13F holdings
Artisan Partners Limited Partnership portfolio
Managed by . 328 reported positions worth $61.3B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$61.3B
Book value
328
Positions
25%
Top 10 weight
+38
New this quarter
-36
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 43 days old on 2026-05-13, 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 (38)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CPNG | COUPANG INC | $635.7M | 33,669,665 | 1.04% |
| PH | PARKER-HANNIFIN CORP | $111.3M | 124,297 | 0.18% |
| HTHT | H WORLD GROUP LTD | $81.5M | 1,619,778 | 0.13% |
| RKT | ROCKET COS INC | $74.1M | 5,197,983 | 0.12% |
| SITM | SITIME CORP | $67.7M | 196,007 | 0.11% |
| TW | TRADEWEB MKTS INC | $62.5M | 530,801 | 0.10% |
| LMT | LOCKHEED MARTIN CORP | $56.0M | 92,662 | 0.09% |
| MU | MICRON TECHNOLOGY INC | $46.2M | 136,703 | 0.08% |
| RKLB | ROCKET LAB CORP | $45.5M | 708,101 | 0.07% |
| ONTO | ONTO INNOVATION INC | $37.3M | 182,031 | 0.06% |
| BRO | BROWN & BROWN INC | $33.0M | 506,724 | 0.05% |
| VLTO | VERALTO CORP | $32.9M | 372,199 | 0.05% |
| MDA | MDA SPACE LTD | $32.8M | 1,293,000 | 0.05% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $32.7M | 83,472 | 0.05% |
| DNTH | DIANTHUS THERAPEUTICS INC | $32.1M | 382,121 | 0.05% |
| ACAD | ACADIA PHARMACEUTICALS INC | $29.6M | 1,331,813 | 0.05% |
| RJF | RAYMOND JAMES FINL INC | $28.3M | 195,666 | 0.05% |
| PAYX | PAYCHEX INC | $27.6M | 299,664 | 0.05% |
| BWIN | THE BALDWIN INSURANCE GRP IN | $26.7M | 1,217,970 | 0.04% |
| MRCY | MERCURY SYS INC | $25.8M | 354,265 | 0.04% |
| CRCL | CIRCLE INTERNET GROUP INC | $23.9M | 250,076 | 0.04% |
| PLTR | PALANTIR TECHNOLOGIES INC | $22.8M | 156,084 | 0.04% |
| KRMN | KARMAN HLDGS INC | $21.4M | 267,574 | 0.03% |
| DNLI | DENALI THERAPEUTICS INC | $21.1M | 1,099,719 | 0.03% |
| AKAM | AKAMAI TECHNOLOGIES INC | $20.4M | 177,406 | 0.03% |
Closed out (36)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $439.1M | 7,520,682 | 0.00% |
| DHR | DANAHER CORPORATION | $317.3M | 1,386,008 | 0.00% |
| PEN | PENUMBRA INC | $184.7M | 594,112 | 0.00% |
| HUM | HUMANA INC | $175.4M | 684,778 | 0.00% |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $120.9M | 15,201,766 | 0.00% |
| ARES | ARES MANAGEMENT CORPORATION | $110.3M | 682,601 | 0.00% |
| VST | VISTRA CORP | $110.2M | 683,228 | 0.00% |
| SNPS | SYNOPSYS INC | $97.4M | 207,349 | 0.00% |
| JBTM | JBT MAREL CORPORATION | $85.1M | 564,745 | 0.00% |
| ROK | ROCKWELL AUTOMATION INC | $84.9M | 218,176 | 0.00% |
| ROKU | ROKU INC | $62.7M | 577,646 | 0.00% |
| CEG | CONSTELLATION ENERGY CORP | $59.3M | 167,987 | 0.00% |
| AXON | AXON ENTERPRISE INC | $54.3M | 95,671 | 0.00% |
| NDAQ | NASDAQ INC | $52.2M | 537,103 | 0.00% |
| WELL | WELLTOWER INC | $48.8M | 262,930 | 0.00% |
| AYI | ACUITY INC | $48.2M | 134,004 | 0.00% |
| HLNE | HAMILTON LANE INC | $38.8M | 288,827 | 0.00% |
| CRBG | COREBRIDGE FINL INC | $35.1M | 1,164,081 | 0.00% |
| PINS | PINTEREST INC | $30.6M | 1,180,460 | 0.00% |
| MTB | M & T BK CORP | $27.3M | 135,518 | 0.00% |
