13F holdings
Capital International Investors portfolio
Managed by . 438 reported positions worth $426.5B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$426.5B
Book value
438
Positions
31%
Top 10 weight
+52
New this quarter
-68
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 (52)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $6.7B | 34,393,013 | 1.58% |
| NET | CLOUDFLARE INC | $2.2B | 10,893,165 | 0.53% |
| HCA | HCA HEALTHCARE INC | $1.4B | 3,033,612 | 0.34% |
| PWR | QUANTA SVCS INC | $1.2B | 2,252,570 | 0.29% |
| RSG | REPUBLIC SVCS INC | $1.2B | 5,333,574 | 0.27% |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.1B | 3,954,412 | 0.26% |
| CVNA | CARVANA CO | $1.0B | 3,327,983 | 0.25% |
| DE | DEERE & CO | $959.5M | 1,703,509 | 0.22% |
| BN | BROOKFIELD CORP | $533.3M | 13,179,614 | 0.13% |
| MCD | MCDONALDS CORP | $485.8M | 1,562,960 | 0.11% |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $474.8M | 13,160,998 | 0.11% |
| LYB | LYONDELLBASELL INDUSTRIES NV | $471.4M | 5,851,711 | 0.11% |
| RKLB | ROCKET LAB CORP | $430.3M | 6,701,140 | 0.10% |
| AMCR | AMCOR PLC | $349.5M | 8,804,864 | 0.08% |
| RNR | RENAISSANCERE HLDGS LTD | $339.6M | 1,142,558 | 0.08% |
| DLR | DIGITAL RLTY TR INC | $312.2M | 1,732,166 | 0.07% |
| EOG | EOG RES INC | $269.5M | 1,864,054 | 0.06% |
| TRU | TRANSUNION | $195.7M | 2,828,091 | 0.05% |
| XPO | XPO INC | $180.1M | 925,663 | 0.04% |
| ARM | ARM HOLDINGS PLC | $176.3M | 1,165,530 | 0.04% |
| USFD | US FOODS HLDG CORP | $171.8M | 1,862,651 | 0.04% |
| TPC | TUTOR PERINI CORP | $116.4M | 1,507,654 | 0.03% |
| QGEN | QIAGEN NV | $97.5M | 2,436,169 | 0.02% |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $70.2M | 762,850 | 0.02% |
| MDA | MDA SPACE LTD | $66.1M | 2,607,522 | 0.02% |
Closed out (68)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| HSY | HERSHEY CO | $1.7B | 9,106,431 | 0.00% |
| AZNN | ASTRAZENECA PLC | $1.3B | 14,521,078 | 0.00% |
| U | UNITY SOFTWARE INC | $811.4M | 18,370,198 | 0.00% |
| AMCR | AMCOR PLC | $354.2M | 42,473,289 | 0.00% |
| SNAP | SNAP INC | $305.6M | 37,871,060 | 0.00% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $302.4M | 1,181,044 | 0.00% |
| PCG | PG&E CORP | $205.3M | 12,776,909 | 0.00% |
| ECL | ECOLAB INC | $200.1M | 762,319 | 0.00% |
| NEE | NEXTERA ENERGY INC | $186.6M | 2,324,163 | 0.00% |
| YMM | FULL TRUCK ALLIANCE CO LTD | $177.4M | 16,533,004 | 0.00% |
| NCNO | NCINO INC | $150.1M | 5,854,698 | 0.00% |
| DG | DOLLAR GEN CORP NEW | $149.0M | 1,122,046 | 0.00% |
| QGEN | QIAGEN NV | $116.4M | 2,587,505 | 0.00% |
| FIS | FIDELITY NATL INFORMATION SV | $114.0M | 1,715,044 | 0.00% |
| EL | LAUDER ESTEE COS INC | $113.1M | 1,080,468 | 0.00% |
| SUI | SUN CMNTYS INC | $109.4M | 882,808 | 0.00% |
| BNTX | BIONTECH SE | $108.0M | 1,134,941 | 0.00% |
| AAON | AAON INC | $101.3M | 1,328,881 | 0.00% |
| CG | CARLYLE GROUP INC | $101.3M | 1,713,670 | 0.00% |
| GGB | GERDAU SA | $101.2M | 27,415,434 | 0.00% |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $98.1M | 1,121,718 | 0.00% |
