I Built a Small Agent That Watches the Best Investors
The best investors don’t move often. When they do, it’s worth paying attention.
Buffett, Klarman, Pabrai. These people hold positions for years. A new buy isn’t a trade, it’s a conviction. And because they manage over $100M, they have to report their holdings to the SEC every quarter. That data is public. Most people ignore it.
I built a small agent that reads those filings every day and pulls out what’s actually moving.
Two views:
Latest filings: what the most recently filed funds are buying. Fewer funds have filed, but the data is fresh. You see moves before the quarter is fully reported.
Consensus: the quarter where most funds have already filed. More complete picture, slightly older. When multiple funds independently land on the same stock, that’s a signal worth noting.
Below is the latest scan. Loads fresh every time you open this page.
Holdings from SEC 13F filings. Not financial advice.