13F holdings
WESTFIELD CAPITAL MANAGEMENT CO LP portfolio
Managed by . 250 reported positions worth $23.8B as of 2026-03-31, filed with the SEC on 2026-05-11. Parsed from the filing itself, not a reseller.
$23.8B
Book value
250
Positions
30%
Top 10 weight
+46
New this quarter
-37
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 (46)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $130.3M | 459,044 | 0.55% |
| AS | AMER SPORTS INC | $129.6M | 3,937,521 | 0.54% |
| AIG | AMERICAN INTL GROUP INC | $109.8M | 1,458,711 | 0.46% |
| JLL | JONES LANG LASALLE INC | $105.8M | 347,779 | 0.44% |
| ROST | ROSS STORES INC | $102.2M | 471,916 | 0.43% |
| WWD | WOODWARD INC | $97.4M | 272,185 | 0.41% |
| ANET | ARISTA NETWORKS INC | $95.8M | 780,402 | 0.40% |
| LTH | LIFE TIME GROUP HOLDINGS INC | $85.8M | 3,185,515 | 0.36% |
| MS | MORGAN STANLEY | $81.7M | 496,558 | 0.34% |
| MTZ | MASTEC INC | $80.4M | 249,980 | 0.34% |
| GWRE | GUIDEWIRE SOFTWARE INC | $72.8M | 486,581 | 0.31% |
| LOW | LOWES COS INC | $71.1M | 300,962 | 0.30% |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $70.5M | 2,202,913 | 0.30% |
| MCHP | MICROCHIP TECHNOLOGY INC. | $62.7M | 970,295 | 0.26% |
| IBP | INSTALLED BLDG PRODS INC | $55.2M | 208,248 | 0.23% |
| GKOS | GLAUKOS CORP | $51.9M | 482,219 | 0.22% |
| CDE | COEUR MNG INC | $51.4M | 2,738,846 | 0.22% |
| MAR | MARRIOTT INTL INC NEW | $50.1M | 153,219 | 0.21% |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $49.6M | 94,813 | 0.21% |
| NXPI | NXP SEMICONDUCTORS N V | $48.8M | 247,996 | 0.20% |
| PL | PLANET LABS PBC | $45.8M | 1,637,041 | 0.19% |
| ENTG | ENTEGRIS INC | $43.6M | 371,686 | 0.18% |
| RIOT | RIOT PLATFORMS INC | $43.3M | 3,499,880 | 0.18% |
| CPAY | CORPAY INC | $41.6M | 143,120 | 0.17% |
| MU | MICRON TECHNOLOGY INC | $33.9M | 100,434 | 0.14% |
Closed out (37)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| CVLT | COMMVAULT SYS INC | $132.5M | 1,057,077 | 0.00% |
| TEAM | ATLASSIAN CORPORATION | $131.7M | 812,215 | 0.00% |
| ADMA | ADMA BIOLOGICS INC | $127.6M | 6,992,907 | 0.00% |
| ALKT | ALKAMI TECHNOLOGY INC | $95.0M | 4,118,355 | 0.00% |
| ORCL | ORACLE CORP | $92.5M | 474,397 | 0.00% |
| BURL | BURLINGTON STORES INC | $87.3M | 302,307 | 0.00% |
| DKNG | DRAFTKINGS INC NEW | $82.1M | 2,383,054 | 0.00% |
| TRU | TRANSUNION | $80.1M | 933,553 | 0.00% |
| VMC | VULCAN MATLS CO | $72.5M | 254,044 | 0.00% |
| SLAB | SILICON LABORATORIES INC | $71.5M | 547,403 | 0.00% |
| AJG | GALLAGHER ARTHUR J & CO | $67.2M | 259,491 | 0.00% |
| OWL | BLUE OWL CAPITAL INC | $66.1M | 4,423,608 | 0.00% |
| PRI | PRIMERICA INC | $60.6M | 234,597 | 0.00% |
| IRTC | IRHYTHM TECHNOLOGIES INC | $57.7M | 325,063 | 0.00% |
| BIO | BIO RAD LABS INC | $50.0M | 165,107 | 0.00% |
| FNB | F N B CORP | $49.6M | 2,903,113 | 0.00% |
| BLDR | BUILDERS FIRSTSOURCE INC | $48.9M | 475,697 | 0.00% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $42.0M | 814,334 | 0.00% |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $39.4M | 2,388,660 | 0.00% |
