13F holdings
MACKENZIE FINANCIAL CORP portfolio
Managed by . 1,406 reported positions worth $83.3B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$83.3B
Book value
1,406
Positions
25%
Top 10 weight
+124
New this quarter
-368
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 (124)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $282.4M | 1,444,637 | 0.34% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $105.3M | 1,676,178 | 0.13% |
| SM | SM ENERGY COMPANY | $83.5M | 2,676,731 | 0.10% |
| MDA | MDA SPACE LTD | $68.0M | 2,685,152 | 0.08% |
| COLB | COLUMBIA BKG SYS INC | $31.1M | 1,134,797 | 0.04% |
| VIRT | VIRTU FINL INC | $19.1M | 433,623 | 0.02% |
| PR | PERMIAN RESOURCES CORP | $17.0M | 795,954 | 0.02% |
| LBRT | LIBERTY ENERGY INC | $14.2M | 492,443 | 0.02% |
| PAY | PAYMENTUS HOLDINGS INC | $12.9M | 506,803 | 0.02% |
| PRI | PRIMERICA INC | $12.7M | 50,825 | 0.02% |
| OLN | OLIN CORP | $11.8M | 396,180 | 0.01% |
| CAMT | CAMTEK LTD | $11.7M | 77,368 | 0.01% |
| UL | UNILEVER PLC | $10.5M | 184,405 | 0.01% |
| BWA | BORGWARNER INC | $6.4M | 117,667 | 0.01% |
| LITE | LUMENTUM HLDGS INC | $5.7M | 8,169 | 0.01% |
| VNOM | VIPER ENERGY INC | $5.3M | 111,908 | 0.01% |
| MXL | MAXLINEAR INC | $4.6M | 263,166 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $4.2M | 55,080 | 0.01% |
| USAU | U S GOLD CORP | $4.2M | 276,924 | 0.01% |
| CORT | CORCEPT THERAPEUTICS INC | $4.2M | 104,132 | 0.01% |
| OEC | ORION S.A. | $4.1M | 625,920 | 0.00% |
| NBR | NABORS INDUSTRIES LTD | $3.9M | 45,704 | 0.00% |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $3.9M | 589,100 | 0.00% |
| CALY | CALLAWAY GOLF CO | $3.8M | 275,881 | 0.00% |
| PBF | PBF ENERGY INC | $3.7M | 78,402 | 0.00% |
Closed out (368)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $137.0M | 1,484,312 | 0.00% |
| GRTUF | GRANITE REAL ESTATE INVT TR | $96.2M | 1,615,139 | 0.00% |
| EXK | EXACT SCIENCES CORP | $82.6M | 812,115 | 0.00% |
| NGDN | NEW GOLD INC CDA | $62.5M | 7,105,367 | 0.00% |
| HYLB | DBX ETF TR | $38.1M | 1,036,736 | 0.00% |
| LNC | LINCOLN NATL CORP IND | $23.9M | 533,823 | 0.00% |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $14.2M | 83,456 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $10.8M | 210,615 | 0.00% |
| POH3 | CARNIVAL PLC | $7.0M | 229,038 | 0.00% |
| BP | BP PLC | $6.2M | 179,452 | 0.00% |
| PBR | PETROLEO BRASILEIRO SA PETRO | $4.5M | 381,560 | 0.00% |
| ACI | ALBERTSONS COS INC | $3.5M | 204,464 | 0.00% |
| FRSH | FRESHWORKS INC | $3.3M | 267,277 | 0.00% |
| XPEV | XPENG INC | $3.1M | 144,928 | 0.00% |
| AMRX | AMNEAL PHARMACEUTICALS INC | $2.3M | 181,806 | 0.00% |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $2.3M | 59,206 | 0.00% |
| ATI | ATI INC | $2.2M | 18,849 | 0.00% |
| PGNY | PROGYNY INC | $2.2M | 84,232 | 0.00% |
| ARRY | ARRAY TECHNOLOGIES INC | $2.2M | 231,255 | 0.00% |
| FET | FORUM ENERGY TECHNOLOGIES IN | $2.2M | 57,907 | 0.00% |
| IDCC | INTERDIGITAL INC | $2.2M | 6,633 | 0.00% |
