13F holdings
PRINCIPAL FINANCIAL GROUP INC portfolio
Managed by . 2,177 reported positions worth $187.2B as of 2026-03-31, filed with the SEC on 2026-05-04. Parsed from the filing itself, not a reseller.
$187.2B
Book value
2,177
Positions
20%
Top 10 weight
+134
New this quarter
-137
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 34 days old on 2026-05-04, 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 (134)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | $427.0M | 6,610,971 | 0.23% |
| AZN | ASTRAZENECA PLC | $96.0M | 487,032 | 0.05% |
| VWOB | VANGUARD WHITEHALL FDS | $70.3M | 1,070,110 | 0.04% |
| TBBB | BBB FOODS INC | $66.0M | 1,865,059 | 0.04% |
| TPC | TUTOR PERINI CORP | $59.8M | 774,115 | 0.03% |
| FPS | FORGENT POWER SOLUTIONS INC | $52.8M | 1,804,824 | 0.03% |
| JAN | JANUS LIVING INC | $36.4M | 1,543,920 | 0.02% |
| PNFP | PINNACLE FINL PARTNERS INC | $28.9M | 335,911 | 0.02% |
| ARIS | ARIS MINING CORPORATION | $27.8M | 1,503,900 | 0.01% |
| VSNT | VERSANT MEDIA GROUP INC | $26.3M | 711,273 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $25.3M | 330,719 | 0.01% |
| AMCR | AMCOR PLC | $24.7M | 622,490 | 0.01% |
| FLJP | FRANKLIN TEMPLETON ETF TR | $23.9M | 661,624 | 0.01% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $23.4M | 767,378 | 0.01% |
| ALMS | ALUMIS INC | $23.3M | 1,058,051 | 0.01% |
| APLSUSD | APELLIS PHARMACEUTICALS INC | $20.1M | 499,053 | 0.01% |
| SPHR | SPHERE ENTERTAINMENT CO | $15.2M | 129,439 | 0.01% |
| BROS | DUTCH BROS INC | $14.5M | 285,371 | 0.01% |
| RNG | RINGCENTRAL INC | $13.7M | 368,877 | 0.01% |
| SARO | STANDARDAERO INC | $11.0M | 424,161 | 0.01% |
| IYM | ISHARES TR | $10.1M | 57,480 | 0.01% |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $8.1M | 239,324 | 0.00% |
| CRCL | CIRCLE INTERNET GROUP INC | $7.8M | 81,801 | 0.00% |
| SSRM | SSR MINING IN | $7.2M | 244,436 | 0.00% |
| WINA | WINMARK CORP | $6.1M | 14,371 | 0.00% |
Closed out (137)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $103.4M | 1,125,252 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $69.2M | 725,225 | 0.00% |
| GLOB | GLOBANT S A | $53.3M | 815,703 | 0.00% |
| CADE | CADENCE BANK | $30.0M | 701,052 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $27.0M | 79,606 | 0.00% |
| VERX | VERTEX INC | $26.7M | 1,335,122 | 0.00% |
| EXK | EXACT SCIENCES CORP | $26.5M | 260,938 | 0.00% |
| SPHY | SPDR SERIES TRUST | $25.8M | 1,088,550 | 0.00% |
| AMCR | AMCOR PLC | $24.9M | 2,989,194 | 0.00% |
| INDV | INDIVIOR PLC | $24.9M | 693,287 | 0.00% |
| CMA | COMERICA INC | $23.9M | 274,692 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $20.5M | 538,148 | 0.00% |
| TGNA | TEGNA INC | $17.7M | 911,630 | 0.00% |
| SCHP | SCHWAB STRATEGIC TR | $13.1M | 496,317 | 0.00% |
| DAVE | DAVE INC | $12.4M | 55,785 | 0.00% |
| DAY | DAYFORCE INC | $12.2M | 176,348 | 0.00% |
| LEU | CENTRUS ENERGY CORP | $11.3M | 46,380 | 0.00% |
| 9HI | HILLENBRAND INC | $10.7M | 335,959 | 0.00% |
| ELME | ELME COMMUNITIES | $9.0M | 519,115 | 0.00% |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $7.3M | 477,357 | 0.00% |
