13F holdings
Perpetual Ltd portfolio
Managed by . 424 reported positions worth $6.5B as of 2026-03-31, filed with the SEC on 2026-04-14. Parsed from the filing itself, not a reseller.
$6.5B
Book value
424
Positions
31%
Top 10 weight
+45
New this quarter
-32
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 14 days old on 2026-04-14, 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 (45)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| TEL | TE CONNECTIVITY PLC | $161.0M | 770,370 | 2.47% |
| BKR | BAKER HUGHES COMPANY | $120.0M | 1,966,391 | 1.84% |
| PB | PROSPERITY BANCSHARES INC | $38.6M | 574,123 | 0.59% |
| GPRE | GREEN PLAINS INC | $32.0M | 1,945,581 | 0.49% |
| JEF | JEFFERIES FINANCIAL GROUP IN | $25.9M | 627,141 | 0.40% |
| ASCENDIS PHARMA A/S | ASCENDIS PHARMA A/S | $23.0M | 100,638 | 0.35% |
| CHT | CHUNGHWA TELECOM CO LTD | $1.7M | 41,158 | 0.03% |
| EQNR | EQUINOR ASA | $1.7M | 39,126 | 0.03% |
| ESS | ESSEX PPTY TR INC | $1.4M | 5,755 | 0.02% |
| TRV | TRAVELERS COMPANIES INC | $1.2M | 4,191 | 0.02% |
| TFC | TRUIST FINL CORP | $752,713 | 16,374 | 0.01% |
| ANF | ABERCROMBIE & FITCH CO | $647,539 | 7,087 | 0.01% |
| TEX | TEREX CORP NEW | $645,727 | 10,926 | 0.01% |
| FIX | COMFORT SYS USA INC | $632,956 | 459 | 0.01% |
| FTI | TECHNIPFMC PLC | $627,493 | 9,077 | 0.01% |
| WDS | WOODSIDE ENERGY GROUP LTD | $610,492 | 25,565 | 0.01% |
| FHN | FIRST HORIZON CORPORATION | $599,840 | 26,355 | 0.01% |
| HCC | WARRIOR MET COAL INC | $592,620 | 6,362 | 0.01% |
| AEIS | ADVANCED ENERGY INDS | $558,934 | 1,732 | 0.01% |
| EXE | EXPAND ENERGY CORPORATION | $472,493 | 4,304 | 0.01% |
| PEB | PEBBLEBROOK HOTEL TR | $454,554 | 35,990 | 0.01% |
| RKLB | ROCKET LAB CORP | $451,595 | 7,032 | 0.01% |
| AMBQ | AMBIQ MICRO INC | $423,051 | 16,649 | 0.01% |
| LSCC | LATTICE SEMICONDUCTOR CORP | $396,549 | 4,275 | 0.01% |
| AZN | ASTRAZENECA PLC | $392,073 | 1,988 | 0.01% |
Closed out (32)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CDW | CDW CORP | $148.1M | 1,087,505 | 0.00% |
| SLM | SLM CORP | $24.9M | 919,429 | 0.00% |
| RBRK | RUBRIK INC. | $24.5M | 320,680 | 0.00% |
| GEO | GEO GROUP INC NEW | $13.6M | 841,405 | 0.00% |
| FUTU | FUTU HLDGS LTD | $9.3M | 56,885 | 0.00% |
| YMM | FULL TRUCK ALLIANCE CO LTD | $9.2M | 853,980 | 0.00% |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $7.1M | 103,127 | 0.00% |
| BMI | BADGER METER INC | $5.8M | 33,289 | 0.00% |
| CHART INDS INC | CHART INDS INC | $1.6M | 7,586 | 0.00% |
| CHTR | CHARTER COMMUNICATIONS INC N | $1.1M | 5,303 | 0.00% |
| CTRE | CARETRUST REIT INC | $589,661 | 16,307 | 0.00% |
| 1RG | REV GROUP INC | $560,182 | 9,212 | 0.00% |
| AZNN | ASTRAZENECA PLC | $515,360 | 5,606 | 0.00% |
| PINS | PINTEREST INC | $497,865 | 19,230 | 0.00% |
| RHP | RYMAN HOSPITALITY PPTYS INC | $484,549 | 5,121 | 0.00% |
| IRT | INDEPENDENCE RLTY TR INC | $451,596 | 25,835 | 0.00% |
| KRC | KILROY RLTY CORP | $402,886 | 10,781 | 0.00% |
| MKC | MCCORMICK & CO INC | $387,546 | 5,690 | 0.00% |
