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
Growth
Growth-oriented active managers where portfolio changes can show risk appetite and theme rotation.
| Fund | Total Value | Positions | Quarters | Latest Period |
|---|---|---|---|---|
| Baillie Gifford large-active, growth, lo | $110.23B | 273 | 53 | 2026-06-30 |
| Jennison Associates large-active, growth, lo | $166.72B | 567 | 53 | 2026-06-30 |
| Sands Capital Management large-active, growth, lo | $26.93B | 71 | 53 | 2026-06-30 |
| Fundsmith (Terry Smith) growth, quality, concentrated, active | $13.65B | 41 | 54 | 2026-06-30 |
| Polen Capital growth, quality, concentrated, active | $11.61B | 219 | 53 | 2026-06-30 |
| WCM Investment Management growth, quality, international, active | $55.16B | 266 | 54 | 2026-06-30 |