13F holdings
Universal- Beteiligungs- und Servicegesellschaft mbH portfolio
Managed by . 2,062 reported positions worth $58.1B as of 2026-03-31, filed with the SEC on 2026-05-11. Parsed from the filing itself, not a reseller.
$58.1B
Book value
2,062
Positions
31%
Top 10 weight
+120
New this quarter
-101
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 41 days old on 2026-05-11, 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 (120)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | $96.6M | 1,541,104 | 0.17% |
| QGEN | QIAGEN NV | $57.3M | 1,431,634 | 0.10% |
| AMCR | AMCOR PLC | $11.8M | 297,420 | 0.02% |
| FLNC 2.25 06/15/30 | FLUENCE ENERGY INC | $7.0M | 6,870,000 | 0.01% |
| FPS | FORGENT POWER SOLUTIONS INC | $6.5M | 221,510 | 0.01% |
| ORCL 6.5 01/15/29 D | ORACLE CORP | $6.5M | 140,940 | 0.01% |
| VICR | VICOR CORP | $4.9M | 30,655 | 0.01% |
| MWH | SOLV ENERGY INC | $4.4M | 145,611 | 0.01% |
| INDV | INDIVIOR PHARMACEUTICALS INC | $4.2M | 136,257 | 0.01% |
| FIGS | FIGS INC | $3.8M | 255,826 | 0.01% |
| PIPR | PIPER SANDLER COMPANIES | $3.8M | 49,084 | 0.01% |
| JAN | JANUS LIVING INC | $3.6M | 151,911 | 0.01% |
| UAMY | UNITED STATES ANTIMONY CORP | $3.5M | 398,679 | 0.01% |
| PNFP | PINNACLE FINL PARTNERS INC | $3.5M | 40,079 | 0.01% |
| DCO | DUCOMMUN INC DEL | $3.1M | 25,704 | 0.01% |
| AAOI | APPLIED OPTOELECTRONICS INC | $3.1M | 37,020 | 0.01% |
| COCO | VITA COCO CO INC | $3.1M | 65,239 | 0.01% |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $2.9M | 212,447 | 0.01% |
| CAKE 2 03/15/30 | CHEESECAKE FACTORY INC | $2.8M | 2,700,000 | 0.00% |
| ATRO | ASTRONICS CORP | $2.6M | 38,993 | 0.00% |
| DORIAN LPG LTD | DORIAN LPG LTD | $2.6M | 75,827 | 0.00% |
| INVX | INNOVEX INTERNATIONAL INC | $2.6M | 105,968 | 0.00% |
| BBIO 1.75 03/01/31 | BRIDGEBIO PHARMA INC | $2.4M | 1,440,000 | 0.00% |
| SD | SANDRIDGE ENERGY INC | $2.2M | 132,086 | 0.00% |
| ETSY 0.125 09/01/27 | ETSY INC | $2.0M | 2,090,000 | 0.00% |
Closed out (101)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| QGEN | QIAGEN NV | $81.0M | 1,774,467 | 0.00% |
| LNT 3.875 03/15/26 | ALLIANT ENERGY CORP | $33.3M | 31,585,000 | 0.00% |
| TYL 0.25 03/15/26 | TYLER TEX INDPT SCH DIST | $22.6M | 22,299,000 | 0.00% |
| 62C | PIPER SANDLER COMPANIES | $11.1M | 32,533 | 0.00% |
| EXK | EXACT SCIENCES CORP | $8.6M | 84,195 | 0.00% |
| TGNA | TEGNA INC | $6.0M | 307,201 | 0.00% |
| HCI | HCI GROUP INC | $5.5M | 28,772 | 0.00% |
| WGS | GENEDX HOLDINGS CORP | $4.5M | 34,704 | 0.00% |
| SITC | SITE CTRS CORP | $4.2M | 654,465 | 0.00% |
