13F holdings
Rafferty Asset Management, LLC portfolio
Managed by . 1,057 reported positions worth $24.6B as of 2026-03-31, filed with the SEC on 2026-05-15. Parsed from the filing itself, not a reseller.
$24.6B
Book value
1,057
Positions
36%
Top 10 weight
+27
New this quarter
-103
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 (27)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | $6.4M | 26,098 | 0.03% |
| VRT | VERTIV HOLDINGS CO | $6.2M | 24,909 | 0.03% |
| PNFP | PINNACLE FINL PARTNERS INC | $4.8M | 55,825 | 0.02% |
| CAPR | CAPRICOR THERAPEUTICS INC | $1.9M | 62,353 | 0.01% |
| AMCR | AMCOR PLC | $1.1M | 27,654 | 0.00% |
| SLS | SELLAS LIFE SCIENCES GROUP I | $1.1M | 249,428 | 0.00% |
| ZBIO | ZENAS BIOPHARMA INC | $941,704 | 48,169 | 0.00% |
| VOR | VOR BIOPHARMA INC | $901,009 | 50,505 | 0.00% |
| MCHB | MECHANICS BANCORP | $811,634 | 55,026 | 0.00% |
| ALLO | ALLOGENE THERAPEUTICS INC | $688,924 | 282,346 | 0.00% |
| PURR | HYPERLIQUID STRATEGIES INC | $675,860 | 132,782 | 0.00% |
| VNDA | VANDA PHARMACEUTICALS INC | $637,821 | 92,304 | 0.00% |
| OCGN | OCUGEN INC | $512,053 | 282,902 | 0.00% |
| RCKT | ROCKET PHARMACEUTICALS INC | $505,539 | 141,212 | 0.00% |
| BCAL | CALIFORNIA BANCORP | $434,246 | 24,506 | 0.00% |
| CATX | PERSPECTIVE THERAPEUTICS INC | $387,026 | 92,812 | 0.00% |
| HTB | HOMETRUST BANCSHARES INC | $346,190 | 8,117 | 0.00% |
| SMBK | SMARTFINANCIAL INC | $328,819 | 8,414 | 0.00% |
| SPFI | SOUTH PLAINS FINANCIAL INC | $327,155 | 7,808 | 0.00% |
| IOT | SAMSARA INC | $313,858 | 9,904 | 0.00% |
| CRCL | CIRCLE INTERNET GROUP INC | $297,775 | 3,121 | 0.00% |
| RBCAA | REPUBLIC BANCORP INC KY | $256,379 | 3,634 | 0.00% |
| MKSI | MKS INC. | $217,400 | 946 | 0.00% |
| CLH | CLEAN HARBORS INC | $203,005 | 708 | 0.00% |
| BLSH | BULLISH | $201,410 | 5,637 | 0.00% |
Closed out (103)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $12.3M | 134,264 | 0.00% |
| CADE | CADENCE BANK | $8.4M | 195,091 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $8.0M | 84,174 | 0.00% |
| SYU1 | SYNOVUS FINL CORP | $8.0M | 159,657 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $5.9M | 81,533 | 0.00% |
| CDTX | CIDARA THERAPEUTICS INC | $5.9M | 26,492 | 0.00% |
| EXK | EXACT SCIENCES CORP | $5.8M | 57,455 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $3.2M | 117,134 | 0.00% |
| DVAX | DYNAVAX TECHNOLOGIES CORP | $2.8M | 183,919 | 0.00% |
| AMCR | AMCOR PLC | $1.6M | 193,323 | 0.00% |
| RAPT | RAPT THERAPEUTICS INC | $1.1M | 32,984 | 0.00% |
| UPB | UPSTREAM BIO INC | $1.1M | 38,683 | 0.00% |
| DAY | DAYFORCE INC | $985,945 | 14,256 | 0.00% |
| GOSS | GOSSAMER BIO INC | $969,692 | 312,804 | 0.00% |
| MOH | MOLINA HEALTHCARE INC | $960,370 | 5,534 | 0.00% |
| PAYC | PAYCOM SOFTWARE INC | $942,455 | 5,914 | 0.00% |
| IMRX | IMMUNEERING CORP | $860,282 | 130,742 | 0.00% |
| TEM | TEMPUS AI INC | $772,492 | 13,082 | 0.00% |
| MTCH | MATCH GROUP INC NEW | $638,341 | 19,769 | 0.00% |
