13F holdings
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC portfolio
Managed by . 413 reported positions worth $30.3B as of 2026-03-31, filed with the SEC on 2026-05-08. Parsed from the filing itself, not a reseller.
$30.3B
Book value
413
Positions
31%
Top 10 weight
+47
New this quarter
-47
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 (47)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $377.3M | 1,942,155 | 1.25% |
| AKAM | AKAMAI TECHNOLOGIES INC | $185.9M | 1,619,060 | 0.61% |
| BWA | BORGWARNER INC | $156.5M | 2,884,062 | 0.52% |
| APH | AMPHENOL CORP | $136.1M | 1,077,434 | 0.45% |
| POWI | POWER INTEGRATIONS INC | $121.9M | 2,380,677 | 0.40% |
| SYNA | SYNAPTICS INC | $111.1M | 1,586,244 | 0.37% |
| LFUS | LITTELFUSE INC | $103.4M | 304,575 | 0.34% |
| NBHC | NATIONAL BK HLDGS CORP | $96.9M | 2,474,861 | 0.32% |
| BIRK | BIRKENSTOCK HOLDING PLC | $92.3M | 2,575,402 | 0.30% |
| KMT | KENNAMETAL INC | $89.7M | 2,482,535 | 0.30% |
| GH | GUARDANT HEALTH INC | $87.9M | 951,114 | 0.29% |
| CASY | CASEYS GEN STORES INC | $86.0M | 118,098 | 0.28% |
| CFR | CULLEN FROST BANKERS INC | $83.9M | 611,831 | 0.28% |
| TXN | TEXAS INSTRS INC | $82.4M | 424,195 | 0.27% |
| CYTK | CYTOKINETICS INC | $71.7M | 1,087,591 | 0.24% |
| APG | API GROUP CORP | $70.5M | 1,740,449 | 0.23% |
| SCCO | SOUTHERN COPPER CORP | $63.3M | 367,998 | 0.21% |
| SAIA | SAIA INC | $59.8M | 170,145 | 0.20% |
| TEX | TEREX CORP NEW | $50.4M | 853,618 | 0.17% |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $42.9M | 1,425,667 | 0.14% |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $42.0M | 556,283 | 0.14% |
| MAR | MARRIOTT INTL INC NEW | $27.7M | 84,631 | 0.09% |
| CATY | CATHAY GEN BANCORP | $26.6M | 533,448 | 0.09% |
| MDA | MDA SPACE LTD | $24.4M | 963,494 | 0.08% |
| MGRC | MCGRATH RENTCORP | $24.2M | 219,784 | 0.08% |
Closed out (47)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| SE | SEA LTD | $302.4M | 2,370,876 | 0.00% |
| WAY | WAYSTAR HLDG CORP | $173.0M | 5,282,220 | 0.00% |
| AM6 | AMICUS THERAPEUTICS INC | $151.3M | 10,627,717 | 0.00% |
| WAL | WESTERN ALLIANCE BANCORP | $143.9M | 1,711,503 | 0.00% |
| CWAN | CLEARWATER ANALYTICS HLDGS I | $141.8M | 5,880,506 | 0.00% |
| TER | TERADYNE INC | $132.5M | 684,578 | 0.00% |
| OWL | BLUE OWL CAPITAL INC | $113.8M | 7,615,956 | 0.00% |
| EXLS | EXLSERVICE HOLDINGS INC | $109.7M | 2,584,072 | 0.00% |
| PEN | PENUMBRA INC | $107.6M | 345,974 | 0.00% |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $96.1M | 1,835,120 | 0.00% |