| PCG 6 12/01/27 A | PG&E CORP | $80.3M | 1,957,900 | 0.00% |
| CCI | CROWN CASTLE INC | $71.9M | 809,166 | 0.00% |
| GIS | GENERAL MLS INC | $70.4M | 1,513,221 | 0.00% |
| CTVA | CORTEVA INC | $56.0M | 835,249 | 0.00% |
Added to (99)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| V | VISA INC | $7.2B | 23,709,563 | 1.68% | +10% |
| SHOP | SHOPIFY INC | $5.9B | 50,060,088 | 1.39% | +31% |
| APH | AMPHENOL CORP | $4.5B | 35,333,842 | 1.05% | +49% |
| MSTR | STRATEGY INC | $3.9B | 31,441,761 | 0.92% | +53% |
| ABBV | ABBVIE INC | $3.1B | 14,418,993 | 0.73% | +23% |
| COST | COSTCO WHOLESALE CORPORATION | $2.7B | 2,749,541 | 0.64% | +329% |
| CAT | CATERPILLAR INC | $2.5B | 3,459,278 | 0.57% | +62% |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.3B | 5,126,077 | 0.54% | +8% |
| BAC | BANK AMERICA CORP | $2.3B | 46,871,738 | 0.54% | +9% |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.9B | 3,888,726 | 0.45% | +323% |
| PSA | PUBLIC STORAGE OPER CO | $1.7B | 6,363,818 | 0.40% | +54% |
| RPRX | ROYALTY PHARMA PLC | $1.7B | 35,005,736 | 0.39% | +13% |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1.5B | 60,000,829 | 0.36% | +1% |
| SPGI | S&P GLOBAL INC | $1.5B | 3,516,308 | 0.35% | +16% |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.4B | 1,080,771 | 0.32% | +12% |
Trimmed (241)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| WBS | WEBSTER FINL CORP | $205,374 | 3,024 | 0.00% | -100% |
| RIO | RIO TINTO PLC | $409,535 | 4,611 | 0.00% | -99% |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $1.7M | 45,134 | 0.00% | -97% |
| NI | NISOURCE INC | $11.2M | 240,382 | 0.00% | -97% |
| SHW | SHERWIN WILLIAMS CO | $24.7M | 77,055 | 0.01% | -96% |
| TCOM | TRIP COM GROUP LTD | $18.8M | 378,250 | 0.00% | -94% |
| AGIO | AGIOS PHARMACEUTICALS INC | $1.6M | 48,616 | 0.00% | -93% |
| OWL | BLUE OWL CAPITAL INC | $44.1M | 4,833,140 | 0.01% | -93% |
| NFLX | NETFLIX INC. | $273.9M | 2,848,273 | 0.06% | -89% |
| KB | KB FINL GROUP INC | $8.6M | 86,613 | 0.00% | -89% |
| EXR | EXTRA SPACE STORAGE INC | $96.9M | 739,070 | 0.02% | -88% |
| SO | SOUTHERN CO | $133.7M | 1,383,809 | 0.03% | -88% |
| SAIA | SAIA INC | $49.1M | 139,775 | 0.01% | -87% |
| VALE | VALE S A | $57.1M | 3,593,319 | 0.01% | -87% |
| PNC | PNC FINL SVCS GROUP INC | $323.9M | 1,559,512 | 0.08% | -87% |
The book
Largest 150 of 438 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $26.0B | 84,046,789 | 6.09% | — |
| MSFT | MICROSOFT CORP | $20.3B | 54,837,522 | 4.76% | — |
| NVDA | NVIDIA CORPORATION | $17.0B | 97,683,264 | 3.99% | — |
| GOOG | ALPHABET INC | $13.1B | 45,830,424 | 3.08% | — |
| PM | PHILIP MORRIS INTL INC | $12.0B | 72,761,312 | 2.82% | — |
| META | META PLATFORMS INC | $10.2B | 17,780,799 | 2.38% | — |
| AAPL | APPLE INC | $9.2B | 36,296,549 | 2.16% | — |
| AMZN | AMAZON COM INC | $9.1B | 43,934,071 | 2.14% | — |
| GOOGL | ALPHABET INC | $7.3B | 25,458,714 | 1.72% | — |
| V | VISA INC | $7.2B | 23,709,563 | 1.68% | — |