| MOFG | MIDWESTONE FINL GROUP INC NE | $630,630 | 16,380 | 0.00% |
| KROS | KEROS THERAPEUTICS INC | $616,501 | 30,280 | 0.00% |
| LW | LAMB WESTON HLDGS INC | $488,898 | 11,671 | 0.00% |
| BBW | BUILD-A-BEAR WORKSHOP INC | $423,437 | 6,911 | 0.00% |
| DUOL | DUOLINGO INC | $342,050 | 1,949 | 0.00% |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $337,668 | 16,593 | 0.00% |
Added to (195)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $889.9M | 2,875,284 | 3.61% | +9% |
| TSLA | TESLA INC | $645.8M | 1,737,215 | 2.62% | +27% |
| EWY | ISHARES INC | $560.4M | 4,555,986 | 2.28% | +272% |
| MRVL | MARVELL TECHNOLOGY INC | $421.5M | 4,255,004 | 1.71% | +7% |
| QCOM | QUALCOMM INC | $348.9M | 2,709,238 | 1.42% | +11% |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.6M | 1,282,554 | 0.76% | +8% |
| KWEB | KRANESHARES TRUST | $143.3M | 5,039,239 | 0.58% | +17% |
| GE | GE AEROSPACE | $76.8M | 270,596 | 0.31% | +1% |
| RTX | RTX CORPORATION | $66.8M | 346,312 | 0.27% | +2% |
| EWZ | ISHARES INC | $62.4M | 1,625,304 | 0.25% | +26% |
| BA | BOEING CO | $40.5M | 203,379 | 0.16% | +12% |
| ASHR | DBX ETF TR | $40.0M | 1,224,728 | 0.16% | +8% |
| INDA | ISHARES TR | $34.0M | 726,200 | 0.14% | +25% |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.7M | 300,180 | 0.10% | +71% |
| EOG | EOG RES INC | $22.8M | 157,702 | 0.09% | +5% |
Trimmed (817)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| DAWNGBX | DAY ONE BIOPHARMACEUTICALS I | $1.3M | 59,207 | 0.01% | -62% |
| MARA | MARA HOLDINGS INC | $85,337 | 10,458 | 0.00% | -62% |
| JANX | JANUX THERAPEUTICS INC | $1.1M | 75,732 | 0.00% | -57% |
| TNGX | TANGO THERAPEUTICS INC | $2.2M | 104,960 | 0.01% | -54% |
| MRNA | MODERNA INC | $5.8M | 114,194 | 0.02% | -52% |
| BPOP | POPULAR INC | $4.8M | 35,482 | 0.02% | -49% |
| WBS | WEBSTER FINL CORP | $4.8M | 68,752 | 0.02% | -48% |
| ROIV | ROIVANT SCIENCES LTD | $4.4M | 158,836 | 0.02% | -46% |
| DNTH | DIANTHUS THERAPEUTICS INC | $2.6M | 31,221 | 0.01% | -46% |
| CFR | CULLEN FROST BANKERS INC | $4.8M | 35,162 | 0.02% | -46% |
| UNIQURE NV | UNIQURE NV | $1.5M | 90,277 | 0.01% | -45% |
| VLY | VALLEY NATL BANCORP | $4.8M | 389,970 | 0.02% | -45% |
| ACLXGBX | ARCELLX INC | $4.5M | 39,441 | 0.02% | -43% |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $2.1M | 65,050 | 0.01% | -43% |
| SSB | SOUTHSTATE BK CORP | $4.7M | 51,227 | 0.02% | -42% |
The book
Largest 150 of 1,057 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TLT | ISHARES TR | $2.0B | 23,042,423 | 8.11% | — |
| NVDA | NVIDIA CORPORATION | $1.3B | 7,678,302 | 5.44% | — |
| IWM | ISHARES TR | $907.0M | 3,657,167 | 3.68% | — |
| AVGO | BROADCOM INC | $889.9M | 2,875,284 | 3.61% | — |
| MU | MICRON TECHNOLOGY INC | $775.7M | 2,295,973 | 3.15% | — |
| TSLA | TESLA INC | $645.8M | 1,737,215 | 2.62% | — |
| AMD | ADVANCED MICRO DEVICES INC | $605.6M | 2,976,776 | 2.46% | — |
| EWY | ISHARES INC | $560.4M | 4,555,986 | 2.28% | — |