| ALEX | ALEXANDER & BALDWIN INC NEW | $7.2M | 346,791 | 0.00% |
| FLYW | FLYWIRE CORPORATION | $7.1M | 504,771 | 0.00% |
| ARRY | ARRAY TECHNOLOGIES INC | $6.9M | 746,374 | 0.00% |
| FG | F&G ANNUITIES & LIFE INC | $6.8M | 221,125 | 0.00% |
| HAPN | LENDINGCLUB CORP | $6.3M | 333,424 | 0.00% |
Added to (1256)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6.9B | 39,597,813 | 3.69% | +3% |
| MSFT | MICROSOFT CORP | $5.6B | 15,016,976 | 2.97% | +1% |
| AAPL | APPLE INC | $5.4B | 21,342,814 | 2.89% | +2% |
| AVGO | BROADCOM INC | $2.7B | 8,720,488 | 1.44% | +4% |
| META | META PLATFORMS INC | $2.4B | 4,151,465 | 1.27% | +9% |
| GOOG | ALPHABET INC | $2.1B | 7,181,946 | 1.10% | +11% |
| EQIX | EQUINIX INC | $1.9B | 1,980,497 | 1.04% | +1% |
| KKR | KKR & CO INC | $1.8B | 19,507,741 | 0.96% | +7% |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.7B | 11,095,305 | 0.90% | +3% |
| IVV | ISHARES TR | $1.6B | 2,453,100 | 0.86% | +37% |
| V | VISA INC | $1.5B | 4,848,317 | 0.78% | +5% |
| CBRE | CBRE GROUP INC | $1.3B | 9,870,413 | 0.71% | +3% |
| MA | MASTERCARD INCORPORATED | $1.2B | 2,437,439 | 0.65% | +2% |
| TECK | TECK RESOURCES LTD | $1.1B | 22,044,284 | 0.61% | +17% |
| YUMC | YUM CHINA HLDGS INC | $1.1B | 22,606,740 | 0.59% | +3% |
Trimmed (576)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CWAN | CLEARWATER ANALYTICS HLDGS I | $477,801 | 20,203 | 0.00% | -99% |
| MARQETA INC | MARQETA INC | $83,558 | 20,480 | 0.00% | -98% |
| RELY | REMITLY GLOBAL INC | $193,995 | 12,380 | 0.00% | -98% |
| AGI | ALAMOS GOLD INC | $1.1M | 23,700 | 0.00% | -97% |
| AKBA | AKEBIA THREAPEUTICS INC | $16,663 | 11,988 | 0.00% | -96% |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $53,015 | 30,122 | 0.00% | -96% |
| ESTC | ELASTIC N V | $209,758 | 4,196 | 0.00% | -95% |
| ROAD | CONSTRUCTION PARTNERS INC | $383,364 | 3,450 | 0.00% | -94% |
| DPZ | DOMINOS PIZZA INC | $37.2M | 103,633 | 0.02% | -94% |
| IYR | ISHARES TR | $577,667 | 6,109 | 0.00% | -94% |
| IBN | ICICI BANK LIMITED | $5.0M | 194,265 | 0.00% | -89% |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $67,675 | 11,186 | 0.00% | -87% |
| GPGI | GPGI INC | $210,348 | 12,301 | 0.00% | -87% |
| RY | ROYAL BK CDA | $902,388 | 5,600 | 0.00% | -84% |
| PGX | INVESCO EXCH TRADED FD TR II | $1.0M | 94,347 | 0.00% | -83% |
The book
Largest 150 of 2,177 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $6.9B | 39,597,813 | 3.69% | — |
| MSFT | MICROSOFT CORP | $5.6B | 15,016,976 | 2.97% | — |
| AAPL | APPLE INC | $5.4B | 21,342,814 | 2.89% | — |
| AMZN | AMAZON COM INC | $4.0B | 19,149,017 | 2.13% | — |
| GOOGL | ALPHABET INC | $3.2B | 11,110,625 | 1.71% | — |
| AVGO | BROADCOM INC | $2.7B | 8,720,488 | 1.44% | — |
| BN | BROOKFIELD CORP | $2.6B | 63,823,308 | 1.38% | — |
| META | META PLATFORMS INC | $2.4B | 4,151,465 | 1.27% | — |
| TDG | TRANSDIGM GROUP INC | $2.3B | 2,013,784 | 1.25% | — |
| GOOG | ALPHABET INC | $2.1B | 7,181,946 | 1.10% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.0B | 6,603,112 | 1.07% | — |
