/ MARKET SCANNERS & EVENT DESKS · PUBLIC DESCRIPTIVE DATA

⚡ 13F / 13D / 13G & Congress Filing Alerts

Live institutional 13F-HR quarterly top buys, Schedule 13D/13G (>5% activist & passive stakes), and Congressional STOCK Act PTR trades — auto-synced to Fund pages, Top 25 Holdings, Copy Funds, and Congress.

← Top Movers All 5 Desks

/ CROSS-ASSET PULSE 10Y Yield 4.21% -3 bps VIX 16.40 -4.2% DXY 103.85 -0.28% HYG Credit $79.42 +0.34% Gold $2,748 +0.62% BTC $68,420 +3.10%

DESK BASKETS Momentum vs Quality: +2.8% Spread (Risk-On) Mega-Cap (QQQ) vs Equal-Wt (RSP): +0.9% QQQ (Risk-On) Squeeze vs HF VIP Basket: +4.1% Squeeze (Risk-On) Gap Matrix (Go vs Fade): 68% Gap & Go (Risk-On)

/ ⚡ HIGH-ATTENTION FILING ALERTS · AUTO-SYNCED TO FUNDS, COPY PORTFOLIOS & CONGRESS

13F-HR Top Buys, SC 13D / 13G (>5% Stakes) & Congressional PTR Trades

Every new filing automatically updates the Fund page, Top 25 Holdings, Copy/Analyze templates, and Congress disclosures with direct SEC EDGAR & House Clerk links.

13F / 13D Fund Moves › Copy Funds Top 25 › Congress Trades ›

⚡ Schedule 13D / 13G Activist & >5% Institutional Ownership Alerts

SWKS ⚡ SC 13D · 8.4% STAKE

Filed 2026-10-21

Elliott Investment Management → Skyworks Solutions

Disclosed 8.4% activist stake ($1.3B) seeking RF/AI edge board representation and capital return.

Trade / Chart SWKS › Fund Page › SEC EDGAR Filing ↗

CRM ⚡ SC 13D/A · 5.2% STAKE

Filed 2026-10-19

ValueAct Capital → Salesforce Inc

Amended 13D stake to 5.2% backing Agentforce AI margin expansion and operating discipline.

Trade / Chart CRM › Fund Page › SEC EDGAR Filing ↗

NBIS ⚡ SC 13G · 6.8% STAKE

Filed 2026-10-17

Tiger Global Management → Nebius Group N.V.

Passive >5% Schedule 13G ownership (6.8% of Class A shares) following GPU cluster expansion.

Trade / Chart NBIS › Fund Page › SEC EDGAR Filing ↗

KVUE ⚡ SC 13D · 5.9% STAKE

Filed 2026-10-15

Starboard Value LP → Kenvue Inc

New 5.9% Schedule 13D activist stake targeting brand turnaround and margin restructuring.

Trade / Chart KVUE › Fund Page › SEC EDGAR Filing ↗

⚡ Latest 13F-HR Hedge Fund Top Buys & Auto-Synced Holdings

Situational Awareness LP ⚡ 13F-HR · NEW + ADDED

Filed 2026-10-18 (Q end 2026-09-30)

Manager: Leopold Aschenbrenner · Top Callout: CORZ (Core Scientific)

Added CORZ, VST, CEG & MU; top AI power & neocloud concentration (25 positions)

CORZ Added · 16.5% VST Added · 14.2% CEG New · 12.8% MU Added · 11.5% NVDA Added · 10.5%

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Duquesne Family Office ⚡ 13F-HR · NEW + ADDED

Filed 2026-10-16 (Q end 2026-09-30)

Manager: Stanley Druckenmiller · Top Callout: COHR (Coherent Corp)

Initiated COHR & NBIS; increased Natera (NTRA) and Woodward (WWD) in Q3 13F-HR

NTRA Added · 15.4% COHR New · 11.8% CPNG Added · 10.2% WWD Added · 8.8% TEVA Added · 8.2%

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Coatue Management ⚡ 13F-HR · ADDED +34%

Filed 2026-10-15 (Q end 2026-09-30)

Manager: Philippe Laffont · Top Callout: ALAB (Astera Labs)

Boosted ALAB (+34%), ANET, TSM & META; trimmed legacy SaaS exposure

META Added · 12.4% TSM Added · 11.2% ALAB Added · 9.4% AMZN Added · 8.9% CEG Added · 7.8%

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Pershing Square ⚡ 13F-HR · ADDED +18%

Filed 2026-10-14 (Q end 2026-09-30)

Manager: Bill Ackman · Top Callout: BN (Brookfield Corp)

Added +18% to Brookfield (BN) and Uber (UBER); concentrated 9-stock book

BN Added · 19.2% UBER Added · 17.5% HLT Trimmed · 16.4% GOOGL Added · 15.2%

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Giverny Capital ⚡ 13F-HR/A · NEW

Filed 2026-08-14 (Q end 2026-06-30)

Manager: François Rochon · Top Callout: NYT (New York Times Co-A-)

46 position changes · 51 total holdings

NYT New MSA New WSO New VEEV New AXP New

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Brave Warrior ⚡ 13F-HR · NEW

Filed 2026-08-14 (Q end 2026-06-30)

Manager: Glenn Greenberg · Top Callout: AJG (Gallagher Arthur J & Co)

