13F holdings
ALGERT GLOBAL LLC portfolio
Managed by . 1,134 reported positions worth $6.6B as of 2026-03-31, filed with the SEC on 2026-05-14. Parsed from the filing itself, not a reseller.
$6.6B
Book value
1,134
Positions
6%
Top 10 weight
+257
New this quarter
-243
Exited
134 days
Age today
How old this actually is
Every position on this page is a snapshot of 2026-03-31. It was already 44 days old on 2026-05-14, the day it first became public. Today it is 134 days old.
That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.
What changed
Positions opened and closed
Against its 2025-12-31 filing. This is the part worth reading — the holdings table below is mostly years old.
New positions (257)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| LEA | LEAR CORP | $24.0M | 198,607 | 0.36% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.9M | 313,363 | 0.36% |
| KRP | KIMBELL RTY PARTNERS LP | $18.1M | 1,249,275 | 0.27% |
| MGY | MAGNOLIA OIL & GAS CORP | $16.5M | 523,620 | 0.25% |
| OUT | OUTFRONT MEDIA INC | $16.1M | 606,756 | 0.24% |
| AVT | AVNET INC | $16.0M | 259,880 | 0.24% |
| GPK | GRAPHIC PACKAGING HLDG CO | $15.5M | 1,556,427 | 0.23% |
| RBC | RBC BEARINGS INC | $14.0M | 25,850 | 0.21% |
| AWK | AMERICAN WTR WKS CO INC NEW | $13.3M | 98,057 | 0.20% |
| NOV | NOV INC | $12.6M | 672,010 | 0.19% |
| SARO | STANDARDAERO INC | $12.0M | 465,511 | 0.18% |
| AMKR | AMKOR TECHNOLOGY INC | $11.2M | 248,600 | 0.17% |
| PNFP | PINNACLE FINL PARTNERS INC | $10.8M | 124,821 | 0.16% |
| SWK | STANLEY BLACK & DECKER INC | $8.9M | 125,590 | 0.13% |
| RGLD | ROYAL GOLD INC | $8.5M | 33,320 | 0.13% |
| COHU | COHU INC | $8.4M | 275,070 | 0.13% |
| SHOO | MADDEN STEVEN LTD | $8.4M | 247,070 | 0.13% |
| TAP | MOLSON COORS BEVERAGE CO | $8.2M | 189,590 | 0.12% |
| SLGN | SILGAN HLDGS INC | $7.8M | 200,110 | 0.12% |
| KMT | KENNAMETAL INC | $7.5M | 207,030 | 0.11% |
| TALO | TALOS ENERGY INC | $7.2M | 459,190 | 0.11% |
| BILL | BILL HOLDINGS INC | $6.9M | 180,240 | 0.10% |
| BJ | BJS WHSL CLUB HLDGS INC | $6.4M | 64,540 | 0.10% |
| LBRT | LIBERTY ENERGY INC | $6.3M | 218,336 | 0.09% |
| MS | MORGAN STANLEY | $6.1M | 36,914 | 0.09% |
Closed out (243)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SYU1 | SYNOVUS FINL CORP | $30.2M | 603,858 | 0.00% |
| 1RG | REV GROUP INC | $22.5M | 369,845 | 0.00% |
| CASY | CASEYS GEN STORES INC | $20.0M | 36,179 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $17.3M | 181,592 | 0.00% |
| COHR | COHERENT CORP | $16.5M | 89,386 | 0.00% |
| FTAI | FTAI AVIATION LTD | $14.2M | 72,311 | 0.00% |
| EXK | EXACT SCIENCES CORP | $14.1M | 139,190 | 0.00% |
| MIRM | MIRUM PHARMACEUTICALS INC | $13.8M | 174,189 | 0.00% |
