13F holdings
Altshuler Shaham Ltd portfolio
Managed by . 408 reported positions worth $5.5B as of 2026-03-31, filed with the SEC on 2026-05-18. Parsed from the filing itself, not a reseller.
$5.5B
Book value
408
Positions
48%
Top 10 weight
+73
New this quarter
-42
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 48 days old on 2026-05-18, 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 (73)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| RIO | RIO TINTO PLC | $106.7M | 1,144,000 | 1.95% |
| ALB | ALBEMARLE CORP | $94.8M | 528,131 | 1.73% |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $50.2M | 620,000 | 0.91% |
| ISRG | INTUITIVE SURGICAL INC | $43.8M | 95,000 | 0.80% |
| ALAB | ASTERA LABS INC | $39.4M | 366,250 | 0.72% |
| DEO | DIAGEO PLC | $37.2M | 500,000 | 0.68% |
| NBIS | NEBIUS GROUP N.V. | $8.8M | 5,184,000 | 0.16% |
| COST | COSTCO WHSL CORP NEW | $2.6M | 2,618 | 0.05% |
| SPDR GOLD TR | SPDR GOLD TR | $1.8M | 18,835 | 0.03% |
| SOFI TECHNOLOGIES INC | SOFI TECHNOLOGIES INC | $1.7M | 280,000 | 0.03% |
| PTON | PELOTON INTERACTIVE INC | $1.6M | 369,568 | 0.03% |
| SNDK | SANDISK CORP | $1.3M | 11,655 | 0.02% |
| NB | NIOCORP DEVS LTD | $1.3M | 13,748 | 0.02% |
| EXPE 0 02/15/26 | EXPEDIA GROUP INC | $1.0M | 11,622 | 0.02% |
| IREN LIMITED | IREN LIMITED | $1.0M | 1,000,000 | 0.02% |
| AGX | ARGAN INC | $1.0M | 7,079 | 0.02% |
| ALPHABET INC | ALPHABET INC | $975,898 | 3,402 | 0.02% |
| LOW | LOWES COS INC | $790,829 | 3,347 | 0.01% |
| MYRG | MYR GROUP INC DEL | $559,841 | 1,983 | 0.01% |
| ARTELO BIOSCIENCES INC | ARTELO BIOSCIENCES INC | $484,194 | 889 | 0.01% |
| ITRI 0 03/15/26 | ITRON INC | $410,145 | 5,509 | 0.01% |
| COIN 0.5 06/01/26 | COINBASE GLOBAL INC | $275,485 | 160,000 | 0.01% |
| BARCLAYS BANK PLC | BARCLAYS BANK PLC | $269,888 | 250,000 | 0.00% |
| XYL | XYLEM INC | $48,756 | 408 | 0.00% |
| ONDAS HLDGS INC | ONDAS HLDGS INC | $14,272 | 3,200 | 0.00% |
Closed out (42)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| HONGBP | HONEYWELL INTL INC | $89.7M | 460,000 | 0.00% |
| MGIC | MAGIC SOFTWARE ENTERPRISES L | $6.6M | 252,899 | 0.00% |
| QBTS | D-WAVE QUANTUM INC | $1.0M | 38,500 | 0.00% |
| IONQ | IONQ INC | $942,270 | 21,000 | 0.00% |
| JPM | JPMORGAN CHASE & CO. | $721,773 | 2,240 | 0.00% |
| BAC | BANK AMERICA CORP | $706,750 | 12,850 | 0.00% |
| ONON | ON HLDG AG | $692,552 | 14,900 | 0.00% |
| RGTI | RIGETTI COMPUTING INC | $620,200 | 28,000 | 0.00% |
| ALAR | ALARUM TECHNOLOGIES LTD | $488,500 | 554,363 | 0.00% |
| AR | ANTERO RESOURCES CORP | $364,897 | 10,589 | 0.00% |
| GTLB | GITLAB INC | $337,770 | 9,000 | 0.00% |
| GS | GOLDMAN SACHS GROUP INC | $319,956 | 364 | 0.00% |
| ONDS | ONDAS HLDGS INC | $233,264 | 23,900 | 0.00% |
| NUE | NUCOR CORP | $183,825 | 1,127 | 0.00% |
| CLSKW | CLEANSPARK INC | $77,126 | 100,000 | 0.00% |
| S3P | SAPIENS INTL CORP N V | $18,585 | 425 | 0.00% |
| HPQ | HP INC | $16,710 | 750 | 0.00% |
| 8QR | CONFLUENT INC | $5,836 | 193 | 0.00% |
