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
29
Avg history
43Q
Latest 13F
2026-03-31
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 | $263.10B | 29 | 52 | 2026-03-31 |
| Capital World Investors capital-group, large-active, lo | $732.94B | 620 | 52 | 2026-03-31 |
| FMR large-active, fidelity, lo | $1.90T | 5,411 | 52 | 2026-03-31 |
| Capital International Investors capital-group, large-active, lo | $426.52B | 438 | 52 | 2026-03-31 |
| T. Rowe Price Associates large-active, lo | $864.93B | 3,133 | 52 | 2026-03-31 |
| Wellington Management Group large-active, lo | $535.46B | 1,853 | 52 | 2026-03-31 |
| Dodge & Cox large-active, value, lo | $181.98B | 222 | 52 | 2026-03-31 |
| Parnassus Investments large-active, lo, esg | $34.15B | 135 | 52 | 2026-03-31 |
| Oakmark / Harris Associates (Bill Nygren) large-active, value, concentrated, lo | $75.03B | 156 | 52 | 2026-03-31 |