13F.ai: Alternative data, from filing to signal.

New positions

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Q3 2026 reports (holdings as of Sep 30, 2026), compared with Q2 2026 for 26 of the 75 notable funds.

Stocks notable funds opened a position in last quarter
#	Stock	Funds opening	Bought (est.)	Notable funds holding	Combined value held
1	XOM ExxonMobil Holdings Corporation	5	$948.1M	6	$972.6M
2	HONA Honeywell Aerospace Inc.	4	$189.7M	7	$216.1M
3	ADIG ADI Global Distribution Inc.	4	$55.0M	4	$55.0M
4	LNTH Lantheus Holdings, Inc.	3	$50.0M	4	$51.3M
5	MFP Midera Food Processing, Inc.	3	$33.7M	3	$33.7M
6	FBIN Fortune Brands Innovations, Inc.	3	$11.7M	5	$37.7M
7	OKE ONEOK, Inc.	2	$1.0B	2	$1.0B
8	SPCX Space Exploration Technologies Corp.	2	$626.2M	3	$627.2M
9	ZTS Zoetis Inc.	2	$349.8M	8	$649.7M
10	SMH Vaneck Semiconductor ETF	2	$188.5M	2	$188.5M
11	HD Home Depot, Inc.	2	$165.5M	6	$459.2M
12	CWST Casella Waste Systems, Inc.	2	$149.1M	3	$157.0M
13	SITE SiteOne Landscape Supply, Inc.	2	$123.9M	3	$130.6M
14	CBRS Cerebras Systems Inc.	2	$112.1M	2	$112.1M
15	TDG Transdigm Group Incorporated	2	$107.0M	3	$134.8M
16	MKTX MarketAxess Holdings, Inc.	2	$96.9M	4	$139.5M
17	QCOM QUALCOMM Incorporated	2	$89.8M	2	$89.8M
18	AEE Ameren Corporation	2	$86.3M	3	$129.9M
19	SYY Sysco Corporation	2	$75.5M	5	$303.2M
20	SKHY SK hynix Inc.	2	$74.5M	2	$74.5M
21	USHY iShares Broad Usd High Yield	2	$72.6M	2	$72.6M
22	CRM Salesforce, Inc.	2	$62.4M	8	$2.1B
23	TSN Tyson Foods, Inc.	2	$56.8M	6	$1.7B
24	OGE OGE Energy Corp	2	$45.9M	2	$45.9M
25	Acv Auctions Inc No current ticker	2	$39.2M	2	$39.2M
26	PSX Phillips 66	2	$38.5M	5	$45.4M
27	Atkore Inc No current ticker	2	$37.7M	4	$39.0M
28	SAFT Safety Insurance Group, Inc.	2	$34.7M	3	$49.3M
29	Biolife Solutions Inc No current ticker	2	$30.9M	2	$30.9M
30	CRWV CoreWeave, Inc.	2	$29.0M	4	$58.7M
31	RF Regions Financial Corporation	2	$28.1M	3	$77.6M
32	TOST Toast, Inc.	2	$26.3M	3	$82.4M
33	ARM Arm Holdings plc	2	$26.3M	2	$26.3M
34	SYNA Synaptics Incorporated	2	$25.0M	2	$25.0M
35	LCII LCI Industries	2	$24.4M	2	$24.4M
36	HZO MarineMax, Inc.	2	$23.4M	3	$43.3M
37	IXN iShares Global Tech ETF	2	$17.8M	2	$17.8M
38	GTES Gates Industrial Corporation Ltd.	2	$17.5M	2	$17.5M
39	ONB Old National Bancorp	2	$15.0M	4	$109.4M
40	NLY Annaly Capital Management Inc.	2	$12.4M	2	$12.4M
41	MRX Marex Group Limited	2	$11.6M	2	$11.6M
42	AVTR Avantor, Inc.	2	$11.0M	5	$1.9B
43	ITA iShares U.S. Aerospace & Def	2	$10.4M	3	$11.2M
44	ACI Albertsons Companies, Inc.	2	$8.1M	3	$8.7M
45	ITGR Integer Holdings Corporation	2	$7.2M	2	$7.2M
46	ABSI Absci Corporation	2	$6.6M	2	$6.6M
47	HPE Hewlett Packard Enterprise Company	2	$6.1M	5	$80.0M
48	OPCH Option Care Health, Inc.	2	$5.7M	3	$12.5M
49	PVH PVH Corp.	2	$4.9M	4	$437.2M
50	COPX Global X Copper Miners ETF	2	$4.7M	2	$4.7M

845 rows in all.

A new position is a stock that wasn't in the fund's earlier report. It can be a stock the fund held under another identifier, or one that listed in between, so open the fund to check.

Notable funds are a hand-picked list of well-known fund managers, listed here. All figures come from the 13F reports the funds file each quarter, which list common stock holdings as of the quarter's end, up to 45 days later. A 13F doesn't show short positions, most bonds or holdings outside the United States, and a fund's holding can have changed since. Share counts are adjusted for stock splits. This is information, not investment advice.

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