13F holdings
Woodline Partners LP portfolio
Managed by . 1,022 reported positions worth $26.4B as of 2026-03-31, filed with the SEC on 2026-05-15. This period was amended after its original filing; we use the latest document on file. Parsed from the filing itself, not a reseller.
$26.4B
Book value
1,022
Positions
17%
Top 10 weight
+168
New this quarter
-156
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 (168)
| Ticker | Issuer | Value | Shares | % of book |
|---|---|---|---|---|
| SSRM | SSR MINING IN | $103.5M | 3,518,756 | 0.39% |
| DVA | DAVITA INC | $69.6M | 452,979 | 0.26% |
| VOYA | VOYA FINANCIAL INC | $64.9M | 950,319 | 0.25% |
| ACI | ALBERTSONS COS INC | $60.0M | 3,522,398 | 0.23% |
| GL | GLOBE LIFE INC | $51.0M | 366,103 | 0.19% |
| FAF | FIRST AMERN FINL CORP | $47.8M | 792,133 | 0.18% |
| BURL | BURLINGTON STORES INC | $44.5M | 136,809 | 0.17% |
| FR | FIRST INDL RLTY TR INC | $42.1M | 727,492 | 0.16% |
| AMG | AFFILIATED MANAGERS GROUP | $40.4M | 145,879 | 0.15% |
| PICK | ISHARES INC | $36.1M | 638,738 | 0.14% |
| FPS | FORGENT POWER SOLUTIONS INC | $36.0M | 1,231,125 | 0.14% |
| BXP | BXP INC | $35.4M | 682,836 | 0.13% |
| MANE | VERADERMICS INC | $31.6M | 500,646 | 0.12% |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $30.1M | 891,254 | 0.11% |
| PVH | PVH CORPORATION | $29.4M | 421,772 | 0.11% |
| CACI | CACI INTL INC | $29.3M | 53,916 | 0.11% |
| AMH | AMERICAN HOMES 4 RENT | $27.9M | 1,000,958 | 0.11% |
| MASI* | MASIMO CORP | $27.3M | 153,234 | 0.10% |
| NPDEUR | OSISKO DEVELOPMENT CORP | $24.9M | 7,674,288 | 0.09% |
| INFY | INFOSYS LTD | $24.9M | 1,839,832 | 0.09% |
| T86 | TRI POINTE HOMES INC | $24.1M | 516,000 | 0.09% |
| RRX | REGAL REXNORD CORPORATION | $23.8M | 127,183 | 0.09% |
| TGTX | TG THERAPEUTICS INC | $23.8M | 715,500 | 0.09% |
| SUPN | SUPERNUS PHARMACEUTICALS | $23.2M | 448,996 | 0.09% |
| WRBY | WARBY PARKER INC | $22.9M | 1,086,297 | 0.09% |
Closed out (156)
| Ticker | Issuer | Was worth | Shares | % of book |
|---|---|---|---|---|
| IVV | ISHARES TR | $1.0B | 1,467,676 | 0.00% |
| EXK | EXACT SCIENCES CORP | $152.0M | 1,496,795 | 0.00% |
| AMP | AMERIPRISE FINL INC | $115.4M | 235,328 | 0.00% |
| PCOR | PROCORE TECHNOLOGIES INC | $104.5M | 1,436,508 | 0.00% |
| RGA | REINSURANCE GRP OF AMERICA I | $97.7M | 480,380 | 0.00% |
| FIVE | FIVE BELOW INC | $74.8M | 397,126 | 0.00% |
| 430 | TERNS PHARMACEUTICALS INC | $55.6M | 1,377,283 | 0.00% |
| RNAGBP | AVIDITY BIOSCIENCES INC | $48.4M | 671,623 | 0.00% |
| DAY | DAYFORCE INC | $44.5M | 642,875 | 0.00% |
