Bottom line: the highest-information corporate ownership disclosure in the latest 30 days is NVIDIA's 9.3% beneficial ownership of Nebius. However, the SEC filing says most of it comes from a pre-funded warrant acquired on March 11—not a purchase on July 13. In the Q2 13F early-filer sample, KLAC was a net add for all six managers, while NVDA and JNJ were added by five.
The timing distinction is essential. Schedules 13D/13G disclose beneficial ownership events such as crossing a 5% threshold and are generally more timely; 13F compares quarter-end portfolios. This report uses both but keeps them in separate tables and never treats event date, filing date and acquisition date as interchangeable.
Treat this as an idea-generation map, not an automatic buy list. Current valuation, earnings revisions, technical entry points and short exposure are outside the filing data. The sensible next step is to research high-consensus names now and rerun the screen after the full August filing deadline.
Filed in the last month does not mean bought in the last month
What the filings support: among six comparable Q2 early filers, semiconductor equipment and AI infrastructure produced the clearest quarter-end net-add consensus. KLAC was added by 6/6 managers and NVDA by 5/6.
Focus: strategic and large beneficial ownership from Schedules 13D/13G
The 30-day SEC index contained 1,312 unique 13D/13G accessions, including 456 initial, non-amended filings. The table below curates high-information cases involving well-known corporations or a major bank. Schedule 13G generally denotes passive ownership, while Schedule 13D may involve control or governance; neither automatically proves an open-market purchase.
| Filer → issuer | Filed / event date | Beneficial ownership | What it actually means | Signal |
|---|---|---|---|---|
| NVIDIA → Nebius (NBIS) Schedule 13G | Jul 20 / Jul 13 | 22,256,412 shares · 9.3% | 1,190,476 shares were already in NVIDIA's Q1 13F; the other 21,065,936 are underlying a pre-funded warrant acquired March 11. The warrant entered the 60-day beneficial-ownership window on July 13. This was not a 22.3m-share purchase on July 13. | High strategic value timing needs correction |
| Palantir → Surf Air Mobility (SRFM) Schedule 13G | Jul 1 / Jun 24 | 8,248,989 shares · 7.4% | An initial 13G confirms passive beneficial ownership above 5%. The filing does not provide cost basis, and the event date alone does not prove a same-day purchase. | Strategic watch |
| Renesas → SiTime (SITM) Schedule 13D | Jul 9 / Jul 1 | 3,558,691 shares · 11.9% | Renesas sold its timing business to SiTime for about $1.5bn cash plus these shares and gained a board nomination right. The stake was transaction consideration, not open-market buying. | High industrial logic |
| JPMorgan → ALGM / MKSI / KLIC / VICR four Schedules 13G | Jul 16 / Jun 30 | ALGM 6.8%; MKSI 5.0%; KLIC 5.0%; VICR 6.9% | The bank and its accounts crossed passive 5% ownership thresholds. This is useful position-size evidence, but it is not a JPMorgan corporate strategic investment or proof of concentrated July buying. | Institutional ownership |
Q2 early-filer coverage: largest disclosed 13F portfolios
We read tableValueTotal from the SEC cover page for all 1,563 Q2 filings and deduplicated amendments to 1,552 managers. These figures are disclosed 13F security values, not firm AUM. Security-level comparisons then use representative managers with usable adjacent-quarter records.
| Rank | Manager | Filed | 13F value | Rows |
|---|---|---|---|---|
| 1 | Swedbank | Jul 15 | $115.99bn | 1,123 |
| 2 | Assenagon | Jul 8 | $80.18bn | 1,158 |
| 3 | Wealth Enhancement Advisory | Jul 15 | $59.79bn | 4,384 |
| 4 | Ninety One UK | Jul 16 | $44.73bn | 271 |
| 5 | Envestnet Portfolio Solutions | Jul 20 | $20.87bn | 1,369 |
| 6 | Pennsylvania Public School ERS | Jul 17 | $20.59bn | 1,759 |
| 7 | Davenport & Co | Jul 13 | $20.35bn | 1,356 |
| 8 | Sequoia Financial Advisors | Jul 17 | $20.07bn | 2,163 |
| 9 | Fort Washington | Jul 17 | $19.89bn | 452 |
| 10 | Czech National Bank | Jul 8 | $18.35bn | 503 |
1. Strongest cross-manager signals
Direction is based only on reported share-count changes in ordinary long equity positions. Estimated added notional equals added shares multiplied by quarter-end reported value per share. It is a proxy, not execution value or cost basis.
