Free · From 13F filings
What several top funds just bought
Not what they hold, and not what they topped up: what they opened. These are the companies that at least three separate institutional investors bought as a brand new position in the same quarter, which is the closest thing filing data has to independent agreement.
Q1 2026 consensus buys
682 companies cleared the bar; the 15 with most agreement are below.
Opened by Abrams Bison Investments, LLC, Ako Capital LLP, Aqr Capital Management LLC and 18 others
Opened by Aqr Capital Management LLC, Arrowstreet Capital, Limited Partnership, Capital Research Global Investors and 13 others
Opened by Aqr Capital Management LLC, Arrowstreet Capital, Limited Partnership, Capital Research Global Investors and 13 others
Opened by Citadel Advisors LLC, D. E. Shaw & Co., INC., Hound Partners, LLC and 8 others
Opened by Aqr Capital Management LLC, Arrowstreet Capital, Limited Partnership, Bridgewater Associates, LP and 7 others
Opened by Citadel Advisors LLC, D. E. Shaw & Co., INC., First Pacific Advisors, LP and 7 others
Opened by Aqr Capital Management LLC, Arrowstreet Capital, Limited Partnership, Bridgewater Associates, LP and 6 others
Opened by Bridgewater Associates, LP, Citadel Advisors LLC, D. E. Shaw & Co., INC. and 6 others
Opened by Dragoneer Investment Group, LLC, Parnassus Investments, LLC, Polen Capital Management LLC and 5 others
Opened by Ark Investment Management LLC, Baillie Gifford & Co, Duquesne Family Office LLC and 5 others
Opened by Bridgewater Associates, LP, Farallon Capital Management, L.L.C., Gamco Investors, INC. Et Al and 5 others
Opened by Eagle Capital Management LLC, Farallon Capital Management, L.L.C., Point72 Asset Management, L.P. and 5 others
Opened by Brave Warrior Advisors, LLC, D. E. Shaw & Co., INC., Point72 Asset Management, L.P. and 5 others
Opened by Arrowstreet Capital, Limited Partnership, Bridgewater Associates, LP, Citadel Advisors LLC and 5 others
Opened by Citadel Advisors LLC, D. E. Shaw & Co., INC., Hound Partners, LLC and 5 others
13F filings land four times a year, in February, May, August and November. We will email you the new consensus buys within days of each batch, at whatever threshold you set.
No spam, no selling your address, one-click unsubscribe in every email.
How to read this without being fooled by it
It is history, not news.
A 13F is filed up to 45 days after the quarter closes. Everything here describes decisions taken between three and six months ago, and the price has moved since. Any fund on this list may have sold the whole position already.
It is half a portfolio.
13Fs cover US-listed long positions only. No shorts, no bonds, no foreign listings, no cash. A fund shown opening a position may have bought it as a hedge against something the filing does not show.
Agreement is not evidence.
Several managers reaching the same conclusion often means they read the same sell-side note. Crowded positions also unwind together, which is precisely when you would least want to be in one.
New listings dominate.
Spin-offs and recent IPOs appear here disproportionately, because everyone who wants them has to open a position in the same quarter. That is a mechanical effect, not conviction.
Straight answers
What counts as a consensus buy?
A company that at least three different institutional investors reported as a brand new position in the same quarter — one they did not hold at all in the previous filing. Adding to an existing position does not count, because a top-up is usually rebalancing rather than a decision.
Which funds do you track?
Around 150 managers who file 13Fs, chosen for having a track record worth reading rather than for size alone. You can browse any of their full books on the super investors pages.
Why is a company on this list 'not rated' by you?
Consensus buying clusters in spin-offs, recent listings and small caps, which are exactly the companies our fundamentals feed has the least history for. We would rather show the filing fact and admit we have no rating than invent one.
How often will I be emailed?
Four times a year at most, tied to the 13F filing deadlines in February, May, August and November. If nothing clears your threshold in a quarter, nothing is sent. You choose the threshold: three funds surfaces more names, eight surfaces only the rare ones.
Is this a recommendation?
No. It is a description of what other people did, months ago, for reasons they did not publish. Professional investors are wrong regularly and expensively. Treat it as a list of companies worth researching, never as a list worth buying.
Educational information, not financial advice. Figures current as of July 2026 where dated; allowances and rates change, so check the source before acting.