Chase Coleman's fund utilizes SEC filings for investment insights, focusing on companies that outperform Microsoft.

The entities involved

• Microsoft →

  American multinational technology corporation

  • Nvidia is expanding its platform deployment across major cloud providers, including Google Cloud and Microsoft Azure.Mon 17:31
  • Cloud giants, including Microsoft, Amazon, Anthropic, OpenAI, and Google, are benefiting from overall AI market growth while navigating corporate cost containment and future market competition.Mon 16:50
• Chase Coleman →

  American actor, director, and musician

  Nothing else this week.

• Securities and Exchange Commission →

  government agency of the Philippines

  • BlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Mon 16:42
  • Filing required regarding institutional holdings for Schwab Emerging Markets Equity ETF and Waterford Advisors LLC with the SEC.Mon 16:38

Related events

• Pershing Square holds or invests in stakes in Amazon, Meta, and Microsoft.Aug 6
• The Dan Ives Wedbush AI Revolution ETF holds significant stakes in Amazon, Apple Inc., and Microsoft.Aug 27
• Invesco manages the S&P 500 Quality ETF, and Microsoft is identified as a major holding within this fund.Jun 12
• A fund disclosed its holdings, including OpenAI, under SEC review.Sep 17
• The WisdomTree U.S. LargeCap Dividend ETF has its heaviest allocation to the energy sector, with Microsoft and JPMorgan among its top holdings.Jun 7