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 Q2partial4Q 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 · 4-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
FIG
100.0202619+41,739,074$793.8M0.338
2
IEP
94.4241+124,442,516$484.1M0.356
3
DY
93.8151618+5,835,013$3.0B0.317
4
APO
91.8192317+1,620,642-$64.8M0.310
5
SPGI
87.9324527+11,140,658$2.8B0.297
6
LEN
85.5192122+12,790,510$530.4M0.289
7
MTZ
80.4202126+6,787,151$3.0B0.272
8
SPY
58.3323626+120,405,084$94.1B0.197
9
V
57.4536767+33,596,922$10.9B0.194
10
SNPS
52.1293234+7,714,792$3.4B0.176
11
WDAY
49.4232825+15,263,630$257.2M0.167
12
ICLR
48.0151916+11,478,738$2.1B0.162
13
UNP
47.6284040+15,393,566$4.2B0.161
14
GBTG
47.2898+16,355,833$155.5M0.160
15
CRWV
40.5212716+42,573,132$3.0B0.137
16
RKT
40.4303933+71,637,367$1.2B0.137
17
LYV
39.8192924+6,744,156$1.4B0.134
18
CPNG
39.1334139+23,566,712-$3.7B0.132
19
WEN
37.1131911+15,709,613$32.2M0.125
20
GPN
35.4151714+29,510,744$2.1B0.120
21
AON
34.7243127+2,201,256$459.4M0.117
22
SAP
33.5182519+6,521,988$14.3M0.113
23
GTLB
33.4162012+12,843,922$324.1M0.113
24
GWRE
33.2141817+881,007$62.7M0.112
25
MU
32.6384134+52,295,659$63.0B0.110
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