Legendary Investor Tracking

What Are 13F Filings?

SEC Form 13F is a quarterly report that institutional investment managers with at least $100 million in assets under management are required to file with the Securities and Exchange Commission. The filing discloses all equity holdings — every stock the fund owns, the number of shares, and the market value of each position.

These filings are publicly available, but reading them in their raw form is nearly impossible for most people. The data is reported using CUSIP numbers (a nine-character alphanumeric code assigned to each security) rather than ticker symbols, and the filings are published as structured XML or plain text documents buried in the SEC's EDGAR database.

ChartingLens solves this by automatically parsing each 13F filing, converting every CUSIP to its corresponding ticker symbol, and presenting the data in a clean, searchable format. You get the full portfolio of each legendary investor updated quarterly, without having to dig through SEC filings yourself.

18 Tracked Investors — You Choose Who to Follow

ChartingLens tracks 18 legendary investors and institutional managers. Each investor's full portfolio is parsed from their latest 13F filing and updated automatically when new filings are published. The roster is fully customizable — pick exactly which investors appear in your view, whether that is all 18 or just the two or three whose style matches your own.

• Warren Buffett (Berkshire Hathaway) — the most followed investor in history, known for concentrated value investing with a multi-decade time horizon
• Michael Burry (Scion Asset Management) — famous for predicting the 2008 financial crisis, known for deep value and contrarian positions
• Bill Ackman (Pershing Square Capital) — activist investor who takes large, concentrated positions and pushes for operational improvements
• Ray Dalio (Bridgewater Associates) — founder of the world's largest hedge fund, known for macro-driven, all-weather portfolio construction
• Stanley Druckenmiller (Duquesne Family Office) — macro legend who managed George Soros's Quantum Fund and has one of the best long-term track records in investing history
• Ken Griffin (Citadel) — runs one of the most profitable hedge funds ever, combining quantitative rigor with deep fundamental research
• Steve Cohen (Point72 Asset Management) — legendary stock picker whose long/short equity book is among the most closely watched on Wall Street
• Howard Marks (Oaktree Capital) — distressed-debt specialist whose memos on market cycles are required reading for professional investors
• Carl Icahn (Icahn Enterprises) — the original activist investor, famous for shaking up boards and forcing companies to unlock shareholder value
• Seth Klarman (Baupost Group) — reclusive value investor and author of "Margin of Safety," one of the most sought-after investing books ever written
• David Einhorn (Greenlight Capital) — value investor known for meticulous forensic research on both long and short positions

The full roster of 18 also includes David Tepper (Appaloosa Management) and other institutional managers with exceptional long-term track records. Toggle any investor on or off from the settings panel and the entire surface — holdings, recent changes, performance, and overlaps — reflects only the funds you follow.

Portfolio Views

Each investor's portfolio can be viewed in multiple ways to help you quickly understand their positioning and identify actionable ideas.

Recent-Buy Signals

You should never have to diff two quarterly filings by hand to figure out what a fund actually did. Every holding in ChartingLens carries a badge showing exactly what changed versus the prior quarter's 13F:

• NEW BUY — a brand-new position initiated during the most recent quarter. These are the freshest ideas from investors who have done extensive due diligence.
• BOUGHT +X% — an existing position that was increased, with the exact percentage added. Adding to a position signals growing conviction.
• SOLD −X% — a position that was reduced, with the exact percentage trimmed. Heavy trimming is worth investigating before you buy in.
• NEW PUT / NEW CALL — option-specific badges that flag when a fund opened a new put or call position, so a bearish hedge is never mistaken for a bullish equity buy.

The dedicated "Recent Changes" view takes this further: it filters all of your followed funds down to just the moves. Instead of reading 18 full portfolios, you get one feed of everything the legends bought, added to, trimmed, or exited this quarter.

Fund Performance View

Following a legendary investor only makes sense if their recent picks are actually working. The Performance view gives every fund you track a report card: a per-fund card estimating the portfolio's value-weighted return since its latest 13F report date, so you can see how the disclosed portfolio has performed from the moment it became public.