| PEGA | PEGASYSTEMS INC | $4,479 | 75 | 0.00% |
| HWM | HOWMET AEROSPACE INC | $4,305 | 21 | 0.00% |
| AWI | ARMSTRONG WORLD INDS INC NEW | $4,204 | 22 | 0.00% |
| CNS | COHEN & STEERS INC | $4,143 | 66 | 0.00% |
| YELP | YELP INC | $4,133 | 136 | 0.00% |
| MCRI | MONARCH CASINO & RESORT INC | $4,115 | 43 | 0.00% |
| MCO | MOODYS CORP | $4,087 | 8 | 0.00% |
Added to (159)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $334.6M | 11,463,621 | 6.10% | +35% |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $311.6M | 4,712,641 | 5.68% | +705% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $158.4M | 1,007,291 | 2.89% | +2% |
| AAPL | APPLE INC | $150.2M | 591,698 | 2.74% | +165% |
| AVGO | BROADCOM INC | $134.5M | 434,535 | 2.45% | +244% |
| PANW | PALO ALTO NETWORKS INC | $121.6M | 758,781 | 2.22% | +28276% |
| NVDA | NVIDIA CORPORATION | $111.1M | 637,236 | 2.03% | +13384% |
| NEE | NEXTERA ENERGY INC | $108.9M | 1,172,972 | 1.99% | +21% |
| LYFT | LYFT INC | $101.9M | 7,662,027 | 1.86% | +52% |
| QCOM | QUALCOMM INC | $96.2M | 747,220 | 1.75% | +227% |
| NFLX | NETFLIX INC | $86.1M | 895,060 | 1.57% | +109% |
| ARM | ARM HOLDINGS PLC | $72.4M | 478,289 | 1.32% | +212% |
| TSEM | TOWER SEMICONDUCTOR LTD | $58.0M | 340,108 | 1.06% | +1176% |
| APP | APPLOVIN CORP | $50.9M | 127,810 | 0.93% | +11487% |
| DELEK LOGISTICS PARTNERS | DELEK LOGISTICS PARTNERS LP | $48.3M | 144,218 | 0.88% | +498% |
Trimmed (123)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PERI | PERION NETWORK LTD | $10 | 1 | 0.00% | -100% |
| ADBE | ADOBE INC | $12,640 | 52 | 0.00% | -100% |
| MELI | MERCADOLIBRE INC | $6,916 | 4 | 0.00% | -100% |
| GAUZ | GAUZY LTD | $1 | 1 | 0.00% | -100% |
| FIVN | FIVE9 INC | $15 | 1 | 0.00% | -100% |
| OXY | OCCIDENTAL PETE CORP | $65 | 1 | 0.00% | -100% |
| AI | C3 AI INC | $1,120 | 133 | 0.00% | -100% |
| FTNT | FORTINET INC | $2,452 | 30 | 0.00% | -100% |
| LPSNUSD | LIVEPERSON INC | $5 | 2 | 0.00% | -100% |
| ENTG | ENTEGRIS INC | $718,916 | 6,132 | 0.01% | -100% |
| BKNG | BOOKING HOLDINGS INC | $4,210 | 1 | 0.00% | -99% |
| EBAY | EBAY INC. | $1.6M | 17,810 | 0.03% | -99% |
| UNH | UNITEDHEALTH GROUP INC | $271 | 1 | 0.00% | -99% |
| MSFT | MICROSOFT CORP | $4.1M | 11,123 | 0.08% | -98% |
| NTR | NUTRIEN LTD | $2.2M | 29,405 | 0.04% | -98% |
The book
Largest 150 of 408 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $487.8M | 1,443,412 | 8.89% | — |
| ESLT | ELBIT SYS LTD | $380.0M | 456,061 | 6.93% | — |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $334.6M | 11,463,621 | 6.10% | — |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $311.6M | 4,712,641 | 5.68% | — |
| AMZN | AMAZON COM INC | $245.4M | 1,178,341 | 4.47% | — |
| GOOGL | ALPHABET INC | $206.4M | 717,755 | 3.76% | — |
| ORCL | ORACLE CORP | $194.8M | 1,324,210 | 3.55% | — |
| UBER | UBER TECHNOLOGIES INC | $179.1M | 2,490,460 | 3.27% | — |
| EXE | EXPAND ENERGY CORPORATION | $162.4M | 1,479,000 | 2.96% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $158.4M | 1,007,291 | 2.89% | — |
