13F holdings
M&G PLC portfolio
Managed by . 377 reported positions worth $19.3B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$19.3B
Book value
377
Positions
32%
Top 10 weight
+52
New this quarter
-52
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 (52)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AMCR | AMCOR PLC | $1.0B | 25,183,844 | 5.21% |
| AZN | ASTRAZENECA PLC | $816.8M | 4,204,199 | 4.22% |
| SPR 3.25 11/01/28 | SPIRIT AEROSYSTEMS INC | $18.9M | 12,924,000 | 0.10% |
| DELL | DELL TECHNOLOGIES INC | $18.5M | 113,058 | 0.10% |
| TCOM 0.75 06/15/29 | TRIP COM GROUP LTD | $17.7M | 17,226,000 | 0.09% |
| OVV | OVINTIV INC | $16.4M | 278,068 | 0.08% |
| SE | SEA LTD | $16.2M | 195,140 | 0.08% |
| INSM | INSMED INC | $16.1M | 98,221 | 0.08% |
| HOOD | ROBINHOOD MKTS INC | $14.6M | 211,202 | 0.08% |
| FTI | TECHNIPFMC PLC | $14.4M | 208,876 | 0.07% |
| KLAC | KLA CORP | $14.4M | 9,790 | 0.07% |
| GEV | GE VERNOVA INC | $14.1M | 16,205 | 0.07% |
| NTAP | NETAPP INC | $14.0M | 137,421 | 0.07% |
| FTAI | FTAI AVIATION LTD | $14.0M | 57,151 | 0.07% |
| ATRO | ASTRONICS CORP | $13.3M | 198,707 | 0.07% |
| FLUT | FLUTTER ENTMT PLC | $13.1M | 128,271 | 0.07% |
| MBLY | MOBILEYE GLOBAL INC | $12.8M | 1,825,912 | 0.07% |
| TRI4EUR | THOMSON REUTERS CORP | $12.5M | 137,596 | 0.06% |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $12.5M | 37,656 | 0.06% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $12.4M | 365,841 | 0.06% |
| WDAY | WORKDAY INC | $12.4M | 95,416 | 0.06% |
| WING | WINGSTOP INC | $12.4M | 79,995 | 0.06% |
| ROKU | ROKU INC | $12.1M | 127,026 | 0.06% |
| TARS | TARSUS PHARMACEUTICALS INC | $11.6M | 166,364 | 0.06% |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $11.3M | 469,082 | 0.06% |
Closed out (52)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AMCR | AMCOR PLC | $919.9M | 114,989,595 | 0.00% |
| CCI | CROWN CASTLE INC | $34.0M | 382,207 | 0.00% |
| ENPH 0 03/01/26 | ENPHASE ENERGY INC | $26.1M | 26,397,000 | 0.00% |
| ABNB 0 03/15/26 | AIRBNB INC | $22.1M | 22,535,000 | 0.00% |
| BILL 0 04/01/30 | BILL HOLDINGS INC | $19.9M | 21,586,000 | 0.00% |
| KO | COCA COLA CO | $17.7M | 253,129 | 0.00% |
| TPR | TAPESTRY INC | $16.3M | 127,407 | 0.00% |
| CLS | CELESTICA INC | $14.5M | 49,003 | 0.00% |
| MTB | M & T BK CORP | $14.3M | 71,303 | 0.00% |
| ATEC | ALPHATEC HLDGS INC | $14.1M | 669,266 | 0.00% |
| LRN | STRIDE INC | $14.0M | 215,483 | 0.00% |
| VLY | VALLEY NATL BANCORP | $14.0M | 1,163,685 | 0.00% |
| GLW | CORNING INC | $13.9M | 157,870 | 0.00% |
| CHTR | CHARTER COMMUNICATIONS INC N | $13.7M | 65,750 | 0.00% |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $13.5M | 52,869 | 0.00% |
| COCO | VITA COCO CO INC | $13.4M | 253,012 | 0.00% |
| SFM | SPROUTS FMRS MKT INC | $13.4M | 166,943 | 0.00% |
| EXLS | EXLSERVICE HOLDINGS INC | $13.1M | 311,572 | 0.00% |
| NET | CLOUDFLARE INC | $12.8M | 64,787 | 0.00% |
| CSL | CARLISLE COS INC | $12.7M | 39,627 | 0.00% |
