13F holdings
FMR LLC portfolio
Managed by . 5,411 reported positions worth $1.90T as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$1.90T
Book value
5,411
Positions
34%
Top 10 weight
+287
New this quarter
-290
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 (287)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $5.8B | 29,601,724 | 0.31% |
| PNFP | PINNACLE FINL PARTNERS INC | $620.1M | 7,198,898 | 0.03% |
| FPS | FORGENT POWER SOLUTIONS INC | $250.2M | 8,546,834 | 0.01% |
| MANE | VERADERMICS INC | $113.2M | 1,792,909 | 0.01% |
| MDA | MDA SPACE LTD | $98.2M | 3,878,100 | 0.01% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $73.3M | 1,593,774 | 0.00% |
| ASST | STRIVE INC | $71.6M | 7,144,797 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $67.9M | 1,835,312 | 0.00% |
| ARIS | ARIS MINING CORPORATION | $63.6M | 3,424,800 | 0.00% |
| AMCR | AMCOR PLC | $63.5M | 1,597,720 | 0.00% |
| BOBS | BOBS DISC FURNITURE INC | $60.6M | 5,159,842 | 0.00% |
| GENB | GENERATE BIOMEDICINES INC | $52.7M | 4,217,524 | 0.00% |
| CGAU | CENTERRA GOLD INC | $48.3M | 2,714,600 | 0.00% |
| PIPR | PIPER SANDLER COMPANIES | $46.8M | 611,109 | 0.00% |
| EIKN | EIKON THERAPEUTICS INC | $40.6M | 3,836,830 | 0.00% |
| LCII 3 03/01/30 | LCI INDS | $36.5M | 30,402,000 | 0.00% |
| KOS 3.125 03/15/30 | KOSMOS ENERGY LTD | $36.0M | 46,145,000 | 0.00% |
| WHR 8.5 02/15/29 A | WHIRLPOOL CORP | $34.9M | 851,867 | 0.00% |
| DFTX | DEFINIUM THERAPEUTICS INC | $34.2M | 1,809,610 | 0.00% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $31.6M | 485,737 | 0.00% |
| MSTR 0 03/01/30 | STRATEGY INC | $29.6M | 33,963,000 | 0.00% |
| QGEN | QIAGEN NV | $27.3M | 673,519 | 0.00% |
| NEE 7.375 02/15/29 | NEXTERA ENERGY INC | $25.1M | 501,231 | 0.00% |
| FCLO | FIDELITY COVINGTON TRUST | $23.7M | 475,000 | 0.00% |
| OFRM | ONCE UPON A FARM PBC | $21.0M | 1,286,200 | 0.00% |
Closed out (290)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $2.0B | 21,848,855 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $739.1M | 1,656,991 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $431.7M | 8,624,516 | 0.00% |
| 1RG | REV GROUP INC | $327.9M | 5,391,518 | 0.00% |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $264.9M | 19,990,615 | 0.00% |
| CADE | CADENCE BANK | $211.1M | 4,927,404 | 0.00% |
| CMA | COMERICA INC | $178.1M | 2,048,700 | 0.00% |
| BTG | B2GOLD CORP | $160.3M | 35,591,806 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $146.5M | 1,535,798 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $119.7M | 352,411 | 0.00% |
| EXK | EXACT SCIENCES CORP | $117.3M | 1,154,568 | 0.00% |
| AMCR | AMCOR PLC | $85.9M | 10,295,972 | 0.00% |
| MSTR 2.25 06/15/32 | STRATEGY INC | $74.2M | 67,139,000 | 0.00% |
| NGDN | NEW GOLD INC CDA | $73.1M | 8,390,400 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $60.7M | 274,962 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $47.4M | 1,244,216 | 0.00% |
| MTSI 0.25 03/15/26 | MACOM TECH SOLUTIONS HLDGS I | $29.1M | 14,024,000 | 0.00% |
