13F holdings
BARCLAYS PLC portfolio
Managed by . 4,324 reported positions worth $279.8B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$279.8B
Book value
4,324
Positions
37%
Top 10 weight
+284
New this quarter
-281
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 (284)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $1.1B | 5,491,992 | 0.39% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $99.5M | 1,528,635 | 0.04% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $53.2M | 1,745,751 | 0.02% |
| AMCR | AMCOR PLC | $52.3M | 1,316,516 | 0.02% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $24.8M | 551,138 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $22.2M | 290,026 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $17.8M | 206,262 | 0.01% |
| QGEN | QIAGEN NV | $16.8M | 419,006 | 0.01% |
| ITA | ISHARES TR | $16.5M | 75,209 | 0.01% |
| SAP | SAP SE | $15.3M | 89,240 | 0.01% |
| GFUZ | SPRING VY ACQUISITION CORP I | $11.5M | 1,130,000 | 0.00% |
| VGK | VANGUARD INTL EQUITY INDEX F | $10.3M | 125,200 | 0.00% |
| WPP | WPP PLC NEW | $6.5M | 420,000 | 0.00% |
| URTH | ISHARES INC | $5.9M | 32,730 | 0.00% |
| AXIAY | CENTRAIS ELET BRAS SA | $5.0M | 447,148 | 0.00% |
| RAAR | ADVISOR MANAGED PORTFOLIOS | $5.0M | 100,000 | 0.00% |
| CLOZ | SERIES PORTFOLIOS TR | $4.9M | 190,000 | 0.00% |
| NTSK | NETSKOPE INC | $4.3M | 506,979 | 0.00% |
| ING | ING GROEP N.V. | $4.0M | 152,260 | 0.00% |
| SGOV | ISHARES TR | $4.0M | 39,300 | 0.00% |
| NEE 7.375 02/15/29 | NEXTERA ENERGY INC | $3.9M | 76,695 | 0.00% |
| PCG 4.25 12/01/27 | PG&E CORP | $3.7M | 3,560,000 | 0.00% |
| PPL 7 02/15/29 | PPL CORP | $3.1M | 61,324 | 0.00% |
| MDLN | MEDLINE INC | $3.1M | 68,879 | 0.00% |
| REMX | VANECK ETF TRUST | $2.8M | 32,000 | 0.00% |
Closed out (281)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $252.4M | 2,745,603 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $232.1M | 520,287 | 0.00% |
| INDV | INDIVIOR PLC | $67.4M | 1,878,157 | 0.00% |
| AMCR | AMCOR PLC | $46.7M | 5,599,375 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $38.3M | 531,203 | 0.00% |
| CMA | COMERICA INC | $29.2M | 336,176 | 0.00% |
| AOR | ISHARES TR | $27.3M | 419,700 | 0.00% |
| PCI | PGIM ETF TR | $25.3M | 500,000 | 0.00% |
| MTSI 0.25 03/15/26 | MACOM TECH SOLUTIONS HLDGS I | $25.3M | 12,202,000 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $25.3M | 74,360 | 0.00% |
| CADE | CADENCE BANK | $20.2M | 471,326 | 0.00% |
| EXK | EXACT SCIENCES CORP | $19.5M | 191,743 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $17.3M | 78,322 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $16.1M | 168,345 | 0.00% |
| GU9 | GUESS INC | $15.1M | 899,016 | 0.00% |
| DAY | DAYFORCE INC | $11.2M | 161,546 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $10.7M | 214,046 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $7.5M | 197,987 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $6.7M | 168,276 | 0.00% |
| 1RG | REV GROUP INC | $6.5M | 107,292 | 0.00% |