| BRD1EUR | MIND MEDICINE MINDMED INC | $3.7M | 278,720 | 0.00% |
| DAY | DAYFORCE INC | $3.7M | 53,740 | 0.00% |
| ABNB 0 03/15/26 | AIRBNB INC | $3.7M | 3,750,000 | 0.00% |
| DAVE | DAVE INC | $3.6M | 16,164 | 0.00% |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $3.2M | 157,697 | 0.00% |
| REAL | THE REALREAL INC | $3.2M | 202,039 | 0.00% |
| FYBR | FRONTIER COMMUNICATIONS PARE | $3.1M | 81,882 | 0.00% |
| AXON 0.5 12/15/27 | AXON ENTERPRISE INC | $2.8M | 1,100,000 | 0.00% |
| PCH | POTLATCHDELTIC CORPORATION | $2.6M | 65,633 | 0.00% |
| IMKTA | INGLES MKTS INC | $2.5M | 36,501 | 0.00% |
| CIVI | CIVITAS RESOURCES INC | $2.3M | 85,212 | 0.00% |
| EXAS 0.375 03/15/27 | EXACT SCIENCES CORP | $2.3M | 2,172,000 | 0.00% |
| CMA | COMERICA INC | $2.2M | 24,811 | 0.00% |
| NP | NEPTUNE INS HLDGS INC | $2.1M | 70,907 | 0.00% |
| EIG | EMPLOYERS HLDGS INC | $2.1M | 47,594 | 0.00% |
| PINNACLE FINL PARTNERS I | PINNACLE FINL PARTNERS INC | $2.0M | 21,367 | 0.00% |
Added to (793)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| META | META PLATFORMS INC | $1.2B | 2,126,432 | 2.08% | +3% |
| TSLA | TESLA INC | $681.2M | 1,847,482 | 1.17% | +4% |
| NFLX | NETFLIX INC | $460.1M | 4,771,103 | 0.79% | +3% |
| WMT | WALMART INC | $458.2M | 3,698,323 | 0.79% | +30% |
| LIN | LINDE PLC | $430.5M | 868,449 | 0.74% | +3% |
| MU | MICRON TECHNOLOGY INC | $376.9M | 1,120,433 | 0.65% | +11% |
| AMD | ADVANCED MICRO DEVICES INC | $361.2M | 1,784,140 | 0.62% | +9% |
| CSCO | CISCO SYS INC | $343.2M | 4,442,667 | 0.59% | +9% |
| COST | COSTCO WHSL CORP NEW | $328.1M | 331,303 | 0.56% | +3% |
| EXMOC | EXXON MOBIL CORP | $325.8M | 1,928,030 | 0.56% | +7% |
| PG | PROCTER AND GAMBLE CO | $296.4M | 2,044,704 | 0.51% | +9% |
| CRM | SALESFORCE INC | $282.6M | 1,511,632 | 0.49% | +7% |
| MCD | MCDONALDS CORP | $277.8M | 895,828 | 0.48% | +11% |
| PEP | PEPSICO INC | $266.7M | 1,716,517 | 0.46% | +6% |
| PLTR | PALANTIR TECHNOLOGIES INC | $232.2M | 1,595,855 | 0.40% | +9% |
Trimmed (799)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| MGNX | MACROGENICS INC | $28,900 | 10,000 | 0.00% | -97% |
| APLSUSD | APELLIS PHARMACEUTICALS INC | $280,684 | 6,977 | 0.00% | -93% |
| JBLU | JETBLUE AWYS CORP | $62,062 | 14,041 | 0.00% | -91% |
| CARS | CARS COM INC | $121,768 | 14,996 | 0.00% | -91% |
| PI | IMPINJ INC | $819,650 | 7,981 | 0.00% | -89% |
| AMBA | AMBARELLA INC | $275,649 | 5,355 | 0.00% | -89% |
| PFBC | PREFERRED BK LOS ANGELES CA | $258,557 | 2,851 | 0.00% | -88% |
| VISN | COMMSCOPE HLDG CO INC | $794,994 | 43,681 | 0.00% | -88% |
