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Search for a fund or manager. Our AI analyzes their latest holdings to reverse-engineer their investment thesis.

Oakmark Select13F

AUM: $5B

Value / Contrarian
Top Holding
First Citizens BancShares
Recent Move
Bought: Deere & Co, Airbnb. Sold: Salesforce.
Updated: Q3 2025Click for details

Ruane Cunniff (Sequoia)13F

AUM: $6B

Pivot to US Tech
Top Holding
Alphabet (GOOGL)
Recent Move
Sold: Rolls-Royce. Bought: TSLA, Meta, Alphabet.
Updated: Q3 2025Click for details
AI Sentiment Pulse
Scanning Reddit (r/SecurityAnalysis), X, and Financial News for Stock sentiment.
Positive Mentions1,240
Trending Topics
#AI_Capex#GLP1#RateCuts
Latest Insights

Why Value Investing is Making a Comeback in 2025

Bloomberg2h ago

Why Value Investing is Making a Comeback in 2025

Bloomberg2h ago

Why Value Investing is Making a Comeback in 2025

Bloomberg2h ago