| F 0 03/15/26 | FORD MTR CO | $6.4M | 6,183,000 | 0.00% |
| SPOT 0 03/15/26 | SPOTIFY USA INC | $6.1M | 5,360,000 | 0.00% |
| ILF | ISHARES TR | $5.7M | 185,938 | 0.00% |
| TGNA | TEGNA INC | $5.4M | 277,638 | 0.00% |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $4.9M | 317,848 | 0.00% |
Added to (1064)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EEM | ISHARES TR | $41.1B | 724,315,551 | 14.70% | +44967% |
| NVDA | NVIDIA CORPORATION | $14.5B | 83,050,662 | 5.18% | +19% |
| MSFT | MICROSOFT CORP | $9.2B | 24,964,429 | 3.30% | +4% |
| AAPL | APPLE INC | $9.2B | 36,270,766 | 3.29% | +4% |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.2B | 6,532,151 | 1.52% | +32% |
| GOOG | ALPHABET INC | $3.9B | 13,485,774 | 1.38% | +7% |
| JPM | JPMORGAN CHASE & CO | $3.7B | 12,411,127 | 1.30% | +27% |
| WMT | WALMART INC | $2.1B | 16,599,102 | 0.74% | +135% |
| JNJ | JOHNSON & JOHNSON | $1.7B | 6,786,107 | 0.59% | +52% |
| LLY | ELI LILLY & CO | $1.4B | 1,563,625 | 0.51% | +11% |
| BAC | BANK AMERICA CORP | $1.4B | 28,705,101 | 0.50% | +35% |
| TMUS | T-MOBILE US INC | $1.4B | 6,610,449 | 0.50% | +112% |
| INTC | INTEL CORP | $1.4B | 31,364,093 | 0.49% | +3% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.3B | 3,794,287 | 0.46% | +21% |
| CAT | CATERPILLAR INC | $1.2B | 1,747,581 | 0.44% | +52% |
Trimmed (2744)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| VCLT | VANGUARD SCOTTSDALE FDS | $823 | 11 | 0.00% | -100% |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $42 | 1 | 0.00% | -100% |
| BITO | PROSHARES TR | $9 | 1 | 0.00% | -100% |
| AGG | ISHARES TR | $4,169 | 42 | 0.00% | -100% |
| XIFR | XPLR INFRASTRUCTURE LP | $733 | 69 | 0.00% | -100% |
| NEXTNAV INC | NEXTNAV INC | $6,330 | 1,000 | 0.00% | -100% |
| BRAG | BRAGG GAMING GROUP INC | $344 | 200 | 0.00% | -100% |
| SEPM | FIRST TR EXCHNG TRADED FD VI | $95 | 3 | 0.00% | -100% |
| ECHO 3.875 11/30/30 | ECHOSTAR CORP | $2,546 | 711 | 0.00% | -100% |
| VCIT | VANGUARD SCOTTSDALE FDS | $828 | 10 | 0.00% | -100% |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $9,512 | 361 | 0.00% | -100% |
| PLRX | PLIANT THERAPEUTICS INC | $43 | 34 | 0.00% | -100% |
| WLAC | WILLOW LANE ACQUISITION CORP | $3,653 | 343 | 0.00% | -100% |
| CGC | CANOPY GROWTH CORPORATION | $3,040 | 3,203 | 0.00% | -100% |
| EWC | ISHARES INC | $1,479 | 27 | 0.00% | -100% |
The book
Largest 150 of 4,324 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| EEM | ISHARES TR | $41.1B | 724,315,551 | 14.70% | — |
| NVDA | NVIDIA CORPORATION | $14.5B | 83,050,662 | 5.18% | — |
| MSFT | MICROSOFT CORP | $9.2B | 24,964,429 | 3.30% | — |
| AAPL | APPLE INC | $9.2B | 36,270,766 | 3.29% | — |
| AMZN | AMAZON COM INC | $6.5B | 31,000,069 | 2.31% | — |
| GOOGL | ALPHABET INC | $5.9B | 20,476,578 | 2.10% | — |
| AVGO | BROADCOM INC | $5.0B | 16,274,836 | 1.80% | — |
| META | META PLATFORMS INC | $4.4B | 7,630,294 | 1.56% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $4.2B | 6,532,151 | 1.52% | — |
| TSLA | TESLA INC | $3.9B | 10,505,233 | 1.40% | — |
