13F holdings
ALLIANCEBERNSTEIN L.P. portfolio
Managed by . 3,228 reported positions worth $308.8B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$308.8B
Book value
3,228
Positions
33%
Top 10 weight
+74
New this quarter
-81
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 45 days old on 2026-05-15, 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 (74)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $1.0B | 5,279,565 | 0.33% |
| PIPR | PIPER SANDLER COMPANIES | $87.1M | 1,138,136 | 0.03% |
| FPS | FORGENT POWER SOLUTIONS INC | $63.6M | 2,173,584 | 0.02% |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $55.5M | 1,008,346 | 0.02% |
| PBR | PETROLEO BRASILEIRO S A | $34.4M | 2,905,857 | 0.01% |
| K4F | ONESTREAM INC | $28.2M | 1,535,061 | 0.01% |
| TIMB | TIM S A | $26.7M | 1,372,105 | 0.01% |
| AMCR | AMCOR PLC | $26.6M | 670,059 | 0.01% |
| OFRM | ONCE UPON A FARM PBC | $20.9M | 1,277,964 | 0.01% |
| CRBN | ISHARES TR | $17.0M | 73,665 | 0.01% |
| SCHO | SCHWAB STRATEGIC TR | $16.4M | 672,388 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $16.3M | 189,064 | 0.01% |
| EIKN | EIKON THERAPEUTICS INC | $10.8M | 1,022,188 | 0.00% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $10.1M | 158,702 | 0.00% |
| IXC | ISHARES TR | $9.7M | 230,860 | 0.00% |
| AIQ | GLOBAL X FDS | $9.1M | 178,104 | 0.00% |
| FCCO | FIRST CMNTY CORP S C | $8.6M | 289,833 | 0.00% |
| IGF | ISHARES TR | $7.7M | 125,711 | 0.00% |
| IHS | IHS HOLDING LIMITED | $7.2M | 873,979 | 0.00% |
| JAN | JANUS LIVING INC | $7.1M | 303,334 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $6.0M | 134,430 | 0.00% |
| QGEN | QIAGEN NV | $5.5M | 138,459 | 0.00% |
| EQPT | EQUIPMENTSHARE COM INC | $5.1M | 250,000 | 0.00% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $4.3M | 141,600 | 0.00% |
| HEFA | ISHARES TR | $4.1M | 100,067 | 0.00% |
Closed out (81)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $123.9M | 1,347,232 | 0.00% |
| CMA | COMERICA INC | $114.0M | 1,311,401 | 0.00% |
| SBLK | STAR BULK CARRIERS CORP. | $112.1M | 5,832,805 | 0.00% |
| CADE | CADENCE BANK | $108.6M | 2,534,892 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $108.4M | 319,241 | 0.00% |
| EXK | EXACT SCIENCES CORP | $83.6M | 823,039 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $75.5M | 1,047,410 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $75.3M | 168,753 | 0.00% |
| 1RG | REV GROUP INC | $71.8M | 1,181,088 | 0.00% |
| 8QR | CONFLUENT INC | $62.9M | 2,079,688 | 0.00% |
| NOMD | NOMAD FOODS LTD | $62.8M | 5,016,247 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $61.5M | 1,616,728 | 0.00% |
| STUB | STUBHUB HLDGS INC | $55.7M | 4,120,308 | 0.00% |
| NGDN | NEW GOLD INC CDA | $54.4M | 6,250,845 | 0.00% |
| TGNA | TEGNA INC | $51.9M | 2,673,965 | 0.00% |
| ANYWHERE REAL ESTATE INC | ANYWHERE REAL ESTATE INC | $49.4M | 3,488,671 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $46.8M | 212,028 | 0.00% |
| CRTOEUR | CRITEO S A | $45.7M | 2,217,838 | 0.00% |
