13F holdings
KBC Group NV portfolio
Managed by . 1,855 reported positions worth $39.9B as of 2026-03-31, filed with the SEC on 2026-05-07. Parsed from the filing itself, not a reseller.
$39.9B
Book value
1,855
Positions
37%
Top 10 weight
+151
New this quarter
-24
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 37 days old on 2026-05-07, 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 (151)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| ABBV | ABBVIE INC | $145.6M | 669,647 | 0.37% |
| MATX | MATSON INC | $5.7M | 34,780 | 0.01% |
| CLVT | CLARIVATE PLC | $4.1M | 1,627,739 | 0.01% |
| LASR | NLIGHT INC | $3.9M | 69,034 | 0.01% |
| AMCR | AMCOR PLC | $3.9M | 97,121 | 0.01% |
| FIGS | FIGS INC | $3.8M | 256,051 | 0.01% |
| APGE | APOGEE THERAPEUTICS INC | $3.2M | 37,843 | 0.01% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $2.3M | 75,831 | 0.01% |
| CWH | CAMPING WORLD HLDGS INC | $2.0M | 293,327 | 0.01% |
| GCT | GIGACLOUD TECHNOLOGY INC | $1.7M | 38,338 | 0.00% |
| FIZZ | NATIONAL BEVERAGE CORP | $1.6M | 46,900 | 0.00% |
| PGEN | PRECIGEN INC | $1.3M | 345,805 | 0.00% |
| NGVC | NATURAL GROCERS BY VITAMIN | $1.3M | 49,835 | 0.00% |
| IREN | IREN LIMITED | $1.1M | 30,775 | 0.00% |
| JBS | JBS N.V. | $939,000 | 52,296 | 0.00% |
| CSTL | CASTLE BIOSCIENCES INC | $907,000 | 36,932 | 0.00% |
| PHAT | PHATHOM PHARMACEUTICALS INC | $857,000 | 77,139 | 0.00% |
| LENZ | LENZ THERAPEUTICS INC | $827,000 | 90,425 | 0.00% |
| BTBT | BIT DIGITAL INC | $672,000 | 513,061 | 0.00% |
| VSNT | VERSANT MEDIA GROUP INC | $535,000 | 14,469 | 0.00% |
| PNFP | PINNACLE FINL PARTNERS INC | $507,000 | 5,884 | 0.00% |
| AMG | AFFILIATED MANAGERS GROUP | $242,000 | 873 | 0.00% |
| PIPR | PIPER SANDLER COMPANIES | $203,000 | 2,648 | 0.00% |
| AAOI | APPLIED OPTOELECTRONICS INC | $164,000 | 1,943 | 0.00% |
| CENX | CENTURY ALUM CO | $129,000 | 2,199 | 0.00% |
Closed out (24)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CYBR | CYBERARK SOFTWARE LTD | $6.8M | 15,259 | 0.00% |
| AMCR | AMCOR PLC | $6.2M | 740,863 | 0.00% |
| EXK | EXACT SCIENCES CORP | $930,000 | 9,155 | 0.00% |
| DAY | DAYFORCE INC | $588,000 | 8,497 | 0.00% |
| CMA | COMERICA INC | $326,000 | 3,746 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $269,000 | 7,055 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $243,000 | 3,375 | 0.00% |
| CADE | CADENCE BANK | $225,000 | 5,243 | 0.00% |
| 8QR | CONFLUENT INC | $223,000 | 7,380 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $212,000 | 2,221 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $196,000 | 3,918 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $179,000 | 528 | 0.00% |
| WIX | WIX COM LTD | $157,000 | 1,513 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $130,000 | 3,269 | 0.00% |
| INDV | INDIVIOR PLC | $119,000 | 3,308 | 0.00% |
| 1RG | REV GROUP INC | $104,000 | 1,707 | 0.00% |
| 9HI | HILLENBRAND INC | $104,000 | 3,271 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $83,000 | 376 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $63,000 | 2,325 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $46,000 | 2,230 | 0.00% |
