Watchlist
13F Notebook
A curated 13F watchlist covering quality long-only managers, growth platforms, famous PMs, and China-focused funds, with position changes, cost basis, and quarter-by-quarter AI commentary.
Funds tracked
30
Avg history
43Q
Latest 13F
2026-06-30
Value / Quality
Long-term active managers, quality/value portfolios, and large diversified long-only filers.
| Fund | Total Value | Positions | Quarters | Latest Period |
|---|---|---|---|---|
| Berkshire Hathaway (Buffett) holding-company, quality, buffett | $299.25B | 29 | 53 | 2026-06-30 |
| Capital World Investors capital-group, large-active, lo | $846.43B | 637 | 53 | 2026-06-30 |
| Capital International Investors capital-group, large-active, lo | $483.61B | 446 | 53 | 2026-06-30 |
| FMR large-active, fidelity, lo | $2.30T | 5,572 | 53 | 2026-06-30 |
| T. Rowe Price Associates large-active, lo | $999.12B | 3,241 | 53 | 2026-06-30 |
| Wellington Management Group large-active, lo | $580.17B | 1,921 | 53 | 2026-06-30 |
| Dodge & Cox large-active, value, lo | $191.01B | 222 | 53 | 2026-06-30 |
| Parnassus Investments large-active, lo, esg | $37.45B | 135 | 53 | 2026-06-30 |
| Oakmark / Harris Associates (Bill Nygren) large-active, value, concentrated, lo | $75.42B | 162 | 53 | 2026-06-30 |