| AAPL | APPLE INC | $150.2M | 591,698 | 2.74% | — |
| BABA | ALIBABA GROUP HLDG LTD | $137.3M | 1,094,619 | 2.50% | — |
| AVGO | BROADCOM INC | $134.5M | 434,535 | 2.45% | — |
| PANW | PALO ALTO NETWORKS INC | $121.6M | 758,781 | 2.22% | — |
| CRH | CRH PLC | $119.3M | 1,135,000 | 2.17% | — |
| ICL | ICL GROUP LTD | $114.0M | 22,277,813 | 2.08% | — |
| NVDA | NVIDIA CORPORATION | $111.1M | 637,236 | 2.03% | — |
| NEE | NEXTERA ENERGY INC | $108.9M | 1,172,972 | 1.99% | — |
| RIO | RIO TINTO PLC | $106.7M | 1,144,000 | 1.95% | — |
| LYFT | LYFT INC | $101.9M | 7,662,027 | 1.86% | — |
| QCOM | QUALCOMM INC | $96.2M | 747,220 | 1.75% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $95.3M | 393,030 | 1.74% | — |
| ALB | ALBEMARLE CORP | $94.8M | 528,131 | 1.73% | — |
| CSCO | CISCO SYS INC | $89.4M | 1,151,949 | 1.63% | — |
| NFLX | NETFLIX INC | $86.1M | 895,060 | 1.57% | — |
| TRMB | TRIMBLE INC | $74.0M | 1,134,000 | 1.35% | — |
| ZM | ZOOM COMMUNICATIONS INC | $73.2M | 910,721 | 1.33% | — |
| ARM | ARM HOLDINGS PLC | $72.4M | 478,289 | 1.32% | — |
| ADI | ANALOG DEVICES INC | $68.4M | 214,990 | 1.25% | — |
| CHKP | CHECK POINT SOFTWARE TECH LT | $67.3M | 470,784 | 1.23% | — |
| TSEM | TOWER SEMICONDUCTOR LTD | $58.0M | 340,108 | 1.06% | — |
| APP | APPLOVIN CORP | $50.9M | 127,810 | 0.93% | — |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $50.2M | 620,000 | 0.91% | — |
| DELEK LOGISTICS PARTNERS | DELEK LOGISTICS PARTNERS LP | $48.3M | 144,218 | 0.88% | — |
| ISRG | INTUITIVE SURGICAL INC | $43.8M | 95,000 | 0.80% | — |
| SHOP | SHOPIFY INC | $43.5M | 366,338 | 0.79% | — |
| LGIH | LGI HOMES INC | $43.0M | 1,087,263 | 0.78% | — |
| ALAB | ASTERA LABS INC | $39.4M | 366,250 | 0.72% | — |
| DEO | DIAGEO PLC | $37.2M | 500,000 | 0.68% | — |
| HOOD | ROBINHOOD MKTS INC | $36.4M | 524,588 | 0.66% | — |
| ARCC | ARES CAPITAL CORP | $29.7M | 1,650,000 | 0.54% | — |
| ORA | ORMAT TECHNOLOGIES INC | $28.3M | 254,625 | 0.51% | — |
| TW | TRADEWEB MKTS INC | $24.1M | 205,000 | 0.44% | — |
| BXSL | BLACKSTONE SECD LENDING FD | $17.8M | 750,000 | 0.32% | — |
| KENON HLDGS LTD | KENON HLDGS LTD | $15.5M | 189,228 | 0.28% | — |
| ETOR | ETORO GROUP LTD | $10.5M | 350,717 | 0.19% | — |
| NVMI | NOVA LTD | $9.2M | 21,351 | 0.17% | — |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $9.1M | 650,437 | 0.17% | — |
| NBIS | NEBIUS GROUP N.V. | $8.8M | 5,184,000 | 0.16% | — |
| GEV | GE VERNOVA INC | $8.8M | 10,102 | 0.16% | — |
| PFLT | PENNANTPARK FLOATING RATE CA | $8.3M | 1,029,172 | 0.15% | — |
| FCX | FREEPORT-MCMORAN INC | $6.9M | 117,991 | 0.13% | — |
| GILT | GILAT SATELLITE NETWORKS LTD | $6.7M | 452,242 | 0.12% | — |
| ODD | ODDITY TECH LTD | $6.6M | 492,219 | 0.12% | — |
| TSLX | SIXTH STREET SPECIALTY LENDI | $5.5M | 301,460 | 0.10% | — |
| PWR | QUANTA SVCS INC | $5.1M | 9,309 | 0.09% | — |
| MSFT | MICROSOFT CORP | $4.1M | 11,123 | 0.08% | — |
