13F holdings
Capital World Investors portfolio
Managed by . 620 reported positions worth $732.9B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$732.9B
Book value
620
Positions
28%
Top 10 weight
+110
New this quarter
-64
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 (110)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $5.5B | 28,264,580 | 0.75% |
| AKAM | AKAMAI TECHNOLOGIES INC | $776.9M | 6,764,438 | 0.11% |
| BP | BP PLC | $747.7M | 15,908,895 | 0.10% |
| EXE | EXPAND ENERGY CORPORATION | $681.9M | 6,211,571 | 0.09% |
| AIG | AMERICAN INTL GROUP INC | $602.0M | 8,000,000 | 0.08% |
| HSY | HERSHEY CO | $571.7M | 2,750,000 | 0.08% |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $543.1M | 6,026,881 | 0.07% |
| SW | SMURFIT WESTROCK PLC | $497.0M | 12,472,417 | 0.07% |
| ONC | BEONE MEDICINES LTD | $481.9M | 1,622,687 | 0.07% |
| HBAN | HUNTINGTON BANCSHARES INC | $404.4M | 25,841,102 | 0.06% |
| RPRX | ROYALTY PHARMA PLC | $385.5M | 8,036,714 | 0.05% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $363.5M | 5,692,089 | 0.05% |
| AMX | AMERICA MOVIL SAB DE CV | $353.2M | 13,872,513 | 0.05% |
| DOW | DOW HLDGS INC | $295.8M | 7,103,018 | 0.04% |
| MKSI | MKS INC. | $293.5M | 1,277,200 | 0.04% |
| PBR | PETROLEO BRASILEIRO S A | $292.6M | 14,102,155 | 0.04% |
| BURL | BURLINGTON STORES INC | $291.6M | 896,117 | 0.04% |
| EQT | EQT CORP | $283.8M | 4,459,152 | 0.04% |
| CF | CF INDUSTRIES HOLD | $281.9M | 2,170,883 | 0.04% |
| IDXX | IDEXX LABS INC | $279.7M | 497,851 | 0.04% |
| ITT | ITT INC | $236.9M | 1,243,409 | 0.03% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $233.6M | 1,182,767 | 0.03% |
| TSEM | TOWER SEMICONDUCTOR LTD | $232.8M | 1,326,761 | 0.03% |
| CNP | CENTERPOINT ENERGY INC | $227.6M | 5,272,958 | 0.03% |
| CRSP | CRISPR THERAPEUTICS AG | $224.8M | 4,725,037 | 0.03% |
Closed out (64)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SNPS | SYNOPSYS INC | $3.1B | 6,635,080 | 0.00% |
| ABT | ABBOTT LABS | $1.1B | 8,466,861 | 0.00% |
| SNAP | SNAP INC | $713.8M | 88,452,006 | 0.00% |
| MCD | MCDONALDS CORP | $474.0M | 1,550,991 | 0.00% |
| HIMS | HIMS & HERS HEALTH INC | $465.1M | 14,322,912 | 0.00% |
| DUOL | DUOLINGO INC | $393.4M | 2,241,378 | 0.00% |
| RRX | REGAL REXNORD CORPORATION | $377.1M | 2,687,729 | 0.00% |
| ODFL | OLD DOMINION FREIGHT LINE IN | $372.4M | 2,375,101 | 0.00% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $342.9M | 6,640,638 | 0.00% |
| PKG | PACKAGING CORP AMER | $253.6M | 1,229,648 | 0.00% |
| IP | INTERNATIONAL PAPER CO | $249.4M | 6,332,121 | 0.00% |
| VICI | VICI PPTYS INC | $224.6M | 7,986,313 | 0.00% |
| GWRE | GUIDEWIRE SOFTWARE INC | $202.4M | 1,006,940 | 0.00% |
| HWM | HOWMET AEROSPACE INC | $150.4M | 733,386 | 0.00% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $141.9M | 5,882,816 | 0.00% |
| INTA | INTAPP INC | $137.1M | 2,992,169 | 0.00% |
| ARM | ARM HOLDINGS PLC | $127.4M | 1,165,776 | 0.00% |
| TME | TENCENT MUSIC ENTMT GROUP | $123.2M | 7,030,660 | 0.00% |