| RBLX | ROBLOX CORP | $37.4M | 461,670 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $34.0M | 471,127 | 0.00% |
| FORM | FORMFACTOR INC | $25.1M | 449,604 | 0.00% |
| BCYC | BICYCLE THERAPEUTICS PLC | $21.4M | 3,016,026 | 0.00% |
| IUSG | ISHARES TR | $11.2M | 66,532 | 0.00% |
| CTAS | CINTAS CORP | $7.9M | 42,271 | 0.00% |
Added to (101)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.1B | 6,317,039 | 4.62% | +6% |
| FTAI | FTAI AVIATION LTD | $697.8M | 2,848,227 | 2.93% | +21% |
| MSFT | MICROSOFT CORP | $610.6M | 1,649,513 | 2.56% | +2% |
| HWM | HOWMET AEROSPACE INC | $527.7M | 2,289,697 | 2.21% | +3% |
| AXON | AXON ENTERPRISE INC | $451.9M | 1,064,134 | 1.90% | +28% |
| AVGO | BROADCOM INC | $382.8M | 1,236,925 | 1.61% | +11% |
| LLY | ELI LILLY & CO | $335.3M | 364,579 | 1.41% | +31% |
| TPR | TAPESTRY INC | $310.3M | 2,198,862 | 1.30% | +5% |
| LPLA | LPL FINL HLDGS INC | $265.2M | 881,506 | 1.11% | +41% |
| MKSI | MKS INC. | $240.6M | 1,046,763 | 1.01% | +25% |
| INSM | INSMED INC | $240.1M | 1,468,459 | 1.01% | +240% |
| PCVX | VAXCYTE INC | $211.9M | 3,646,138 | 0.89% | +3% |
| RKLB | ROCKET LAB CORP | $203.7M | 3,172,611 | 0.85% | +22% |
| NFLX | NETFLIX INC. | $189.4M | 1,969,994 | 0.79% | +23% |
| APG | API GROUP CORP | $187.8M | 4,634,929 | 0.79% | +34% |
Trimmed (73)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| PODD | INSULET CORP | $352,894 | 1,682 | 0.00% | -100% |
| UNH | UNITEDHEALTH GROUP INC | $748,723 | 2,767 | 0.00% | -99% |
| WCN | WASTE CONNECTIONS INC | $725,457 | 4,466 | 0.00% | -99% |
| DXCM | DEXCOM INC | $1.7M | 27,074 | 0.01% | -98% |
| AMD | ADVANCED MICRO DEVICES INC | $1.0M | 5,020 | 0.00% | -98% |
| ABBV | ABBVIE INC | $2.3M | 10,619 | 0.01% | -97% |
| GENI | GENIUS SPORTS LIMITED | $917,675 | 207,150 | 0.00% | -97% |
| RMBS | RAMBUS INC DEL | $1.2M | 14,436 | 0.01% | -96% |
| HEI/A | HEICO CORP NEW | $4.2M | 20,130 | 0.02% | -95% |
| TT | TRANE TECHNOLOGIES PLC | $6.6M | 15,841 | 0.03% | -87% |
| MASI* | MASIMO CORP | $60.7M | 341,229 | 0.25% | -78% |
| BAC | BANK AMERICA CORP | $52.0M | 1,066,885 | 0.22% | -72% |
| IWF | ISHARES TR | $1.7M | 4,085 | 0.01% | -69% |
| DHR | DANAHER CORP DEL | $20.9M | 110,492 | 0.09% | -66% |
| HQY | HEALTHEQUITY INC | $59.6M | 712,848 | 0.25% | -63% |
The book
Largest 150 of 250 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1.1B | 6,317,039 | 4.62% | — |
| ASCENDIS PHARMA A/S | ASCENDIS PHARMA A/S | $1.1B | 4,813,440 | 4.62% | — |
| FIX | COMFORT SYS USA INC | $856.2M | 620,915 | 3.59% | — |
| AAPL | APPLE INC | $795.2M | 3,133,113 | 3.34% | — |
| FTAI | FTAI AVIATION LTD | $697.8M | 2,848,227 | 2.93% | — |
| MSFT | MICROSOFT CORP | $610.6M | 1,649,513 | 2.56% | — |
| GOOGL | ALPHABET INC | $582.8M | 2,026,744 | 2.45% | — |
| HWM | HOWMET AEROSPACE INC | $527.7M | 2,289,697 | 2.21% | — |
| VRT | VERTIV HOLDINGS CO | $481.5M | 1,921,696 | 2.02% | — |
