Closelook Records
The record catalogue.
Track records live scattered across platforms that never talk to each other — wikifolio, Darwinex, Collective2, CTA databases, fund NAVs, analyst archives. Closelook Records brings them onto one page and grades the one thing the leaderboards never show: how verifiable each record actually is. Every figure is dated and shown exactly as its source showed it; every grade says where the number comes from, not whether we like it.
This is the human side of a catalogue built for both webs — each entry also ships as structured JSON (/records/index.json) so agents can read the same record people do. The subjects listed here have not contributed to these pages. Coverage, not endorsement; a diary, not advice.
Platform traders
Records computed by the platform the trading happens on — wikifolio, Darwinex, Collective2. The strongest grades in the catalogue live here, and so does the clearest grade distinction: real fills versus modelled fills.
- A wikifolio since 25 Mar 2014 (~12.5y)
Christian Jagd — Intelligent Matrix Trend
Global multi-asset with US focus — stocks plus long/short ETFs
Performance since inception: +773.6% · Average p.a.: +18.7%
A twelve-year systematic trend record run from a self-built signal tool, with short ETFs used for risk management — the closest thing on the wikifolio platform to a published trading system with a verified live record.
- A wikifolio since 13 Jan 2017 (~9.8y)
Florian Riediger — TSI Strategie Nasdaq-Werte
US technology — Nasdaq small and mid caps
Performance since inception: +701.5% · Average p.a.: +23.7%
Nearly a decade of momentum trading in Nasdaq small and mid caps — a platform-verified record whose current numbers show exactly what the strategy costs in a chip bear market: a −20% trailing year at 73% volatility.
- A Darwinex investable since 25 Feb 2019 (~7.7y)
pepewin — DARWIN OOS
Forex, index and commodity CFDs
Return since inception: +42.37% (gross) · Annualised return: +4.51% (gross)
A modest-return, long-duration systematic record that the platform itself has repeatedly funded through its DarwinIA allocation programme — proof that verified consistency attracts capital even without headline numbers.
- A wikifolio since 16 Sep 2012 (~14y)
Richard Dobetsberger — UMBRELLA
Global equities — pharma and new tech, US-heavy, 6–12 positions
Performance since inception: +3,064.8% · Average p.a.: +27.7%
The flagship of the wikifolio platform: fourteen years of platform-recorded trading, a triple-digit-million certificate, and a record currently deep in a one-year drawdown — which is exactly what a verified record is for: it shows both sides.
- A Darwinex investable since 19 Feb 2018 (~8.7y)
Sersan Sistemas — DARWIN SYO
Forex, index and commodity CFDs
Annualised return: +15.15% (gross, before 1.2%/20% fees) · 10-year return: +309.71% (gross)
A systematic FX/CFD programme with nearly nine investable years on a regulated platform, $13.6M of third-party capital and a mid-teens gross annualised return — the kind of unglamorous, verified consistency leaderboards rarely rank first.
- A wikifolio since 30 Dec 2014 (~12y)
Simon Weishar — Szew Grundinvestment
German and European equities only — no ETFs, no leverage
Performance since inception: +1,260.7% · Average p.a.: +24.7%
Twelve years of German-and-European-only stock picking with a steady platform-verified record — a value discipline rare in the certificate world, where most long records lean on US tech beta.
- A- Darwinex investable since 21 Jan 2017; the page header counts a 12-year track including imported pre-listing history
finbou — DARWIN THA
Forex, indices and commodity CFDs
Return (12 years, as stated): +834.21% (gross) · Annualised return: +20.47% (gross)
One of Darwinex's two flagship long records: a high-frequency systematic programme with over $10M allocated and a 30% win rate that works — because the average winner is built to outweigh the average loser.
- B Collective2 since Sep 2020 (74 months)
ares_Systemtrading — "ares"
Micro Nasdaq (MNQ) futures, long and short
Annual return (hypothetical fills): +32.4% · Max drawdown: 14.1% (Oct–Nov 2021)
The best risk/return profile we found on the Collective2 leaderboard: six years of timestamped Nasdaq-futures signals with a 14% maximum drawdown against a 32% hypothetical annual return — and clean risk rules stated up front.
