/ SEC EDGAR & STOCK ACT · ULTRA-SCANNABLE FEED
Institutional 13F, Activist 13D/13G, Congress & Form 4
8.4% stake
2026-10-21
▾
Disclosed 8.4% activist stake ($1.3B) seeking RF/AI edge board representation and capital return.
Chart SWKS ›
Fund ›
SEC EDGAR ↗
5.2% stake
2026-10-19
▾
Amended 13D stake to 5.2% backing Agentforce AI margin expansion and operating discipline.
Chart CRM ›
Fund ›
SEC EDGAR ↗
6.8% stake
2026-10-17
▾
Passive >5% Schedule 13G ownership (6.8% of Class A shares) following GPU cluster expansion.
Chart NBIS ›
Fund ›
SEC EDGAR ↗
5.9% stake
2026-10-15
▾
New 5.9% Schedule 13D activist stake targeting brand turnaround and margin restructuring.
Chart KVUE ›
Fund ›
SEC EDGAR ↗
Q 2026-09-30
2026-10-18
▾
Added CORZ, VST, CEG & MU; top AI power & neocloud concentration (25 positions)
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-09-30
2026-10-16
▾
Initiated COHR & NBIS; increased Natera (NTRA) and Woodward (WWD) in Q3 13F-HR
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-09-30
2026-10-15
▾
Boosted ALAB (+34%), ANET, TSM & META; trimmed legacy SaaS exposure
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-09-30
2026-10-14
▾
Added +18% to Brookfield (BN) and Uber (UBER); concentrated 9-stock book
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-06-30
2026-08-14
▾
46 position changes · 51 total holdings
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-06-30
2026-08-14
▾
21 position changes · 40 total holdings
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-06-30
2026-08-14
▾
181 position changes · 190 total holdings
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-06-30
2026-07-31
▾
25 position changes · 130 total holdings
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-06-30
2026-08-13
▾
41 position changes · 81 total holdings
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
Q 2026-06-30
2026-08-14
▾
15 position changes · 30 total holdings
Top 25 Holdings ›
Copy / Analyze ›
SEC 13F ↗
$1,001 – $15,000
2026-10-22
▾
Taiwan Semiconductor Manufacturing Company Ltd. · Trade Date: 2026-10-09
Chart TSM ›
All Congress ›
PTR PDF ↗
$1,001 – $15,000
2026-10-22
▾
NVIDIA Corporation · Trade Date: 2026-10-01
Chart NVDA ›
All Congress ›
PTR PDF ↗
$1,000,001 - $5,000,000
2026-10-20
▾
NVIDIA Corporation — Call Options / Common · Trade Date: 2026-10-14
Chart NVDA ›
All Congress ›
PTR PDF ↗
$50,001 - $100,000
2026-10-19
▾
Microsoft Corporation · Trade Date: 2026-10-15
Chart MSFT ›
All Congress ›
PTR PDF ↗
$15,001 - $50,000
2026-10-18
▾
Palantir Technologies Inc. · Trade Date: 2026-10-12
Chart PLTR ›
All Congress ›
PTR PDF ↗
$100,001 - $250,000
2026-10-17
▾
Broadcom Inc. · Trade Date: 2026-10-10
Chart AVGO ›
All Congress ›
PTR PDF ↗
SEC EDGAR & STOCK Act disclosures. Delayed; research only.
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Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Coteau 0.9 · Oct 21, 2026