Convergence Engine

When Smart Money
Moves Together.

Dolphin Pod detects when 3+ independent allocators silently converge on the same position — through filing patterns, not public statements.


From Noise to Convergence

Scan 112+ Allocators

Continuous monitoring of SEC 13F filings, 13D/G amendments, Form 4 insider transactions, and earnings call transcripts across all 7 verticals.

Detect Silent Moves

When an allocator's capital flows diverge from their public narrative, a Dolphin Signal fires. Each signal is verified by our 6-model sovereign mesh.

Pod Formation Alert

When 3+ unrelated allocators independently take the same position within a rolling 90-day window — that's a Dolphin Pod. You get alerted before consensus.


Pod Forming: Residential REITs

3 allocators independently increased residential REIT exposure in Q4 2025 while publicly discussing "commercial real estate opportunities."

🔄 Active Pod — Residential REIT Accumulation

PL
Pierre Lassonde
+$140M residential REIT via 13F (Nov 2025)
Confirmed
HM
Howard Marks
+$220M residential allocation via Oaktree filing (Dec 2025)
Confirmed
SD
Stanley Druckenmiller
+$380M residential REIT shift from data center (Jan 2026)
Confirmed

Pod Detection

Be First to See the Formation

Pod alerts launch Q2 2026. Get on the list to be notified when the first live pod fires.

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