13F.chat AI
Portfolio research session
Welcome to 13F Chat AI
Ask about Berkshire Hathaway, Top 20 US Stocks, S&P 500 holdings, risk, factor style, and optimization results.
HoldingsRiskOptimization
13F 研究終端
量化投資的 AI 新境界，輸入任意投資想法，實現前所未有的量化投資
輸入一個投資假設、約束條件或極具挑戰的想法，13F.chat 會把它轉化為基金篩選、持倉洞察和可測試的優化路徑。
數據更新於 2026-05-07114 funds
Research feed
Hot Optimization and Insight Reads
A compact 13F.chat feed that alternates tested strategy pages with fund-level AI insight pages, so every 13F chat can start from fresh filings.
Popular optimization and insight articles
Momentum Screen2025-12-31Clifford Sosin - CAS Investment PartnersAlpha +59.04%Sharpe1.09What do the latest holding changes suggest about manager conviction?2025-12-31Harry Burn - Sound ShoreholdingsMomentum Screen2025-12-31Robert Vinall - RV Capital GmbHAlpha +57.19%Sharpe1.23What do the latest holding changes suggest about manager conviction?2025-12-31William Von Mueffling - Cantillon Capital ManagementholdingsMomentum Screen2025-12-31Michael Burry - Scion Asset ManagementAlpha +27.41%Sharpe0.61What do the latest holding changes suggest about manager conviction?2025-12-31Christopher Davis - Davis AdvisorsholdingsCombo Equal Screen2025-12-31Dennis Hong - ShawSpring PartnersAlpha +14.49%Sharpe0.98What do the latest holding changes suggest about manager conviction?2025-12-31Tweedy BrowneholdingsMomentum Screen2025-12-31Cathie Wood - ARK InvestmentAlpha +14.49%Sharpe1.09What do the latest holding changes suggest about manager conviction?2025-12-31Jensen Investment Managementholdings
Superinvestor portfolio updates
All fundsS&P 500Updated 2025-12-31Nasdaq-100Updated 2025-12-31S&P 500 Technology SectorUpdated 2025-12-31U.S. GrowthUpdated 2025-12-31Warren Buffett - Berkshire HathawayUpdated 2025-12-31Dodge & Cox FundsUpdated 2025-12-31Harry Burn - Sound ShoreUpdated 2025-12-31William Von Mueffling - Cantillon Capital ManagementUpdated 2025-12-31Christopher Davis - Davis AdvisorsUpdated 2025-12-31Tweedy BrowneUpdated 2025-12-31Jensen Investment ManagementUpdated 2025-12-31Yacktman Asset ManagementUpdated 2025-12-31Lindsell TrainUpdated 2025-12-31Richard Pzena - Pzena Investment ManagementUpdated 2025-12-31David Katz - Matrix Asset AdvisorsUpdated 2025-12-31Robert Olstein - Olstein Capital ManagementUpdated 2025-12-31Guy Spier - Aquamarine CapitalUpdated 2025-12-31Greenhaven AssociatesUpdated 2025-12-31
Latest research
Fresh Optimizations and Insights
The newest strategy runs and AI-written fund observations, split into two fast-scanning lists.
