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The 13F roster is being populated — check back shortly.
Click any whale to open their full portfolio. Cards show latest-quarter AUM, position count, new / exited positions, top-5 holdings, and the clone return — what copying their disclosed book would have earned (13F-derived, 45-day filing lag, long positions only).
Stocks held by multiple tracked whales in the latest quarter. Shows implicit consensus — when 3+ whales are simultaneously in the same name, that's a conviction-weighted signal.
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Ticker
Issuer
# Whales
Combined Value
Holders
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+ next to a holder = new position this quarter (coordinated accumulation signal).
Two independent, informed signals on the same name: a federal-award surge (USAspending QoQ jump) andtracked-whale accumulation (13F adds). Whale votes are performance-weighted — a fund whose disclosed book has been compounding counts more than one that's been losing. Public-data correlation — research signal, not advice.
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No convergence right now — no tracked name shows both a federal-award surge and fresh whale accumulation.
Schedule 13D filings from tracked whales — triggered when an investor crosses a 5% stake with intent to influence. Every Item 4 "Purpose of Transaction" is classified by LLM into passive, engagement, board change, strategic review, or proxy fight.
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No 13D filings ingested yet. Run --fetch-activist to populate.
Classification by Groq Llama 3.3 70B on Item 4 body (Gemini fallback). Delta amendments may classify as passive when the new content only reports a share sale or price update — check the original 13D for full activism thesis.
Which two whales hold the same book. Overlap sums the smaller of each pair's
portfolio weight across every security both funds report, so 100 means identical
portfolios at the percentage level and 0 means no shared name.
Long 13F positions only, one quarter at a time — it says nothing about who copied whom.
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No pairs at this threshold
No two whales overlap by {{ clonesMinOverlap }}% or more in
{{ clonesResolvedQuarter || 'the latest quarter' }}. Lower the threshold to widen the net.
One fund, quarter by quarter: assets, the top five holdings, and what it bought and sold.
Where both quarters have an embedded snapshot we also show drift, the cosine distance
between consecutive quarters' narratives. High drift usually means a strategy pivot or a
big rebalance. Drift is blank when a snapshot has not been embedded, which is not a zero.
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Pick a whale above to see their quarter-by-quarter timeline.