| DHR | DANAHER CORPORATION | $112.8M | 492,865 | 0.00% |
| MAKEMYTRIP LIMITED MAURI | MAKEMYTRIP LIMITED MAURITIUS | $107.7M | 1,311,189 | 0.00% |
| EXK | EXACT SCIENCES CORP | $98.3M | 968,232 | 0.00% |
| AZNN | ASTRAZENECA PLC | $84.1M | 914,079 | 0.00% |
| HEI/A | HEICO CORP NEW | $78.7M | 311,861 | 0.00% |
| DPZ | DOMINOS PIZZA INC | $73.6M | 176,500 | 0.00% |
| TMUS | T-MOBILE US INC | $62.4M | 307,500 | 0.00% |
Added to (239)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| META | META PLATFORMS INC | $23.5B | 41,055,422 | 3.20% | +4% |
| GOOGL | ALPHABET INC | $18.8B | 65,347,108 | 2.56% | +21% |
| LLY | ELI LILLY & CO | $14.4B | 15,621,813 | 1.96% | +4% |
| GOOG | ALPHABET INC | $12.8B | 44,759,732 | 1.75% | +55% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.1B | 32,886,937 | 1.52% | +20% |
| AMZN | AMAZON COM INC | $10.5B | 50,418,935 | 1.43% | +49% |
| AMGN | AMGEN INC | $10.3B | 29,288,343 | 1.41% | +27% |
| NFLX | NETFLIX INC. | $9.5B | 99,103,552 | 1.30% | +11% |
| SBUX | STARBUCKS CORP | $9.3B | 103,315,629 | 1.26% | +22% |
| V | VISA INC | $7.6B | 25,178,201 | 1.04% | +3% |
| UNH | UNITEDHEALTH GROUP INC | $7.5B | 27,783,415 | 1.03% | +23% |
| EOG | EOG RES INC | $7.5B | 51,890,964 | 1.02% | +28% |
| BAC | BANK AMERICA CORP | $7.0B | 144,289,396 | 0.96% | +2% |
| DE | DEERE & CO | $6.9B | 12,272,894 | 0.94% | +28% |
| UNP | UNION PAC CORP | $6.6B | 27,072,234 | 0.90% | +34% |
Trimmed (163)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BZ | KANZHUN LIMITED | $1.9M | 142,411 | 0.00% | -99% |
| HDB | HDFC BANK LTD | $3.8M | 159,243 | 0.00% | -96% |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | $362,200 | 152,827 | 0.00% | -85% |
| HRI | HERC HLDGS INC | $17.4M | 174,531 | 0.00% | -84% |
| MSI | MOTOROLA SOLUTIONS INC | $85.2M | 196,259 | 0.01% | -78% |
| VXUS | VANGUARD STAR FDS | $388,972 | 5,212 | 0.00% | -77% |
| CHWY | CHEWY INC | $1.0M | 38,487 | 0.00% | -75% |
| RSG | REPUBLIC SVCS INC | $523.7M | 2,391,031 | 0.07% | -73% |
| SPOT | SPOTIFY TECHNOLOGY S A | $384.3M | 792,560 | 0.05% | -72% |
| NUE | NUCOR CORP | $159.2M | 941,546 | 0.02% | -69% |
| VTV | VANGUARD INDEX FDS | $426,756 | 2,211 | 0.00% | -69% |
| PWR | QUANTA SVCS INC | $1.1B | 2,070,989 | 0.16% | -64% |
| NTES | NETEASE COM INC | $60.6M | 541,188 | 0.01% | -64% |
| LYV | LIVE NATION ENTERTAINMENT IN | $380.4M | 2,494,216 | 0.05% | -64% |
| MDLZ | MONDELEZ INTL INC | $46.9M | 813,911 | 0.01% | -64% |
The book
Largest 150 of 620 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $36.0B | 116,188,483 | 4.91% | — |
| META | META PLATFORMS INC | $23.5B | 41,055,422 | 3.20% | — |
| MSFT | MICROSOFT CORP | $22.8B | 61,734,339 | 3.12% | — |
| NVDA | NVIDIA CORPORATION | $22.7B | 130,266,430 | 3.10% | — |
| PM | PHILIP MORRIS INTL INC | $22.1B | 133,450,504 | 3.01% | — |
| GOOGL | ALPHABET INC | $18.8B | 65,347,108 | 2.56% | — |
| TSLA | TESLA INC | $15.9B | 42,904,073 | 2.18% | — |
| LLY | ELI LILLY & CO | $14.4B | 15,621,813 | 1.96% | — |
