--- name: longbridge-investors description: | SEC 13F fund-manager–centric view via Longbridge — top-50 active institutional investors by AUM, a specific manager's full portfolio snapshot (by CIK), and quarter-over-quarter holding changes (NEW / ADDED / REDUCED / EXITED). US stocks only. Different from longbridge-flows (stock-centric: who holds a symbol); this skill is manager-centric. Triggers: "基金经理持仓", "机构持仓排名", "大基金持仓", "巴菲特持仓", "贝莱德持仓", "13F基金视角", "基金经理排名", "AUM排名", "季度持仓变化", "基金經理持倉", "機構持倉排名", "大基金持倉", "13F基金視角", "季度持倉變化", "fund manager holdings", "institutional investor", "13F portfolio", "Berkshire holdings", "BlackRock positions", "fund manager ranking", "AUM ranking", "quarterly position changes", "CIK lookup". license: MIT metadata: author: longbridge version: "1.0.0" risk_level: read_only requires_login: false default_install: true requires_mcp: false tier: read --- # longbridge-investors Prompt-only skill. Provides a **fund-manager–centric** view of SEC 13F filings via the Longbridge CLI — who the biggest players are, what a specific manager holds, and how their portfolio changed quarter over quarter. > **Response language**: match the user's input language — Simplified Chinese / Traditional Chinese / English. ## When to use - *"全球最大基金经理有哪些"*, *"top institutional investors by AUM"*, *"全球最大基金經理有哪些"* - *"巴菲特现在持有哪些股票"*, *"Berkshire Hathaway 13F portfolio"*, *"巴菲特現在持有哪些股票"* - *"贝莱德上季度新建了哪些仓位"*, *"BlackRock new positions last quarter"*, *"貝萊德上季度新建了哪些倉位"* - *"巴菲特 CIK 是多少"*, *"什么 CIK 是贝莱德"* For stock-centric institutional-holder queries (*"谁持有 AAPL"* / *"who holds NVDA"*) → route to `longbridge-flows`. ## CLI Run `longbridge investors --help` to verify exact flags before use. Common calls: ```bash # Top-50 active fund managers by AUM (includes CIK for each) longbridge investors --format json # Full portfolio snapshot for a specific manager longbridge investors --format json longbridge investors 0001067983 --format json # Berkshire Hathaway (Buffett) longbridge investors 0001364742 --format json # BlackRock # Limit to top N positions by market value longbridge investors --top 20 --format json # Quarter-over-quarter holding changes longbridge investors changes --format json longbridge investors changes 0001067983 --format json # Help longbridge investors --help ``` Well-known CIKs (verify via the top-50 list first): | Manager | CIK | |---|---| | Berkshire Hathaway (Buffett) | 0001067983 | | BlackRock | 0001364742 | ## Workflow 1. **Identify intent**: ranking → run `investors`; portfolio snapshot → run `investors `; changes → run `investors changes `. 2. **Resolve CIK** if not provided: run `longbridge investors --format json` to get the top-50 list and find the matching manager's CIK. 3. **Fetch data** concurrently where possible. 4. **Present results**: - Ranking: table of rank / manager name / AUM / CIK. - Portfolio snapshot: table of symbol / shares / market value / % of portfolio; note filing date and reporting period. - Changes: group by action (NEW / ADDED / REDUCED / EXITED); show symbol, shares delta, value delta. 5. Cite **Longbridge Securities / SEC 13F**; add disclaimer. ## Output **Ranking** — *Top-50 institutional investors* ``` Rank | Manager | AUM (USD B) | CIK 1 | BlackRock | 10,200 | 0001364742 2 | Vanguard Group | 8,400 | 0000102909 … ``` **Portfolio snapshot** — *Berkshire Hathaway as of {filing date}* ``` Symbol | Shares (M) | Market Value (USD M) | % Portfolio AAPL.US | 905.6 | 174,300 | 47.2% BAC.US | 1,032.8 | 35,100 | 9.5% … ``` **Changes** — *Berkshire Hathaway: Q4 2024 → Q1 2025* ``` NEW: OXY.US (+18.9M shares, +$1.1B) ADDED: AAPL.US (+3.2M, +$620M) REDUCED: BYD.US (−5.0M, −$280M) EXITED: HPQ.US (−7.2M, −$195M) ``` ⚠️ 13F 数据滞后约 45 天，仅供参考，不构成投资建议。 ⚠️ 13F 數據滯後約 45 天，僅供參考，不構成投資建議。 ⚠️ 13F filings lag ~45 days. For reference only. Not investment advice. ## Error handling | Situation | 简体中文回复 | 繁體中文 / English | |---|---|---| | `command not found: longbridge` | 回退到 MCP；如也不可用，请安装 longbridge-terminal。 | 回退到 MCP；如也不可用，請安裝 longbridge-terminal。/ Fall back to MCP; if unavailable, install longbridge-terminal. | | `investors` returns empty | "暂无 13F 数据，CIK 可能有误，请用 `longbridge investors` 列出前50名确认。" | "暫無 13F 數據，請確認 CIK。" / "No 13F data — verify CIK via `longbridge investors`." | | CIK not found in top-50 | 提示用户运行 `longbridge investors --format json` 获取完整 CIK 列表。 | 提示用戶查看完整 CIK 列表。/ Ask user to run `longbridge investors` for the full CIK list. | | Other stderr | 直接显示原始错误，不静默重试。 | 顯示原始錯誤。/ Surface verbatim — do not retry silently. | ## MCP fallback If `longbridge` CLI is unavailable (`command not found`), use MCP tools: When the CLI is unavailable, fall back to the MCP server. Discover available tools from the MCP server's tool list at runtime — do not rely on hardcoded tool names. MCP setup: `claude mcp add --transport http longbridge https://openapi.longbridge.com/mcp` (`quote` scope). ## Related skills - Stock-centric institutional holders → `longbridge-flows` - Company fundamentals & analyst ratings → `longbridge-fundamental` - Insider trades (Form 4) → `longbridge-flows` - Earnings & guidance → `longbridge-earnings` ## File layout ``` longbridge-investors/ └── SKILL.md # prompt-only, no scripts/ ```