13F holdings
New York Life Investment Management LLC portfolio
Managed by . 781 reported positions worth $11.8B as of 2026-03-31, filed with the SEC on 2026-05-07. Parsed from the filing itself, not a reseller.
$11.8B
Book value
781
Positions
29%
Top 10 weight
+56
New this quarter
-41
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 (56)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| CIEN | CIENA CORP | $7.6M | 19,574 | 0.06% |
| COHR | COHERENT CORP | $6.2M | 26,003 | 0.05% |
| SDA | SEALED AIR CORP NEW | $5.6M | 134,173 | 0.05% |
| K4F | ONESTREAM INC | $5.2M | 215,678 | 0.04% |
| AM6 | AMICUS THERAPEUTIC | $4.4M | 306,400 | 0.04% |
| MASI* | MASIMO CORP | $3.9M | 22,191 | 0.03% |
| SLAB | SILICON LABORATORIES INC | $3.6M | 17,255 | 0.03% |
| DBRG | DIGITALBRIDGE GROUP INC | $3.6M | 232,896 | 0.03% |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS | $3.6M | 1,508,197 | 0.03% |
| STELLAR BANCORP INC | STELLAR BANCORP INC | $3.5M | 95,213 | 0.03% |
| NATL | NCR ATLEOS CORPORATION | $3.2M | 73,571 | 0.03% |
| ACLXGBX | ARCELLX INC | $3.0M | 26,243 | 0.03% |
| SNCY | SUN CTRY AIRLS HLDGS INC | $2.7M | 161,285 | 0.02% |
| T86 | TRI POINTE HOMES INC | $2.6M | 56,680 | 0.02% |
| SEMREUR | SEMRUSH HLDGS INC | $2.6M | 217,676 | 0.02% |
| EMLC | VANECK ETF TRUST | $2.3M | 92,375 | 0.02% |
| VERIS RESIDENTIAL INC | VERIS RESIDENTIAL INC | $2.3M | 120,016 | 0.02% |
| GDOT | GREEN DOT CORP | $2.2M | 197,423 | 0.02% |
| ECHO | ECHOSTAR CORP | $2.2M | 18,771 | 0.02% |
| 8TG | THERMON GROUP HLDGS INC | $2.0M | 39,205 | 0.02% |
| GDEN | GOLDEN ENTMT INC | $1.8M | 69,128 | 0.02% |
| UUP | INVESCO DB US DLR INDEX TR | $1.7M | 60,008 | 0.01% |
| VCR | VANGUARD WORLD FD | $1.7M | 4,614 | 0.01% |
| AEIS | ADVANCED ENERGY INDS | $1.6M | 4,984 | 0.01% |
| ENHABIT INC | ENHABIT INC | $1.4M | 99,734 | 0.01% |
Closed out (41)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| DAY | DAYFORCE INC | $11.3M | 163,851 | 0.00% |
| ANYWHERE REAL ESTATE INC | ANYWHERE REAL ESTATE INC | $10.1M | 709,781 | 0.00% |
| AL | AIR LEASE CORP | $8.5M | 131,587 | 0.00% |
| TGNA | TEGNA INC | $7.2M | 373,253 | 0.00% |
| 75Z | SOHO HOUSE & CO INC | $7.2M | 806,373 | 0.00% |
| EXK | EXACT SCIENCES CORP | $6.6M | 65,142 | 0.00% |
| CMA | COMERICA INC | $6.2M | 71,647 | 0.00% |
| CADE | CADENCE BANK | $4.8M | 111,156 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $4.5M | 62,920 | 0.00% |
| NGDN | NEW GOLD INC CDA | $4.0M | 454,524 | 0.00% |
| 1RG | REV GROUP INC | $3.9M | 64,290 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $3.5M | 15,935 | 0.00% |
| 9HI | HILLENBRAND INC | $3.4M | 107,468 | 0.00% |
| AHQ | AMERICAN WOODMARK CORPORATIO | $2.5M | 45,946 | 0.00% |
| JAMF | JAMF HLDG CORP | $2.2M | 171,006 | 0.00% |
| STAA | STAAR SURGICAL CO | $2.0M | 86,748 | 0.00% |
| BE | BLOOM ENERGY CORP | $1.6M | 18,408 | 0.00% |
| RIVN | RIVIAN AUTOMOTIVE INC | $1.4M | 73,078 | 0.00% |
| LW | LAMB WESTON HLDGS INC | $1.3M | 31,103 | 0.00% |
