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
Famous PM
Concentrated or hedge-fund-style filers tied to well-known investors; useful, but 13F only shows long U.S. positions.
| Fund | Total Value | Positions | Quarters | Latest Period |
|---|---|---|---|---|
| Duquesne Family Office (Druckenmiller) hedge-fund, famous-pm, druckenmiller, macro, active | $3.38B | 68 | 52 | 2026-03-31 |
| Appaloosa LP (Tepper) tepper, hedge-fund, active | $5.93B | 31 | 31 | 2026-03-31 |
| Situational Awareness LP (Leopold) famous-pm, ai-thesis, tech, concentrated, active | $13.68B | 29 | 6 | 2026-03-31 |
| Pershing Square (Bill Ackman) activist, concentrated, active | $13.71B | 11 | 52 | 2026-03-31 |
| Coatue Management (Laffont) famous-pm, tech, growth, active | $29.06B | 62 | 52 | 2026-03-31 |
| Lone Pine Capital (Mandel) tiger-cub, growth, active | $12.54B | 36 | 52 | 2026-03-31 |
| Viking Global Investors (Halvorsen) hedge-fund, active | $35.75B | 77 | 52 | 2026-03-31 |
| Tiger Global Management (Coleman) tiger-cub, growth, active | $22.85B | 54 | 52 | 2026-03-31 |