| EQIX | EQUINIX INC | $1.9B | 1,980,497 | 1.04% | — |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $1.9B | 30,153,564 | 1.04% | — |
| WELL | WELLTOWER INC | $1.9B | 9,606,655 | 1.01% | — |
| HEI/A | HEICO CORP NEW | $1.9B | 8,867,257 | 1.00% | — |
| VMC | VULCAN MATLS CO | $1.8B | 6,642,386 | 0.97% | — |
| KKR | KKR & CO INC | $1.8B | 19,507,741 | 0.96% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $1.7B | 11,095,305 | 0.90% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $1.7B | 18,066,239 | 0.89% | — |
| IVV | ISHARES TR | $1.6B | 2,453,100 | 0.86% | — |
| V | VISA INC | $1.5B | 4,848,317 | 0.78% | — |
| JPM | JPMORGAN CHASE & CO | $1.5B | 4,961,596 | 0.78% | — |
| TSLA | TESLA INC | $1.4B | 3,803,408 | 0.76% | — |
| PLD | PROLOGIS INC. | $1.4B | 10,506,229 | 0.74% | — |
| CBRE | CBRE GROUP INC | $1.3B | 9,870,413 | 0.71% | — |
| VTR | VENTAS INC | $1.3B | 15,335,080 | 0.67% | — |
| MLM | MARTIN MARIETTA MATLS INC | $1.2B | 2,093,942 | 0.66% | — |
| MA | MASTERCARD INCORPORATED | $1.2B | 2,437,439 | 0.65% | — |
| SU | SUNCOR ENERGY INC NEW | $1.2B | 17,681,187 | 0.62% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1B | 2,390,043 | 0.61% | — |
| TECK | TECK RESOURCES LTD | $1.1B | 22,044,284 | 0.61% | — |
| COST | COSTCO WHOLESALE CORPORATION | $1.1B | 1,140,620 | 0.61% | — |
| LLY | ELI LILLY & CO | $1.1B | 1,226,699 | 0.60% | — |
| YUMC | YUM CHINA HLDGS INC | $1.1B | 22,606,740 | 0.59% | — |
| NFLX | NETFLIX INC. | $1.1B | 11,369,400 | 0.58% | — |
| PIEQ | PRINCIPAL EXCHANGE TRADED FD | $1.1B | 31,588,206 | 0.56% | — |
| CPRT | COPART INC | $1.1B | 31,637,307 | 0.56% | — |
| EXMOC | EXXON MOBIL CORP | $1.0B | 6,099,948 | 0.55% | — |
| AMT | AMERICAN TOWER CORP | $1.0B | 5,914,591 | 0.55% | — |
| BRO | BROWN & BROWN INC | $1.0B | 15,608,720 | 0.54% | — |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $974.5M | 26,979,188 | 0.52% | — |
| EXR | EXTRA SPACE STORAGE INC | $843.2M | 6,430,326 | 0.45% | — |
| JNJ | JOHNSON & JOHNSON | $824.2M | 3,371,601 | 0.44% | — |
| LPLA | LPL FINL HLDGS INC | $793.2M | 2,636,544 | 0.42% | — |
| MKL | MARKEL GROUP INC | $769.3M | 401,876 | 0.41% | — |
| FWONK | LIBERTY MEDIA CORP DEL | $759.6M | 8,934,358 | 0.41% | — |
| REG | REGENCY CTRS CORP | $757.0M | 10,004,796 | 0.40% | — |
| WMT | WALMART INC | $736.8M | 5,928,783 | 0.39% | — |
| VEEV | VEEVA SYS INC | $727.5M | 4,141,545 | 0.39% | — |
| MSCI | MSCI INC | $726.1M | 1,347,039 | 0.39% | — |
| AVB | AVALONBAY CMNTYS INC | $725.5M | 4,441,599 | 0.39% | — |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $719.1M | 12,549,404 | 0.38% | — |
| CSGP | COSTAR GROUP INC | $713.9M | 17,696,192 | 0.38% | — |
| BAC | BANK AMERICA CORP | $702.6M | 14,412,163 | 0.38% | — |
| AJG | GALLAGHER ARTHUR J & CO | $702.2M | 3,242,088 | 0.38% | — |
| ENTG | ENTEGRIS INC | $690.0M | 5,885,239 | 0.37% | — |
| PG | PROCTER & GAMBLE CO | $685.6M | 4,746,404 | 0.37% | — |
| H | HYATT HOTELS CORP | $678.9M | 4,721,425 | 0.36% | — |
