University of Nebraska Omaha, and the official summary mentions holding great businesses, when to sell, and a strong pursuit of quality.
Public speechBuild your radar