| DVN | DEVON ENERGY CORP NEW | $334,103 | 9,121 | 0.00% |
| BVN | COMPANIA DE MINAS BUENAVENTU | $333,960 | 12,000 | 0.00% |
| BXP | BXP INC | $322,757 | 4,783 | 0.00% |
| TTAN | SERVICETITAN INC | $316,944 | 2,976 | 0.00% |
| AMCR | AMCOR PLC | $283,794 | 34,028 | 0.00% |
| ELPC | COMPANHIA PARANAENSE DE ENER | $276,484 | 29,073 | 0.00% |
| CEPU | CENTRAL PUERTO S A | $271,250 | 15,500 | 0.00% |
Added to (183)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TMO | THERMO FISHER SCIENTIFIC INC | $167.0M | 339,734 | 2.56% | +25% |
| PR | PERMIAN RESOURCES CORP | $86.6M | 4,060,733 | 1.33% | +18% |
| NU | NU HLDGS LTD | $86.4M | 6,014,970 | 1.33% | +116% |
| MRK | MERCK & CO INC | $71.5M | 594,443 | 1.10% | +5% |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $71.1M | 999,383 | 1.09% | +118% |
| CVX | CHEVRON CORPORATION | $71.0M | 343,342 | 1.09% | +18% |
| NWS | NEWS CORP NEW | $70.9M | 2,487,897 | 1.09% | +1194% |
| PNW | PINNACLE WEST CAP CORP | $59.3M | 588,277 | 0.91% | +18% |
| HPE | HEWLETT PACKARD ENTERPRISE C | $58.0M | 2,434,827 | 0.89% | +71% |
| HAL | HALLIBURTON CO | $49.6M | 1,271,676 | 0.76% | +16% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $49.4M | 765,254 | 0.76% | +16% |
| NEM | NEWMONT CORP | $48.8M | 451,150 | 0.75% | +9% |
| EG | EVEREST GROUP LTD | $43.1M | 131,919 | 0.66% | +16% |
| PSA | PUBLIC STORAGE OPER CO | $42.6M | 157,263 | 0.65% | +15% |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.9M | 140,701 | 0.63% | +17% |
Trimmed (160)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| WAL | WESTERN ALLIANCE BANCORP | $229,058 | 3,233 | 0.00% | -99% |
| SPOT | SPOTIFY TECHNOLOGY S A | $556,192 | 1,147 | 0.01% | -99% |
| AVTR | AVANTOR INC | $103,323 | 13,179 | 0.00% | -99% |
| LFUS | LITTELFUSE INC | $431,993 | 1,273 | 0.01% | -99% |
| NTNX | NUTANIX INC | $250,904 | 6,601 | 0.00% | -99% |
| AIG | AMERICAN INTL GROUP INC | $859,130 | 11,417 | 0.01% | -98% |
| DWDPEUR | DUPONT DE NEMOURS INC | $1.0M | 22,542 | 0.02% | -97% |
| JCI | JOHNSON CONTROLS INTERNATION | $708,570 | 5,411 | 0.01% | -97% |
| ZS | ZSCALER INC | $414,697 | 2,956 | 0.01% | -97% |
| PAAS | PAN AMERN SILVER CORP | $360,558 | 6,600 | 0.01% | -96% |
| IBN | ICICI BANK LIMITED | $2.8M | 106,248 | 0.04% | -91% |
| EMBJ | EMBRAER S.A. | $1.2M | 20,065 | 0.02% | -84% |
| RBLX | ROBLOX CORP | $302,313 | 5,345 | 0.00% | -79% |
| EXPE | EXPEDIA GROUP INC | $205,261 | 889 | 0.00% | -76% |
| GXO | GXO LOGISTICS INCORPORATED | $27.4M | 528,651 | 0.42% | -76% |
The book
Largest 150 of 424 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| SRE | SEMPRA | $295.3M | 3,039,155 | 4.53% | — |
| ATO | ATMOS ENERGY CORP | $229.1M | 1,240,469 | 3.51% | — |
| FLUT | FLUTTER ENTMT PLC | $224.6M | 772,361 | 3.44% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $210.9M | 1,341,146 | 3.24% | — |
| PM | PHILIP MORRIS INTL INC | $194.6M | 1,177,113 | 2.98% | — |
| CSX | CSX CORP | $186.2M | 4,535,052 | 2.86% | — |
