13F holdings
Holocene Advisors, LP portfolio
Managed by . 794 reported positions worth $41.3B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$41.3B
Book value
794
Positions
25%
Top 10 weight
+284
New this quarter
-214
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 | $525.2M | 2,662,887 | 1.27% |
| APD | AIR PRODUCTS AND CHEMICALS I | $322.7M | 1,110,912 | 0.78% |
| EQIX | EQUINIX INC | $255.7M | 260,821 | 0.62% |
| LYB | LYONDELLBASELL INDUSTRIES NV | $228.4M | 2,835,183 | 0.55% |
| ACN | ACCENTURE PLC IRELAND | $221.1M | 1,115,000 | 0.54% |
| ADI | ANALOG DEVICES INC | $220.7M | 693,623 | 0.53% |
| LMT | LOCKHEED MARTIN CORP | $219.4M | 363,084 | 0.53% |
| CAT | CATERPILLAR INC | $207.5M | 292,937 | 0.50% |
| SNDK | SANDISK CORP | $194.3M | 305,770 | 0.47% |
| SBUX | STARBUCKS CORP | $191.0M | 2,132,307 | 0.46% |
| YUM | YUM BRANDS INC | $157.5M | 1,013,010 | 0.38% |
| HAL | HALLIBURTON CO | $156.3M | 4,008,056 | 0.38% |
| KR | KROGER CO | $151.8M | 2,098,523 | 0.37% |
| COIN | COINBASE GLOBAL INC | $140.4M | 804,000 | 0.34% |
| CLS | CELESTICA INC | $126.4M | 448,716 | 0.31% |
| FAST | FASTENAL CO | $121.8M | 2,624,456 | 0.29% |
| LOW | LOWES COS INC | $113.5M | 480,536 | 0.28% |
| QCOM | QUALCOMM INC | $110.4M | 857,000 | 0.27% |
| AVGO | BROADCOM INC | $105.8M | 341,804 | 0.26% |
| WCC | WESCO INTL INC | $103.8M | 379,344 | 0.25% |
| MPC | MARATHON PETE CORP | $101.1M | 414,134 | 0.24% |
| CHD | CHURCH & DWIGHT CO INC | $87.8M | 940,935 | 0.21% |
| WELL | WELLTOWER INC | $87.7M | 443,765 | 0.21% |
| TNGX | TANGO THERAPEUTICS INC | $82.3M | 3,932,603 | 0.20% |
| ALKS | ALKERMES PLC | $81.9M | 2,317,326 | 0.20% |
Closed out (214)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| BKNG | BOOKING HOLDINGS INC | $489.2M | 91,356 | 0.00% |
| AZNN | ASTRAZENECA PLC | $398.3M | 4,332,123 | 0.00% |
| REGN | REGENERON PHARMACEUTICALS | $355.6M | 460,723 | 0.00% |
| INTU | INTUIT | $315.5M | 476,280 | 0.00% |
| SLB | SLB LIMITED | $294.3M | 7,667,844 | 0.00% |
| GD | GENERAL DYNAMICS CORP | $290.6M | 863,254 | 0.00% |
| INTC | INTEL CORP | $262.0M | 7,100,000 | 0.00% |
| WM | WASTE MGMT INC DEL | $246.5M | 1,121,961 | 0.00% |
| ANET | ARISTA NETWORKS INC | $232.7M | 1,775,726 | 0.00% |
| VEEV | VEEVA SYS INC | $232.3M | 1,040,722 | 0.00% |
| JBHT | HUNT J B TRANS SVCS INC | $216.2M | 1,112,241 | 0.00% |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $184.3M | 2,246,830 | 0.00% |
| F | FORD MTR CO | $162.7M | 12,398,904 | 0.00% |
| HUM | HUMANA INC | $156.7M | 611,897 | 0.00% |
| SPOT | SPOTIFY TECHNOLOGY S A | $148.9M | 256,471 | 0.00% |
| KLAC | KLA CORP | $147.0M | 120,996 | 0.00% |
| INSM | INSMED INC | $139.4M | 801,165 | 0.00% |
| DAL | DELTA AIR LINES INC DEL | $120.9M | 1,741,768 | 0.00% |
| SHOP | SHOPIFY INC | $117.8M | 732,059 | 0.00% |
| CTRA | COTERRA ENERGY INC | $116.3M | 4,418,938 | 0.00% |
| RS | RELIANCE INC | $115.1M | 398,512 | 0.00% |
| APH | AMPHENOL CORP NEW | $114.5M | 847,508 | 0.00% |
