This page follows Veritas Asset Management LLP’s institutional portfolio moves as disclosed in its SEC Form 13F filings, updated every quarter as new filings become public. Each entry below reflects a snapshot of holdings at quarter-end, not the exact date a trade happened, since 13F filings report position sizes rather than trade timestamps. Use this … Read more
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 tracks BRISTOL JOHN W & CO INC /NY/’s institutional portfolio moves, quarter by quarter, as disclosed in SEC Form 13F filings. Each update below reflects a snapshot of holdings reported at the end of a given quarter, giving a running record of where this fund has been adding, trimming, or starting new positions … Read more
Spinecap SAS’s portfolio moves, tracked quarter by quarter, based on the fund’s SEC Form 13F filings. Institutional managers like Spinecap SAS are required to disclose their U.S. equity holdings each quarter, offering a snapshot of what they were holding as of the filing date. It won’t show exact trade dates or intraquarter timing, but it … Read more
This page tracks Thornburg Investment Management Inc’s institutional portfolio moves as disclosed in its quarterly SEC Form 13F filings. Each quarter we log the fund’s new positions, exits, and changes in size across its holdings, giving readers a running record of how this large asset manager has been repositioning over time. Because 13F filings report … Read more