13F holdings
Man Group plc portfolio
Managed by . 2,080 reported positions worth $48.2B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$48.2B
Book value
2,080
Positions
18%
Top 10 weight
+366
New this quarter
-258
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 (366)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $121.7M | 628,476 | 0.25% |
| AAUC | ALLIED GOLD CORP | $54.8M | 1,774,780 | 0.11% |
| K4F | ONESTREAM INC | $52.9M | 2,204,520 | 0.11% |
| CSG SYS INTL INC | CSG SYS INTL INC | $37.2M | 465,729 | 0.08% |
| PLNT | PLANET FITNESS MASTER ISSUER | $31.3M | 421,335 | 0.06% |
| AES | AES CORP | $29.2M | 2,071,337 | 0.06% |
| DBRG | DIGITALBRIDGE GROUP INC | $29.1M | 1,886,651 | 0.06% |
| CRWV | COREWEAVE INC | $28.2M | 364,028 | 0.06% |
| NWE | NORTHWESTERN ENERGY GROUP IN | $26.4M | 399,792 | 0.05% |
| PBR/A | PETROLEO BRASILEIRO S A | $25.8M | 1,374,379 | 0.05% |
| SKYWATER TECHNOLOGY INC | SKYWATER TECHNOLOGY INC | $23.6M | 860,093 | 0.05% |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $23.0M | 304,375 | 0.05% |
| PL | PLANET LABS PBC | $21.5M | 768,912 | 0.04% |
| RIG | TRANSOCEAN LTD | $20.9M | 3,151,637 | 0.04% |
| WLK | WESTLAKE CORPORATION | $18.7M | 160,286 | 0.04% |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $18.6M | 794,474 | 0.04% |
| NATL | NCR ATLEOS CORPORATION | $17.9M | 410,000 | 0.04% |
| UNF | UNIFIRST CORP MASS | $17.1M | 68,022 | 0.04% |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $16.3M | 221,474 | 0.03% |
| WCN | WASTE CONNECTIONS INC | $16.0M | 98,497 | 0.03% |
| 430 | TERNS PHARMACEUTICALS INC | $15.0M | 284,931 | 0.03% |
| BTE | BAYTEX ENERGY CORP | $12.0M | 2,693,630 | 0.02% |
| BWIN | THE BALDWIN INSURANCE GRP IN | $11.8M | 536,852 | 0.02% |
| ARMK | ARAMARK | $10.7M | 263,171 | 0.02% |
| PRGO | PERRIGO CO PLC | $10.6M | 986,046 | 0.02% |
Closed out (258)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | $419.3M | 614,856 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $101.6M | 227,697 | 0.00% |
| EXK | EXACT SCIENCES CORP | $98.0M | 965,093 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $64.8M | 898,277 | 0.00% |
| 8QR | CONFLUENT INC | $64.5M | 2,134,532 | 0.00% |
| CFLT 0 01/15/27 | CONFLUENT INC | $63.7M | 65,330,000 | 0.00% |
| DAY | DAYFORCE INC | $63.7M | 920,862 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $57.4M | 1,508,534 | 0.00% |
| MTN 0 01/01/26 | VAIL RESORTS INC | $53.6M | 53,650,000 | 0.00% |
| ABNB 0 03/15/26 | AIRBNB INC | $50.0M | 50,432,000 | 0.00% |
| EXAS 0.375 03/15/27 | EXACT SCIENCES CORP | $46.3M | 44,387,000 | 0.00% |
| F 0 03/15/26 | FORD MTR CO | $45.8M | 44,140,000 | 0.00% |
| CMA | COMERICA INC | $37.8M | 434,525 | 0.00% |
| SNOW 0 10/01/29 | SNOWFLAKE INC | $33.0M | 21,350,000 | 0.00% |
| ALRM 0 01/15/26 | ALARM COM HLDGS INC | $31.3M | 31,389,000 | 0.00% |
| GRTUF | GRANITE REAL ESTATE INVT TR | $29.8M | 499,297 | 0.00% |
| BAC 0.6 05/25/27 MTN | BOFA FIN LLC | $26.9M | 24,721,000 | 0.00% |
