@FollowTheFiling

the plan is simple: following the filings

FollowTheFilings.com
Joined August 2024
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219Media
* BANKS, BLACKSTONE FORM $63 BILLION FINANCING VEHICLE FOR BROADCOM AI TECH: WSJ * TO PURCHASE AI COMPUTING INFRASTRUCTURE FROM BROADCOM AND LEASE IT TO ANTHROPIC $AVGO
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Who pays Anthropic's bills:
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$AMKR Q3: MISSED ON EPS AND REVENUE EPS $0.76 vs $0.79 est (-4%) Revenue $1.99B vs $2.04B est (-2%)
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* BROADCOM ARRANGES $63 BILLION DEAL TO FINANCE ANTHROPIC'S CHIPS: BLOOMBERG * DEAL WITH BANK OF AMERICA, BLACKSTONE, CITIGROUP AND MORGAN STANLEY $AVGO
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$CDNS Q3: BEAT ON EPS AND REVENUE Adj EPS $2.11 vs $1.60 est (+32%) Revenue $1.63B vs $1.62B est (+1%)
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JUST FILED: JOHNSON & JOHNSON · Q3 · $762M Largest holding: $PTGX, 45.3% of the portfolio
Johnson & Johnson. 2026 Q3, $762M portfolio. Top 6 of 15 holdings, 92.3% of the portfolio: 1. PTGX (Protagonist Therapeutics), 45.3%; 2. NBTX (Nanobiotix), 23.0%; 3. MGTX (MeiraGTx), 9.6%; 4. RAPP (Rapport Therapeutics), 7.9%; 5. CTNM (Contineum Therapeutics), 3.5%; 6. CBRS (Cerebras Systems), 3.0%. SEC 13F filing, not investment advice. followthefilings.com.

ALT Johnson & Johnson. 2026 Q3, $762M portfolio. Top 6 of 15 holdings, 92.3% of the portfolio: 1. PTGX (Protagonist Therapeutics), 45.3%; 2. NBTX (Nanobiotix), 23.0%; 3. MGTX (MeiraGTx), 9.6%; 4. RAPP (Rapport Therapeutics), 7.9%; 5. CTNM (Contineum Therapeutics), 3.5%; 6. CBRS (Cerebras Systems), 3.0%. SEC 13F filing, not investment advice. followthefilings.com.

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* DATAVAULT AI SAYS PRIOR FINANCIAL STATEMENTS SHOULD NO LONGER BE RELIED UPON: 8-K * COVERS NINE MONTHS ENDED SEPT 30, 2025 $DVLT
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JUST FILED: GREENHAVEN ASSOCIATES · Q3 · $8B Added $142M of $LEN, now 13.4% of the portfolio
Greenhaven Associates. 2026 Q3, $8B portfolio. Bars: share of the portfolio traded since 2026 Q2. Bought: LEN (Lennar), Added, 11.8% to 13.4%; BDX (Becton Dickinson), Added, 9.9% to 13.3%; BBWI (Bath & Body Works), New, now 0.0%. Sold: ACN (Accenture), Exited, was 4.9%; LEA (Lear), Trimmed, 2.3% to 1.2%; EPAM (EPAM Systems), Exited, was 0.5%. SEC 13F filing, not investment advice. followthefilings.com.

ALT Greenhaven Associates. 2026 Q3, $8B portfolio. Bars: share of the portfolio traded since 2026 Q2. Bought: LEN (Lennar), Added, 11.8% to 13.4%; BDX (Becton Dickinson), Added, 9.9% to 13.3%; BBWI (Bath & Body Works), New, now 0.0%. Sold: ACN (Accenture), Exited, was 4.9%; LEA (Lear), Trimmed, 2.3% to 1.2%; EPAM (EPAM Systems), Exited, was 0.5%. SEC 13F filing, not investment advice. followthefilings.com.

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One share, half the vote:
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Anthropics lock up, visualized:
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* DOJ APPEALS COURT RULING LIFTING BAN ON ANTHROPIC AI USE BY FEDERAL AGENCIES: BLOOMBERG
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* MICROSOFT OFFERS BUYOUTS TO AROUND 60,000 EMPLOYEES: INSIDER $MSFT
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JUST FILED: OLD REPUBLIC INTERNATIONAL · Q3 · $2.2B Trimmed $46.1M of $MSCI, now 0.2% of the portfolio
Old Republic International. 2026 Q3, $2.2B portfolio. Bars: share of the portfolio traded since 2026 Q2. Bought: SPYM (SPDR Series Trust), New, now 0.3%. Sold: MSCI (MSC Industrial Direct), Trimmed, 1.8% to 0.2%; ETN (Eaton), Trimmed, 3.2% to 2.1%; CAT (Caterpillar), Trimmed, 3.4% to 1.7%; CMI (Cummins), Trimmed, 3.2% to 1.7%; VLO (Valero Energy), Trimmed, 1.9% to 2.9%. SEC 13F filing, not investment advice. followthefilings.com.

ALT Old Republic International. 2026 Q3, $2.2B portfolio. Bars: share of the portfolio traded since 2026 Q2. Bought: SPYM (SPDR Series Trust), New, now 0.3%. Sold: MSCI (MSC Industrial Direct), Trimmed, 1.8% to 0.2%; ETN (Eaton), Trimmed, 3.2% to 2.1%; CAT (Caterpillar), Trimmed, 3.4% to 1.7%; CMI (Cummins), Trimmed, 3.2% to 1.7%; VLO (Valero Energy), Trimmed, 1.9% to 2.9%. SEC 13F filing, not investment advice. followthefilings.com.

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$ANT S-1 Deep Dive: Anthropic's revenue was ~$16.3B in H1 2026, up from ~$1.2B in H1 2025. Its GAAP net loss was ~$81B and non-GAAP adjusted net income ~$2.7B. Also covered: compute costs, the cash pile, the cloud commitments, the trust that elects the board, and Class F votes. Follow the filings, connect the dots.
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* APPLE DEBUTS $699 WATER-RESISTANT IPAD MINI WITH OLED SCREEN: BLOOMBERG $AAPL
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* ANTHROPIC SAID TO PLAN PUBLIC IPO FILING MONDAY AT 9 A.M. NEW YORK: BLOOMBERG
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* META SEEKS UP TO $95 BILLION IN EQUITY TO FUND AI SPENDING: BLOOMBERG $META
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* META LAUNCHES $35 BILLION STOCK OFFERING TO FUND AI EXPANSION: CNBC $META
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* EQT TO ACQUIRE RANGE RESOURCES: 8-K $EQT
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* VERIZON SIGNS MORE THAN $2 BILLION AI INFRASTRUCTURE DEAL WITH AWS: CNBC * VERIZON NOW EXPECTS TO ADD BETWEEN 1.1 MILLION AND 1.2 MILLION POSTPAID PHONE SUBSCRIBERS THIS YEAR VERSUS EARLIER PROJECTIONS OF 750,000 TO 1 MILLION $AMZN
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