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
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 | $97.89B | 271 | 52 | 2026-03-31 |
| Jennison Associates large-active, growth, lo | $145.41B | 562 | 52 | 2026-03-31 |
| Sands Capital Management large-active, growth, lo | $25.49B | 67 | 52 | 2026-03-31 |
| Fundsmith (Terry Smith) growth, quality, concentrated, active | $12.83B | 34 | 53 | 2026-03-31 |
| Polen Capital growth, quality, concentrated, active | $14.46B | 221 | 52 | 2026-03-31 |
| WCM Investment Management growth, quality, international, active | $43.81B | 263 | 53 | 2026-03-31 |