Market Insights

Citadel Advisors LLC reported an equity AUM of $413.0B in 2026.Q1, maintaining a highly diversified portfolio with a top-10 concentration of 4%. The quarter saw high turnover, characterized by 24 new positions and 25 exits alongside broad rebalancing across technology and index holdings.

In 2026.Q1, Fisher Asset Management managed $290.4B in assets across 250 positions, maintaining a top-10 concentration of 34%. The firm demonstrated active portfolio management with 17 new positions initiated and 135 positions increased, favoring a concentration in Information Technology.

In 2026.Q1, Berkshire Hathaway managed $263.1B in equity assets across 29 positions, maintaining a concentrated portfolio with 91% in the top 10 holdings. The firm demonstrated a notable shift in strategy by selling 16 positions, including reductions in core holdings like BAC and CVX.

In 2026.Q1, Dodge & Cox managed $182.0B in equity assets across 222 positions, maintaining a disciplined portfolio with a 27% concentration in its top 10 holdings. The firm demonstrated a cautious approach, characterized by trimming 109 positions while prioritizing selective additions to core technology and service holdings.

In 2026.Q1, AQR Capital Management managed $141.3B in equity assets across 250 positions, with a top-10 concentration of 17%. The firm displayed high portfolio turnover, characterized by significant additions to major technology holdings alongside notable exits from software and financial services names.

In 2026 Q1, Two Sigma Investments managed $76.7B in equity assets across 244 positions, maintaining a diversified portfolio with a 15% top-10 concentration. The firm demonstrated high turnover, initiating 91 new positions while liquidating 78, reflecting an aggressive portfolio rebalancing strategy.

Renaissance Technologies reported a $39.3 billion equity AUM for 2026.Q1, maintaining a diverse portfolio of 250 positions with a top-10 concentration of 18%. The firm engaged in significant turnover, executing 79 new positions and 79 exits while adjusting exposure across key holdings.

Bridgewater Associates managed $20.1B in equity assets during 2026.Q1, characterized by high turnover with 88 new positions and 88 full exits. The portfolio remains heavily weighted in broad market ETFs while increasing exposure to major technology and semiconductor equities.

In 2026.Q1, Pershing Square Capital Management managed $13.7B across 11 positions with a highly concentrated portfolio. The firm shifted its strategy by adding MSFT and AMZN while reducing exposure to BN and UBER.

In Q4 2023, Greenlight Capital managed $2.0B in equity assets across 40 positions, with a concentrated top-10 weighting of 77%. The portfolio activity was dynamic, featuring 7 new positions and 20 additions against 6 exits, while maintaining a significant sector tilt toward Consumer Discretionary.

Scion Asset Management's 2025.Q3 13F filing shows an equity AUM of $1.4B concentrated across 4 positions. The portfolio underwent a significant turnover with 3 new buys and 5 exits, reflecting a shift in strategy while maintaining a primary tilt toward the Health Care sector.

In 2026.Q1, Baupost Group LLC managed an equity portfolio of $0.0B across 22 positions, with a high concentration in its top ten holdings. The firm demonstrated active portfolio turnover, initiating 6 new positions while exiting 6 others, with a primary sector focus on Consumer Discretionary and Industrials.