| CADE | CADENCE BANK | $91.6M | 2,137,482 | 0.00% |
| MZTI | MARZETTI COMPANY | $90.0M | 547,629 | 0.00% |
| TME | TENCENT MUSIC ENTMT GROUP | $63.0M | 3,592,177 | 0.00% |
| CECO | CECO ENVIRONMENTAL CORP | $42.3M | 706,273 | 0.00% |
| GXO | GXO LOGISTICS INCORPORATED | $32.6M | 618,514 | 0.00% |
| CTRE | CARETRUST REIT INC | $30.2M | 835,850 | 0.00% |
| RMBS | RAMBUS INC DEL | $29.1M | 316,397 | 0.00% |
| DBRG | DIGITALBRIDGE GROUP INC | $28.6M | 1,865,445 | 0.00% |
| SRAD | SPORTRADAR GROUP AG | $26.6M | 1,118,791 | 0.00% |
| ELME | ELME COMMUNITIES | $25.5M | 1,463,037 | 0.00% |
| HAE | HAEMONETICS CORP MASS | $25.2M | 314,654 | 0.00% |
| EXTR | EXTREME NETWORKS | $24.6M | 1,479,635 | 0.00% |
| AWI | ARMSTRONG WORLD INDS INC NEW | $23.3M | 121,752 | 0.00% |
| WINA | WINMARK CORP | $21.0M | 51,781 | 0.00% |
| ESE | ESCO TECHNOLOGIES INC | $19.1M | 97,783 | 0.00% |
Added to (148)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NOW | SERVICENOW INC | $248.0M | 2,371,614 | 0.82% | +10% |
| PRMB | PRIMO BRANDS CORPORATION | $245.8M | 13,056,192 | 0.81% | +3% |
| MLI | MUELLER INDS INC | $233.8M | 2,109,729 | 0.77% | +19% |
| INTU | INTUIT | $230.8M | 533,736 | 0.76% | +21% |
| NXT | NEXTPOWER INC | $195.6M | 1,622,489 | 0.65% | +19% |
| ARGX | ARGENX SE | $194.4M | 266,067 | 0.64% | +19% |
| FFIV | F5 INC | $188.0M | 649,948 | 0.62% | +18% |
| CHRW | C H ROBINSON WORLDWIDE IN | $173.0M | 1,041,658 | 0.57% | +138% |
| LOPE | GRAND CANYON ED INC | $166.6M | 979,734 | 0.55% | +116% |
| HALO | HALOZYME THERAPEUTICS INC | $163.3M | 2,525,975 | 0.54% | +37% |
| RRX | REGAL REXNORD CORPORATION | $156.8M | 837,493 | 0.52% | +10% |
| STRL | STERLING INFRASTRUCTURE INC | $131.7M | 323,421 | 0.44% | +684% |
| TECH | BIO-TECHNE CORP | $128.7M | 2,462,487 | 0.43% | +3% |
| CLH | CLEAN HARBORS INC | $127.0M | 443,098 | 0.42% | +31% |
| CMG | CHIPOTLE MEXICAN GRILL INC | $125.2M | 3,910,673 | 0.41% | +18% |
Trimmed (196)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CHE | CHEMED CORP NEW | $282,550 | 748 | 0.00% | -100% |
| CACI | CACI INTL INC | $406,815 | 748 | 0.00% | -99% |
| ACGL | ARCH CAP GROUP LTD | $706,774 | 7,363 | 0.00% | -99% |
| ORCL | ORACLE CORP | $8.2M | 55,726 | 0.03% | -96% |
| STELLAR BANCORP INC | STELLAR BANCORP INC | $1.3M | 34,788 | 0.00% | -93% |
| EFSC | ENTERPRISE FINL SVCS CORP | $1.2M | 22,933 | 0.00% | -91% |
| KFY | KORN FERRY | $2.5M | 39,865 | 0.01% | -90% |
| QTWO | Q2 HLDGS INC | $14.3M | 302,134 | 0.05% | -89% |