Latest Insights
Top 20 US StocksWhat is the most important portfolio risk visible in the latest holdings?risk2025-12-31S&P 500What do the latest holding changes suggest about manager conviction?holdings2025-12-31S&P 500 Materials SectorWhat factor style is most visible from the current portfolio data?style2025-12-31S&P 500 Communication Services SectorHow does the baseline portfolio compare with SPY on return, risk, and drawdown?performance2025-12-31S&P 500 Energy SectorWhich holdings deserve the most follow-up research from this static snapshot?holdings2025-12-31S&P 500 Financials SectorWhat is the most important portfolio risk visible in the latest holdings?risk2025-12-31S&P 500 Industrials SectorWhat do the latest holding changes suggest about manager conviction?holdings2025-12-31S&P 500 Technology SectorWhat factor style is most visible from the current portfolio data?style2025-12-31
Latest Optimizations
Robert Vinall - RV Capital GmbHMomentum Screen+57.19%2025-12-31Cathie Wood - ARK InvestmentBaseline+7.86%2025-12-31Clifford Sosin - CAS Investment PartnersMomentum Screen+59.04%2025-12-31Duan Yongping - H&H International InvestmentBaseline+10.02%2025-12-31Chase Coleman - Tiger Global ManagementBaseline+7.27%2025-12-31Chris Hohn - TCI Fund ManagementMomentum Screen+11.49%2025-12-31Dennis Hong - ShawSpring PartnersBaseline+9.42%2025-12-31John Armitage - Egerton CapitalMomentum Screen+8.75%2025-12-31
持倉變化
本季度持倉變化
按變化幅度排序的最顯著加減倉信號，來自全站 73 支基金的最新 rebalance 解讀。
| 標的 | 動作 | 變化 | 日期 | 基金 |
|---|---|---|---|---|
| YETI | 加倉 | +9.37 pts | 2025-12-31 | Glenn Welling - Engaged Capital |
| NVIDIA | 加倉 | +6.96 pts | 2025-12-31 | Duan Yongping - H&H International Investment |
| BAC | 退出 | +6.37 pts | 2025-12-31 | Guy Spier - Aquamarine Capital |
| NVIDIA | 新進 | +5.88 pts | 2025-12-31 | S&P 500 Growth |
| RBC | 加倉 | +4.34 pts | 2025-12-31 | Henry Ellenbogen - Durable Capital Partners |
| ALC | 新進 | +3.69 pts | 2025-12-31 | AKO Capital |
| AMZN | 減倉 | +2.76 pts | 2025-12-31 | AltaRock Partners |
| ASML | 減倉 | +2.40 pts | 2025-12-31 | Pat Dorsey - Dorsey Asset Management |
| OMF | 加倉 | +2.03 pts | 2025-12-31 | Glenn Greenberg - Brave Warrior Advisors |
| LAD | 加倉 | +2.00 pts | 2025-12-31 | Greg Alexander - Conifer Management |
高確信線索
高確信研究線索
重倉集中度超過 60%、且 baseline 策略 alpha 為正的基金。這是開始 fundamental 研究的好起點，但請記住：13F 不披露沽空和衍生品。
經理重倉日期Top 10 集中度Alpha
Clifford Sosin - CAS Investment Partners
5 holdings
CVNACarvana Co.
日期2025-12-31
Top 10 集中度100%
Alpha+23.07%
Michael Burry - Scion Asset Management
3 holdings
MOHMolina Healthcare, Inc.
日期2025-12-31
Top 10 集中度100%
Alpha+20.83%
Duan Yongping - H&H International Investment
12 holdings
AAPLApple Inc.
日期2025-12-31
Top 10 集中度100%
Alpha+10.02%
Dennis Hong - ShawSpring Partners
11 holdings
OKTAOkta, Inc.
日期2025-12-31
Top 10 集中度95%
Alpha+9.42%
Chase Coleman - Tiger Global Management
49 holdings
GOOGLAlphabet Inc.
日期2025-12-31
Top 10 集中度60%
Alpha+7.27%
Valley Forge Capital Management
9 holdings
FICOFair Isaac Corporation
日期2025-12-31
Top 10 集中度100%
Alpha+6.89%
Bryan Lawrence - Oakcliff Capital
7 holdings
IBKRInteractive Brokers Group,…
日期2025-12-31
Top 10 集中度100%
Alpha+5.70%
AltaRock Partners
8 holdings
AMZNAmazon.com, Inc.
日期2025-12-31
Top 10 集中度100%
Alpha+5.19%
策略優化
策略優化摘要
全站 73 支基金分別按 4 種 bootstrap 策略回測後的平均指標，作為對比起點。
| 策略 | Alpha | Sharpe | 最大回撤 | 年化收益 | 覆蓋基金 |
|---|---|---|---|---|---|
| 基線 | +0.66% | 0.67 | -35.05% | 11.33% | 114 |
| 動量篩選 | +1.39% | 0.60 | -42.35% | 12.88% | 114 |
| 價值篩選 | -1.34% | 0.51 | -50.04% | 9.95% | 114 |
| 綜合等權 | +1.26% | 0.65 | -42.11% | 13.46% | 114 |
解讀 13F
為什麼 13F 需要解讀
13F 是公開數據，但不是即時動作信號。在使用之前先理解三個邊界。
披露延遲
13F 在每個季度末後最多 45 天才會公佈，到你看見時基金可能已經調整。
只披露多頭
13F 不包含沽空、衍生品和海外資產，看到的只是機構持倉的一部分。
研究起點，不是買入指令
把 13F 當成 fundamental 研究的入口，結合估值與基本面再做決定。
探索
探索基金宇宙
按基金、經理或 ticker 搜索全站 114 支基金，或從下方快速分類切入。