13F holdings
Russell Investments Group, Ltd. portfolio
Managed by . 4,237 reported positions worth $93.1B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.
$93.1B
Book value
4,237
Positions
26%
Top 10 weight
+213
New this quarter
-155
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 38 days old on 2026-05-08, 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 (213)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $389.3M | 2,003,028 | 0.42% |
| VSNT | Versant Media Group Inc | $36.2M | 978,893 | 0.04% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $34.9M | 555,013 | 0.04% |
| JAN | Janus Living Inc | $15.6M | 661,042 | 0.02% |
| MDLN | MEDLINE INC | $8.4M | 189,162 | 0.01% |
| AMCR | AMCOR PLC | $8.3M | 209,829 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $7.3M | 95,937 | 0.01% |
| PPHC | Public Policy Holding Company Inc | $7.2M | 551,477 | 0.01% |
| PRGS 1 04/15/26 | PROGRESS SOFTWARE CORPORATION | $6.2M | 6,174,000 | 0.01% |
| PNFP | PINNACLE FINANCIAL PARTNERS INC | $5.2M | 60,232 | 0.01% |
| FOUR 0.5 08/01/27 | SHIFT4 PAYMENTS INC | $4.7M | 5,016,000 | 0.01% |
| TEN | TSAKOS ENERGY NAVIGATION LIMITED | $3.7M | 98,281 | 0.00% |
| GSBD | GOLDMAN SACHS BDC INC | $2.8M | 320,660 | 0.00% |
| APC | ARKO CORP | $2.8M | 157,625 | 0.00% |
| DBVT | Dbv Technologies SA | $2.7M | 128,560 | 0.00% |
| PD 1.5 10/15/28 * | PAGERDUTY INC | $2.5M | 2,758,000 | 0.00% |
| MDA | MDA SPACE LTD | $2.5M | 97,260 | 0.00% |
| FBRX | Forte Biosciences Inc | $2.4M | 91,772 | 0.00% |
| DFTX | Definium Therapeutics Inc | $2.3M | 119,464 | 0.00% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $2.1M | 68,280 | 0.00% |
| QGEN | Qiagen N V | $2.0M | 49,962 | 0.00% |
| PMT 8.5 06/01/29 | PENNYMAC MORTGAGE INVESTMENT TRUST | $2.0M | 1,845,000 | 0.00% |
| PPL 7 02/15/29 | PPL CORPORATION | $1.9M | 1,816,000 | 0.00% |
| AVBC | AVIDIA BANCORP INC | $1.5M | 76,897 | 0.00% |
| BLLN | BillionToOne Inc | $1.5M | 18,659 | 0.00% |
Closed out (155)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| AZNN | ASTRAZENECA PLC | $67.9M | 738,538 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $28.7M | 721,239 | 0.00% |
| KLAR | Klarna Group PLC | $24.9M | 860,283 | 0.00% |
| AMCR | AMCOR PLC | $14.0M | 1,681,851 | 0.00% |
| QGEN | Qiagen N V | $12.5M | 274,572 | 0.00% |
| INDV | INDIVIOR PLC | $12.4M | 346,155 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $8.6M | 19,317 | 0.00% |
| SYU1 | SYNOVUS FINANCIAL CORP | $8.2M | 163,071 | 0.00% |
| GRTUF | Granite Real Estate Investment Tru | $8.0M | 134,035 | 0.00% |
