13F holdings
PEAPACK GLADSTONE FINANCIAL CORP portfolio
Managed by . 651 reported positions worth $7.8B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$7.8B
Book value
651
Positions
23%
Top 10 weight
+35
New this quarter
-31
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 (35)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $14.3M | 72,260 | 0.18% |
| VST | VISTRA CORP | $3.9M | 26,069 | 0.05% |
| EMXC | ISHARES INC | $1.7M | 21,465 | 0.02% |
| WAT | WATERS CORP | $1.7M | 5,618 | 0.02% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $720,000 | 16,000 | 0.01% |
| IGF | ISHARES TR | $653,000 | 9,740 | 0.01% |
| VTEL | VANGUARD MUN BD FDS | $627,000 | 6,115 | 0.01% |
| XEL | XCEL ENERGY INC | $564,000 | 7,097 | 0.01% |
| PICK | ISHARES INC | $484,000 | 8,550 | 0.01% |
| SNDK | SANDISK CORP | $459,000 | 722 | 0.01% |
| AEIS | ADVANCED ENERGY INDS | $426,000 | 1,318 | 0.01% |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $421,000 | 1,897 | 0.01% |
| GOVT | ISHARES TR | $401,000 | 17,506 | 0.01% |
| MGK | VANGUARD WORLD FD | $359,000 | 978 | 0.00% |
| TRP | TC ENERGY CORP | $336,000 | 5,378 | 0.00% |
| BG | BUNGE GLOBAL SA | $323,000 | 2,538 | 0.00% |
| NYF | ISHARES TR | $300,000 | 5,640 | 0.00% |
| KGS | KODIAK GAS SVCS INC | $292,000 | 5,010 | 0.00% |
| HXL | HEXCEL CORP NEW | $282,000 | 3,485 | 0.00% |
| COHR | COHERENT CORP | $270,000 | 1,132 | 0.00% |
| GLDM | WORLD GOLD TR | $256,000 | 2,764 | 0.00% |
| PXI | INVESCO EXCHANGE TRADED FD T | $234,000 | 3,935 | 0.00% |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $230,000 | 3,540 | 0.00% |
| USFD | US FOODS HLDG CORP | $230,000 | 2,496 | 0.00% |
| RGCO | RGC RES INC | $225,000 | 10,190 | 0.00% |
Closed out (31)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $13.1M | 142,674 | 0.00% |
| IGEB | ISHARES TR | $4.0M | 88,075 | 0.00% |
| FIZZ | NATIONAL BEVERAGE CORP | $3.8M | 120,000 | 0.00% |
| CMA | COMERICA INC | $2.2M | 24,793 | 0.00% |
| UMH | UMH PPTYS INC | $1.2M | 74,096 | 0.00% |
| MSTR | STRATEGY INC | $512,000 | 3,370 | 0.00% |
| AMP | AMERIPRISE FINL INC | $439,000 | 896 | 0.00% |
| TSLL | DIREXION SHS ETF TR | $394,000 | 20,610 | 0.00% |
| PAYC | PAYCOM SOFTWARE INC | $393,000 | 2,464 | 0.00% |
| VGIT | VANGUARD SCOTTSDALE FDS | $371,000 | 6,196 | 0.00% |
| WAL | WESTERN ALLIANCE BANCORP | $361,000 | 4,295 | 0.00% |
| JEPI | J P MORGAN EXCHANGE TRADED F | $358,000 | 6,251 | 0.00% |
| BSX | BOSTON SCIENTIFIC CORP | $321,000 | 3,372 | 0.00% |
| MCO | MOODYS CORP | $311,000 | 609 | 0.00% |
| NTES | NETEASE INC | $304,000 | 2,209 | 0.00% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $268,000 | 7,241 | 0.00% |
| EQR | EQUITY RESIDENTIAL | $250,000 | 3,958 | 0.00% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $249,000 | 3,001 | 0.00% |
| TM | TOYOTA MOTOR CORP | $232,000 | 1,084 | 0.00% |
| HDB | HDFC BANK LTD | $222,000 | 6,067 | 0.00% |
| OKTA | OKTA INC | $216,000 | 2,500 | 0.00% |
| BXP | BXP INC | $215,000 | 3,191 | 0.00% |
