The quarter in
five stories.
PIER20 follows 16 managers through their 13F filings. Twelve form the fundamental cohort, the default view. Five stories cover the quarter ended June 30, 2026. Each story compares what the same manager disclosed in Q1 and Q2.
Common stock only · CALL and PUT kept separateEvery count links to its filingSkip to the full tape ↓
Managers bought Alphabet and sold TSMC
Six of the twelve managers added to Alphabet between the two filings, more than for any other stock. Five cut or closed TSMC, the heaviest selling in the cohort.
Managers opened five new SpaceX positions
SpaceX entered five disclosed books this quarter. Every positive action on the name was an opening, not an addition. That is the broadest fresh support in the cohort.
Alphabet divided the cohort
Six managers added to Alphabet and three cut it in the same quarter. No other name carried more opposing actions. The stock that drew the most buyers also drew resistance.
Mobility gained buyers. Payments lost them.
Four more managers added to mobility and transport than cut it, the strongest theme breadth in the cohort. Payments and fintech ran the other way, two more sellers than buyers.
Soros ran the busiest book
Soros Fund Management changed 298 common-position classifications between its Q1 and Q2 filings — almost 3 times the next-busiest manager. A change means new, increased, decreased, closed, or mixed.
Explore the tape.
Five surfaces behind the five stories. Every count above links into them.
Counts, not flows.
The model combines common share classes, then counts each manager once per issuer. CALL and PUT positions remain separate. Reported value provides context, but it does not show trade size or conviction.
Filed after quarter end.
Transaction labels use Q1 → Q2 normalized share-count changes. Form 13F reports selected long positions after quarter end. It does not reveal short positions. This tape uses only 16 approved managers and supplied Q1/Q2 information tables.
32 snapshot artifacts · no fixture dataPIER20 · 13F tape · Q2 2026