| 8QR | CONFLUENT INC | $7.3M | 240,790 | 0.00% |
| CADE | Cadence Bank | $6.1M | 141,878 | 0.00% |
| NGDN | NEW GOLD INC | $6.1M | 694,980 | 0.00% |
| PMT 5.5 03/15/26 | PENNYMAC MORTGAGE INVESTMENT TRUST | $4.9M | 4,832,000 | 0.00% |
| ABNB 0 03/15/26 | AIRBNB INC | $4.8M | 4,809,000 | 0.00% |
| 62C | PIPER JAFFRAY COS | $4.7M | 13,698 | 0.00% |
| MGNI 0.25 03/15/26 | MAGNITE INC | $4.6M | 4,639,000 | 0.00% |
| 1RG | REV GROUP INC | $4.5M | 73,459 | 0.00% |
| JBLU 0.5 04/01/26 | JETBLUE AIRWAYS CORPORATION | $4.4M | 4,433,000 | 0.00% |
| EXK | EXACT SCIENCES CORP | $3.8M | 37,628 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $3.8M | 138,766 | 0.00% |
| HAE 0 03/01/26 | HAEMONETICS CORPORATION | $3.7M | 3,713,000 | 0.00% |
| OWLT | Owlet Inc | $3.7M | 226,192 | 0.00% |
| CABO 0 03/15/26 | CABLE ONE INC | $3.2M | 3,244,000 | 0.00% |
| PINNACLE FINANCIAL PARTN | PINNACLE FINANCIAL PARTNERS INC | $3.1M | 32,064 | 0.00% |
| DAY | DAYFORCE INC | $3.0M | 44,040 | 0.00% |
Added to (1946)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5.1B | 29,663,878 | 5.51% | +16% |
| AAPL | APPLE INC | $4.0B | 15,711,424 | 4.26% | +10% |
| MSFT | MICROSOFT CORP | $3.4B | 9,197,631 | 3.64% | +6% |
| AMZN | AMAZON COM INC | $2.2B | 10,776,409 | 2.40% | +9% |
| GOOGL | ALPHABET INC | $2.1B | 7,265,243 | 2.22% | +9% |
| GOOG | ALPHABET INC | $1.9B | 6,605,879 | 2.02% | +10% |
| META | META PLATFORMS INC | $1.5B | 2,714,419 | 1.66% | +4% |
| AVGO | BROADCOM INC | $1.5B | 4,881,626 | 1.61% | +13% |
| MA | MASTERCARD INCORPORATED | $968.8M | 1,940,980 | 1.04% | +6% |
| TSLA | TESLA INC | $815.6M | 2,219,516 | 0.88% | +11% |
| LLY | ELI LILLY AND COMPANY | $720.5M | 789,744 | 0.77% | +18% |
| JPM | J P MORGAN CHASE AND CO | $654.4M | 2,244,107 | 0.70% | +9% |
| V | VISA INC | $581.8M | 1,928,218 | 0.63% | +7% |
| WELL | WELLTOWER INC | $567.0M | 2,869,519 | 0.61% | +6% |
| EQIX | EQUINIX INC | $508.3M | 520,135 | 0.55% | +11% |
Trimmed (1537)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| INVZ | INNOVIZ TECHNOLOGIES LTD | $1 | 1 | 0.00% | -100% |
| XSORX | SOURCE CAPITAL | $139 | 3 | 0.00% | -100% |
| FROG | JFROG LTD | $19,054 | 406 | 0.00% | -100% |
| ALLT | ALLOT COMMUNICATIONS LTD | $2,964 | 445 | 0.00% | -100% |
| PAY | PAYMENTUS HOLDINGS INC | $1,651 | 65 | 0.00% | -99% |
| GALT | GALECTIN THERAPEUTICS INC | $396 | 142 | 0.00% | -99% |
| FESM | FIDELITY COVINGTON TRUST ENHAN | $152 | 4 | 0.00% | -99% |
| TGS | TRANSPORTADORA DE GAS SUR | $3,634 | 105 | 0.00% | -99% |
| GDEN | GOLDEN ENTERTAINMENT INC | $50,657 | 1,898 | 0.00% | -99% |