| EG | EVEREST GROUP LTD | $25.0M | 73,795 | 0.00% |
| FN | FABRINET | $24.5M | 53,742 | 0.00% |
| FROG | JFROG LTD | $21.5M | 344,226 | 0.00% |
| CHKP | CHECK POINT SOFTWARE TECH LT | $18.4M | 99,287 | 0.00% |
| LEU | CENTRUS ENERGY CORP | $18.3M | 75,179 | 0.00% |
Added to (114)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BNY | BANK NEW YORK MELLON CORP | $1.8B | 15,475,573 | 2.99% | +5% |
| SCHW | SCHWAB CHARLES CORP | $1.6B | 17,451,048 | 2.68% | +1% |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.5B | 5,127,175 | 2.45% | +2% |
| AXP | AMERICAN EXPRESS CO | $1.4B | 4,593,883 | 2.27% | +2% |
| AMZN | AMAZON COM INC | $1.1B | 5,418,628 | 1.84% | +17% |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.1B | 3,786,617 | 1.80% | +9% |
| INSM | INSMED INC | $1.1B | 6,527,301 | 1.74% | +35% |
| PGR | PROGRESSIVE CORP | $1.0B | 5,209,004 | 1.68% | +11% |
| ICLR | ICON PLC | $916.1M | 8,278,945 | 1.49% | +20% |
| IQV | IQVIA HLDGS INC | $862.7M | 5,058,865 | 1.41% | +50% |
| MRSH | MARSH & MCLENNAN COS INC | $845.7M | 4,875,857 | 1.38% | +45% |
| AXTA | AXALTA COATING SYS LTD | $797.7M | 28,796,203 | 1.30% | +129% |
| AVGO | BROADCOM INC | $635.9M | 2,054,574 | 1.04% | +30% |
| SPOT | SPOTIFY TECHNOLOGY S A | $633.3M | 1,306,047 | 1.03% | +34% |
| CBRE | CBRE GROUP INC | $536.2M | 3,957,996 | 0.87% | +1% |
Trimmed (163)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $516,757 | 1,396 | 0.00% | -100% |
| BSX | BOSTON SCIENTIFIC CORP | $2.8M | 44,384 | 0.00% | -98% |
| PSN | PARSONS CORP DEL | $5.4M | 99,547 | 0.01% | -96% |
| NFLX | NETFLIX INC. | $35.1M | 364,887 | 0.06% | -92% |
| SPGI | S&P GLOBAL INC | $72.7M | 170,895 | 0.12% | -75% |
| TTAN | SERVICETITAN INC | $36.4M | 573,859 | 0.06% | -65% |
| SNOW | SNOWFLAKE INC | $100.0M | 662,734 | 0.16% | -64% |
| MC | MOELIS & CO | $7.3M | 128,399 | 0.01% | -63% |
| FLEXTRONICS INTL LTD | FLEXTRONICS INTL LTD | $35.9M | 548,306 | 0.06% | -62% |
| AAPL | APPLE INC | $155.5M | 612,826 | 0.25% | -60% |
| ORCL | ORACLE CORP | $141.8M | 963,824 | 0.23% | -58% |
| CRH | CRH PLC | $85.8M | 816,200 | 0.14% | -55% |
| PPL | PPL CORP | $208,687 | 5,463 | 0.00% | -53% |
| COHR | COHERENT CORP | $76.9M | 322,874 | 0.13% | -51% |
| NTRA | NATERA INC | $3.7M | 18,509 | 0.01% | -50% |
The book
Largest 150 of 328 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| ACGL | ARCH CAP GROUP LTD | $2.2B | 22,666,011 | 3.55% | — |
| BNY | BANK NEW YORK MELLON CORP | $1.8B | 15,475,573 | 2.99% | — |
| SCHW | SCHWAB CHARLES CORP | $1.6B | 17,451,048 | 2.68% | — |
| GOOGL | ALPHABET INC | $1.6B | 5,620,213 | 2.64% | — |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.5B | 5,127,175 | 2.45% | — |
| AXP | AMERICAN EXPRESS CO | $1.4B | 4,593,883 | 2.27% | — |
| META | META PLATFORMS INC | $1.3B | 2,342,672 | 2.19% | — |
| C | CITIGROUP INC | $1.3B | 11,497,962 | 2.13% | — |
| GRMN | GARMIN LTD | $1.3B | 5,519,637 | 2.09% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.2B | 2,605,656 | 2.04% | — |
| SU | SUNCOR ENERGY INC NEW | $1.1B | 17,262,055 | 1.86% | — |