| TE | T1 ENERGY INC | $62,979 | 14,346 | 0.00% | -86% |
| PTON | PELOTON INTERACTIVE INC | $107,401 | 25,035 | 0.00% | -85% |
| IESC | IES HLDGS INC | $736,623 | 1,546 | 0.00% | -85% |
| ACVA | ACV AUCTIONS INC | $50,401 | 11,887 | 0.00% | -84% |
| FLO | FLOWERS FOODS INC | $112,388 | 13,790 | 0.00% | -84% |
| DUK 4.125 04/15/26 | DUKE ENERGY CORP NEW | $14.4M | 12,800,000 | 0.02% | -84% |
| ROCK | GIBRALTAR INDS INC | $275,023 | 6,898 | 0.00% | -83% |
The book
Largest 150 of 2,062 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3.8B | 21,987,356 | 6.61% | — |
| AAPL | APPLE INC | $2.8B | 11,190,562 | 4.87% | — |
| MSFT | MICROSOFT CORP | $2.5B | 6,797,181 | 4.33% | — |
| GOOGL | ALPHABET INC | $2.0B | 6,955,796 | 3.43% | — |
| AMZN | AMAZON COM INC | $2.0B | 9,461,996 | 3.38% | — |
| META | META PLATFORMS INC | $1.2B | 2,126,432 | 2.08% | — |
| AVGO | BROADCOM INC | $1.2B | 3,784,475 | 2.02% | — |
| GOOG | ALPHABET INC | $1.1B | 3,989,000 | 1.95% | — |
| TSLA | TESLA INC | $681.2M | 1,847,482 | 1.17% | — |
| V | VISA INC | $643.3M | 2,129,523 | 1.11% | — |
| JPM | JPMORGAN CHASE & CO. | $555.2M | 1,899,884 | 0.96% | — |
| LLY | ELI LILLY & CO | $544.5M | 593,169 | 0.94% | — |
| JNJ | JOHNSON & JOHNSON | $529.7M | 2,198,866 | 0.91% | — |
| MA | MASTERCARD INCORPORATED | $509.2M | 1,021,403 | 0.88% | — |
| NFLX | NETFLIX INC | $460.1M | 4,771,103 | 0.79% | — |
| WMT | WALMART INC | $458.2M | 3,698,323 | 0.79% | — |
| LIN | LINDE PLC | $430.5M | 868,449 | 0.74% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $430.2M | 902,843 | 0.74% | — |
| MU | MICRON TECHNOLOGY INC | $376.9M | 1,120,433 | 0.65% | — |
| AMD | ADVANCED MICRO DEVICES INC | $361.2M | 1,784,140 | 0.62% | — |
| CSCO | CISCO SYS INC | $343.2M | 4,442,667 | 0.59% | — |
| COST | COSTCO WHSL CORP NEW | $328.1M | 331,303 | 0.56% | — |
| ABBV | ABBVIE INC | $328.0M | 1,523,584 | 0.56% | — |
| EXMOC | EXXON MOBIL CORP | $325.8M | 1,928,030 | 0.56% | — |
| AMAT | APPLIED MATLS INC | $310.8M | 915,541 | 0.53% | — |
| LRCX | LAM RESEARCH CORP | $305.4M | 1,429,231 | 0.53% | — |
| PG | PROCTER AND GAMBLE CO | $296.4M | 2,044,704 | 0.51% | — |
| CRM | SALESFORCE INC | $282.6M | 1,511,632 | 0.49% | — |
| MCD | MCDONALDS CORP | $277.8M | 895,828 | 0.48% | — |
| PEP | PEPSICO INC | $266.7M | 1,716,517 | 0.46% | — |
| KO | COCA COLA CO | $254.0M | 3,355,312 | 0.44% | — |
| MRK | MERCK & CO INC | $247.1M | 2,054,074 | 0.43% | — |
| MELI | MERCADOLIBRE INC | $247.0M | 142,882 | 0.43% | — |
| BAC | BANK AMERICA CORP | $241.6M | 4,979,383 | 0.42% | — |
| HD | HOME DEPOT INC | $237.5M | 721,705 | 0.41% | — |