| DAY | DAYFORCE INC | $45.1M | 652,010 | 0.00% |
| LEGN | LEGEND BIOTECH CORP | $33.0M | 1,517,067 | 0.00% |
| TWFG | TWFG INC | $31.1M | 1,081,383 | 0.00% |
| BNDW | VANGUARD SCOTTSDALE FDS | $31.0M | 451,481 | 0.00% |
| AMCR | AMCOR PLC | $26.2M | 3,140,812 | 0.00% |
| CATBUSD | ASTRIA THERAPEUTICS INC | $22.7M | 1,732,464 | 0.00% |
| MOFG | MIDWESTONE FINL GROUP INC NE | $20.1M | 522,469 | 0.00% |
Added to (1038)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $11.6B | 42,677,473 | 3.76% | +5% |
| IVV | ISHARES TR | $3.6B | 5,328,032 | 1.18% | +1% |
| GOOGL | ALPHABET INC | $3.3B | 10,522,677 | 1.07% | +6% |
| MNST | MONSTER BEVERAGE CORP NEW | $2.2B | 28,798,898 | 0.71% | +4% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2B | 4,372,927 | 0.71% | +26% |
| ISRG | INTUITIVE SURGICAL INC | $2.2B | 3,812,663 | 0.70% | +2% |
| IXUS | ISHARES TR | $2.1B | 24,661,661 | 0.68% | +6% |
| TJX | TJX COS INC NEW | $2.0B | 12,914,448 | 0.64% | +11% |
| VRSK | VERISK ANALYTICS INC | $1.6B | 7,240,310 | 0.52% | +31% |
| ITOT | ISHARES TR | $1.6B | 10,650,612 | 0.51% | +7% |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.6B | 5,008,665 | 0.51% | +26% |
| GE | GE AEROSPACE | $1.5B | 4,747,065 | 0.47% | +333% |
| TSLA | TESLA INC | $1.5B | 3,243,437 | 0.47% | +4% |
| SHOP | SHOPIFY INC | $1.4B | 8,813,928 | 0.46% | +35% |
| VEEV | VEEVA SYS INC | $1.4B | 6,271,098 | 0.45% | +7% |
Trimmed (1322)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| LOAR | LOAR HOLDINGS INC | $553,724 | 8,143 | 0.00% | -99% |
| BLSH | BULLISH | $227,750 | 6,014 | 0.00% | -99% |
| BETA | BETA TECHNOLOGIES INC | $501,574 | 17,780 | 0.00% | -99% |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $467,986 | 28,380 | 0.00% | -99% |
| EWJ | ISHARES INC | $371,969 | 4,607 | 0.00% | -99% |
| SAIL | SAILPOINT INC | $777,803 | 38,448 | 0.00% | -98% |
| VTIP | VANGUARD MALVERN FDS | $273,613 | 5,532 | 0.00% | -98% |
| IPGP | IPG PHOTONICS CORP | $2.1M | 29,530 | 0.00% | -98% |
| GENI | GENIUS SPORTS LIMITED | $2.5M | 225,500 | 0.00% | -98% |
| HYG | ISHARES TR | $1.8M | 36,130 | 0.00% | -97% |
| ALKT | ALKAMI TECHNOLOGY INC | $1.8M | 77,653 | 0.00% | -97% |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $651,540 | 19,345 | 0.00% | -96% |
| RH | RH | $3.3M | 18,349 | 0.00% | -96% |
| PRCT | PROCEPT BIOROBOTICS CORP | $4.6M | 147,327 | 0.00% | -96% |
| LGN | LEGENCE CORP | $1.7M | 38,864 | 0.00% | -96% |
The book
Largest 150 of 3,228 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $18.4B | 98,528,485 | 5.95% | — |
| MSFT | MICROSOFT CORP | $15.4B | 31,797,302 | 4.98% | — |
| AMZN | AMAZON COM INC | $12.2B | 52,639,574 | 3.93% | — |
| GOOG | ALPHABET INC | $12.1B | 38,449,040 | 3.91% | — |
| AAPL | APPLE INC | $11.6B | 42,677,473 | 3.76% | — |
| AVGO | BROADCOM INC | $8.6B | 24,873,857 | 2.79% | — |
| META | META PLATFORMS INC | $8.4B | 12,678,273 | 2.71% | — |
| V | VISA INC | $6.4B | 18,156,647 | 2.06% | — |
| LLY | ELI LILLY & CO | $4.8B | 4,427,764 | 1.54% | — |
