Latest, newest, and biggest buys by some of the legendary investors. May 2021 13F reporting.

Recent 13F fillings reveal significant stock purchases made by some of the legendary investors

Prothena Corporation plc (PRTA) is up +29.95% today (6/7/21) and is up approximately +57% since mid-May rebalance

Biogen (BIIB) Stock Jumps on FDA Approval of Alzheimer's treatment. Other companies, including Prothena, working on similar Alzheimer drugs, advanced as well. 

Alkeon Capital Management May 2021 13F Fillings Top Positions Analysis

Alkeon Capital Management is a New York based long/short equity hedge fund which was founded in 2002. It focuses on investments in Technology, Media, Telecommunication, and Biotechnology sectors. 

EDGR Index May 2021 Rebalance Report

On May 20th 2021 EDGR completed quartile re-balancing of EDGR Index. The following positions will be held in the EDGR Index until the next rebalance period in mid-August 2021

Ticker Check (coming soon)

New feature on to check stock ownership in funds tracked by EDGR. 

EDGR Mid-Rebalance Performance Report

We have another month until EDGR index rebalance, which will occur in mid May 2021, and we would like to report on EDGR Index performance and highlight some of the top and bottom EDGR Index stocks. The approximate year-to-date EDGR Index performance, thru April 21st 2021, is 13.9%, vs. 10.3% for SPDR S&P 500 ETF

Meet the hedge fund behind Game Stop mania

In January 2020 Melvin Capital Management LP (Melvin), one of the high-profile hedge funds shorting Game Stop (GME), was down -53%. Does this mean the fund’s manager, Gabriel Plotkin, is a bad money manager? Let’s analyze Melvin Capital’s historical 13F filings and find out.

EDGR Index February 2021 Rebalance Report

On February 18th 2021, EDGR completed rebalance for EDGR Index. Learn which stocks have been selected for the EDGR Index from our vast hedge fund research database. 

Whale Rock Capital Management Top Positions

Alex Sacerdote founded Whale Rock Capital Management in 2006 as a hedge fund that invests globally and focuses on the Technology, Media, and Telecom sectors. 

Viking Global Investors Top Positions

Andreas Halvorsen founded Viking Global Investors in 1999 alongside David Ott and Brian Olson. This fund invests across a wide range of industries with a focus on long-short equity and long-only strategies. Read about their top 13F positions.

Abdiel Capital Advisors LP Top Positions

Abdiel Capital Investors was founded in March 2006 by Colin T. Moran and Geoffrey M. Gentile. The fund mainly makes long term investments, and its portfolio consists of around 10 – 20 stocks. Read about their top 13F positions.

Coatue Management LLC Top Positions

Phillipe Laffont founded Coatue Management in 1999. Historically, Coatue’s investment focus is on technology and, so far this year, the fund’s top positions performed exceptionally well.  Read about their top 13F positions.

ARK Investment Management LLC Top Positions

ARK Investment Management was founded in January 2014. The firm’s products include mutual funds and ETFs which focus on disruptive innovations such as genomics, autonomous technology, robotics, and fintech.  Read about their top 13F positions.

SCGE Capital Management Top Positions

SCGE Management LP (Sequoia Capital) is a privately owned venture capital firm headquartered in Menlo Park, California. Read about their top 13F positions.