| WELL | WELLTOWER INC | $7.1B | 35,817,366 | 1.66% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $6.9B | 25,051,397 | 1.62% | — |
| AZN | ASTRAZENECA PLC | $6.7B | 34,393,013 | 1.58% | — |
| TDG | TRANSDIGM GROUP INC | $6.4B | 5,494,695 | 1.49% | — |
| SHOP | SHOPIFY INC | $5.9B | 50,060,088 | 1.39% | — |
| LLY | ELI LILLY & CO | $5.6B | 6,116,692 | 1.32% | — |
| GE | GE AEROSPACE | $5.4B | 19,219,409 | 1.28% | — |
| MA | MASTERCARD INCORPORATED | $5.3B | 10,680,967 | 1.25% | — |
| TTE | TOTALENERGIES SE | $4.8B | 52,493,616 | 1.14% | — |
| NOC | NORTHROP GRUMMAN CORP | $4.8B | 7,096,465 | 1.13% | — |
| RTX | RTX CORPORATION | $4.6B | 23,910,379 | 1.08% | — |
| APH | AMPHENOL CORP | $4.5B | 35,333,842 | 1.05% | — |
| COP | CONOCOPHILLIPS | $4.1B | 31,115,547 | 0.96% | — |
| KLAC | KLA CORP | $4.0B | 2,728,138 | 0.94% | — |
| MSTR | STRATEGY INC | $3.9B | 31,441,761 | 0.92% | — |
| TFC | TRUIST FINL CORP | $3.9B | 84,512,937 | 0.91% | — |
| ABT | ABBOTT LABORATORIES | $3.8B | 37,498,227 | 0.90% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.8B | 11,306,653 | 0.89% | — |
| JPM | JPMORGAN CHASE & CO | $3.7B | 12,605,169 | 0.87% | — |
| KKR | KKR & CO INC | $3.2B | 35,134,041 | 0.76% | — |
| CEG | CONSTELLATION ENERGY CORP | $3.2B | 11,608,787 | 0.76% | — |
| ABBV | ABBVIE INC | $3.1B | 14,418,993 | 0.73% | — |
| MU | MICRON TECHNOLOGY INC | $3.0B | 8,931,615 | 0.71% | — |
| MELI | MERCADOLIBRE INC | $3.0B | 1,737,559 | 0.70% | — |
| FTAI | FTAI AVIATION LTD | $2.9B | 11,831,227 | 0.68% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $2.9B | 9,935,678 | 0.68% | — |
| MDLZ | MONDELEZ INTL INC | $2.9B | 50,019,822 | 0.68% | — |
| BTI | BRITISH AMERN TOB PLC | $2.9B | 48,815,570 | 0.67% | — |
| PAYX | PAYCHEX INC | $2.8B | 29,948,686 | 0.65% | — |
| COST | COSTCO WHOLESALE CORPORATION | $2.7B | 2,749,541 | 0.64% | — |
| MRSH | MARSH & MCLENNAN COS INC | $2.7B | 15,713,853 | 0.64% | — |
| EXMOC | EXXON MOBIL CORP | $2.7B | 15,945,694 | 0.63% | — |
| LIN | LINDE PLC | $2.7B | 5,441,647 | 0.63% | — |
| DHR | DANAHER CORP DEL | $2.7B | 14,014,713 | 0.62% | — |
| YUM | YUM BRANDS INC | $2.6B | 16,825,929 | 0.61% | — |
| B | BARRICK MNG CORP | $2.6B | 64,309,836 | 0.61% | — |
| AMGN | AMGEN INC | $2.5B | 7,122,275 | 0.59% | — |
| CAT | CATERPILLAR INC | $2.5B | 3,459,278 | 0.57% | — |
| UNH | UNITEDHEALTH GROUP INC | $2.4B | 9,001,312 | 0.57% | — |
| CRM | SALESFORCE INC | $2.4B | 12,624,458 | 0.55% | — |
| ASML | ASML HLDG NV | $2.3B | 1,767,447 | 0.54% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $2.3B | 5,126,077 | 0.54% | — |
| BAC | BANK AMERICA CORP | $2.3B | 46,871,738 | 0.54% | — |
| NET | CLOUDFLARE INC | $2.2B | 10,893,165 | 0.53% | — |
| BURL | BURLINGTON STORES INC | $2.0B | 6,168,785 | 0.47% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.9B | 3,888,726 | 0.45% | — |
| RYAAY | RYANAIR HOLDINGS PLC | $1.8B | 31,999,590 | 0.43% | — |
| SRE | SEMPRA | $1.8B | 18,754,548 | 0.43% | — |
| PGR | PROGRESSIVE CORP | $1.7B | 8,821,600 | 0.41% | — |
| PSA | PUBLIC STORAGE OPER CO | $1.7B | 6,363,818 | 0.40% | — |
