backrunner

Backrunner 13F Smart Money Consensus Report - Q2 2026

What smart money did in Q2 2026. A report.

Aug 18 • Ilya

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The rarest signal in 13F filings is agreement

Of 2,092 stocks the tracked funds hold, just 15 are a conviction position for five or more of them at once. That scarcity is the whole signal.

Aug 10 • Ilya

Which 13F funds should you follow? Not last year's winners.

Chasing hot funds doubles your downside. Adding more funds adds nothing. What actually marks a followable fund is boring but works.

Aug 3 • Ilya

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July 2026

Can following 13F filings beat the market? What the research found.

Twenty years of academic work and one replication later: yes, carefully, in baskets, and the edge is not what you think it is.

Jul 27 • Ilya

Copying 13F trades? You're probably losing. Here's why.

It is not the famous 45-day lag, which costs roughly nothing. It is the leaks nobody prices, and the funds you chose to copy.

Jul 20 • Ilya

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I rebuilt 2,681 smart-money portfolios

Most lose to the index (but thats not the end of story).

Jul 13 • Ilya

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There is no vision

META and MSFT are running out of steam. Whats the endgame?

Jul 2 • Ilya

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June 2026

Is it time to buy UBER?

From burning venture cash to FCF powerhouse with a moat

Jun 22 • Ilya

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4

Dataroma is great - but I prefer backrunner

Sure I do. I made it.

Jun 18 • Ilya

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May 2026

Chuyka portfolio is live

With a cool twist

May 25 • Ilya

Portfolio update - May 2026

Discussing my positions in NKE, LULU, ONON, GTX, DORM and NOMD

May 18 • Ilya

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April 2026

Committed to the bit

On costs of running a retail investment portfolio

Apr 23 • Ilya

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