| IAI | ISHARES TR | $215,000 | 1,200 | 0.00% |
| ESGV | VANGUARD WORLD FD | $210,000 | 1,740 | 0.00% |
| IBDR | ISHARES TR | $206,000 | 8,493 | 0.00% |
Added to (155)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $182.6M | 493,183 | 2.34% | +2% |
| SGOV | ISHARES TR | $123.6M | 1,228,032 | 1.58% | +2% |
| AMZN | AMAZON COM INC | $117.8M | 565,506 | 1.51% | +2% |
| BIV | VANGUARD BD INDEX FDS | $96.7M | 1,253,183 | 1.24% | +2% |
| VWO | VANGUARD INTL EQUITY INDEX F | $89.8M | 1,661,215 | 1.15% | +4% |
| VEA | VANGUARD TAX-MANAGED FDS | $85.6M | 1,335,202 | 1.09% | +2% |
| RSP | INVESCO EXCHANGE TRADED FD T | $75.5M | 393,248 | 0.97% | +3% |
| IJR | ISHARES TR | $67.9M | 546,598 | 0.87% | +1% |
| FBND | FIDELITY MERRIMACK STR TR | $66.6M | 1,459,194 | 0.85% | +30% |
| IVV | ISHARES TR | $50.1M | 76,735 | 0.64% | +3% |
| VNQ | VANGUARD INDEX FDS | $42.4M | 477,833 | 0.54% | +1% |
| AVGO | BROADCOM INC | $40.2M | 130,023 | 0.51% | +5% |
| CMI | CUMMINS INC | $37.8M | 70,283 | 0.48% | +9% |
| IVE | ISHARES TR | $36.8M | 174,314 | 0.47% | +14% |
| SYK | STRYKER CORPORATION | $31.6M | 96,024 | 0.40% | +7% |
Trimmed (274)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | $640,000 | 3,245 | 0.01% | -85% |
| TSCO | TRACTOR SUPPLY CO | $894,000 | 19,722 | 0.01% | -68% |
| DFAS | DIMENSIONAL ETF TRUST | $1.4M | 19,816 | 0.02% | -64% |
| PPLT | ABRDN PLATINUM ETF TRUST | $267,000 | 1,496 | 0.00% | -63% |
| NRT | NORTH EUROPEAN OIL RTY TR | $175,000 | 19,400 | 0.00% | -61% |
| CVNA | CARVANA CO | $224,000 | 711 | 0.00% | -50% |
| CIEN | CIENA CORP | $390,000 | 1,004 | 0.00% | -42% |
| STZ | CONSTELLATION BRANDS INC | $231,000 | 1,540 | 0.00% | -42% |
| SOLV | SOLVENTUM CORP | $364,000 | 5,583 | 0.00% | -41% |
| CCI | CROWN CASTLE INC | $3.3M | 40,444 | 0.04% | -39% |
| IQV | IQVIA HLDGS INC | $233,000 | 1,369 | 0.00% | -39% |
| JMST | J P MORGAN EXCHANGE TRADED F | $461,000 | 9,045 | 0.01% | -37% |
| ZTS | ZOETIS INC | $2.2M | 18,385 | 0.03% | -37% |
| PCG | PG&E CORP | $471,000 | 26,785 | 0.01% | -36% |
| SOLS | SOLSTICE ADVANCED MATLS INC | $859,000 | 11,292 | 0.01% | -36% |
The book
Largest 150 of 651 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AAPL | APPLE INC | $340.0M | 1,339,686 | 4.35% | — |
| GOOGL | ALPHABET INC | $224.1M | 779,245 | 2.87% | — |
| QQQ | INVESCO QQQ TR | $187.5M | 324,781 | 2.40% | — |
| MSFT | MICROSOFT CORP | $182.6M | 493,183 | 2.34% | — |
| VOO | VANGUARD INDEX FDS | $173.1M | 289,629 | 2.21% | — |
| JPM | JPMORGAN CHASE & CO | $165.5M | 562,636 | 2.12% | — |
| SPY | STATE STR SPDR S&P 500 ETF T | $140.6M | 216,205 | 1.80% | — |
| GOOG | ALPHABET INC | $135.5M | 472,263 | 1.73% | — |
| SGOV | ISHARES TR | $123.6M | 1,228,032 | 1.58% | — |
| EXMOC | EXXON MOBIL CORP | $120.8M | 711,800 | 1.54% | — |
| AMZN | AMAZON COM INC | $117.8M | 565,506 | 1.51% | — |
| VB | VANGUARD INDEX FDS | $106.9M | 408,014 | 1.37% | — |
| JNJ | JOHNSON & JOHNSON | $102.3M | 418,660 | 1.31% | — |
| BIV | VANGUARD BD INDEX FDS | $96.7M | 1,253,183 | 1.24% | — |