- B Collective2 since Nov 2020 (72 months)
Easy Value Team — "Easy Value"
US stocks
Annual return (incl. costs): +22.3% · Max drawdown: 31.8% (Mar–Sep 2022)
Six years of timestamped value investing in US stocks — the current Collective2 leaderboard leader, with a 2022 drawdown of 31.8% sitting honestly in the middle of the record.
CTAs — managed futures
Regulated managed-futures programmes with decades of client money. The regulatory wrapper is strong; the public data layer is manager-reported — which is exactly what the grade says.
- B IASG (NFA-regulated CTA) client funds since May 1997 (~29y)
Drury Capital — Diversified Trend-Following
Metals, agriculture, FX, stock indices, energy and financial futures
YTD 2026: +23.18% · Terms: $5,000,000 minimum · 2% management / 20% performance
Twenty-nine years of client money in a classic diversified trend programme, running +23% in 2026 — a professional-tier record with an institutional minimum to match.
- B IASG (NFA-regulated CTA) inception 1 Nov 1984 (~42y) — firm founded 1974
DUNN Capital — World Monetary & Agriculture (WMA)
Financial, energy, metal and agricultural futures
YTD 2026: +18.40% · Terms: $100,000 minimum · 0% management / 25% performance
One of the longest live systematic records in existence: forty-two years of trend following under NFA regulation, with the rare 0/25 fee structure that only a manager confident in the long run offers.
Managers & funds
Regulated fund vehicles with daily NAV — the most verifiable record format there is, and the best case study in how the chosen window changes the story.
- A wikifolio since 20 Feb 2023 (~3.7y)
Christoph Gum — Alpha AI Leaders
Global AI megatrend equities — 10–20 names, US focus
Performance since inception: +186.6% · Average p.a.: +33.1%
An AI-model-driven AI-stock portfolio with institutional backing and €18M invested — verified since early 2023, which means the record covers one great AI year and the current repricing, but not yet a full cycle.
- A CL 67 · Strong SEC EDGAR (13F-HR) + NYSE (BRK.B) Buffett controls Berkshire since 1965 (~61y); 13F series since the form exists
Warren Buffett — Berkshire Hathaway
US equities (13F book) inside a listed conglomerate — insurance, railroads, energy, operating businesses
13F book (Q2 2026): $299B across 26 positions · Top position: Apple — 22.0% of the 13F book
The reference record of the catalogue: six decades of exchange-verified compounding behind a listed share, plus the quarterly regulatory window into the equity book that every copy-portfolio in the world watches with a 45-day lag.
- A- CL 35 · Mixed ARK Funds (SEC-regulated ETF issuer) ARKK inception 31 Oct 2014 (~12y)
ARK Invest — Cathie Wood
Disruptive-innovation equities — ARKK flagship plus thematic sister ETFs
Record format: Daily NAV, SEC-regulated ETF, all trades disclosed next day · Signature year: ARKK +152.5% in 2020
The most transparent large active record in the catalogue — a regulated ETF with daily NAV and next-day trade disclosure — and the clearest case study in how the same record tells opposite stories depending on the window you cut.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Acadian Asset Management
$84.2B of US-listed long positions across 1,980 positions, plus 4 disclosed short positions in Germany and Norway
13F book (Q2 2026): $84.2B across 1,980 positions · Top position: Apple — 5.5% of the 13F book
$84.2B of US-listed longs across 1,980 positions, 304 new positions and 325 exits against the prior quarter — and 4 disclosed short positions in Germany and Norway, the largest TAG Immobilien AG at 1.00%.
- B+ SEC EDGAR (13F-HR) + European short registers Founded 1998; this 13F series under AQR Capital Management LLC
AQR Capital Management
$287B of US-listed long positions across 3,848 positions, plus 24 disclosed short positions in Norway and Germany
13F book (Q2 2026): $287B across 3,848 positions · Top position: Nvidia — 2.6% of the 13F book
$287B of US-listed longs across 3,848 positions, 248 new positions and 91 exits against the prior quarter — and 24 disclosed short positions in Norway and Germany, the largest Borr Drilling at 1.99%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Arrowstreet Capital
$225B of US-listed long positions across 1,878 positions, plus 22 disclosed short positions in Germany and Norway
13F book (Q2 2026): $225B across 1,878 positions · Top position: Alphabet — 4.6% of the 13F book
$225B of US-listed longs across 1,878 positions, 379 new positions and 302 exits against the prior quarter — and 22 disclosed short positions in Germany and Norway, the largest Quantum Computing Inc at 5.39%.
