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AlphaBaseline

Methodology

Data pipeline

Every holding on this site is derived from a public SEC EDGAR Form 13F-HR filing. This page describes the full path that takes a raw 13F XML document and turns it into the numbers you see on manager pages, stock pages, and the combined portfolio. For plain-English definitions of the terms used across the site, see the terminology page.

What we collect

We track institutional investment managers — registered investment advisors and other entities required by Section 13(f) of the Securities Exchange Act to disclose their long-equity U.S. holdings each quarter. The set of tracked managers is a curated list of ~80 focused, high-conviction investors (Berkshire Hathaway, Scion Asset Management, Appaloosa, etc.) rather than every 13F filer.

For each tracked manager we ingest every Form 13F-HR filing going back as far as EDGAR retains them. Form 13F-HR/A amendments are ingested too and supersede the original filing's holdings for the same reporting period.