Dataroma tracks portfolios of prominent Superinvestors by extracting data from financial filings. The data is consolidated, categorized and presented in an easily accessible form. They also provide real-time Insider Transaction data collated from the SEC
- DATAROMA tracks portfolios of value-oriented Superinvestors by extracting data from financial filings.
- The site consolidates, categorizes, and presents investment data in an easily accessible form.
- Portfolio percentages reported only apply to stock portions, excluding cash and bond holdings.
- Share count data on DATAROMA is retroactively split-adjusted.
- Portfolio holdings are usually reported mid-quarter, reflecting the end of the previous quarter’s investment schedule.
- Superinvestors tracked on DATAROMA tend to be long-term investors, with investment horizons of at least 3 years.
- There is a large-cap bias in the portfolios due to the large assets under management and a focused investing methodology.
- It is important for users to independently evaluate securities and not blindly follow the investment activities reported.
- The information on DATAROMA can be a starting point for finding investment opportunities in the stock market.