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 Q2partial1Q 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 · 1-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
100.027234+118,126,758$207.3M0.888
2
DY
19.91468+217,702$1.1B0.176
3
MSFT
17.5642929+16,262,471$6.4B0.155
4
PDD
16.21366+10,456,342-$1.3B0.143
5
MTZ
14.418711-674,560$473.2M0.127
6
V
13.2472120+4,622,157$4.7B0.118
7
SNPS
13.1231010-206,965$350.6M0.116
8
QCOM
12.519107+16,987,986$3.9B0.111
9
BRKB
11.2311715+4,111,306$2.7B0.099
10
IEP
9.9220+69,534,196$314.4M0.125
11
NTRA
9.920118+1,198,570$1.0B0.088
12
CRWV
9.81687+5,978,092$1.8B0.087
13
DHR
9.727177+4,335,639$839.6M0.086
14
BKNG
9.324194+60,964,063$1.3B0.083
15
ICLR
9.31284+1,874,818$1.1B0.082
16
NU
9.12099+7,829,344-$361.8M0.081
17
SPY
9.1291011+35,068,924$37.6B0.081
18
SNOW
9.026176+9,508,048$4.1B0.079
19
APO
8.61677+1,795,212$286.2M0.077
20
VSAT
8.31393+7,517,270$773.7M0.074
21
GPN
8.11385+2,378,431$374.7M0.072
22
CPNG
7.725156-1,368,364-$549.9M0.068
23
BDX
7.61566+5,053,207$647.1M0.068
24
CTSH
7.01587+8,400,229-$727.2M0.062
25
TTMI
7.016115+4,602,445$1.5B0.062
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