| LMND | LEMONADE INC | $26.0M | 364,963 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $25.8M | 116,713 | 0.00% |
| VIPS | VIPSHOP HLDGS LTD | $17.8M | 1,004,374 | 0.00% |
| ODD | ODDITY TECH LTD | $14.2M | 353,690 | 0.00% |
| CATBUSD | ASTRIA THERAPEUTICS INC | $12.8M | 977,202 | 0.00% |
| APO | APOLLO GLOBAL MGMT INC | $12.6M | 87,007 | 0.00% |
| PSA | PUBLIC STORAGE OPER CO | $12.2M | 47,200 | 0.00% |
| 1RG | REV GROUP INC | $11.2M | 184,065 | 0.00% |
Added to (937)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $874.8M | 3,042,111 | 1.81% | +11% |
| AVGO | BROADCOM INC | $654.1M | 2,113,304 | 1.36% | +3% |
| TEL | TE CONNECTIVITY PLC | $418.6M | 2,002,818 | 0.87% | +60% |
| LLY | ELI LILLY & CO | $388.2M | 422,016 | 0.80% | +17% |
| JPM | JPMORGAN CHASE & CO | $341.2M | 1,159,774 | 0.71% | +37% |
| ADBE | ADOBE INC | $305.5M | 1,256,780 | 0.63% | +19% |
| PEP | PEPSICO INC | $296.0M | 1,906,348 | 0.61% | +146% |
| F | FORD MTR CO | $285.6M | 24,745,116 | 0.59% | +67% |
| GM | GENERAL MTRS CO | $277.6M | 3,726,449 | 0.58% | +34% |
| HDB | HDFC BANK LTD | $261.1M | 10,492,381 | 0.54% | +131% |
| B | BARRICK MNG CORP | $247.6M | 6,070,606 | 0.51% | +66% |
| AME | AMETEK INC | $244.3M | 1,139,692 | 0.51% | +4% |
| REGN | REGENERON PHARMACEUTICALS | $243.5M | 315,212 | 0.50% | +45% |
| APH | AMPHENOL CORP | $243.3M | 1,925,820 | 0.50% | +2% |
| NOW | SERVICENOW INC | $232.0M | 2,219,481 | 0.48% | +23% |
Trimmed (721)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| JD | JD.COM INC | $56,479 | 1,910 | 0.00% | -99% |
| ORA | ORMAT TECHNOLOGIES INC | $214,999 | 1,921 | 0.00% | -98% |
| COTY | COTY INC | $224,937 | 111,909 | 0.00% | -98% |
| HRL | HORMEL FOODS CORP | $392,026 | 17,308 | 0.00% | -97% |
| MRNA | MODERNA INC | $725,272 | 14,277 | 0.00% | -97% |
| COO | COOPER COS INC | $342,771 | 4,794 | 0.00% | -97% |
| URBN | URBAN OUTFITTERS INC | $470,310 | 7,424 | 0.00% | -97% |
| GH | GUARDANT HEALTH INC | $894,419 | 9,683 | 0.00% | -97% |
| ROP | ROPER TECHNOLOGIES INC | $511,682 | 1,446 | 0.00% | -97% |
| RBRK | RUBRIK INC. | $353,759 | 7,224 | 0.00% | -97% |
| MP | MP MATERIALS CORP | $798,655 | 16,549 | 0.00% | -97% |
| PLMR | PALOMAR HLDGS INC | $310,103 | 2,595 | 0.00% | -96% |
| GO | GROCERY OUTLET HLDG CORP | $81,160 | 11,512 | 0.00% | -96% |
| CIFR | CIPHER DIGITAL INC | $144,067 | 11,194 | 0.00% | -96% |
| FLUT | FLUTTER ENTMT PLC | $350,912 | 3,442 | 0.00% | -96% |
The book
Largest 150 of 2,080 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.8B | 10,078,031 | 3.64% | — |
| AAPL | APPLE INC | $1.5B | 5,993,037 | 3.15% | — |
| MSFT | MICROSOFT CORP | $1.3B | 3,399,672 | 2.61% | — |
| GOOGL | ALPHABET INC | $874.8M | 3,042,111 | 1.81% | — |
| AMZN | AMAZON COM INC | $774.2M | 3,717,154 | 1.60% | — |
| AVGO | BROADCOM INC | $654.1M | 2,113,304 | 1.36% | — |
| META | META PLATFORMS INC | $604.7M | 1,056,869 | 1.25% | — |
| GOOG | ALPHABET INC | $464.8M | 1,620,182 | 0.96% | — |
| TEL | TE CONNECTIVITY PLC | $418.6M | 2,002,818 | 0.87% | — |