| MU | MICRON TECHNOLOGY INC | $14.2B | 42,054,392 | 1.94% | — |
| GOOG | ALPHABET INC | $12.8B | 44,759,732 | 1.75% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $11.3B | 25,368,124 | 1.55% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $11.1B | 32,886,937 | 1.52% | — |
| AMZN | AMAZON COM INC | $10.5B | 50,418,935 | 1.43% | — |
| AMGN | AMGEN INC | $10.3B | 29,288,343 | 1.41% | — |
| CNQ | CANADIAN NAT RES LTD MED TER | $9.6B | 197,679,763 | 1.32% | — |
| NFLX | NETFLIX INC. | $9.5B | 99,103,552 | 1.30% | — |
| SBUX | STARBUCKS CORP | $9.3B | 103,315,629 | 1.26% | — |
| V | VISA INC | $7.6B | 25,178,201 | 1.04% | — |
| UNH | UNITEDHEALTH GROUP INC | $7.5B | 27,783,415 | 1.03% | — |
| EOG | EOG RES INC | $7.5B | 51,890,964 | 1.02% | — |
| BAC | BANK AMERICA CORP | $7.0B | 144,289,396 | 0.96% | — |
| DE | DEERE & CO | $6.9B | 12,272,894 | 0.94% | — |
| AAPL | APPLE INC | $6.9B | 27,140,333 | 0.94% | — |
| UNP | UNION PAC CORP | $6.6B | 27,072,234 | 0.90% | — |
| KLAC | KLA CORP | $6.0B | 4,084,069 | 0.82% | — |
| GILD | GILEAD SCIENCES INC | $5.8B | 41,283,933 | 0.78% | — |
| CVS | CVS HEALTH CORP | $5.5B | 77,248,642 | 0.76% | — |
| AZN | ASTRAZENECA PLC | $5.5B | 28,264,580 | 0.75% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $5.5B | 20,062,271 | 0.75% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $5.5B | 42,086,263 | 0.75% | — |
| SO | SOUTHERN CO | $5.4B | 56,239,873 | 0.74% | — |
| TDG | TRANSDIGM GROUP INC | $5.4B | 4,666,491 | 0.74% | — |
| HD | HOME DEPOT INC | $5.3B | 16,143,812 | 0.72% | — |
| CMCSA | COMCAST CORP NEW | $5.2B | 182,141,779 | 0.71% | — |
| BA | BOEING CO | $5.1B | 25,727,803 | 0.70% | — |
| DHI | D R HORTON INC | $5.1B | 36,936,106 | 0.69% | — |
| ASML | ASML HLDG NV | $4.9B | 3,733,385 | 0.67% | — |
| NOC | NORTHROP GRUMMAN CORP | $4.7B | 6,892,150 | 0.64% | — |
| NET | CLOUDFLARE INC | $4.7B | 22,735,569 | 0.64% | — |
| C | CITIGROUP INC | $4.6B | 40,720,859 | 0.63% | — |
| JPM | JPMORGAN CHASE & CO | $4.5B | 15,421,463 | 0.62% | — |
| TTE | TOTALENERGIES SE | $4.5B | 48,349,190 | 0.61% | — |
| AEM | AGNICO EAGLE MINES LTD | $4.4B | 21,626,307 | 0.60% | — |
| GE | GE AEROSPACE | $4.4B | 15,366,155 | 0.59% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $4.1B | 17,062,453 | 0.56% | — |
| SHOP | SHOPIFY INC | $4.0B | 33,696,844 | 0.55% | — |
| FE | FIRSTENERGY CORP | $3.9B | 77,662,784 | 0.54% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $3.8B | 11,011,608 | 0.52% | — |
| MELI | MERCADOLIBRE INC | $3.8B | 2,194,481 | 0.52% | — |
| GEV | GE VERNOVA INC | $3.7B | 4,262,860 | 0.51% | — |
| ISRG | INTUITIVE SURGICAL INC | $3.7B | 8,048,010 | 0.51% | — |
| AON | AON PLC | $3.7B | 11,477,788 | 0.51% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.6B | 10,802,348 | 0.49% | — |
| INTC | INTEL CORP | $3.5B | 79,877,133 | 0.48% | — |
| ABBV | ABBVIE INC | $3.4B | 15,841,367 | 0.47% | — |
| BN | BROOKFIELD CORP | $3.3B | 82,340,675 | 0.45% | — |
| COF | CAPITAL ONE FINL CORP | $3.3B | 18,120,639 | 0.45% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $3.3B | 6,646,316 | 0.45% | — |