| AMZN | AMAZON COM INC | $474.8M | 2,279,654 | 1.99% | — |
| AXON | AXON ENTERPRISE INC | $451.9M | 1,064,134 | 1.90% | — |
| AVGO | BROADCOM INC | $382.8M | 1,236,925 | 1.61% | — |
| LLY | ELI LILLY & CO | $335.3M | 364,579 | 1.41% | — |
| TPR | TAPESTRY INC | $310.3M | 2,198,862 | 1.30% | — |
| META | META PLATFORMS INC | $301.4M | 526,822 | 1.26% | — |
| LPLA | LPL FINL HLDGS INC | $265.2M | 881,506 | 1.11% | — |
| MKSI | MKS INC. | $240.6M | 1,046,763 | 1.01% | — |
| INSM | INSMED INC | $240.1M | 1,468,459 | 1.01% | — |
| PCVX | VAXCYTE INC | $211.9M | 3,646,138 | 0.89% | — |
| RKLB | ROCKET LAB CORP | $203.7M | 3,172,611 | 0.85% | — |
| NFLX | NETFLIX INC. | $189.4M | 1,969,994 | 0.79% | — |
| APG | API GROUP CORP | $187.8M | 4,634,929 | 0.79% | — |
| PWR | QUANTA SVCS INC | $182.2M | 331,816 | 0.76% | — |
| GEV | GE VERNOVA INC | $174.0M | 199,306 | 0.73% | — |
| ARES | ARES MANAGEMENT CORPORATION | $171.6M | 1,572,787 | 0.72% | — |
| RYTM | RHYTHM PHARMACEUTICALS INC | $167.8M | 1,929,123 | 0.70% | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $166.8M | 493,504 | 0.70% | — |
| MRVL | MARVELL TECHNOLOGY INC | $165.7M | 1,673,381 | 0.70% | — |
| BE | BLOOM ENERGY CORP | $161.4M | 1,191,572 | 0.68% | — |
| IOT | SAMSARA INC | $160.8M | 5,072,821 | 0.67% | — |
| AME | AMETEK INC | $159.9M | 745,832 | 0.67% | — |
| PR | PERMIAN RESOURCES CORP | $159.5M | 7,481,457 | 0.67% | — |
| DT | DYNATRACE INC | $155.7M | 4,209,594 | 0.65% | — |
| RVMD | REVOLUTION MEDICINES INC | $151.4M | 1,556,578 | 0.64% | — |
| NTRA | NATERA INC | $150.9M | 754,729 | 0.63% | — |
| FN | FABRINET | $148.6M | 284,874 | 0.62% | — |
| ABVX | ABIVAX SA | $147.3M | 1,322,938 | 0.62% | — |
| NOW | SERVICENOW INC | $145.8M | 1,394,187 | 0.61% | — |
| FTI | TECHNIPFMC PLC | $140.6M | 2,033,755 | 0.59% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $139.2M | 505,765 | 0.58% | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $139.1M | 457,425 | 0.58% | — |
| V | VISA INC | $138.0M | 456,548 | 0.58% | — |
| COR | CENCORA INC | $137.3M | 436,909 | 0.58% | — |
| ITT | ITT INC | $134.0M | 703,309 | 0.56% | — |
| CELH | CELSIUS HLDGS INC | $133.7M | 3,768,911 | 0.56% | — |
| NXT | NEXTPOWER INC | $133.5M | 1,107,346 | 0.56% | — |
| LNG | CHENIERE ENERGY INC | $130.3M | 459,044 | 0.55% | — |
| AS | AMER SPORTS INC | $129.6M | 3,937,521 | 0.54% | — |
| RRX | REGAL REXNORD CORPORATION | $127.7M | 681,717 | 0.54% | — |
| MSCI | MSCI INC | $126.0M | 233,764 | 0.53% | — |
| GH | GUARDANT HEALTH INC | $125.9M | 1,362,539 | 0.53% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $123.6M | 810,710 | 0.52% | — |
| TSLA | TESLA INC | $117.5M | 316,102 | 0.49% | — |
| GL | GLOBE LIFE INC | $117.2M | 842,423 | 0.49% | — |
| BROS | DUTCH BROS INC | $117.2M | 2,313,357 | 0.49% | — |
| NET | CLOUDFLARE INC | $111.7M | 541,566 | 0.47% | — |
| ROKU | ROKU INC | $111.5M | 1,178,219 | 0.47% | — |
| XPO | XPO INC | $111.3M | 571,992 | 0.47% | — |
| FITB | FIFTH THIRD BANCORP | $110.8M | 2,385,422 | 0.46% | — |