| AMZN | AMAZON COM INC | $1.1B | 5,418,628 | 1.84% | — |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1.1B | 3,786,617 | 1.80% | — |
| LRCX | LAM RESEARCH CORP | $1.1B | 5,029,666 | 1.75% | — |
| ARGX | ARGENX SE | $1.1B | 1,467,982 | 1.75% | — |
| INSM | INSMED INC | $1.1B | 6,527,301 | 1.74% | — |
| PGR | PROGRESSIVE CORP | $1.0B | 5,209,004 | 1.68% | — |
| ICLR | ICON PLC | $916.1M | 8,278,945 | 1.49% | — |
| IQV | IQVIA HLDGS INC | $862.7M | 5,058,865 | 1.41% | — |
| MRSH | MARSH & MCLENNAN COS INC | $845.7M | 4,875,857 | 1.38% | — |
| AXTA | AXALTA COATING SYS LTD | $797.7M | 28,796,203 | 1.30% | — |
| BKR | BAKER HUGHES COMPANY | $754.1M | 12,352,083 | 1.23% | — |
| ASCENDIS PHARMA A/S | ASCENDIS PHARMA A/S | $738.8M | 3,230,188 | 1.21% | — |
| NOK | NOKIA CORP | $734.0M | 91,298,033 | 1.20% | — |
| WST | WEST PHARMACEUTICAL SVSC INC | $666.2M | 2,657,893 | 1.09% | — |
| AVGO | BROADCOM INC | $635.9M | 2,054,574 | 1.04% | — |
| CPNG | COUPANG INC | $635.7M | 33,669,665 | 1.04% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $633.3M | 1,306,047 | 1.03% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $608.6M | 1,763,242 | 0.99% | — |
| GEV | GE VERNOVA INC | $606.2M | 694,413 | 0.99% | — |
| CBRE | CBRE GROUP INC | $536.2M | 3,957,996 | 0.87% | — |
| AON | AON PLC | $530.7M | 1,644,152 | 0.87% | — |
| SHOP | SHOPIFY INC | $517.4M | 4,362,111 | 0.84% | — |
| WWD | WOODWARD INC | $504.4M | 1,409,344 | 0.82% | — |
| HSIC | SCHEIN HENRY INC | $484.4M | 6,573,023 | 0.79% | — |
| LIN | LINDE PLC | $457.1M | 921,970 | 0.75% | — |
| SE | SEA LTD | $443.4M | 5,354,463 | 0.72% | — |
| RTX | RTX CORPORATION | $438.7M | 2,274,209 | 0.72% | — |
| EW | EDWARDS LIFESCIENCES CORP | $416.5M | 5,201,144 | 0.68% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $402.9M | 1,192,157 | 0.66% | — |
| NVDA | NVIDIA CORPORATION | $365.9M | 2,098,045 | 0.60% | — |
| JPM | JPMORGAN CHASE & CO | $358.5M | 1,218,651 | 0.58% | — |
| CNH | CNH INDL N V | $344.7M | 31,333,813 | 0.56% | — |
| SGI | SOMNIGROUP INTERNATIONAL INC | $342.2M | 4,629,325 | 0.56% | — |
| WMB | WILLIAMS COS INC | $336.4M | 4,621,865 | 0.55% | — |
| RBLX | ROBLOX CORP | $328.7M | 5,812,398 | 0.54% | — |
| COR | CENCORA INC | $325.2M | 1,035,185 | 0.53% | — |
| AMD | ADVANCED MICRO DEVICES INC | $313.5M | 1,541,203 | 0.51% | — |
| RBC | RBC BEARINGS INC | $313.0M | 576,225 | 0.51% | — |
| DASH | DOORDASH INC | $310.5M | 2,068,019 | 0.51% | — |
| TWST | TWIST BIOSCIENCE CORP | $302.6M | 6,367,777 | 0.49% | — |
| MDB | MONGODB INC | $300.4M | 1,227,170 | 0.49% | — |
| MDLN | MEDLINE INC | $295.0M | 6,629,443 | 0.48% | — |
| FIX | COMFORT SYS USA INC | $287.1M | 208,177 | 0.47% | — |
| V | VISA INC | $279.4M | 924,516 | 0.46% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $278.7M | 3,004,182 | 0.45% | — |
| USFD | US FOODS HLDG CORP | $278.5M | 3,020,204 | 0.45% | — |
| XYL | XYLEM INC | $271.9M | 2,275,214 | 0.44% | — |
| ST | SENSATA TECHNOLOGIES HLDG PL | $261.6M | 7,428,537 | 0.43% | — |
