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13F / 13D / 13G & Congress Filing Alerts
Live institutional 13F-HR quarterly top buys, Schedule 13D/13G (>5% activist & passive stakes), and Congressional STOCK Act PTR trades — auto-synced to Fund pages, Top 25 Holdings, Copy Funds, and Congress.
13D / 13G stakes, 13F top buys & Congress disclosures
13F funds ›Institutional ownership filings (>5% Schedule 13D/13G stakes), quarterly 13F-HR additions, and Congressional PTR disclosures.
ALLAllstate CorpSC 13D · 6.1% stake
Trian Fund Management (Nelson Peltz) — Disclosed 6.1% Schedule 13D stake pushing for ROE expansion, underwriting margin discipline, and buyback acceleration.
CGNXCognex CorpSC 13D · 6.4% stake
Engaged Capital (Glenn Welling) — Filed 6.4% activist 13D seeking operational streamlining and AI factory-automation commercial overhaul.
RPDRapid7 IncSC 13D · 8.8% stake
JANA Partners (Barry Rosenstein) — Disclosed 8.8% activist 13D urging strategic review and potential private-equity sale process.
CARAvis Budget GroupSC 13D/A · 46.2% stake
SRS Investment Management (Karthik Sarma) — Amended 13D stake to 46.2% following fleet modernization and share repurchase retirement.
HHyatt HotelsSC 13G · 9.3% stake
Baron Capital (Ron Baron) — Reported 9.3% passive institutional ownership across Baron Partners and Baron Asset funds.
CORZCore ScientificSC 13G · 5.7% stake
Situational Awareness LP (Leopold Aschenbrenner) — Crossed 5.7% ownership threshold in Core Scientific on HPC/AI gigawatt data-center conversion thesis.
SWKSSkyworks SolutionsSC 13D · 8.4% stake
Elliott Investment Management — Disclosed 8.4% activist stake ($1.3B) seeking RF/AI edge board representation and capital return.
CRMSalesforce IncSC 13D/A · 5.2% stake
ValueAct Capital — Amended 13D stake to 5.2% backing Agentforce AI margin expansion and operating discipline.
NBISNebius Group N.V.SC 13G · 6.8% stake
Tiger Global Management — Passive >5% Schedule 13G ownership (6.8% of Class A shares) following GPU cluster expansion.
KVUEKenvue IncSC 13D · 5.9% stake
Starboard Value LP — New 5.9% Schedule 13D activist stake targeting brand turnaround and margin restructuring.
Baron Capital (Ron Baron)13F-HR · TOP CONVICTION · 28 POSITIONS
Ron Baron · Baron Capital Group · Highlight: TSLA (Tesla Inc) — Long-duration compounder book anchored by TSLA, MSCI, IT,CSGP, H, IDXX, ANSS & ACN across Baron Partners & Focused Growth
Fortress Investment Group13F-HR · ADDED +22%
Drew McKnight & Joshua Pack · Highlight: FTAI (FTAI Aviation) — Concentrated special situations, aviation leasing (FTAI), energy infrastructure (FIP) & asset-backed credit
ExodusPoint Capital Management13F-HR · NEW + ADDED
Michael Gelband & Hyung Lee · Highlight: AVGO (Broadcom Inc) — Multi-manager pod expansion in AI networking (AVGO, ANET), power utilities (VST, CEG) and event-driven M&A
Capula Investment Management13F-HR · ADDED +29%
Yan Huo · Fixed Income & Macro RV · Highlight: IBIT (iShares Bitcoin Trust) — Global macro & relative-value book with digital-asset basis (IBIT), gold (GLD), and liquid US equity index hedges
Eisler Capital13F-HR · NEW POSITION
Edward Eisler · Multi-Strategy · Highlight: GEV (GE Vernova) — Multi-PM allocation into grid electrification (GEV, ETN), European/US defense & AI semis
Cubist Systematic Strategies (Point72 Quant)13F-HR · QUANT SIGNAL BUY
Point72 Systematic & Quant Arm · Highlight: PLTR (Palantir Technologies) — Point72's systematic quant engine rotated into high-momentum AI software (PLTR, APP) & semiconductor leaders
Surveyor Capital (Citadel L/S Arm)13F-HR · ADDED +27%
Citadel Fundamental Equities Arm · Highlight: VRT (Vertiv Holdings) — Citadel's Surveyor Capital pod sleeve added liquid cooling (VRT), optical interconnects (COHR) & biotech catalysts
Ashler Capital (Citadel Equities Arm)13F-HR · ADDED +33%
Citadel Ashler L/S Equities · Highlight: CEG (Constellation Energy) — Citadel's Ashler Capital unit scaled nuclear/grid power (CEG, GEV) and industrial automation compounders