| FUBOGBP | FUBOTV INC | $35,000 | 13,718 | 0.00% |
| 89BIO INC CVR | 89BIO INC CVR | $34,000 | 5,591 | 0.00% |
| ALITEUR | ALIGHT INC | $33,000 | 16,914 | 0.00% |
| SABR | SABRE CORP | $22,000 | 16,271 | 0.00% |
Added to (531)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.3B | 19,004,336 | 8.31% | +12% |
| AAPL | APPLE INC | $2.3B | 9,131,650 | 5.81% | +30% |
| MSFT | MICROSOFT CORP | $2.2B | 5,973,157 | 5.55% | +6% |
| LRCX | LAM RESEARCH CORP | $333.4M | 1,560,414 | 0.84% | +60% |
| GS | GOLDMAN SACHS GROUP INC | $278.1M | 328,720 | 0.70% | +12% |
| BMY | BRISTOL-MYERS SQUIBB CO | $243.2M | 4,009,205 | 0.61% | +1% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $235.1M | 490,547 | 0.59% | +286% |
| CRM | SALESFORCE INC | $228.1M | 1,222,004 | 0.57% | +11% |
| IBM | INTERNATIONAL BUSINESS MACHS | $224.4M | 925,680 | 0.56% | +8% |
| QCOM | QUALCOMM INC | $223.5M | 1,735,386 | 0.56% | +30% |
| UNH | UNITEDHEALTH GROUP INC | $212.1M | 783,880 | 0.53% | +32% |
| GLW | CORNING INC | $193.1M | 1,420,527 | 0.48% | +5% |
| CTVA | CORTEVA INC | $174.4M | 2,082,909 | 0.44% | +59% |
| KMB | KIMBERLY-CLARK CORP | $163.6M | 1,695,768 | 0.41% | +460% |
| APH | AMPHENOL CORP | $162.7M | 1,287,679 | 0.41% | +28% |
Trimmed (344)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TGNA | TEGNA INC | $0 | 0 | 0.00% | -100% |
| PI | IMPINJ INC | $81,000 | 793 | 0.00% | -98% |
| VRNS | VARONIS SYS INC | $298,000 | 13,871 | 0.00% | -94% |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.8M | 20,524 | 0.02% | -94% |
| HBAN | HUNTINGTON BANCSHARES INC | $3.8M | 243,947 | 0.01% | -91% |
| FRHC | FREEDOM HOLDING CORP | $72,000 | 499 | 0.00% | -90% |
| INCY | INCYTE CORP | $2.6M | 27,254 | 0.01% | -90% |
| IRTC | IRHYTHM HOLDINGS INC | $103,000 | 870 | 0.00% | -88% |
| BAX | BAXTER INTL INC | $375,000 | 22,288 | 0.00% | -88% |
| AFG | AMERICAN FINANCIAL GROUP INC | $240,000 | 1,882 | 0.00% | -88% |
| TOST | TOAST INC | $2.9M | 108,282 | 0.01% | -84% |
| RMD | RESMED INC | $8.5M | 37,924 | 0.02% | -84% |
| STLD | STEEL DYNAMICS INC | $13.8M | 76,828 | 0.03% | -84% |
| IP | INTERNATIONAL PAPER CO | $3.9M | 110,531 | 0.01% | -81% |
| CVNA | CARVANA CO | $12.2M | 38,679 | 0.03% | -81% |
The book
Largest 150 of 1,855 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.3B | 19,004,336 | 8.31% | — |
| AAPL | APPLE INC | $2.3B | 9,131,650 | 5.81% | — |
| MSFT | MICROSOFT CORP | $2.2B | 5,973,157 | 5.55% | — |
| GOOG | ALPHABET INC | $2.0B | 6,836,297 | 4.92% | — |
| AMZN | AMAZON COM INC | $1.4B | 6,572,510 | 3.43% | — |
| AVGO | BROADCOM INC | $1.2B | 3,856,480 | 2.99% | — |
| META | META PLATFORMS INC | $841.4M | 1,470,684 | 2.11% | — |
| JPM | JPMORGAN CHASE & CO | $672.1M | 2,284,965 | 1.69% | — |
| LLY | ELI LILLY & CO | $530.0M | 576,203 | 1.33% | — |
| TSLA | TESLA INC | $428.0M | 1,151,214 | 1.07% | — |
| BAC | BANK AMERICA CORP | $403.3M | 8,273,204 | 1.01% | — |
| C | CITIGROUP INC | $397.8M | 3,507,535 | 1.00% | — |
