13F holdings
Mariner, LLC portfolio
Managed by . 3,545 reported positions worth $85.7B as of 2026-03-31, filed with the SEC on 2026-05-13. Parsed from the filing itself, not a reseller.
$85.7B
Book value
3,545
Positions
27%
Top 10 weight
+396
New this quarter
-375
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 (396)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $73.3M | 371,923 | 0.09% |
| BKDV | BNY MELLON ETF TRUST II | $28.5M | 960,263 | 0.03% |
| TMB | THORNBURG ETF TR | $28.3M | 1,107,840 | 0.03% |
| PNFP | PINNACLE FINL PARTNERS INC | $18.1M | 210,271 | 0.02% |
| GMUB | GOLDMAN SACHS ETF TR | $8.3M | 163,319 | 0.01% |
| PR | PERMIAN RESOURCES CORP | $8.0M | 373,460 | 0.01% |
| SH | PROSHARES TR | $6.7M | 176,511 | 0.01% |
| OXY/WS | OCCIDENTAL PETE CORP | $6.3M | 147,506 | 0.01% |
| ALLY | ALLY FINL INC | $5.3M | 136,333 | 0.01% |
| EVTR | MORGAN STANLEY ETF TRUST | $4.8M | 94,190 | 0.01% |
| VSNT | VERSANT MEDIA GROUP INC | $4.5M | 120,310 | 0.01% |
| AGIX | KRANESHARES TRUST | $4.3M | 129,865 | 0.00% |
| XSHQ | INVESCO EXCH TRADED FD TR II | $4.1M | 96,196 | 0.00% |
| TBT | PROSHARES TR | $4.0M | 113,965 | 0.00% |
| JBL | JABIL INC | $4.0M | 14,981 | 0.00% |
| CSRE | COHEN & STEERS ETF TRUST | $4.0M | 151,364 | 0.00% |
| PALC | PACER FDS TR | $3.8M | 73,713 | 0.00% |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3.3M | 117,695 | 0.00% |
| PICB | INVESCO EXCH TRADED FD TR II | $3.2M | 139,971 | 0.00% |
| UI | UBIQUITI INC | $3.2M | 4,028 | 0.00% |
| HYDB | ISHARES TR | $3.2M | 67,982 | 0.00% |
| QGEN | QIAGEN NV | $3.1M | 78,293 | 0.00% |
| SDCI | USCF ETF TR | $3.1M | 113,315 | 0.00% |
| XAGG | MORGAN STANLEY ETF TRUST | $3.1M | 61,907 | 0.00% |
| QVAL | EA SERIES TRUST | $3.0M | 57,995 | 0.00% |
Closed out (375)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $63.5M | 690,319 | 0.00% |
| EXK | EXACT SCIENCES CORP | $11.1M | 109,131 | 0.00% |
| LONZ | PIMCO ETF TR | $8.1M | 161,872 | 0.00% |
| 8QR | CONFLUENT INC | $7.9M | 261,504 | 0.00% |
| DAY | DAYFORCE INC | $7.5M | 108,856 | 0.00% |
| BRO | BROWN & BROWN INC | $6.2M | 78,182 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $5.7M | 113,654 | 0.00% |
| DDS | DILLARDS INC | $5.3M | 8,719 | 0.00% |
| ROL | ROLLINS INC | $4.8M | 79,930 | 0.00% |
| PLNT | PLANET FITNESS INC | $4.1M | 38,026 | 0.00% |
| TEM | TEMPUS AI INC | $4.1M | 68,858 | 0.00% |
| CAG | CONAGRA BRANDS INC | $3.9M | 223,993 | 0.00% |
| JKHY | HENRY JACK & ASSOC INC | $3.8M | 21,081 | 0.00% |
| RIVN | RIVIAN AUTOMOTIVE INC | $3.8M | 192,747 | 0.00% |
| IONS | IONIS PHARMACEUTICALS INC | $3.8M | 47,740 | 0.00% |
| STLD | STEEL DYNAMICS INC | $3.6M | 21,120 | 0.00% |
| AOS | SMITH A O CORP | $3.6M | 53,267 | 0.00% |
| RJF | RAYMOND JAMES FINL INC | $3.5M | 21,493 | 0.00% |
| DUOL | DUOLINGO INC | $3.4M | 19,171 | 0.00% |
| HYBL | SSGA ACTIVE TR | $3.3M | 116,337 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $3.3M | 7,414 | 0.00% |