| Rank | Security | CUSIP | Net-add managers | Estimated added notional | Interpretation |
|---|---|---|---|---|---|
| 1 | KLAC · KLA | 482480100 | 6 / 6 | ~$2.02bn | Unanimous strongest equipment signal |
| 2 | NVDA · NVIDIA | 67066G104 | 5 / 6 | ~$1.24bn | Core AI compute exposure |
| 3 | JNJ · Johnson & Johnson | 478160104 | 5 / 6 | ~$413m | Defensive not a pure risk-on basket |
| 4 | SNOW · Snowflake | 833445109 | 5 / 6 | ~$125m | Two managers initiated positions |
| 5 | GOOGL · Alphabet A | 02079K305 | 4 / 6 | ~$789m | Platform AI exposure |
| 6 | AVGO · Broadcom | 11135F101 | 4 / 6 | ~$566m | Custom silicon and networking |
| 7 | PEP · PepsiCo | 713448108 | 4 / 6 | ~$462m | Defensive consumer exposure |
| 8 | WMT · Walmart | 931142103 | 4 / 6 | ~$457m | Quality retail |
| 9 | GEV · GE Vernova | 36828A101 | 4 / 6 | ~$365m | Power and data-center infrastructure |
| 10 | BKNG · Booking | 09857L108 | 4 / 6 | ~$321m | High-quality consumer platform |
| 11 | MU · Micron | 595112103 | 4 / 6 | ~$287m | Memory; new at Congress |
| 12 | PLTR · Palantir | 69608A108 | 4 / 6 | ~$206m | AI software and government data |
2. What each core manager changed
| Manager / filed | Q2 disclosed value | New / Add | Largest net initiations or adds | Quality note |
|---|---|---|---|---|
| Swedbank Jul 15 | $115.99bn | 44 / 326 | KLAC +$1.47bn; SpaceX new $609m; AMD +$521m | Holdings report; 2 other managers |
| Assenagon Jul 8 | $80.18bn | 176 / 461 | SNDK new $1.41bn; NVDA +$1.17bn; UBS +$808m | Large multi-strategy portfolio |
| Congress Asset Management Jul 7 | $16.25bn | 32 / 150 | ARM new $145m; KLIC new $117m; MIR +$100m | Normal early Q2 holdings report |
| ATP Jul 17 | $4.60bn | 18 / 107 | KLAC +$35.7m; DAL new $32.2m; MRK new $30.6m | Danish supplementary pension fund |
| Avanza Fonder Jul 17 | $4.59bn | 13 / 246 | KLAC +$34.0m; MSFT +$33.3m; AMZN +$31.1m | Substantial indexed/fund exposure |
| Mitsubishi UFJ Morgan Stanley Securities Jul 15 | $32.7m | 10 / 12 | AMAT +$3.2m; AVGO +$2.2m; MRVL new $0.82m | Small portfolio; used as direction confirmation |
New / Add counts cover ordinary long equity share positions. ETFs, convertibles and options still require security-level judgment. SpaceX and other private securities are not directly tradable public-equity ideas.
3. Major banks, brokers and famous managers: Q2 still pending
| Major bank / broker | Latest main 13F | Largest Q1 net adds vs restated Q4 | Q2 status | Interpretation note |
|---|---|---|---|---|
| JPMorgan Chase | 2026Q1 · May 13 restatement | GOOG +$5.25bn; META +$3.39bn; MRK +$2.81bn | Pending | Restatement replaces original filing |
| Goldman Sachs | 2026Q1 · May 15 | MSFT +$3.63bn; NVDA +$2.46bn; GOOG +$2.36bn | Pending | High turnover and client exposure |
| Morgan Stanley | 2026Q1 · May 15 | AAPL +$3.55bn; NVDA +$3.35bn; AMZN +$2.57bn | Pending | Combination; Q4 uses later restatement |
| Bank of America | 2026Q1 · May 18 | JPM +$2.63bn; META +$1.53bn; BMY +$1.06bn | Pending | Consolidated firm and client accounts |
| Citigroup | 2026Q1 · May 11 | NVDA +$2.26bn; MSFT +$1.79bn; AAPL +$1.59bn | Pending | Not suitable for copy-trading |
| UBS Group | 2026Q1 · May 5 | MSFT +$1.85bn; AAPL +$1.39bn; TSM +$1.26bn | Pending | Combination; large client component |
| Nomura | 2026Q1 · May 15 | TECK new $377m; CTSH +$275m; WBD +$132m | Pending | Combination report |
Bank comparability QC: JPMorgan and Morgan Stanley had relatively stable reporting boundaries. Included-manager counts changed at Goldman, Citi, UBS and Nomura, while Bank of America's table-row count fell sharply. False AstraZeneca initiations caused by a CUSIP migration were removed. All estimates describe consolidated firm/client quarter-end positions, not proprietary trading.