| VRRM | VERRA MOBILITY CORP | $5.6M | 388,617 | 0.02% | -89% |
| IWN | ISHARES TR | $95,174 | 502 | 0.00% | -87% |
| VITL | VITAL FARMS INC | $1.7M | 120,471 | 0.01% | -85% |
| TNET | TRINET GROUP INC | $2.3M | 63,429 | 0.01% | -84% |
| GRAB | GRAB HOLDINGS LIMITED | $13.6M | 3,706,898 | 0.04% | -84% |
| ICE | INTERCONTINENTAL EXCHANGE IN | $911,909 | 5,798 | 0.00% | -83% |
| LITE | LUMENTUM HLDGS INC | $18.7M | 26,579 | 0.06% | -81% |
The book
Largest 150 of 413 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.9B | 5,518,260 | 6.16% | — |
| NVDA | NVIDIA CORPORATION | $1.6B | 8,941,756 | 5.15% | — |
| AAPL | APPLE INC | $1.2B | 4,812,433 | 4.04% | — |
| MSFT | MICROSOFT CORP | $1.1B | 2,896,782 | 3.54% | — |
| GOOGL | ALPHABET INC | $720.2M | 2,504,605 | 2.38% | — |
| AVGO | BROADCOM INC | $681.4M | 2,201,558 | 2.25% | — |
| AMZN | AMAZON COM INC | $658.9M | 3,163,629 | 2.18% | — |
| META | META PLATFORMS INC | $579.6M | 1,013,122 | 1.92% | — |
| MA | MASTERCARD INCORPORATED | $530.0M | 1,060,651 | 1.75% | — |
| AZN | ASTRAZENECA PLC | $377.3M | 1,942,155 | 1.25% | — |
| LIN | LINDE PLC | $315.5M | 636,338 | 1.04% | — |
| CG | CARLYLE GROUP INC | $304.9M | 6,301,109 | 1.01% | — |
| COST | COSTCO WHOLESALE CORPORATION | $301.4M | 302,468 | 1.00% | — |
| ITUB | ITAU UNIBANCO HLDG S A | $265.6M | 31,684,708 | 0.88% | — |
| TWST | TWIST BIOSCIENCE CORP | $250.4M | 5,269,718 | 0.83% | — |
| NOW | SERVICENOW INC | $248.0M | 2,371,614 | 0.82% | — |
| PRMB | PRIMO BRANDS CORPORATION | $245.8M | 13,056,192 | 0.81% | — |
| MLI | MUELLER INDS INC | $233.8M | 2,109,729 | 0.77% | — |
| INTU | INTUIT | $230.8M | 533,736 | 0.76% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $212.7M | 2,935,247 | 0.70% | — |
| AMD | ADVANCED MICRO DEVICES INC | $212.1M | 1,042,594 | 0.70% | — |
| BAP | CREDICORP LTD | $211.2M | 622,690 | 0.70% | — |
| A | AGILENT TECHNOLOGIES INC | $204.7M | 1,795,764 | 0.68% | — |
| ORLY | OREILLY AUTOMOTIVE INC | $204.0M | 2,210,034 | 0.67% | — |
| BWXT | BWX TECHNOLOGIES INC | $200.8M | 981,782 | 0.66% | — |
| TRU | TRANSUNION | $200.0M | 2,891,187 | 0.66% | — |
| ONTO | ONTO INNOVATION INC | $197.7M | 964,213 | 0.65% | — |
| IDXX | IDEXX LABS INC | $197.6M | 351,621 | 0.65% | — |
| NXT | NEXTPOWER INC | $195.6M | 1,622,489 | 0.65% | — |
| ARGX | ARGENX SE | $194.4M | 266,067 | 0.64% | — |
| CAVA | CAVA GROUP INC | $193.7M | 2,393,971 | 0.64% | — |
| LSCC | LATTICE SEMICONDUCTOR CORP | $189.6M | 2,043,720 | 0.63% | — |
| FFIV | F5 INC | $188.0M | 649,948 | 0.62% | — |
