13F holdings
Capital Research Global Investors portfolio
Managed by . 459 reported positions worth $644.6B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$644.6B
Book value
459
Positions
35%
Top 10 weight
+67
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 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 (67)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CSCO | CISCO SYS INC | $5.0B | 63,949,104 | 0.77% |
| CIEN | CIENA CORP | $1.1B | 2,750,050 | 0.17% |
| AZN | ASTRAZENECA PLC | $901.8M | 4,611,176 | 0.14% |
| WDC | WESTERN DIGITAL CORP | $895.1M | 3,309,625 | 0.14% |
| ATO | ATMOS ENERGY CORP | $740.8M | 4,010,550 | 0.11% |
| FTAI | FTAI AVIATION LTD | $703.4M | 2,871,287 | 0.11% |
| WSO | WATSCO INC | $690.7M | 1,898,603 | 0.11% |
| OKE | ONEOK INC NEW | $566.6M | 6,264,969 | 0.09% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $489.9M | 10,883,778 | 0.08% |
| TSCO | TRACTOR SUPPLY CO | $481.8M | 10,634,640 | 0.07% |
| TFC | TRUIST FINL CORP | $467.5M | 10,174,835 | 0.07% |
| TMUS | T-MOBILE US INC | $381.1M | 1,814,581 | 0.06% |
| EGO | ELDORADO GOLD CORP NEW | $356.5M | 10,382,033 | 0.06% |
| SOBO | SOUTH BOW CORP | $341.9M | 10,278,370 | 0.05% |
| PSA | PUBLIC STORAGE OPER CO | $327.1M | 1,207,605 | 0.05% |
| OVV | OVINTIV INC | $318.2M | 5,361,215 | 0.05% |
| BRO | BROWN & BROWN INC | $253.8M | 3,891,662 | 0.04% |
| RGLD | ROYAL GOLD INC | $217.9M | 856,097 | 0.03% |
| BA 6 10/15/27 | BOEING CO | $190.6M | 2,937,780 | 0.03% |
| HUM | HUMANA INC | $190.6M | 1,099,839 | 0.03% |
| BAP | CREDICORP LTD | $155.8M | 459,435 | 0.02% |
| SPG | SIMON PPTY GROUP INC NEW | $154.2M | 826,812 | 0.02% |
| WST | WEST PHARMACEUTICAL SVSC INC | $151.4M | 604,011 | 0.02% |
| KKR 6.25 03/01/28 D | KKR & CO INC | $143.5M | 3,568,211 | 0.02% |
| AIR | AAR CORP | $133.9M | 1,223,260 | 0.02% |
Closed out (42)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| COF | CAPITAL ONE FINL CORP | $1.4B | 5,887,545 | 0.00% |
| LVS | LAS VEGAS SANDS CORP | $1.1B | 16,232,863 | 0.00% |
| EQT | EQT CORP | $671.2M | 12,521,749 | 0.00% |
| C | CITIGROUP INC | $530.2M | 4,543,822 | 0.00% |
| LHX | L3HARRIS TECHNOLOGIES INC | $440.2M | 1,499,577 | 0.00% |
| HAS | HASBRO INC | $264.5M | 3,225,875 | 0.00% |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $240.7M | 112,144 | 0.00% |
| CZR | CAESARS ENTERTAINMENT INC NE | $231.9M | 9,915,236 | 0.00% |
| IQV | IQVIA HLDGS INC | $196.7M | 872,634 | 0.00% |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $150.1M | 1,827,439 | 0.00% |
| CBZ | CBIZ INC | $147.0M | 2,914,541 | 0.00% |
| JANUS HENDERSON GROUP PL | JANUS HENDERSON GROUP PLC | $131.8M | 2,771,437 | 0.00% |
| GIS | GENERAL MLS INC | $127.2M | 2,734,427 | 0.00% |
| LW | LAMB WESTON HLDGS INC | $118.1M | 2,820,000 | 0.00% |
| NYT | NEW YORK TIMES CO | $117.7M | 1,694,919 | 0.00% |
| GOLF | ACUSHNET HLDGS CORP | $116.9M | 1,465,000 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $107.9M | 1,131,294 | 0.00% |
| PEGA | PEGASYSTEMS INC | $107.3M | 1,796,189 | 0.00% |