| RPRX | ROYALTY PHARMA PLC | $1.7B | 35,005,736 | 0.39% | — |
| RBLX | ROBLOX CORP | $1.6B | 29,177,063 | 0.39% | — |
| CNP | CENTERPOINT ENERGY INC | $1.6B | 36,085,129 | 0.37% | — |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1.5B | 60,000,829 | 0.36% | — |
| SPGI | S&P GLOBAL INC | $1.5B | 3,516,308 | 0.35% | — |
| HCA | HCA HEALTHCARE INC | $1.4B | 3,033,612 | 0.34% | — |
| GEV | GE VERNOVA INC | $1.4B | 1,644,434 | 0.34% | — |
| BLK | BLACKROCK INC | $1.4B | 1,479,949 | 0.33% | — |
| WFC | WELLS FARGO & CO | $1.4B | 17,279,713 | 0.32% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.4B | 42,802,171 | 0.32% | — |
| DAL | DELTA AIR LINES INC | $1.4B | 20,570,291 | 0.32% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.4B | 1,080,771 | 0.32% | — |
| ATO | ATMOS ENERGY CORP | $1.4B | 7,326,778 | 0.32% | — |
| KO | COCA COLA CO | $1.3B | 17,578,965 | 0.31% | — |
| LII | LENNOX INTL INC | $1.3B | 2,862,536 | 0.31% | — |
| IP | INTERNATIONAL PAPER CO | $1.3B | 36,671,683 | 0.31% | — |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1.3B | 46,714,705 | 0.30% | — |
| TMUS | T-MOBILE US INC | $1.3B | 6,033,107 | 0.30% | — |
| CVE | CENOVUS ENERGY INC | $1.3B | 47,658,218 | 0.30% | — |
| WSO | WATSCO INC | $1.3B | 3,477,231 | 0.30% | — |
| SBUX | STARBUCKS CORP | $1.3B | 14,013,293 | 0.29% | — |
| PWR | QUANTA SVCS INC | $1.2B | 2,252,570 | 0.29% | — |
| ONC | BEONE MEDICINES LTD | $1.2B | 4,158,726 | 0.29% | — |
| OKE | ONEOK INC NEW | $1.2B | 13,116,823 | 0.28% | — |
| MS | MORGAN STANLEY | $1.2B | 7,157,310 | 0.28% | — |
| RSG | REPUBLIC SVCS INC | $1.2B | 5,333,574 | 0.27% | — |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $1.2B | 52,096,653 | 0.27% | — |
| VRSK | VERISK ANALYTICS INC | $1.2B | 6,129,636 | 0.27% | — |
| ITT | ITT INC | $1.1B | 6,021,555 | 0.27% | — |
| APP | APPLOVIN CORP | $1.1B | 2,824,060 | 0.26% | — |
| CVS | CVS HEALTH CORP | $1.1B | 15,392,222 | 0.26% | — |
| APO | APOLLO GLOBAL MGMT INC | $1.1B | 9,916,499 | 0.26% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.1B | 3,954,412 | 0.26% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.1B | 7,112,687 | 0.25% | — |
| IR | INGERSOLL RAND INC | $1.1B | 13,219,152 | 0.25% | — |
| CME | CME GROUP INC | $1.1B | 3,576,608 | 0.25% | — |
| CVNA | CARVANA CO | $1.0B | 3,327,983 | 0.25% | — |
| MAR | MARRIOTT INTL INC NEW | $1.0B | 3,078,240 | 0.24% | — |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $974.2M | 22,901,526 | 0.23% | — |
| DE | DEERE & CO | $959.5M | 1,703,509 | 0.22% | — |
| PBR | PETROLEO BRASILEIRO S A | $918.0M | 44,242,564 | 0.22% | — |
| INSM | INSMED INC | $914.9M | 5,595,194 | 0.21% | — |
| TJX | TJX COS INC NEW | $860.7M | 5,389,703 | 0.20% | — |
| ATI | ATI INC | $854.9M | 5,883,949 | 0.20% | — |
| SAP | SAP SE | $854.4M | 5,011,856 | 0.20% | — |
| WCN | WASTE CONNECTIONS INC | $849.2M | 5,228,050 | 0.20% | — |
| CPNG | COUPANG INC | $836.4M | 44,309,107 | 0.20% | — |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $824.6M | 9,119,222 | 0.19% | — |
