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/TBBB/capital-change-brief"
Use Arkolith's capital_change_brief for TBBB. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | FMR LLC | $219.5M | 6.2M | ▲+6.5% Added · +377K sh | Q1 2026 | |
| 2 | Orbis Allan Gray Ltd | $199.7M | 5.6M | ▲+72% Added · +2.4M sh | Q1 2026 | |
| 3 | WASATCH ADVISORS LP | $176.7M | 4.2M | ▲+3.4% Added · +140K sh | Q2 2026 | |
| 4 | Duquesne Family Office LLC | $110.0M | 3.1M | ▲+16% Added · +434K sh | Q1 2026 | |
| 5 | MORGAN STANLEY | $106.8M | 3.0M | ▼−15% Reduced · −517K sh | Q1 2026 | |
| 6 | GILDER GAGNON HOWE & CO LLC | $90.3M | 2.6M | ▲+1.7% Added · +43K sh | Q1 2026 | |
| 7 | 12 West Capital Management LP | $80.9M | 2.3M | ▼−3.2% Reduced · −75K sh | Q1 2026 | |
| 8 | PRINCIPAL FINANCIAL GROUP INC | $66.0M | 1.9M | ▲New +1.9M sh | Q1 2026 | |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $59.0M | 1.7M | ▲+158% Added · +1.0M sh | Q1 2026 | |
| 10 | Route One Investment Company, L.P. | $54.1M | 1.5M | ▲+10% Added · +144K sh | Q1 2026 | |
| 11 | AMERIPRISE FINANCIAL INC | $41.0M | 1.2M | ▼−3.8% Reduced · −46K sh | Q1 2026 | |
| 12 | TEACHER RETIREMENT SYSTEM OF TEXAS | $38.9M | 1.1M | —Held | Q1 2026 | |
| 13 | Grandeur Peak Global Advisors, LLC | $36.4M | 1.0M | ▼−21% Reduced · −278K sh | Q1 2026 | |
| 14 | Point72 Asset Management, L.P. | $31.0M | 876K | ▲New +876K sh | Q1 2026 | |
| 15 | SEI INVESTMENTS CO | $26.5M | 749K | ▲+11% Added · +73K sh | Q1 2026 | |
| 16 | Engle Capital Management, L.P. | $25.3M | 715K | ▼−4.7% Reduced · −35K sh | Q1 2026 | |
| 17 | Crow's Nest Holdings LP | $19.5M | 550K | ▲+10% Added · +50K sh | Q1 2026 | |
| 18 | USS Investment Management Ltd | $18.1M | 512K | —Held | Q1 2026 | |
| 19 | Ancient Art, L.P. | $16.0M | 451K | ▲+15% Added · +60K sh | Q1 2026 | |
| 20 | Nuveen, LLC | $15.9M | 449K | ▲+2.5% Added · +11K sh | Q1 2026 | |
| 21 | UBS Group AG | $15.5M | 438K | ▲+20% Added · +73K sh | Q1 2026 | |
| 22 | COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $13.1M | 372K | ▲+64% Added · +145K sh | Q1 2026 | |
| 23 | BANK OF AMERICA CORP /DE/ | $13.1M | 370K | ▼−50% Reduced · −373K sh | Q1 2026 | |
| 24 | CITIGROUP INC | $12.5M | 354K | ▼−9.9% Reduced · −39K sh | Q1 2026 | |
| 25 | MARSHALL WACE, LLP | $9.9M | 281K | ▼−40% Reduced · −187K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 1, 2026 | Pizzuto Espinosa Eduardo | Chief Financial Officer | Sell (S) | 180K | $5.8M |
| Jun 1, 2026 | Khouri Sami Gabriel | Director | Sell (S) | 350K | $11.4M |
| Jun 1, 2026 | Apalategui Diego Ezequiel | Director of Sales & Operations | Sell (S) | 133K | $4.3M |
| Jun 1, 2026 | Hatoum Kamal Anthony | Chairman & CEO, Director | Buy (P) | 10K | $325K |
| Jun 1, 2026 | Hatoum Kamal Anthony | Chairman & CEO, Director | Sell (S) | 150K | $4.9M |
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 36 funds | $20.4B |
| MICROSOFT CORPMSFT | 36 funds | $12.3B |
| AMAZON.COM INCAMZN | 35 funds | $10.8B |
| ALPHABET INC-CL AGOOGL | 35 funds | $9.5B |
| INTEL CORPINTC | 35 funds | $1.1B |
| SEA LTD-ADRSE | 35 funds | $696.5M |
| META PLATFORMS INC-CLASS AMETA | 34 funds | $6.4B |
| MICRON TECHNOLOGY INCMU | 34 funds | $2.9B |
| MASTERCARD INC - AMA | 34 funds | $1.7B |
| SPOTIFY TECHNOLOGY SASPOT | 34 funds | $957.2M |
| BROADCOM INCAVGO | 33 funds | $8.6B |
| TAIWAN SEMICONDUCTOR-SP ADRTSM | 33 funds | $3.9B |
Ranked by how many of TBBB's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for TBBB. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.