Among active 13F managers last quarter, 1 opened and 1 added, while none reduced or exited; the largest holder to move was XTX Topco Ltd (+311%). Over the last 180 days, 1 insider sold and 1 insider bought, a net -$81K in open-market trades.
The legs disagree, or only one of them leans.
3 tracked 13F filers disclose a position in MSW as of the latest SEC 13F filings, a combined $61K in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | XTX Topco Ltd | 47K | $40K | ▲+311% Added · +36K sh | Q1 2026 | |
| 2 | Renaissance Technologies LLC | 23K | $19K | ▲New +23K sh | Q1 2026 | |
| 3 | UBS Group AG | 3K | $2K | ▲New +3K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 1 fund opened a new position in MSW and 1 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Palantir Technologies Inc-APLTR | 2 funds | $1.0B |
| Apple IncAAPL | 2 funds | $784.3M |
| Micron Technology IncMU | 2 funds | $734.1M |
| Verisign IncVRSN | 2 funds | $700.2M |
| Exelixis IncEXEL | 2 funds | $594.5M |
| Franco-Nevada CorpFNV | 2 funds | $549.3M |
| Sandisk CorpSNDK | 2 funds | $509.6M |
| Nvidia CorpNVDA | 2 funds | $462.8M |
| Chevron CorpCVX | 2 funds | $421.5M |
| Roblox Corp -Class ARBLX | 2 funds | $404.4M |
| Carvana CoCVNA | 2 funds | $380.9M |
| Wayfair Inc- Class AW | 2 funds | $377.2M |
Ranked by how many of MSW's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in MSW.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 21, 2026 | Lam Chi Ming | Director, 10% Owner | Buy (S) | 100K | $132K |
| Aug 18, 2026 | Lam Chi Ming | Director, 10% Owner | Buy (S) | 5K | $8K |
| Aug 17, 2026 | Lam Chi Ming | Director, 10% Owner | Buy (S) | 15K | $26K |
| Aug 14, 2026 | Lam Chi Ming | Director, 10% Owner | Sell (S) | 100K | $137K |
| Aug 13, 2026 | Lam Chi Ming | Director, 10% Owner | Sell (S) | 100K | $110K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 1 | 0 | – |
Insiders Form 4 open-market | 1 | 1 | -$81K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for MSW
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/MSW/capital-change-brief"
Use Arkolith's capital_change_brief for MSW. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for MSW. Filings are public domain, sourced to SEC EDGAR.