| WELL | WELLTOWER INC | $232.3M | 1,176,500 | 0.40% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $232.2M | 1,595,855 | 0.40% | — |
| EQIX | EQUINIX INC | $224.3M | 229,141 | 0.39% | — |
| INTU | INTUIT | $218.1M | 503,785 | 0.38% | — |
| PLD | PROLOGIS INC. | $215.8M | 1,633,207 | 0.37% | — |
| WFC | WELLS FARGO CO NEW | $214.5M | 2,699,453 | 0.37% | — |
| NEE | NEXTERA ENERGY INC | $209.8M | 2,265,422 | 0.36% | — |
| BKNG | BOOKING HOLDINGS INC | $207.1M | 49,225 | 0.36% | — |
| ADBE | ADOBE INC | $204.4M | 836,443 | 0.35% | — |
| QCOM | QUALCOMM INC | $203.8M | 1,580,612 | 0.35% | — |
| DIS | DISNEY WALT CO | $198.5M | 2,058,408 | 0.34% | — |
| CVX | CHEVRON CORP NEW | $197.6M | 959,489 | 0.34% | — |
| CAT | CATERPILLAR INC | $197.0M | 282,491 | 0.34% | — |
| ORCL | ORACLE CORP | $191.4M | 1,307,755 | 0.33% | — |
| ADI | ANALOG DEVICES INC | $189.5M | 596,587 | 0.33% | — |
| AXP | AMERICAN EXPRESS CO | $186.8M | 620,937 | 0.32% | — |
| SPGI | S&P GLOBAL INC | $185.0M | 435,387 | 0.32% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $184.8M | 771,059 | 0.32% | — |
| KLAC | KLA CORP | $184.3M | 125,525 | 0.32% | — |
| MS | MORGAN STANLEY | $183.4M | 1,122,601 | 0.32% | — |
| GILD | GILEAD SCIENCES INC | $182.9M | 1,333,114 | 0.31% | — |
| UNH | UNITEDHEALTH GROUP INC | $182.8M | 639,995 | 0.31% | — |
| PANW | PALO ALTO NETWORKS INC | $182.4M | 1,136,004 | 0.31% | — |
| APH | AMPHENOL CORP NEW | $181.9M | 1,439,828 | 0.31% | — |
| DLR | DIGITAL RLTY TR INC | $180.5M | 1,002,207 | 0.31% | — |
| TJX | TJX COS INC NEW | $176.5M | 1,112,452 | 0.30% | — |
| NEM | NEWMONT CORP | $175.5M | 1,625,668 | 0.30% | — |
| VZ | VERIZON COMMUNICATIONS INC | $173.8M | 3,483,402 | 0.30% | — |
| UBER | UBER TECHNOLOGIES INC | $171.5M | 2,383,962 | 0.30% | — |
| LOW | LOWES COS INC | $171.3M | 725,342 | 0.29% | — |
| AMGN | AMGEN INC | $170.2M | 486,294 | 0.29% | — |
| GE | GE AEROSPACE | $168.5M | 602,721 | 0.29% | — |
| TXN | TEXAS INSTRS INC | $162.4M | 837,567 | 0.28% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $157.4M | 319,489 | 0.27% | — |
| ISRG | INTUITIVE SURGICAL INC | $153.3M | 332,931 | 0.26% | — |
| GS | GOLDMAN SACHS GROUP INC | $152.6M | 182,938 | 0.26% | — |
| TT | TRANE TECHNOLOGIES PLC | $151.9M | 364,939 | 0.26% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $151.0M | 338,347 | 0.26% | — |
| DE | DEERE & CO | $150.1M | 267,550 | 0.26% | — |
| INTC | INTEL CORP | $149.9M | 3,408,361 | 0.26% | — |
| T | AT&T INC | $149.3M | 5,164,794 | 0.26% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $146.9M | 302,984 | 0.25% | — |