- B+ SEC EDGAR (13F-HR) Pershing Square founded 2004; 13F series continuous, since Q2 2026 filed under the restructured Pershing Square Inc.
Bill Ackman — Pershing Square
Concentrated US large caps — typically 8–15 positions
13F book (Q2 2026): $19.5B across 14 positions · Top position: Uber — 12.7% of the 13F book
Fourteen positions, nineteen and a half billion dollars — the most concentrated large book in the catalogue, now filed under the restructured Pershing Square Inc., with the listed PSH fund as the record's verifiable daily layer.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Bronte Capital
$888M of US-listed long positions across 54 positions, plus 22 disclosed short positions in Germany
13F book (Q2 2026): $888M across 54 positions · Top position: Alphabet — 12.3% of the 13F book
$888M of US-listed longs across 54 positions, 14 new positions and 9 exits against the prior quarter — and 22 disclosed short positions in Germany, the largest Immunic Inc at 1.37%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Capital Fund Management (CFM)
$14.0B of US-listed long positions across 945 positions, plus 27 disclosed short positions in Germany and Norway
13F book (Q2 2026): $14.0B across 945 positions · Top position: Amazon — 1.9% of the 13F book
$14.0B of US-listed longs across 945 positions, 284 new positions and 172 exits against the prior quarter — and 27 disclosed short positions in Germany and Norway, the largest TAG Immobilien AG at 1.84%.
- B+ SEC EDGAR (13F-HR) Activist campaigns since the TWA takeover in 1985; Icahn Enterprises as the listed vehicle since 1987; this 13F series under Icahn's personal CIK
Carl Icahn — Icahn Capital
US equities around his own listed vehicle — 12 issuers, with Icahn Enterprises LP itself at 54% and the CVR energy complex at roughly 29%
13F book (Q2 2026): $8.3B across 12 positions · Top position: Icahn Enterprises LP — 54.0% of the 13F book
The original activist's filing is mostly a mirror: 54% of the $8.3B book is Icahn Enterprises itself, another 29% the CVR energy complex he controls — the campaigns live in the remaining slice.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Centiva Capital
$3.0B of US-listed long positions across 1,325 positions, plus 3 disclosed short positions in Germany
13F book (Q2 2026): $3.0B across 1,325 positions · Top position: Nvidia — 13.2% of the 13F book
$3.0B of US-listed longs across 1,325 positions, 543 new positions and 438 exits against the prior quarter — and 3 disclosed short positions in Germany, the largest Strategy Inc at 1.98%.
- B+ SEC EDGAR (13F-HR) + European short registers Founded 1990; this 13F series under Citadel Advisors LLC
Citadel Advisors
$174B of US-listed long positions across 6,102 positions, plus 32 disclosed short positions in Germany and Norway
13F book (Q2 2026): $174B across 6,102 positions · Top position: iShares S&P 500 ETF — 7.6% of the 13F book
$174B of US-listed longs across 6,102 positions, 1,546 new positions and 1,257 exits against the prior quarter — and 32 disclosed short positions in Germany and Norway, the largest SMA Solar Technology AG at 1.51%.
- B+ SEC EDGAR (13F-HR) + European short registers Founded 1988; this 13F series under D. E. Shaw & Co., Inc.
D. E. Shaw
$162B of US-listed long positions across 3,220 positions, plus 13 disclosed short positions in Germany and Norway
13F book (Q2 2026): $162B across 3,220 positions · Top position: SPDR S&P 500 ETF — 6.5% of the 13F book
$162B of US-listed longs across 3,220 positions, 531 new positions and 302 exits against the prior quarter — and 13 disclosed short positions in Germany and Norway, the largest Redcare Pharmacy N.V. at 2.19%.