| SN | SHARKNINJA INC | $4.0M | 37,627 | 0.07% | — |
| ETN | EATON CORP PLC | $3.8M | 10,641 | 0.07% | — |
| IREN | IREN LIMITED | $3.7M | 1,400,000 | 0.07% | — |
| CAT | CATERPILLAR INC | $3.6M | 5,096 | 0.07% | — |
| TLN | TALEN ENERGY CORP | $3.4M | 10,774 | 0.06% | — |
| UPB | UPSTREAM BIO INC | $3.4M | 380,061 | 0.06% | — |
| NRG | NRG ENERGY INC | $3.4M | 23,228 | 0.06% | — |
| DDOG | DATADOG INC | $3.4M | 28,694 | 0.06% | — |
| AEP | AMERICAN ELEC PWR CO INC | $3.2M | 24,692 | 0.06% | — |
| CEG | CONSTELLATION ENERGY CORP | $3.2M | 11,538 | 0.06% | — |
| WMT | WALMART INC | $3.2M | 25,444 | 0.06% | — |
| VST | VISTRA CORP | $3.0M | 20,252 | 0.06% | — |
| MTZ | MASTEC INC | $3.0M | 9,223 | 0.05% | — |
| COST | COSTCO WHSL CORP NEW | $2.6M | 2,618 | 0.05% | — |
| NICE | NICE LTD | $2.5M | 22,556 | 0.05% | — |
| FIX | COMFORT SYS USA INC | $2.4M | 1,766 | 0.04% | — |
| NXT | NEXTRACKER INC | $2.4M | 19,836 | 0.04% | — |
| NTR | NUTRIEN LTD | $2.2M | 29,405 | 0.04% | — |
| TSLA | TESLA INC | $2.1M | 5,753 | 0.04% | — |
| ABNB | AIRBNB INC | $2.1M | 16,617 | 0.04% | — |
| KMI | KINDER MORGAN INC DEL | $2.1M | 62,236 | 0.04% | — |
| FSLR | FIRST SOLAR INC | $2.1M | 10,485 | 0.04% | — |
| NYAX | NAYAX LTD | $2.0M | 36,220 | 0.04% | — |
| CCJ | CAMECO CORP | $2.0M | 18,557 | 0.04% | — |
| CRWV | COREWEAVE INC | $2.0M | 2,000,000 | 0.04% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.0M | 4,078 | 0.04% | — |
| HLN | HALEON PLC | $2.0M | 196,378 | 0.04% | — |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1.9M | 28,933 | 0.04% | — |
| SO | SOUTHERN CO | $1.9M | 19,643 | 0.03% | — |
| D | DOMINION ENERGY INC | $1.9M | 30,011 | 0.03% | — |
| NET | CLOUDFLARE INC | $1.8M | 8,690 | 0.03% | — |
| SPDR GOLD TR | SPDR GOLD TR | $1.8M | 18,835 | 0.03% | — |
| SOFI TECHNOLOGIES INC | SOFI TECHNOLOGIES INC | $1.7M | 280,000 | 0.03% | — |
| LNG | CHENIERE ENERGY INC | $1.6M | 5,803 | 0.03% | — |
| INMD | INMODE LTD | $1.6M | 119,900 | 0.03% | — |
| EBAY | EBAY INC. | $1.6M | 17,810 | 0.03% | — |
| PTON | PELOTON INTERACTIVE INC | $1.6M | 369,568 | 0.03% | — |
| META | META PLATFORMS INC | $1.6M | 2,755 | 0.03% | — |
| EME | EMCOR GROUP INC | $1.6M | 2,129 | 0.03% | — |
| GLW | CORNING INC | $1.5M | 10,979 | 0.03% | — |
| SNDK | SANDISK CORP | $1.3M | 11,655 | 0.02% | — |
| HUBB | HUBBELL INC | $1.3M | 2,594 | 0.02% | — |
| NB | NIOCORP DEVS LTD | $1.3M | 13,748 | 0.02% | — |
| SHEL | SHELL PLC | $1.2M | 13,109 | 0.02% | — |
| REYN | REYNOLDS CONSUMER PRODS INC | $1.2M | 5,935 | 0.02% | — |
| FLNC | FLUENCE ENERGY INC | $1.2M | 84,150 | 0.02% | — |
| ETR | ENTERGY CORP NEW | $1.2M | 10,298 | 0.02% | — |
| CTRA | COTERRA ENERGY INC | $1.1M | 32,581 | 0.02% | — |
| AA | ALCOA CORP | $1.1M | 16,999 | 0.02% | — |
| CAMT | CAMTEK LTD | $1.1M | 7,296 | 0.02% | — |
| VYGR | VOYAGER THERAPEUTICS INC | $1.1M | 273,925 | 0.02% | — |
| BWXT | BWX TECHNOLOGIES INC | $1.1M | 5,142 | 0.02% | — |
| EXPE 0 02/15/26 | EXPEDIA GROUP INC | $1.0M | 11,622 | 0.02% | — |