| NSP | INSPERITY INC | $2.1M | 55,104 | 0.00% |
| SGHC | SUPER GROUP SGHC LIMITED | $2.1M | 175,054 | 0.00% |
| CBL | CBL & ASSOC PPTYS INC | $2.0M | 55,049 | 0.00% |
| ONTO | ONTO INNOVATION INC | $1.9M | 12,001 | 0.00% |
Added to (752)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $2.5B | 14,451,589 | 3.02% | +9% |
| AAPL | APPLE INC | $2.4B | 9,632,092 | 2.93% | +5% |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.2B | 3,432,710 | 2.68% | +9% |
| AEM | AGNICO EAGLE MINES LTD | $1.8B | 8,843,378 | 2.15% | +2% |
| ENB | ENBRIDGE INC | $1.1B | 20,429,369 | 1.33% | +12% |
| MFC | MANULIFE FINL CORP | $1.0B | 29,894,048 | 1.24% | +5% |
| SU | SUNCOR ENERGY INC NEW | $936.3M | 14,157,995 | 1.12% | +18% |
| AVGO | BROADCOM INC | $793.4M | 2,563,522 | 0.95% | +4% |
| EXMOC | EXXON MOBIL CORP | $621.3M | 3,662,146 | 0.75% | +19% |
| FNV | FRANCO NEV CORP | $605.3M | 2,444,774 | 0.73% | +6% |
| NTR | NUTRIEN LTD | $588.0M | 7,789,956 | 0.71% | +8% |
| WPM | WHEATON PRECIOUS METALS CORP | $528.9M | 4,029,982 | 0.63% | +5% |
| CME | CME GROUP INC | $512.1M | 1,733,761 | 0.61% | +22% |
| LIN | LINDE PLC | $487.6M | 983,500 | 0.59% | +2% |
| KGC | KINROSS GOLD CORP | $469.9M | 15,373,355 | 0.56% | +5% |
Trimmed (469)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $240,962 | 560 | 0.00% | -99% |
| HUYA | HUYA INC | $55,747 | 16,893 | 0.00% | -98% |
| AES | AES CORP | $473,058 | 33,574 | 0.00% | -95% |
| VTV | VANGUARD INDEX FDS | $627,644 | 3,199 | 0.00% | -93% |
| ADT | ADT INC DEL | $590,111 | 89,819 | 0.00% | -93% |
| NFG | NATIONAL FUEL GAS CO | $2.9M | 30,779 | 0.00% | -93% |
| A | AGILENT TECHNOLOGIES INC | $9.2M | 80,960 | 0.01% | -92% |
| MTZ | MASTEC INC | $1.6M | 5,081 | 0.00% | -92% |
| ROK | ROCKWELL AUTOMATION INC | $4.8M | 13,305 | 0.01% | -91% |
| AROC | ARCHROCK INC | $380,990 | 10,948 | 0.00% | -90% |
| TFX | TELEFLEX INCORPORATED | $240,895 | 2,014 | 0.00% | -90% |
| NDSN | NORDSON CORP | $503,386 | 1,892 | 0.00% | -89% |
| VZLA | VIZSLA SILVER CORP | $1.2M | 373,554 | 0.00% | -89% |
| DOMO | DOMO INC | $68,207 | 22,290 | 0.00% | -89% |
| BX | BLACKSTONE INC | $12.5M | 108,815 | 0.02% | -88% |
The book
Largest 150 of 1,406 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| RY | ROYAL BK CDA | $3.1B | 19,481,596 | 3.78% | — |
| NVDA | NVIDIA CORPORATION | $2.5B | 14,451,589 | 3.02% | — |
| AAPL | APPLE INC | $2.4B | 9,632,092 | 2.93% | — |
| TD | TORONTO DOMINION BK ONT | $2.3B | 24,114,490 | 2.70% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.2B | 3,432,710 | 2.68% | — |
| MSFT | MICROSOFT CORP | $1.9B | 5,075,573 | 2.25% | — |
| GOOGL | ALPHABET INC | $1.8B | 6,245,731 | 2.16% | — |
| AEM | AGNICO EAGLE MINES LTD | $1.8B | 8,843,378 | 2.15% | — |
| CNQ | CANADIAN NAT RES LTD MED TER | $1.3B | 27,430,542 | 1.61% | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.2B | 15,625,962 | 1.48% | — |
| AMZN | AMAZON COM INC | $1.2B | 5,852,258 | 1.46% | — |
| SHOP | SHOPIFY INC | $1.2B | 9,946,334 | 1.42% | — |
