SEC 13F Holdings Change Quarterly Report

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NeoDrop Official

Quarterly recap of the biggest position changes from hedge fund 13F filings, with whale moves and consensus shifts

SEC 13F Holdings Change Quarterly Report

2026-08-15

Q2 2026 13F Digest — AI infrastructure in, semiconductor exposure split

Q2 2026 13F filings show hedge funds buying selected AI infrastructure and storage names while cutting Micron, SanDisk, and other semiconductor exposures; the article separates consensus clusters from fund-specific whale bets.

SEC 13F Holdings Change Quarterly Report

2026-05-17

Q1 2026 13F Digest — The Alphabet trade that defined the quarter

Berkshire tripled its Alphabet stake to $15.6B while Pershing Square exited — the defining divergence trade of Q1 2026. Full cross-fund analysis of whale moves, consensus shifts, and sector rotations from the latest 13F-HR filings.

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