Understand every move by the smartest investors in the world.
Understand every 13F move by the smartest investors in the world — Buffett, Ackman, Burry and 27 other top portfolio managers — scored on a signed +100 buy / −100 sell scale. Live prices. New filings every quarter.
What to buy
- 1GEGE AerospaceBUY·9 buying·4 sellingDriven by: Trend streak +10 · Concentration +9+41
- 2OXYOccidental PetroleumWEAK BUY·15 buying·4 sellingDriven by: Smart money +11 · Trend streak +10+33
- 3BABAAlibabaWEAK BUY·23 buying·16 sellingDriven by: Smart money +22 · Insider buys +10+33
- 4FICOFair IsaacWEAK BUY·8 buying·4 sellingDriven by: Smart money +10 · Concentration +9+32
- 5SCHWCharles SchwabWEAK BUY·15 buying·8 sellingDriven by: Smart money +11 · Trend streak +10+26
What to sell
- 1AAPLApple Inc.WEAK SELL·14 buying·25 sellingDriven by: Dissent -30 · Track record drag -4−29
- 2GOOGLAlphabetWEAK SELL·19 buying·32 sellingDriven by: Dissent -41 · Crowding -2−22
- 3GOOGAlphabet Class CWEAK SELL·12 buying·26 sellingDriven by: Dissent -25 · Track record drag -6−13
- 4AMZNAmazonWEAK SELL·23 buying·37 sellingDriven by: Dissent -39 · Insider sells -5−13
- 5COFCapital One FinancialWEAK SELL·21 buying·19 sellingDriven by: Dissent -24 · Track record drag -5−13
The biggest smart-money bets right now.
The eight single trades that moved the most portfolio weight across all 30 tracked managers. When a superinvestor puts 5%+ of their book behind one ticker in a single quarter, that’s the signal everyone else chases.
| Move | Ticker | Manager | % of book |
|---|---|---|---|
| NEW |  PLTR | Scion Asset Management | 66.0% |
| ADD |  AMR | Pabrai Investment Funds | 54.1% |
| NEW |  NVDA | Scion Asset Management | 49.0% |
| ADD | AMR | Pabrai Investment Funds | 45.9% |
| TRIM |  FICO | Valley Forge Capital | 43.4% |
| TRIM |  AAPL | Berkshire Hathaway | 40.5% |
| ADD |  HCC | Pabrai Investment Funds | 36.6% |
| ADD | HCC | Pabrai Investment Funds | 36.5% |
Sorted by single-move portfolio impact (position value as % of manager’s filed book at that quarter). Source: SEC Form 13F. Methodology.
Latest insider buys
Every CEO/CFO buy at a US public company hits the SEC within 2 business days via Form 4. We score each one — role, action, recency, and cluster-fit — into a single InsiderScore.
OUST
NMM
OABI
CYTK
BMILatest material events
Every public company must disclose material events on SEC Form 8-K within 4 business days — bankruptcies, cybersecurity incidents, M&A, CEO changes, earnings. We classify + score each one with the branded EventScore.
COCO
SMTK
OFAL
NHI
CYCUWTwenty-one ways to read smart money
Pick the angle, not the ticker. Every card answers a different question smart-money data usually buries.
What if you'd copied them?
Interactive backtests. Drag a year, drop in a dollar amount.
Most-owned stocks
Ranked by how many superinvestors hold them.
META
MSFT
V
MCOThe portfolio managers we watch
The full activity feed.
Every tracked 13F move in chronological order, grouped by quarter. The fastest way to see what just changed.
Open activity feed →One signed score
Every stock gets one number on a −100..+100 scale. A ticker shows up on exactly one list — never both sides at once. The META problem is solved.
Always current
SEC filings parsed within hours. Email alerts fire the moment Buffett, Ackman, or Icahn file a new 13F.
Backtest anything
Interactive simulators: 'If you had copied Buffett starting in 2010, you'd have…' — share-ready charts for every manager.
Built on real SEC filings, not vibes
Every number is derived from SEC 13F filings. No paid placements. No sponsored signals.
Founders rate: $9/mo for life
The first 100 Pro members lock in $9/mo permanently. Standard price goes to $14/mo after that. You keep the rate as long as you stay subscribed.
- + Email alerts on every 13F filing
- + EDGAR automation — 80+ managers
- + AI-generated thesis per ticker
- + API access (1,000 calls/mo)
Get alerts the moment they move.
One email per 13F filing. No spam, no advice, just the data. Unsubscribe anytime.
What HoldLens does, in plain English
What is a ConvictionScore?+
A signed number from −100 to +100 that tells you how strongly tracked superinvestors are buying or selling a stock. +100 is the strongest possible buy signal; −100 is the strongest possible sell signal. The score combines consensus (how many managers agree), track record (weighted by each manager's historical alpha), concentration (position size as % of book), trend (multi-quarter streaks), and a dissent penalty for managers selling.
How often is HoldLens updated?+
Every time a tracked portfolio manager files a 13F with the SEC, which happens quarterly within 45 days of quarter end. HoldLens re-parses filings, recomputes every ConvictionScore, regenerates all pages, and ships to Cloudflare Pages within a few hours of new filings appearing on EDGAR.
Is HoldLens free?+
Yes — the core product (every page, every ConvictionScore, every manager profile, 150+ JSON API endpoints, 30 tracked managers) is free and always will be. Ad-supported via Google AdSense and an affiliate relationship with Interactive Brokers. An optional Pro tier (€9/mo founders rate, first 100 subscribers) adds email alerts on every 13F filing, the full 80+ manager EDGAR universe, a 10,000 req/day API key, a per-ticker AI thesis generator, and removes ads. Free users never lose functionality.
How is HoldLens different from Dataroma?+
Dataroma lists holdings. HoldLens scores them. Every ticker has a signed −100..+100 ConvictionScore plus 16 distinct signal pages (best-now, big-bets, rotation, consensus, contrarian, crowded-trades, first-movers, accelerators, trend-streaks, and more), a 150-endpoint public JSON API, live prices, and a mobile-optimized UI built on Next.js static export.
Is this investment advice?+
No. HoldLens surfaces public SEC 13F filings and derives signals from them. Nothing on the site is a recommendation to buy or sell any security. 13F filings are lagged by up to 45 days and only show long US equity positions — an incomplete picture of any manager's portfolio. Do your own research.
How many portfolio managers does HoldLens track?+
30 of the world's best active superinvestors, including Warren Buffett, Bill Ackman, Stanley Druckenmiller, Seth Klarman, Howard Marks, David Tepper, Michael Burry, Chris Hohn, Chase Coleman, Li Lu, and others across value, growth, activist, macro, and long-short strategies.