| VWO | VANGUARD INTL EQUITY INDEX F | $89.8M | 1,661,215 | 1.15% | — |
| VEA | VANGUARD TAX-MANAGED FDS | $85.6M | 1,335,202 | 1.09% | — |
| BSV | VANGUARD BD INDEX FDS | $80.8M | 1,030,165 | 1.03% | — |
| COST | COSTCO WHOLESALE CORPORATION | $79.8M | 80,069 | 1.02% | — |
| AMAT | APPLIED MATLS INC | $78.5M | 229,565 | 1.00% | — |
| RSP | INVESCO EXCHANGE TRADED FD T | $75.5M | 393,248 | 0.97% | — |
| V | VISA INC | $74.3M | 245,709 | 0.95% | — |
| LLY | ELI LILLY & CO | $71.1M | 77,353 | 0.91% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.6M | 147,357 | 0.90% | — |
| VO | VANGUARD INDEX FDS | $70.5M | 245,379 | 0.90% | — |
| CVX | CHEVRON CORPORATION | $70.0M | 338,138 | 0.89% | — |
| TJX | TJX COS INC NEW | $69.4M | 434,715 | 0.89% | — |
| META | META PLATFORMS INC | $68.6M | 119,898 | 0.88% | — |
| IJR | ISHARES TR | $67.9M | 546,598 | 0.87% | — |
| MRK | MERCK & CO INC | $67.9M | 564,709 | 0.87% | — |
| FBND | FIDELITY MERRIMACK STR TR | $66.6M | 1,459,194 | 0.85% | — |
| HD | HOME DEPOT INC | $62.3M | 189,476 | 0.80% | — |
| NVDA | NVIDIA CORPORATION | $60.1M | 344,869 | 0.77% | — |
| BLK | BLACKROCK INC | $59.0M | 61,303 | 0.75% | — |
| UNP | UNION PAC CORP | $58.6M | 241,614 | 0.75% | — |
| NEE | NEXTERA ENERGY INC | $56.5M | 608,650 | 0.72% | — |
| PEP | PEPSICO INC | $54.3M | 349,355 | 0.69% | — |
| FNF | FIDELITY NATL FINL INC | $54.2M | 1,167,889 | 0.69% | — |
| VGT | VANGUARD WORLD FD | $51.6M | 73,957 | 0.66% | — |
| CSCO | CISCO SYS INC | $51.1M | 658,667 | 0.65% | — |
| IVV | ISHARES TR | $50.1M | 76,735 | 0.64% | — |
| RTX | RTX CORPORATION | $50.1M | 259,746 | 0.64% | — |
| CAT | CATERPILLAR INC | $46.2M | 65,268 | 0.59% | — |
| ABBV | ABBVIE INC | $46.1M | 212,011 | 0.59% | — |
| WMT | WALMART INC | $45.6M | 366,886 | 0.58% | — |
| IWM | ISHARES TR | $45.5M | 183,625 | 0.58% | — |
| GD | GENERAL DYNAMICS CORP | $44.3M | 128,938 | 0.57% | — |
| XLY | SELECT SECTOR SPDR TR | $43.3M | 397,430 | 0.55% | — |
| VNQ | VANGUARD INDEX FDS | $42.4M | 477,833 | 0.54% | — |
| VGK | VANGUARD INTL EQUITY INDEX F | $42.1M | 511,276 | 0.54% | — |
| PG | PROCTER & GAMBLE CO | $40.6M | 281,406 | 0.52% | — |
| AVGO | BROADCOM INC | $40.2M | 130,023 | 0.51% | — |
| ORCL | ORACLE CORP | $39.9M | 271,541 | 0.51% | — |
| PNC | PNC FINL SVCS GROUP INC | $39.7M | 190,887 | 0.51% | — |
| ASML | ASML HLDG NV | $38.7M | 29,328 | 0.50% | — |
| CMI | CUMMINS INC | $37.8M | 70,283 | 0.48% | — |
| MCD | MCDONALDS CORP | $37.8M | 121,657 | 0.48% | — |
| IVE | ISHARES TR | $36.8M | 174,314 | 0.47% | — |
| WM | WASTE MGMT INC DEL | $35.8M | 155,834 | 0.46% | — |
| AMGN | AMGEN INC | $34.8M | 98,944 | 0.45% | — |
| XLI | SELECT SECTOR SPDR TR | $34.5M | 213,580 | 0.44% | — |
| MS | MORGAN STANLEY | $34.2M | 207,789 | 0.44% | — |
| LOW | LOWES COS INC | $33.6M | 142,144 | 0.43% | — |
| HONGBP | HONEYWELL INTL INC | $33.0M | 145,936 | 0.42% | — |
| XLK | SELECT SECTOR SPDR TR | $33.0M | 248,077 | 0.42% | — |
