Recipes

Follow a super investor's last quarter

What a fund bought, added to, trimmed and sold in its latest 13F filing, with get_investor.

Tools: get_investor, then get_company for anything unfamiliar · Calls: 2 to 4

Funds managing more than $100 million in U.S. equities file a Form 13F with the SEC each quarter, listing their holdings. get_investor reads those filings for one manager: its holdings, or what changed since the quarter before.

Ask an assistantLink to this section

Using Fundalyze, what did Berkshire Hathaway buy, add to, trim and sell in its latest 13F? Group the changes by kind, largest first, and say which quarter the filing covers.

How the calls goLink to this section

  1. Find the manager. get_investor with query set to a name (Berkshire Hathaway). If several filers match, the answer is a short list of candidates with their CIK numbers; call again with the right CIK as query.
  2. Read the changes. The same tool with view set to changes returns the quarter-over-quarter moves (new positions, additions, reductions and positions sold out, with the change in shares). Leave quarter empty for the latest filing.
  3. Look up anything unfamiliar with get_company, by ticker.

The same call over REST:

Terminal
curl -H "Authorization: Bearer $FUNDALYZE_API_KEY" \
  "https://api.fundalyze.ai/api/public/v1/get_investor?query=Berkshire%20Hathaway&view=changes&limit=25"

Every parameter and field is on the get_investor reference page.

Read it carefullyLink to this section

  • 13F filings are late by design. A filing is due 45 days after the quarter ends, so "the latest quarter" can be up to four and a half months old.
  • Values are as the filer reported them, in USD. Fundalyze does not reprice holdings, so there are no market values at today's prices.
  • Long positions in U.S.-listed securities only. Short positions, most non-U.S. holdings and cash are not in a 13F.
  • Some filers ask the SEC to keep positions confidential, which can hide a holding for a quarter or more.

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