13F.chat

13F.chat — AI Smart Money Copilot

Follow the smart money — see what top managers actually bought, and whether it is still worth studying

13F.chat tracks the real quarterly moves of legendary managers — what they bought, added, and sold, in dollars — and helps you judge whether each move still matters, with AI-powered explanations.

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Catalog generated at 2026-08-23T15:10:38.640854+00:00135 public workspaces

Daily public research

Selected for Sep 7, 2026 · refreshes daily

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Berkshire entity research

Berkshire Hathaway holdings and 13F portfolio

Explore the latest disclosed holdings, concentration, sector exposure and a curated public research conversation.

13F holdingsCurated Q&A
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13F universe

13F Discovery Radar

Track the latest 13F rotation signals across managers, industries, and high-conviction stock moves. 2026-03-31 -> 2026-06-30.

Managers
132
Industries
25
Stocks
500
Latest active flow
+$16B
2026-06-30
Equity withdrawal proxy
+$451B
2026-03-31 -> 2026-06-30
SPY indexed
+174.8%
2026-06-30

Capital Rotation Timeline

Stacked sectors show share-count-implied active capital; the amber line tracks SPY.

Latest flow
+$16B
SPY
+174.8%
Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
FinancialsHealth CareIndustrialsInformation TechnologyConsumer DiscretionaryCommunication ServicesWithdrawal proxySPY

Macro Rotation Heatmap

Area ranks current 13F exposure. Color shows active flow momentum from the latest filings.

All industriesNet inflowNet outflow
Active flow momentumTrimmedFlatAdded
Financial Services
Financials
Wt 12.2% Flow +1.6%
Capital Goods
Industrials
Wt 9.5% Flow +5.5%
Semiconductors
Information Technology
Wt 9.5% Flow -12.6%
Media and Entertainment
Communication Services
Wt 7.9% Flow +5.5%
Tech Hardware
Information Technology
Wt 7.9% Flow -1.7%
Biotech & Pharma
Health Care
Wt 7.1%
Software and Services
Information Technology
Wt 6.2%
Discretionary Retail
Wt 5.5%
Health Care Equipment and Services
Health Care
Wt 5.5% Flow +2.3%
Banks
Financials
Wt 4.4% Flow +2.5%
Energy
Energy
Wt 4.1%
Food, Beverage and T...
Consumer Staples
Wt 3.3%
Transportation
Wt 2.6%
Materials
Wt 2.5%
Insurance
Financials
Wt 2.3%
Consumer Services
Consumer Discretionary
Wt 2.0%

Largest industry rotations

Semiconductors and Semiconductor Equipment
Information Technology
-$15B
-12.6%50 Buyers / 60 Sellers
Capital Goods
Industrials
+$7.8B
+5.5%64 Buyers / 75 Sellers
Media and Entertainment
Communication Services
+$7.2B
+5.5%68 Buyers / 76 Sellers
Transportation
Industrials
+$6.3B
+16.1%47 Buyers / 55 Sellers
Software and Services
Information Technology
+$4.2B
+3.7%70 Buyers / 67 Sellers
Financial Services
Financials
+$3.3B
+1.6%77 Buyers / 80 Sellers

Highest conviction stock moves

TickerActive flow
MELI
MercadoLibre, Inc.
-$5.8B
JPM
JPMorgan Chase & Co.
+$5.5B
GOOGL
Alphabet Inc.
+$4.4B
GEV
GE Vernova Inc.
+$4.2B
V
Visa Inc.
+$3.8B
GE
General Electric Company
+$3.7B
AMZN
Amazon.com, Inc.
+$3.6B
NVDA
NVIDIA Corporation
-$3.1B

Largest manager books

Berkshire Hathaway Inc.
AUM
+$289B
Turnover
+2.8%
Large CapGrowthLong-term Holder
Fisher Asset Management, LLC
AUM
+$239B
Turnover
+10.6%
Large CapGrowthLong-term Holder
PRIMECAP Management Company
AUM
+$158B
Turnover
+5.1%
Large CapGrowthLong-term Holder
Dodge & Cox Funds - Dodge & Cox Stock Fund
AUM
+$103B
Turnover
+7.0%
Large CapGarpLong-term Holder

This content is for informational and research purposes only and is not investment advice.