| P | EVERPURE INC | $110.7M | 1,874,763 | 0.46% | — |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $110.2M | 1,563,146 | 0.46% | — |
| AIG | AMERICAN INTL GROUP INC | $109.8M | 1,458,711 | 0.46% | — |
| SNOW | SNOWFLAKE INC | $108.4M | 718,810 | 0.45% | — |
| PRIM | PRIMORIS SVCS CORP | $106.3M | 743,269 | 0.45% | — |
| JLL | JONES LANG LASALLE INC | $105.8M | 347,779 | 0.44% | — |
| LGN | LEGENCE CORP | $105.1M | 1,861,653 | 0.44% | — |
| LEGN | LEGEND BIOTECH CORP | $104.3M | 5,763,475 | 0.44% | — |
| KEY | KEYCORP | $104.1M | 5,193,334 | 0.44% | — |
| ROST | ROSS STORES INC | $102.2M | 471,916 | 0.43% | — |
| PLMR | PALOMAR HLDGS INC | $102.1M | 854,116 | 0.43% | — |
| PANW | PALO ALTO NETWORKS INC | $102.0M | 636,483 | 0.43% | — |
| FANG | DIAMONDBACK ENERGY INC | $99.6M | 503,474 | 0.42% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $98.7M | 674,557 | 0.41% | — |
| SMTC | SEMTECH CORP | $98.5M | 1,280,594 | 0.41% | — |
| WWD | WOODWARD INC | $97.4M | 272,185 | 0.41% | — |
| ANET | ARISTA NETWORKS INC | $95.8M | 780,402 | 0.40% | — |
| AZO | AUTOZONE INC | $95.8M | 28,363 | 0.40% | — |
| SN | SHARKNINJA INC | $95.8M | 904,541 | 0.40% | — |
| COHR | COHERENT CORP | $94.5M | 396,644 | 0.40% | — |
| ALAB | ASTERA LABS INC | $94.3M | 860,113 | 0.40% | — |
| BRZE | BRAZE INC | $93.8M | 3,973,906 | 0.39% | — |
| JBL | JABIL INC | $92.8M | 349,209 | 0.39% | — |
| LECO | LINCOLN ELEC HLDGS INC | $89.2M | 358,165 | 0.37% | — |
| IMAX | IMAX CORP | $88.9M | 2,338,776 | 0.37% | — |
| WGS | GENEDX HOLDINGS CORP | $87.9M | 1,369,108 | 0.37% | — |
| GRMN | GARMIN LTD | $87.3M | 376,362 | 0.37% | — |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $86.9M | 926,219 | 0.36% | — |
| FFIV | F5 INC | $86.4M | 298,542 | 0.36% | — |
| EWBC | EAST WEST BANCORP INC | $86.0M | 805,956 | 0.36% | — |
| LTH | LIFE TIME GROUP HOLDINGS INC | $85.8M | 3,185,515 | 0.36% | — |
| BIRK | BIRKENSTOCK HOLDING PLC | $83.8M | 2,338,779 | 0.35% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $82.0M | 887,999 | 0.34% | — |
| MS | MORGAN STANLEY | $81.7M | 496,558 | 0.34% | — |
| XENE | XENON PHARMACEUTICALS INC | $81.5M | 1,401,483 | 0.34% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $81.2M | 245,539 | 0.34% | — |
| FCFS | FIRSTCASH HOLDINGS INC | $81.2M | 431,993 | 0.34% | — |
| IEX | IDEX CORP | $80.8M | 426,019 | 0.34% | — |
| MTZ | MASTEC INC | $80.4M | 249,980 | 0.34% | — |
| HLI | HOULIHAN LOKEY INC | $78.1M | 543,611 | 0.33% | — |
| PLXS | PLEXUS CORP | $77.9M | 384,493 | 0.33% | — |
| KRMN | KARMAN HLDGS INC | $77.2M | 964,305 | 0.32% | — |
| AIT | APPLIED INDL TECHNOLOGIES IN | $76.7M | 289,201 | 0.32% | — |
| TRGP | TARGA RES CORP | $76.5M | 304,997 | 0.32% | — |
| CALX | CALIX INC | $75.7M | 1,546,101 | 0.32% | — |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $75.5M | 5,436,718 | 0.32% | — |
| WYNN | WYNN RESORTS LTD | $75.1M | 740,013 | 0.32% | — |
| CLH | CLEAN HARBORS INC | $74.9M | 261,092 | 0.31% | — |