- B+ SEC EDGAR (13F-HR) Appaloosa founded 1993; current 13F series under Appaloosa LP since 2016
David Tepper — Appaloosa
US equities with a distressed-and-macro heritage — 25 positions, led by the mega-cap complex and China exposure
13F book (Q2 2026): $7.5B across 25 positions · Top position: Amazon — 16.0% of the 13F book
Twenty-five positions behind one of the most market-moving voices in US investing — a book that concentrates where the macro case is loudest, currently led by Amazon at 16.0%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Eleva Capital
$113M of US-listed long positions across 26 positions, plus 4 disclosed short positions in Germany and Norway
13F book (Q3 2026): $113M across 26 positions · Top position: Amazon — 14% of the 13F book
$113M of US-listed longs across 26 positions, 19 new positions and 17 exits against the prior quarter — and 4 disclosed short positions in Germany and Norway, the largest Aroundtown SA at 0.82%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
ExodusPoint Capital
$10.8B of US-listed long positions across 1,402 positions, plus 3 disclosed short positions in Germany
13F book (Q2 2026): $10.8B across 1,402 positions · Top position: Amazon — 6.1% of the 13F book
$10.8B of US-listed longs across 1,402 positions, 681 new positions and 631 exits against the prior quarter — and 3 disclosed short positions in Germany, the largest K+S Aktiengesellschaft at 0.70%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
GSA Capital Partners
$1.6B of US-listed long positions across 1,691 positions, plus 8 disclosed short positions in Germany and Norway
13F book (Q2 2026): $1.6B across 1,691 positions · Top position: Vanguard Short-Term Corporate Bond ETF — 2.3% of the 13F book
$1.6B of US-listed longs across 1,691 positions, 603 new positions and 575 exits against the prior quarter — and 8 disclosed short positions in Germany and Norway, the largest HEXAGON COMPOSITES at 0.99%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Jupiter Asset Management
$20.2B of US-listed long positions across 536 positions, plus 6 disclosed short positions in Germany and Norway
13F book (Q2 2026): $20.2B across 536 positions · Top position: Alphabet — 4.2% of the 13F book
$20.2B of US-listed longs across 536 positions, 166 new positions and 110 exits against the prior quarter — and 6 disclosed short positions in Germany and Norway, the largest BIGBEARAI HOLDINGS INC at 2.10%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
LMR Partners
$13.6B of US-listed long positions across 1,058 positions, plus 5 disclosed short positions in Germany
13F book (Q2 2026): $13.6B across 1,058 positions · Top position: iShares Core S&P 500 ETF — 10.5% of the 13F book
$13.6B of US-listed longs across 1,058 positions, 367 new positions and 259 exits against the prior quarter — and 5 disclosed short positions in Germany, the largest TONIES SE at 1.49%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Man Group
$54.6B of US-listed long positions across 1,950 positions, plus 7 disclosed short positions in Germany
13F book (Q2 2026): $54.6B across 1,950 positions · Top position: Nvidia — 4% of the 13F book
$54.6B of US-listed longs across 1,950 positions, 275 new positions and 325 exits against the prior quarter — and 7 disclosed short positions in Germany, the largest ElringKlinger AG at 1.08%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Mangrove Partners
$1.5B of US-listed long positions across 403 positions, plus 3 disclosed short positions in Germany
13F book (Q2 2026): $1.5B across 403 positions · Top position: Indivior — 7.2% of the 13F book
$1.5B of US-listed longs across 403 positions, 188 new positions and 193 exits against the prior quarter — and 3 disclosed short positions in Germany, the largest Iperionx Ltd at 1.06%.