| APG | API GROUP CORP | $257.2M | 6,347,427 | 0.42% | — |
| COF | CAPITAL ONE FINL CORP | $245.3M | 1,344,848 | 0.40% | — |
| MELI | MERCADOLIBRE INC | $244.2M | 141,258 | 0.40% | — |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $232.5M | 1,047,159 | 0.38% | — |
| CARR | CARRIER GLOBAL CORPORATION | $223.7M | 3,973,094 | 0.36% | — |
| LLY | ELI LILLY & CO | $220.8M | 240,038 | 0.36% | — |
| BWXT | BWX TECHNOLOGIES INC | $216.6M | 1,059,209 | 0.35% | — |
| MOD | MODINE MFG CO | $214.1M | 987,893 | 0.35% | — |
| ADI | ANALOG DEVICES INC | $205.1M | 644,781 | 0.33% | — |
| ETN | EATON CORP PLC | $197.8M | 553,010 | 0.32% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $195.9M | 1,284,355 | 0.32% | — |
| GS | GOLDMAN SACHS GROUP INC | $194.7M | 230,175 | 0.32% | — |
| SLB | SLB LIMITED | $194.6M | 3,785,859 | 0.32% | — |
| EOG | EOG RES INC | $193.6M | 1,338,949 | 0.32% | — |
| AJG | GALLAGHER ARTHUR J & CO | $191.7M | 884,899 | 0.31% | — |
| FITB | FIFTH THIRD BANCORP | $188.4M | 4,054,382 | 0.31% | — |
| WFC | WELLS FARGO & CO | $184.3M | 2,314,797 | 0.30% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $181.9M | 2,139,982 | 0.30% | — |
| TYL | TYLER TECHNOLOGIES INC | $181.6M | 530,353 | 0.30% | — |
| VCYT | VERACYTE INC | $177.0M | 5,496,370 | 0.29% | — |
| PM | PHILIP MORRIS INTL INC | $172.1M | 1,041,116 | 0.28% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $171.3M | 1,145,240 | 0.28% | — |
| IRTC | IRHYTHM HOLDINGS INC | $171.2M | 1,450,907 | 0.28% | — |
| GOOG | ALPHABET INC | $166.5M | 580,526 | 0.27% | — |
| MPWR | MONOLITHIC PWR SYS INC | $165.0M | 150,873 | 0.27% | — |
| VIK | VIKING HOLDINGS LTD | $160.0M | 2,177,225 | 0.26% | — |
| WAT | WATERS CORP | $159.2M | 534,576 | 0.26% | — |
| TXN | TEXAS INSTRS INC | $158.5M | 816,639 | 0.26% | — |
| AS | AMER SPORTS INC | $156.0M | 4,738,498 | 0.25% | — |
| AAPL | APPLE INC | $155.5M | 612,826 | 0.25% | — |
| FANG | DIAMONDBACK ENERGY INC | $154.6M | 781,441 | 0.25% | — |
| IONS | IONIS PHARMACEUTICALS INC | $154.6M | 2,058,308 | 0.25% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $153.8M | 312,822 | 0.25% | — |
| UNP | UNION PAC CORP | $152.1M | 626,963 | 0.25% | — |
| CRM | SALESFORCE INC | $148.5M | 795,539 | 0.24% | — |
| ACN | ACCENTURE PLC IRELAND | $147.2M | 742,203 | 0.24% | — |
| PODD | INSULET CORP | $145.4M | 692,974 | 0.24% | — |
| ORCL | ORACLE CORP | $141.8M | 963,824 | 0.23% | — |
| UPS | UNITED PARCEL SVCS INC | $139.4M | 1,417,333 | 0.23% | — |
| BAC | BANK AMERICA CORP | $139.3M | 2,857,837 | 0.23% | — |
| NET | CLOUDFLARE INC | $137.9M | 668,158 | 0.22% | — |
| PNC | PNC FINL SVCS GROUP INC | $135.4M | 650,690 | 0.22% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $135.3M | 346,469 | 0.22% | — |
| LIVN | LIVANOVA PLC | $134.9M | 2,122,816 | 0.22% | — |
| NU | NU HLDGS LTD | $134.2M | 9,335,931 | 0.22% | — |
| ABNB | AIRBNB INC | $132.3M | 1,047,700 | 0.22% | — |
| BKNG | BOOKING HOLDINGS INC | $129.4M | 30,732 | 0.21% | — |
| CMCSA | COMCAST CORP NEW | $128.5M | 4,475,806 | 0.21% | — |