| GDX | VANECK ETF TRUST | $550.5M | 5,999,083 | 2.24% | — |
| AMAT | APPLIED MATLS INC | $536.1M | 1,568,561 | 2.18% | — |
| AAPL | APPLE INC | $535.6M | 2,110,273 | 2.17% | — |
| MSFT | MICROSOFT CORP | $476.3M | 1,286,837 | 1.93% | — |
| MRVL | MARVELL TECHNOLOGY INC | $421.5M | 4,255,004 | 1.71% | — |
| FXI | ISHARES TR | $394.4M | 10,985,718 | 1.60% | — |
| INTC | INTEL CORP | $388.5M | 8,803,318 | 1.58% | — |
| KLAC | KLA CORP | $381.6M | 259,157 | 1.55% | — |
| LRCX | LAM RESEARCH CORP | $381.5M | 1,785,457 | 1.55% | — |
| TXN | TEXAS INSTRS INC | $361.9M | 1,863,867 | 1.47% | — |
| ADI | ANALOG DEVICES INC | $349.7M | 1,099,206 | 1.42% | — |
| QCOM | QUALCOMM INC | $348.9M | 2,709,238 | 1.42% | — |
| MPWR | MONOLITHIC PWR SYS INC | $347.1M | 317,473 | 1.41% | — |
| TER | TERADYNE INC | $323.2M | 1,090,120 | 1.31% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $321.1M | 950,073 | 1.30% | — |
| QQQ | INVESCO QQQ TR | $318.2M | 551,290 | 1.29% | — |
| NXPI | NXP SEMICONDUCTORS N V | $315.5M | 1,602,565 | 1.28% | — |
| ASML | ASML HLDG NV | $293.6M | 222,251 | 1.19% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $259.1M | 4,010,114 | 1.05% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $225.6M | 470,766 | 0.92% | — |
| AMZN | AMAZON COM INC | $219.1M | 1,052,114 | 0.89% | — |
| GOOGL | ALPHABET INC | $215.0M | 747,620 | 0.87% | — |
| JPM | JPMORGAN CHASE & CO | $192.8M | 655,498 | 0.78% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $187.6M | 1,282,554 | 0.76% | — |
| ON | ON SEMICONDUCTOR CORP | $175.0M | 2,826,300 | 0.71% | — |
| GDXJ | VANECK ETF TRUST | $172.0M | 1,432,540 | 0.70% | — |
| META | META PLATFORMS INC | $147.4M | 257,690 | 0.60% | — |
| KWEB | KRANESHARES TRUST | $143.3M | 5,039,239 | 0.58% | — |
| V | VISA INC | $123.9M | 409,950 | 0.50% | — |
| ENTG | ENTEGRIS INC | $123.3M | 1,051,873 | 0.50% | — |
| EXMOC | EXXON MOBIL CORP | $113.0M | 665,983 | 0.46% | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $105.5M | 1,124,374 | 0.43% | — |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $103.8M | 467,587 | 0.42% | — |
| ALAB | ASTERA LABS INC | $103.6M | 945,506 | 0.42% | — |
| MA | MASTERCARD INCORPORATED | $99.3M | 198,756 | 0.40% | — |
| NVMI | NOVA LTD | $96.0M | 221,019 | 0.39% | — |
| GOOG | ALPHABET INC | $88.0M | 306,879 | 0.36% | — |
| CSCO | CISCO SYS INC | $87.7M | 1,130,511 | 0.36% | — |
| BAC | BANK AMERICA CORP | $78.6M | 1,613,204 | 0.32% | — |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $77.6M | 3,580,130 | 0.32% | — |
| GE | GE AEROSPACE | $76.8M | 270,596 | 0.31% | — |
| CVX | CHEVRON CORPORATION | $75.0M | 362,588 | 0.30% | — |
| NFLX | NETFLIX INC. | $71.3M | 741,113 | 0.29% | — |
| RTX | RTX CORPORATION | $66.8M | 346,312 | 0.27% | — |
| RMBS | RAMBUS INC DEL | $64.1M | 745,519 | 0.26% | — |
| EWZ | ISHARES INC | $62.4M | 1,625,304 | 0.25% | — |
| GS | GOLDMAN SACHS GROUP INC | $61.9M | 73,208 | 0.25% | — |
| ORCL | ORACLE CORP | $61.0M | 414,754 | 0.25% | — |