- B+ SEC EDGAR (13F-HR) + European short registers Founded 1997; this 13F series under Marshall Wace, LLP
Marshall Wace
$119B of US-listed long positions across 2,667 positions, plus 22 disclosed short positions in Germany and Norway
13F book (Q2 2026): $119B across 2,667 positions · Top position: iShares S&P 500 ETF — 25.2% of the 13F book
$119B of US-listed longs across 2,667 positions, 651 new positions and 621 exits against the prior quarter — and 22 disclosed short positions in Germany and Norway, the largest HelloFresh SE at 2.30%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Millennium Management
$148B of US-listed long positions across 3,626 positions, plus 9 disclosed short positions in Germany
13F book (Q2 2026): $148B across 3,626 positions · Top position: iShares Core S&P 500 ETF — 7.3% of the 13F book
$148B of US-listed longs across 3,626 positions, 512 new positions and 561 exits against the prior quarter — and 9 disclosed short positions in Germany, the largest SAF-HOLLAND SE at 0.94%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
PDT Partners
$1.9B of US-listed long positions across 489 positions, plus 13 disclosed short positions in Germany and Norway
13F book (Q2 2026): $1.9B across 489 positions · Top position: Stellantis — 1.8% of the 13F book
$1.9B of US-listed longs across 489 positions, 104 new positions and 142 exits against the prior quarter — and 13 disclosed short positions in Germany and Norway, the largest Hertz Global Holdings, at 1.74%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Pertento Partners
$1.4B of US-listed long positions across 14 positions, plus 3 disclosed short positions in Germany and Norway
13F book (Q2 2026): $1.4B across 14 positions · Top position: US Foods — 15.8% of the 13F book
$1.4B of US-listed longs across 14 positions, 1 new position and 2 exits against the prior quarter — and 3 disclosed short positions in Germany and Norway, the largest FUCHS SE at 1.10%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Point72
$65.4B of US-listed long positions across 1,933 positions, plus 4 disclosed short positions in Germany
13F book (Q2 2026): $65.4B across 1,933 positions · Top position: Credo Technology — 2.6% of the 13F book
$65.4B of US-listed longs across 1,933 positions, 628 new positions and 614 exits against the prior quarter — and 4 disclosed short positions in Germany, the largest MTU Aero Engines AG at 0.91%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Quadrature Capital
$11.7B of US-listed long positions across 1,542 positions, plus 25 disclosed short positions in Germany
13F book (Q2 2026): $11.7B across 1,542 positions · Top position: Advanced Micro Devices — 3.8% of the 13F book
$11.7B of US-listed longs across 1,542 positions, 859 new positions and 628 exits against the prior quarter — and 25 disclosed short positions in Germany, the largest Shindengen Electric Manufacturing Co. Ltd. at 2.09%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Qube Research & Technologies
$90.0B of US-listed long positions across 2,580 positions, plus 4 disclosed short positions in Germany
13F book (Q2 2026): $90.0B across 2,580 positions · Top position: Amazon — 1.2% of the 13F book
$90.0B of US-listed longs across 2,580 positions, 737 new positions and 784 exits against the prior quarter — and 4 disclosed short positions in Germany, the largest Ashford Hospitality Trust Inc at 0.59%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
SIH Partners
$2.4B of US-listed long positions across 284 positions, plus 4 disclosed short positions in Germany
13F book (Q2 2026): $2.4B across 284 positions · Top position: Alphabet — 6.9% of the 13F book
$2.4B of US-listed longs across 284 positions, 144 new positions and 116 exits against the prior quarter — and 4 disclosed short positions in Germany, the largest HelloFresh SE at 1.17%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Squarepoint Capital
$51.5B of US-listed long positions across 2,687 positions, plus 20 disclosed short positions in Germany
13F book (Q2 2026): $51.5B across 2,687 positions · Top position: iShares S&P 500 ETF — 11.6% of the 13F book
$51.5B of US-listed longs across 2,687 positions, 657 new positions and 563 exits against the prior quarter — and 20 disclosed short positions in Germany, the largest ContextLogic Inc at 1.27%.
- B+ SEC EDGAR (13F-HR) Duquesne Family Office 13F series since 2011; Duquesne Capital before that (1981–2010)
Stanley Druckenmiller — Duquesne Family Office
US equities across the macro view — 85 positions in the latest book, rotated hard every quarter
13F book (Q2 2026): $4.4B across 85 positions · Top position: Natera — 19.9% of the 13F book
Eighty-five positions turned over hard every quarter — the filing reads less like a portfolio and more like a running macro diary, which is exactly why it is one of the most-watched 13Fs on EDGAR.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Tudor Investment
$24.2B of US-listed long positions across 1,667 positions, plus 3 disclosed short positions in Germany
13F book (Q2 2026): $24.2B across 1,667 positions · Top position: iShares Core S&P 500 ETF — 5% of the 13F book
$24.2B of US-listed longs across 1,667 positions, 558 new positions and 530 exits against the prior quarter — and 3 disclosed short positions in Germany, the largest DEUTZ Aktiengesellschaft at 0.80%.