| AKAM | AKAMAI TECHNOLOGIES INC | $185.9M | 1,619,060 | 0.61% | — |
| CCJ | CAMECO CORP | $182.7M | 1,682,303 | 0.60% | — |
| UNH | UNITEDHEALTH GROUP INC | $182.2M | 673,263 | 0.60% | — |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $178.3M | 340,519 | 0.59% | — |
| NU | NU HLDGS LTD | $176.3M | 12,267,600 | 0.58% | — |
| GMED | GLOBUS MED INC | $173.2M | 2,009,763 | 0.57% | — |
| CHRW | C H ROBINSON WORLDWIDE IN | $173.0M | 1,041,658 | 0.57% | — |
| P | EVERPURE INC | $170.1M | 2,881,481 | 0.56% | — |
| SNOW | SNOWFLAKE INC | $170.1M | 1,127,525 | 0.56% | — |
| TLN | TALEN ENERGY CORP | $167.7M | 525,214 | 0.55% | — |
| LOPE | GRAND CANYON ED INC | $166.6M | 979,734 | 0.55% | — |
| EG | EVEREST GROUP LTD | $165.4M | 506,166 | 0.55% | — |
| HALO | HALOZYME THERAPEUTICS INC | $163.3M | 2,525,975 | 0.54% | — |
| MLM | MARTIN MARIETTA MATLS INC | $160.4M | 272,392 | 0.53% | — |
| COHR | COHERENT CORP | $159.2M | 668,137 | 0.53% | — |
| CW | CURTISS WRIGHT CORP | $158.1M | 232,069 | 0.52% | — |
| RRX | REGAL REXNORD CORPORATION | $156.8M | 837,493 | 0.52% | — |
| BWA | BORGWARNER INC | $156.5M | 2,884,062 | 0.52% | — |
| CIEN | CIENA CORP | $154.7M | 398,579 | 0.51% | — |
| BWIN | THE BALDWIN INSURANCE GRP IN | $149.1M | 6,794,492 | 0.49% | — |
| INSM | INSMED INC | $147.6M | 902,666 | 0.49% | — |
| NVT | NVENT ELEC PLC | $145.9M | 1,233,874 | 0.48% | — |
| CPRT | COPART INC | $145.9M | 4,394,187 | 0.48% | — |
| HQY | HEALTHEQUITY INC | $138.7M | 1,659,616 | 0.46% | — |
| CRS | CARPENTER TECHNOLOGY CORP | $138.3M | 350,896 | 0.46% | — |
| DCI | DONALDSON INC | $137.1M | 1,615,349 | 0.45% | — |
| APH | AMPHENOL CORP | $136.1M | 1,077,434 | 0.45% | — |
| LECO | LINCOLN ELEC HLDGS INC | $133.2M | 534,851 | 0.44% | — |
| STRL | STERLING INFRASTRUCTURE INC | $131.7M | 323,421 | 0.44% | — |
| MELI | MERCADOLIBRE INC | $129.4M | 74,849 | 0.43% | — |
| TECH | BIO-TECHNE CORP | $128.7M | 2,462,487 | 0.43% | — |
| CLH | CLEAN HARBORS INC | $127.0M | 443,098 | 0.42% | — |
| CMG | CHIPOTLE MEXICAN GRILL INC | $125.2M | 3,910,673 | 0.41% | — |
| RS | RELIANCE INC | $122.6M | 403,487 | 0.41% | — |
| POWI | POWER INTEGRATIONS INC | $121.9M | 2,380,677 | 0.40% | — |
| EXP | EAGLE MATLS INC | $119.4M | 630,392 | 0.39% | — |
| DT | DYNATRACE INC | $119.4M | 3,229,051 | 0.39% | — |
| BSY | BENTLEY SYS INC | $116.7M | 3,322,723 | 0.39% | — |
| GKOS | GLAUKOS CORP | $115.6M | 1,073,819 | 0.38% | — |
| FHN | FIRST HORIZON CORPORATION | $115.1M | 5,058,092 | 0.38% | — |
| SN | SHARKNINJA INC | $113.7M | 1,073,384 | 0.38% | — |