| GILD | GILEAD SCIENCES INC | $373.5M | 2,679,656 | 0.94% | — |
| LRCX | LAM RESEARCH CORP | $333.4M | 1,560,414 | 0.84% | — |
| JNJ | JOHNSON & JOHNSON | $310.3M | 1,269,307 | 0.78% | — |
| MS | MORGAN STANLEY | $298.6M | 1,814,373 | 0.75% | — |
| MU | MICRON TECHNOLOGY INC | $290.4M | 859,664 | 0.73% | — |
| GOOGL | ALPHABET INC | $288.4M | 1,002,889 | 0.72% | — |
| GS | GOLDMAN SACHS GROUP INC | $278.1M | 328,720 | 0.70% | — |
| LIN | LINDE PLC | $260.6M | 525,612 | 0.65% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $243.2M | 4,009,205 | 0.61% | — |
| PFE | PFIZER INC | $237.9M | 8,471,914 | 0.60% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $235.1M | 490,547 | 0.59% | — |
| V | VISA INC | $234.8M | 776,705 | 0.59% | — |
| CRM | SALESFORCE INC | $228.1M | 1,222,004 | 0.57% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $224.4M | 925,680 | 0.56% | — |
| QCOM | QUALCOMM INC | $223.5M | 1,735,386 | 0.56% | — |
| MA | MASTERCARD INCORPORATED | $222.7M | 445,783 | 0.56% | — |
| AMD | ADVANCED MICRO DEVICES INC | $221.0M | 1,086,598 | 0.55% | — |
| UBER | UBER TECHNOLOGIES INC | $212.4M | 2,953,222 | 0.53% | — |
| UNH | UNITEDHEALTH GROUP INC | $212.1M | 783,880 | 0.53% | — |
| WELL | WELLTOWER INC | $210.8M | 1,066,140 | 0.53% | — |
| GEV | GE VERNOVA INC | $198.3M | 227,164 | 0.50% | — |
| GLW | CORNING INC | $193.1M | 1,420,527 | 0.48% | — |
| COF | CAPITAL ONE FINL CORP | $191.4M | 1,049,133 | 0.48% | — |
| ORCL | ORACLE CORP | $187.6M | 1,275,191 | 0.47% | — |
| CAH | CARDINAL HEALTH INC | $182.7M | 864,827 | 0.46% | — |
| ISRG | INTUITIVE SURGICAL INC | $177.5M | 385,028 | 0.45% | — |
| CTVA | CORTEVA INC | $174.4M | 2,082,909 | 0.44% | — |
| HCA | HCA HEALTHCARE INC | $167.8M | 354,583 | 0.42% | — |
| KMB | KIMBERLY-CLARK CORP | $163.6M | 1,695,768 | 0.41% | — |
| APH | AMPHENOL CORP | $162.7M | 1,287,679 | 0.41% | — |
| CAT | CATERPILLAR INC | $162.4M | 229,297 | 0.41% | — |
| SPG | SIMON PPTY GROUP INC NEW | $156.7M | 840,002 | 0.39% | — |
| FERG | FERGUSON ENTERPRISES INC | $156.6M | 671,258 | 0.39% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $156.3M | 2,156,480 | 0.39% | — |
| BSX | BOSTON SCIENTIFIC CORP | $151.9M | 2,420,506 | 0.38% | — |
| CSCO | CISCO SYS INC | $151.4M | 1,951,867 | 0.38% | — |
| CF | CF INDUSTRIES HOLD | $150.2M | 1,156,575 | 0.38% | — |
| PG | PROCTER & GAMBLE CO | $150.0M | 1,038,553 | 0.38% | — |
| MRK | MERCK & CO INC | $146.5M | 1,217,611 | 0.37% | — |
| ABBV | ABBVIE INC | $145.6M | 669,647 | 0.37% | — |
| EME | EMCOR GROUP INC | $143.7M | 194,612 | 0.36% | — |
| IBKR | INTERACTIVE BROKERS GROUP IN | $141.9M | 2,115,438 | 0.36% | — |
| ECL | ECOLAB INC | $141.6M | 532,163 | 0.36% | — |
| AXP | AMERICAN EXPRESS CO | $139.7M | 461,760 | 0.35% | — |
| T | AT&T INC | $138.5M | 4,778,808 | 0.35% | — |
| COST | COSTCO WHOLESALE CORPORATION | $135.3M | 135,805 | 0.34% | — |
| CNM | CORE & MAIN INC | $135.3M | 2,737,992 | 0.34% | — |
| AER | AERCAP HOLDINGS NV | $134.7M | 982,037 | 0.34% | — |
| IQV | IQVIA HLDGS INC | $132.0M | 774,064 | 0.33% | — |
| CRH | CRH PLC | $129.1M | 1,228,583 | 0.32% | — |