| RNR | RENAISSANCERE HLDGS LTD | $3.1M | 10,952 | 0.00% |
| NGDN | NEW GOLD INC CDA | $2.9M | 332,946 | 0.00% |
| LII | LENNOX INTL INC | $2.8M | 5,848 | 0.00% |
| U | UNITY SOFTWARE INC | $2.8M | 63,943 | 0.00% |
Added to (1689)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.6B | 26,182,385 | 5.33% | +3% |
| AAPL | APPLE INC | $4.5B | 17,695,216 | 5.24% | +2% |
| VEA | VANGUARD TAX-MANAGED FDS | $2.3B | 35,566,989 | 2.66% | +8% |
| MSFT | MICROSOFT CORP | $2.1B | 5,786,681 | 2.50% | +8% |
| AMZN | AMAZON COM INC | $1.4B | 6,681,607 | 1.62% | +7% |
| AGG | ISHARES TR | $1.4B | 13,748,217 | 1.59% | +14% |
| GOOGL | ALPHABET INC | $1.3B | 4,672,155 | 1.57% | +6% |
| IJH | ISHARES TR | $1.1B | 16,112,547 | 1.27% | +7% |
| JPM | JPMORGAN CHASE & CO | $907.6M | 3,085,976 | 1.06% | +2% |
| IUSB | ISHARES TR | $875.2M | 18,948,193 | 1.02% | +18% |
| VUG | VANGUARD INDEX FDS | $829.1M | 1,898,195 | 0.97% | +4% |
| VWO | VANGUARD INTL EQUITY INDEX F | $757.8M | 14,027,303 | 0.88% | +8% |
| GOOG | ALPHABET INC | $737.8M | 2,572,127 | 0.86% | +8% |
| TSLA | TESLA INC | $698.1M | 1,878,272 | 0.82% | +3% |
| QQQ | INVESCO QQQ TR | $643.9M | 1,115,794 | 0.75% | +3% |
Trimmed (1167)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| RLX | RLX TECHNOLOGY INC | $50,489 | 22,949 | 0.00% | -99% |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $274,215 | 11,832 | 0.00% | -97% |
| FLXS | FLEXSTEEL INDS INC | $1.7M | 38,302 | 0.00% | -97% |
| MGM | MGM RESORTS INTERNATIONAL | $224,904 | 6,077 | 0.00% | -94% |
| SNA | SNAP ON INC | $652,391 | 1,796 | 0.00% | -93% |
| YUM | YUM BRANDS INC | $730,977 | 4,703 | 0.00% | -93% |
| LYFT | LYFT INC | $523,884 | 39,373 | 0.00% | -92% |
| ZS | ZSCALER INC | $551,716 | 3,931 | 0.00% | -92% |
| KAT | ADVISORS SER TR | $260,256 | 4,856 | 0.00% | -91% |
| RDDT | REDDIT INC | $561,491 | 4,170 | 0.00% | -91% |
| PSA | PUBLIC STORAGE OPER CO | $674,471 | 2,491 | 0.00% | -91% |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $298,951 | 1,430 | 0.00% | -91% |
| TFX | TELEFLEX INCORPORATED | $395,882 | 3,310 | 0.00% | -90% |
| CHRW | C H ROBINSON WORLDWIDE IN | $550,923 | 3,317 | 0.00% | -89% |
| TRGP | TARGA RES CORP | $325,311 | 1,299 | 0.00% | -89% |
The book
Largest 150 of 3,545 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $4.6B | 26,182,385 | 5.33% | — |
| AAPL | APPLE INC | $4.5B | 17,695,216 | 5.24% | — |
| IVV | ISHARES TR | $3.6B | 5,473,014 | 4.17% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $2.3B | 35,566,989 | 2.66% | — |
| MSFT | MICROSOFT CORP | $2.1B | 5,786,681 | 2.50% | — |
| AMZN | AMAZON COM INC | $1.4B | 6,681,607 | 1.62% | — |
| AGG | ISHARES TR | $1.4B | 13,748,217 | 1.59% | — |
| GOOGL | ALPHABET INC | $1.3B | 4,672,155 | 1.57% | — |
| AVGO | BROADCOM INC | $1.1B | 3,543,657 | 1.28% | — |
| IJH | ISHARES TR | $1.1B | 16,112,547 | 1.27% | — |
| VTV | VANGUARD INDEX FDS | $992.8M | 5,060,711 | 1.16% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $979.3M | 1,507,932 | 1.14% | — |