| BKNG | BOOKING HOLDINGS INC | $3.2B | 769,161 | 0.44% | — |
| WDC | WESTERN DIGITAL CORP | $3.2B | 11,880,038 | 0.44% | — |
| QSR | RESTAURANT BRANDS INTL INC | $3.2B | 42,858,035 | 0.43% | — |
| T | AT&T INC | $3.2B | 109,243,734 | 0.43% | — |
| CRM | SALESFORCE INC | $3.1B | 16,711,525 | 0.43% | — |
| MRSH | MARSH & MCLENNAN COS INC | $3.1B | 17,969,182 | 0.43% | — |
| CTVA | CORTEVA INC | $3.0B | 35,998,047 | 0.41% | — |
| AJG | GALLAGHER ARTHUR J & CO | $3.0B | 13,817,720 | 0.41% | — |
| BKR | BAKER HUGHES COMPANY | $3.0B | 48,433,252 | 0.40% | — |
| DRI | DARDEN RESTAURANTS INC | $2.9B | 14,928,684 | 0.40% | — |
| JNJ | JOHNSON & JOHNSON | $2.9B | 11,749,361 | 0.39% | — |
| FTAI | FTAI AVIATION LTD | $2.9B | 11,646,761 | 0.39% | — |
| BA 6 10/15/27 | BOEING CO | $2.8B | 43,705,702 | 0.39% | — |
| PGR | PROGRESSIVE CORP | $2.8B | 14,173,539 | 0.38% | — |
| RGLD | ROYAL GOLD INC | $2.7B | 10,516,187 | 0.37% | — |
| NKE | NIKE INC | $2.7B | 50,477,362 | 0.36% | — |
| KDP | KEURIG DR PEPPER INC | $2.6B | 99,030,129 | 0.36% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2.6B | 80,672,018 | 0.35% | — |
| BG | BUNGE GLOBAL SA | $2.6B | 20,211,311 | 0.35% | — |
| GS | GOLDMAN SACHS GROUP INC | $2.5B | 3,002,517 | 0.35% | — |
| WELL | WELLTOWER INC | $2.5B | 12,722,329 | 0.34% | — |
| CAT | CATERPILLAR INC | $2.5B | 3,543,940 | 0.34% | — |
| IR | INGERSOLL RAND INC | $2.5B | 31,237,077 | 0.34% | — |
| SLB | SLB LIMITED | $2.5B | 47,738,940 | 0.33% | — |
| SYF | SYNCHRONY FINANCIAL | $2.3B | 33,796,907 | 0.31% | — |
| CVX | CHEVRON CORPORATION | $2.2B | 10,852,533 | 0.31% | — |
| RYAAY | RYANAIR HOLDINGS PLC | $2.2B | 37,951,484 | 0.30% | — |
| APO | APOLLO GLOBAL MGMT INC | $2.1B | 18,907,562 | 0.29% | — |
| CME | CME GROUP INC | $2.0B | 6,936,488 | 0.28% | — |
| RTX | RTX CORPORATION | $2.0B | 10,604,822 | 0.28% | — |
| COST | COSTCO WHOLESALE CORPORATION | $2.0B | 2,034,165 | 0.28% | — |
| CVE | CENOVUS ENERGY INC | $2.0B | 75,924,020 | 0.27% | — |
| CB | CHUBB LTD SWITZ | $2.0B | 6,054,312 | 0.27% | — |
| PFGC | PERFORMANCE FOOD GROUP CO | $2.0B | 23,030,619 | 0.27% | — |
| MA | MASTERCARD INCORPORATED | $2.0B | 3,943,714 | 0.27% | — |
| EXC | EXELON CORP | $2.0B | 40,074,592 | 0.27% | — |
| ILMN | ILLUMINA INC | $1.9B | 15,549,960 | 0.26% | — |
| STZ | CONSTELLATION BRANDS INC | $1.8B | 12,206,493 | 0.25% | — |
| FITB | FIFTH THIRD BANCORP | $1.8B | 39,074,539 | 0.25% | — |
| TCOM | TRIP COM GROUP LTD | $1.8B | 36,115,209 | 0.25% | — |
| EXMOC | EXXON MOBIL CORP | $1.8B | 10,444,549 | 0.24% | — |
| ALB | ALBEMARLE CORP | $1.8B | 9,835,390 | 0.24% | — |
| SPG | SIMON PPTY GROUP INC NEW | $1.7B | 9,050,315 | 0.23% | — |
| CFG | CITIZENS FINL GROUP INC | $1.7B | 27,904,054 | 0.23% | — |
| VALE | VALE S A | $1.7B | 104,839,174 | 0.23% | — |
| ARGX | ARGENX SE | $1.6B | 2,256,216 | 0.22% | — |
| URI | UNITED RENTALS INC | $1.6B | 2,201,654 | 0.22% | — |
| DTE | DTE ENERGY CO | $1.6B | 10,933,476 | 0.22% | — |