| FLS | FLOWSERVE CORP | $13.3M | 191,293 | 0.00% |
| CPT | CAMDEN PPTY TR | $11.8M | 107,079 | 0.00% |
| LECO | LINCOLN ELEC HLDGS INC | $11.5M | 48,111 | 0.00% |
| ZYME | ZYMEWORKS INC | $11.2M | 423,646 | 0.00% |
| RPM | RPM INTL INC | $11.0M | 106,109 | 0.00% |
| CMA | COMERICA INC | $10.7M | 122,866 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $10.2M | 376,316 | 0.00% |
| TRS | TRIMAS CORP | $10.1M | 285,944 | 0.00% |
| PNTG | PENNANT GROUP INC | $9.9M | 352,642 | 0.00% |
| BRBR | BELLRING BRANDS INC | $8.7M | 324,572 | 0.00% |
| HUN | HUNTSMAN CORP | $8.7M | 865,293 | 0.00% |
| NFLX | NETFLIX INC | $8.6M | 91,238 | 0.00% |
| TOL | TOLL BROTHERS INC | $8.5M | 63,065 | 0.00% |
| UBER | UBER TECHNOLOGIES INC | $8.0M | 98,238 | 0.00% |
| LIN | LINDE PLC | $8.0M | 18,803 | 0.00% |
| HOMB | HOME BANCSHARES INC | $7.8M | 280,675 | 0.00% |
| AN | AUTONATION INC | $7.6M | 37,043 | 0.00% |
Added to (443)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $44.7M | 176,254 | 0.67% | +4% |
| NVDA | NVIDIA CORPORATION | $38.6M | 221,593 | 0.58% | +1% |
| WWD | WOODWARD INC | $35.3M | 98,558 | 0.53% | +22% |
| POR | PORTLAND GEN ELEC CO | $34.5M | 652,927 | 0.52% | +1% |
| TMHC* | TAYLOR MORRISON HOME CORP | $33.3M | 572,307 | 0.50% | +22% |
| MSFT | MICROSOFT CORP | $32.3M | 87,235 | 0.49% | +4% |
| APG | API GROUP CORP | $31.3M | 771,658 | 0.47% | +48% |
| LAUR | LAUREATE ED INC | $30.7M | 880,208 | 0.46% | +16% |
| DT | DYNATRACE INC | $30.1M | 814,526 | 0.45% | +503% |
| ALB | ALBEMARLE CORP | $29.9M | 166,318 | 0.45% | +68% |
| MOG/A | MOOG INC | $29.8M | 101,879 | 0.45% | +20% |
| AR | ANTERO RESOURCES CORP | $29.6M | 696,642 | 0.44% | +68% |
| SNX | TD SYNNEX CORPORATION | $27.4M | 162,361 | 0.41% | +37% |
| SF | STIFEL FINL CORP | $27.2M | 368,515 | 0.41% | +89% |
| AVA | AVISTA CORP | $25.6M | 638,807 | 0.39% | +7% |
Trimmed (371)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| COUR | COURSERA INC | $93,000 | 15,898 | 0.00% | -99% |
| LITE | LUMENTUM HLDGS INC | $590,000 | 840 | 0.01% | -98% |
| SELECT MED HLDGS CORP | SELECT MED HLDGS CORP | $645,000 | 39,600 | 0.01% | -96% |
| CDE | COEUR MNG INC | $540,000 | 28,762 | 0.01% | -95% |
| GNW | GENWORTH FINL INC | $347,000 | 42,707 | 0.01% | -94% |
| EIX | EDISON INTL | $319,000 | 4,355 | 0.00% | -93% |
| BKH | BLACK HILLS CORP | $746,000 | 10,754 | 0.01% | -91% |
| UDEMY INC | UDEMY INC | $550,000 | 119,042 | 0.01% | -91% |
| ASTS | AST SPACEMOBILE INC | $1.2M | 14,110 | 0.02% | -91% |
| GXO | GXO LOGISTICS INCORPORATED | $410,000 | 7,900 | 0.01% | -91% |
| WDFC | WD 40 CO | $1.4M | 7,026 | 0.02% | -90% |
| OMCL | OMNICELL COM | $342,000 | 10,242 | 0.01% | -88% |