| IVV | ISHARES TR | $3.6B | 5,328,032 | 1.18% | — |
| NFLX | NETFLIX INC. | $3.5B | 36,808,610 | 1.12% | — |
| GOOGL | ALPHABET INC | $3.3B | 10,522,677 | 1.07% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.6B | 8,482,882 | 0.83% | — |
| COST | COSTCO WHOLESALE CORPORATION | $2.4B | 2,766,241 | 0.77% | — |
| PGR | PROGRESSIVE CORP | $2.3B | 10,165,653 | 0.75% | — |
| HD | HOME DEPOT INC | $2.2B | 6,481,391 | 0.72% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $2.2B | 28,798,898 | 0.71% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.2B | 4,372,927 | 0.71% | — |
| ISRG | INTUITIVE SURGICAL INC | $2.2B | 3,812,663 | 0.70% | — |
| SYK | STRYKER CORPORATION | $2.1B | 6,052,989 | 0.69% | — |
| UNH | UNITEDHEALTH GROUP INC | $2.1B | 6,443,863 | 0.69% | — |
| IXUS | ISHARES TR | $2.1B | 24,661,661 | 0.68% | — |
| TJX | TJX COS INC NEW | $2.0B | 12,914,448 | 0.64% | — |
| MCK | MCKESSON CORP | $1.8B | 2,240,697 | 0.60% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.8B | 3,910,786 | 0.57% | — |
| JPM | JPMORGAN CHASE & CO | $1.7B | 5,192,793 | 0.54% | — |
| VRSK | VERISK ANALYTICS INC | $1.6B | 7,240,310 | 0.52% | — |
| ITOT | ISHARES TR | $1.6B | 10,650,612 | 0.51% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.6B | 5,008,665 | 0.51% | — |
| GE | GE AEROSPACE | $1.5B | 4,747,065 | 0.47% | — |
| TSLA | TESLA INC | $1.5B | 3,243,437 | 0.47% | — |
| JNJ | JOHNSON & JOHNSON | $1.4B | 6,948,656 | 0.47% | — |
| SHOP | SHOPIFY INC | $1.4B | 8,813,928 | 0.46% | — |
| AMAT | APPLIED MATLS INC | $1.4B | 5,466,276 | 0.45% | — |
| DIS | DISNEY WALT CO | $1.4B | 12,311,999 | 0.45% | — |
| VEEV | VEEVA SYS INC | $1.4B | 6,271,098 | 0.45% | — |
| BAC | BANK AMERICA CORP | $1.4B | 25,105,080 | 0.45% | — |
| TXN | TEXAS INSTRS INC | $1.3B | 7,631,442 | 0.43% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.3B | 5,101,809 | 0.42% | — |
| MA | MASTERCARD INCORPORATED | $1.3B | 2,286,947 | 0.42% | — |
| CBOE | CBOE GLOBAL MKTS INC | $1.3B | 5,061,323 | 0.41% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.3B | 2,190,608 | 0.41% | — |
| APP | APPLOVIN CORP | $1.3B | 1,880,716 | 0.41% | — |
| SCHW | SCHWAB CHARLES CORP | $1.3B | 12,529,509 | 0.41% | — |
| ABBV | ABBVIE INC | $1.2B | 5,416,509 | 0.40% | — |
| EMOP | AB ACTIVE ETFS INC | $1.2B | 30,355,259 | 0.40% | — |
| EXMOC | EXXON MOBIL CORP | $1.2B | 9,982,243 | 0.39% | — |
| MRK | MERCK & CO INC | $1.2B | 11,301,486 | 0.39% | — |
| WMT | WALMART INC | $1.2B | 10,512,677 | 0.38% | — |
| WFC | WELLS FARGO & CO | $1.2B | 12,532,684 | 0.38% | — |
| SHW | SHERWIN WILLIAMS CO | $1.2B | 3,574,736 | 0.38% | — |
| RDDT | REDDIT INC | $1.1B | 4,871,993 | 0.36% | — |
| NYM | AB ACTIVE ETFS INC | $1.1B | 44,552,589 | 0.36% | — |
| FWD | AB ACTIVE ETFS INC | $1.1B | 10,618,609 | 0.36% | — |
| QCOM | QUALCOMM INC | $1.1B | 6,301,487 | 0.35% | — |
| MSI | MOTOROLA SOLUTIONS INC | $1.1B | 2,794,638 | 0.35% | — |
| CSCO | CISCO SYS INC | $1.1B | 13,773,350 | 0.34% | — |