| MTCH | MATCH GROUP INC NEW | $1.1M | 32,940 | 0.00% |
| 8QR | CONFLUENT INC | $1.0M | 33,093 | 0.00% |
| MOFG | MIDWESTONE FINL GROUP INC NE | $930,006 | 24,156 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $800,764 | 21,034 | 0.00% |
| DENN | DENNYS CORP | $686,719 | 110,405 | 0.00% |
| ZEUS | OLYMPIC STEEL INC | $642,288 | 15,012 | 0.00% |
Added to (597)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $618.8M | 3,548,266 | 5.24% | +5% |
| AAPL | APPLE INC | $573.9M | 2,261,351 | 4.86% | +8% |
| MSFT | MICROSOFT CORP | $415.7M | 1,122,992 | 3.52% | +4% |
| AMZN | AMAZON COM INC | $306.2M | 1,470,010 | 2.59% | +5% |
| IQSM | NEW YORK LIFE INVESTMENTS ET | $271.2M | 7,811,394 | 2.29% | +35% |
| GOOGL | ALPHABET INC | $266.2M | 925,719 | 2.25% | +8% |
| IQSU | NEW YORK LIFE INVESTMENTS ET | $251.8M | 4,916,364 | 2.13% | +33% |
| AVGO | BROADCOM INC | $213.9M | 691,081 | 1.81% | +5% |
| LRND | NEW YORK LIFE INVESTMENTS ET | $201.5M | 5,419,401 | 1.70% | +238% |
| GOOG | ALPHABET INC | $199.8M | 696,524 | 1.69% | +3% |
| META | META PLATFORMS INC | $182.9M | 319,708 | 1.55% | +5% |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $180.8M | 5,131,326 | 1.53% | +6% |
| MGC | VANGUARD WORLD FD | $175.9M | 744,342 | 1.49% | +6% |
| TSLA | TESLA INC | $156.0M | 419,682 | 1.32% | +3% |
| SECR | NEW YORK LIFE INVTS ACTIVE E | $122.6M | 4,779,403 | 1.04% | +2% |
Trimmed (54)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SOXX | ISHARES TR | $4.5M | 13,600 | 0.04% | -54% |
| MOH | MOLINA HEALTHCARE INC | $825,260 | 6,191 | 0.01% | -49% |
| PAYC | PAYCOM SOFTWARE INC | $720,489 | 5,928 | 0.01% | -47% |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.9M | 456,638 | 0.22% | -37% |
| CLH | CLEAN HARBORS INC | $898,325 | 3,133 | 0.01% | -31% |
| RRX | REGAL REXNORD CORPORATION | $415,717 | 2,220 | 0.00% | -27% |
| FLIN | FRANKLIN TEMPLETON ETF TR | $7.4M | 223,501 | 0.06% | -26% |
| VONV | VANGUARD SCOTTSDALE FDS | $15.5M | 164,862 | 0.13% | -24% |
| CLIP | GLOBAL X FDS | $1.0M | 10,039 | 0.01% | -23% |
| PFFD | GLOBAL X FDS | $24.4M | 1,325,577 | 0.21% | -22% |
| SHV | ISHARES TR | $7.4M | 66,874 | 0.06% | -22% |
| MOD | MODINE MFG CO | $719,044 | 3,318 | 0.01% | -22% |
| CWB | SPDR SERIES TRUST | $34.3M | 374,494 | 0.29% | -21% |
| ACWI | ISHARES TR | $443,753 | 3,207 | 0.00% | -20% |
| EMXC | ISHARES INC | $45.1M | 572,968 | 0.38% | -19% |
The book
Largest 150 of 781 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $618.8M | 3,548,266 | 5.24% | — |
| AAPL | APPLE INC | $573.9M | 2,261,351 | 4.86% | — |
| MSFT | MICROSOFT CORP | $415.7M | 1,122,992 | 3.52% | — |
| AMZN | AMAZON COM INC | $306.2M | 1,470,010 | 2.59% | — |
| IQSM | NEW YORK LIFE INVESTMENTS ET | $271.2M | 7,811,394 | 2.29% | — |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $270.3M | 12,885,219 | 2.29% | — |
| GOOGL | ALPHABET INC | $266.2M | 925,719 | 2.25% | — |
| IQSU | NEW YORK LIFE INVESTMENTS ET | $251.8M | 4,916,364 | 2.13% | — |