| GOOG | ALPHABET INC | $3.9B | 13,485,774 | 1.38% | — |
| JPM | JPMORGAN CHASE & CO | $3.7B | 12,411,127 | 1.30% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0B | 6,181,244 | 1.06% | — |
| MU | MICRON TECHNOLOGY INC | $2.6B | 7,774,892 | 0.94% | — |
| V | VISA INC | $2.6B | 8,505,889 | 0.92% | — |
| AMD | ADVANCED MICRO DEVICES INC | $2.3B | 11,465,537 | 0.83% | — |
| WMT | WALMART INC | $2.1B | 16,599,102 | 0.74% | — |
| JNJ | JOHNSON & JOHNSON | $1.7B | 6,786,107 | 0.59% | — |
| NFLX | NETFLIX INC. | $1.6B | 16,809,651 | 0.58% | — |
| AMAT | APPLIED MATLS INC | $1.5B | 4,339,735 | 0.53% | — |
| LLY | ELI LILLY & CO | $1.4B | 1,563,625 | 0.51% | — |
| BAC | BANK AMERICA CORP | $1.4B | 28,705,101 | 0.50% | — |
| TMUS | T-MOBILE US INC | $1.4B | 6,610,449 | 0.50% | — |
| INTC | INTEL CORP | $1.4B | 31,364,093 | 0.49% | — |
| AEP | AMERICAN ELEC PWR CO INC | $1.4B | 10,367,590 | 0.49% | — |
| MA | MASTERCARD INCORPORATED | $1.3B | 2,587,418 | 0.46% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.3B | 3,794,287 | 0.46% | — |
| CAT | CATERPILLAR INC | $1.2B | 1,747,581 | 0.44% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.2B | 8,456,497 | 0.44% | — |
| EXMOC | EXXON MOBIL CORP | $1.2B | 7,215,980 | 0.44% | — |
| ABBV | ABBVIE INC | $1.2B | 5,571,610 | 0.43% | — |
| LRCX | LAM RESEARCH CORP | $1.2B | 5,665,732 | 0.43% | — |
| ORCL | ORACLE CORP | $1.2B | 8,131,987 | 0.43% | — |
| IWM | ISHARES TR | $1.2B | 4,676,775 | 0.41% | — |
| HONGBP | HONEYWELL INTL INC | $1.2B | 5,107,552 | 0.41% | — |
| GS | GOLDMAN SACHS GROUP INC | $1.1B | 1,314,773 | 0.40% | — |
| AZN | ASTRAZENECA PLC | $1.1B | 5,491,992 | 0.39% | — |
| COST | COSTCO WHOLESALE CORPORATION | $1.1B | 1,067,012 | 0.38% | — |
| QCOM | QUALCOMM INC | $963.8M | 7,483,790 | 0.34% | — |
| LIN | LINDE PLC | $945.2M | 1,906,650 | 0.34% | — |
| ADI | ANALOG DEVICES INC | $933.8M | 2,935,203 | 0.33% | — |
| MRK | MERCK & CO INC | $909.1M | 7,557,518 | 0.32% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $906.4M | 1,844,083 | 0.32% | — |
| VLO | VALERO ENERGY CORP | $879.9M | 3,561,387 | 0.31% | — |
| MS | MORGAN STANLEY | $858.0M | 5,213,854 | 0.31% | — |
| GLD | SPDR GOLD TR | $847.9M | 1,970,473 | 0.30% | — |
| CSCO | CISCO SYS INC | $847.1M | 10,917,805 | 0.30% | — |
| KO | COCA COLA CO | $816.7M | 10,739,550 | 0.29% | — |
| HD | HOME DEPOT INC | $816.2M | 2,481,540 | 0.29% | — |
| KLAC | KLA CORP | $814.6M | 553,215 | 0.29% | — |
| COP | CONOCOPHILLIPS | $777.2M | 5,887,582 | 0.28% | — |
| PEP | PEPSICO INC | $775.7M | 4,995,316 | 0.28% | — |
| UNH | UNITEDHEALTH GROUP INC | $762.4M | 2,817,725 | 0.27% | — |
| PM | PHILIP MORRIS INTL INC | $761.7M | 4,607,041 | 0.27% | — |
| WBD | WARNER BROS DISCOVERY INC | $757.4M | 27,580,875 | 0.27% | — |
| VOO | VANGUARD INDEX FDS | $752.1M | 1,258,559 | 0.27% | — |
| CVX | CHEVRON CORPORATION | $749.5M | 3,622,624 | 0.27% | — |
| TXN | TEXAS INSTRS INC | $746.2M | 3,843,468 | 0.27% | — |
| GILD | GILEAD SCIENCES INC | $736.2M | 5,282,196 | 0.26% | — |