• Return since report date — the estimated value-weighted return of the fund's disclosed portfolio from the 13F report date to today
• Benchmarked vs SPY — every fund's return is compared against SPY over the same window, with the alpha shown directly on the card ("+X% vs SPY"), so you know whether the fund is beating the market or just riding it
• Top-5 concentration donut — a visual breakdown of how much of the portfolio sits in the five largest positions, revealing at a glance whether the fund is concentrated or diversified
• Risk score (0-100) — a single score summarizing the portfolio's risk profile, so you can compare a concentrated activist book against a diversified macro fund on equal footing

Fund Detail Analytics

Clicking any performance card opens a deep-dive modal that breaks the entire portfolio down the way an institutional analyst would.

Below the analytics, a per-stock table lists every holding with its portfolio weight, estimated cost basis, and percentage move since the report date — with new positions highlighted so this quarter's fresh ideas stand out from the long-term core.

Portfolio Overlap Detection

One of the most powerful features of the Legendary Investor Tracking tool is portfolio overlap detection. The "Overlaps Only" view surfaces stocks that two or more of your tracked investors are buying simultaneously — a conviction signal for where institutional capital is flowing.

When several of the world's best investors independently decide to own the same stock, it represents a rare convergence of research and conviction. These overlapping positions are not coordinated — each investor arrived at their thesis independently, making the agreement all the more significant.

• Multi-investor overlap — see which stocks are held by 2, 3, or more tracked investors at the same time
• Combined value — the total dollar value all tracked funds have committed to the position, showing the scale of institutional capital behind it
• Per-fund breakdown — see exactly which investors hold the stock and how much each one has allocated, revealing who has the highest conviction

CUSIP-to-Ticker Conversion

Raw 13F filings report holdings using CUSIP numbers — a nine-character identifier that most retail traders have never seen and cannot look up easily. ChartingLens automatically converts every CUSIP in a filing to its corresponding stock ticker symbol, company name, and current market data.

This conversion runs server-side when each new filing is processed, and the results are cached so you see clean, readable data instantly. No manual lookup required, no confusing alphanumeric codes — just ticker symbols you can immediately chart and research.

New Filing Notifications

13F filings are due within 45 days of each calendar quarter-end (March 31, June 30, September 30, December 31). Most legendary investors file close to the deadline, but the exact date varies. ChartingLens monitors EDGAR for new filings from every tracked investor and notifies Premium users when a new filing is published.

This means you do not have to check EDGAR yourself or set calendar reminders for each investor's filing window. The moment a new 13F is available, ChartingLens parses it, converts the CUSIPs, and makes the updated portfolio available in the app — and you get notified so you can review the changes right away.

How to Use Hedge Fund Holdings Data

Idea Generation

Use the "Recent Changes" view to see what each legend has been buying recently. The NEW BUY and BOUGHT +X% badges are fresh ideas from investors who have done extensive due diligence. Research the stock on your own, click the holding to check the chart, and if it aligns with your own analysis, add it to your watchlist.

Check the Fund's Performance First

Before copying any fund's picks, open its Performance view. The "+X% vs SPY" alpha figure tells you whether the fund's disclosed portfolio has actually beaten the market since its report date, and the fund detail modal shows which recent buys are working and which are not. Copy the funds whose recent decisions are paying off — not just the biggest names.

Conviction Validation

If you already have a thesis on a stock and then discover that Buffett or Burry holds the same position, it provides independent validation of your idea. It does not guarantee the trade will work, but it gives you additional confidence that your research is on the right track.

Contrarian Signals

When a legendary investor sells out of a position entirely, it is worth investigating why. Check the chart and recent news. If the market has not yet reacted, the exit may be a leading indicator of trouble ahead. Michael Burry's positions, in particular, often signal contrarian views that the market has not yet priced in.

Overlap-Based Watchlists

Build a watchlist from stocks held by 3 or more tracked investors. This "consensus portfolio" represents the highest-conviction ideas across the hedge fund holdings universe and can serve as a starting point for your own long-term portfolio construction.

Free vs Premium vs Pro

The hedge fund holdings surface is a Premium feature. Free accounts see locked previews of every view — enough to explore the layout and see what is tracked — while Premium ($14.99/mo) and Pro ($29.99/mo) unlock the full data.