| SSNC | SS&C TECH HLDGS | $129.0M | 1,908,477 | 0.32% | — |
| FLEXTRONICS INTL LTD | FLEXTRONICS INTL LTD | $128.7M | 1,965,811 | 0.32% | — |
| GRMN | GARMIN LTD | $128.1M | 552,250 | 0.32% | — |
| NFLX | NETFLIX INC. | $127.4M | 1,325,522 | 0.32% | — |
| WMS | ADVANCED DRAIN SYS INC DEL | $125.7M | 916,981 | 0.32% | — |
| AMAT | APPLIED MATLS INC | $123.0M | 359,763 | 0.31% | — |
| INTC | INTEL CORP | $122.6M | 2,777,373 | 0.31% | — |
| DIS | DISNEY WALT CO | $120.9M | 1,254,116 | 0.30% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $119.2M | 242,550 | 0.30% | — |
| EXMOC | EXXON MOBIL CORP | $117.3M | 691,615 | 0.29% | — |
| KO | COCA COLA CO | $116.8M | 1,535,926 | 0.29% | — |
| FIX | COMFORT SYS USA INC | $116.4M | 84,392 | 0.29% | — |
| WMT | WALMART INC | $115.9M | 932,621 | 0.29% | — |
| FDX | FEDEX CORP | $113.7M | 319,278 | 0.29% | — |
| BKNG | BOOKING HOLDINGS INC | $111.7M | 26,537 | 0.28% | — |
| CTAS | CINTAS CORP | $108.5M | 641,490 | 0.27% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $108.0M | 531,461 | 0.27% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $107.2M | 733,083 | 0.27% | — |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $105.2M | 4,976,006 | 0.26% | — |
| TER | TERADYNE INC | $103.3M | 348,553 | 0.26% | — |
| SYK | STRYKER CORPORATION | $102.1M | 310,863 | 0.26% | — |
| BBY | BEST BUY INC | $101.7M | 1,584,803 | 0.26% | — |
| APP | APPLOVIN CORP | $101.7M | 255,447 | 0.26% | — |
| ABT | ABBOTT LABORATORIES | $101.2M | 986,110 | 0.25% | — |
| GE | GE AEROSPACE | $99.5M | 350,718 | 0.25% | — |
| TWLO | TWILIO INC | $99.5M | 790,548 | 0.25% | — |
| TEAM | ATLASSIAN CORPORATION | $98.3M | 1,440,019 | 0.25% | — |
| USB | US BANCORP | $98.2M | 1,888,428 | 0.25% | — |
| IDXX | IDEXX LABS INC | $97.0M | 172,679 | 0.24% | — |
| TPR | TAPESTRY INC | $96.9M | 686,731 | 0.24% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $96.0M | 245,061 | 0.24% | — |
| ZM | ZOOM COMMUNICATIONS INC | $95.9M | 1,193,027 | 0.24% | — |
| MET | METLIFE INC | $95.8M | 1,355,024 | 0.24% | — |
| PEP | PEPSICO INC | $95.6M | 615,787 | 0.24% | — |
| CI | THE CIGNA GROUP | $95.2M | 357,056 | 0.24% | — |
| PRMB | PRIMO BRANDS CORPORATION | $94.9M | 5,041,625 | 0.24% | — |
| WM | WASTE MGMT INC DEL | $94.2M | 409,741 | 0.24% | — |
| WAB | WABTEC | $93.4M | 373,720 | 0.23% | — |
| ADBE | ADOBE INC | $92.6M | 380,870 | 0.23% | — |
| KLAC | KLA CORP | $90.4M | 61,393 | 0.23% | — |
| AMGN | AMGEN INC | $88.7M | 252,179 | 0.22% | — |
| SPGI | S&P GLOBAL INC | $86.9M | 204,315 | 0.22% | — |
| MCK | MCKESSON CORP | $86.5M | 99,999 | 0.22% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $86.2M | 633,703 | 0.22% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $86.0M | 254,562 | 0.22% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $85.0M | 628,373 | 0.21% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $83.4M | 171,921 | 0.21% | — |
| NTAP | NETAPP INC | $81.1M | 791,848 | 0.20% | — |
| ANET | ARISTA NETWORKS INC | $78.9M | 642,679 | 0.20% | — |
| MELI | MERCADOLIBRE INC | $78.1M | 45,179 | 0.20% | — |