| IDXX | IDEXX LABS INC | $74.7M | 132,860 | 0.31% | — |
| VST | VISTRA CORP | $74.4M | 494,875 | 0.31% | — |
| ROK | ROCKWELL AUTOMATION INC | $74.0M | 206,277 | 0.31% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $72.8M | 486,581 | 0.31% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $71.3M | 429,500 | 0.30% | — |
| LOW | LOWES COS INC | $71.1M | 300,962 | 0.30% | — |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $70.5M | 2,202,913 | 0.30% | — |
| CSX | CSX CORP | $68.1M | 1,658,299 | 0.29% | — |
| ONTO | ONTO INNOVATION INC | $67.0M | 326,960 | 0.28% | — |
| DASH | DOORDASH INC | $66.7M | 443,921 | 0.28% | — |
| RRR | RED ROCK RESORTS INC | $65.5M | 1,228,158 | 0.27% | — |
| CWST | CASELLA WASTE SYS INC | $65.3M | 822,492 | 0.27% | — |
| PKG | PACKAGING CORP AMER | $64.5M | 303,771 | 0.27% | — |
| WTFC | WINTRUST FINL CORP | $63.2M | 455,222 | 0.27% | — |
| MCHP | MICROCHIP TECHNOLOGY INC. | $62.7M | 970,295 | 0.26% | — |
| MASI* | MASIMO CORP | $60.7M | 341,229 | 0.25% | — |
| ZS | ZSCALER INC | $60.0M | 427,919 | 0.25% | — |
| HQY | HEALTHEQUITY INC | $59.6M | 712,848 | 0.25% | — |
| DSGX | DESCARTES SYS GROUP INC | $57.4M | 801,902 | 0.24% | — |
| PCOR | PROCORE TECHNOLOGIES INC | $57.1M | 1,001,253 | 0.24% | — |
| AVNT | AVIENT CORPORATION | $57.0M | 1,569,468 | 0.24% | — |
| HUBS | HUBSPOT INC | $56.9M | 232,976 | 0.24% | — |
| STEP | STEPSTONE GROUP INC | $56.2M | 1,177,971 | 0.24% | — |
| IBP | INSTALLED BLDG PRODS INC | $55.2M | 208,248 | 0.23% | — |
| COCO | VITA COCO CO INC | $55.2M | 1,151,933 | 0.23% | — |
| SAIA | SAIA INC | $54.7M | 155,600 | 0.23% | — |
| MCO | MOODYS CORP | $53.9M | 123,603 | 0.23% | — |
| SNPS | SYNOPSYS INC | $52.7M | 132,848 | 0.22% | — |
| PH | PARKER-HANNIFIN CORP | $52.4M | 58,489 | 0.22% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $52.3M | 563,422 | 0.22% | — |
| BLD* | TOPBUILD COR | $52.2M | 148,581 | 0.22% | — |
| BAC | BANK AMERICA CORP | $52.0M | 1,066,885 | 0.22% | — |
| GKOS | GLAUKOS CORP | $51.9M | 482,219 | 0.22% | — |
| KKR | KKR & CO INC | $51.6M | 558,136 | 0.22% | — |
| CDE | COEUR MNG INC | $51.4M | 2,738,846 | 0.22% | — |
| CRM | SALESFORCE INC | $50.8M | 271,963 | 0.21% | — |
| MAR | MARRIOTT INTL INC NEW | $50.1M | 153,219 | 0.21% | — |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $49.6M | 94,813 | 0.21% | — |
| AFRM | AFFIRM HLDGS INC | $49.5M | 1,080,636 | 0.21% | — |
| NXPI | NXP SEMICONDUCTORS N V | $48.8M | 247,996 | 0.20% | — |
| JBHT | HUNT J B TRANS SVCS INC | $48.4M | 228,577 | 0.20% | — |
| DORM | DORMAN PRODS INC | $48.1M | 461,282 | 0.20% | — |
| TOST | TOAST INC | $47.5M | 1,790,873 | 0.20% | — |
This table is the 150 largest positions by value, out of 250 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 WESTFIELD CAPITAL MANAGEMENT CO LP (CIK 1177719, accession 0001177719-26-000018). 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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