| RLI | RLI CORP | $38.4M | 599,655 | 0.00% |
| ARGX | ARGENX SE | $38.2M | 45,426 | 0.00% |
| AXTA | AXALTA COATING SYS LTD | $35.0M | 1,083,792 | 0.00% |
| CYBR | CYBERARK SOFTWARE LTD | $33.5M | 75,180 | 0.00% |
| FWRG | FIRST WATCH RESTAURANT GROUP | $32.2M | 2,137,899 | 0.00% |
| DWDPEUR | DUPONT DE NEMOURS INC | $31.5M | 783,869 | 0.00% |
| CMA | COMERICA INC | $31.3M | 359,992 | 0.00% |
| BEAM | BEAM THERAPEUTICS INC | $27.5M | 993,066 | 0.00% |
| SWK | STANLEY BLACK & DECKER INC | $26.9M | 362,180 | 0.00% |
| LEVI | LEVI STRAUSS & CO NEW | $26.0M | 1,255,671 | 0.00% |
| DOW | DOW INC | $25.2M | 1,077,653 | 0.00% |
| CUBE | CUBESMART | $24.2M | 671,081 | 0.00% |
| CUZ | COUSINS PPTYS INC | $22.1M | 858,328 | 0.00% |
| VRNS | VARONIS SYS INC | $21.3M | 649,361 | 0.00% |
| KRC | KILROY RLTY CORP | $20.5M | 548,654 | 0.00% |
| 8QR | CONFLUENT INC | $20.4M | 674,973 | 0.00% |
Added to (531)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $839.8M | 4,815,150 | 3.18% | +11% |
| AAPL | APPLE INC | $730.0M | 2,876,219 | 2.76% | +14% |
| AMZN | AMAZON COM INC | $562.5M | 2,700,658 | 2.13% | +17% |
| MSFT | MICROSOFT CORP | $522.6M | 1,411,889 | 1.98% | +8% |
| GOOGL | ALPHABET INC | $411.9M | 1,432,427 | 1.56% | +53% |
| JNJ | JOHNSON & JOHNSON | $373.0M | 1,526,038 | 1.41% | +4% |
| AVGO | BROADCOM INC | $280.3M | 905,621 | 1.06% | +22% |
| GOOG | ALPHABET INC | $264.9M | 923,433 | 1.00% | +16% |
| META | META PLATFORMS INC | $226.1M | 395,175 | 0.85% | +10% |
| LLY | ELI LILLY & CO | $212.0M | 230,474 | 0.80% | +8% |
| TSLA | TESLA INC | $201.3M | 541,424 | 0.76% | +14% |
| AMAT | APPLIED MATLS INC | $193.5M | 566,201 | 0.73% | +181% |
| AJG | GALLAGHER ARTHUR J & CO | $182.1M | 840,676 | 0.69% | +57% |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.0M | 337,819 | 0.63% | +64% |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $163.5M | 341,234 | 0.62% | +12% |
Trimmed (213)
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| CB | CHUBB LTD SWITZ | $242,166 | 743 | 0.00% | -100% |
| B | BARRICK MNG CORP | $234,420 | 5,747 | 0.00% | -100% |
| QRVO | QORVO INC | $418,270 | 5,404 | 0.00% | -98% |
| TEAM | ATLASSIAN CORPORATION | $236,828 | 3,470 | 0.00% | -98% |
| MTD | METTLER TOLEDO INTERNATIONAL | $1.0M | 797 | 0.00% | -98% |
| ARM | ARM HOLDINGS PLC | $202,715 | 1,340 | 0.00% | -98% |
| ARES | ARES MANAGEMENT CORPORATION | $521,062 | 4,776 | 0.00% | -98% |
| CRL | CHARLES RIV LABS INTL INC | $1.3M | 7,713 | 0.01% | -98% |
| OMC | OMNICOM GROUP INC | $2.2M | 28,611 | 0.01% | -97% |
| RDDT | REDDIT INC | $530,656 | 3,941 | 0.00% | -97% |