| LLY | ELI LILLY & CO | $388.2M | 422,016 | 0.80% | — |
| ABBV | ABBVIE INC | $385.9M | 1,774,415 | 0.80% | — |
| KGC | KINROSS GOLD CORP | $383.5M | 12,564,118 | 0.79% | — |
| MA | MASTERCARD INCORPORATED | $377.7M | 755,983 | 0.78% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $374.1M | 1,106,953 | 0.78% | — |
| COST | COSTCO WHOLESALE CORPORATION | $356.4M | 357,691 | 0.74% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $343.2M | 5,658,497 | 0.71% | — |
| JPM | JPMORGAN CHASE & CO | $341.2M | 1,159,774 | 0.71% | — |
| ADBE | ADOBE INC | $305.5M | 1,256,780 | 0.63% | — |
| VICI | VICI PPTYS INC | $298.5M | 10,926,861 | 0.62% | — |
| PEP | PEPSICO INC | $296.0M | 1,906,348 | 0.61% | — |
| F | FORD MTR CO | $285.6M | 24,745,116 | 0.59% | — |
| GM | GENERAL MTRS CO | $277.6M | 3,726,449 | 0.58% | — |
| TSLA | TESLA INC | $263.2M | 707,998 | 0.55% | — |
| HDB | HDFC BANK LTD | $261.1M | 10,492,381 | 0.54% | — |
| LRCX | LAM RESEARCH CORP | $253.8M | 1,187,713 | 0.53% | — |
| BKNG | BOOKING HOLDINGS INC | $248.4M | 58,992 | 0.51% | — |
| B | BARRICK MNG CORP | $247.6M | 6,070,606 | 0.51% | — |
| AME | AMETEK INC | $244.3M | 1,139,692 | 0.51% | — |
| REGN | REGENERON PHARMACEUTICALS | $243.5M | 315,212 | 0.50% | — |
| APH | AMPHENOL CORP | $243.3M | 1,925,820 | 0.50% | — |
| ADSK | AUTODESK INC | $237.4M | 991,782 | 0.49% | — |
| ANET | ARISTA NETWORKS INC | $236.1M | 1,923,339 | 0.49% | — |
| GE | GE AEROSPACE | $235.6M | 830,158 | 0.49% | — |
| BSX | BOSTON SCIENTIFIC CORP | $233.4M | 3,718,731 | 0.48% | — |
| NOW | SERVICENOW INC | $232.0M | 2,219,481 | 0.48% | — |
| TMUS | T-MOBILE US INC | $215.9M | 1,027,775 | 0.45% | — |
| PCG | PG&E CORP | $210.3M | 11,967,886 | 0.44% | — |
| ECL | ECOLAB INC | $203.2M | 763,859 | 0.42% | — |
| TTE | TOTALENERGIES SE | $200.6M | 2,151,700 | 0.42% | — |
| CAH | CARDINAL HEALTH INC | $197.7M | 935,759 | 0.41% | — |
| MFC | MANULIFE FINL CORP | $194.3M | 5,658,350 | 0.40% | — |
| TJX | TJX COS INC NEW | $189.9M | 1,189,019 | 0.39% | — |
| MU | MICRON TECHNOLOGY INC | $188.6M | 558,256 | 0.39% | — |
| AU | ANGLOGOLD ASHANTI PLC | $188.5M | 1,936,017 | 0.39% | — |
| V | VISA INC | $187.9M | 621,709 | 0.39% | — |
| IBN | ICICI BANK LIMITED | $184.5M | 7,122,400 | 0.38% | — |
| BAC | BANK AMERICA CORP | $184.4M | 3,782,655 | 0.38% | — |
| AMAT | APPLIED MATLS INC | $184.2M | 538,814 | 0.38% | — |
| C | CITIGROUP INC | $184.1M | 1,623,605 | 0.38% | — |
| NEM | NEWMONT CORP | $180.4M | 1,666,433 | 0.37% | — |
| INDA | ISHARES TR | $178.9M | 3,820,310 | 0.37% | — |
| QCOM | QUALCOMM INC | $178.1M | 1,383,155 | 0.37% | — |
| MCK | MCKESSON CORP | $167.0M | 193,035 | 0.35% | — |
| ACN | ACCENTURE PLC IRELAND | $162.1M | 817,489 | 0.34% | — |
| AXP | AMERICAN EXPRESS CO | $160.1M | 529,135 | 0.33% | — |
| AMD | ADVANCED MICRO DEVICES INC | $159.9M | 786,078 | 0.33% | — |
| NXPI | NXP SEMICONDUCTORS N V | $158.4M | 804,805 | 0.33% | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $158.1M | 559,780 | 0.33% | — |
| TT | TRANE TECHNOLOGIES PLC | $157.3M | 377,508 | 0.33% | — |