| IONS | IONIS PHARMACEUTICALS INC | $1.6B | 21,186,369 | 0.22% | — |
| SCCO | SOUTHERN COPPER CORP | $1.5B | 8,611,291 | 0.20% | — |
| PH | PARKER-HANNIFIN CORP | $1.5B | 1,626,604 | 0.20% | — |
| CCJ | CAMECO CORP | $1.4B | 13,262,917 | 0.20% | — |
| MDT | MEDTRONIC PLC | $1.4B | 16,507,316 | 0.20% | — |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.4B | 58,667,233 | 0.19% | — |
| GM | GENERAL MTRS CO | $1.4B | 18,616,287 | 0.19% | — |
| MMM | 3M CO | $1.3B | 9,172,034 | 0.18% | — |
| BAP | CREDICORP LTD | $1.3B | 3,906,399 | 0.18% | — |
| ARES | ARES MANAGEMENT CORPORATION | $1.3B | 11,784,120 | 0.18% | — |
| KO | COCA COLA CO | $1.3B | 16,778,422 | 0.17% | — |
| RBLX | ROBLOX CORP | $1.3B | 22,473,240 | 0.17% | — |
| APP | APPLOVIN CORP | $1.3B | 3,179,560 | 0.17% | — |
| XYZ | BLOCK INC | $1.2B | 20,602,960 | 0.17% | — |
| DASH | DOORDASH INC | $1.2B | 8,240,413 | 0.17% | — |
| FNV | FRANCO NEV CORP | $1.2B | 4,969,802 | 0.17% | — |
| MO | ALTRIA GROUP INC | $1.2B | 18,416,099 | 0.17% | — |
| DIS | DISNEY WALT CO | $1.2B | 12,560,568 | 0.17% | — |
| FIX | COMFORT SYS USA INC | $1.2B | 865,780 | 0.16% | — |
| B | BARRICK MNG CORP | $1.2B | 29,226,328 | 0.16% | — |
| WFC | WELLS FARGO & CO | $1.2B | 14,886,716 | 0.16% | — |
| UBER | UBER TECHNOLOGIES INC | $1.2B | 16,307,351 | 0.16% | — |
| PWR | QUANTA SVCS INC | $1.1B | 2,070,989 | 0.16% | — |
| LMT | LOCKHEED MARTIN CORP | $1.1B | 1,870,753 | 0.15% | — |
| VNOM | VIPER ENERGY INC | $1.1B | 24,017,493 | 0.15% | — |
| XPO | XPO INC | $1.1B | 5,778,228 | 0.15% | — |
| CEG | CONSTELLATION ENERGY CORP | $1.1B | 3,977,135 | 0.15% | — |
| CARR | CARRIER GLOBAL CORPORATION | $1.1B | 19,715,766 | 0.15% | — |
| REGN | REGENERON PHARMACEUTICALS | $1.1B | 1,419,000 | 0.15% | — |
| COP | CONOCOPHILLIPS | $1.1B | 8,274,574 | 0.15% | — |
| BRO | BROWN & BROWN INC | $1.1B | 16,493,922 | 0.15% | — |
| PG | PROCTER & GAMBLE CO | $1.1B | 7,434,848 | 0.15% | — |
| W | WAYFAIR INC | $1.0B | 13,791,783 | 0.14% | — |
| AFRM | AFFIRM HLDGS INC | $1.0B | 22,512,923 | 0.14% | — |
| UAL | UNITED AIRLS HLDGS INC | $1.0B | 11,112,611 | 0.14% | — |
| FTI | TECHNIPFMC PLC | $991.7M | 14,345,956 | 0.14% | — |
| AMT | AMERICAN TOWER CORP | $978.2M | 5,667,888 | 0.13% | — |
| BSX | BOSTON SCIENTIFIC CORP | $960.7M | 15,309,738 | 0.13% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $952.7M | 3,374,204 | 0.13% | — |
| MRNA | MODERNA INC | $949.8M | 18,697,694 | 0.13% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $949.1M | 6,034,483 | 0.13% | — |
| LYB | LYONDELLBASELL INDUSTRIES NV | $946.5M | 11,749,410 | 0.13% | — |
| HCA | HCA HEALTHCARE INC | $933.4M | 1,972,429 | 0.13% | — |
| EPAM | EPAM SYS INC | $926.2M | 6,840,142 | 0.13% | — |
This table is the 150 largest positions by value, out of 620 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 World Investors (CIK 1422849, accession 0001422849-26-000046). 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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