moatshark My

How this works

Investment managers with more than $100m in US-listed shares must file a 13F with the SEC each quarter. It’s the source most sites use, but it only covers shares traded in America. A manager’s holdings in Nestlé, Novo Nordisk or Nintendo on their home exchanges never appear.

US mutual funds and ETFs also file Form N-PORT, which lists every holding in the fund, wherever it trades. Where a manager on this site runs US funds, we load those filings too and mark the holdings that the 13F misses.

Share classes

Where a company has more than one class of shares (Alphabet’s A and C shares, Samsung’s ordinary and preference shares), we combine them into one holding, so the weights show how much of the portfolio is really in that company.

Filing dates

A 13F is due 45 days after each quarter ends, or the next business day if that falls on a weekend or US holiday. The expected filing date for each manager is the typical gap between quarter end and filing over its last eight filings. Some managers file early; many file on the last day.

Where the data comes from

  • 13F holdings: SEC EDGAR, loaded each quarter as filings arrive. Values are as reported by the manager.
  • Fund portfolios: SEC Form N-PORT, published quarterly about 60 days after the quarter ends.
  • Ticker symbols: OpenFIGI, matched by each security’s identifier.
  • Company facts: SEC EDGAR company records (industry code, state of incorporation, financial year end) and the XBRL financial statements companies file with their 10-K and 10-Q reports (revenue, net income, shares outstanding). Sectors are our grouping of SEC industry codes.
  • Fund returns and costs: monthly total returns per share class from N-PORT filings, checked against the returns and expense ratios in each fund’s annual and half-year shareholder reports (Form N-CSR). We show the cheapest share class whose figures check out.
  • People: short biographies written from firm websites, regulatory filings and reputable press, with sources listed on each page and checked in October 2026.

Things to know

  • Filings are a snapshot. A 13F is filed up to 45 days after the quarter ends, so positions may have changed since.
  • Changes compare share counts with the previous filing. Amounts bought and sold are estimates at quarter-end prices.
  • A manager’s funds aren’t always its whole business: separate accounts and non-US funds are not shown.
  • Nothing here is investment advice.