| AVGO | BROADCOM INC | $213.9M | 691,081 | 1.81% | — |
| LRND | NEW YORK LIFE INVESTMENTS ET | $201.5M | 5,419,401 | 1.70% | — |
| GOOG | ALPHABET INC | $199.8M | 696,524 | 1.69% | — |
| META | META PLATFORMS INC | $182.9M | 319,708 | 1.55% | — |
| IQSI | NEW YORK LIFE INVESTMENTS ET | $180.8M | 5,131,326 | 1.53% | — |
| MGC | VANGUARD WORLD FD | $175.9M | 744,342 | 1.49% | — |
| TSLA | TESLA INC | $156.0M | 419,682 | 1.32% | — |
| FLOT | ISHARES TR | $155.2M | 3,045,792 | 1.31% | — |
| VGSH | VANGUARD SCOTTSDALE FDS | $133.7M | 2,283,713 | 1.13% | — |
| SECR | NEW YORK LIFE INVTS ACTIVE E | $122.6M | 4,779,403 | 1.04% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.6M | 253,832 | 1.03% | — |
| IQHI | NEW YORK LIFE INVTS ACTIVE E | $111.0M | 4,326,415 | 0.94% | — |
| LLY | ELI LILLY & CO | $110.4M | 120,075 | 0.93% | — |
| JPM | JPMORGAN CHASE & CO | $110.2M | 374,636 | 0.93% | — |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $104.6M | 3,116,330 | 0.89% | — |
| IWLG | NEW YORK LIFE INVTS ACTIVE E | $99.8M | 2,090,380 | 0.84% | — |
| EXMOC | EXXON MOBIL CORP | $98.4M | 580,275 | 0.83% | — |
| IEFA | ISHARES TR | $93.3M | 1,030,827 | 0.79% | — |
| JNJ | JOHNSON & JOHNSON | $81.8M | 334,621 | 0.69% | — |
| WMT | WALMART INC | $75.7M | 609,027 | 0.64% | — |
| V | VISA INC | $75.6M | 250,113 | 0.64% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $73.0M | 1,139,233 | 0.62% | — |
| AGG | ISHARES TR | $70.7M | 712,423 | 0.60% | — |
| FLBL | FRANKLIN TEMPLETON ETF TR | $62.0M | 2,697,016 | 0.52% | — |
| COST | COSTCO WHOLESALE CORPORATION | $61.5M | 61,672 | 0.52% | — |
| MA | MASTERCARD INCORPORATED | $60.5M | 120,984 | 0.51% | — |
| MU | MICRON TECHNOLOGY INC | $56.9M | 168,507 | 0.48% | — |
| NFLX | NETFLIX INC. | $56.4M | 586,541 | 0.48% | — |
| CVX | CHEVRON CORPORATION | $53.9M | 260,422 | 0.46% | — |
| ABBV | ABBVIE INC | $53.4M | 245,493 | 0.45% | — |
| SCHA | SCHWAB STRATEGIC TR | $51.5M | 1,771,690 | 0.44% | — |
| VO | VANGUARD INDEX FDS | $50.8M | 176,926 | 0.43% | — |
| PG | PROCTER & GAMBLE CO | $50.0M | 346,425 | 0.42% | — |
| AMD | ADVANCED MICRO DEVICES INC | $49.5M | 243,473 | 0.42% | — |
| IJR | ISHARES TR | $49.1M | 395,312 | 0.42% | — |
| CSCO | CISCO SYS INC | $48.8M | 629,191 | 0.41% | — |
| HD | HOME DEPOT INC | $48.7M | 148,142 | 0.41% | — |
| BAC | BANK AMERICA CORP | $48.0M | 985,302 | 0.41% | — |
| FLRN | SPDR SERIES TRUST | $46.7M | 1,517,027 | 0.40% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $46.4M | 317,329 | 0.39% | — |
| CAT | CATERPILLAR INC | $45.8M | 64,619 | 0.39% | — |
| EMXC | ISHARES INC | $45.1M | 572,968 | 0.38% | — |
| GE | GE AEROSPACE | $44.3M | 156,269 | 0.38% | — |
| AMAT | APPLIED MATLS INC | $43.4M | 127,022 | 0.37% | — |
| LRCX | LAM RESEARCH CORP | $42.8M | 200,246 | 0.36% | — |
| MRK | MERCK & CO INC | $41.5M | 344,750 | 0.35% | — |
| KO | COCA COLA CO | $40.9M | 537,521 | 0.35% | — |
| IWFG | NEW YORK LIFE INVTS ACTIVE E | $39.9M | 859,507 | 0.34% | — |