| ETN | EATON CORP PLC | $1.1B | 3,327,403 | 0.34% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.1B | 757,108 | 0.34% | — |
| AZN | ASTRAZENECA PLC | $1.0B | 5,279,565 | 0.33% | — |
| ILOW | AB ACTIVE ETFS INC | $1.0B | 24,056,619 | 0.33% | — |
| VOO | VANGUARD INDEX FDS | $981.4M | 1,564,983 | 0.32% | — |
| ABT | ABBOTT LABORATORIES | $977.0M | 7,798,129 | 0.32% | — |
| RTX | RTX CORPORATION | $959.8M | 5,233,109 | 0.31% | — |
| CORB | AB ACTIVE ETFS INC | $952.2M | 31,879,781 | 0.31% | — |
| URI | UNITED RENTALS INC | $914.3M | 1,129,724 | 0.30% | — |
| CELH | CELSIUS HLDGS INC | $905.3M | 19,792,620 | 0.29% | — |
| KO | COCA COLA CO | $902.8M | 12,914,054 | 0.29% | — |
| ORCL | ORACLE CORP | $891.5M | 4,573,844 | 0.29% | — |
| LRGC | AB ACTIVE ETFS INC | $872.1M | 11,218,554 | 0.28% | — |
| CAM | AB ACTIVE ETFS INC | $863.0M | 34,390,615 | 0.28% | — |
| DXCM | DEXCOM INC | $857.7M | 12,923,644 | 0.28% | — |
| ASML | ASML HLDG NV | $856.3M | 800,412 | 0.28% | — |
| BR | BROADRIDGE FINL SOLUTIONS IN | $828.7M | 3,713,490 | 0.27% | — |
| BUFC | AB ACTIVE ETFS INC | $825.0M | 19,962,831 | 0.27% | — |
| SAIA | SAIA INC | $816.1M | 2,499,330 | 0.26% | — |
| GS | GOLDMAN SACHS GROUP INC | $815.9M | 928,205 | 0.26% | — |
| PG | PROCTER & GAMBLE CO | $813.4M | 5,675,505 | 0.26% | — |
| WAT | WATERS CORP | $804.0M | 2,116,737 | 0.26% | — |
| SPGI | S&P GLOBAL INC | $803.2M | 1,536,897 | 0.26% | — |
| MDT | MEDTRONIC PLC | $751.3M | 7,821,069 | 0.24% | — |
| PCOR | PROCORE TECHNOLOGIES INC | $709.3M | 9,751,571 | 0.23% | — |
| YEAR | AB ACTIVE ETFS INC | $704.8M | 13,962,885 | 0.23% | — |
| GILD | GILEAD SCIENCES INC | $703.2M | 5,729,225 | 0.23% | — |
| TMUS | T-MOBILE US INC | $694.0M | 3,417,824 | 0.22% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $688.1M | 18,598,226 | 0.22% | — |
| AZO | AUTOZONE INC | $656.5M | 193,569 | 0.21% | — |
| XCHG | AB ACTIVE ETFS INC | $655.8M | 26,187,012 | 0.21% | — |
| CRM | SALESFORCE INC | $652.8M | 2,464,289 | 0.21% | — |
| RACE | FERRARI N V | $651.2M | 1,762,199 | 0.21% | — |
| IQV | IQVIA HLDGS INC | $648.9M | 2,878,897 | 0.21% | — |
| TOST | TOAST INC | $645.3M | 18,173,374 | 0.21% | — |
| PM | PHILIP MORRIS INTL INC | $616.2M | 3,841,383 | 0.20% | — |
| AEP | AMERICAN ELEC PWR CO INC | $609.2M | 5,283,217 | 0.20% | — |
| GEV | GE VERNOVA INC | $603.5M | 923,458 | 0.20% | — |
| MCD | MCDONALDS CORP | $595.3M | 1,947,901 | 0.19% | — |
| IEFA | ISHARES TR | $590.2M | 6,596,843 | 0.19% | — |
| INTU | INTUIT | $585.8M | 884,352 | 0.19% | — |
| NXPI | NXP SEMICONDUCTORS N V | $585.4M | 2,697,003 | 0.19% | — |
| LIN | LINDE PLC | $584.2M | 1,370,157 | 0.19% | — |
| COF | CAPITAL ONE FINL CORP | $580.6M | 2,395,715 | 0.19% | — |
| TAFI | AB ACTIVE ETFS INC | $571.4M | 22,667,195 | 0.19% | — |
| EOG | EOG RES INC | $569.7M | 5,425,445 | 0.18% | — |
| CVX | CHEVRON CORPORATION | $567.3M | 3,722,055 | 0.18% | — |
| LPLA | LPL FINL HLDGS INC | $561.5M | 1,571,998 | 0.18% | — |
| AMD | ADVANCED MICRO DEVICES INC | $551.7M | 2,576,111 | 0.18% | — |