| CMI | CUMMINS INC | $155.4M | 288,801 | 0.32% | — |
| A | AGILENT TECHNOLOGIES INC | $151.8M | 1,331,912 | 0.31% | — |
| PODD | INSULET CORP | $150.3M | 716,426 | 0.31% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $150.1M | 540,027 | 0.31% | — |
| GRMN | GARMIN LTD | $149.6M | 644,601 | 0.31% | — |
| MET | METLIFE INC | $147.2M | 2,080,887 | 0.31% | — |
| ABNB | AIRBNB INC | $145.3M | 1,150,545 | 0.30% | — |
| SHW | SHERWIN WILLIAMS CO | $144.1M | 449,487 | 0.30% | — |
| AMT | AMERICAN TOWER CORP | $142.6M | 826,138 | 0.30% | — |
| UBER | UBER TECHNOLOGIES INC | $142.0M | 1,974,310 | 0.29% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $141.3M | 1,949,623 | 0.29% | — |
| AMP | AMERIPRISE FINL INC | $140.4M | 315,956 | 0.29% | — |
| SYF | SYNCHRONY FINANCIAL | $140.2M | 2,061,541 | 0.29% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $138.3M | 1,023,023 | 0.29% | — |
| CSCO | CISCO SYS INC | $137.1M | 1,766,464 | 0.28% | — |
| CCJ | CAMECO CORP | $133.3M | 1,227,533 | 0.28% | — |
| MMM | 3M CO | $133.3M | 917,553 | 0.28% | — |
| EME | EMCOR GROUP INC | $133.2M | 180,405 | 0.28% | — |
| EA* | ELECTRONIC ARTS INC | $132.9M | 651,719 | 0.28% | — |
| AIG | AMERICAN INTL GROUP INC | $132.8M | 1,765,174 | 0.28% | — |
| HPQ | HP INC | $132.1M | 6,874,259 | 0.27% | — |
| DVN | DEVON ENERGY CORP NEW | $132.0M | 2,623,313 | 0.27% | — |
| GFI | GOLD FIELDS LTD | $131.7M | 2,901,592 | 0.27% | — |
| ETN | EATON CORP PLC | $131.7M | 368,118 | 0.27% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $131.1M | 1,000,885 | 0.27% | — |
| STN | STANTEC INC | $131.1M | 1,520,891 | 0.27% | — |
| ROK | ROCKWELL AUTOMATION INC | $130.1M | 362,619 | 0.27% | — |
| EXE | EXPAND ENERGY CORPORATION | $127.7M | 1,162,807 | 0.26% | — |
| GD | GENERAL DYNAMICS CORP | $127.3M | 370,892 | 0.26% | — |
| BABA | ALIBABA GROUP HLDG LTD | $126.4M | 1,007,661 | 0.26% | — |
| ADI | ANALOG DEVICES INC | $123.6M | 388,479 | 0.26% | — |
| APTV | APTIV PLC | $123.2M | 1,773,834 | 0.26% | — |
| CRH | CRH PLC | $122.6M | 1,165,872 | 0.25% | — |
| ROST | ROSS STORES INC | $122.2M | 564,249 | 0.25% | — |
| AZN | ASTRAZENECA PLC | $121.7M | 628,476 | 0.25% | — |
| PG | PROCTER & GAMBLE CO | $121.2M | 839,088 | 0.25% | — |
| VEEV | VEEVA SYS INC | $118.5M | 674,695 | 0.25% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $118.1M | 243,562 | 0.24% | — |
| NU | NU HLDGS LTD | $116.4M | 8,100,715 | 0.24% | — |
| KLAC | KLA CORP | $115.9M | 78,698 | 0.24% | — |
| VALE | VALE S A | $115.1M | 7,233,213 | 0.24% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $114.6M | 1,241,329 | 0.24% | — |
| EXPE | EXPEDIA GROUP INC | $113.0M | 489,503 | 0.23% | — |
| WBD | WARNER BROS DISCOVERY INC | $112.3M | 4,088,841 | 0.23% | — |
| DG | DOLLAR GEN CORP | $109.8M | 924,864 | 0.23% | — |
| STT | STATE STR CORP | $109.0M | 861,600 | 0.23% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $105.7M | 236,798 | 0.22% | — |
| NFLX | NETFLIX INC. | $102.7M | 1,068,579 | 0.21% | — |