| JPM | JPMORGAN CHASE & CO | $907.6M | 3,085,976 | 1.06% | — |
| IEFA | ISHARES TR | $881.9M | 9,746,939 | 1.03% | — |
| IUSB | ISHARES TR | $875.2M | 18,948,193 | 1.02% | — |
| VUG | VANGUARD INDEX FDS | $829.1M | 1,898,195 | 0.97% | — |
| META | META PLATFORMS INC | $813.8M | 1,423,014 | 0.95% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $757.8M | 14,027,303 | 0.88% | — |
| GOOG | ALPHABET INC | $737.8M | 2,572,127 | 0.86% | — |
| TSLA | TESLA INC | $698.1M | 1,878,272 | 0.82% | — |
| QQQ | INVESCO QQQ TR | $643.9M | 1,115,794 | 0.75% | — |
| LLY | ELI LILLY & CO | $638.0M | 693,861 | 0.74% | — |
| VO | VANGUARD INDEX FDS | $612.8M | 2,133,931 | 0.72% | — |
| WMT | WALMART INC | $610.1M | 4,909,217 | 0.71% | — |
| IEMG | ISHARES INC | $606.0M | 8,698,552 | 0.71% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $601.9M | 1,256,077 | 0.70% | — |
| VTI | VANGUARD INDEX FDS | $594.5M | 1,854,681 | 0.69% | — |
| VB | VANGUARD INDEX FDS | $580.3M | 2,215,685 | 0.68% | — |
| SCHG | SCHWAB STRATEGIC TR | $575.7M | 19,764,193 | 0.67% | — |
| VOO | VANGUARD INDEX FDS | $536.8M | 898,405 | 0.63% | — |
| APO | APOLLO GLOBAL MGMT INC | $517.5M | 4,645,974 | 0.60% | — |
| GLW | CORNING INC | $484.3M | 3,562,752 | 0.57% | — |
| GEV | GE VERNOVA INC | $481.7M | 552,162 | 0.56% | — |
| JNJ | JOHNSON & JOHNSON | $471.3M | 1,928,325 | 0.55% | — |
| EXMOC | EXXON MOBIL CORP | $438.4M | 2,583,593 | 0.51% | — |
| COST | COSTCO WHOLESALE CORPORATION | $435.5M | 437,088 | 0.51% | — |
| PG | PROCTER & GAMBLE CO | $424.7M | 2,940,512 | 0.50% | — |
| IVW | ISHARES TR | $403.3M | 3,565,694 | 0.47% | — |
| AMGN | AMGEN INC | $378.7M | 1,076,357 | 0.44% | — |
| HD | HOME DEPOT INC | $370.7M | 1,127,180 | 0.43% | — |
| IWY | ISHARES TR | $346.9M | 1,393,999 | 0.40% | — |
| CVX | CHEVRON CORPORATION | $344.5M | 1,664,863 | 0.40% | — |
| MRK | MERCK & CO INC | $336.2M | 2,795,221 | 0.39% | — |
| V | VISA INC | $320.2M | 1,059,618 | 0.37% | — |
| MA | MASTERCARD INCORPORATED | $317.2M | 634,854 | 0.37% | — |
| EFA | ISHARES TR | $303.7M | 3,127,682 | 0.35% | — |
| PNC | PNC FINL SVCS GROUP INC | $302.1M | 1,451,983 | 0.35% | — |
| NEE | NEXTERA ENERGY INC | $296.6M | 3,193,065 | 0.35% | — |
| VIG | VANGUARD SPECIALIZED FUNDS | $293.2M | 1,363,406 | 0.34% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $286.9M | 1,962,003 | 0.33% | — |
| ABBV | ABBVIE INC | $286.2M | 1,316,270 | 0.33% | — |
| SCHV | SCHWAB STRATEGIC TR | $279.8M | 9,175,772 | 0.33% | — |
| TJX | TJX COS INC NEW | $266.9M | 1,671,419 | 0.31% | — |
| SCHX | SCHWAB STRATEGIC TR | $266.2M | 10,381,527 | 0.31% | — |
| MCD | MCDONALDS CORP | $260.4M | 837,902 | 0.30% | — |
| NFLX | NETFLIX INC. | $259.9M | 2,703,091 | 0.30% | — |
| NDAQ | NASDAQ INC | $252.3M | 2,971,912 | 0.29% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $251.3M | 350 | 0.29% | — |