| STUB | STUBHUB HLDGS INC | $106.9M | 7,900,000 | 0.00% |
| LINE | LINEAGE INC | $97.7M | 2,790,338 | 0.00% |
| SHOO | MADDEN STEVEN LTD | $84.3M | 2,025,479 | 0.00% |
| FA | FIRST ADVANTAGE CORP NEW | $70.7M | 4,864,471 | 0.00% |
| EIX | EDISON INTL | $68.9M | 1,148,661 | 0.00% |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $50.8M | 753,785 | 0.00% |
| CLBT | CELLEBRITE DI LTD | $43.4M | 2,405,172 | 0.00% |
Added to (195)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $35.9B | 116,025,298 | 5.57% | +34% |
| MSFT | MICROSOFT CORP | $35.6B | 96,093,061 | 5.52% | +31% |
| NVDA | NVIDIA CORPORATION | $33.7B | 193,037,700 | 5.22% | +13% |
| AMZN | AMAZON COM INC | $24.7B | 118,434,267 | 3.83% | +32% |
| META | META PLATFORMS INC | $17.7B | 30,909,975 | 2.74% | +73% |
| GOOGL | ALPHABET INC | $16.5B | 57,546,747 | 2.57% | +11% |
| AAPL | APPLE INC | $16.3B | 64,035,728 | 2.52% | +15% |
| PM | PHILIP MORRIS INTL INC | $13.2B | 79,823,025 | 2.05% | +46% |
| GOOG | ALPHABET INC | $11.6B | 40,305,350 | 1.79% | +43% |
| GE | GE AEROSPACE | $9.9B | 34,724,628 | 1.53% | +40% |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.4B | 21,125,964 | 1.46% | +22% |
| SBUX | STARBUCKS CORP | $9.2B | 102,348,519 | 1.42% | +25% |
| UBER | UBER TECHNOLOGIES INC | $8.4B | 116,339,639 | 1.30% | +3% |
| JPM | JPMORGAN CHASE & CO | $8.1B | 27,413,395 | 1.25% | +25% |
| CNQ | CANADIAN NAT RES LTD MED TER | $8.0B | 164,432,659 | 1.24% | +12% |
Trimmed (152)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PYPL | PAYPAL HLDGS INC | $1.1M | 25,246 | 0.00% | -100% |
| NOW | SERVICENOW INC | $4.5M | 42,516 | 0.00% | -99% |
| PCAR | PACCAR INC | $35.0M | 303,434 | 0.01% | -95% |
| SPNT | SIRIUSPOINT LTD | $16.1M | 747,968 | 0.00% | -90% |
| BOOT | BOOT BARN HLDGS INC | $2.9M | 20,000 | 0.00% | -87% |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $5.8M | 102,895 | 0.00% | -87% |
| ALK | ALASKA AIR GROUP INC | $17.5M | 475,350 | 0.00% | -85% |
| CNX | CNX RES CORP | $31.4M | 815,039 | 0.00% | -83% |
| SLB | SLB LIMITED | $102.7M | 1,997,896 | 0.02% | -81% |
| LKQ | LKQ CORP | $22.8M | 775,474 | 0.00% | -80% |
| VXUS | VANGUARD STAR FDS | $225,606 | 3,023 | 0.00% | -76% |
| LPX | LOUISIANA PAC CORP | $22.8M | 313,497 | 0.00% | -75% |
| HDB | HDFC BANK LTD | $29.7M | 1,192,888 | 0.00% | -74% |
| DKNG | DRAFTKINGS INC NEW | $38.5M | 1,778,766 | 0.01% | -73% |
| WH | WYNDHAM HOTELS & RESORTS INC | $182.6M | 2,248,498 | 0.03% | -73% |
The book
Largest 150 of 459 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $35.9B | 116,025,298 | 5.57% | — |
| MSFT | MICROSOFT CORP | $35.6B | 96,093,061 | 5.52% | — |
| NVDA | NVIDIA CORPORATION | $33.7B | 193,037,700 | 5.22% | — |
| AMZN | AMAZON COM INC | $24.7B | 118,434,267 | 3.83% | — |
| LLY | ELI LILLY & CO | $22.7B | 24,632,647 | 3.51% | — |
| META | META PLATFORMS INC | $17.7B | 30,909,975 | 2.74% | — |
| GOOGL | ALPHABET INC | $16.5B | 57,546,747 | 2.57% | — |
| AAPL | APPLE INC | $16.3B | 64,035,728 | 2.52% | — |