| IESC | IES HOLDINGS INC | $1.5M | 3,194 | 0.02% | -88% |
| TILE | INTERFACE INC | $1.2M | 47,123 | 0.02% | -87% |
| TPB | TURNING PT BRANDS INC | $1.2M | 13,761 | 0.02% | -85% |
The book
Largest 150 of 1,134 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SNDK | SANDISK CORP | $73.3M | 115,380 | 1.10% | — |
| AAPL | APPLE INC | $44.7M | 176,254 | 0.67% | — |
| NXT | NEXTPOWER INC | $41.5M | 343,842 | 0.62% | — |
| ENS | ENERSYS | $39.1M | 225,306 | 0.59% | — |
| NVDA | NVIDIA CORPORATION | $38.6M | 221,593 | 0.58% | — |
| MTZ | MASTEC INC | $38.0M | 118,056 | 0.57% | — |
| PRIM | PRIMORIS SVCS CORP | $36.8M | 257,265 | 0.55% | — |
| MATX | MATSON INC | $36.5M | 222,914 | 0.55% | — |
| WWD | WOODWARD INC | $35.3M | 98,558 | 0.53% | — |
| POR | PORTLAND GEN ELEC CO | $34.5M | 652,927 | 0.52% | — |
| WTS | WATTS WATER TECHNOLOGIES INC | $33.8M | 116,501 | 0.51% | — |
| TMHC* | TAYLOR MORRISON HOME CORP | $33.3M | 572,307 | 0.50% | — |
| MSFT | MICROSOFT CORP | $32.3M | 87,235 | 0.49% | — |
| BCPC | BALCHEM CORP | $31.8M | 187,584 | 0.48% | — |
| APG | API GROUP CORP | $31.3M | 771,658 | 0.47% | — |
| LAUR | LAUREATE ED INC | $30.7M | 880,208 | 0.46% | — |
| DT | DYNATRACE INC | $30.1M | 814,526 | 0.45% | — |
| ALB | ALBEMARLE CORP | $29.9M | 166,318 | 0.45% | — |
| MOG/A | MOOG INC | $29.8M | 101,879 | 0.45% | — |
| AR | ANTERO RESOURCES CORP | $29.6M | 696,642 | 0.44% | — |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $29.2M | 514,932 | 0.44% | — |
| AHR | AMERICAN HEALTHCARE REIT INC | $29.0M | 614,651 | 0.44% | — |
| SNX | TD SYNNEX CORPORATION | $27.4M | 162,361 | 0.41% | — |
| SF | STIFEL FINL CORP | $27.2M | 368,515 | 0.41% | — |
| FSLY | FASTLY INC | $26.8M | 923,870 | 0.40% | — |
| WBS | WEBSTER FINL CORP | $26.4M | 380,022 | 0.40% | — |
| AVA | AVISTA CORP | $25.6M | 638,807 | 0.39% | — |
| KEX | KIRBY CORP | $25.6M | 192,670 | 0.39% | — |
| TPC | TUTOR PERINI CORP | $25.3M | 327,554 | 0.38% | — |
| HAS | HASBRO INC | $24.7M | 264,100 | 0.37% | — |
| CNX | CNX RES CORP | $24.5M | 636,011 | 0.37% | — |
| FN | FABRINET | $24.4M | 46,823 | 0.37% | — |
| FTI | TECHNIPFMC PLC | $24.2M | 349,919 | 0.36% | — |
| LEA | LEAR CORP | $24.0M | 198,607 | 0.36% | — |
| RL | RALPH LAUREN CORP | $24.0M | 69,809 | 0.36% | — |
| SOLS | SOLSTICE ADVANCED MATLS INC | $23.9M | 313,363 | 0.36% | — |
| FHN | FIRST HORIZON CORPORATION | $23.6M | 1,037,062 | 0.36% | — |
| MWA | MUELLER WTR PRODS INC | $23.3M | 846,515 | 0.35% | — |
| CTRI | CENTURI HOLDINGS INC | $23.2M | 793,665 | 0.35% | — |
| ROIV | ROIVANT SCIENCES LTD | $22.9M | 827,454 | 0.34% | — |
| AXSM | AXSOME THERAPEUTICS INC. | $22.9M | 135,460 | 0.34% | — |
| MSGE | MADISON SQUARE GARDEN ENTMT | $22.8M | 386,895 | 0.34% | — |