| MSFT | MICROSOFT CORP | $177.9M | 480,573 | 2.73% | — |
| CRH | CRH PLC | $172.5M | 1,640,756 | 2.65% | — |
| UNP | UNION PAC CORP | $167.4M | 690,045 | 2.57% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $167.0M | 339,734 | 2.56% | — |
| TEL | TE CONNECTIVITY PLC | $161.0M | 770,370 | 2.47% | — |
| CTVA | CORTEVA INC | $154.9M | 1,850,095 | 2.38% | — |
| FCX | FREEPORT MCMORAN INC | $150.3M | 2,556,158 | 2.30% | — |
| TIGO | MILLICOM INTL CELLULAR S A | $131.9M | 1,759,938 | 2.02% | — |
| BKR | BAKER HUGHES COMPANY | $120.0M | 1,966,391 | 1.84% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $112.3M | 332,260 | 1.72% | — |
| ITUB | ITAU UNIBANCO HLDG S A | $111.2M | 13,273,095 | 1.71% | — |
| NVDA | NVIDIA CORPORATION | $103.6M | 594,085 | 1.59% | — |
| EMR | EMERSON ELEC CO | $92.3M | 704,749 | 1.42% | — |
| PR | PERMIAN RESOURCES CORP | $86.6M | 4,060,733 | 1.33% | — |
| NU | NU HLDGS LTD | $86.4M | 6,014,970 | 1.33% | — |
| GOOGL | ALPHABET INC | $82.6M | 287,243 | 1.27% | — |
| B | BARRICK MNG CORP | $76.8M | 1,883,444 | 1.18% | — |
| MRK | MERCK & CO INC | $71.5M | 594,443 | 1.10% | — |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $71.1M | 999,383 | 1.09% | — |
| CVX | CHEVRON CORPORATION | $71.0M | 343,342 | 1.09% | — |
| NWS | NEWS CORP NEW | $70.9M | 2,487,897 | 1.09% | — |
| PBR | PETROLEO BRASILEIRO S A | $68.4M | 3,297,257 | 1.05% | — |
| CX | CEMEX SA EURO MTN BE 144A | $68.3M | 5,971,732 | 1.05% | — |
| PNW | PINNACLE WEST CAP CORP | $59.3M | 588,277 | 0.91% | — |
| HPE | HEWLETT PACKARD ENTERPRISE C | $58.0M | 2,434,827 | 0.89% | — |
| AMZN | AMAZON COM INC | $56.0M | 269,020 | 0.86% | — |
| AVGO | BROADCOM INC | $55.9M | 180,519 | 0.86% | — |
| MELI | MERCADOLIBRE INC | $54.2M | 31,368 | 0.83% | — |
| HAL | HALLIBURTON CO | $49.6M | 1,271,676 | 0.76% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $49.4M | 765,254 | 0.76% | — |
| NEM | NEWMONT CORP | $48.8M | 451,150 | 0.75% | — |
| FERG | FERGUSON ENTERPRISES INC | $48.5M | 207,803 | 0.74% | — |
| EG | EVEREST GROUP LTD | $43.1M | 131,919 | 0.66% | — |
| PSA | PUBLIC STORAGE OPER CO | $42.6M | 157,263 | 0.65% | — |
| APD | AIR PRODUCTS AND CHEMICALS I | $40.9M | 140,701 | 0.63% | — |
| FTV | FORTIVE CORP | $40.5M | 732,359 | 0.62% | — |
| ETR | ENTERGY CORP NEW | $39.6M | 352,286 | 0.61% | — |
| AMT | AMERICAN TOWER CORP | $39.1M | 226,291 | 0.60% | — |
| AXTA | AXALTA COATING SYS LTD | $38.7M | 1,398,737 | 0.59% | — |
| HDB | HDFC BANK LTD | $38.7M | 1,555,206 | 0.59% | — |
| SBS | COMPANHIA DE SANEAMENTO BASI | $38.6M | 1,264,310 | 0.59% | — |
| PB | PROSPERITY BANCSHARES INC | $38.6M | 574,123 | 0.59% | — |
| SE | SEA LTD | $36.1M | 435,710 | 0.55% | — |
| CCL1EUR | CARNIVAL CORP | $35.4M | 1,369,318 | 0.54% | — |
| LPLA | LPL FINL HLDGS INC | $35.4M | 117,574 | 0.54% | — |
| NFLX | NETFLIX INC. | $35.2M | 366,199 | 0.54% | — |
| QCOM | QUALCOMM INC | $35.1M | 272,221 | 0.54% | — |
| PCG | PG&E CORP | $32.6M | 1,855,527 | 0.50% | — |