| VEEV | VEEVA SYS INC | $113.0M | 643,325 | 0.37% | — |
| DOCS | DOXIMITY INC | $112.6M | 4,834,220 | 0.37% | — |
| SYNA | SYNAPTICS INC | $111.1M | 1,586,244 | 0.37% | — |
| EYE | NATIONAL VISION HLDGS INC | $109.4M | 4,225,766 | 0.36% | — |
| PLNT | PLANET FITNESS MASTER ISSUER | $108.0M | 1,452,642 | 0.36% | — |
| DBD | DIEBOLD NIXDORF INC | $107.6M | 1,426,464 | 0.36% | — |
| FRPT | FRESHPET INC | $106.9M | 1,813,185 | 0.35% | — |
| TIGO | MILLICOM INTL CELLULAR S A | $105.3M | 1,405,608 | 0.35% | — |
| KRYS | KRYSTAL BIOTECH INC | $105.2M | 407,178 | 0.35% | — |
| GTX | GARRETT MOTION INC | $104.7M | 5,762,697 | 0.35% | — |
| VRSK | VERISK ANALYTICS INC | $103.9M | 547,504 | 0.34% | — |
| LFUS | LITTELFUSE INC | $103.4M | 304,575 | 0.34% | — |
| APPF | APPFOLIO INC | $101.5M | 643,231 | 0.34% | — |
| CWST | CASELLA WASTE SYS INC | $99.7M | 1,257,092 | 0.33% | — |
| CHDN | CHURCHILL DOWNS INC | $98.2M | 1,093,389 | 0.32% | — |
| NBHC | NATIONAL BK HLDGS CORP | $96.9M | 2,474,861 | 0.32% | — |
| NOVT | NOVANTA INC | $92.5M | 783,084 | 0.31% | — |
| BIRK | BIRKENSTOCK HOLDING PLC | $92.3M | 2,575,402 | 0.30% | — |
| ALHC | ALIGNMENT HEALTHCARE INC | $91.9M | 5,214,614 | 0.30% | — |
| POOL | POOL CORP | $91.5M | 452,273 | 0.30% | — |
| STEP | STEPSTONE GROUP INC | $91.4M | 1,914,477 | 0.30% | — |
| WMS | ADVANCED DRAIN SYS INC DEL | $89.9M | 655,684 | 0.30% | — |
| KMT | KENNAMETAL INC | $89.7M | 2,482,535 | 0.30% | — |
| GH | GUARDANT HEALTH INC | $87.9M | 951,114 | 0.29% | — |
| ONB | OLD NATL BANCORP IND | $86.1M | 3,894,798 | 0.28% | — |
| FN | FABRINET | $86.0M | 164,830 | 0.28% | — |
| CASY | CASEYS GEN STORES INC | $86.0M | 118,098 | 0.28% | — |
| CFR | CULLEN FROST BANKERS INC | $83.9M | 611,831 | 0.28% | — |
| MANH | MANHATTAN ASSOCIATES INC | $83.8M | 629,317 | 0.28% | — |
| FSV | FIRSTSERVICE CORP NEW | $82.4M | 593,327 | 0.27% | — |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $82.4M | 1,003,452 | 0.27% | — |
| TXN | TEXAS INSTRS INC | $82.4M | 424,195 | 0.27% | — |
| PSN | PARSONS CORP DEL | $80.6M | 1,487,529 | 0.27% | — |
| TTE | TOTALENERGIES SE | $79.8M | 853,751 | 0.26% | — |
| EHC | ENCOMPASS HEALTH CORP | $77.7M | 803,151 | 0.26% | — |
| EVR | EVERCORE INC | $76.6M | 256,476 | 0.25% | — |
| LAUR | LAUREATE ED INC | $74.9M | 2,151,251 | 0.25% | — |
| PWP | PERELLA WEINBERG PARTNERS | $74.0M | 4,076,313 | 0.24% | — |
| TYL | TYLER TECHNOLOGIES INC | $73.9M | 215,748 | 0.24% | — |
| CART | MAPLEBEAR INC | $72.2M | 1,926,124 | 0.24% | — |