| WFC | WELLS FARGO & CO | $59.9M | 751,874 | 0.24% | — |
| LLY | ELI LILLY & CO | $58.9M | 63,993 | 0.24% | — |
| SWKS | SKYWORKS SOLUTIONS INC | $58.0M | 1,083,845 | 0.24% | — |
| ARM | ARM HOLDINGS PLC | $57.8M | 382,080 | 0.23% | — |
| IVV | ISHARES TR | $57.2M | 87,516 | 0.23% | — |
| DHI | D R HORTON INC | $54.9M | 400,056 | 0.22% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $54.1M | 223,017 | 0.22% | — |
| STM | STMICROELECTRONICS N V | $48.5M | 1,404,428 | 0.20% | — |
| MS | MORGAN STANLEY | $48.4M | 294,059 | 0.20% | — |
| C | CITIGROUP INC | $48.2M | 424,848 | 0.20% | — |
| JNJ | JOHNSON & JOHNSON | $45.7M | 186,821 | 0.19% | — |
| UMC | UNITED MICROELECTRONICS CORP | $44.8M | 4,983,653 | 0.18% | — |
| WMT | WALMART INC | $44.7M | 360,066 | 0.18% | — |
| CRM | SALESFORCE INC | $43.6M | 233,671 | 0.18% | — |
| PANW | PALO ALTO NETWORKS INC | $43.0M | 268,303 | 0.17% | — |
| BA | BOEING CO | $40.5M | 203,379 | 0.16% | — |
| ASHR | DBX ETF TR | $40.0M | 1,224,728 | 0.16% | — |
| AXP | AMERICAN EXPRESS CO | $39.6M | 130,991 | 0.16% | — |
| INTU | INTUIT | $39.2M | 90,610 | 0.16% | — |
| COST | COSTCO WHOLESALE CORPORATION | $38.4M | 38,530 | 0.16% | — |
| SCHW | SCHWAB CHARLES CORP | $38.2M | 406,086 | 0.15% | — |
| APH | AMPHENOL CORP | $36.9M | 291,757 | 0.15% | — |
| COP | CONOCOPHILLIPS | $36.3M | 275,304 | 0.15% | — |
| APP | APPLOVIN CORP | $36.1M | 90,632 | 0.15% | — |
| HD | HOME DEPOT INC | $35.8M | 108,917 | 0.15% | — |
| ADBE | ADOBE INC | $34.9M | 143,748 | 0.14% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $34.4M | 88,045 | 0.14% | — |
| INDA | ISHARES TR | $34.0M | 726,200 | 0.14% | — |
| ABBV | ABBVIE INC | $34.0M | 156,378 | 0.14% | — |
| BLK | BLACKROCK INC | $33.7M | 35,079 | 0.14% | — |
| PHM | PULTE GROUP INC | $33.6M | 285,301 | 0.14% | — |
| ANET | ARISTA NETWORKS INC | $32.6M | 265,360 | 0.13% | — |
| WDC | WESTERN DIGITAL CORP | $32.5M | 120,183 | 0.13% | — |
| SPGI | S&P GLOBAL INC | $31.6M | 74,391 | 0.13% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $31.3M | 79,896 | 0.13% | — |
| AMGN | AMGEN INC | $30.7M | 87,195 | 0.12% | — |
| GILD | GILEAD SCIENCES INC | $29.5M | 212,014 | 0.12% | — |
| SNPS | SYNOPSYS INC | $29.5M | 74,380 | 0.12% | — |
| IEF | ISHARES TR | $29.3M | 306,692 | 0.12% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $29.2M | 105,209 | 0.12% | — |
| CB | CHUBB LTD SWITZ | $28.8M | 88,428 | 0.12% | — |
| ACN | ACCENTURE PLC IRELAND | $28.8M | 145,103 | 0.12% | — |
| PGR | PROGRESSIVE CORP | $28.2M | 142,495 | 0.11% | — |
| COF | CAPITAL ONE FINL CORP | $28.0M | 153,415 | 0.11% | — |
| LEN | LENNAR CORP | $27.8M | 320,384 | 0.11% | — |
| NVR | NVR INC | $27.3M | 4,146 | 0.11% | — |
| FANG | DIAMONDBACK ENERGY INC | $26.8M | 135,745 | 0.11% | — |
| NOW | SERVICENOW INC | $26.5M | 253,292 | 0.11% | — |
| CME | CME GROUP INC | $25.9M | 87,667 | 0.11% | — |
| LIN | LINDE PLC | $25.4M | 51,276 | 0.10% | — |