| PM | PHILIP MORRIS INTL INC | $13.2B | 79,823,025 | 2.05% | — |
| GOOG | ALPHABET INC | $11.6B | 40,305,350 | 1.79% | — |
| RTX | RTX CORPORATION | $10.1B | 52,337,386 | 1.57% | — |
| AMAT | APPLIED MATLS INC | $10.1B | 29,455,424 | 1.56% | — |
| GE | GE AEROSPACE | $9.9B | 34,724,628 | 1.53% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $9.4B | 21,125,964 | 1.46% | — |
| SBUX | STARBUCKS CORP | $9.2B | 102,348,519 | 1.42% | — |
| UBER | UBER TECHNOLOGIES INC | $8.4B | 116,339,639 | 1.30% | — |
| JPM | JPMORGAN CHASE & CO | $8.1B | 27,413,395 | 1.25% | — |
| CNQ | CANADIAN NAT RES LTD MED TER | $8.0B | 164,432,659 | 1.24% | — |
| LIN | LINDE PLC | $8.0B | 16,051,934 | 1.23% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $7.8B | 28,255,701 | 1.21% | — |
| MA | MASTERCARD INCORPORATED | $6.9B | 13,884,582 | 1.08% | — |
| ABBV | ABBVIE INC | $6.8B | 31,254,786 | 1.05% | — |
| CARR | CARRIER GLOBAL CORPORATION | $6.6B | 116,392,662 | 1.02% | — |
| NFLX | NETFLIX INC. | $6.5B | 68,045,981 | 1.01% | — |
| WFC | WELLS FARGO & CO | $5.8B | 72,893,582 | 0.90% | — |
| EXMOC | EXXON MOBIL CORP | $5.7B | 33,701,474 | 0.89% | — |
| ABT | ABBOTT LABORATORIES | $5.1B | 49,775,362 | 0.79% | — |
| CSCO | CISCO SYS INC | $5.0B | 63,949,104 | 0.77% | — |
| HD | HOME DEPOT INC | $4.9B | 14,986,308 | 0.76% | — |
| ORCL | ORACLE CORP | $4.7B | 32,139,254 | 0.73% | — |
| MELI | MERCADOLIBRE INC | $4.7B | 2,717,172 | 0.73% | — |
| UNH | UNITEDHEALTH GROUP INC | $4.6B | 17,112,218 | 0.72% | — |
| PGR | PROGRESSIVE CORP | $4.5B | 22,574,142 | 0.69% | — |
| BLK | BLACKROCK INC | $4.4B | 4,610,418 | 0.69% | — |
| UNP | UNION PAC CORP | $4.1B | 16,906,409 | 0.64% | — |
| MDLZ | MONDELEZ INTL INC | $3.9B | 68,304,166 | 0.61% | — |
| GILD | GILEAD SCIENCES INC | $3.8B | 27,127,533 | 0.59% | — |
| EOG | EOG RES INC | $3.8B | 26,056,870 | 0.58% | — |
| TDG | TRANSDIGM GROUP INC | $3.6B | 3,143,509 | 0.57% | — |
| MDT | MEDTRONIC PLC | $3.6B | 41,926,590 | 0.56% | — |
| INTC | INTEL CORP | $3.4B | 77,301,863 | 0.53% | — |
| CVNA | CARVANA CO | $3.4B | 10,850,505 | 0.53% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3.4B | 9,989,672 | 0.52% | — |
| APH | AMPHENOL CORP | $3.4B | 26,630,629 | 0.52% | — |
| MS | MORGAN STANLEY | $3.3B | 20,270,720 | 0.52% | — |
| NEE | NEXTERA ENERGY INC | $3.3B | 35,659,943 | 0.51% | — |
| TSLA | TESLA INC | $3.2B | 8,624,813 | 0.50% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.1B | 9,471,181 | 0.49% | — |
| CNP | CENTERPOINT ENERGY INC | $3.1B | 72,275,884 | 0.48% | — |
| D | DOMINION ENERGY INC | $3.0B | 48,976,047 | 0.47% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $3.0B | 10,410,510 | 0.47% | — |
| GLW | CORNING INC | $3.0B | 21,847,495 | 0.46% | — |
| APO | APOLLO GLOBAL MGMT INC | $2.9B | 26,182,472 | 0.45% | — |
| TRP | TC ENERGY CORP | $2.8B | 44,847,288 | 0.44% | — |
| IP | INTERNATIONAL PAPER CO | $2.8B | 78,495,599 | 0.43% | — |
| CVE | CENOVUS ENERGY INC | $2.8B | 105,245,545 | 0.43% | — |
| CMCSA | COMCAST CORP NEW | $2.6B | 89,574,393 | 0.40% | — |