| CYTK | CYTOKINETICS INC | $71.7M | 1,087,591 | 0.24% | — |
| APG | API GROUP CORP | $70.5M | 1,740,449 | 0.23% | — |
| MAREX GROUP PLC | MAREX GROUP PLC | $69.8M | 1,566,181 | 0.23% | — |
| FLS | FLOWSERVE CORP | $67.9M | 924,173 | 0.22% | — |
| SCCO | SOUTHERN COPPER CORP | $63.3M | 367,998 | 0.21% | — |
| LB | LANDBRIDGE COMPANY LLC | $61.3M | 887,466 | 0.20% | — |
| RACE | FERRARI N V | $61.2M | 180,929 | 0.20% | — |
| HLIO | HELIOS TECHNOLOGIES INC | $60.2M | 931,008 | 0.20% | — |
| SAIA | SAIA INC | $59.8M | 170,145 | 0.20% | — |
| VCEL | VERICEL CORP | $59.0M | 1,832,709 | 0.19% | — |
| INSP | INSPIRE MED SYS INC | $58.7M | 1,137,384 | 0.19% | — |
| SKY | CHAMPION HOMES INC | $57.7M | 776,353 | 0.19% | — |
| WFRD | WEATHERFORD INTL PLC | $54.8M | 579,931 | 0.18% | — |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $54.3M | 943,286 | 0.18% | — |
| MMSI | MERIT MED SYS INC | $53.6M | 777,494 | 0.18% | — |
| BCPC | BALCHEM CORP | $53.4M | 315,260 | 0.18% | — |
| MOD | MODINE MFG CO | $52.7M | 243,343 | 0.17% | — |
| TGLS | TECNOGLASS INC | $52.3M | 1,173,073 | 0.17% | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $51.9M | 106,941 | 0.17% | — |
| GWRE | GUIDEWIRE SOFTWARE INC | $51.1M | 341,501 | 0.17% | — |
| RSI | RUSH STREET INTERACTIVE INC | $50.7M | 2,331,047 | 0.17% | — |
| TEX | TEREX CORP NEW | $50.4M | 853,618 | 0.17% | — |
| CGNX | COGNEX CORP | $49.8M | 1,016,463 | 0.16% | — |
| WGS | GENEDX HOLDINGS CORP | $49.8M | 775,269 | 0.16% | — |
| AUB | ATLANTIC UN BANKSHARES CORP | $49.3M | 1,380,238 | 0.16% | — |
| BRBR | BELLRING BRANDS INC | $48.8M | 3,032,100 | 0.16% | — |
| KWR | QUAKER HOUGHTON | $48.3M | 388,406 | 0.16% | — |
| GFI | GOLD FIELDS LTD | $46.5M | 1,024,824 | 0.15% | — |
| OSIS | OSI SYSTEMS INC | $45.6M | 171,667 | 0.15% | — |
| TPG | TPG INC | $45.1M | 1,112,187 | 0.15% | — |
| AGYS | AGILYSYS INC | $44.9M | 631,587 | 0.15% | — |
| LTM | LATAM AIRLINES GROUP SA | $43.6M | 881,457 | 0.14% | — |
| LPX | LOUISIANA PAC CORP | $43.4M | 596,108 | 0.14% | — |
| BE | BLOOM ENERGY CORP | $43.0M | 317,721 | 0.14% | — |
| TEVA | TEVA PHARMACEUTICAL INDS LTD | $42.9M | 1,425,667 | 0.14% | — |
| GPOR | GULFPORT ENERGY CORP | $42.1M | 198,845 | 0.14% | — |
This table is the 150 largest positions by value, out of 413 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 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (CIK 1644956, accession 0001644956-26-000021). 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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