| CCO | CLEAR CHANNEL OUTDOOR HLDGS IN | $13,571 | 5,726 | 0.00% | -99% |
| ROCK | GIBRALTAR INDS INC | $102,466 | 2,570 | 0.00% | -98% |
| SEG | Seaport Entertainment Group Inc | $14,572 | 678 | 0.00% | -98% |
| DOUG | Douglas Elliman Inc | $10,873 | 6,630 | 0.00% | -98% |
| CIB | Grupo Cibest S A | $689,461 | 9,521 | 0.00% | -97% |
| EWCZ | European Wax Center Inc | $15,195 | 2,629 | 0.00% | -97% |
The book
Largest 150 of 4,237 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5.1B | 29,663,878 | 5.51% | — |
| AAPL | APPLE INC | $4.0B | 15,711,424 | 4.26% | — |
| MSFT | MICROSOFT CORP | $3.4B | 9,197,631 | 3.64% | — |
| AMZN | AMAZON COM INC | $2.2B | 10,776,409 | 2.40% | — |
| GOOGL | ALPHABET INC | $2.1B | 7,265,243 | 2.22% | — |
| GOOG | ALPHABET INC | $1.9B | 6,605,879 | 2.02% | — |
| META | META PLATFORMS INC | $1.5B | 2,714,419 | 1.66% | — |
| AVGO | BROADCOM INC | $1.5B | 4,881,626 | 1.61% | — |
| TSM | Taiwan Semiconductor Manufacturing | $1.3B | 3,776,008 | 1.37% | — |
| MA | MASTERCARD INCORPORATED | $968.8M | 1,940,980 | 1.04% | — |
| TSLA | TESLA INC | $815.6M | 2,219,516 | 0.88% | — |
| LLY | ELI LILLY AND COMPANY | $720.5M | 789,744 | 0.77% | — |
| JNJ | JOHNSON JOHNSON | $659.1M | 2,700,881 | 0.71% | — |
| JPM | J P MORGAN CHASE AND CO | $654.4M | 2,244,107 | 0.70% | — |
| V | VISA INC | $581.8M | 1,928,218 | 0.63% | — |
| WELL | WELLTOWER INC | $567.0M | 2,869,519 | 0.61% | — |
| EQIX | EQUINIX INC | $508.3M | 520,135 | 0.55% | — |
| EXMOC | EXXON MOBIL CORP | $480.5M | 2,830,685 | 0.52% | — |
| COST | COSTCO WHOLESALE CORPORATION | $461.7M | 463,378 | 0.50% | — |
| LRCX | LAM RESEARCH CORP COM NEW | $452.3M | 2,144,089 | 0.49% | — |
| BRK/B | BERKSHIRE HATHAWAY INC | $433.8M | 905,311 | 0.47% | — |
| AMAT | APPLIED MATERIALS INC | $422.9M | 1,251,332 | 0.45% | — |
| TJX | TJX COS INC | $415.3M | 2,612,798 | 0.45% | — |
| BAC | BANK OF AMERICA CORPORATION | $406.1M | 8,374,682 | 0.44% | — |
| DLR | DIGITAL REALTY TRUST INC | $398.9M | 2,231,388 | 0.43% | — |
| NEE | NEXTERA ENERGY INC | $397.2M | 4,276,974 | 0.43% | — |
| AZN | ASTRAZENECA PLC | $389.3M | 2,003,028 | 0.42% | — |
| LIN | LINDE PLC SHS | $389.1M | 784,618 | 0.42% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC | $376.6M | 966,461 | 0.40% | — |
| PLD | PROLOGIS INC | $371.3M | 2,815,744 | 0.40% | — |
| MU | MICRON TECHNOLOGY INC | $367.4M | 1,097,675 | 0.39% | — |
| BKNG | BOOKING HLDGS INC COM | $357.5M | 85,272 | 0.38% | — |
| C | CITIGROUP INC | $354.5M | 3,144,644 | 0.38% | — |
| CME | CME GROUP INC | $341.5M | 1,155,995 | 0.37% | — |