| ISRG | INTUITIVE SURGICAL INC | $734.0M | 1,592,310 | 0.26% | — |
| AXP | AMERICAN EXPRESS CO | $702.3M | 2,321,698 | 0.25% | — |
| MCD | MCDONALDS CORP | $700.6M | 2,254,342 | 0.25% | — |
| NOW | SERVICENOW INC | $697.0M | 6,666,504 | 0.25% | — |
| INTU | INTUIT | $694.5M | 1,606,315 | 0.25% | — |
| PG | PROCTER & GAMBLE CO | $691.4M | 4,787,039 | 0.25% | — |
| GE | GE AEROSPACE | $685.2M | 2,414,649 | 0.24% | — |
| GEV | GE VERNOVA INC | $640.0M | 733,132 | 0.23% | — |
| APH | AMPHENOL CORP | $635.3M | 5,027,734 | 0.23% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $633.7M | 9,807,670 | 0.23% | — |
| WM | WASTE MGMT INC DEL | $625.8M | 2,723,198 | 0.22% | — |
| MCK | MCKESSON CORP | $616.8M | 712,800 | 0.22% | — |
| CRM | SALESFORCE INC | $614.8M | 3,293,293 | 0.22% | — |
| PANW | PALO ALTO NETWORKS INC | $612.3M | 3,819,286 | 0.22% | — |
| WFC | WELLS FARGO & CO | $611.4M | 7,679,353 | 0.22% | — |
| MPWR | MONOLITHIC PWR SYS INC | $607.7M | 555,808 | 0.22% | — |
| HCA | HCA HEALTHCARE INC | $590.8M | 1,248,315 | 0.21% | — |
| CRH | CRH PLC | $584.6M | 5,561,189 | 0.21% | — |
| COF | CAPITAL ONE FINL CORP | $572.9M | 3,140,379 | 0.20% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $567.5M | 2,341,254 | 0.20% | — |
| RTX | RTX CORPORATION | $561.2M | 2,909,292 | 0.20% | — |
| PGR | PROGRESSIVE CORP | $560.7M | 2,828,624 | 0.20% | — |
| MRVL | MARVELL TECHNOLOGY INC | $543.9M | 5,491,657 | 0.19% | — |
| ADBE | ADOBE INC | $539.0M | 2,217,574 | 0.19% | — |
| AMGN | AMGEN INC | $538.2M | 1,529,613 | 0.19% | — |
| C | CITIGROUP INC | $533.7M | 4,705,855 | 0.19% | — |
| BKNG | BOOKING HOLDINGS INC | $531.7M | 126,294 | 0.19% | — |
| SNPS | SYNOPSYS INC | $522.0M | 1,316,661 | 0.19% | — |
| BLK | BLACKROCK INC | $520.0M | 540,701 | 0.19% | — |
| SU | SUNCOR ENERGY INC NEW | $517.8M | 7,832,170 | 0.19% | — |
| PPL | PPL CORP | $511.3M | 13,385,498 | 0.18% | — |
| VZ | VERIZON COMMUNICATIONS INC | $504.3M | 10,044,871 | 0.18% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $492.4M | 2,423,330 | 0.18% | — |
| MASI* | MASIMO CORP | $488.1M | 2,743,985 | 0.17% | — |
| PH | PARKER-HANNIFIN CORP | $484.6M | 541,342 | 0.17% | — |
| SHW | SHERWIN WILLIAMS CO | $458.2M | 1,429,270 | 0.16% | — |
| LMT | LOCKHEED MARTIN CORP | $457.0M | 756,093 | 0.16% | — |
| QQQ | INVESCO QQQ TR | $455.4M | 788,975 | 0.16% | — |
| NWSA | NEWS CORP NEW | $453.0M | 18,169,442 | 0.16% | — |
| FERROVIAL SE | FERROVIAL SE | $449.4M | 6,908,756 | 0.16% | — |
| T | AT&T INC | $444.4M | 15,330,679 | 0.16% | — |
| HYG | ISHARES TR | $440.6M | 5,537,910 | 0.16% | — |
| SO | SOUTHERN CO | $440.6M | 4,564,491 | 0.16% | — |
| SHOP | SHOPIFY INC | $431.7M | 3,639,371 | 0.15% | — |
| AZO | AUTOZONE INC | $425.1M | 125,853 | 0.15% | — |
| IYR | ISHARES TR | $416.1M | 4,400,498 | 0.15% | — |
| MO | ALTRIA GROUP INC | $415.2M | 6,291,862 | 0.15% | — |
| NXPI | NXP SEMICONDUCTORS N V | $413.6M | 2,100,820 | 0.15% | — |
| PFE | PFIZER INC | $412.5M | 14,689,187 | 0.15% | — |