| DLR | DIGITAL RLTY TR INC | $667.7M | 3,704,993 | 0.36% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $664.6M | 1,966,598 | 0.35% | — |
| CVX | CHEVRON CORPORATION | $659.1M | 3,185,457 | 0.35% | — |
| ABBV | ABBVIE INC | $615.9M | 2,831,636 | 0.33% | — |
| TYL | TYLER TECHNOLOGIES INC | $597.7M | 1,745,625 | 0.32% | — |
| KO | COCA COLA CO | $589.4M | 7,750,655 | 0.31% | — |
| MRK | MERCK & CO INC | $566.6M | 4,709,942 | 0.30% | — |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $566.1M | 12,735,547 | 0.30% | — |
| GE | GE AEROSPACE | $554.0M | 1,952,283 | 0.30% | — |
| DHR | DANAHER CORP DEL | $546.2M | 2,880,858 | 0.29% | — |
| MU | MICRON TECHNOLOGY INC | $531.4M | 1,572,997 | 0.28% | — |
| AMH | AMERICAN HOMES 4 RENT | $528.7M | 18,937,398 | 0.28% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $524.9M | 1,888,874 | 0.28% | — |
| NICE | NICE LTD | $504.9M | 4,578,940 | 0.27% | — |
| MS | MORGAN STANLEY | $497.3M | 3,021,966 | 0.27% | — |
| IDXX | IDEXX LABS INC | $495.2M | 881,189 | 0.26% | — |
| SPG | SIMON PPTY GROUP INC NEW | $484.1M | 2,595,216 | 0.26% | — |
| SBRA | SABRA HEALTH CARE REIT INC | $481.8M | 25,052,121 | 0.26% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $479.9M | 989,667 | 0.26% | — |
| CAT | CATERPILLAR INC | $472.1M | 666,306 | 0.25% | — |
| MCO | MOODYS CORP | $472.0M | 1,081,807 | 0.25% | — |
| IRM | IRON MTN INC DEL | $466.4M | 4,566,093 | 0.25% | — |
| LIN | LINDE PLC | $452.2M | 912,087 | 0.24% | — |
| FICO | FAIR ISAAC CORP | $451.4M | 422,822 | 0.24% | — |
| HDB | HDFC BANK LTD | $447.3M | 17,977,844 | 0.24% | — |
| HD | HOME DEPOT INC | $440.6M | 1,339,800 | 0.24% | — |
| ARES | ARES MANAGEMENT CORPORATION | $437.4M | 4,009,291 | 0.23% | — |
| EGP | EASTGROUP PPTYS INC | $431.0M | 2,328,714 | 0.23% | — |
| NEE | NEXTERA ENERGY INC | $428.2M | 4,609,761 | 0.23% | — |
| CB | CHUBB LTD SWITZ | $428.0M | 1,313,022 | 0.23% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $427.0M | 6,610,971 | 0.23% | — |
| PH | PARKER-HANNIFIN CORP | $426.1M | 475,915 | 0.23% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $418.0M | 2,857,609 | 0.22% | — |
| TMUS | T-MOBILE US INC | $414.0M | 1,971,069 | 0.22% | — |
| ROP | ROPER TECHNOLOGIES INC | $409.0M | 1,155,870 | 0.22% | — |
| FAST | FASTENAL CO | $405.8M | 8,746,516 | 0.22% | — |
| ESS | ESSEX PPTY TR INC | $403.7M | 1,668,036 | 0.22% | — |
| ELS | EQUITY LIFESTYLE PROPERTIES | $401.7M | 6,435,365 | 0.21% | — |
| LRCX | LAM RESEARCH CORP | $393.1M | 1,839,740 | 0.21% | — |
| TT | TRANE TECHNOLOGIES PLC | $393.0M | 943,056 | 0.21% | — |
| DE | DEERE & CO | $390.0M | 692,370 | 0.21% | — |
| NVR | NVR INC | $383.8M | 58,245 | 0.20% | — |
| AME | AMETEK INC | $381.2M | 1,778,484 | 0.20% | — |
| CSCO | CISCO SYS INC | $379.8M | 4,894,663 | 0.20% | — |
| AMD | ADVANCED MICRO DEVICES INC | $378.5M | 1,860,748 | 0.20% | — |
| REXR | REXFORD INDL RLTY INC | $375.4M | 11,470,763 | 0.20% | — |
| MPC | MARATHON PETE CORP | $371.0M | 1,519,520 | 0.20% | — |
| UNH | UNITEDHEALTH GROUP INC | $367.8M | 1,359,317 | 0.20% | — |