| PM | PHILIP MORRIS INTL INC | $39.6M | 239,407 | 0.33% | — |
| MTUM | ISHARES TR | $37.2M | 155,163 | 0.32% | — |
| RTX | RTX CORPORATION | $36.0M | 186,379 | 0.30% | — |
| PEP | PEPSICO INC | $35.3M | 227,031 | 0.30% | — |
| GS | GOLDMAN SACHS GROUP INC | $35.2M | 41,661 | 0.30% | — |
| GEV | GE VERNOVA INC | $35.2M | 40,298 | 0.30% | — |
| USHY | ISHARES TR | $35.1M | 952,495 | 0.30% | — |
| ORCL | ORACLE CORP | $34.7M | 236,152 | 0.29% | — |
| CWB | SPDR SERIES TRUST | $34.3M | 374,494 | 0.29% | — |
| WFC | WELLS FARGO & CO | $34.2M | 429,952 | 0.29% | — |
| UNH | UNITEDHEALTH GROUP INC | $34.0M | 125,818 | 0.29% | — |
| MCD | MCDONALDS CORP | $32.9M | 106,010 | 0.28% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.1M | 132,308 | 0.27% | — |
| VZ | VERIZON COMMUNICATIONS INC | $31.5M | 627,666 | 0.27% | — |
| INTC | INTEL CORP | $30.9M | 699,232 | 0.26% | — |
| GVI | ISHARES TR | $30.6M | 286,461 | 0.26% | — |
| T | AT&T INC | $30.2M | 1,040,864 | 0.26% | — |
| ICVT | ISHARES TR | $30.2M | 296,371 | 0.26% | — |
| KLAC | KLA CORP | $28.9M | 19,629 | 0.24% | — |
| NEE | NEXTERA ENERGY INC | $28.8M | 310,135 | 0.24% | — |
| C | CITIGROUP INC | $28.1M | 247,349 | 0.24% | — |
| MS | MORGAN STANLEY | $28.0M | 170,147 | 0.24% | — |
| MNA | NEW YORK LIFE INVESTMENTS ET | $27.9M | 767,320 | 0.24% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.5M | 55,871 | 0.23% | — |
| TJX | TJX COS INC NEW | $26.4M | 165,421 | 0.22% | — |
| AMGN | AMGEN INC | $26.3M | 74,823 | 0.22% | — |
| TXN | TEXAS INSTRS INC | $26.3M | 135,447 | 0.22% | — |
| CRM | SALESFORCE INC | $25.9M | 138,949 | 0.22% | — |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.9M | 456,638 | 0.22% | — |
| GILD | GILEAD SCIENCES INC | $25.8M | 185,175 | 0.22% | — |
| DIS | DISNEY WALT CO | $25.4M | 263,832 | 0.22% | — |
| VTEB | VANGUARD MUN BD FDS | $25.4M | 508,854 | 0.21% | — |
| MMMA | NEW YORK LIFE INVTS ACTIVE E | $24.9M | 995,000 | 0.21% | — |
| IEMG | ISHARES INC | $24.8M | 356,152 | 0.21% | — |
| ABT | ABBOTT LABORATORIES | $24.8M | 241,496 | 0.21% | — |
| MUB | ISHARES TR | $24.8M | 233,401 | 0.21% | — |
| ISRG | INTUITIVE SURGICAL INC | $24.4M | 52,913 | 0.21% | — |
| PFFD | GLOBAL X FDS | $24.4M | 1,325,577 | 0.21% | — |
| IJH | ISHARES TR | $24.4M | 361,100 | 0.21% | — |
| AXP | AMERICAN EXPRESS CO | $24.2M | 79,886 | 0.20% | — |
| SCHW | SCHWAB CHARLES CORP | $23.3M | 248,325 | 0.20% | — |
| VGIT | VANGUARD SCOTTSDALE FDS | $23.2M | 389,278 | 0.20% | — |
| ADI | ANALOG DEVICES INC | $23.2M | 72,773 | 0.20% | — |
| BKLN | INVESCO EXCH TRADED FD TR II | $22.7M | 1,114,085 | 0.19% | — |
| COP | CONOCOPHILLIPS | $22.5M | 170,076 | 0.19% | — |
| DE | DEERE & CO | $22.4M | 39,714 | 0.19% | — |
| PFE | PFIZER INC | $22.2M | 790,320 | 0.19% | — |
| USIG | ISHARES TR | $22.1M | 432,356 | 0.19% | — |
| QCOM | QUALCOMM INC | $21.9M | 170,107 | 0.19% | — |
| BA | BOEING CO | $21.7M | 109,068 | 0.18% | — |
