Smart Money Consensus

Q1 2026 13F Consensus: TSM Leads the Cross-Fund Overlap Rankings

After the Q1 2026 13F filing window closed on May 15, 2026, this issue ranks the stocks where a meaningful cluster of top funds moved the same direction -- and flags where they sharply disagree. TSM leads the consensus adds at 8.85% average Tiger Cub allocation; NVDA absorbed an estimated $80B in net selling across 8,741 filers; and Amazon is the sharpest split of the quarter.