| UNH | UNITEDHEALTH GROUP INC | $339.2M | 1,258,639 | 0.36% | — |
| NFLX | NETFLIX INC | $333.4M | 3,488,050 | 0.36% | — |
| ABBV | ABBVIE INC | $326.7M | 1,506,385 | 0.35% | — |
| T | AT AND T INC | $313.1M | 10,808,092 | 0.34% | — |
| WMT | WALMART INC | $312.4M | 2,514,809 | 0.34% | — |
| PEP | Pepsico Inc | $306.4M | 1,969,776 | 0.33% | — |
| MRK | MERCK CO INC | $301.9M | 2,526,631 | 0.32% | — |
| AMD | ADVANCED MICRO DEVICES INC | $300.7M | 1,491,929 | 0.32% | — |
| NOW | SERVICENOW INC | $298.6M | 2,854,918 | 0.32% | — |
| CRM | SALESFORCE INC | $297.9M | 1,597,931 | 0.32% | — |
| CSCO | CISCO SYS INC | $295.9M | 3,818,172 | 0.32% | — |
| UBS | UBS Group AG | $295.4M | 7,738,898 | 0.32% | — |
| CVX | CHEVRON CORPORATION | $289.2M | 1,394,277 | 0.31% | — |
| ACN | ACCENTURE PLC IRELAND SHS CLAS | $278.1M | 1,402,892 | 0.30% | — |
| BMY | BRISTOL MYERS SQUIBB CO | $274.2M | 4,543,724 | 0.29% | — |
| WFC | WELLS FARGO COMPANY | $272.8M | 3,439,871 | 0.29% | — |
| AGG | iShares Core US Aggregate Bond ETF | $270.9M | 2,729,403 | 0.29% | — |
| TTE | TOTALENERGIES SE | $269.2M | 2,888,913 | 0.29% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $267.9M | 1,847,455 | 0.29% | — |
| MCO | MOODY S CORPORATION | $267.8M | 614,364 | 0.29% | — |
| ADBE | ADOBE INC | $263.3M | 1,084,164 | 0.28% | — |
| PG | THE PROCTER GAMBLE COMPANY | $258.4M | 1,788,786 | 0.28% | — |
| HD | HOME DEPOT INC | $248.1M | 757,406 | 0.27% | — |
| AU | ANGLOGOLD ASHANTI PLC | $232.5M | 2,410,983 | 0.25% | — |
| ISRG | INTUITIVE SURGICAL INC | $225.8M | 490,768 | 0.24% | — |
| MCK | MCKESSON CORP | $224.3M | 259,440 | 0.24% | — |
| INTU | INTUIT | $221.8M | 513,498 | 0.24% | — |
| HCA | HCA HEALTHCARE INC | $221.8M | 468,907 | 0.24% | — |
| COF | CAPITAL ONE FINANCIAL CORPORATION | $220.6M | 1,212,992 | 0.24% | — |
| CI | CIGNA CORP NEW COM | $219.3M | 824,544 | 0.24% | — |
| KR | KROGER CO | $213.6M | 2,951,543 | 0.23% | — |
| AZO | AUTOZONE INC | $212.7M | 62,965 | 0.23% | — |
| GE | GENERAL ELECTRIC COMPANY | $207.2M | 733,256 | 0.22% | — |
| CVS | CVS HEALTH CORP COM | $206.3M | 2,877,769 | 0.22% | — |
| ANET | ARISTA NETWORKS INC | $205.7M | 1,692,080 | 0.22% | — |
| PGR | THE PROGRESSIVE CORPORATION | $202.9M | 1,021,526 | 0.22% | — |
| GM | GENERAL MOTORS COMPANY | $202.4M | 2,720,679 | 0.22% | — |
| UBER | UBER TECHNOLOGIES INC | $201.8M | 2,815,467 | 0.22% | — |
| APH | AMPHENOL CORP NEW | $201.5M | 1,604,857 | 0.22% | — |
| XEL | XCEL ENERGY INC | $198.1M | 2,494,135 | 0.21% | — |
| QCOM | QUALCOMM INC | $196.0M | 1,524,845 | 0.21% | — |