| DWDPEUR | DUPONT DE NEMOURS INC | $77.3M | 1,687,376 | 0.19% | — |
| VZ | VERIZON COMMUNICATIONS INC | $77.2M | 1,537,555 | 0.19% | — |
| VLTO | VERALTO CORP | $73.5M | 831,035 | 0.18% | — |
| WFC | WELLS FARGO & CO | $73.2M | 919,627 | 0.18% | — |
| TJX | TJX COS INC NEW | $73.0M | 457,112 | 0.18% | — |
| SYF | SYNCHRONY FINANCIAL | $72.9M | 1,071,124 | 0.18% | — |
| HD | HOME DEPOT INC | $72.4M | 220,227 | 0.18% | — |
| NET | CLOUDFLARE INC | $69.4M | 336,353 | 0.17% | — |
| SNA | SNAP ON INC | $68.4M | 188,419 | 0.17% | — |
| CVS | CVS HEALTH CORP | $68.3M | 950,953 | 0.17% | — |
| KHC | KRAFT HEINZ CO | $67.3M | 2,990,755 | 0.17% | — |
| DE | DEERE & CO | $66.8M | 118,498 | 0.17% | — |
| AMP | AMERIPRISE FINL INC | $66.5M | 149,726 | 0.17% | — |
| CVX | CHEVRON CORPORATION | $66.4M | 320,938 | 0.17% | — |
| SCHW | SCHWAB CHARLES CORP | $65.6M | 697,547 | 0.16% | — |
| WDC | WESTERN DIGITAL CORP | $65.4M | 241,827 | 0.16% | — |
| TEL | TE CONNECTIVITY PLC | $64.6M | 309,067 | 0.16% | — |
| PLD | PROLOGIS INC. | $64.5M | 488,001 | 0.16% | — |
| EXPE | EXPEDIA GROUP INC | $63.8M | 276,150 | 0.16% | — |
| TT | TRANE TECHNOLOGIES PLC | $63.0M | 151,254 | 0.16% | — |
| WTS | WATTS WATER TECHNOLOGIES INC | $62.4M | 214,812 | 0.16% | — |
| NOW | SERVICENOW INC | $61.5M | 588,064 | 0.15% | — |
| MPC | MARATHON PETE CORP | $61.3M | 251,071 | 0.15% | — |
| ATO | ATMOS ENERGY CORP | $58.4M | 316,327 | 0.15% | — |
| WBD | WARNER BROS DISCOVERY INC | $58.4M | 2,126,957 | 0.15% | — |
| FOXA | FOX CORP | $58.2M | 996,815 | 0.15% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $56.8M | 127,208 | 0.14% | — |
| DELL | DELL TECHNOLOGIES INC | $56.6M | 344,717 | 0.14% | — |
| MCO | MOODYS CORP | $56.4M | 129,172 | 0.14% | — |
| ALL | ALLSTATE CORP | $56.2M | 270,954 | 0.14% | — |
| MDT | MEDTRONIC PLC | $56.0M | 646,039 | 0.14% | — |
| VRT | VERTIV HOLDINGS CO | $54.3M | 216,717 | 0.14% | — |
| FTV | FORTIVE CORP | $54.0M | 977,590 | 0.14% | — |
| XYL | XYLEM INC | $53.5M | 447,389 | 0.13% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $52.2M | 398,886 | 0.13% | — |
| UAL | UNITED AIRLS HLDGS INC | $52.2M | 566,487 | 0.13% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $52.1M | 133,404 | 0.13% | — |
| DLR | DIGITAL RLTY TR INC | $51.7M | 287,034 | 0.13% | — |
This table is the 150 largest positions by value, out of 1,855 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 KBC Group NV (CIK 1411133, accession 0001193125-26-210340). Every other 13F site is reading the same file.
One quirk worth naming: this manager still reports position values in thousands, although Form 13F has required whole dollars since 2023. We detect that by comparing this filing’s implied price per share against what every other manager holding the same securities reported for them this quarter — and multiply by 1,000. Figures on this page are therefore 1,000x the numbers you will read in the document itself.
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.
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