| VMC | VULCAN MATLS CO | $1.4M | 5,154 | 0.01% | -96% |
| LPLA | LPL FINL HLDGS INC | $939,191 | 3,122 | 0.00% | -96% |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $11.2M | 39,788 | 0.04% | -96% |
| TDY | TELEDYNE TECHNOLOGIES INC | $1.1M | 1,832 | 0.00% | -96% |
| F | FORD MTR CO | $1.0M | 88,835 | 0.00% | -95% |
The book
Largest 150 of 1,022 holdings
| Ticker | Issuer | Value | Shares | % of book | Shares Δ |
|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $839.8M | 4,815,150 | 3.18% | — |
| AAPL | APPLE INC | $730.0M | 2,876,219 | 2.76% | — |
| AMZN | AMAZON COM INC | $562.5M | 2,700,658 | 2.13% | — |
| MSFT | MICROSOFT CORP | $522.6M | 1,411,889 | 1.98% | — |
| GOOGL | ALPHABET INC | $411.9M | 1,432,427 | 1.56% | — |
| JNJ | JOHNSON & JOHNSON | $373.0M | 1,526,038 | 1.41% | — |
| AVGO | BROADCOM INC | $280.3M | 905,621 | 1.06% | — |
| GOOG | ALPHABET INC | $264.9M | 923,433 | 1.00% | — |
| RVMD | REVOLUTION MEDICINES INC | $243.8M | 2,506,570 | 0.92% | — |
| VZ | VERIZON COMMUNICATIONS INC | $242.8M | 4,837,132 | 0.92% | — |
| META | META PLATFORMS INC | $226.1M | 395,175 | 0.85% | — |
| LLY | ELI LILLY & CO | $212.0M | 230,474 | 0.80% | — |
| TSLA | TESLA INC | $201.3M | 541,424 | 0.76% | — |
| AMAT | APPLIED MATLS INC | $193.5M | 566,201 | 0.73% | — |
| TXN | TEXAS INSTRS INC | $186.6M | 961,251 | 0.71% | — |
| AJG | GALLAGHER ARTHUR J & CO | $182.1M | 840,676 | 0.69% | — |
| TNGX | TANGO THERAPEUTICS INC | $167.4M | 8,000,013 | 0.63% | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $166.0M | 337,819 | 0.63% | — |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $163.5M | 341,234 | 0.62% | — |
| NXPI | NXP SEMICONDUCTORS N V | $161.5M | 820,314 | 0.61% | — |
| WMT | WALMART INC | $160.4M | 1,290,506 | 0.61% | — |
| JPM | JPMORGAN CHASE & CO | $155.6M | 529,119 | 0.59% | — |
| ARW | ARROW ELECTRS INC | $155.0M | 1,081,078 | 0.59% | — |
| PTGX | PROTAGONIST THERAPEUTICS INC | $149.1M | 1,414,173 | 0.56% | — |
| EW | EDWARDS LIFESCIENCES CORP | $141.6M | 1,768,176 | 0.54% | — |
| DOV | DOVER CORP | $139.6M | 669,484 | 0.53% | — |
| EXMOC | EXXON MOBIL CORP | $139.1M | 820,025 | 0.53% | — |
| ST | SENSATA TECHNOLOGIES HLDG PL | $137.0M | 3,890,719 | 0.52% | — |
| UNM | UNUM GROUP | $133.8M | 1,831,943 | 0.51% | — |
| COST | COSTCO WHOLESALE CORPORATION | $133.1M | 133,545 | 0.50% | — |
| SBAC | SBA COMMUNICATIONS CORP | $131.7M | 765,486 | 0.50% | — |
| MRK | MERCK & CO INC | $128.8M | 1,071,080 | 0.49% | — |
| NFLX | NETFLIX INC. | $124.2M | 1,292,147 | 0.47% | — |
| LH | LABCORP HOLDINGS INC | $119.2M | 446,741 | 0.45% | — |