| BMO | BANK MONTREAL MEDIUM | $1.2B | 8,582,188 | 1.39% | — |
| ENB | ENBRIDGE INC | $1.1B | 20,429,369 | 1.33% | — |
| JNJ | JOHNSON & JOHNSON | $1.1B | 4,409,868 | 1.29% | — |
| MFC | MANULIFE FINL CORP | $1.0B | 29,894,048 | 1.24% | — |
| CM | CANADIAN IMPERIAL BANK OF CO | $972.0M | 10,257,007 | 1.17% | — |
| SU | SUNCOR ENERGY INC NEW | $936.3M | 14,157,995 | 1.12% | — |
| CNI | CANADIAN NATL RY CO | $903.2M | 8,776,306 | 1.08% | — |
| BN | BROOKFIELD CORP | $898.1M | 22,166,737 | 1.08% | — |
| META | META PLATFORMS INC | $815.6M | 1,425,527 | 0.98% | — |
| WCN | WASTE CONNECTIONS INC | $809.1M | 4,980,317 | 0.97% | — |
| B | BARRICK MNG CORP | $808.1M | 19,776,568 | 0.97% | — |
| TRP | TC ENERGY CORP | $799.8M | 12,774,832 | 0.96% | — |
| AVGO | BROADCOM INC | $793.4M | 2,563,522 | 0.95% | — |
| CVE | CENOVUS ENERGY INC | $676.1M | 25,478,426 | 0.81% | — |
| EXMOC | EXXON MOBIL CORP | $621.3M | 3,662,146 | 0.75% | — |
| FNV | FRANCO NEV CORP | $605.3M | 2,444,774 | 0.73% | — |
| BNS | BANK NOVA SCOTIA B C | $599.5M | 8,645,354 | 0.72% | — |
| NTR | NUTRIEN LTD | $588.0M | 7,789,956 | 0.71% | — |
| JPM | JPMORGAN CHASE & CO | $583.5M | 1,983,783 | 0.70% | — |
| AGG | ISHARES TR | $569.2M | 5,733,700 | 0.68% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $528.9M | 4,029,982 | 0.63% | — |
| CME | CME GROUP INC | $512.1M | 1,733,761 | 0.61% | — |
| LIN | LINDE PLC | $487.6M | 983,500 | 0.59% | — |
| KGC | KINROSS GOLD CORP | $469.9M | 15,373,355 | 0.56% | — |
| MA | MASTERCARD INCORPORATED | $469.7M | 940,027 | 0.56% | — |
| LLY | ELI LILLY & CO | $465.5M | 506,081 | 0.56% | — |
| TECK | TECK RESOURCES LTD | $463.1M | 8,935,856 | 0.56% | — |
| V | VISA INC | $455.0M | 1,505,509 | 0.55% | — |
| TJX | TJX COS INC NEW | $453.8M | 2,841,584 | 0.54% | — |
| ABBV | ABBVIE INC | $449.1M | 2,065,016 | 0.54% | — |
| KO | COCA COLA CO | $436.8M | 5,743,951 | 0.52% | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $434.1M | 9,765,188 | 0.52% | — |
| TU | TELUS CORPORATION | $432.3M | 33,641,206 | 0.52% | — |
| PM | PHILIP MORRIS INTL INC | $427.3M | 2,584,550 | 0.51% | — |
| WMT | WALMART INC | $421.0M | 3,387,290 | 0.51% | — |
| TTE | TOTALENERGIES SE | $413.9M | 4,468,257 | 0.50% | — |
| GIB | CGI INC | $397.6M | 5,439,758 | 0.48% | — |
| CSCO | CISCO SYS INC | $391.0M | 5,039,461 | 0.47% | — |
| SLF | SUN LIFE FINANCIAL INC. | $382.3M | 6,102,537 | 0.46% | — |
| PBA | PEMBINA PIPELINE CORP | $370.7M | 8,281,681 | 0.44% | — |
| GIL | GILDAN ACTIVEWEAR INC | $366.6M | 6,583,423 | 0.44% | — |
| DUK | DUKE ENERGY CORP NEW | $353.2M | 2,697,624 | 0.42% | — |
| LRCX | LAM RESEARCH CORP | $345.6M | 1,617,352 | 0.41% | — |
| UNP | UNION PAC CORP | $326.6M | 1,346,316 | 0.39% | — |
| MSI | MOTOROLA SOLUTIONS INC | $317.3M | 731,237 | 0.38% | — |
| WMB | WILLIAMS COS INC | $314.9M | 4,327,267 | 0.38% | — |
| CAE | CAE INC | $310.9M | 11,944,101 | 0.37% | — |
| MCD | MCDONALDS CORP | $308.3M | 992,141 | 0.37% | — |
| HD | HOME DEPOT INC | $303.0M | 921,163 | 0.36% | — |