| CRM | SALESFORCE INC | $2.6B | 13,705,564 | 0.40% | — |
| AMGN | AMGEN INC | $2.4B | 6,955,345 | 0.38% | — |
| FCX | FREEPORT MCMORAN INC | $2.4B | 40,841,930 | 0.37% | — |
| IR | INGERSOLL RAND INC | $2.4B | 29,469,775 | 0.37% | — |
| CAT | CATERPILLAR INC | $2.3B | 3,200,849 | 0.35% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.2B | 5,736,070 | 0.35% | — |
| KO | COCA COLA CO | $2.2B | 29,476,904 | 0.35% | — |
| PLD | PROLOGIS INC. | $2.2B | 16,940,418 | 0.35% | — |
| HAL | HALLIBURTON CO | $2.2B | 56,339,126 | 0.34% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.2B | 4,414,621 | 0.34% | — |
| XEL | XCEL ENERGY INC | $2.2B | 27,258,524 | 0.34% | — |
| MCD | MCDONALDS CORP | $2.1B | 6,894,237 | 0.33% | — |
| JNJ | JOHNSON & JOHNSON | $2.1B | 8,739,988 | 0.33% | — |
| DTE | DTE ENERGY CO | $2.1B | 14,211,225 | 0.32% | — |
| CB | CHUBB LTD SWITZ | $2.1B | 6,297,525 | 0.32% | — |
| WM | WASTE MGMT INC DEL | $2.0B | 8,732,043 | 0.31% | — |
| URI | UNITED RENTALS INC | $2.0B | 2,725,460 | 0.31% | — |
| MRSH | MARSH & MCLENNAN COS INC | $2.0B | 11,301,188 | 0.30% | — |
| XPO | XPO INC | $1.9B | 9,588,191 | 0.29% | — |
| NU | NU HLDGS LTD | $1.8B | 128,461,467 | 0.29% | — |
| SYK | STRYKER CORPORATION | $1.8B | 5,612,389 | 0.29% | — |
| V | VISA INC | $1.8B | 6,022,082 | 0.28% | — |
| PNC | PNC FINL SVCS GROUP INC | $1.8B | 8,738,645 | 0.28% | — |
| ANET | ARISTA NETWORKS INC | $1.8B | 14,759,167 | 0.28% | — |
| BTI | BRITISH AMERN TOB PLC | $1.8B | 30,962,901 | 0.28% | — |
| T | AT&T INC | $1.8B | 61,572,383 | 0.28% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.7B | 8,556,120 | 0.27% | — |
| TXN | TEXAS INSTRS INC | $1.7B | 8,911,443 | 0.27% | — |
| BX | BLACKSTONE INC | $1.7B | 14,740,886 | 0.26% | — |
| MO | ALTRIA GROUP INC | $1.7B | 25,679,912 | 0.26% | — |
| DHR | DANAHER CORP DEL | $1.7B | 8,897,773 | 0.26% | — |
| VIK | VIKING HOLDINGS LTD | $1.7B | 22,686,111 | 0.26% | — |
| PNW | PINNACLE WEST CAP CORP | $1.7B | 16,436,894 | 0.26% | — |
| SW | SMURFIT WESTROCK PLC | $1.6B | 38,971,751 | 0.24% | — |
| KKR | KKR & CO INC | $1.6B | 16,779,099 | 0.24% | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1.5B | 21,108,753 | 0.23% | — |
| BLD* | TOPBUILD COR | $1.4B | 4,095,185 | 0.22% | — |
| CVS | CVS HEALTH CORP | $1.4B | 20,012,332 | 0.22% | — |
| KLAC | KLA CORP | $1.4B | 976,438 | 0.22% | — |
| MU | MICRON TECHNOLOGY INC | $1.4B | 4,156,259 | 0.22% | — |
| SHOP | SHOPIFY INC | $1.4B | 11,641,932 | 0.21% | — |
| GD | GENERAL DYNAMICS CORP | $1.3B | 3,926,070 | 0.21% | — |
| BKR | BAKER HUGHES COMPANY | $1.3B | 21,963,612 | 0.21% | — |
| CEG | CONSTELLATION ENERGY CORP | $1.3B | 4,787,994 | 0.21% | — |
| HONGBP | HONEYWELL INTL INC | $1.3B | 5,905,232 | 0.21% | — |
| ENTG | ENTEGRIS INC | $1.3B | 11,370,375 | 0.21% | — |
| WELL | WELLTOWER INC | $1.3B | 6,534,932 | 0.20% | — |
| ITW | ILLINOIS TOOL WKS INC | $1.2B | 4,758,291 | 0.19% | — |
| PG | PROCTER & GAMBLE CO | $1.2B | 8,433,333 | 0.19% | — |
