Every quarter, institutional managers with over $100M must disclose their US equity holdings in a 13F filing. Most tools dump those holdings as thousands of raw rows per fund. The more interesting question is the one across funds: what do several smart-money managers agree on right now?
We ran six well-known funds through the Smart Money 13F consensus analysis - Berkshire Hathaway, Pershing Square, Third Point, Appaloosa, Coatue and Tiger Global - based on their most recent 13F filings (Q1 2026). This post shows the actual output.
The consensus picks
| Stock | Funds holding | Of which bought/added | Combined value |
|---|---|---|---|
| Taiwan Semiconductor (TSM) | 4 of 6 | 3 | $5.6B |
| Alphabet (GOOGL) | 4 of 6 | 2 | $16.9B |
| Amazon (AMZN) | 4 of 6 | 2 | $5.3B |
| Meta Platforms (META) | 4 of 6 | 2 | $3.7B |
| ASML | 3 of 6 | 2 | $0.7B |
| Microsoft (MSFT) | 4 of 6 | 1 | $4.0B |
| Nvidia (NVDA) | 4 of 6 | 1 | $3.5B |
The single most interesting line is Taiwan Semiconductor: held by four of the six funds, and three of them were buyers in the latest quarter (Third Point, Appaloosa, Coatue and Tiger Global hold it; three increased or initiated). When managers with very different styles - an event-driven fund, a distressed specialist and two growth funds - converge on the same name in the same quarter, that is a research lead worth understanding.
Notable new positions this quarter
The per-fund delta analysis (new buys vs prior quarter) showed, among others:
- Berkshire Hathaway: new positions in Alphabet, Delta Air Lines and Macy's.
- Pershing Square: a new position in Microsoft.
- Third Point: new in Meta, Alphabet, SPDR Gold Trust and TransDigm.
- Appaloosa: new in SanDisk.
- Coatue: new in Equinix, ASML, Visa and Qualcomm.
- Tiger Global: new in MercadoLibre, Lumentum and Intel.
Berkshire initiating Alphabet made headlines; the fact that Third Point started a new Alphabet position in the same quarter is the kind of cross-fund confirmation a consensus view surfaces immediately and headline-reading does not.
The caveats that matter
Honesty first: 13F data has real limitations. Filings arrive up to 45 days after quarter end, so positions may have changed. They show only US long equity positions - no shorts, no bonds, no international lines, no options context. And consensus is a research lead, not a buy list: peer-reviewed work consistently finds that naively copying 13F filings is not a reliable strategy. The value is knowing where to look, faster.
Reproduce this analysis
This entire post is the output of one $0.20-per-fund run. Give the Smart Money 13F Actor a list of fund CIKs and it returns each fund's new buys, increases, trims and exits plus the cross-fund consensus ranking - as JSON, with every fund linking back to its actual SEC filing. AI agents can run the same analysis through our free MCP server.
Compare that with a WhaleWisdom subscription at roughly $30/month: if you need this once a quarter for a handful of funds, pay-per-result is an order of magnitude cheaper. (Need 20 quarters of history? Then WhaleWisdom is the better tool - see our honest comparison.)
Data for research, screening and monitoring - not investment advice. Historical patterns do not guarantee future results.
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