Mingdom Alpha
as of 2026-09-30
Report date
2026-09-30
Web data generated
2026-09-30 1:41 PM PDT
Alpha report generated
2026-09-30 1:41 PM PDT
Alpha web build revision f0e5a86caf26Alpha web package 20260930T204336686069Z-735cc190e1b4

Latest institutional flows

13F snapshot2026 Q2partial2Q window · 124 / 129 managers
Coverage 124 / 129 managers (96.1%)Quarter end 2026-06-30Published 2026-08-18 8:55 PM PDT

How to read it: raw adds/increases, trims/exits, and net shares are the primary evidence. The manager-quality-weighted flow score is secondary context. Reported value changes are price-sensitive and are not proof of buying or selling.

13F filings do not provide a complete short book or hedging picture, and options exposure is incomplete. Flow managers are not the same as current holders.

Quarter is partial; only 124/129 managers have usable holdings coverage.

3 filed manager(s) reported no usable holdings; they are not counted as holdings coverage.

Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
13F

Latest institutional flows

2026 Q2 · 2-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.

RankTickerFlow scoreFlow managersAdds / increasesTrims / exitsNet shares / units ΔValue Δ · price-sensitiveWeighted flow
1
CVNA
100.0273517+118,740,455-$2.8B0.362
2
DY
87.7141413+277,123$1.1B0.317
3
MTZ
72.9181420+1,570,877$1.8B0.263
4
V
59.5504640+897,901-$314.7M0.215
5
SNPS
47.2262020-328,740-$360.7M0.171
6
NTRA
44.8202113+2,580,297$1.1B0.162
7
MU
43.6353324+11,547,918$50.6B0.157
8
CRWV
41.5182110+13,125,308$2.7B0.150
9
PDD
41.4171215+5,144,000-$2.7B0.150
10
ICLR
40.213176+9,291,172$1.6B0.145
11
META
35.5697050+14,341,833$61.7M0.128
12
FIG
35.3161113+11,266,490-$345.0M0.128
13
GPN
33.213159+6,384,760$296.7M0.120
14
WDAY
28.7212114+9,847,403-$560.2M0.104
15
APO
28.1161513-1,104,016-$490.7M0.101
16
QCOM
28.0201812+18,056,419$3.5B0.101
17
PLTR
27.3201616-11,112,184-$6.1B0.099
18
SPY
26.3302022+41,070,008$37.9B0.095
19
MMYT
26.31099+10,562,764$398.0M0.095
20
BDX
25.2181512+4,987,669-$101.3M0.091
21
TOST
24.3181911+7,885,524-$9.5M0.088
22
IEP
24.3221+69,117,174$311.3M0.125
23
CPNG
23.8312821-4,566,085-$2.3B0.086
24
BKNG
23.6272818+61,007,802-$2.7B0.085
25
ALC
22.710109-3,287,729-$420.0M0.082
13F managers

Top funds

Manager score is a research ranking. Use the score ingredients, filing history, and 90d excess return as context—not as a recommendation.

RankFundScoreQuality90d XSLatest holdingsHistory
1PECONIC PARTNERS LLC88.589.03.9%616 q
2Sanders Capital, LLC83.585.31.1%4618 q
3CAS Investment Partners82.379.15.4%620 q
4Slate Path Capital LP81.978.46.8%3920 q
5Coatue Management81.784.51.1%6220 q
6Kensico Capital Management Corp78.781.50.8%2420 q
7Jericho Capital Asset Management L.P.78.677.62.2%2820 q
8Aspex Management (HK) Ltd78.576.21.5%2418 q
9Whale Rock Capital78.476.32.1%3320 q
10Teewinot Capital Advisers, L.L.C.78.179.61.0%3120 q