| FICO | FAIR ISAAC CORP | $1.2B | 1,119,457 | 0.19% | — |
| SHW | SHERWIN WILLIAMS CO | $1.2B | 3,613,050 | 0.18% | — |
| CHTR | CHARTER COMMUNICATIONS INC | $1.1B | 5,293,545 | 0.18% | — |
| ACN | ACCENTURE PLC IRELAND | $1.1B | 5,733,165 | 0.18% | — |
| AFRM | AFFIRM HLDGS INC | $1.1B | 24,592,033 | 0.17% | — |
| NVR | NVR INC | $1.1B | 162,965 | 0.17% | — |
| CIEN | CIENA CORP | $1.1B | 2,750,050 | 0.17% | — |
| APP | APPLOVIN CORP | $1.1B | 2,638,869 | 0.16% | — |
| MDLN | MEDLINE INC | $1.0B | 23,161,670 | 0.16% | — |
| CME | CME GROUP INC | $984.8M | 3,334,426 | 0.15% | — |
| GFL | GFL ENVIRONMENTAL INC | $965.9M | 23,151,980 | 0.15% | — |
| AXP | AMERICAN EXPRESS CO | $959.0M | 3,170,551 | 0.15% | — |
| MSTR | STRATEGY INC | $950.4M | 7,615,709 | 0.15% | — |
| TJX | TJX COS INC NEW | $941.3M | 5,897,150 | 0.15% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $924.3M | 1,928,765 | 0.14% | — |
| SWK | STANLEY BLACK & DECKER INC | $922.0M | 12,975,998 | 0.14% | — |
| AZN | ASTRAZENECA PLC | $901.8M | 4,611,176 | 0.14% | — |
| ATI | ATI INC | $896.0M | 6,160,107 | 0.14% | — |
| WDC | WESTERN DIGITAL CORP | $895.1M | 3,309,625 | 0.14% | — |
| FIS | FIDELITY NATL INFORMATION SV | $886.7M | 18,901,807 | 0.14% | — |
| LMT | LOCKHEED MARTIN CORP | $885.4M | 1,464,995 | 0.14% | — |
| UDR | UDR INC | $865.7M | 25,626,709 | 0.13% | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $855.7M | 10,570,550 | 0.13% | — |
| NOC | NORTHROP GRUMMAN CORP | $830.1M | 1,217,189 | 0.13% | — |
| LYB | LYONDELLBASELL INDUSTRIES NV | $822.2M | 10,205,644 | 0.13% | — |
| EXR | EXTRA SPACE STORAGE INC | $820.1M | 6,254,188 | 0.13% | — |
| SNPS | SYNOPSYS INC | $817.8M | 2,062,878 | 0.13% | — |
| ECL | ECOLAB INC | $817.3M | 3,072,430 | 0.13% | — |
| COP | CONOCOPHILLIPS | $812.2M | 6,152,982 | 0.13% | — |
| BA | BOEING CO | $809.8M | 4,069,127 | 0.13% | — |
| CSX | CSX CORP | $807.4M | 19,669,920 | 0.13% | — |
| TT | TRANE TECHNOLOGIES PLC | $777.1M | 1,864,801 | 0.12% | — |
| PEP | PEPSICO INC | $768.0M | 4,945,285 | 0.12% | — |
| DASH | DOORDASH INC | $766.4M | 5,104,569 | 0.12% | — |
| EXE | EXPAND ENERGY CORPORATION | $746.4M | 6,798,764 | 0.12% | — |
| ATO | ATMOS ENERGY CORP | $740.8M | 4,010,550 | 0.11% | — |
| ITUB | ITAU UNIBANCO HLDG S A | $708.9M | 84,609,325 | 0.11% | — |
| AMT | AMERICAN TOWER CORP | $708.2M | 4,103,353 | 0.11% | — |
| FTAI | FTAI AVIATION LTD | $703.4M | 2,871,287 | 0.11% | — |
| WSO | WATSCO INC | $690.7M | 1,898,603 | 0.11% | — |
| STLD | STEEL DYNAMICS INC | $653.6M | 3,630,842 | 0.10% | — |
| AJG | GALLAGHER ARTHUR J & CO | $645.4M | 2,980,131 | 0.10% | — |
| DHI | D R HORTON INC | $639.1M | 4,657,746 | 0.10% | — |
| ARM | ARM HOLDINGS PLC | $638.1M | 4,218,729 | 0.10% | — |
This table is the 150 largest positions by value, out of 459 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 Research Global Investors (CIK 1422848, accession 0001422848-26-000041). 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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