| APH | AMPHENOL CORP | $550.7M | 4,074,952 | 0.18% | — |
| MANH | MANHATTAN ASSOCIATES INC | $539.9M | 3,115,087 | 0.17% | — |
| CAVA | CAVA GROUP INC | $539.1M | 9,185,954 | 0.17% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $517.2M | 2,909,875 | 0.17% | — |
| ITT | ITT INC | $509.7M | 2,937,589 | 0.17% | — |
| KLAC | KLA CORP | $509.6M | 419,437 | 0.17% | — |
| MS | MORGAN STANLEY | $509.3M | 2,868,763 | 0.16% | — |
| LRCX | LAM RESEARCH CORP | $507.8M | 2,966,378 | 0.16% | — |
| TXRH | TEXAS ROADHOUSE INC | $503.6M | 3,034,022 | 0.16% | — |
| MU | MICRON TECHNOLOGY INC | $491.2M | 1,720,961 | 0.16% | — |
| C | CITIGROUP INC | $485.3M | 4,158,860 | 0.16% | — |
| CAT | CATERPILLAR INC | $477.9M | 834,168 | 0.15% | — |
| IAU | ISHARES GOLD TR | $474.1M | 5,840,787 | 0.15% | — |
| IEMG | ISHARES INC | $467.0M | 6,947,510 | 0.15% | — |
| NEE | NEXTERA ENERGY INC | $465.0M | 5,791,740 | 0.15% | — |
| HONGBP | HONEYWELL INTL INC | $462.6M | 2,371,271 | 0.15% | — |
| LOW | LOWES COS INC | $462.1M | 1,916,231 | 0.15% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $461.9M | 677,294 | 0.15% | — |
| ZTS | ZOETIS INC | $457.1M | 3,633,318 | 0.15% | — |
| NOW | SERVICENOW INC | $449.2M | 2,932,110 | 0.15% | — |
| UNP | UNION PAC CORP | $449.1M | 1,941,327 | 0.15% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $436.6M | 1,473,999 | 0.14% | — |
| DE | DEERE & CO | $430.4M | 924,543 | 0.14% | — |
| PEP | PEPSICO INC | $425.1M | 2,962,194 | 0.14% | — |
| ALAB | ASTERA LABS INC | $418.0M | 2,512,695 | 0.14% | — |
| TSCO | TRACTOR SUPPLY CO | $416.2M | 8,322,947 | 0.13% | — |
| BKNG | BOOKING HOLDINGS INC | $410.4M | 76,632 | 0.13% | — |
| CSX | CSX CORP | $395.2M | 10,902,961 | 0.13% | — |
| GRMN | GARMIN LTD | $392.1M | 1,932,847 | 0.13% | — |
| VLTO | VERALTO CORP | $390.8M | 3,916,366 | 0.13% | — |
| T | AT&T INC | $387.6M | 15,603,737 | 0.13% | — |
| MMM | 3M CO | $387.1M | 2,417,723 | 0.13% | — |
| WELL | WELLTOWER INC | $377.7M | 2,035,089 | 0.12% | — |
| ADI | ANALOG DEVICES INC | $376.9M | 1,389,841 | 0.12% | — |
| USB | US BANCORP | $375.8M | 7,042,730 | 0.12% | — |
| BNDX | VANGUARD CHARLOTTE FDS | $370.1M | 7,658,510 | 0.12% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $368.0M | 5,891,488 | 0.12% | — |
| MRSH | MARSH & MCLENNAN COS INC | $367.6M | 1,981,282 | 0.12% | — |
| BUFM | AB ACTIVE ETFS INC | $361.4M | 9,251,176 | 0.12% | — |
| DLTR | DOLLAR TREE INC | $355.8M | 2,892,157 | 0.12% | — |
| ARGX | ARGENX SE | $355.1M | 422,304 | 0.11% | — |
| CTVA | CORTEVA INC | $349.9M | 5,220,517 | 0.11% | — |
| AEE | AMEREN CORP | $346.9M | 3,473,447 | 0.11% | — |
| CME | CME GROUP INC | $341.2M | 1,249,392 | 0.11% | — |
This table is the 150 largest positions by value, out of 3,228 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 ALLIANCEBERNSTEIN L.P. (CIK 1109448, accession 0001109448-26-000101). Every other 13F site is reading the same file.
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
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