| QGEN | QIAGEN NV | $27.2M | 596,263 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $25.8M | 951,114 | 0.00% |
| ABNB 0 03/15/26 | AIRBNB INC | $25.2M | 25,500,000 | 0.00% |
| F 0 03/15/26 | FORD MTR CO | $25.0M | 24,081,000 | 0.00% |
| 8QR | CONFLUENT INC | $24.4M | 805,366 | 0.00% |
| DUK 4.125 04/15/26 | DUKE ENERGY CORP NEW | $19.6M | 19,060,000 | 0.00% |
| THS | TREEHOUSE FOODS INC | $19.4M | 822,158 | 0.00% |
| PTON 0 02/15/26 | PELOTON INTERACTIVE INC | $19.0M | 19,314,000 | 0.00% |
Added to (2657)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $173.3B | 993,852,968 | 9.13% | +2% |
| AMZN | AMAZON COM INC | $74.7B | 358,698,691 | 3.94% | +8% |
| GOOGL | ALPHABET INC | $68.0B | 236,544,675 | 3.58% | +2% |
| LLY | ELI LILLY & CO | $24.2B | 26,341,031 | 1.28% | +2% |
| EXMOC | EXXON MOBIL CORP | $23.8B | 140,010,460 | 1.25% | +6% |
| NFLX | NETFLIX INC. | $19.7B | 204,650,883 | 1.04% | +5% |
| MRVL | MARVELL TECHNOLOGY INC | $13.0B | 131,255,670 | 0.68% | +3% |
| BA | BOEING CO | $11.3B | 56,876,382 | 0.60% | +7% |
| GILD | GILEAD SCIENCES INC | $10.0B | 71,906,290 | 0.53% | +10% |
| FSEC | FIDELITY MERRIMACK STR TR | $9.1B | 207,146,433 | 0.48% | +3% |
| LOW | LOWES COS INC | $7.5B | 31,855,651 | 0.40% | +16% |
| PM | PHILIP MORRIS INTL INC | $7.4B | 44,770,603 | 0.39% | +8% |
| LRCX | LAM RESEARCH CORP | $7.2B | 33,574,842 | 0.38% | +26% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.2B | 14,953,698 | 0.38% | +58% |
| KLAC | KLA CORP | $6.5B | 4,401,487 | 0.34% | +73% |
Trimmed (1773)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FVRR | FIVERR INTL LTD | $2 | 0 | 0.00% | -100% |
| DTST | DATA STORAGE CORP | $1 | 0 | 0.00% | -100% |
| FMUB | FIDELITY MERRIMACK STR TR | $10 | 0 | 0.00% | -100% |
| BIVI | BIOVIE INC | $0 | 0 | 0.00% | -100% |
| ARCC | ARES CAPITAL CORP | $360 | 20 | 0.00% | -100% |
| LKFT | GALAPAGOS NV | $30 | 1 | 0.00% | -100% |
| HGTY | HAGERTY INC | $200 | 19 | 0.00% | -100% |
| DQ | DAQO NEW ENERGY CORP | $1,276 | 60 | 0.00% | -100% |
| GGB | GERDAU SA | $39,552 | 10,956 | 0.00% | -100% |
| YMM | FULL TRUCK ALLIANCE CO LTD | $39,541 | 4,764 | 0.00% | -100% |
| SEER | SEER INC | $1,082 | 644 | 0.00% | -100% |
| TUR | ISHARES INC | $10,745 | 278 | 0.00% | -100% |
| GOGO | GOGO INC | $27,810 | 6,918 | 0.00% | -100% |
| CWH | CAMPING WORLD HLDGS INC | $37,364 | 5,471 | 0.00% | -100% |
| FFWM | FIRST FNDTN INC | $77,532 | 13,141 | 0.00% | -100% |
The book
Largest 150 of 5,411 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $173.3B | 993,852,968 | 9.13% | — |
| AAPL | APPLE INC | $78.0B | 307,442,040 | 4.11% | — |
| AMZN | AMAZON COM INC | $74.7B | 358,698,691 | 3.94% | — |
| MSFT | MICROSOFT CORP | $70.4B | 190,211,367 | 3.71% | — |
| GOOGL | ALPHABET INC | $68.0B | 236,544,675 | 3.58% | — |
| META | META PLATFORMS INC | $66.7B | 116,614,753 | 3.52% | — |
| AVGO | BROADCOM INC | $38.4B | 124,112,876 | 2.02% | — |
| GOOG | ALPHABET INC | $31.1B | 108,560,040 | 1.64% | — |