| ECL | ECOLAB INC | $111.5M | 424,832 | 0.00% |
| FLUT | FLUTTER ENTMT PLC | $108.8M | 505,966 | 0.00% |
| CNC | CENTENE CORP DEL | $97.1M | 2,359,513 | 0.00% |
Added to (252)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2.7B | 13,189,400 | 6.65% | +30% |
| DHR | DANAHER CORP DEL | $765.8M | 4,039,104 | 1.85% | +330% |
| EXMOC | EXXON MOBIL CORP | $727.2M | 4,286,475 | 1.76% | +85% |
| AAPL | APPLE INC | $632.7M | 2,493,000 | 1.53% | +53% |
| GEV | GE VERNOVA INC | $592.3M | 678,500 | 1.43% | +15% |
| PLTR | PALANTIR TECHNOLOGIES INC | $499.0M | 3,411,000 | 1.21% | +25% |
| ISRG | INTUITIVE SURGICAL INC | $479.5M | 1,040,185 | 1.16% | +552% |
| GE | GE AEROSPACE | $432.0M | 1,522,305 | 1.05% | +178% |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $426.1M | 1,087,617 | 1.03% | +43% |
| RSG | REPUBLIC SVCS INC | $416.9M | 1,903,662 | 1.01% | +71% |
| MA | MASTERCARD INCORPORATED | $402.3M | 805,176 | 0.97% | +190% |
| SHW | SHERWIN WILLIAMS CO | $400.8M | 1,250,473 | 0.97% | +60% |
| CVS | CVS HEALTH CORP | $321.8M | 4,480,125 | 0.78% | +13% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $291.6M | 4,512,739 | 0.71% | +42% |
| FDX | FEDEX CORP | $281.8M | 791,178 | 0.68% | +74% |
Trimmed (236)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| HAE | HAEMONETICS CORP MASS | $254,860 | 4,522 | 0.00% | -100% |
| SNAP | SNAP INC | $216,389 | 47,041 | 0.00% | -99% |
| AL | AIR LEASE CORP | $350,156 | 5,392 | 0.00% | -99% |
| OVV | OVINTIV INC | $3.2M | 53,458 | 0.01% | -98% |
| HRL | HORMEL FOODS CORP | $1.5M | 64,944 | 0.00% | -98% |
| WAL | WESTERN ALLIANCE BANCORP | $222,186 | 3,136 | 0.00% | -97% |
| DECK | DECKERS OUTDOOR CORP | $1.8M | 18,106 | 0.00% | -96% |
| JKHY | HENRY JACK & ASSOC INC | $799,366 | 5,058 | 0.00% | -96% |
| CIEN | CIENA CORP | $9.9M | 25,550 | 0.02% | -94% |
| GPN | GLOBAL PMTS INC | $221,888 | 3,297 | 0.00% | -94% |
| BDX | BECTON DICKINSON & CO | $12.1M | 76,973 | 0.03% | -93% |
| EXE | EXPAND ENERGY CORPORATION | $6.6M | 59,914 | 0.02% | -93% |
| RKT | ROCKET COS INC | $8.0M | 559,401 | 0.02% | -92% |
| RRC | RANGE RES CORP | $7.0M | 154,692 | 0.02% | -92% |
| FISV | FISERV INC | $7.2M | 129,271 | 0.02% | -91% |
The book
Largest 150 of 794 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $2.7B | 13,189,400 | 6.65% | — |
| NVDA | NVIDIA CORPORATION | $1.6B | 9,402,833 | 3.97% | — |
| TSLA | TESLA INC | $1.3B | 3,555,000 | 3.20% | — |
| DHR | DANAHER CORP DEL | $765.8M | 4,039,104 | 1.85% | — |
| EXMOC | EXXON MOBIL CORP | $727.2M | 4,286,475 | 1.76% | — |
| V | VISA INC | $656.3M | 2,171,396 | 1.59% | — |
| AAPL | APPLE INC | $632.7M | 2,493,000 | 1.53% | — |
| GEV | GE VERNOVA INC | $592.3M | 678,500 | 1.43% | — |
| PEP | PEPSICO INC | $546.6M | 3,519,891 | 1.32% | — |
| AZN | ASTRAZENECA PLC | $525.2M | 2,662,887 | 1.27% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $499.0M | 3,411,000 | 1.21% | — |