| VRSK | VERISK ANALYTICS INC | $12.3M | 54,994 | 0.00% |
| NTNX 0.5 12/15/29 | NUTANIX INC | $11.7M | 12,149,000 | 0.00% |
| SRAD | SPORTRADAR GROUP AG | $11.7M | 485,743 | 0.00% |
| MSCI | MSCI INC | $11.2M | 19,467 | 0.00% |
| SEIC | SEI INVTS CO | $11.0M | 134,004 | 0.00% |
Added to (125)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1.1B | 2,861,372 | 5.47% | +18% |
| META | META PLATFORMS INC | $532.5M | 930,993 | 2.75% | +6% |
| GOOGL | ALPHABET INC | $465.3M | 1,615,529 | 2.41% | +6% |
| AVGO | BROADCOM INC | $368.3M | 1,187,993 | 1.90% | +50% |
| WFC | WELLS FARGO & CO | $312.5M | 3,906,676 | 1.62% | +13% |
| MDT | MEDTRONIC PLC | $292.3M | 3,359,670 | 1.51% | +33% |
| AAPL | APPLE INC | $278.0M | 1,094,595 | 1.44% | +5% |
| V | VISA INC | $263.8M | 873,350 | 1.36% | +19% |
| NVDA | NVIDIA CORPORATION | $254.1M | 1,460,195 | 1.31% | +3% |
| ACN | ACCENTURE PLC IRELAND | $213.5M | 1,078,492 | 1.10% | +4% |
| MICC | MAGNUM ICE CREAM CO NV | $212.9M | 14,172,252 | 1.10% | +80% |
| UBS | UBS GROUP AG | $193.2M | 4,980,760 | 1.00% | +11% |
| AMT | AMERICAN TOWER CORP | $193.0M | 1,115,542 | 1.00% | +4% |
| INTU | INTUIT | $179.7M | 415,944 | 0.93% | +331% |
| ARES | ARES MANAGEMENT CORPORATION | $168.8M | 1,548,714 | 0.87% | +27% |
Trimmed (124)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.5M | 18,761 | 0.01% | -97% |
| NXPI | NXP SEMICONDUCTORS N V | $1.7M | 8,533 | 0.01% | -89% |
| ANET | ARISTA NETWORKS INC | $2.2M | 17,523 | 0.01% | -85% |
| ORCL | ORACLE CORP | $7.7M | 52,078 | 0.04% | -77% |
| HTHT 3 05/01/26 | H WORLD GROUP LTD | $8.4M | 6,234,000 | 0.04% | -76% |
| AXON | AXON ENTERPRISE INC | $701,675 | 1,651 | 0.00% | -75% |
| LRCX | LAM RESEARCH CORP | $63.6M | 297,231 | 0.33% | -74% |
| CVE | CENOVUS ENERGY INC | $39.3M | 1,478,058 | 0.20% | -56% |
| SIMO | SILICON MOTION TECHNOLOGY CO | $10.3M | 92,229 | 0.05% | -55% |
| ELV | ELEVANCE HEALTH INC FORMERLY | $86.7M | 295,942 | 0.45% | -53% |
| MGA | MAGNA INTL INC | $1.7M | 29,773 | 0.01% | -52% |
| SBUX | STARBUCKS CORP | $1.0M | 11,445 | 0.01% | -51% |
| CVX | CHEVRON CORPORATION | $14.9M | 72,212 | 0.08% | -48% |
| WAL | WESTERN ALLIANCE BANCORP | $3.7M | 51,583 | 0.02% | -48% |
| ITRI 1.375 07/15/30 | ITRON INC | $18.2M | 18,161,000 | 0.09% | -48% |
The book
Largest 150 of 377 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $1.1B | 2,861,372 | 5.47% | — |
| AMCR | AMCOR PLC | $1.0B | 25,183,844 | 5.21% | — |
| AZN | ASTRAZENECA PLC | $816.8M | 4,204,199 | 4.22% | — |
| MEOH | METHANEX CORP | $747.2M | 12,453,376 | 3.86% | — |
| META | META PLATFORMS INC | $532.5M | 930,993 | 2.75% | — |
| GOOGL | ALPHABET INC | $465.3M | 1,615,529 | 2.41% | — |
| VFC | V F CORP | $438.4M | 25,786,464 | 2.27% | — |
| NEE | NEXTERA ENERGY INC | $375.2M | 4,034,446 | 1.94% | — |
| AVGO | BROADCOM INC | $368.3M | 1,187,993 | 1.90% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $351.6M | 5,764,140 | 1.82% | — |
| WFC | WELLS FARGO & CO | $312.5M | 3,906,676 | 1.62% | — |