| MRK | MERCK & CO INC | $302.8M | 2,517,435 | 0.36% | — |
| CAT | CATERPILLAR INC | $302.4M | 426,884 | 0.36% | — |
| PH | PARKER-HANNIFIN CORP | $302.3M | 337,729 | 0.36% | — |
| CL | COLGATE PALMOLIVE CO | $301.3M | 3,535,021 | 0.36% | — |
| SPGI | S&P GLOBAL INC | $295.4M | 694,600 | 0.35% | — |
| PG | PROCTER & GAMBLE CO | $292.6M | 2,025,925 | 0.35% | — |
| AZN | ASTRAZENECA PLC | $282.4M | 1,444,637 | 0.34% | — |
| AGI | ALAMOS GOLD INC | $281.9M | 6,337,502 | 0.34% | — |
| TLT | ISHARES TR | $277.2M | 3,197,900 | 0.33% | — |
| STN | STANTEC INC | $268.4M | 3,105,136 | 0.32% | — |
| MCK | MCKESSON CORP | $261.4M | 302,061 | 0.31% | — |
| FTS | FORTIS INC | $253.4M | 4,542,599 | 0.30% | — |
| SYK | STRYKER CORPORATION | $246.4M | 749,867 | 0.30% | — |
| EFA | ISHARES TR | $245.4M | 2,526,610 | 0.29% | — |
| COST | COSTCO WHOLESALE CORPORATION | $243.7M | 244,552 | 0.29% | — |
| NEE | NEXTERA ENERGY INC | $240.0M | 2,584,342 | 0.29% | — |
| GOOG | ALPHABET INC | $233.6M | 814,465 | 0.28% | — |
| DHR | DANAHER CORP DEL | $230.3M | 1,214,467 | 0.28% | — |
| HBM | HUDBAY MINERALS INC | $225.6M | 10,773,993 | 0.27% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $224.3M | 468,106 | 0.27% | — |
| AMAT | APPLIED MATLS INC | $219.4M | 642,013 | 0.26% | — |
| EMA | EMERA INC | $211.7M | 4,084,524 | 0.25% | — |
| AU | ANGLOGOLD ASHANTI PLC | $211.6M | 2,173,281 | 0.25% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $207.0M | 853,976 | 0.25% | — |
| FSV | FIRSTSERVICE CORP NEW | $204.6M | 1,471,292 | 0.25% | — |
| TSLA | TESLA INC | $202.3M | 544,069 | 0.24% | — |
| OVV | OVINTIV INC | $200.4M | 3,376,430 | 0.24% | — |
| MDT | MEDTRONIC PLC | $199.3M | 2,299,782 | 0.24% | — |
| CBOE | CBOE GLOBAL MKTS INC | $199.1M | 708,333 | 0.24% | — |
| BGSI | BOYD GROUP SERVICES INC | $197.8M | 1,549,584 | 0.24% | — |
| BAC | BANK AMERICA CORP | $194.7M | 3,994,319 | 0.23% | — |
| APH | AMPHENOL CORP | $186.5M | 1,476,411 | 0.22% | — |
| DOO | BRP INC | $184.0M | 2,560,680 | 0.22% | — |
| CVX | CHEVRON CORPORATION | $182.1M | 880,328 | 0.22% | — |
| PCG | PG&E CORP | $180.0M | 10,247,356 | 0.22% | — |
| HYG | ISHARES TR | $178.9M | 2,249,013 | 0.21% | — |
| C | CITIGROUP INC | $175.7M | 1,549,318 | 0.21% | — |
| WFC | WELLS FARGO & CO | $175.6M | 2,206,278 | 0.21% | — |
| DSGX | DESCARTES SYS GROUP INC | $175.3M | 2,447,147 | 0.21% | — |
| RCI | ROGERS COMMUNICATIONS INC | $168.1M | 4,370,470 | 0.20% | — |
| NFLX | NETFLIX INC. | $167.4M | 1,741,349 | 0.20% | — |
| AKAM | AKAMAI TECHNOLOGIES INC | $166.3M | 1,447,821 | 0.20% | — |
| HONGBP | HONEYWELL INTL INC | $163.8M | 724,875 | 0.20% | — |
| ETN | EATON CORP PLC | $163.4M | 456,961 | 0.20% | — |
| MU | MICRON TECHNOLOGY INC | $162.3M | 480,409 | 0.19% | — |
| T | AT&T INC | $161.7M | 5,579,022 | 0.19% | — |
| TRI4EUR | THOMSON REUTERS CORP | $157.1M | 1,741,320 | 0.19% | — |
| ACN | ACCENTURE PLC IRELAND | $154.9M | 781,040 | 0.19% | — |
| JKHY | HENRY JACK & ASSOC INC | $153.8M | 972,912 | 0.18% | — |