Famous investors and managers: representative latest-Q1 moves
| Manager | Latest filing | Largest Q1 New / Add | Q2 status |
|---|---|---|---|
| Berkshire Hathaway | May 15 · $263.1bn | GOOGL +$10.47bn; DAL new $2.65bn; GOOG new $1.03bn | Pending |
| Bridgewater | May 15 · $22.4bn | AMZN +$508m; TSM new $364m; AVGO +$207m | Pending |
| Pershing Square | May 15 · $13.7bn | MSFT new $2.09bn; AMZN +$384m | Pending |
| Appaloosa | May 15 · $5.9bn | AMZN +$446m; UBER +$322m; SNDK new $179m | Pending |
| Soros Fund Management | May 15 · $9.1bn | LIN new $129m; EA +$110m; SEE +$94m | Pending |
| Tiger Global | May 15 · $22.8bn | TSM +$622m; AMAT +$260m; MELI new $233m | Pending |
| Coatue | May 15 · $29.1bn | EQIX new $1.07bn; ASML new $655m; TSM +$221m | Pending |
| Citadel / Millennium / D. E. Shaw / Renaissance | May 14–15 · 2026Q1 | Included in the watch universe, but excluded from a copy-trade list because of high turnover and multi-strategy/quant structure | Pending |
| Scion Asset Management | Latest: 2025Q3 · Nov 3, 2025 | No 2026Q1 main 13F; old positions cannot be assumed to remain current | No recent filing |
Well-known corporate investment filers
| Corporate filer | Latest disclosed value | Representative change | Quarter status |
|---|---|---|---|
| Japan Post Holdings | Q2 · $5.97bn | Only AFL; reduced by 1,076,010 shares, no New/Add | Q2 filed |
| Glencore | Q2 · $4.87bn | Bunge and Century Aluminum share counts unchanged, no New/Add | Q2 filed |
| SoftBank Group | Q1 · $11.4bn | Ethos Technologies new ~$34.9m | Q2 pending |
| Markel Group | Q1 · $11.9bn | Sunbelt Rentals new $62.7m; MELI new $9.4m | Q2 pending |
| Loews | Q1 · $11.9bn | TEAM +$43.7m; BLDR +$37.9m; AMZN new $29.2m | Q2 pending |
The “well-known company” category only includes corporate entities that actually have a Form 13F filing obligation and a comparable securities portfolio. Famous public companies such as Apple or Tesla do not automatically file 13F simply because they are well known.
4. Portfolio message: offense and defense coexist
Semiconductor equipment is the cleanest consensus
KLAC scored 6/6 and NVDA 5/6; AVGO, MU and COHR reached 4/6, with AMD and LRCX also appearing across at least three managers. The pattern is more specific than a generic “AI” basket.
This is not pure risk-on positioning
JNJ reached 5/6, while PEP, WMT and PG reached 4/6. The early filers paired AI infrastructure exposure with health care and staples.
Initiations deserve extra diligence
Congress initiated ARM, KLIC and MU; Assenagon and Avanza initiated SNDK; multiple managers initiated SNOW. Corporate actions, CUSIP changes and reporting-scope changes still need to be ruled out.
The complete answer arrives after mid-August
Many large managers file close to the deadline. This is a first-pass radar, and the consensus screen should be rerun after August 14.
5. How to use the screen
- Good for: discovering institutional consensus, finding initiations, building sector watchlists and validating durable themes.
- Not good for: timing entries, inferring actual cost basis, observing equity shorts or estimating net exposure.
- Next update: rerun after the August 14 deadline and add valuation, estimate revisions and price performance.
6. Method and safeguards
| Step | Method | Reason |
|---|---|---|
| Filing universe | SEC master index; Jun 22–Jul 21; 13F-HR and 13F-HR/A | Separates filing date from report date |
| Core sample | Original Jun 30 13F-HR filings with an adjacent Mar 31 filing | Excludes old-period amendments and delayed disclosures |
| Aggregation key | CUSIP + put/call + SH/PRN | Avoids issuer-name and class-text drift |
| Direction | New/Add/Reduce/Exit based on ordinary-long share counts | Market-value changes include price movement |
| Options | Excluded from the main ranking | 13F lacks strike, expiry, cost and delta |
| Quality control | Flags amendments, confidentiality, combination reports and other managers | Scope changes can create false buys |
Primary SEC sources
Form 13F FAQ · EDGAR APIs · 13F field and dollar-unit documentation
Assenagon · Swedbank · Congress · ATP · Avanza · Mitsubishi UFJ Morgan Stanley Securities
Data cutoff: July 21, 2026. Facts come from original SEC filings; theme synthesis, added-notional estimates and research priorities are YoloLab inferences. Not investment advice.