| ABT | ABBOTT LABS | $145.4M | 1,413,906 | 0.25% | — |
| ETN | EATON CORP PLC | $141.1M | 394,816 | 0.24% | — |
| SYK | STRYKER CORPORATION | $140.8M | 428,365 | 0.24% | — |
| MDT | MEDTRONIC PLC | $140.1M | 1,617,050 | 0.24% | — |
| NOW | SERVICENOW INC | $139.4M | 1,325,980 | 0.24% | — |
| DHR | DANAHER CORPORATION | $138.1M | 725,231 | 0.24% | — |
| GEV | GE VERNOVA INC | $137.9M | 158,035 | 0.24% | — |
| TMUS | T-MOBILE US INC | $128.4M | 617,232 | 0.22% | — |
| WDC | WESTERN DIGITAL CORP | $127.7M | 473,874 | 0.22% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $127.0M | 1,752,912 | 0.22% | — |
| CMCSA | COMCAST CORP NEW | $125.8M | 4,364,823 | 0.22% | — |
| C | CITIGROUP INC | $123.9M | 1,098,177 | 0.21% | — |
| PM | PHILIP MORRIS INTL INC | $121.3M | 743,842 | 0.21% | — |
| ANET | ARISTA NETWORKS INC | $119.6M | 973,747 | 0.21% | — |
| PGR | PROGRESSIVE CORP | $119.4M | 602,162 | 0.21% | — |
| SCHW | SCHWAB CHARLES CORP | $118.5M | 1,265,779 | 0.20% | — |
| PFE | PFIZER INC | $116.0M | 4,127,247 | 0.20% | — |
| HONGBP | HONEYWELL INTL INC | $115.3M | 510,795 | 0.20% | — |
| EW | EDWARDS LIFESCIENCES CORP | $114.8M | 1,433,495 | 0.20% | — |
| ACN | ACCENTURE PLC IRELAND | $114.6M | 572,422 | 0.20% | — |
| ADSK | AUTODESK INC | $114.5M | 478,006 | 0.20% | — |
| UNP | UNION PAC CORP | $113.8M | 469,752 | 0.20% | — |
| CB | CHUBB LIMITED | $112.7M | 346,451 | 0.19% | — |
| BLK | BLACKROCK INC | $110.4M | 114,744 | 0.19% | — |
| APP | APPLOVIN CORP | $109.9M | 276,124 | 0.19% | — |
| MSI | MOTOROLA SOLUTIONS INC | $109.2M | 251,750 | 0.19% | — |
| BKR | BAKER HUGHES COMPANY | $108.3M | 1,777,297 | 0.19% | — |
| MRVL | MARVELL TECHNOLOGY INC | $103.5M | 1,046,576 | 0.18% | — |
| COP | CONOCOPHILLIPS | $103.1M | 782,451 | 0.18% | — |
| ZTS | ZOETIS INC | $102.7M | 867,764 | 0.18% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $102.2M | 1,682,461 | 0.18% | — |
| ADP | AUTOMATIC DATA PROCESSING IN | $101.8M | 499,572 | 0.18% | — |
| ULTA | ULTA BEAUTY INC | $100.8M | 192,870 | 0.17% | — |
| HWM | HOWMET AEROSPACE INC | $100.0M | 438,350 | 0.17% | — |
| RTX | RTX CORPORATION | $99.7M | 520,269 | 0.17% | — |
| CACC | CREDIT ACCEP CORP MICH | $98.0M | 231,331 | 0.17% | — |
| MRSH | MARSH & MCLENNAN COS INC | $97.0M | 555,673 | 0.17% | — |
| BSX | BOSTON SCIENTIFIC CORP | $96.7M | 1,541,012 | 0.17% | — |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $96.6M | 1,541,104 | 0.17% | — |
| MCK | MCKESSON CORP | $93.6M | 108,494 | 0.16% | — |