| SCHF | SCHWAB STRATEGIC TR | $247.2M | 9,995,681 | 0.29% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $243.7M | 624,406 | 0.28% | — |
| IWF | ISHARES TR | $242.1M | 567,884 | 0.28% | — |
| IEI | ISHARES TR | $241.6M | 2,037,091 | 0.28% | — |
| SYK | STRYKER CORPORATION | $238.8M | 726,690 | 0.28% | — |
| IVE | ISHARES TR | $237.8M | 1,126,708 | 0.28% | — |
| SCHD | SCHWAB STRATEGIC TR | $233.4M | 7,606,319 | 0.27% | — |
| CAT | CATERPILLAR INC | $227.2M | 320,709 | 0.27% | — |
| MUB | ISHARES TR | $223.8M | 2,108,214 | 0.26% | — |
| PSX | PHILLIPS 66 | $222.7M | 1,222,327 | 0.26% | — |
| JCPB | J P MORGAN EXCHANGE TRADED F | $222.6M | 4,727,615 | 0.26% | — |
| LIN | LINDE PLC | $220.4M | 444,481 | 0.26% | — |
| IJR | ISHARES TR | $215.6M | 1,734,841 | 0.25% | — |
| IXUS | ISHARES TR | $213.8M | 2,479,197 | 0.25% | — |
| VTEB | VANGUARD MUN BD FDS | $212.9M | 4,267,150 | 0.25% | — |
| DFUS | DIMENSIONAL ETF TRUST | $212.3M | 2,994,330 | 0.25% | — |
| IWB | ISHARES TR | $207.1M | 580,691 | 0.24% | — |
| SPDW | SPDR INDEX SHS FDS | $204.2M | 4,474,043 | 0.24% | — |
| SCHW | SCHWAB CHARLES CORP | $199.3M | 2,121,331 | 0.23% | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $199.1M | 329,181 | 0.23% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $197.5M | 711,127 | 0.23% | — |
| FAST | FASTENAL CO | $195.1M | 4,204,660 | 0.23% | — |
| LRCX | LAM RESEARCH CORP | $193.9M | 907,874 | 0.23% | — |
| GLD | SPDR GOLD TR | $192.3M | 447,240 | 0.22% | — |
| DGRO | ISHARES TR | $190.8M | 2,718,697 | 0.22% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $190.3M | 563,809 | 0.22% | — |
| SPYM | SPDR SERIES TRUST | $188.4M | 2,462,918 | 0.22% | — |
| VNQ | VANGUARD INDEX FDS | $188.0M | 2,120,019 | 0.22% | — |
| CSCO | CISCO SYS INC | $186.9M | 2,408,984 | 0.22% | — |
| KLAC | KLA CORP | $183.6M | 124,766 | 0.21% | — |
| VV | VANGUARD INDEX FDS | $180.4M | 603,947 | 0.21% | — |
| MU | MICRON TECHNOLOGY INC | $176.4M | 522,169 | 0.21% | — |
| TT | TRANE TECHNOLOGIES PLC | $172.4M | 413,771 | 0.20% | — |
| AMAT | APPLIED MATLS INC | $171.5M | 502,097 | 0.20% | — |
| IWR | ISHARES TR | $170.0M | 1,748,719 | 0.20% | — |
| IWM | ISHARES TR | $167.6M | 675,655 | 0.20% | — |
| DFAI | DIMENSIONAL ETF TRUST | $166.7M | 4,279,724 | 0.19% | — |
| GS | GOLDMAN SACHS GROUP INC | $166.6M | 197,078 | 0.19% | — |
| P | EVERPURE INC | $164.8M | 2,791,500 | 0.19% | — |
| KO | COCA COLA CO | $162.4M | 2,134,839 | 0.19% | — |
| PEP | PEPSICO INC | $160.6M | 1,034,418 | 0.19% | — |
| DFAC | DIMENSIONAL ETF TRUST | $160.0M | 4,117,890 | 0.19% | — |
| T | AT&T INC | $159.7M | 5,509,393 | 0.19% | — |
| BSX | BOSTON SCIENTIFIC CORP | $155.9M | 2,484,960 | 0.18% | — |
| ITOT | ISHARES TR | $155.6M | 1,096,242 | 0.18% | — |
| BND | VANGUARD BD INDEX FDS | $155.6M | 2,113,128 | 0.18% | — |
| BIV | VANGUARD BD INDEX FDS | $154.4M | 2,000,360 | 0.18% | — |
| ORCL | ORACLE CORP | $152.1M | 1,034,224 | 0.18% | — |
| AMD | ADVANCED MICRO DEVICES INC | $152.0M | 747,258 | 0.18% | — |