| T | AT&T INC | $101.2M | 3,491,809 | 0.21% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $100.8M | 1,560,173 | 0.21% | — |
| HTHT | H WORLD GROUP LTD | $100.8M | 2,004,133 | 0.21% | — |
| INTU | INTUIT | $96.4M | 222,855 | 0.20% | — |
| MRK | MERCK & CO INC | $95.4M | 793,167 | 0.20% | — |
| FSLR | FIRST SOLAR INC | $95.3M | 483,068 | 0.20% | — |
| GILD | GILEAD SCIENCES INC | $94.5M | 678,066 | 0.20% | — |
| NDAQ | NASDAQ INC | $92.9M | 1,094,156 | 0.19% | — |
| ZTS | ZOETIS INC | $92.6M | 783,624 | 0.19% | — |
| EOG | EOG RES INC | $92.5M | 639,697 | 0.19% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $91.9M | 2,871,814 | 0.19% | — |
| EW | EDWARDS LIFESCIENCES CORP | $91.9M | 1,147,468 | 0.19% | — |
| COR | CENCORA INC | $90.1M | 286,953 | 0.19% | — |
| EBAY | EBAY INC. | $88.4M | 971,238 | 0.18% | — |
| HUBS | HUBSPOT INC | $88.2M | 361,415 | 0.18% | — |
| INCY | INCYTE CORP | $87.5M | 930,171 | 0.18% | — |
| CTAS | CINTAS CORP | $87.3M | 516,265 | 0.18% | — |
| NTES | NETEASE COM INC | $87.3M | 779,594 | 0.18% | — |
| PRU | PRUDENTIAL FINL INC | $86.3M | 883,194 | 0.18% | — |
| PH | PARKER-HANNIFIN CORP | $85.8M | 95,865 | 0.18% | — |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $84.6M | 3,577,912 | 0.18% | — |
| CRM | SALESFORCE INC | $83.4M | 446,763 | 0.17% | — |
| CVX | CHEVRON CORPORATION | $83.3M | 402,843 | 0.17% | — |
| PINS | PINTEREST INC | $83.3M | 4,540,887 | 0.17% | — |
| CI | THE CIGNA GROUP | $81.7M | 306,301 | 0.17% | — |
| FIX | COMFORT SYS USA INC | $79.8M | 57,847 | 0.17% | — |
| SNOW 0 10/01/27 | SNOWFLAKE INC | $78.7M | 66,528,000 | 0.16% | — |
| HSY | HERSHEY CO | $77.8M | 374,473 | 0.16% | — |
| TEAM | ATLASSIAN CORPORATION | $77.8M | 1,139,984 | 0.16% | — |
| JNJ | JOHNSON & JOHNSON | $77.8M | 318,085 | 0.16% | — |
| UAL | UNITED AIRLS HLDGS INC | $77.4M | 840,147 | 0.16% | — |
| CL | COLGATE PALMOLIVE CO | $77.3M | 906,951 | 0.16% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $77.3M | 590,020 | 0.16% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $76.9M | 232,369 | 0.16% | — |
| WAB | WABTEC | $76.1M | 304,656 | 0.16% | — |
| AER | AERCAP HOLDINGS NV | $75.8M | 552,428 | 0.16% | — |
| CMCSA | COMCAST CORP NEW | $75.4M | 2,627,384 | 0.16% | — |
| HWM | HOWMET AEROSPACE INC | $74.8M | 324,402 | 0.15% | — |
| DECK | DECKERS OUTDOOR CORP | $73.5M | 733,927 | 0.15% | — |
| TGT | TARGET CORP | $73.2M | 603,783 | 0.15% | — |
| GS | GOLDMAN SACHS GROUP INC | $72.5M | 85,733 | 0.15% | — |
| NRG | NRG ENERGY INC | $72.0M | 492,626 | 0.15% | — |
| LBRDK | LIBERTY BROADBAND CORP | $71.9M | 1,430,157 | 0.15% | — |
This table is the 150 largest positions by value, out of 2,080 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 287 options positions with a combined notional of $6.9B. 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 Man Group plc (CIK 1637460, accession 0001637460-26-000002). 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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