| APH | AMPHENOL CORP | $21.6M | 170,752 | 0.18% | — |
| DBMF | LITMAN GREGORY FDS TR | $20.6M | 682,558 | 0.17% | — |
| WELL | WELLTOWER INC | $20.5M | 103,929 | 0.17% | — |
| UBER | UBER TECHNOLOGIES INC | $20.5M | 285,632 | 0.17% | — |
| PANW | PALO ALTO NETWORKS INC | $20.3M | 126,509 | 0.17% | — |
| UNP | UNION PAC CORP | $20.0M | 82,404 | 0.17% | — |
| HONGBP | HONEYWELL INTL INC | $19.9M | 88,222 | 0.17% | — |
| LOW | LOWES COS INC | $19.7M | 83,502 | 0.17% | — |
| SPGI | S&P GLOBAL INC | $19.3M | 45,449 | 0.16% | — |
| BLK | BLACKROCK INC | $19.3M | 20,063 | 0.16% | — |
| VTV | VANGUARD INDEX FDS | $19.3M | 98,171 | 0.16% | — |
| ANET | ARISTA NETWORKS INC | $19.2M | 156,728 | 0.16% | — |
| INTU | INTUIT | $19.1M | 44,121 | 0.16% | — |
| BKNG | BOOKING HOLDINGS INC | $18.8M | 4,477 | 0.16% | — |
| DBA | INVESCO DB MULTI-SECTOR COMM | $18.8M | 688,702 | 0.16% | — |
| NSC | NORFOLK SOUTHN CORP | $18.4M | 64,199 | 0.16% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $18.4M | 303,035 | 0.16% | — |
| WBD | WARNER BROS DISCOVERY INC | $18.4M | 669,275 | 0.16% | — |
| PLD | PROLOGIS INC. | $18.3M | 138,395 | 0.15% | — |
| VMBS | VANGUARD SCOTTSDALE FDS | $17.9M | 381,666 | 0.15% | — |
| NEM | NEWMONT CORP | $17.6M | 162,708 | 0.15% | — |
| EA* | ELECTRONIC ARTS INC | $17.5M | 86,082 | 0.15% | — |
| NOW | SERVICENOW INC | $17.3M | 165,859 | 0.15% | — |
| PGR | PROGRESSIVE CORP | $17.3M | 87,123 | 0.15% | — |
| LMT | LOCKHEED MARTIN CORP | $17.0M | 28,138 | 0.14% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $17.0M | 38,069 | 0.14% | — |
| COF | CAPITAL ONE FINL CORP | $17.0M | 93,088 | 0.14% | — |
| SYK | STRYKER CORPORATION | $16.8M | 51,223 | 0.14% | — |
| DHR | DANAHER CORP DEL | $16.6M | 87,395 | 0.14% | — |
| APP | APPLOVIN CORP | $16.2M | 40,825 | 0.14% | — |
| GLW | CORNING INC | $15.9M | 117,125 | 0.13% | — |
| ADBE | ADOBE INC | $15.9M | 65,403 | 0.13% | — |
| XLC | SELECT SECTOR SPDR TR | $15.9M | 143,139 | 0.13% | — |
| CME | CME GROUP INC | $15.8M | 53,518 | 0.13% | — |
| MCK | MCKESSON CORP | $15.8M | 18,252 | 0.13% | — |
| PH | PARKER-HANNIFIN CORP | $15.7M | 17,519 | 0.13% | — |
| VONV | VANGUARD SCOTTSDALE FDS | $15.5M | 164,862 | 0.13% | — |
| CMCSA | COMCAST CORP NEW | $15.3M | 533,599 | 0.13% | — |
| SBUX | STARBUCKS CORP | $15.2M | 169,413 | 0.13% | — |
| MO | ALTRIA GROUP INC | $15.1M | 229,321 | 0.13% | — |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $15.0M | 868,553 | 0.13% | — |
| VRT | VERTIV HOLDINGS CO | $15.0M | 59,680 | 0.13% | — |
| SO | SOUTHERN CO | $14.8M | 153,048 | 0.12% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $14.6M | 37,496 | 0.12% | — |
This table is the 150 largest positions by value, out of 781 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 New York Life Investment Management LLC (CIK 1133639, accession 0001133639-26-000002). 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.
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