- B+ SEC EDGAR (13F-HR) + European short registers Founded 2001; this 13F series under Two Sigma Investments, LP
Two Sigma
$133B of US-listed long positions across 3,818 positions, plus 15 disclosed short positions in Germany and Norway
13F book (Q2 2026): $133B across 3,818 positions · Top position: Western Digital — 1.2% of the 13F book
$133B of US-listed longs across 3,818 positions, 597 new positions and 377 exits against the prior quarter — and 15 disclosed short positions in Germany and Norway, the largest Vonovia SE at 1.10%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Voleon Capital
$5.5B of US-listed long positions across 761 positions, plus 6 disclosed short positions in Germany and Norway
13F book (Q2 2026): $5.5B across 761 positions · Top position: Nvidia — 5.4% of the 13F book
$5.5B of US-listed longs across 761 positions, 176 new positions and 195 exits against the prior quarter — and 6 disclosed short positions in Germany and Norway, the largest B&M EUROPEAN VALUE RETAIL S.A. at 0.79%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Walleye Capital
$21.1B of US-listed long positions across 1,857 positions, plus 14 disclosed short positions in Germany
13F book (Q2 2026): $21.1B across 1,857 positions · Top position: iShares S&P 500 ETF — 22.6% of the 13F book
$21.1B of US-listed longs across 1,857 positions, 510 new positions and 367 exits against the prior quarter — and 14 disclosed short positions in Germany, the largest Trio-Tech International at 1.53%.
- B+ SEC EDGAR (13F-HR) + European short registers Public record via SEC EDGAR (13F) and European short registers
Winton
$3.1B of US-listed long positions across 1,136 positions, plus 4 disclosed short positions in Germany
13F book (Q2 2026): $3.1B across 1,136 positions · Top position: Berkshire Hathaway — 5.8% of the 13F book
$3.1B of US-listed longs across 1,136 positions, 494 new positions and 437 exits against the prior quarter — and 4 disclosed short positions in Germany, the largest Ibstock PLC at 0.92%.
- B SEC EDGAR (13F-HR) Elliott founded 1977 by Paul Singer; this 13F series under Elliott Investment Management L.P.
Elliott Investment Management — Paul Singer
US-listed slice of a global multi-strategy book — 17 issuers led by Triple Flag Precious Metals (27.9%) and Phillips 66 (22.8%), with a large puts overlay
13F equity book (Q2 2026): $14.3B across 17 positions · Options overlay (same filing): $8.3B in puts vs $0.07B in calls (notional of the underlying)
The visible slice of the market's most-watched activist: $14.3B across 17 US names — a gold streamer on top at 27.9%, the Phillips 66 campaign at 22.8% — hedged by an $8.3B puts overlay.
Analysts & strategists
Public, datable calls without a computed track record. We grade the format honestly — and score the headline calls one by one in the Famous Calls Record.
- C CL 41 · Mixed Wedbush Securities (sell-side research & media calls) covering technology on the sell side since the 1990s; at Wedbush since 2018
Dan Ives — Wedbush Securities
US technology — Tesla, Apple, Microsoft, Palantir, the AI complex
Record format: Dated public price targets + rating changes; aggregator-tracked, no composite record · Signature position: Most prominent Tesla and AI-complex bull in US financial media
The loudest tech bull on the sell side. Every target is public and datable — and like all analyst records, the sum of them is unscored. The Famous Calls Record takes them one at a time.
- C CL 37 · Mixed Fundstrat Global Advisors (public research & media calls) Fundstrat founded 2014; JPMorgan chief equity strategist before that
Tom Lee — Fundstrat / FSInsight
US equities — S&P 500 index targets, plus bitcoin and thematic calls
Record format: Dated public index targets + media appearances; no composite track record · Reputation base: Among the most bullish — and most often right — S&P strategists of the 2023–2025 bull run
The best-known bull of the post-2022 cycle. His S&P targets are public and datable — which makes them gradable call by call, even though no composite track record exists.
50 records on file · updated 2026-10-24 · machine-readable twin: /records/index.json