| ACN | ACCENTURE PLC IRELAND | $815.6M | 4,113,245 | 0.19% | — |
| TOST | TOAST INC | $811.2M | 30,603,273 | 0.19% | — |
| UNP | UNION PAC CORP | $787.2M | 3,245,301 | 0.18% | — |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $784.1M | 29,857,209 | 0.18% | — |
| AMAT | APPLIED MATLS INC | $771.7M | 2,259,191 | 0.18% | — |
| CB | CHUBB LTD SWITZ | $764.4M | 2,345,364 | 0.18% | — |
| FICO | FAIR ISAAC CORP | $757.0M | 709,120 | 0.18% | — |
| EXC | EXELON CORP | $752.2M | 15,345,302 | 0.18% | — |
| HEI | HEICO CORP NEW | $729.9M | 2,661,900 | 0.17% | — |
| TEL | TE CONNECTIVITY PLC | $723.0M | 3,464,161 | 0.17% | — |
| DB | DEUTSCHE BK AG | $685.2M | 23,548,845 | 0.16% | — |
| CHD | CHURCH & DWIGHT CO INC | $683.1M | 7,319,561 | 0.16% | — |
| KKR 6.25 03/01/28 D | KKR & CO INC | $673.4M | 16,742,502 | 0.16% | — |
| EFX | EQUIFAX INC | $662.1M | 3,676,942 | 0.16% | — |
| ALGN | ALIGN TECHNOLOGY INC | $653.0M | 3,809,202 | 0.15% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $641.0M | 2,109,741 | 0.15% | — |
| JNJ | JOHNSON & JOHNSON | $639.8M | 2,617,363 | 0.15% | — |
| SLB | SLB LIMITED | $639.2M | 12,437,748 | 0.15% | — |
| CSGP | COSTAR GROUP INC | $625.8M | 15,513,753 | 0.15% | — |
| HD | HOME DEPOT INC | $623.0M | 1,894,488 | 0.15% | — |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $620.2M | 17,275,896 | 0.15% | — |
| HTHT | H WORLD GROUP LTD | $613.6M | 12,200,747 | 0.14% | — |
| CARR | CARRIER GLOBAL CORPORATION | $603.3M | 10,716,062 | 0.14% | — |
| NKE | NIKE INC | $598.9M | 11,339,032 | 0.14% | — |
| UAL | UNITED AIRLS HLDGS INC | $592.7M | 6,438,575 | 0.14% | — |
| SPXC | SPX TECHNOLOGIES INC | $578.5M | 2,893,247 | 0.14% | — |
| WMT | WALMART INC | $562.6M | 4,526,714 | 0.13% | — |
| AJG | GALLAGHER ARTHUR J & CO | $562.3M | 2,596,653 | 0.13% | — |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $560.7M | 29,981,899 | 0.13% | — |
| TSCO | TRACTOR SUPPLY CO | $555.2M | 12,254,237 | 0.13% | — |
| FIX | COMFORT SYS USA INC | $540.3M | 391,831 | 0.13% | — |
| BN | BROOKFIELD CORP | $533.3M | 13,179,614 | 0.13% | — |
| KDP | KEURIG DR PEPPER INC | $527.5M | 20,034,992 | 0.12% | — |
| ETR | ENTERGY CORP NEW | $526.9M | 4,691,249 | 0.12% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $526.5M | 4,030,769 | 0.12% | — |
| ULS | UL SOLUTIONS INC | $520.6M | 6,074,266 | 0.12% | — |
| MTN | VAIL RESORTS INC | $515.0M | 4,013,102 | 0.12% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $511.2M | 8,432,445 | 0.12% | — |
| COF | CAPITAL ONE FINL CORP | $507.5M | 2,783,649 | 0.12% | — |
| PLD | PROLOGIS INC. | $506.1M | 3,828,558 | 0.12% | — |
| LOAR | LOAR HOLDINGS INC | $504.9M | 8,813,395 | 0.12% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $501.7M | 1,035,238 | 0.12% | — |
This table is the 150 largest positions by value, out of 438 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 Capital International Investors (CIK 1562230, accession 0001562230-26-000049). 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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