| ISRG | INTUITIVE SURGICAL INC | $479.5M | 1,040,185 | 1.16% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $474.5M | 1,560,326 | 1.15% | — |
| GE | GE AEROSPACE | $432.0M | 1,522,305 | 1.05% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $426.1M | 1,087,617 | 1.03% | — |
| RSG | REPUBLIC SVCS INC | $416.9M | 1,903,662 | 1.01% | — |
| PH | PARKER-HANNIFIN CORP | $414.9M | 463,399 | 1.00% | — |
| MSFT | MICROSOFT CORP | $413.9M | 1,118,000 | 1.00% | — |
| STLD | STEEL DYNAMICS INC | $412.0M | 2,288,948 | 1.00% | — |
| MA | MASTERCARD INCORPORATED | $402.3M | 805,176 | 0.97% | — |
| SHW | SHERWIN WILLIAMS CO | $400.8M | 1,250,473 | 0.97% | — |
| GILD | GILEAD SCIENCES INC | $364.0M | 2,611,826 | 0.88% | — |
| CPNG | COUPANG INC | $342.5M | 18,140,654 | 0.83% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $322.7M | 1,110,912 | 0.78% | — |
| CVS | CVS HEALTH CORP | $321.8M | 4,480,125 | 0.78% | — |
| GSK | GSK PLC | $304.6M | 5,518,433 | 0.74% | — |
| GOOGL | ALPHABET INC | $302.2M | 1,050,944 | 0.73% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $291.6M | 4,512,739 | 0.71% | — |
| ROST | ROSS STORES INC | $286.6M | 1,322,803 | 0.69% | — |
| ROK | ROCKWELL AUTOMATION INC | $282.7M | 787,779 | 0.68% | — |
| FDX | FEDEX CORP | $281.8M | 791,178 | 0.68% | — |
| META | META PLATFORMS INC | $278.7M | 487,086 | 0.67% | — |
| WAT | WATERS CORP | $273.1M | 917,066 | 0.66% | — |
| COHR | COHERENT CORP | $268.6M | 1,127,728 | 0.65% | — |
| COR | CENCORA INC | $264.2M | 841,122 | 0.64% | — |
| EQIX | EQUINIX INC | $255.7M | 260,821 | 0.62% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $252.5M | 527,000 | 0.61% | — |
| XPO | XPO INC | $243.1M | 1,249,431 | 0.59% | — |
| RVMD | REVOLUTION MEDICINES INC | $240.1M | 2,468,644 | 0.58% | — |
| AMAT | APPLIED MATLS INC | $239.5M | 700,675 | 0.58% | — |
| LYB | LYONDELLBASELL INDUSTRIES NV | $228.4M | 2,835,183 | 0.55% | — |
| FERG | FERGUSON ENTERPRISES INC | $227.2M | 973,878 | 0.55% | — |
| FOXA | FOX CORP | $226.0M | 3,869,651 | 0.55% | — |
| ACN | ACCENTURE PLC IRELAND | $221.1M | 1,115,000 | 0.54% | — |
| ADI | ANALOG DEVICES INC | $220.7M | 693,623 | 0.53% | — |
| CB | CHUBB LTD SWITZ | $219.7M | 673,962 | 0.53% | — |
| LMT | LOCKHEED MARTIN CORP | $219.4M | 363,084 | 0.53% | — |
| 430 | TERNS PHARMACEUTICALS INC | $217.0M | 4,115,828 | 0.53% | — |
| CRS | CARPENTER TECHNOLOGY CORP | $216.3M | 548,885 | 0.52% | — |
| BSX | BOSTON SCIENTIFIC CORP | $215.2M | 3,428,736 | 0.52% | — |
| DOW | DOW HLDGS INC | $213.3M | 5,120,568 | 0.52% | — |
| AZO | AUTOZONE INC | $209.2M | 61,929 | 0.51% | — |
| CAT | CATERPILLAR INC | $207.5M | 292,937 | 0.50% | — |
| WDC | WESTERN DIGITAL CORP | $206.1M | 761,886 | 0.50% | — |
| CSX | CSX CORP | $204.8M | 4,989,408 | 0.50% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $202.0M | 597,836 | 0.49% | — |
| MSI | MOTOROLA SOLUTIONS INC | $194.4M | 448,003 | 0.47% | — |
| SNDK | SANDISK CORP | $194.3M | 305,770 | 0.47% | — |
| SBUX | STARBUCKS CORP | $191.0M | 2,132,307 | 0.46% | — |