| GPRE | GREEN PLAINS INC | $32.0M | 1,945,581 | 0.49% | — |
| LLY | ELI LILLY & CO | $30.3M | 32,943 | 0.46% | — |
| PLD | PROLOGIS INC. | $30.2M | 228,305 | 0.46% | — |
| AAPL | APPLE INC | $28.8M | 113,403 | 0.44% | — |
| UBER | UBER TECHNOLOGIES INC | $28.8M | 399,867 | 0.44% | — |
| KDP | KEURIG DR PEPPER INC | $28.4M | 1,077,631 | 0.44% | — |
| TKO | TKO GROUP HOLDINGS INC | $27.7M | 137,567 | 0.43% | — |
| MDU | MDU RES GROUP INC | $27.5M | 1,327,882 | 0.42% | — |
| GXO | GXO LOGISTICS INCORPORATED | $27.4M | 528,651 | 0.42% | — |
| MLI | MUELLER INDS INC | $26.8M | 241,903 | 0.41% | — |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $26.6M | 140,885 | 0.41% | — |
| NXT | NEXTPOWER INC | $26.6M | 220,865 | 0.41% | — |
| SNEX | STONEX GROUP INC | $26.6M | 329,912 | 0.41% | — |
| ENTG | ENTEGRIS INC | $26.5M | 225,693 | 0.41% | — |
| CBOE | CBOE GLOBAL MKTS INC | $26.4M | 93,989 | 0.41% | — |
| JEF | JEFFERIES FINANCIAL GROUP IN | $25.9M | 627,141 | 0.40% | — |
| MAA | MID-AMER APT CMNTYS INC | $25.9M | 211,902 | 0.40% | — |
| GE | GE AEROSPACE | $25.3M | 89,045 | 0.39% | — |
| TECK | TECK RESOURCES LTD | $25.2M | 487,004 | 0.39% | — |
| Q | QNITY ELECTRONICS INC | $25.0M | 217,029 | 0.38% | — |
| MS | MORGAN STANLEY | $24.8M | 150,534 | 0.38% | — |
| GS | GOLDMAN SACHS GROUP INC | $24.2M | 28,640 | 0.37% | — |
| INSM | INSMED INC | $23.3M | 142,580 | 0.36% | — |
| ASCENDIS PHARMA A/S | ASCENDIS PHARMA A/S | $23.0M | 100,638 | 0.35% | — |
| WPM | WHEATON PRECIOUS METALS CORP | $22.9M | 174,803 | 0.35% | — |
| UNH | UNITEDHEALTH GROUP INC | $21.7M | 80,162 | 0.33% | — |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $21.4M | 909,546 | 0.33% | — |
| ARGX | ARGENX SE | $20.7M | 28,359 | 0.32% | — |
| GMAB | GENMAB A/S | $20.4M | 758,503 | 0.31% | — |
| JD | JD.COM INC | $20.1M | 680,186 | 0.31% | — |
| WMG | WARNER MUSIC GROUP CORP | $19.8M | 774,488 | 0.30% | — |
| AWK | AMERICAN WTR WKS CO INC NEW | $18.5M | 135,780 | 0.28% | — |
| WTS | WATTS WATER TECHNOLOGIES INC | $17.7M | 60,825 | 0.27% | — |
| CLH | CLEAN HARBORS INC | $17.4M | 60,786 | 0.27% | — |
| WM | WASTE MGMT INC DEL | $16.7M | 72,760 | 0.26% | — |
| FMX | FOMENTO ECONOMICO MEXICANO S | $16.1M | 144,876 | 0.25% | — |
| HUM | HUMANA INC | $15.9M | 91,819 | 0.24% | — |
| INFY | INFOSYS LTD | $15.7M | 1,165,189 | 0.24% | — |
| RSG | REPUBLIC SVCS INC | $15.5M | 70,785 | 0.24% | — |
| SCI | SERVICE CORP INTL | $15.1M | 183,096 | 0.23% | — |
| CCK | CROWN HLDGS INC | $15.0M | 149,546 | 0.23% | — |
| BBD | BANCO BRADESCO S A | $13.8M | 3,779,566 | 0.21% | — |
| WCN | WASTE CONNECTIONS INC | $13.8M | 84,863 | 0.21% | — |
| XYL | XYLEM INC | $13.4M | 112,257 | 0.21% | — |
| PNR | PENTAIR PLC | $13.0M | 149,250 | 0.20% | — |
| ECL | ECOLAB INC | $13.0M | 48,736 | 0.20% | — |
| STE | STERIS PLC | $12.1M | 54,799 | 0.19% | — |
| MWA | MUELLER WTR PRODS INC | $12.0M | 436,286 | 0.18% | — |
| VLTO | VERALTO CORP | $11.9M | 134,608 | 0.18% | — |
