Check out my comprehensive 13F / Mutual Fund trackers (alphafiling.com)

[gym97]

https://alphafiling.com/

 

I even scraped Japanese exchange data to see Buffett's foreign holdings and has decent coverage of Canada. 

 

Its free. Only charge is if you want to build long custom watchlists / alerts. 

 

 

 

 

Sequoia Fund (Ruane Cunniff) changes to positions organized by sector

 

 

 

 

[KPO]

14 minutes ago, gym97 said:

https://alphafiling.com/

 

I even scraped Japanese exchange data to see Buffett's foreign holdings and has decent coverage of Canada. 

 

Its free. Only charge is if you want to build long custom watchlists / alerts. 

 

 

 

 

Sequoia Fund (Ruane Cunniff) changes to positions organized by sector

 

 

 

 

Good stuff. I bookmarked it. Thanks for sharing!

[Morgan]

This is very cool to see broad overviews (as long as you know the 13F limitations)!  

[gym97]

Thanks. I have added in additional data since. 

 

Beneficial ownership filings globally (you'll see Berkshire's Japan holdings and Value Act's Japan holdings)

 

Gradually adding mutual fund data one by one of famous funds. 

 

Gradually adding full financials. US was relatively easy to add. Working on Japan and Korea and eventually more Europe/Canada.

 

 

[gym97]

I've improved this significantly by adding financial data. You can now easily layer-on fundamentals when evaluating another manager's portfolio This is Giverny for example. You can then click-through to see the fundamentals of the actual stocks he owns, i.e. full 3 statements for Google, Heico, etc. US Stock data was reasonably easy to extract but I'm slowly going through some companies/industries in categories and enriching the data. Starting with IT Services, Software, and Serial Acquirers. Improvig by the day. 

[gym97]

Supplemental HEICO data

[Morgan]

Nice!