The News Desk
Real articles from named mainstream publishers — every item links out to its source — alongside the Atlas's own clearly-labeled filing recaps.
Twenty minutes after the market opened Monday, someone took profit on a $200 million GLD position
CNBC · Investing
Mike Khouw gives a low-risk options strategy to play the next few weeks.
CNBC · Investing
The textbooks say the cycle high in real yields should act as a restraint on economic growth and equity valuations.
CNBC · Investing
Analysts are bullish on the prospects of several stocks due to their long-term growth potential and exposure to lucrative areas, such as artificial intelligence.
CNBC · Investing
New Berkshire Hathaway CEO Greg Abel appears to be letting Warren Buffett and portfolio manager Ted Weschler make all the decisions on the company's equities.
CNBC · Investing
Billionaire investor Ray Dalio said the the debt buyback announcement this week fits into a larger pattern that could signal a forthcoming debt crisis.
CNBC · Investing
Speculators on the prediction market platform think it's most likely that the cryptocurrency will end 2026 close to where it's now trading.
CNBC · Investing
The favorite energy stocks of hedge funds - including one with a projected 65% upside
CNBC · Investing
The CFTC's first Innovation Advisory Committee meeting discussed risks of mention markets, with members advocating for tighter consumer protection.
CNBC · Investing
President Donald Trump hinted that regulation may be in the works for Hyperliquid. Interesting trading activity followed.
CNBC · Investing
The scrutiny raised questions about what could happen to Walter's Carvana position if fallout from the investigation pressures him to raise cash.
CNBC · Investing
One of the many beauties of options trading is the ability to make money on a rangebound stock. Shares of Meta Platforms are presenting that opportunity right now.
CNBC · Investing
Templated recaps generated from parsed filings — every figure comes from the database, none are written by hand or by a language model.
Across the 234 tracked managers with Q2 2026 filings, the most newly initiated positions were FDXF (163 managers), SPCX (163 managers), HONA (158 managers), TRI (117 managers), VGNT (106 managers).…
In-house recapGotham Asset Management's Q2 2026 13F reports 1791 positions, reported value $43.0B. 174 new positions, 125 exits, 850 increases, 597 reductions versus its prior comparable filing. Largest additions…
In-house recapGates Foundation Trust's Q2 2026 13F reports 24 positions, reported value $34.4B. 2 new positions, 0 exits, 0 increases, 3 reductions versus its prior comparable filing. Largest additions: HD (new)…
In-house recapBridgewater Associates's Q2 2026 13F reports 997 positions, reported value $24.4B. 212 new positions, 208 exits, 399 increases, 378 reductions versus its prior comparable filing. Largest additions…
In-house recapThird Point's Q2 2026 13F reports 43 positions, reported value $4.7B. 14 new positions, 9 exits, 13 increases, 4 reductions versus its prior comparable filing. Largest additions: WBD (new), GOOGL…
In-house recapGlenview Capital's Q2 2026 13F reports 45 positions, reported value $5.5B. 12 new positions, 11 exits, 14 increases, 15 reductions versus its prior comparable filing. Largest additions: A (new), GPN…
In-house recapLone Pine Capital's Q2 2026 13F reports 34 positions, reported value $16.4B. 13 new positions, 15 exits, 8 increases, 13 reductions versus its prior comparable filing. Largest additions: NBIS (new)…
In-house recapAltimeter Capital's Q2 2026 13F reports 20 positions, reported value $9.8B. 9 new positions, 2 exits, 5 increases, 3 reductions versus its prior comparable filing. Largest additions: CBRS (new), QCOM…
In-house recapCoatue Management's Q2 2026 13F reports 211 positions, reported value $48.6B. 9 new positions, 5 exits, 8 increases, 22 reductions versus its prior comparable filing. Largest additions: MU (added)…
In-house recapDuquesne Family Office's Q2 2026 13F reports 95 positions, reported value $5.2B. 44 new positions, 23 exits, 15 increases, 10 reductions versus its prior comparable filing. Largest additions: NTRA…
