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Outfox Radar · Evidence v2

On the Radar

Follow the conviction: who expanded their position, how much it matters to their reported portfolio, and who went the other way.

What puts a stock here?
01

GOOG / GOOGL

Alphabet Inc.

4 active managers raised meaningful reported exposure.

  • Daniel Loeb · Third Point: 2.4% → 7.9% of reported long-share value; shares +485.7% (Class A).
  • Berkshire Hathaway: 5.9% → 9.4% of reported long-share value; shares +45.2% (Class A).
  • Chris Hohn · TCI: 5.6% → 6.7% of reported long-share value; shares +12.3% (Class C).
Expanding managers
4
Buying / selling filers
2 / 4
Holdings quarter
Q2 2026
Fund convergenceWhy it qualifies

Quarterly reported holdings changes—not live purchases. Selling and reductions are included in the evidence.

02

INTC

INTEL CORP

2 active managers raised meaningful reported exposure.

  • Coatue: not reported → 3.5% of reported long-share value; newly reported positive position.
  • Tiger Global: 0.3% → 2.5% of reported long-share value; shares +159.5%.
Expanding managers
2
Buying / selling filers
0 / 0
Holdings quarter
Q2 2026
Fund convergenceWhy it qualifies

Quarterly reported holdings changes—not live purchases. Selling and reductions are included in the evidence.

03

HUT

Hut 8

2 active managers raised meaningful reported exposure.

  • Coatue: not reported → 2.3% of reported long-share value; newly reported positive position.
  • Daniel Loeb · Third Point: 2.0% → 3.3% of reported long-share value; shares +51.2%.
Expanding managers
2
Buying / selling filers
0 / 0
Holdings quarter
Q2 2026
Fund convergenceWhy it qualifies

Quarterly reported holdings changes—not live purchases. Selling and reductions are included in the evidence.

04

CBRS

Cerebras Systems

3 active managers newly reported substantial positions.

  • Brad Gerstner · Altimeter: not reported → 16.2% of reported long-share value; newly reported positive position.
  • Coatue: not reported → 3.2% of reported long-share value; newly reported positive position.
  • Tiger Global: not reported → 2.8% of reported long-share value; newly reported positive position.
Expanding managers
3
Buying / selling filers
0 / 0
Holdings quarter
Q2 2026
New reported exposureWhy it qualifies

First reporting can follow an IPO or reporting change—not necessarily new buying. Selling and reductions are included in the evidence.

05

SPCX

SPACE EXPLORATION TECHNOLOGIES CORP

2 active managers newly reported substantial positions.

  • Coatue: not reported → 6.5% of reported long-share value; newly reported positive position.
  • Brad Gerstner · Altimeter: not reported → 3.1% of reported long-share value; newly reported positive position.
Expanding managers
2
Buying / selling filers
1 / 1
Holdings quarter
Q2 2026
New reported exposureWhy it qualifies

First reporting can follow an IPO or reporting change—not necessarily new buying. Selling and reductions are included in the evidence.

Divided signals. Inspect both sides.

Substantial reported expansions, but enough meaningful reductions to prevent a clear accumulation label. These are separate from the qualifying shortlist above.

META

2 expanding manager groups; 3 meaningfully reducing. A divided pattern.

  • Renaissance Technologies: 0.2% → 1.6% of reported long-share value; shares +698.5%.
  • David Tepper · Appaloosa: 4.2% → 5.1% of reported long-share value; shares +54.6%.
Inspect expansions and reductions →

MU

2 expanding manager groups; 3 meaningfully reducing. A divided pattern.

  • Coatue: 0.2% → 7.5% of reported long-share value; shares +1793.7%.
  • Brad Gerstner · Altimeter: not reported → 2.5% of reported long-share value; newly reported positive position.
Inspect expansions and reductions →
5 qualifying companies · Four source feeds evaluated · Different source clocks stay visible

The evidence behind this scan

3,023 House records · 555 Senate records · 3,090 insider purchase/sale rows · 292,522 institutional position rows.

3,502 distinct fund securities screened across 9 active managers with comparable quarters. Insider and congressional conviction uses transaction dates 2026-08-10–2026-11-07; fund evidence uses separately labeled quarter-end positions. Missing coverage does not become a zero or a positive signal.

As of 2026-11-07. These are research candidates, not demonstrated return forecasts or trade recommendations. No fixed number of names is required.