See the patterns institutional managers are building. Quietly.
InvestorLens aggregates public SEC 13F filings and surfaces cross-portfolio patterns that are invisible when looking at any single filing. Educational research only — not financial advice.
Unusual Accumulation Appearing Across Multiple Portfolios: AMAZON COM INC
Ten independent institutional managers with combined assets in the hundreds of billions disclosed Amazon accumulation within a single reporting cycle, aggregating approximately $31.5 billion in disclosed long exposure across the cohort. The simultaneous positioning by unaffiliated accounts operating under distinct mandates suggests either coordinated reassessment of fundamental value or forward-looking positioning—a pattern typically visible only when examined across multiple portfolios rather than in isolation.
🔒 Hidden cross-fund pattern
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Educational research only · not financial advice · based on public 13F disclosures
AI Infrastructure Intelligence
Track where institutional capital, insider buying, and billionaire accumulation converge across the AI datacenter supply chain — GPUs to nuclear power.
AI Index
48.45
+-0.4 vs 30d ago
GPUs & Accelerators
92
Utilities
67
Servers & Systems
46
Cooling & Thermal
43
How It Works
See How This Pattern Is Detected Across Funds (60 sec)
See how InvestorLens surfaces cross-portfolio patterns from public 13F data.
Latest investor changes
View all- Ticker unavailableCUSIP 78464A631Sold
David Einhorn · SPDR SER TR
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - $0
- Ticker unavailableCUSIP 31946M103Sold
David Einhorn · FIRST CTZNS BANCSHARES INC N
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 649445103Sold
David Einhorn · NEW YORK CMNTY BANCORP INC
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 92189F106New
David Einhorn · VANECK ETF TRUST
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$5.6M - $0
- Ticker unavailableCUSIP 20854L108Sold
David Einhorn · CONSOL ENERGY INC NEW
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 236272100Sold
David Einhorn · DANIMER SCIENTIFIC INC
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 500767306New
David Einhorn · KRANESHARES TRUST
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$4.5M - Ticker unavailableCUSIP 64132K201Sold
David Einhorn · NEUBASE THERAPEUTICS INC
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 87424L207Sold
David Einhorn · TALIS BIOMEDICAL CORP
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 88337F105Sold
David Einhorn · THE ODP CORP
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - Ticker unavailableCUSIP 92189H607Sold
David Einhorn · VANECK ETF TRUST
Q4 2025 · filed Feb 17, 2026 · SEC ↗
$0 - $58.5M
- $34.9M
Values below represent combined reported holdings from public 13F filings of tracked investors -- not real-time trades. Filings may be delayed up to 45 days.
Most accumulated positionsi
View all- GOOGLIncreasedWarren Buffett · ALPHABET INC$37.8BReported position value
- BACNewWarren Buffett · BANK AMER CORP$29.3BReported position value
- KONewWarren Buffett · COCA COLA CO$26.5BReported position value
- AMZNNewKen Griffin · AMAZON COM INC$17.7BReported position value
- OXYNewWarren Buffett · OCCIDENTAL PETE CORP$12.5BReported position value
Most reduced positionsi
View all- BACReducedWarren Buffett · BANK AMERICA CORP$57.8BReported position value
- UBERReducedBill Ackman · UBER TECHNOLOGIES INC$5.8BReported position value
- QSRReducedBill Ackman · RESTAURANT BRANDS INTL INC$3.6BReported position value
- BNReducedBill Ackman · BROOKFIELD CORP$2.8BReported position value
- GRBKReducedDavid Einhorn · GREEN BRICK PARTNERS INC$1.2BReported position value
Super Investor Forecast™
ImpliedAggregated portfolio-positioning signal · based on public 13F filings · not financial advice
Confidence
56%
Inferred from public filings · for research purposes only
View Macro Consensus →Inflation & Dollar Consensus™
Implied view across 6 tracked super investors · based on public 13F filings · not financial advice
Confidence
73%
Inflation
Falling
U.S. Dollar
Strengthening
Buffett · Dalio · Druckenmiller · Ackman · Tepper · Burry · portfolio-positioning signals only
What InvestorLens is — and isn't
Read this before treating any number on the site as actionable. Educational research only.
Our system reads public 13F filings, compares them to the prior quarter, and presents the reported changes. Every dollar value is verifiable against the original SEC document.
InvestorLens is a research tool, not a brokerage or investment advisor. We don't place trades, hold customer funds, give personalized advice, or recommend any security.
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