| GLW | CORNING INC | $25.0M | 184,114 | 0.10% | — |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.7M | 300,180 | 0.10% | — |
| PEP | PEPSICO INC | $24.5M | 157,687 | 0.10% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $24.4M | 54,572 | 0.10% | — |
| LOW | LOWES COS INC | $24.2M | 102,246 | 0.10% | — |
| ISRG | INTUITIVE SURGICAL INC | $23.6M | 51,263 | 0.10% | — |
| FTNT | FORTINET INC | $23.6M | 288,940 | 0.10% | — |
| PYPL | PAYPAL HLDGS INC | $23.6M | 520,721 | 0.10% | — |
| MRK | MERCK & CO INC | $23.2M | 193,053 | 0.09% | — |
| BKR | BAKER HUGHES COMPANY | $23.2M | 380,023 | 0.09% | — |
| ADSK | AUTODESK INC | $23.0M | 95,917 | 0.09% | — |
| LMT | LOCKHEED MARTIN CORP | $22.9M | 37,832 | 0.09% | — |
| REGN | REGENERON PHARMACEUTICALS | $22.9M | 29,589 | 0.09% | — |
| EOG | EOG RES INC | $22.8M | 157,702 | 0.09% | — |
| SNDK | SANDISK CORP | $22.1M | 34,809 | 0.09% | — |
| VLO | VALERO ENERGY CORP | $22.1M | 89,250 | 0.09% | — |
| BKNG | BOOKING HOLDINGS INC | $22.0M | 5,232 | 0.09% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $21.7M | 138,069 | 0.09% | — |
| PSX | PHILLIPS 66 | $21.7M | 119,172 | 0.09% | — |
| CAT | CATERPILLAR INC | $21.5M | 30,296 | 0.09% | — |
| MPC | MARATHON PETE CORP | $21.5M | 87,884 | 0.09% | — |
| BX | BLACKSTONE INC | $21.2M | 184,393 | 0.09% | — |
| DDOG | DATADOG INC | $21.2M | 179,607 | 0.09% | — |
| HONGBP | HONEYWELL INTL INC | $21.0M | 92,747 | 0.09% | — |
| SHW | SHERWIN WILLIAMS CO | $20.8M | 65,010 | 0.08% | — |
| AXON | AXON ENTERPRISE INC | $20.5M | 48,157 | 0.08% | — |
| PNC | PNC FINL SVCS GROUP INC | $20.4M | 98,196 | 0.08% | — |
| MRSH | MARSH & MCLENNAN COS INC | $20.4M | 117,695 | 0.08% | — |
| ROP | ROPER TECHNOLOGIES INC | $20.3M | 57,336 | 0.08% | — |
| PG | PROCTER & GAMBLE CO | $20.1M | 139,095 | 0.08% | — |
| GD | GENERAL DYNAMICS CORP | $20.1M | 58,455 | 0.08% | — |
| BNY | BANK NEW YORK MELLON CORP | $19.8M | 167,324 | 0.08% | — |
| NOC | NORTHROP GRUMMAN CORP | $19.7M | 28,923 | 0.08% | — |
| USB | US BANCORP | $19.7M | 377,915 | 0.08% | — |
| HWM | HOWMET AEROSPACE INC | $19.6M | 85,063 | 0.08% | — |
| UNH | UNITEDHEALTH GROUP INC | $19.1M | 70,695 | 0.08% | — |
| INSM | INSMED INC | $19.0M | 116,069 | 0.08% | — |
| TFC | TRUIST FINL CORP | $18.7M | 407,077 | 0.08% | — |
| CEG | CONSTELLATION ENERGY CORP | $18.7M | 66,920 | 0.08% | — |
| TOL | TOLL BROTHERS INC | $18.6M | 136,065 | 0.08% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $18.3M | 52,894 | 0.07% | — |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $18.2M | 296,251 | 0.07% | — |
| WDAY | WORKDAY INC | $18.2M | 139,885 | 0.07% | — |
| TDG | TRANSDIGM GROUP INC | $17.9M | 15,468 | 0.07% | — |
This table is the 150 largest positions by value, out of 1,057 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 Rafferty Asset Management, LLC (CIK 1389426, accession 0001999371-26-010796). 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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