Citadel GQS (Global Quantitative Strategies)13F-HR · SYSTEMATIC REBALANCE
Citadel Quantitative Research & Systematic · Highlight: NVDA (NVIDIA Corp) — Citadel GQS cross-sectional stat-arb & factor model tilted toward high-ROE quality and AI cashflow leaders
Point72 Turion (AI & Tech Pod)13F-HR · NEW + ADDED
Point72 Dedicated AI & Hardware Strategy · Highlight: TSM (Taiwan Semiconductor) — Point72's dedicated AI hedge fund (Turion) concentrated in CoWoS packaging (TSM), HBM memory (MU) & neoclouds (NBIS)
EverPoint Asset Management (Point72 Arm)13F-HR · ADDED +21%
Point72 Fundamental L/S Sub-Advisor · Highlight: UBER (Uber Technologies) — EverPoint L/S pods overweight consumer platforms (UBER, DASH, BKNG) and medtech compounders (ISRG, BSX)
WorldQuant (Millennium Quant Arm)13F-HR · ALPHA SIGNAL +38%
Igor Tulchinsky · WorldQuant LLC · Highlight: APP (AppLovin Corp) — WorldQuant systematic alpha signals scaled high-velocity earnings revision leaders (APP, PLTR, CLS, FIX)
Corbets Capital (Balyasny L/S Arm)13F-HR · NEW + ADDED
Balyasny Dedicated Equities Unit · Highlight: CRDO (Credo Technology) — Balyasny's Corbets Capital unit added high-speed AEC connectivity (CRDO), aerospace aftermath (HWM, GE) & financials
Atreides Management13F-HR · ADDED +24%
Gavin Baker · Highlight: NVDA (NVIDIA Corp) — Gavin Baker's crossover tech book concentrated in Blackwell/Rubin AI compute (NVDA, AMD, TSM) and optical networking
Whale Rock Capital Management13F-HR · ADDED +31%
Alex Sacerdote · Highlight: CLS (Celestica Inc) — TMT S-curve specialist scaled hyperscaler custom ASIC assembly (CLS), AppLovin (APP), and optical transceivers (COHR)
Schonfeld Strategic Advisors13F-HR · ADDED +25%
Ryan Tolkin · Fundamental & Quant Pods · Highlight: VST (Vistra Corp) — Schonfeld Strategic Partners & Fundamental Equity pods added independent power producers (VST, TLN) & AI software
Jain Global LLC13F-HR · NEW MULTI-STRAT BOOK
Bobby Jain · Multi-Strategy · Highlight: ANET (Arista Networks) — Bobby Jain's flagship multi-manager launch deployed across AI cloud Ethernet (ANET), power grid (GEV) & M&A arb
Situational Awareness LP13F-HR · NEW + ADDED
Leopold Aschenbrenner · Highlight: CORZ (Core Scientific) — Added CORZ, VST, CEG & MU; top AI power & neocloud concentration (25 positions)
Duquesne Family Office13F-HR · NEW + ADDED
Stanley Druckenmiller · Highlight: COHR (Coherent Corp) — Initiated COHR & NBIS; increased Natera (NTRA) and Woodward (WWD) in Q3 13F-HR
Coatue Management13F-HR · ADDED +34%
Philippe Laffont · Highlight: ALAB (Astera Labs) — Boosted ALAB (+34%), ANET, TSM & META; trimmed legacy SaaS exposure
Pershing Square13F-HR · ADDED +18%
Bill Ackman · Highlight: BN (Brookfield Corp) — Added +18% to Brookfield (BN) and Uber (UBER); concentrated 9-stock book
Abrams Capital13F-HR · TRIMMED
David Abrams · Highlight: GOOGL (Alphabet Inc) — 1 position changes · 1 total holdings
H&H International13F-HR · NEW
Duan Yongping · Highlight: BABA (Alibaba Group Hldg Ltd) — 8 position changes · 8 total holdings
TSMCongress BUY · $1,001 – $15,000
Cleo Fields (D–LA) — Taiwan Semiconductor Manufacturing Company Ltd.
NVDACongress BUY · $1,001 – $15,000
Cleo Fields (D–LA) — NVIDIA Corporation
NVDACongress BUY · $1,000,001 - $5,000,000
Nancy Pelosi (D–CA) — NVIDIA Corporation — Call Options / Common
MSFTCongress BUY · $50,001 - $100,000
josh Gottheimer (D–NJ) — Microsoft Corporation
PLTRCongress BUY · $15,001 - $50,000
Marjorie Taylor Greene (R–GA) — Palantir Technologies Inc.
AVGOCongress BUY · $100,001 - $250,000
Michael McCaul (R–TX) — Broadcom Inc.
Descriptive market statistics and public SEC / exchange disclosures only (15 U.S.C. § 80b-2(a)(11)(D)). Quotes delayed at least 15 minutes. Not investment advice · Important disclosures
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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026