| LLY | ELI LILLY & CO | $24.2B | 26,341,031 | 1.28% | — |
| EXMOC | EXXON MOBIL CORP | $23.8B | 140,010,460 | 1.25% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $20.4B | 60,393,190 | 1.08% | — |
| NFLX | NETFLIX INC. | $19.7B | 204,650,883 | 1.04% | — |
| GEV | GE VERNOVA INC | $16.0B | 18,336,935 | 0.84% | — |
| GE | GE AEROSPACE | $14.6B | 51,626,167 | 0.77% | — |
| V | VISA INC | $13.6B | 44,908,229 | 0.72% | — |
| TSLA | TESLA INC | $13.4B | 36,027,976 | 0.71% | — |
| MRVL | MARVELL TECHNOLOGY INC | $13.0B | 131,255,670 | 0.68% | — |
| WFC | WELLS FARGO & CO | $12.9B | 161,693,928 | 0.68% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $12.2B | 17,000 | 0.64% | — |
| MA | MASTERCARD INCORPORATED | $12.1B | 24,263,911 | 0.64% | — |
| BA | BOEING CO | $11.3B | 56,876,382 | 0.60% | — |
| MU | MICRON TECHNOLOGY INC | $10.8B | 32,054,565 | 0.57% | — |
| APH | AMPHENOL CORP | $10.0B | 79,477,521 | 0.53% | — |
| GILD | GILEAD SCIENCES INC | $10.0B | 71,906,290 | 0.53% | — |
| BAC | BANK AMERICA CORP | $9.7B | 198,484,617 | 0.51% | — |
| JPM | JPMORGAN CHASE & CO | $9.2B | 31,433,969 | 0.49% | — |
| FSEC | FIDELITY MERRIMACK STR TR | $9.1B | 207,146,433 | 0.48% | — |
| SHEL | SHELL PLC | $9.1B | 97,617,838 | 0.48% | — |
| WDC | WESTERN DIGITAL CORP | $8.6B | 31,623,418 | 0.45% | — |
| SNDK | SANDISK CORP | $8.5B | 13,389,985 | 0.45% | — |
| CIEN | CIENA CORP | $8.2B | 21,209,756 | 0.43% | — |
| KO | COCA COLA CO | $8.2B | 107,577,934 | 0.43% | — |
| LOW | LOWES COS INC | $7.5B | 31,855,651 | 0.40% | — |
| PM | PHILIP MORRIS INTL INC | $7.4B | 44,770,603 | 0.39% | — |
| IMO | IMPERIAL OIL LTD | $7.3B | 55,668,709 | 0.38% | — |
| LRCX | LAM RESEARCH CORP | $7.2B | 33,574,842 | 0.38% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7.2B | 14,953,698 | 0.38% | — |
| COST | COSTCO WHOLESALE CORPORATION | $6.7B | 6,718,589 | 0.35% | — |
| KLAC | KLA CORP | $6.5B | 4,401,487 | 0.34% | — |
| ANET | ARISTA NETWORKS INC | $6.4B | 52,306,626 | 0.34% | — |
| APP | APPLOVIN CORP | $6.2B | 15,691,414 | 0.33% | — |
| JNJ | JOHNSON & JOHNSON | $6.1B | 24,771,828 | 0.32% | — |
| AZN | ASTRAZENECA PLC | $5.8B | 29,601,724 | 0.31% | — |
| SHOP | SHOPIFY INC | $5.4B | 45,834,484 | 0.29% | — |
| COHR | COHERENT CORP | $5.4B | 22,660,867 | 0.28% | — |
| MRK | MERCK & CO INC | $5.4B | 44,516,010 | 0.28% | — |
| FNV | FRANCO NEV CORP | $5.3B | 21,597,097 | 0.28% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $5.3B | 10,776,436 | 0.28% | — |
| CSCO | CISCO SYS INC | $5.2B | 67,385,563 | 0.28% | — |
| LITE | LUMENTUM HLDGS INC | $5.0B | 7,185,040 | 0.27% | — |
| NXPI | NXP SEMICONDUCTORS N V | $4.9B | 25,141,418 | 0.26% | — |
| WAB | WABTEC | $4.9B | 19,722,429 | 0.26% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4.8B | 14,579,166 | 0.25% | — |
| MPWR | MONOLITHIC PWR SYS INC | $4.8B | 4,400,831 | 0.25% | — |
| ABBV | ABBVIE INC | $4.7B | 21,762,703 | 0.25% | — |
| BSX | BOSTON SCIENTIFIC CORP | $4.7B | 74,226,395 | 0.25% | — |
