13F / Q2 2026 crowding

Crowded or
contested?

A common-stock map of current holder breadth and Q1 → Q2 share-count actions. The Fundamental cohort is the default. The Systematic / market-making cohort and Corporate-strategic cohort remain separate.

Q2 2026
12-manager default
Common stock only

How to read the map

X shows current manager holder count. Y shows positive breadth minus negative breadth. Mixed actions stay distinct. They do not change either breadth count. Bubble radius uses square-root scaling of aggregate current reported value. The model excludes CALL and PUT. The Q2 filings were accepted 45–45 calendar days after the 30 June period end.

32 normalized snapshots · fixture 0 · live 0

Biggest moves

ThemeSearch issuerHeld by at least Contested only

Theme colors Unmapped AI / semiconductorsMegacap platformsPayments / fintechPrivate / new technologyMobility / transportPower / utilitiesConsumerBubble radius = square-root-scaled aggregate current reported value; minimum visible radius 5 SVG units.

Breadth map80 of 80 plotted issuers

The zero line separates positive and negative net breadth. Mixed actions appear in the detail. They do not change either breadth count.

Selected issuer

ALPHABET INC

CUSIP prefix 02079K · Megacap platforms

Contested

Current holders: 8
Positive breadth: 6
Negative breadth: 3
Mixed: 1
Net breadth: +3
Reported value · secondary: $43,461,979,613

ALPHABET INC

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