| MDT | MEDTRONIC PLC | $292.3M | 3,359,670 | 1.51% | — |
| TTE | TOTALENERGIES SE | $292.0M | 3,118,948 | 1.51% | — |
| AAPL | APPLE INC | $278.0M | 1,094,595 | 1.44% | — |
| EQIX | EQUINIX INC | $277.2M | 282,809 | 1.43% | — |
| V | VISA INC | $263.8M | 873,350 | 1.36% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $262.1M | 2,000,914 | 1.36% | — |
| NVDA | NVIDIA CORPORATION | $254.1M | 1,460,195 | 1.31% | — |
| RSG | REPUBLIC SVCS INC | $250.5M | 1,143,610 | 1.29% | — |
| HTHT | H WORLD GROUP LTD | $233.9M | 4,677,290 | 1.21% | — |
| UNH | UNITEDHEALTH GROUP INC | $229.7M | 847,584 | 1.19% | — |
| FNV | FRANCO NEV CORP | $220.1M | 889,974 | 1.14% | — |
| QCOM | QUALCOMM INC | $216.0M | 1,674,676 | 1.12% | — |
| ACN | ACCENTURE PLC IRELAND | $213.5M | 1,078,492 | 1.10% | — |
| MICC | MAGNUM ICE CREAM CO NV | $212.9M | 14,172,252 | 1.10% | — |
| EBAY | EBAY INC. | $204.4M | 2,246,015 | 1.06% | — |
| CME | CME GROUP INC | $201.8M | 684,081 | 1.04% | — |
| UBS | UBS GROUP AG | $193.2M | 4,980,760 | 1.00% | — |
| AMT | AMERICAN TOWER CORP | $193.0M | 1,115,542 | 1.00% | — |
| SNPS | SYNOPSYS INC | $188.6M | 476,285 | 0.98% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $185.3M | 376,718 | 0.96% | — |
| INTU | INTUIT | $179.7M | 415,944 | 0.93% | — |
| LOW | LOWES COS INC | $178.0M | 754,374 | 0.92% | — |
| EWW | ISHARES INC | $169.8M | 2,257,723 | 0.88% | — |
| ARES | ARES MANAGEMENT CORPORATION | $168.8M | 1,548,714 | 0.87% | — |
| HDB | HDFC BANK LTD | $163.6M | 6,544,365 | 0.85% | — |
| DGX | QUEST DIAGNOSTICS INC | $157.8M | 805,341 | 0.82% | — |
| AMGN | AMGEN INC | $154.6M | 439,063 | 0.80% | — |
| ON | ON SEMICONDUCTOR CORP | $153.0M | 2,467,162 | 0.79% | — |
| BALL | BALL CORP | $142.6M | 2,417,014 | 0.74% | — |
| AMZN | AMAZON COM INC | $139.7M | 671,420 | 0.72% | — |
| BDX | BECTON DICKINSON & CO | $138.6M | 883,053 | 0.72% | — |
| LNG | CHENIERE ENERGY INC | $132.7M | 467,428 | 0.69% | — |
| CSX | CSX CORP | $132.4M | 3,230,134 | 0.68% | — |
| ENB | ENBRIDGE INC | $131.8M | 2,444,759 | 0.68% | — |
| KVUE | KENVUE INC | $128.8M | 7,579,318 | 0.67% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $122.3M | 361,809 | 0.63% | — |
| AXP | AMERICAN EXPRESS CO | $116.8M | 386,758 | 0.60% | — |
| MSA | MSA SAFETY INC | $114.5M | 698,002 | 0.59% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $105.7M | 777,173 | 0.55% | — |
| LIN | LINDE PLC | $105.0M | 211,771 | 0.54% | — |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $104.0M | 2,810,658 | 0.54% | — |
| CRM | SALESFORCE INC | $96.7M | 517,317 | 0.50% | — |
| MA | MASTERCARD INCORPORATED | $95.4M | 190,750 | 0.49% | — |
| IP | INTERNATIONAL PAPER CO | $90.2M | 2,559,390 | 0.47% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $87.0M | 221,909 | 0.45% | — |
| ELV | ELEVANCE HEALTH INC FORMERLY | $86.7M | 295,942 | 0.45% | — |
| BN | BROOKFIELD CORP | $83.9M | 2,098,614 | 0.43% | — |
| JPM | JPMORGAN CHASE & CO | $83.8M | 284,971 | 0.43% | — |