| ALRM | ALARM COM HLDGS INC | $22.7M | 525,759 | 0.34% | — |
| STRL | STERLING INFRASTRUCTURE INC | $22.5M | 55,271 | 0.34% | — |
| EXLS | EXLSERVICE HLDGS INC | $22.2M | 729,923 | 0.33% | — |
| COKE | COCA COLA CONS INC | $21.9M | 114,423 | 0.33% | — |
| DOCU | DOCUSIGN INC | $21.9M | 461,795 | 0.33% | — |
| GOOGL | ALPHABET INC | $21.9M | 76,037 | 0.33% | — |
| SNDX | SYNDAX PHARMACEUTICALS INC | $21.7M | 928,568 | 0.33% | — |
| ZION | ZIONS BANCORPORATION NATL AS | $21.6M | 375,505 | 0.33% | — |
| JXN | JACKSON FINANCIAL INC | $21.5M | 203,237 | 0.32% | — |
| MYRG | MYR GROUP INC | $21.4M | 75,905 | 0.32% | — |
| ALLY | ALLY FINL INC | $21.3M | 543,585 | 0.32% | — |
| PCVX | VAXCYTE INC | $21.2M | 363,984 | 0.32% | — |
| BBIO | BRIDGEBIO PHARMA INC | $21.1M | 283,921 | 0.32% | — |
| AVGO | BROADCOM INC | $21.1M | 68,087 | 0.32% | — |
| AMBA | AMBARELLA INC | $21.1M | 409,220 | 0.32% | — |
| VVX | V2X INC | $21.0M | 306,626 | 0.32% | — |
| AIT | APPLIED INDL TECHNOLOGIES IN | $21.0M | 79,022 | 0.32% | — |
| FTDR | FRONTDOOR INC | $20.9M | 396,055 | 0.31% | — |
| WAL | WESTERN ALLIANCE BANCORP | $20.7M | 292,136 | 0.31% | — |
| URBN | URBAN OUTFITTERS INC | $20.5M | 323,558 | 0.31% | — |
| OGE | OGE ENERGY CORP | $19.9M | 415,659 | 0.30% | — |
| NVT | NVENT ELEC PLC | $19.6M | 165,997 | 0.30% | — |
| HCC | WARRIOR MET COAL INC | $19.6M | 210,351 | 0.29% | — |
| PLOW | DOUGLAS DYNAMICS INC | $19.3M | 459,038 | 0.29% | — |
| CTRE | CARETRUST REIT INC | $18.9M | 516,677 | 0.28% | — |
| CUBE | CUBESMART | $18.8M | 512,296 | 0.28% | — |
| KMPR | KEMPER CORP | $18.6M | 609,813 | 0.28% | — |
| LASR | NLIGHT INC | $18.3M | 321,661 | 0.28% | — |
| AWI | ARMSTRONG WORLD INDS INC NEW | $18.3M | 111,061 | 0.28% | — |
| SWX | SOUTHWEST GAS HLDGS INC | $18.3M | 210,571 | 0.28% | — |
| AMZN | AMAZON COM INC | $18.2M | 87,604 | 0.27% | — |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $18.2M | 221,753 | 0.27% | — |
| CCK | CROWN HLDGS INC | $18.2M | 181,280 | 0.27% | — |
| KRP | KIMBELL RTY PARTNERS LP | $18.1M | 1,249,275 | 0.27% | — |
| STRA | STRATEGIC ED INC | $18.0M | 217,518 | 0.27% | — |
| PBF | PBF ENERGY INC | $18.0M | 378,861 | 0.27% | — |
| EPR | EPR PPTYS | $18.0M | 360,691 | 0.27% | — |
| LOPE | GRAND CANYON ED INC | $18.0M | 105,871 | 0.27% | — |
| CVSA | COVISTA INC | $17.9M | 155,302 | 0.27% | — |
| MEDP | MEDPACE HLDGS INC | $17.8M | 37,115 | 0.27% | — |
| PODD | INSULET CORP | $17.3M | 82,307 | 0.26% | — |
| SFD | SMITHFIELD FOODS INC | $17.2M | 614,084 | 0.26% | — |
| DAR | DARLING INGREDIENTS INC | $17.0M | 274,449 | 0.26% | — |
| BGC | BGC GROUP INC | $16.9M | 1,729,755 | 0.25% | — |