| HD | HOME DEPOT INC | $4.5B | 13,725,309 | 0.24% | — |
| LIN | LINDE PLC | $4.5B | 8,997,328 | 0.24% | — |
| PG | PROCTER & GAMBLE CO | $4.4B | 30,709,456 | 0.23% | — |
| TJX | TJX COS INC NEW | $4.4B | 27,548,642 | 0.23% | — |
| WELL | WELLTOWER INC | $4.4B | 22,175,983 | 0.23% | — |
| DHR | DANAHER CORP DEL | $4.3B | 22,534,329 | 0.23% | — |
| ASML | ASML HLDG NV | $4.2B | 3,148,406 | 0.22% | — |
| CNQ | CANADIAN NAT RES LTD MED TER | $4.2B | 85,203,825 | 0.22% | — |
| TT | TRANE TECHNOLOGIES PLC | $4.1B | 9,866,235 | 0.22% | — |
| CRH | CRH PLC | $4.1B | 38,915,239 | 0.22% | — |
| CB | CHUBB LTD SWITZ | $4.0B | 12,222,474 | 0.21% | — |
| AEM | AGNICO EAGLE MINES LTD | $4.0B | 19,577,184 | 0.21% | — |
| WMT | WALMART INC | $3.9B | 31,777,449 | 0.21% | — |
| IVV | ISHARES TR | $3.9B | 6,025,941 | 0.21% | — |
| COP | CONOCOPHILLIPS | $3.9B | 29,393,479 | 0.20% | — |
| KDP | KEURIG DR PEPPER INC | $3.8B | 145,628,995 | 0.20% | — |
| MS | MORGAN STANLEY | $3.7B | 22,730,023 | 0.20% | — |
| GSK | GSK PLC | $3.7B | 67,661,646 | 0.20% | — |
| DE | DEERE & CO | $3.7B | 6,529,794 | 0.19% | — |
| ARGX | ARGENX SE | $3.6B | 4,991,034 | 0.19% | — |
| HWM | HOWMET AEROSPACE INC | $3.6B | 15,776,137 | 0.19% | — |
| PH | PARKER-HANNIFIN CORP | $3.6B | 4,047,417 | 0.19% | — |
| ON | ON SEMICONDUCTOR CORP | $3.6B | 58,158,341 | 0.19% | — |
| IWB | ISHARES TR | $3.6B | 10,059,810 | 0.19% | — |
| IJH | ISHARES TR | $3.6B | 52,974,655 | 0.19% | — |
| CVX | CHEVRON CORPORATION | $3.6B | 17,268,309 | 0.19% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $3.5B | 11,672,214 | 0.19% | — |
| IWF | ISHARES TR | $3.5B | 8,316,077 | 0.19% | — |
| TRV | TRAVELERS COMPANIES INC | $3.5B | 11,999,445 | 0.18% | — |
| QUAL | ISHARES TR | $3.5B | 18,079,589 | 0.18% | — |
| C | CITIGROUP INC | $3.4B | 29,956,262 | 0.18% | — |
| GLW | CORNING INC | $3.4B | 24,909,423 | 0.18% | — |
| ORCL | ORACLE CORP | $3.4B | 22,880,840 | 0.18% | — |
| SCHW | SCHWAB CHARLES CORP | $3.4B | 35,688,169 | 0.18% | — |
| IEF | ISHARES TR | $3.3B | 35,047,712 | 0.18% | — |
| SNPS | SYNOPSYS INC | $3.3B | 8,365,655 | 0.17% | — |
| PNC | PNC FINL SVCS GROUP INC | $3.3B | 15,689,129 | 0.17% | — |
| UNH | UNITEDHEALTH GROUP INC | $3.3B | 12,019,046 | 0.17% | — |
| BNY | BANK NEW YORK MELLON CORP | $3.2B | 27,326,172 | 0.17% | — |
| UPS | UNITED PARCEL SVCS INC | $3.2B | 32,574,845 | 0.17% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $3.2B | 8,176,918 | 0.17% | — |
| AJG | GALLAGHER ARTHUR J & CO | $3.2B | 14,620,963 | 0.17% | — |
| NEE | NEXTERA ENERGY INC | $3.1B | 33,897,033 | 0.17% | — |
| MCK | MCKESSON CORP | $3.1B | 3,603,423 | 0.16% | — |
| AMD | ADVANCED MICRO DEVICES INC | $3.1B | 15,288,771 | 0.16% | — |
| ETN | EATON CORP PLC | $3.0B | 8,442,254 | 0.16% | — |
| USB | US BANCORP | $3.0B | 57,171,830 | 0.16% | — |
| IJR | ISHARES TR | $2.9B | 23,576,940 | 0.15% | — |
| CTVA | CORTEVA INC | $2.9B | 34,971,900 | 0.15% | — |
| P | EVERPURE INC | $2.9B | 49,569,139 | 0.15% | — |
