Berkshire Hathaway
Largest holdings, share of reported value
Since January to March 2026: 1 new, 1 sold out, 7 added to, 6 cut.
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See what the big funds filed, what insiders traded and what the news said, before you decide.
Lumen reads the filings, the news and the money flows, and shows you what they say. Every number names its source and its date.
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- Sources named
- Data dated
- Never trades for you
Tiger Global
Largest holdings, share of reported value
Since January to March 2026: 9 new, 17 sold out, 6 added to, 20 cut.
Coatue Management
Largest holdings, share of reported value
Since January to March 2026: 9 new, 5 sold out, 9 added to, 19 cut.
Appaloosa
Largest holdings, share of reported value
Since January to March 2026: 8 new, 12 sold out, 11 added to, 5 cut.
The problem
Two screens. Ten tabs. Still no clear answer.
The market moves on things one person has no time to watch: what large funds file, what company insiders buy and sell, the headline and the chain of effects behind it.
Most apps give you more noise, or one confident number with nothing behind it. Lumen reads the evidence for you and shows its working.
- Fund filings
- Insider trades
- Headlines
- Knock-on effects
- Your own goal
Many sources in. One clear view out.
Lumen reads each live source every day, checks it and dates it. The rest are built and switch on as their data licences arrive. Moving gold lines are live for testers today. Still, grey dashed lines are switching on.
- LiveFund filingsWhat large funds hold, from their SEC 13F filings, each dated.
- LiveYour goalYour target, your date and the risk you can live with.
- Switching onInsider tradesWhat company insiders buy and sell, from their own SEC filings.
- Switching onNews and knock-on effectsOil up, then airfares up, then inflation up.
Lumen
Reads · Checks · Dates · Joins
What you see
- Whether your goal is within reachLive
- Source and age on every lineLive
A diagram of how Lumen works. It holds no data.
Real filings, read and dated.
This is the depth Lumen works from. Below are the latest public filings of large funds, straight from the SEC, with what changed since the quarter before. Pick a fund.
- 18large funds on recordfrom their own quarterly filings
- 70quarterly fund filings readSEC Form 13F, up to four quarters each
- 8,190different securitiesin their latest filings
- $1.8Tof holdings, as reportedacross those latest filings
Berkshire Hathaway
Form 13F for April to June 2026, filed 14 Aug 2026. 29 holdings. Open the filing on sec.gov
| Holding | Share of reported value | Since January to March 2026 |
|---|---|---|
| AAPLApple Inc | 22.0% | Same |
| AXPAmerican Express Co | 17.1% | Same |
| KOCoca Cola Co | 10.9% | Same |
| GOOGAlphabet Inc | 9.4% | Added |
| BACBank Of Amer Corp | 9.2% | Cut |
| CVXChevron Corporation | 4.7% | Same |
| OccidentalOccidental Pete Corp | 4.3% | Same |
| CBChubb Limited | 3.9% | Same |
| MCOMoodys Corp | 3.7% | Same |
| GOOGAlphabet Inc | 3.2% | Added |
Tiger Global
Form 13F for April to June 2026, filed 14 Aug 2026. 46 holdings. Open the filing on sec.gov
| Holding | Share of reported value | Since January to March 2026 |
|---|---|---|
| TSMTaiwan Semiconductor Manufac | 9.7% | Cut |
| AMZNAmazon Com Inc | 9.6% | Cut |
| NVDANvidia Corporation | 9.3% | Cut |
| GOOGAlphabet Inc | 8.7% | Cut |
| METAMeta Platforms Inc | 6.6% | Cut |
| LRCXLam Research Corp | 5.7% | Cut |
| SESea Ltd | 5.0% | Cut |
| AppliedApplied Matls Inc | 4.9% | Cut |
| GEVGe Vernova Inc | 3.9% | Cut |
| MSFTMicrosoft Corp | 3.5% | Cut |
Coatue Management
Form 13F for April to June 2026, filed 14 Aug 2026. 66 holdings. Open the filing on sec.gov
| Holding | Share of reported value | Since January to March 2026 |
|---|---|---|
| TSMTaiwan Semiconductor Manufac | 8.8% | Cut |
| LRCXLam Research Corp | 8.4% | Cut |
| MUMicron Technology Inc | 7.5% | Added |
| SPCXSpace Exploration Techn Corp | 6.5% | New |
| AppliedApplied Matls Inc | 6.3% | Cut |
| GEVGe Vernova Inc | 6.2% | Same |
| AMZNAmazon Com Inc | 5.8% | Added |
| AVGOBroadcom Inc | 4.5% | Added |
| ETNEaton Corp PLC | 4.4% | Added |
| GOOGAlphabet Inc | 3.6% | Added |
Appaloosa
Form 13F for April to June 2026, filed 14 Aug 2026. 27 holdings. Open the filing on sec.gov