| TT | TRANE TECHNOLOGIES PLC | $32.7M | 78,397 | 0.42% | — |
| XLE | SELECT SECTOR SPDR TR | $31.6M | 515,297 | 0.40% | — |
| SYK | STRYKER CORPORATION | $31.6M | 96,024 | 0.40% | — |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $30.8M | 49,887 | 0.39% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $30.2M | 42 | 0.39% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $29.9M | 123,376 | 0.38% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $29.9M | 102,901 | 0.38% | — |
| JPST | J P MORGAN EXCHANGE TRADED F | $29.4M | 580,877 | 0.38% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $29.3M | 144,134 | 0.37% | — |
| QCOM | QUALCOMM INC | $29.3M | 227,208 | 0.37% | — |
| DFIV | DIMENSIONAL ETF TRUST | $29.1M | 552,214 | 0.37% | — |
| XLV | SELECT SECTOR SPDR TR | $28.8M | 196,695 | 0.37% | — |
| DIS | DISNEY WALT CO | $28.7M | 297,685 | 0.37% | — |
| XLRE | SELECT SECTOR SPDR TR | $28.7M | 701,841 | 0.37% | — |
| MUB | ISHARES TR | $28.3M | 266,664 | 0.36% | — |
| BAC | BANK AMERICA CORP | $28.0M | 573,823 | 0.36% | — |
| IEFA | ISHARES TR | $27.9M | 308,407 | 0.36% | — |
| CB | CHUBB LTD SWITZ | $27.6M | 84,734 | 0.35% | — |
| XLF | SELECT SECTOR SPDR TR | $27.4M | 555,269 | 0.35% | — |
| TEL | TE CONNECTIVITY PLC | $27.3M | 130,383 | 0.35% | — |
| VHT | VANGUARD WORLD FD | $27.2M | 99,933 | 0.35% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $26.7M | 439,535 | 0.34% | — |
| IEMG | ISHARES INC | $25.8M | 369,821 | 0.33% | — |
| BKNG | BOOKING HOLDINGS INC | $25.7M | 6,107 | 0.33% | — |
| PFE | PFIZER INC | $24.9M | 885,452 | 0.32% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $24.5M | 49,748 | 0.31% | — |
| DFEM | DIMENSIONAL ETF TRUST | $24.4M | 706,356 | 0.31% | — |
| LH | LABCORP HOLDINGS INC | $23.7M | 88,873 | 0.30% | — |
| PKG | PACKAGING CORP AMER | $23.2M | 109,239 | 0.30% | — |
| VZ | VERIZON COMMUNICATIONS INC | $22.7M | 451,828 | 0.29% | — |
| BE | BLOOM ENERGY CORP | $22.1M | 163,349 | 0.28% | — |
| VIGI | VANGUARD WHITEHALL FDS | $21.5M | 243,367 | 0.28% | — |
| XLC | SELECT SECTOR SPDR TR | $21.4M | 192,723 | 0.27% | — |
| NEAR | ISHARES U S ETF TR | $21.2M | 417,124 | 0.27% | — |
| SCHF | SCHWAB STRATEGIC TR | $20.9M | 844,500 | 0.27% | — |
| AXP | AMERICAN EXPRESS CO | $19.7M | 65,068 | 0.25% | — |
| ADI | ANALOG DEVICES INC | $19.6M | 61,586 | 0.25% | — |
| MLM | MARTIN MARIETTA MATLS INC | $19.2M | 32,688 | 0.25% | — |
| SHY | ISHARES TR | $19.0M | 230,419 | 0.24% | — |
| SCHW | SCHWAB CHARLES CORP | $18.6M | 197,424 | 0.24% | — |
| INTU | INTUIT | $18.2M | 42,197 | 0.23% | — |
| KO | COCA COLA CO | $18.1M | 237,474 | 0.23% | — |
| EW | EDWARDS LIFESCIENCES CORP | $18.0M | 225,165 | 0.23% | — |
| PGC | PEAPACK-GLADSTONE FINL CORP | $17.4M | 494,255 | 0.22% | — |
| ROK | ROCKWELL AUTOMATION INC | $17.3M | 48,258 | 0.22% | — |
| FDX | FEDEX CORP | $17.2M | 48,391 | 0.22% | — |
| MMM | 3M CO | $17.2M | 118,105 | 0.22% | — |
| SYY | SYSCO CORP | $17.1M | 239,662 | 0.22% | — |