| PANW | PALO ALTO NETWORKS INC | $189.9M | 1,184,439 | 0.46% | — |
| TXRH | TEXAS ROADHOUSE INC | $185.2M | 1,121,637 | 0.45% | — |
| VIK | VIKING HOLDINGS LTD | $181.5M | 2,470,039 | 0.44% | — |
| POST | POST HLDGS INC | $174.7M | 1,766,642 | 0.42% | — |
| STZ | CONSTELLATION BRANDS INC | $173.4M | 1,155,738 | 0.42% | — |
| LLY | ELI LILLY & CO | $172.3M | 187,359 | 0.42% | — |
| NOW | SERVICENOW INC | $169.9M | 1,625,000 | 0.41% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $167.7M | 341,267 | 0.41% | — |
| NEE | NEXTERA ENERGY INC | $165.5M | 1,782,319 | 0.40% | — |
| EAT | BRINKER INTL INC | $162.9M | 1,141,033 | 0.39% | — |
| ATI | ATI INC | $159.7M | 1,097,588 | 0.39% | — |
| MAS | MASCO CORP | $158.2M | 2,619,767 | 0.38% | — |
| YUM | YUM BRANDS INC | $157.5M | 1,013,010 | 0.38% | — |
| HAL | HALLIBURTON CO | $156.3M | 4,008,056 | 0.38% | — |
| KR | KROGER CO | $151.8M | 2,098,523 | 0.37% | — |
| GKOS | GLAUKOS CORP | $149.0M | 1,383,715 | 0.36% | — |
| DHI | D R HORTON INC | $148.1M | 1,079,309 | 0.36% | — |
| IRTC | IRHYTHM HOLDINGS INC | $147.4M | 1,248,658 | 0.36% | — |
| GM | GENERAL MTRS CO | $146.9M | 1,972,099 | 0.36% | — |
| CART | MAPLEBEAR INC | $146.5M | 3,911,872 | 0.35% | — |
| SPGI | S&P GLOBAL INC | $146.5M | 344,482 | 0.35% | — |
| TOL | TOLL BROTHERS INC | $144.6M | 1,059,585 | 0.35% | — |
| VALE | VALE S A | $141.0M | 8,864,054 | 0.34% | — |
| COIN | COINBASE GLOBAL INC | $140.4M | 804,000 | 0.34% | — |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $138.7M | 733,905 | 0.34% | — |
| DG | DOLLAR GEN CORP | $138.7M | 1,168,361 | 0.34% | — |
| CPT | CAMDEN PPTY TR | $138.5M | 1,418,437 | 0.34% | — |
| CVX | CHEVRON CORPORATION | $133.2M | 643,613 | 0.32% | — |
| DASH | DOORDASH INC | $131.8M | 877,940 | 0.32% | — |
| ENPH | ENPHASE ENERGY INC | $127.1M | 3,361,368 | 0.31% | — |
| CLS | CELESTICA INC | $126.4M | 448,716 | 0.31% | — |
| LPLA | LPL FINL HLDGS INC | $125.6M | 417,647 | 0.30% | — |
| TPR | TAPESTRY INC | $122.6M | 869,105 | 0.30% | — |
| FAST | FASTENAL CO | $121.8M | 2,624,456 | 0.29% | — |
| CHWY | CHEWY INC | $121.0M | 4,481,333 | 0.29% | — |
| URI | UNITED RENTALS INC | $117.9M | 161,882 | 0.29% | — |
| JPM | JPMORGAN CHASE & CO | $117.5M | 399,355 | 0.28% | — |
| AVB | AVALONBAY CMNTYS INC | $116.3M | 711,729 | 0.28% | — |
| LOW | LOWES COS INC | $113.5M | 480,536 | 0.28% | — |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $111.4M | 563,872 | 0.27% | — |
| QCOM | QUALCOMM INC | $110.4M | 857,000 | 0.27% | — |
| NOC | NORTHROP GRUMMAN CORP | $110.2M | 161,558 | 0.27% | — |
| AVGO | BROADCOM INC | $105.8M | 341,804 | 0.26% | — |
| VRT | VERTIV HOLDINGS CO | $104.7M | 417,651 | 0.25% | — |
| SAIA | SAIA INC | $104.5M | 297,378 | 0.25% | — |
| MCD | MCDONALDS CORP | $104.0M | 334,718 | 0.25% | — |
| WCC | WESCO INTL INC | $103.8M | 379,344 | 0.25% | — |
| FANG | DIAMONDBACK ENERGY INC | $103.6M | 523,874 | 0.25% | — |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $101.3M | 1,758,725 | 0.25% | — |
