I dare say this will be my best deep dive EVER! A couple of days ago I wrote about a very special research project I’m running to dig through the 13F filings of some of the world’s best small-cap growth focused hedge funds to create a map of where the smartest capital is flowing right now. I wanted to get you guys excited with a quick update on the progress before the full article drop on Friday. So far I’ve managed to: - log all activity from 11 specialist funds, - Track positions in a total of 754 securities - Reviewed all Q1 vs Q2 2026 share counts Leading me to discover: - 227 brand new positions initiated - 214 positions completely exited - 90 companies held by 3+ specialist managers simultaneously - 27 companies where 2+ managers independently opened new positions the same quarter This will be an absolute gold mine for all of you to dig through and review. I found 5-way ownership clusters. Triple new-entry signals where three managers all discovered the same company in the same quarter. One biotech position where the world’s most respected biotech fund has $2.1 billion invested and is STILL buying more. I’m now in the final stages of my research applying fundamentals and technical analysis to the shortlist of companies where clusters of smart money is deployed. After which I’ll be creating my own list of positions to invest in. This full research will be dropping on Friday, I invite you to follow my account so you don’t miss it. And for the time being I’ll leave you with 2 small teasers of companies on the list, that few of us might have heard of.. just look at the YTD charts and you’ll understand who has their pulse on the markets and why we are interested to follow in their footsteps. Check out $ARXS$RVMD I also left a summary table of all the hedge funds I’m tracking in this research to show you the scale of work. Hoping you’ll all find value in the work.
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3 Comments
Michelle Womack@spartangreen · 1h
Ohhhh… super excited 😆!!!!! I just know this will be magic 🌟🌟🌟🌟🌟
Eldon @selldon · 4h
$MOD caught my eye... used to own this but sold it (probably shouldn't have). Any thoughts on that one?
Sam @snieuwold · 7h
Can’t wait to read it!
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