| VOE | VANGUARD INDEX FDS | $17.1M | 92,529 | 0.22% | — |
| FTNT | FORTINET INC | $16.4M | 200,532 | 0.21% | — |
| NUE | NUCOR CORP | $16.4M | 96,881 | 0.21% | — |
| CHKP | CHECK POINT SOFTWARE TECH LT | $16.3M | 114,089 | 0.21% | — |
| VBK | VANGUARD INDEX FDS | $15.6M | 51,625 | 0.20% | — |
| SUB | ISHARES TR | $15.5M | 145,078 | 0.20% | — |
| XLP | SELECT SECTOR SPDR TR | $15.4M | 188,287 | 0.20% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $15.3M | 44,343 | 0.20% | — |
| GPC | GENUINE PARTS CO | $15.2M | 143,853 | 0.19% | — |
| AVY | AVERY DENNISON CORP | $15.1M | 87,391 | 0.19% | — |
| UNH | UNITEDHEALTH GROUP INC | $15.0M | 55,552 | 0.19% | — |
| VBR | VANGUARD INDEX FDS | $14.8M | 68,237 | 0.19% | — |
| TFC | TRUIST FINL CORP | $14.8M | 321,225 | 0.19% | — |
| PM | PHILIP MORRIS INTL INC | $14.5M | 87,951 | 0.19% | — |
| NFLX | NETFLIX INC. | $14.5M | 150,926 | 0.19% | — |
| VYM | VANGUARD WHITEHALL FDS | $14.5M | 97,674 | 0.19% | — |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $14.3M | 176,356 | 0.18% | — |
| AZN | ASTRAZENECA PLC | $14.3M | 72,260 | 0.18% | — |
| SCHX | SCHWAB STRATEGIC TR | $14.2M | 552,012 | 0.18% | — |
| ECL | ECOLAB INC | $14.0M | 52,461 | 0.18% | — |
| GLD | SPDR GOLD TR | $13.5M | 31,343 | 0.17% | — |
| SMLF | ISHARES TR | $13.5M | 178,607 | 0.17% | — |
| FNDX | SCHWAB STRATEGIC TR | $13.4M | 481,843 | 0.17% | — |
| IVW | ISHARES TR | $13.2M | 116,736 | 0.17% | — |
| EMR | EMERSON ELEC CO | $13.0M | 99,536 | 0.17% | — |
| BND | VANGUARD BD INDEX FDS | $13.0M | 176,599 | 0.17% | — |
| AMD | ADVANCED MICRO DEVICES INC | $13.0M | 63,687 | 0.17% | — |
| BKR | BAKER HUGHES COMPANY | $12.8M | 209,782 | 0.16% | — |
| ABT | ABBOTT LABORATORIES | $12.6M | 122,717 | 0.16% | — |
| GS | GOLDMAN SACHS GROUP INC | $12.5M | 14,791 | 0.16% | — |
| USB | US BANCORP | $12.3M | 236,578 | 0.16% | — |
| BLV | VANGUARD BD INDEX FDS | $12.3M | 178,704 | 0.16% | — |
| GE | GE AEROSPACE | $12.2M | 42,922 | 0.16% | — |
| PYPL | PAYPAL HLDGS INC | $12.0M | 265,323 | 0.15% | — |
| SPGI | S&P GLOBAL INC | $11.9M | 27,976 | 0.15% | — |
| CPAY | CORPAY INC | $11.6M | 39,834 | 0.15% | — |
| IWF | ISHARES TR | $11.3M | 26,577 | 0.14% | — |
| IMTM | ISHARES TR | $11.3M | 234,928 | 0.14% | — |
This table is the 150 largest positions by value, out of 651 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 PEAPACK GLADSTONE FINANCIAL CORP (CIK 1050743, accession 0001050743-26-000007). Every other 13F site is reading the same file.
One quirk worth naming: this manager still reports position values in thousands, although Form 13F has required whole dollars since 2023. We detect that by comparing this filing’s implied price per share against what every other manager holding the same securities reported for them this quarter — and multiply by 1,000. Figures on this page are therefore 1,000x the numbers you will read in the document itself.
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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