| SHOP | SHOPIFY INC | $194.6M | 1,652,855 | 0.21% | — |
| VGT | VANGUARD SECTOR INDEX FDS INF | $194.3M | 278,523 | 0.21% | — |
| SCHW | SCHWAB CHARLES CORP NEW | $192.2M | 2,047,360 | 0.21% | — |
| RTX | RTX CORPORATION | $191.9M | 995,881 | 0.21% | — |
| AXP | AMERICAN EXPRESS CO | $190.4M | 631,766 | 0.20% | — |
| GEV | GE VERNOVA INC | $188.2M | 216,475 | 0.20% | — |
| SHW | SHERWIN WILLIAMS CO | $186.8M | 585,217 | 0.20% | — |
| TXN | TEXAS INSTRS INC | $186.0M | 964,804 | 0.20% | — |
| KLAC | KLA CORPORATION | $184.9M | 128,600 | 0.20% | — |
| DHR | DANAHER CORP DEL | $180.5M | 955,909 | 0.19% | — |
| VZ | VERIZON COMMUNICATIONS | $179.5M | 3,574,704 | 0.19% | — |
| DUK | DUKE ENERGY CORP NEW COM NEW | $179.0M | 1,367,256 | 0.19% | — |
| DAL | DELTA AIR LINES INC | $178.6M | 2,693,114 | 0.19% | — |
| COP | CONOCOPHILLIPS | $178.1M | 1,349,259 | 0.19% | — |
| AEP | AMERICAN ELEC PWR INC | $176.9M | 1,349,915 | 0.19% | — |
| ORCL | ORACLE CORP COM | $176.4M | 1,216,768 | 0.19% | — |
| MCD | MCDONALD S CORPORATION | $176.0M | 567,311 | 0.19% | — |
| DG | DOLLAR GEN CORP NEW | $175.9M | 1,481,777 | 0.19% | — |
| REGN | REGENERON PHARMACEUTICALS | $175.7M | 228,086 | 0.19% | — |
| PM | Philip Morris International Inc | $174.5M | 1,055,265 | 0.19% | — |
| KO | THE COCA COLA COMPANY | $174.1M | 2,288,768 | 0.19% | — |
| SPG | SIMON PPTY GROUP INC NEW | $173.5M | 931,496 | 0.19% | — |
| EW | EDWARDS LIFESCIENCES CORP | $172.5M | 2,155,798 | 0.19% | — |
| LOW | LOWE S COMPANIES INC | $172.4M | 730,648 | 0.19% | — |
| ADI | ANALOG DEVICES INC | $171.9M | 549,941 | 0.18% | — |
| MS | MORGAN STANLEY | $171.6M | 1,051,577 | 0.18% | — |
| SPGI | S AND P GLOBAL INC | $171.2M | 403,990 | 0.18% | — |
| CMCSA | COMCAST CORP | $168.3M | 5,854,585 | 0.18% | — |
| WM | WASTE MANAGEMENT INC | $168.2M | 732,014 | 0.18% | — |
| VLO | VALERO ENERGY CORP NEW | $166.6M | 672,235 | 0.18% | — |
| GS | THE GOLDMAN SACHS GROUP INC | $166.3M | 198,009 | 0.18% | — |
| RY | BANQUE ROYALE DU CANADA | $164.1M | 1,025,409 | 0.18% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $164.0M | 367,691 | 0.18% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $162.0M | 2,237,934 | 0.17% | — |
| AMT | AMERICAN TOWER CORPORATION | $161.7M | 937,962 | 0.17% | — |
| EXR | EXTRA SPACE STORAGE INC | $159.0M | 1,213,123 | 0.17% | — |
| EBAY | EBAY INC | $157.4M | 1,740,314 | 0.17% | — |
| ABNB | AIRBNB INC | $156.5M | 1,249,191 | 0.17% | — |
| DIS | THE WALT DISNEY COMPANY | $153.7M | 1,602,018 | 0.17% | — |
