Quarter Ending 2026-06-30 Third Point LLC’s 13F filing for the quarter ending 2026-06-30 shows a notable pivot away from semiconductor exposure alongside continued conviction in materials and industrial names. The fund exited several chip-related holdings entirely, including Nvidia Corporation (NVDA), a position previously worth $33,136,000, along with KLA Corp (KLAC), Lam Research Corp (LRCX), and … Read more
This page follows Lansforsakringar Fondforvaltning AB (publ)’s portfolio moves, tracked quarter by quarter as disclosed in its SEC Form 13F filings. As an institutional buy-side manager, Lansforsakringar is required to report its US equity holdings each quarter, giving a snapshot of what it owns rather than a real-time trade blotter. Each update on this page … Read more
Proem Advisors LLC’s portfolio moves are tracked here quarter by quarter, based on the fund’s SEC Form 13F disclosures. These filings offer a snapshot of a firm’s U.S. equity holdings as of the end of each quarter, giving a window into what stocks are being bought, trimmed, or dropped by institutional managers. This page will … Read more
Smith Group Asset Management, LLC’s portfolio moves, tracked quarter by quarter as they surface in the fund’s SEC Form 13F filings. Institutional filings like this offer a delayed but revealing look at how large asset managers rotate capital across sectors, and this profile is built to grow with each new disclosure, giving readers a running … Read more
Winslow Capital Management, LLC’s portfolio moves, tracked quarter by quarter. This profile follows the fund’s institutional equity holdings as disclosed in its quarterly SEC Form 13F filings, updated each reporting period with new positions, increases, decreases, and exits. Because 13F filings only report a quarterly snapshot rather than exact trade dates, all moves below reflect … Read more