| PEP | PEPSICO INC | $153.5M | 988,386 | 0.18% | — |
| CLS | CELESTICA INC | $151.9M | 538,529 | 0.18% | — |
| ABT | ABBOTT LABORATORIES | $151.3M | 1,473,375 | 0.18% | — |
| TXN | TEXAS INSTRS INC | $150.1M | 773,285 | 0.18% | — |
| GS | GOLDMAN SACHS GROUP INC | $149.3M | 176,423 | 0.18% | — |
| VZ | VERIZON COMMUNICATIONS INC | $149.1M | 2,969,961 | 0.18% | — |
| RTX | RTX CORPORATION | $143.6M | 744,443 | 0.17% | — |
| CRH | CRH PLC | $143.5M | 1,365,278 | 0.17% | — |
| GILD | GILEAD SCIENCES INC | $141.8M | 1,017,219 | 0.17% | — |
| CCJ | CAMECO CORP | $141.2M | 1,298,917 | 0.17% | — |
| MS | MORGAN STANLEY | $140.2M | 851,956 | 0.17% | — |
| TT | TRANE TECHNOLOGIES PLC | $139.6M | 334,909 | 0.17% | — |
| ADI | ANALOG DEVICES INC | $135.0M | 424,260 | 0.16% | — |
| RBA | RB GLOBAL INC | $134.2M | 1,399,118 | 0.16% | — |
| UNH | UNITEDHEALTH GROUP INC | $132.5M | 489,509 | 0.16% | — |
| IVV | ISHARES TR | $130.0M | 199,086 | 0.16% | — |
| ROP | ROPER TECHNOLOGIES INC | $127.1M | 359,119 | 0.15% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $126.3M | 447,445 | 0.15% | — |
| CRUS | CIRRUS LOGIC INC | $125.9M | 870,705 | 0.15% | — |
| KLAC | KLA CORP | $125.5M | 85,212 | 0.15% | — |
| MRSH | MARSH & MCLENNAN COS INC | $123.8M | 713,781 | 0.15% | — |
| QSR | RESTAURANT BRANDS INTL INC | $123.6M | 1,670,001 | 0.15% | — |
| PAAS | PAN AMERN SILVER CORP | $122.9M | 2,247,180 | 0.15% | — |
| GE | GE AEROSPACE | $122.2M | 430,795 | 0.15% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $118.3M | 1,281,270 | 0.14% | — |
| SHEL | SHELL PLC | $117.8M | 1,266,971 | 0.14% | — |
| PSX | PHILLIPS 66 | $117.5M | 644,710 | 0.14% | — |
| WFG | WEST FRASER TIMBER LTD | $116.8M | 1,787,883 | 0.14% | — |
| CVS | CVS HEALTH CORP | $114.1M | 1,589,291 | 0.14% | — |
| LMT | LOCKHEED MARTIN CORP | $112.2M | 185,571 | 0.13% | — |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $111.0M | 3,076,641 | 0.13% | — |
| EFXT | ENERFLEX LTD | $110.6M | 5,288,234 | 0.13% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $109.9M | 1,701,218 | 0.13% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $109.4M | 222,589 | 0.13% | — |
| TEL | TE CONNECTIVITY PLC | $108.5M | 519,057 | 0.13% | — |
| DWDPEUR | DUPONT DE NEMOURS INC | $108.1M | 2,359,909 | 0.13% | — |
| HQY | HEALTHEQUITY INC | $107.1M | 1,281,657 | 0.13% | — |
| IMO | IMPERIAL OIL LTD | $107.0M | 817,360 | 0.13% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $106.0M | 521,700 | 0.13% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $105.3M | 1,676,178 | 0.13% | — |
This table is the 150 largest positions by value, out of 1,406 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 14 options positions with a combined notional of $366,457. 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 MACKENZIE FINANCIAL CORP (CIK 919859, accession 0001062993-26-002560). 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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