| MPC | MARATHON PETE CORP | $101.1M | 414,134 | 0.24% | — |
| MS | MORGAN STANLEY | $100.6M | 611,417 | 0.24% | — |
| ABNB | AIRBNB INC | $99.9M | 791,424 | 0.24% | — |
| BG | BUNGE GLOBAL SA | $98.4M | 773,811 | 0.24% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $97.9M | 482,000 | 0.24% | — |
| BUD | ANHEUSER BUSCH INBEV SA NV | $94.4M | 1,360,523 | 0.23% | — |
| ADBE | ADOBE INC | $94.3M | 388,000 | 0.23% | — |
| ICLR | ICON PLC | $93.0M | 840,845 | 0.23% | — |
| SRRK | SCHOLAR ROCK HLDG CORP | $93.0M | 1,890,927 | 0.23% | — |
| TYL | TYLER TECHNOLOGIES INC | $89.6M | 261,778 | 0.22% | — |
| PCOR | PROCORE TECHNOLOGIES INC | $88.4M | 1,551,447 | 0.21% | — |
| XENE | XENON PHARMACEUTICALS INC | $88.3M | 1,518,686 | 0.21% | — |
| CHD | CHURCH & DWIGHT CO INC | $87.8M | 940,935 | 0.21% | — |
| WELL | WELLTOWER INC | $87.7M | 443,765 | 0.21% | — |
| KKR | KKR & CO INC | $87.6M | 947,355 | 0.21% | — |
| COGT | COGENT BIOSCIENCES INC | $86.6M | 2,250,196 | 0.21% | — |
| WLK | WESTLAKE CORPORATION | $85.3M | 730,035 | 0.21% | — |
| Q | QNITY ELECTRONICS INC | $83.7M | 725,324 | 0.20% | — |
| RGEN | REPLIGEN CORP | $83.5M | 708,889 | 0.20% | — |
| GLW | CORNING INC | $83.1M | 611,522 | 0.20% | — |
| IDXX | IDEXX LABS INC | $83.0M | 147,732 | 0.20% | — |
| TNGX | TANGO THERAPEUTICS INC | $82.3M | 3,932,603 | 0.20% | — |
| ALKS | ALKERMES PLC | $81.9M | 2,317,326 | 0.20% | — |
| ABT | ABBOTT LABORATORIES | $81.2M | 790,916 | 0.20% | — |
| BLTE | BELITE BIO INC | $78.8M | 494,495 | 0.19% | — |
| TER | TERADYNE INC | $78.5M | 264,814 | 0.19% | — |
| OXY | OCCIDENTAL PETE CORP | $78.4M | 1,206,194 | 0.19% | — |
| NU | NU HLDGS LTD | $78.4M | 5,455,774 | 0.19% | — |
| EOG | EOG RES INC | $76.8M | 531,193 | 0.19% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $76.8M | 976,278 | 0.19% | — |
| COP | CONOCOPHILLIPS | $76.5M | 579,282 | 0.19% | — |
| LPX | LOUISIANA PAC CORP | $74.7M | 1,026,403 | 0.18% | — |
| ONON | ON HLDG AG | $71.9M | 2,113,450 | 0.17% | — |
| WMB | WILLIAMS COS INC | $71.6M | 984,415 | 0.17% | — |
| ROKU | ROKU INC | $70.4M | 743,529 | 0.17% | — |
| WCN | WASTE CONNECTIONS INC | $69.8M | 429,871 | 0.17% | — |
| KYMR | KYMERA THERAPEUTICS INC | $69.7M | 836,759 | 0.17% | — |
| PSX | PHILLIPS 66 | $69.6M | 382,100 | 0.17% | — |
| EQR | EQUITY RESIDENTIAL | $69.0M | 1,167,120 | 0.17% | — |
| MRK | MERCK & CO INC | $68.9M | 572,467 | 0.17% | — |
| LITE | LUMENTUM HLDGS INC | $68.5M | 97,455 | 0.17% | — |
| CASY | CASEYS GEN STORES INC | $67.6M | 92,914 | 0.16% | — |
This table is the 150 largest positions by value, out of 794 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 3 options positions with a combined notional of $172.7M. 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 Holocene Advisors, LP (CIK 1700574, accession 0001172661-26-002328). 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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