| GRMN | GARMIN LTD | $82.9M | 357,219 | 0.43% | — |
| A | AGILENT TECHNOLOGIES INC | $82.2M | 721,114 | 0.43% | — |
| MSI | MOTOROLA SOLUTIONS INC | $81.6M | 188,125 | 0.42% | — |
| EXC | EXELON CORP | $77.9M | 1,589,929 | 0.40% | — |
| TTEK | TETRA TECH INC NEW | $69.6M | 2,318,534 | 0.36% | — |
| IPGP | IPG PHOTONICS CORP | $68.6M | 596,812 | 0.35% | — |
| OKE | ONEOK INC NEW | $67.8M | 753,104 | 0.35% | — |
| BNY | BANK NEW YORK MELLON CORP | $65.5M | 550,102 | 0.34% | — |
| LRCX | LAM RESEARCH CORP | $63.6M | 297,231 | 0.33% | — |
| WY | WEYERHAEUSER CO | $62.1M | 2,586,141 | 0.32% | — |
| ES | EVERSOURCE ENERGY | $60.8M | 881,205 | 0.31% | — |
| UBER 0.875 12/01/28 2028 | UBER TECHNOLOGIES INC | $60.5M | 49,978,000 | 0.31% | — |
| SRE | SEMPRA | $60.3M | 621,499 | 0.31% | — |
| BRKR | BRUKER CORP | $59.6M | 1,655,672 | 0.31% | — |
| CCJ | CAMECO CORP | $59.1M | 544,119 | 0.31% | — |
| ATHM | AUTOHOME INC | $59.0M | 3,473,398 | 0.31% | — |
| TRP | TC ENERGY CORP | $57.4M | 911,849 | 0.30% | — |
| ABBV | ABBVIE INC | $56.9M | 262,231 | 0.29% | — |
| MU | MICRON TECHNOLOGY INC | $55.1M | 162,948 | 0.28% | — |
| ADSK | AUTODESK INC | $51.9M | 217,096 | 0.27% | — |
| ALC | ALCON AG | $51.5M | 698,079 | 0.27% | — |
| ILMN | ILLUMINA INC | $50.6M | 411,675 | 0.26% | — |
| MELI | MERCADOLIBRE INC | $50.1M | 28,952 | 0.26% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $49.1M | 178,423 | 0.25% | — |
| STLA | STELLANTIS N.V | $48.6M | 7,003,080 | 0.25% | — |
| STX 3.5 06/01/28 | SEAGATE HDD CAYMAN | $45.0M | 9,479,000 | 0.23% | — |
| LULU | LULULEMON ATHLETICA INC | $43.3M | 282,749 | 0.22% | — |
| ABT | ABBOTT LABORATORIES | $42.0M | 407,784 | 0.22% | — |
| BABA | ALIBABA GROUP HLDG LTD | $41.6M | 333,056 | 0.22% | — |
| ONC | BEONE MEDICINES LTD | $41.0M | 138,163 | 0.21% | — |
| TMUS | T-MOBILE US INC | $39.8M | 189,705 | 0.21% | — |
| CVE | CENOVUS ENERGY INC | $39.3M | 1,478,058 | 0.20% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $39.1M | 248,974 | 0.20% | — |
| CSCO | CISCO SYS INC | $38.3M | 490,784 | 0.20% | — |
| CEG | CONSTELLATION ENERGY CORP | $38.2M | 137,088 | 0.20% | — |
| HALO 0.25 03/01/27 | HALOZYME THERAPEUTICS INC | $38.2M | 37,103,000 | 0.20% | — |
| C | CITIGROUP INC | $38.1M | 336,807 | 0.20% | — |
| ATO | ATMOS ENERGY CORP | $37.3M | 201,418 | 0.19% | — |
| LNTH 2.625 12/15/27 | LANTHEUS HLDGS INC | $35.9M | 30,186,000 | 0.19% | — |
| EIX | EDISON INTL | $35.8M | 490,315 | 0.19% | — |
| MRK | MERCK & CO INC | $35.8M | 298,044 | 0.18% | — |
| FERROVIAL SE | FERROVIAL SE | $35.7M | 561,513 | 0.18% | — |
| RIVN 3.625 10/15/30 | RIVIAN AUTOMOTIVE INC | $34.6M | 36,053,000 | 0.18% | — |
| COF | CAPITAL ONE FINL CORP | $34.5M | 189,403 | 0.18% | — |
| BOX 1.5 09/15/29 | BOX INC | $34.5M | 37,455,000 | 0.18% | — |
| DEC | DIVERSIFIED ENERGY CO | $32.5M | 1,759,706 | 0.17% | — |
| VZ | VERIZON COMMUNICATIONS INC | $29.8M | 595,953 | 0.15% | — |
| MANH | MANHATTAN ASSOCIATES INC | $28.3M | 212,921 | 0.15% | — |