| IREN LIMITED | IREN LIMITED | $1.0M | 1,000,000 | 0.02% | — |
| TERAWULF INC | TERAWULF INC | $1.0M | 825,000 | 0.02% | — |
| WMB | WILLIAMS COS INC | $1.0M | 14,084 | 0.02% | — |
| AGX | ARGAN INC | $1.0M | 7,079 | 0.02% | — |
| CW | CURTISS WRIGHT CORP | $987,624 | 1,450 | 0.02% | — |
| UEC | URANIUM ENERGY CORP | $987,174 | 73,124 | 0.02% | — |
| CIFR 1.75 05/15/30 | CIPHER MINING INC | $982,564 | 875,000 | 0.02% | — |
| XEL | XCEL ENERGY INC | $980,051 | 12,337 | 0.02% | — |
| ALPHABET INC | ALPHABET INC | $975,898 | 3,402 | 0.02% | — |
| UPST | UPSTART HLDGS INC | $969,570 | 37,800 | 0.02% | — |
| DUOL | DUOLINGO INC | $967,070 | 9,811 | 0.02% | — |
| NXDR | NEXTDOOR HOLDINGS INC | $932,400 | 666,000 | 0.02% | — |
| FORTY | FORMULA SYSTEMS 1985 LTD | $926,349 | 7,742 | 0.02% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $925,514 | 11,766 | 0.02% | — |
| WEC | WEC ENERGY GROUP INC | $920,719 | 7,953 | 0.02% | — |
| OPEN | OPENDOOR TECHNOLOGIES INC | $883,679 | 198,605 | 0.02% | — |
| NIOBW | NIOCORP DEVS LTD | $820,798 | 479,999 | 0.01% | — |
| SRE | SEMPRA | $817,588 | 8,414 | 0.01% | — |
| GRBK | GREEN BRICK PARTNERS INC | $812,070 | 12,600 | 0.01% | — |
| LOW | LOWES COS INC | $790,829 | 3,347 | 0.01% | — |
| MRNA | MODERNA INC | $767,080 | 15,100 | 0.01% | — |
| BDC | BELDEN INC | $764,265 | 16,916 | 0.01% | — |
| BE | BLOOM ENERGY CORP | $761,860 | 5,623 | 0.01% | — |
| ENTG | ENTEGRIS INC | $718,916 | 6,132 | 0.01% | — |
| LEN | LENNAR CORP | $703,404 | 8,100 | 0.01% | — |
| DHI | D R HORTON INC | $699,822 | 5,100 | 0.01% | — |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $649,786 | 8,027 | 0.01% | — |
| NXE | NEXGEN ENERGY LTD | $646,862 | 55,764 | 0.01% | — |
| BLDR | BUILDERS FIRSTSOURCE INC | $625,708 | 7,600 | 0.01% | — |
| VNT | VONTIER CORPORATION | $575,430 | 16,223 | 0.01% | — |
| MYRG | MYR GROUP INC DEL | $559,841 | 1,983 | 0.01% | — |
| LEU | CENTRUS ENERGY CORP | $521,464 | 3,004 | 0.01% | — |
| TLRYEUR | TILRAY BRANDS INC | $508,109 | 78,533 | 0.01% | — |
| ARTELO BIOSCIENCES INC | ARTELO BIOSCIENCES INC | $484,194 | 889 | 0.01% | — |
| AISPW | AIRSHIP AI HLDGS INC | $471,684 | 664,999 | 0.01% | — |
| S | SENTINELONE INC | $463,680 | 36,000 | 0.01% | — |
| PLUG | PLUG POWER INC | $426,112 | 400,000 | 0.01% | — |
| SNOW | SNOWFLAKE INC | $418,224 | 2,773 | 0.01% | — |
| ITRI 0 03/15/26 | ITRON INC | $410,145 | 5,509 | 0.01% | — |
| ENPH | ENPHASE ENERGY INC | $340,290 | 9,000 | 0.01% | — |
This table is the 150 largest positions by value, out of 408 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.
This manager also disclosed 35 options positions with a combined notional of $53.9M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
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 Altshuler Shaham Ltd (CIK 1324290, accession 0001213900-26-058122). 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.
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