| NICE | NICE LTD | $128.0M | 1,161,305 | 0.21% | — |
| MRK | MERCK & CO INC | $127.7M | 1,061,859 | 0.21% | — |
| NXPI | NXP SEMICONDUCTORS N V | $126.5M | 642,528 | 0.21% | — |
| FTAI | FTAI AVIATION LTD | $126.4M | 515,774 | 0.21% | — |
| P | EVERPURE INC | $123.9M | 2,098,311 | 0.20% | — |
| WCC | WESCO INTL INC | $123.1M | 450,009 | 0.20% | — |
| IR | INGERSOLL RAND INC | $121.5M | 1,516,658 | 0.20% | — |
| SMTC | SEMTECH CORP | $119.8M | 1,558,034 | 0.20% | — |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $115.3M | 3,090,778 | 0.19% | — |
| MDT | MEDTRONIC PLC | $115.1M | 1,328,676 | 0.19% | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $112.8M | 186,429 | 0.18% | — |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $111.4M | 836,975 | 0.18% | — |
| PH | PARKER-HANNIFIN CORP | $111.3M | 124,297 | 0.18% | — |
| CME | CME GROUP INC | $107.3M | 363,300 | 0.18% | — |
| WAY | WAYSTAR HLDG CORP | $106.3M | 4,408,404 | 0.17% | — |
| CAT | CATERPILLAR INC | $106.0M | 149,683 | 0.17% | — |
| VSEC | VSE CORP | $104.2M | 564,855 | 0.17% | — |
| BABA | ALIBABA GROUP HLDG LTD | $104.0M | 828,994 | 0.17% | — |
| AZO | AUTOZONE INC | $101.8M | 30,137 | 0.17% | — |
| GRAB | GRAB HOLDINGS LIMITED | $101.8M | 27,805,098 | 0.17% | — |
| ARM | ARM HOLDINGS PLC | $101.2M | 669,054 | 0.17% | — |
| KO | COCA COLA CO | $100.9M | 1,326,462 | 0.16% | — |
| SNOW | SNOWFLAKE INC | $100.0M | 662,734 | 0.16% | — |
| DIS | DISNEY WALT CO | $98.8M | 1,025,143 | 0.16% | — |
| GE | GE AEROSPACE | $98.8M | 348,127 | 0.16% | — |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $96.1M | 183,540 | 0.16% | — |
| MS | MORGAN STANLEY | $95.3M | 578,804 | 0.16% | — |
| BLD* | TOPBUILD COR | $91.6M | 260,619 | 0.15% | — |
| HDB | HDFC BANK LTD | $89.8M | 3,610,885 | 0.15% | — |
| COIN | COINBASE GLOBAL INC | $87.7M | 502,082 | 0.14% | — |
| CRH | CRH PLC | $85.8M | 816,200 | 0.14% | — |
| CGNX | COGNEX CORP | $84.7M | 1,729,361 | 0.14% | — |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $83.6M | 1,638,490 | 0.14% | — |
| TXRH | TEXAS ROADHOUSE INC | $83.6M | 505,955 | 0.14% | — |
| AMAT | APPLIED MATLS INC | $82.4M | 241,110 | 0.13% | — |
| BE | BLOOM ENERGY CORP | $82.0M | 605,477 | 0.13% | — |
| BAX | BAXTER INTL INC | $81.7M | 4,861,774 | 0.13% | — |
| HTHT | H WORLD GROUP LTD | $81.5M | 1,619,778 | 0.13% | — |
| RDDT | REDDIT INC | $80.1M | 594,524 | 0.13% | — |
| FICO | FAIR ISAAC CORP | $77.7M | 72,816 | 0.13% | — |
| COHR | COHERENT CORP | $76.9M | 322,874 | 0.13% | — |
| GH | GUARDANT HEALTH INC | $75.2M | 814,571 | 0.12% | — |
| RKT | ROCKET COS INC | $74.1M | 5,197,983 | 0.12% | — |
This table is the 150 largest positions by value, out of 328 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 6 options positions with a combined notional of $1.0B. 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 Artisan Partners Limited Partnership (CIK 1466153, accession 0001193125-26-220594). 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
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.