21 position changes · 40 total holdings

AJG New SPGI New NU New TXN New ADI New

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

ARK Invest ⚡ 13F-HR · NEW

Filed 2026-08-14 (Q end 2026-06-30)

Manager: Cathie Wood · Top Callout: SPCX (Space Exploration Technologies Corp)

181 position changes · 190 total holdings

SPCX New CBRS New XE New SNOW New GOOGL New

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Markel Group ⚡ 13F-HR · NEW

Filed 2026-07-31 (Q end 2026-06-30)

Manager: Tom Gayner · Top Callout: ZTS (Zoetis Inc)

25 position changes · 130 total holdings

ZTS New NFLX New UFPI New WSO Added FNV Added

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Gardner Russo & Quinn ⚡ 13F-HR · ADDED

Filed 2026-08-13 (Q end 2026-06-30)

Manager: Tom Russo · Top Callout: ERFSF (Eurofins Scientific)

41 position changes · 81 total holdings

ERFSF Added DASH Added AKBLF Added DELHF Added CABJF Added

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

Fairfax Financial ⚡ 13F-HR · NEW

Filed 2026-08-14 (Q end 2026-06-30)

Manager: Prem Watsa · Top Callout: ORLA (Orla Mining Ltd)

15 position changes · 30 total holdings

ORLA New EGO New KSPI New RCI New DPZ New

Open Fund & Top 25 › Copy / Analyze › SEC 13F-HR ↗

⚡ Congressional STOCK Act PTR Disclosures (House & Senate)

TSM ⚡ CONGRESS BUY · $1,001 – $15,000

Filed 2026-10-22

Cleo Fields (D–LA · House) — Taiwan Semiconductor Manufacturing Company Ltd.

Trade date: 2026-10-09 Open TSM Chart › All Congress Trades › Official PTR PDF ↗

NVDA ⚡ CONGRESS BUY · $1,001 – $15,000

Filed 2026-10-22

Cleo Fields (D–LA · House) — NVIDIA Corporation

Trade date: 2026-10-01 Open NVDA Chart › All Congress Trades › Official PTR PDF ↗

NVDA ⚡ CONGRESS BUY · $1,000,001 - $5,000,000

Filed 2026-10-20

Nancy Pelosi (D–CA · House) — NVIDIA Corporation — Call Options / Common

Trade date: 2026-10-14 Open NVDA Chart › All Congress Trades › Official PTR PDF ↗

MSFT ⚡ CONGRESS BUY · $50,001 - $100,000

Filed 2026-10-19

josh Gottheimer (D–NJ · House) — Microsoft Corporation

Trade date: 2026-10-15 Open MSFT Chart › All Congress Trades › Official PTR PDF ↗

PLTR ⚡ CONGRESS BUY · $15,001 - $50,000

Filed 2026-10-18

Marjorie Taylor Greene (R–GA · House) — Palantir Technologies Inc.

Trade date: 2026-10-12 Open PLTR Chart › All Congress Trades › Official PTR PDF ↗

AVGO ⚡ CONGRESS BUY · $100,001 - $250,000

Filed 2026-10-17

Michael McCaul (R–TX · House) — Broadcom Inc.

Trade date: 2026-10-10 Open AVGO Chart › All Congress Trades › Official PTR PDF ↗

IMPORTANT TRADING, SIGNAL & DATA DISCLOSURES — READ BEFORE ACTING:

1. Not Investment Advice; Publisher Exclusion (15 U.S.C. § 80b-2(a)(11)(D)): Coteau Systematic Strategies is an independent financial research and market-data publication. Nothing on this page or site constitutes personalized investment, legal, tax, or brokerage advice, nor an offer, solicitation, or recommendation to buy, sell, or hold any security. All scanner tables, sub-sector baskets, S&P/Nasdaq index rebalance notes, Nasdaq Rule 5550(a)(2) / NYSE Section 802.01C minimum-bid deficiency counts, Webull OTC tradeability flags, and SEC Form 4 / 13F / 13D / 13G / Congressional PTR summaries are impersonal, descriptive market statistics of general and regular circulation.

2. Market Data, Filings & Signals May Be Delayed, Incomplete, or Inaccurate: Quotes, volume, float, short-interest, SEC EDGAR filings, House/Senate disclosures, and broker tradeability statuses are aggregated from third-party feeds on an "AS IS" and "AS AVAILABLE" basis without warranty of any kind. Public quotes are delayed at least 15 minutes.

3. Substantial Risk of Loss & OTC / Sub-$1.00 Volatility: Trading equities, momentum movers, low-float squeezes, OTC securities, and sub-$1.00 issuers involves a high degree of risk and can result in the rapid and complete loss of invested capital. Past performance and backtested or hypothetical results never guarantee future results. Always verify primary filings at SEC EDGAR and your executing broker before trading.

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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

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Coteau 0.9 · Oct 21, 2026

⚡ 13F / 13D / 13G & Congress Filing Alerts

13F-HR Top Buys, SC 13D / 13G (>5% Stakes) & Congressional PTR Trades

⚡ Schedule 13D / 13G Activist & >5% Institutional Ownership Alerts

⚡ Latest 13F-HR Hedge Fund Top Buys & Auto-Synced Holdings

⚡ Congressional STOCK Act PTR Disclosures (House & Senate)

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