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
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 |
|---|---|---|---|---|
| Appaloosa LP (Tepper) tepper, hedge-fund, active | $7.73B | 27 | 32 | 2026-06-30 |
| Pershing Square (Bill Ackman) activist, concentrated, active | $19.47B | 14 | 53 | 2026-06-30 |
| Lone Pine Capital (Mandel) tiger-cub, growth, active | $16.36B | 34 | 53 | 2026-06-30 |
| Coatue Management (Laffont) famous-pm, tech, growth, active | $48.63B | 66 | 53 | 2026-06-30 |
| Viking Global Investors (Halvorsen) hedge-fund, active | $35.08B | 90 | 53 | 2026-06-30 |
| Tiger Global Management (Coleman) tiger-cub, growth, active | $23.98B | 46 | 53 | 2026-06-30 |
| Duquesne Family Office (Druckenmiller) hedge-fund, famous-pm, druckenmiller, macro, active | $5.21B | 95 | 53 | 2026-06-30 |
| Situational Awareness LP (Leopold) famous-pm, ai-thesis, tech, concentrated, active | $20.24B | 26 | 7 | 2026-06-30 |