| Holding | Share of reported value | Since January to March 2026 |
|---|---|---|
| AMZNAmazon Com Inc | 15.4% | Added |
| MUMicron Technology Inc | 14.6% | Cut |
| TSMTaiwan Semiconductor Manufac | 10.2% | Added |
| GOOGAlphabet Inc | 8.5% | Added |
| UBERUber Technologies Inc | 7.2% | Added |
| GSGIshares Inc | 6.3% | Added |
| METAMeta Platforms Inc | 4.9% | Added |
| VSTVistra Corp | 4.5% | Added |
| NVDANvidia Corporation | 3.9% | Added |
| NRGNrg Energy Inc | 3.3% | Added |
Source: each fund's Form 13F-HR as filed with the US Securities and Exchange Commission (SEC EDGAR). Newest filing read: 2 Sep 2026. Every fund fetched from the SEC on or after 25 Oct 2026. Funds file up to 45 days after a quarter ends, so holdings may have changed since. Shown as an example of what Lumen reads. Not a recommendation. These funds have no connection to Lumen.
Built for people who decide for themselves.
You already have a broker. What you lack is time to read everything that moves your investments. That is Lumen's job.
You invest every month
"Will I actually get there?"
Enter your target, your date and how much risk you can take. Lumen tells you if the goal is within reach. If it is not, it shows you the gap, plainly.
Live for testers
You hold for days to months
"Is this real, or just noise?"
See what large funds actually filed, and soon what insiders trade and how news ripples through. Each line names its source, so hype has nowhere to hide.
Fund filings live · insiders and news switching on
You manage a large book yourself
"What changed since last quarter?"
See what each large fund added, cut and sold out since the quarter before. Each line names its filing.
Live for testers
Not for you if you trade by the minute, or want guaranteed returns. Lumen works on daily data and never promises a result.
How to read a Lumen card
Every card is built the same way, so you always know what you are looking at. Point at a part to light it up.
Data you can check, on your terms
Control
You stay in control
Lumen does not hold your money, connect to a broker or place trades. It gives you data and news. The decision is yours.
Time
Built for weeks and years
Lumen works on daily data. It suits people who hold for weeks, months or years, not minutes.
Privacy
Your notes stay on your device
Your holdings, goals and notes are kept on your own device. They travel to Lumen only when a card needs them.
Questions
What is Lumen?
Lumen is an invite-only market data and news app. It reads public filings, market data and your own goals, and shows what they say. Each card shows where its numbers came from and how old they are.
Does Lumen trade for me?
No. Lumen does not hold your money, connect to a broker or place trades. You make the decision and place the trade with your own broker.
Where does Lumen's data come from?
From public filings, such as the 13F holdings that large funds file with the US Securities and Exchange Commission, and from market data. Every card names its source and its age. When there is no data yet, the card says so.
Are the fund figures on this page real?
Yes. They come from each fund's latest Form 13F, as filed with the SEC, and each one links to the filing. Funds file up to 45 days after a quarter ends, so their holdings may have changed since. They are shown as an example of what Lumen reads, not as a recommendation.
Is Lumen financial advice?
No. Lumen shows market data and news. It does not recommend that you buy or sell any investment.
Who is Lumen for?
People who decide for themselves and hold for weeks, months or years. Lumen works on daily data, so it does not suit trading by the minute.
Where are my holdings and notes kept?
On your own device. They travel to Lumen only when a card needs them.
Who builds Lumen?
A banker and digital technologist.
How do I get access?
Request an invite. We invite testers in waves, and your first 60 days are free.
Join one of the first invited waves.
The app is live and free for 60 days for invited testers while we finish it. Some features are still switching on, and screens may change. The people using it now decide what we build next.
We are inviting a small group first, in waves, so everyone invited gets a working app and a reply when they write to us.
Lumen is built by a banker and digital technologist.