| SRE | SEMPRA | $151.9M | 1,563,584 | 0.16% | — |
| EIX | EDISON INTERNATIONAL | $150.9M | 2,075,987 | 0.16% | — |
| LNG | CHENIERE ENERGY INC | $150.8M | 531,000 | 0.16% | — |
| B | BARRICK MINING CORPORATION | $150.4M | 3,700,282 | 0.16% | — |
| PBR | Republica Federativa do Brasil | $150.0M | 7,221,753 | 0.16% | — |
| VTR | VENTAS INC | $149.3M | 1,826,221 | 0.16% | — |
| TMO | THERMO FISHER SCIENTIFIC INC C | $148.7M | 303,653 | 0.16% | — |
| IRM | IRON MOUNTAIN INCORPORATED | $148.4M | 1,455,113 | 0.16% | — |
| GILD | GILEAD SCIENCES INC | $148.3M | 1,067,837 | 0.16% | — |
| IBM | INTERNATIONAL BUSINESS MACHINES CO | $145.6M | 606,647 | 0.16% | — |
| BNY | BANK OF NEW YORK MELLON CORP | $145.6M | 1,232,600 | 0.16% | — |
| BSX | BOSTON SCIENTIFIC CORPORATION | $145.5M | 2,318,420 | 0.16% | — |
| CB | Chubb Limited | $144.5M | 443,382 | 0.16% | — |
| GD | GENERAL DYNAMICS CORP | $144.4M | 420,739 | 0.16% | — |
| O | REALTY INCOME CORP | $143.8M | 2,350,489 | 0.15% | — |
| ETR | ENTERGY CORP NEW | $143.7M | 1,278,851 | 0.15% | — |
| NOC | NORTHROP GRUMMAN CORP | $143.2M | 209,961 | 0.15% | — |
| ETN | EATON CORPORATION PUBLIC LIMITED C | $142.7M | 401,477 | 0.15% | — |
| MDT | MEDTRONIC PLC SHS | $142.5M | 1,646,202 | 0.15% | — |
| CAT | CATERPILLAR INC | $141.4M | 201,489 | 0.15% | — |
| ORLY | O Reilly Automotive Inc | $140.0M | 1,516,381 | 0.15% | — |
| CCI | CROWN CASTLE INC | $137.9M | 1,696,571 | 0.15% | — |
| FIX | COMFORT SYS USA INC | $137.7M | 99,887 | 0.15% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $137.5M | 284,037 | 0.15% | — |
| PSA | PUBLIC STORAGE | $136.4M | 504,455 | 0.15% | — |
| OKE | ONEOK INC | $134.3M | 1,484,288 | 0.14% | — |
| ELV | ELEVANCE HEALTH INC | $134.1M | 458,849 | 0.14% | — |
| LMT | LOCKHEED MARTIN CORPORATION | $133.4M | 220,846 | 0.14% | — |
| EXC | EXELON CORP | $133.0M | 2,712,627 | 0.14% | — |
| ENB | ENBRIDGE INC | $132.7M | 2,453,838 | 0.14% | — |
| PFE | PFIZER INC | $132.7M | 4,737,650 | 0.14% | — |
| TT | TRANE TECHNOLOGIES PLC | $131.8M | 316,944 | 0.14% | — |
| TD | TORONTO DOMINION BK ONT | $131.3M | 1,427,011 | 0.14% | — |
| MELI | MercadoLibre Inc | $130.9M | 76,243 | 0.14% | — |
| ECL | ECOLAB INC | $130.7M | 491,616 | 0.14% | — |
| MSCI | MSCI INC | $130.1M | 241,407 | 0.14% | — |
This table is the 150 largest positions by value, out of 4,237 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 Russell Investments Group, Ltd. (CIK 1692234, accession 0001193125-26-213225). 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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