| MDLZ | MONDELEZ INTL INC | $92.9M | 1,607,980 | 0.16% | — |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $91.2M | 127 | 0.16% | — |
| CME | CME GROUP INC | $91.0M | 308,628 | 0.16% | — |
| ECL | ECOLAB INC | $90.8M | 342,222 | 0.16% | — |
| ELV | ELEVANCE HEALTH INC | $90.2M | 284,878 | 0.16% | — |
| UPS | UNITED PARCEL SERVICE INC | $88.1M | 888,665 | 0.15% | — |
| CSX | CSX CORP | $88.0M | 2,145,340 | 0.15% | — |
| ICE | INTERCONTINENTAL EXCHANGE IN | $85.4M | 543,463 | 0.15% | — |
| WM | WASTE MGMT INC DEL | $85.2M | 370,999 | 0.15% | — |
| REGN | REGENERON PHARMACEUTICALS | $84.9M | 109,720 | 0.15% | — |
| GPN 1.5 03/01/31 | GLOBAL PMTS INC | $84.1M | 95,440,000 | 0.14% | — |
| VTR | VENTAS INC | $83.6M | 1,023,216 | 0.14% | — |
| BNY | BANK NEW YORK MELLON CORP | $83.4M | 705,324 | 0.14% | — |
| VRT | VERTIV HOLDINGS CO | $82.5M | 329,060 | 0.14% | — |
| SLB | SCHLUMBERGER LTD | $81.6M | 1,587,193 | 0.14% | — |
| VLO | VALERO ENERGY CORP | $81.3M | 329,875 | 0.14% | — |
| AZO | AUTOZONE INC | $80.7M | 23,903 | 0.14% | — |
| PAYC | PAYCOM SOFTWARE INC | $79.9M | 657,119 | 0.14% | — |
| SNPS | SYNOPSYS INC | $79.9M | 201,086 | 0.14% | — |
| CI | THE CIGNA GROUP | $79.8M | 298,483 | 0.14% | — |
| MCO | MOODYS CORP | $79.2M | 181,695 | 0.14% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $79.1M | 853,687 | 0.14% | — |
| SBUX | STARBUCKS CORP | $78.6M | 875,860 | 0.14% | — |
| CRWD | CROWDSTRIKE HLDGS INC | $78.5M | 201,164 | 0.13% | — |
| SHW | SHERWIN WILLIAMS CO | $77.7M | 242,752 | 0.13% | — |
| PH | PARKER-HANNIFIN CORP | $75.8M | 84,969 | 0.13% | — |
| PWR | QUANTA SVCS INC | $75.5M | 138,010 | 0.13% | — |
| EA* | ELECTRONIC ARTS INC | $74.5M | 366,168 | 0.13% | — |
| FERG | FERGUSON ENTERPRISES INC | $74.1M | 317,664 | 0.13% | — |
| AJG | GALLAGHER ARTHUR J & CO | $73.8M | 340,214 | 0.13% | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $73.5M | 264,526 | 0.13% | — |
| TRV | TRAVELERS COMPANIES INC | $73.3M | 253,256 | 0.13% | — |
| SPG | SIMON PPTY GROUP INC NEW | $73.2M | 392,538 | 0.13% | — |
This table is the 150 largest positions by value, out of 2,062 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.
This manager also disclosed 7 options positions with a combined notional of $2.5M. Notional is not ownership, so it is excluded from the book value above rather than folded in to make the fund look bigger.
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 Universal- Beteiligungs- und Servicegesellschaft mbH (CIK 2057170, accession 0002057170-26-000020). 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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