| CI | THE CIGNA GROUP | $2.9B | 10,957,272 | 0.15% | — |
| CMI | CUMMINS INC | $2.9B | 5,428,312 | 0.15% | — |
| GFS | GLOBALFOUNDRIES INC | $2.8B | 64,058,166 | 0.15% | — |
| CEG | CONSTELLATION ENERGY CORP | $2.8B | 10,181,644 | 0.15% | — |
| GS | GOLDMAN SACHS GROUP INC | $2.8B | 3,341,232 | 0.15% | — |
| AXP | AMERICAN EXPRESS CO | $2.8B | 9,264,998 | 0.15% | — |
| ALAB | ASTERA LABS INC | $2.8B | 25,529,885 | 0.15% | — |
| NET | CLOUDFLARE INC | $2.8B | 13,560,451 | 0.15% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $2.8B | 19,001,985 | 0.15% | — |
| EQIX | EQUINIX INC | $2.8B | 2,818,574 | 0.15% | — |
| MTB | M & T BK CORP | $2.7B | 13,171,336 | 0.14% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.7B | 4,166,717 | 0.14% | — |
| CAT | CATERPILLAR INC | $2.7B | 3,824,293 | 0.14% | — |
| RBLX | ROBLOX CORP | $2.6B | 46,619,099 | 0.14% | — |
| TMUS | T-MOBILE US INC | $2.6B | 12,529,473 | 0.14% | — |
| IEFA | ISHARES TR | $2.6B | 28,383,955 | 0.14% | — |
| NRG | NRG ENERGY INC | $2.5B | 17,409,072 | 0.13% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $2.5B | 9,153,206 | 0.13% | — |
| RTX | RTX CORPORATION | $2.5B | 13,160,765 | 0.13% | — |
| INTC | INTEL CORP | $2.5B | 57,515,133 | 0.13% | — |
| ISRG | INTUITIVE SURGICAL INC | $2.5B | 5,477,234 | 0.13% | — |
| APO | APOLLO GLOBAL MGMT INC | $2.4B | 21,976,458 | 0.13% | — |
| NXT | NEXTPOWER INC | $2.4B | 20,248,938 | 0.13% | — |
| TGT | TARGET CORP | $2.4B | 19,901,274 | 0.13% | — |
| VST | VISTRA CORP | $2.4B | 15,808,007 | 0.13% | — |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $2.4B | 10,610,440 | 0.12% | — |
| BIIB | BIOGEN INC | $2.3B | 12,807,541 | 0.12% | — |
| CVNA | CARVANA CO | $2.3B | 7,446,815 | 0.12% | — |
| MUB | ISHARES TR | $2.3B | 21,943,710 | 0.12% | — |
| KVUE | KENVUE INC | $2.3B | 135,093,094 | 0.12% | — |
| MRNA | MODERNA INC | $2.3B | 45,672,024 | 0.12% | — |
| MAR | MARRIOTT INTL INC NEW | $2.3B | 7,077,680 | 0.12% | — |
| SBUX | STARBUCKS CORP | $2.3B | 25,764,525 | 0.12% | — |
| COF | CAPITAL ONE FINL CORP | $2.3B | 12,560,478 | 0.12% | — |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2.3B | 11,713,958 | 0.12% | — |
| PWR | QUANTA SVCS INC | $2.3B | 4,131,615 | 0.12% | — |
| RY | ROYAL BK CDA | $2.2B | 13,908,247 | 0.12% | — |
| CVS | CVS HEALTH CORP | $2.2B | 31,196,890 | 0.12% | — |
| SHW | SHERWIN WILLIAMS CO | $2.2B | 6,986,106 | 0.12% | — |
| FDX | FEDEX CORP | $2.2B | 6,274,936 | 0.12% | — |
| VTR | VENTAS INC | $2.2B | 27,251,339 | 0.12% | — |
| SO | SOUTHERN CO | $2.2B | 22,887,934 | 0.12% | — |
| PLD | PROLOGIS INC. | $2.2B | 16,554,435 | 0.12% | — |
| AMAT | APPLIED MATLS INC | $2.2B | 6,397,824 | 0.12% | — |
This table is the 150 largest positions by value, out of 5,411 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 $468.5M. 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 FMR LLC (CIK 315066, accession 0000315066-26-001390). 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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