| ICLR | ICON PLC | $366.5M | 3,311,771 | 0.20% | — |
| APH | AMPHENOL CORP | $366.0M | 2,896,337 | 0.20% | — |
| ABT | ABBOTT LABORATORIES | $359.3M | 3,499,503 | 0.19% | — |
| ROST | ROSS STORES INC | $353.4M | 1,631,393 | 0.19% | — |
| AHR | AMERICAN HEALTHCARE REIT INC | $350.1M | 7,423,206 | 0.19% | — |
| FND | FLOOR & DECOR HLDGS INC | $347.4M | 6,837,639 | 0.19% | — |
| GLPI | GAMING & LEISURE P | $344.8M | 7,771,951 | 0.18% | — |
| TJX | TJX COS INC NEW | $343.6M | 2,151,733 | 0.18% | — |
| CMI | CUMMINS INC | $342.8M | 637,233 | 0.18% | — |
| ADC | AGREE RLTY CORP | $341.2M | 4,526,088 | 0.18% | — |
| INVH | INVITATION HOMES INC | $340.2M | 13,690,400 | 0.18% | — |
| GEV | GE VERNOVA INC | $340.1M | 389,674 | 0.18% | — |
| BLK | BLACKROCK INC | $340.1M | 353,663 | 0.18% | — |
| RTX | RTX CORPORATION | $336.5M | 1,744,607 | 0.18% | — |
| AMAT | APPLIED MATLS INC | $334.8M | 979,609 | 0.18% | — |
| PCAR | PACCAR INC | $334.4M | 2,895,490 | 0.18% | — |
| ORCL | ORACLE CORP | $317.6M | 2,158,816 | 0.17% | — |
| ACGL | ARCH CAP GROUP LTD | $314.3M | 3,274,219 | 0.17% | — |
| PNC | PNC FINL SVCS GROUP INC | $309.0M | 1,485,093 | 0.17% | — |
| DOC | HEALTHPEAK PROPERTIES INC | $308.3M | 18,765,643 | 0.16% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $307.1M | 624,721 | 0.16% | — |
| PRM | PERIMETER SOLUTIONS INC | $305.6M | 12,513,159 | 0.16% | — |
| WAT | WATERS CORP | $303.6M | 1,019,289 | 0.16% | — |
| LEN | LENNAR CORP | $303.2M | 3,491,914 | 0.16% | — |
| CCI | CROWN CASTLE INC | $302.2M | 3,716,075 | 0.16% | — |
| VRSK | VERISK ANALYTICS INC | $297.4M | 1,567,509 | 0.16% | — |
| DHI | D R HORTON INC | $295.8M | 2,155,581 | 0.16% | — |
| GS | GOLDMAN SACHS GROUP INC | $293.3M | 346,674 | 0.16% | — |
| PM | PHILIP MORRIS INTL INC | $289.3M | 1,749,744 | 0.15% | — |
| KLAC | KLA CORP | $289.3M | 196,458 | 0.15% | — |
| BEP | BROOKFIELD RENEWABLE ENERGY | $286.2M | 8,769,824 | 0.15% | — |
| CUZ | COUSINS PPTYS INC | $286.2M | 12,681,990 | 0.15% | — |
| ISRG | INTUITIVE SURGICAL INC | $283.9M | 615,749 | 0.15% | — |
| HCA | HCA HEALTHCARE INC | $282.7M | 597,377 | 0.15% | — |
| CRH | CRH PLC | $279.9M | 2,662,527 | 0.15% | — |
| CTVA | CORTEVA INC | $279.8M | 3,342,189 | 0.15% | — |
| MTD | METTLER TOLEDO INTERNATIONAL | $278.1M | 220,517 | 0.15% | — |
| WFC | WELLS FARGO & CO | $275.5M | 3,460,712 | 0.15% | — |
| C | CITIGROUP INC | $270.5M | 2,385,387 | 0.14% | — |
| PEP | PEPSICO INC | $268.5M | 1,728,927 | 0.14% | — |
| SCHW | SCHWAB CHARLES CORP | $268.0M | 2,851,720 | 0.14% | — |
| CRM | SALESFORCE INC | $264.2M | 1,415,523 | 0.14% | — |
| EOG | EOG RES INC | $260.4M | 1,801,489 | 0.14% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $258.3M | 1,065,505 | 0.14% | — |
This table is the 150 largest positions by value, out of 2,177 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 PRINCIPAL FINANCIAL GROUP INC (CIK 1126328, accession 0001126328-26-000103). 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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