| FERG | FERGUSON ENTERPRISES INC | $412.0M | 1,766,120 | 0.15% | — |
| TER | TERADYNE INC | $411.1M | 1,386,714 | 0.15% | — |
| CB | CHUBB LTD SWITZ | $407.6M | 1,250,600 | 0.15% | — |
| ABT | ABBOTT LABORATORIES | $398.0M | 3,876,707 | 0.14% | — |
| XLE | SELECT SECTOR SPDR TR | $396.7M | 6,476,444 | 0.14% | — |
| LITE | LUMENTUM HLDGS INC | $390.8M | 556,058 | 0.14% | — |
| SCHW | SCHWAB CHARLES CORP | $390.1M | 4,150,832 | 0.14% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $379.5M | 972,140 | 0.14% | — |
| BX | BLACKSTONE INC | $373.9M | 3,251,821 | 0.13% | — |
| FCX | FREEPORT MCMORAN INC | $372.6M | 6,338,741 | 0.13% | — |
| DIS | DISNEY WALT CO | $372.2M | 3,861,839 | 0.13% | — |
| NRG | NRG ENERGY INC | $367.8M | 2,516,797 | 0.13% | — |
| NEE | NEXTERA ENERGY INC | $367.6M | 3,958,258 | 0.13% | — |
| XBI | SPDR SERIES TRUST | $362.0M | 2,834,160 | 0.13% | — |
| USB | US BANCORP | $361.0M | 6,940,768 | 0.13% | — |
| CMCSA | COMCAST CORP NEW | $359.8M | 12,533,543 | 0.13% | — |
| APP | APPLOVIN CORP | $354.5M | 890,770 | 0.13% | — |
| TJX | TJX COS INC NEW | $352.8M | 2,209,237 | 0.13% | — |
| BNS | BANK NOVA SCOTIA B C | $346.9M | 5,004,525 | 0.12% | — |
| ASML | ASML HLDG NV | $346.8M | 262,588 | 0.12% | — |
| BABA | ALIBABA GROUP HLDG LTD | $346.4M | 2,740,973 | 0.12% | — |
| DUK | DUKE ENERGY CORP NEW | $345.1M | 2,635,465 | 0.12% | — |
| BR | BROADRIDGE FINL SOLUTIONS IN | $341.0M | 2,098,938 | 0.12% | — |
| BA | BOEING CO | $338.7M | 1,701,861 | 0.12% | — |
| SYK | STRYKER CORPORATION | $337.5M | 1,027,154 | 0.12% | — |
| GLW | CORNING INC | $337.5M | 2,482,173 | 0.12% | — |
| TLT | ISHARES TR | $337.1M | 3,889,034 | 0.12% | — |
| MELI | MERCADOLIBRE INC | $337.1M | 194,942 | 0.12% | — |
| WELL | WELLTOWER INC | $335.2M | 1,695,631 | 0.12% | — |
| UBER | UBER TECHNOLOGIES INC | $333.4M | 4,635,700 | 0.12% | — |
| PLD | PROLOGIS INC. | $330.7M | 2,501,572 | 0.12% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $329.3M | 4,186,942 | 0.12% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $328.7M | 5,419,207 | 0.12% | — |
| EQIX | EQUINIX INC | $327.9M | 334,547 | 0.12% | — |
| MSI | MOTOROLA SOLUTIONS INC | $319.8M | 736,882 | 0.11% | — |
| ACN | ACCENTURE PLC IRELAND | $317.8M | 1,602,866 | 0.11% | — |
| BSX | BOSTON SCIENTIFIC CORP | $315.3M | 5,024,157 | 0.11% | — |
| ROST | ROSS STORES INC | $313.8M | 1,448,737 | 0.11% | — |
| SPGI | S&P GLOBAL INC | $311.1M | 731,443 | 0.11% | — |
| MAR | MARRIOTT INTL INC NEW | $310.5M | 949,449 | 0.11% | — |
| MCO | MOODYS CORP | $309.7M | 709,825 | 0.11% | — |
| CME | CME GROUP INC | $308.9M | 1,045,739 | 0.11% | — |
This table is the 150 largest positions by value, out of 4,324 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 682 options positions with a combined notional of $136.4B. 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 BARCLAYS PLC (CIK 312069, accession 0000312069-26-000139). 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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