| ARCO | ARCOS DORADOS HLDGS INC | $11.8M | 1,434,814 | 0.18% | — |
| AWR | AMER STATES WTR CO | $11.5M | 152,368 | 0.18% | — |
| TTEK | TETRA TECH INC NEW | $11.2M | 372,005 | 0.17% | — |
| CNM | CORE & MAIN INC | $11.1M | 223,976 | 0.17% | — |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $10.9M | 242,640 | 0.17% | — |
| WMS | ADVANCED DRAIN SYS INC DEL | $10.9M | 79,183 | 0.17% | — |
| AOS | SMITH A O CORP | $10.0M | 152,191 | 0.15% | — |
| META | META PLATFORMS INC | $9.4M | 16,473 | 0.14% | — |
| GOOG | ALPHABET INC | $9.1M | 31,856 | 0.14% | — |
| TME | TENCENT MUSIC ENTMT GROUP | $8.5M | 917,492 | 0.13% | — |
| LKQ | LKQ CORP | $8.5M | 288,546 | 0.13% | — |
| EXMOC | EXXON MOBIL CORP | $8.0M | 46,927 | 0.12% | — |
| FOX | FOX CORP | $7.1M | 132,857 | 0.11% | — |
| AU | ANGLOGOLD ASHANTI PLC | $6.2M | 64,012 | 0.10% | — |
| JNJ | JOHNSON & JOHNSON | $5.8M | 23,565 | 0.09% | — |
| TSLA | TESLA INC | $5.6M | 15,041 | 0.09% | — |
| WMT | WALMART INC | $5.4M | 43,150 | 0.08% | — |
| JPM | JPMORGAN CHASE & CO | $4.7M | 16,097 | 0.07% | — |
| WELL | WELLTOWER INC | $4.4M | 22,416 | 0.07% | — |
| CPRT | COPART INC | $4.4M | 133,350 | 0.07% | — |
| ABBV | ABBVIE INC | $4.3M | 19,869 | 0.07% | — |
| CSCO | CISCO SYS INC | $4.2M | 54,064 | 0.06% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.8M | 62,815 | 0.06% | — |
| PFE | PFIZER INC | $3.8M | 134,802 | 0.06% | — |
| BAC | BANK AMERICA CORP | $3.7M | 76,605 | 0.06% | — |
| MU | MICRON TECHNOLOGY INC | $3.6M | 10,733 | 0.06% | — |
| ORCL | ORACLE CORP | $3.5M | 24,012 | 0.05% | — |
| LRCX | LAM RESEARCH CORP | $3.4M | 15,859 | 0.05% | — |
| BKNG | BOOKING HOLDINGS INC | $3.1M | 737 | 0.05% | — |
| O | REALTY INCOME CORP | $3.0M | 49,822 | 0.05% | — |
| SHEL | SHELL PLC | $3.0M | 32,726 | 0.05% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $3.0M | 12,522 | 0.05% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.0M | 6,331 | 0.05% | — |
| VZ | VERIZON COMMUNICATIONS INC | $2.9M | 57,793 | 0.04% | — |
| FOXA | FOX CORP | $2.9M | 49,665 | 0.04% | — |
| V | VISA INC | $2.9M | 9,549 | 0.04% | — |
| EQIX | EQUINIX INC | $2.9M | 2,916 | 0.04% | — |
| IBN | ICICI BANK LIMITED | $2.8M | 106,248 | 0.04% | — |
| CB | CHUBB LTD SWITZ | $2.7M | 8,288 | 0.04% | — |
| PEP | PEPSICO INC | $2.6M | 17,005 | 0.04% | — |
| AMAT | APPLIED MATLS INC | $2.6M | 7,578 | 0.04% | — |
| GEV | GE VERNOVA INC | $2.6M | 2,955 | 0.04% | — |
| MA | MASTERCARD INCORPORATED | $2.6M | 5,153 | 0.04% | — |
| LIN | LINDE PLC | $2.5M | 5,136 | 0.04% | — |
| T | AT&T INC | $2.5M | 87,774 | 0.04% | — |
| WIT | WIPRO LTD | $2.5M | 1,190,100 | 0.04% | — |
| GILD | GILEAD SCIENCES INC | $2.5M | 18,083 | 0.04% | — |
This table is the 150 largest positions by value, out of 424 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 Perpetual Ltd (CIK 1647273, accession 0001104659-26-042917). 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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