| GE | GE AEROSPACE | $148.9M | 524,925 | 0.17% | — |
| MS | MORGAN STANLEY | $147.6M | 896,855 | 0.17% | — |
| DUK | DUKE ENERGY CORP NEW | $147.2M | 1,123,879 | 0.17% | — |
| DFAE | DIMENSIONAL ETF TRUST | $144.0M | 4,257,033 | 0.17% | — |
| JAAA | JANUS DETROIT STR TR | $142.0M | 2,819,146 | 0.17% | — |
| PRF | INVESCO EXCHANGE TRADED FD T | $141.8M | 2,984,153 | 0.17% | — |
| WM | WASTE MGMT INC DEL | $140.0M | 609,264 | 0.16% | — |
| XLK | SELECT SECTOR SPDR TR | $138.9M | 1,046,587 | 0.16% | — |
| ETN | EATON CORP PLC | $135.8M | 379,801 | 0.16% | — |
| LDOS | LEIDOS HOLDINGS INC | $135.4M | 870,677 | 0.16% | — |
| MPC | MARATHON PETE CORP | $135.2M | 553,551 | 0.16% | — |
| BLK | BLACKROCK INC | $135.1M | 140,493 | 0.16% | — |
| SPYG | SPDR SERIES TRUST | $133.7M | 1,365,582 | 0.16% | — |
| BAC | BANK AMERICA CORP | $133.6M | 2,741,434 | 0.16% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $133.4M | 550,311 | 0.16% | — |
| CMI | CUMMINS INC | $131.9M | 245,167 | 0.15% | — |
| MINT | PIMCO ETF TR | $131.5M | 1,307,508 | 0.15% | — |
| TXN | TEXAS INSTRS INC | $127.2M | 655,145 | 0.15% | — |
| ANET | ARISTA NETWORKS INC | $127.1M | 1,036,165 | 0.15% | — |
| MCK | MCKESSON CORP | $126.4M | 146,129 | 0.15% | — |
| LOW | LOWES COS INC | $126.4M | 535,034 | 0.15% | — |
| QUAL | ISHARES TR | $125.6M | 654,854 | 0.15% | — |
| SCHB | SCHWAB STRATEGIC TR | $125.2M | 4,996,510 | 0.15% | — |
| IGF | ISHARES TR | $124.6M | 1,860,164 | 0.15% | — |
| IAU | ISHARES GOLD TR | $122.5M | 1,389,406 | 0.14% | — |
| EXPE | EXPEDIA GROUP INC | $122.1M | 528,745 | 0.14% | — |
| SPYV | SPDR SERIES TRUST | $118.5M | 2,094,975 | 0.14% | — |
| QQQM | INVESCO EXCH TRADED FD TR II | $118.2M | 497,553 | 0.14% | — |
| BKNG | BOOKING HOLDINGS INC | $118.2M | 28,089 | 0.14% | — |
| UNH | UNITEDHEALTH GROUP INC | $115.9M | 428,226 | 0.14% | — |
| KMI | KINDER MORGAN INC DEL | $113.8M | 3,395,085 | 0.13% | — |
| VOE | VANGUARD INDEX FDS | $111.2M | 603,456 | 0.13% | — |
| HONGBP | HONEYWELL INTL INC | $108.5M | 479,855 | 0.13% | — |
| BIL | SPDR SERIES TRUST | $108.1M | 1,179,437 | 0.13% | — |
| DASH | DOORDASH INC | $107.2M | 714,157 | 0.13% | — |
| VT | VANGUARD INTL EQUITY INDEX F | $106.7M | 772,787 | 0.12% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $105.8M | 1,744,281 | 0.12% | — |
| CME | CME GROUP INC | $105.7M | 357,919 | 0.12% | — |
| PFF | ISHARES TR | $103.8M | 3,425,136 | 0.12% | — |
| RTX | RTX CORPORATION | $103.4M | 536,221 | 0.12% | — |
| VBR | VANGUARD INDEX FDS | $102.8M | 473,557 | 0.12% | — |
| IWD | ISHARES TR | $102.2M | 478,153 | 0.12% | — |
| ADI | ANALOG DEVICES INC | $102.1M | 321,166 | 0.12% | — |
This table is the 150 largest positions by value, out of 3,545 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 Mariner, LLC (CIK 1373442, accession 0001580642-26-003158). 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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