| CHKP | CHECK POINT SOFTWARE TECH LT | $27.9M | 194,812 | 0.14% | — |
| ADBE | ADOBE INC | $26.7M | 110,041 | 0.14% | — |
| AEIS 2.5 09/15/28 | ADVANCED ENERGY INDS | $26.5M | 11,052,000 | 0.14% | — |
| TECK | TECK RESOURCES LTD | $25.8M | 495,769 | 0.13% | — |
| NTNX 0.25 10/01/27 | NUTANIX INC | $25.8M | 25,512,000 | 0.13% | — |
| MCK | MCKESSON CORP | $25.4M | 29,365 | 0.13% | — |
| JAZZ 3.125 09/15/30 | JAZZ INVESTMENTS I LTD | $25.3M | 17,957,000 | 0.13% | — |
| MORN | MORNINGSTAR INC | $25.3M | 149,783 | 0.13% | — |
| KR | KROGER CO | $25.2M | 349,465 | 0.13% | — |
| PYPL | PAYPAL HLDGS INC | $25.1M | 556,768 | 0.13% | — |
| CARR | CARRIER GLOBAL CORPORATION | $24.5M | 438,019 | 0.13% | — |
| PGR | PROGRESSIVE CORP | $24.3M | 122,519 | 0.13% | — |
| PDD | PDD HOLDINGS INC | $24.1M | 236,634 | 0.12% | — |
| BBIO 2.5 03/15/27 | BRIDGEBIO PHARMA INC | $21.4M | 11,879,000 | 0.11% | — |
| KOS | KOSMOS ENERGY LTD | $21.1M | 7,031,872 | 0.11% | — |
| BAC | BANK AMERICA CORP | $21.0M | 427,833 | 0.11% | — |
| ZTS | ZOETIS INC | $20.5M | 173,608 | 0.11% | — |
| TPC | TUTOR PERINI CORP | $20.2M | 262,357 | 0.10% | — |
| MMM | 3M CO | $19.9M | 137,559 | 0.10% | — |
| BABA 0.5 06/01/31 | ALIBABA GROUP HLDG LTD | $19.3M | 15,343,000 | 0.10% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $19.3M | 142,860 | 0.10% | — |
| SPR 3.25 11/01/28 | SPIRIT AEROSYSTEMS INC | $18.9M | 12,924,000 | 0.10% | — |
| REXR | REXFORD INDL RLTY INC | $18.8M | 570,915 | 0.10% | — |
| JNJ | JOHNSON & JOHNSON | $18.5M | 76,011 | 0.10% | — |
| DELL | DELL TECHNOLOGIES INC | $18.5M | 113,058 | 0.10% | — |
| OSK | OSHKOSH CORP | $18.4M | 125,040 | 0.10% | — |
| AES | AES CORP | $18.3M | 1,306,173 | 0.09% | — |
| ITRI 1.375 07/15/30 | ITRON INC | $18.2M | 18,161,000 | 0.09% | — |
| ALL | ALLSTATE CORP | $18.1M | 87,268 | 0.09% | — |
| HAL | HALLIBURTON CO | $18.0M | 461,545 | 0.09% | — |
| TCOM 0.75 06/15/29 | TRIP COM GROUP LTD | $17.7M | 17,226,000 | 0.09% | — |
| OWL | BLUE OWL CAPITAL INC | $17.5M | 1,942,998 | 0.09% | — |
| LUV | SOUTHWEST AIRLS CO | $17.4M | 457,469 | 0.09% | — |
| AVAV 0 07/15/30 | AEROVIRONMENT INC | $17.2M | 17,547,000 | 0.09% | — |
| FMC | FMC CORP | $17.0M | 1,000,411 | 0.09% | — |
| TAP | MOLSON COORS BEVERAGE CO | $16.5M | 384,404 | 0.09% | — |
| OVV | OVINTIV INC | $16.4M | 278,068 | 0.08% | — |
| SE | SEA LTD | $16.2M | 195,140 | 0.08% | — |
| INSM | INSMED INC | $16.1M | 98,221 | 0.08% | — |
| HUM | HUMANA INC | $15.7M | 90,712 | 0.08% | — |
| INTC | INTEL CORP | $15.5M | 353,061 | 0.08% | — |
| AXSM | AXSOME THERAPEUTICS INC. | $15.4M | 91,339 | 0.08% | — |
| EG | EVEREST GROUP LTD | $15.3M | 46,843 | 0.08% | — |
This table is the 150 largest positions by value, out of 377 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 $19.0M. 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 M&G PLC (CIK 1802539, accession 0001193125-26-220581). 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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