In-house recapTiger Global Management's Q2 2026 13F reports 46 positions, reported value $24.0B. 9 new positions, 15 exits, 6 increases, 20 reductions versus its prior comparable filing. Largest additions: CBRS…
In-house recapT. Rowe Price's Q2 2026 13F reports 4722 positions, reported value $999.1B. 215 new positions, 111 exits, 2215 increases, 640 reductions versus its prior comparable filing. Largest additions: AMD…
In-house recapFairfax Financial's Q2 2026 13F reports 32 positions, reported value $2.6B. 6 new positions, 3 exits, 7 increases, 2 reductions versus its prior comparable filing. Largest additions: EGO (new), KHC…
In-house recapOaktree Capital Management's Q2 2026 13F reports 145 positions, reported value $7.2B. 8 new positions, 11 exits, 8 increases, 18 reductions versus its prior comparable filing. Largest additions: OCSL…
In-house recapARK Investment Management's Q2 2026 13F reports 191 positions, reported value $15.4B. 15 new positions, 6 exits, 79 increases, 95 reductions versus its prior comparable filing. Largest additions…
In-house recapPRIMECAP Management's Q2 2026 13F reports 324 positions, reported value $169.1B. 10 new positions, 6 exits, 82 increases, 179 reductions versus its prior comparable filing. Largest additions: UAL…
In-house recapBerkshire Hathaway's Q2 2026 13F reports 89 positions, reported value $299.3B. 1 new positions, 1 exits, 7 increases, 6 reductions versus its prior comparable filing. Largest additions: GOOGL…
In-house recapCitadel Advisors's Q2 2026 13F reports 16127 positions, reported value $875.1B. 1090 new positions, 898 exits, 2135 increases, 1865 reductions versus its prior comparable filing. Largest additions…
In-house recapD. E. Shaw & Co.'s Q2 2026 13F reports 6298 positions, reported value $210.2B. 510 new positions, 280 exits, 1277 increases, 1157 reductions versus its prior comparable filing. Largest additions: SPY…
In-house recapTwo Sigma Investments's Q2 2026 13F reports 5017 positions, reported value $138.1B. 547 new positions, 334 exits, 1506 increases, 1421 reductions versus its prior comparable filing. Largest…
In-house recapMillennium Management's Q2 2026 13F reports 5798 positions, reported value $276.3B. 494 new positions, 533 exits, 1349 increases, 1599 reductions versus its prior comparable filing. Largest…
In-house recapWellington Management's Q2 2026 13F reports 7448 positions, reported value $580.2B. 210 new positions, 159 exits, 714 increases, 857 reductions versus its prior comparable filing. Largest additions…
In-house recapElliott Investment Management's Q2 2026 13F reports 29 positions, reported value $22.7B. 2 new positions, 2 exits, 2 increases, 4 reductions versus its prior comparable filing. Largest additions: HPE…
In-house recapTCI Fund Management's Q2 2026 13F reports 11 positions, reported value $52.8B. 2 new positions, 1 exits, 4 increases, 3 reductions versus its prior comparable filing. Largest additions: V (added)…
In-house recapAdage Capital Partners's Q2 2026 13F reports 1002 positions, reported value $71.3B. 130 new positions, 108 exits, 299 increases, 387 reductions versus its prior comparable filing. Largest additions…
In-house recapAppaloosa's Q2 2026 13F reports 27 positions, reported value $7.7B. 6 new positions, 12 exits, 11 increases, 5 reductions versus its prior comparable filing. Largest additions: TSM (added), AMZN…
In-house recapGoldman Sachs Group's Q2 2026 13F reports 14070 positions, reported value $1.2T. 377 new positions, 354 exits, 2622 increases, 1875 reductions versus its prior comparable filing. Largest additions…
In-house recapIcahn Capital's Q2 2026 13F reports 18 positions, reported value $8.3B. 0 new positions, 0 exits, 2 increases, 2 reductions versus its prior comparable filing. Largest additions: IEP (added), SD…
In-house recapHimalaya Capital's Q2 2026 13F reports 8 positions, reported value $3.7B. 0 new positions, 6 exits, 2 increases, 0 reductions versus its prior comparable filing. Largest additions: PDD (added), BRK-B…
In-house recapViking Global Investors's Q2 2026 13F reports 90 positions, reported value $35.1B. 32 new positions, 21 exits, 17 increases, 29 reductions versus its prior comparable filing. Largest additions: RACE…
In-house recap