| FNB | F N B CORP | $16.8M | 1,005,998 | 0.25% | — |
| AXTA | AXALTA COATING SYS LTD | $16.7M | 602,345 | 0.25% | — |
| BALL | BALL CORP | $16.6M | 280,994 | 0.25% | — |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $16.6M | 489,971 | 0.25% | — |
| MGY | MAGNOLIA OIL & GAS CORP | $16.5M | 523,620 | 0.25% | — |
| OZK | BANK OZK LITTLE ROCK ARK | $16.5M | 359,950 | 0.25% | — |
| VTOL | BRISTOW GROUP INC | $16.4M | 350,201 | 0.25% | — |
| UNM | UNUM GROUP | $16.3M | 223,781 | 0.25% | — |
| AX | AXOS FINANCIAL INC | $16.3M | 191,844 | 0.25% | — |
| CW | CURTISS WRIGHT CORP | $16.2M | 23,756 | 0.24% | — |
| OUT | OUTFRONT MEDIA INC | $16.1M | 606,756 | 0.24% | — |
| OII | OCEANEERING INTL INC | $16.1M | 452,885 | 0.24% | — |
| BLBD | BLUE BIRD CORP | $16.0M | 282,528 | 0.24% | — |
| SIGI | SELECTIVE INS GROUP INC | $16.0M | 212,691 | 0.24% | — |
| AVT | AVNET INC | $16.0M | 259,880 | 0.24% | — |
| NVST | ENVISTA HOLDINGS CORPORATION | $15.9M | 626,035 | 0.24% | — |
| REXR | REXFORD INDL RLTY INC | $15.9M | 485,140 | 0.24% | — |
| CRS | CARPENTER TECHNOLOGY CORP | $15.8M | 40,007 | 0.24% | — |
| FCN | FTI CONSULTING INC | $15.8M | 89,200 | 0.24% | — |
| NMRK | NEWMARK GROUP INC | $15.7M | 1,049,122 | 0.24% | — |
| SBRA | SABRA HEALTH CARE REIT INC | $15.7M | 816,270 | 0.24% | — |
| FIVN | FIVE9 INC | $15.6M | 1,029,386 | 0.23% | — |
| ATI | ATI INC | $15.6M | 107,254 | 0.23% | — |
| MLI | MUELLER INDS INC | $15.6M | 140,707 | 0.23% | — |
| CLF | CLEVELAND-CLIFFS INC NEW | $15.5M | 1,839,060 | 0.23% | — |
| GPK | GRAPHIC PACKAGING HLDG CO | $15.5M | 1,556,427 | 0.23% | — |
| RRC | RANGE RES CORP | $15.4M | 340,278 | 0.23% | — |
| HII | HUNTINGTON INGALLS INDS INC | $15.4M | 40,450 | 0.23% | — |
| XENE | XENON PHARMACEUTICALS INC | $15.4M | 264,200 | 0.23% | — |
| RVLV | REVOLVE GROUP INC | $15.2M | 673,678 | 0.23% | — |
| DECK | DECKERS OUTDOOR CORP | $15.2M | 152,169 | 0.23% | — |
| HST | HOST HOTELS & RESORTS INC | $15.1M | 787,076 | 0.23% | — |
| MCY | MERCURY GENL CORP NEW | $15.0M | 170,213 | 0.23% | — |
| AAT | AMERICAN ASSETS TR INC | $15.0M | 812,901 | 0.23% | — |
| MAREX GROUP PLC | MAREX GROUP PLC | $14.9M | 333,712 | 0.22% | — |
| VTRS | VIATRIS INC | $14.7M | 1,089,480 | 0.22% | — |
| THC | TENET HEALTHCARE CORP | $14.7M | 77,990 | 0.22% | — |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $14.7M | 255,370 | 0.22% | — |
| VIRT | VIRTU FINL INC | $14.7M | 333,495 | 0.22% | — |
| BCO | BRINKS CO | $14.4M | 138,971 | 0.22% | — |
| LLY | ELI LILLY & CO | $14.4M | 15,642 | 0.22% | — |
| BPOP | POPULAR INC | $14.3M | 106,851 | 0.22% | — |
| LRN | STRIDE INC | $14.3M | 161,917 | 0.21% | — |
| CRBG | COREBRIDGE FINL INC | $14.1M | 590,237 | 0.21% | — |
| GOOG | ALPHABET INC | $14.0M | 48,959 | 0.21% | — |
| RBC | RBC BEARINGS INC | $14.0M | 25,850 | 0.21% | — |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $14.0M | 327,698 | 0.21% | — |
| ROKU | ROKU INC | $13.6M | 143,600 | 0.20% | — |
| ALSN | ALLISON TRANSMISSION HLDGS I | $13.5M | 115,419 | 0.20% | — |
| XPO | XPO INC | $13.4M | 68,823 | 0.20% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $13.3M | 98,057 | 0.20% | — |
| TCBI | TEXAS CAP BANCSHARES INC | $13.3M | 140,200 | 0.20% | — |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $13.1M | 599,025 | 0.20% | — |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $13.1M | 277,600 | 0.20% | — |
| TTMI | TTM TECHNOLOGIES INC | $13.1M | 134,165 | 0.20% | — |
| GATES INDL CORP PLC | GATES INDL CORP PLC | $13.1M | 577,552 | 0.20% | — |
| JNJ | JOHNSON & JOHNSON | $13.0M | 53,089 | 0.20% | — |
| OFG | OFG BANCORP | $12.8M | 316,892 | 0.19% | — |
| PL | PLANET LABS PBC | $12.8M | 457,645 | 0.19% | — |
| M | MACYS INC | $12.8M | 706,690 | 0.19% | — |
| NOV | NOV INC | $12.6M | 672,010 | 0.19% | — |
| CRVL | CORVEL CORP | $12.5M | 229,542 | 0.19% | — |
| ASB | ASSOCIATED BANC-CORP | $12.5M | 483,423 | 0.19% | — |
| AXS | AXIS CAP HLDGS LTD | $12.4M | 122,470 | 0.19% | — |
This table is the 150 largest positions by value, out of 1,134 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.
Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.
Read the original
This page was built from one document: the 2026-03-31 Form 13F info table filed by ALGERT GLOBAL LLC (CIK 1275218, accession 0001275218-26-000002). Every other 13F site is reading the same file.
One quirk worth naming: this manager still reports position values in thousands, although Form 13F has required whole dollars since 2023. We detect that by comparing this filing’s implied price per share against what every other manager holding the same securities reported for them this quarter — and multiply by 1,000. Figures on this page are therefore 1,000x the numbers you will read in the document itself.
If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager
What a 13F cannot show you
A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:
- No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
- No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
- No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
- Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
- Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.
Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test
Free · no spam
Get the weekly edge report
The best-performing indicator per asset, what changed this week, and the honest caveats — straight to your inbox.