| ADSK | AUTODESK INC | $118.8M | 496,132 | 0.45% | — |
| DGX | QUEST DIAGNOSTICS INC | $116.4M | 593,744 | 0.44% | — |
| LIN | LINDE PLC | $111.5M | 224,976 | 0.42% | — |
| RTX | RTX CORPORATION | $110.6M | 573,246 | 0.42% | — |
| MU | MICRON TECHNOLOGY INC | $110.1M | 325,774 | 0.42% | — |
| T | AT&T INC | $108.9M | 3,756,614 | 0.41% | — |
| DHR | DANAHER CORP DEL | $104.3M | 549,846 | 0.39% | — |
| SHW | SHERWIN WILLIAMS CO | $103.9M | 324,137 | 0.39% | — |
| SSRM | SSR MINING IN | $103.5M | 3,518,756 | 0.39% | — |
| JCI | JOHNSON CONTROLS INTERNATION | $102.7M | 784,269 | 0.39% | — |
| V | VISA INC | $99.6M | 329,455 | 0.38% | — |
| NVT | NVENT ELEC PLC | $98.8M | 835,284 | 0.37% | — |
| AKAM | AKAMAI TECHNOLOGIES INC | $98.4M | 856,926 | 0.37% | — |
| CCI | CROWN CASTLE INC | $97.8M | 1,202,371 | 0.37% | — |
| LYV | LIVE NATION ENTERTAINMENT IN | $96.9M | 635,312 | 0.37% | — |
| DIS | DISNEY WALT CO | $95.6M | 991,791 | 0.36% | — |
| GS | GOLDMAN SACHS GROUP INC | $95.0M | 112,243 | 0.36% | — |
| HIG | HARTFORD INSURANCE GROUP INC | $93.6M | 692,125 | 0.35% | — |
| VSH | VISHAY INTERTECHNOLOGY INC | $89.1M | 4,952,395 | 0.34% | — |
| SCHW | SCHWAB CHARLES CORP | $88.7M | 943,406 | 0.34% | — |
| LYB | LYONDELLBASELL INDUSTRIES NV | $86.6M | 1,075,414 | 0.33% | — |
| NET | CLOUDFLARE INC | $86.6M | 419,492 | 0.33% | — |
| DDOG | DATADOG INC | $85.3M | 722,405 | 0.32% | — |
| EQH | EQUITABLE HLDGS INC | $82.8M | 2,230,326 | 0.31% | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $82.6M | 340,845 | 0.31% | — |
| TKO | TKO GROUP HOLDINGS INC | $82.5M | 409,004 | 0.31% | — |
| RCUS | ARCUS BIOSCIENCES INC | $81.6M | 3,777,798 | 0.31% | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $81.3M | 207,507 | 0.31% | — |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $80.7M | 243,883 | 0.31% | — |
| MA | MASTERCARD INCORPORATED | $80.3M | 160,778 | 0.30% | — |
| PLTR | PALANTIR TECHNOLOGIES INC | $79.5M | 543,243 | 0.30% | — |
| PEN | PENUMBRA INC | $79.3M | 241,597 | 0.30% | — |
| PFGC | PERFORMANCE FOOD GROUP CO | $78.7M | 919,256 | 0.30% | — |
| EQIX | EQUINIX INC | $78.7M | 80,252 | 0.30% | — |
| SNOW | SNOWFLAKE INC | $78.6M | 521,059 | 0.30% | — |
| AIZ | ASSURANT INC | $77.7M | 356,532 | 0.29% | — |
| CVX | CHEVRON CORPORATION | $76.3M | 368,658 | 0.29% | — |
| HO1 | HOLOGIC INC | $76.3M | 1,009,039 | 0.29% | — |
| ABBV | ABBVIE INC | $75.3M | 346,177 | 0.28% | — |
| ROP | ROPER TECHNOLOGIES INC | $74.1M | 209,275 | 0.28% | — |
| SRRK | SCHOLAR ROCK HLDG CORP | $73.8M | 1,500,470 | 0.28% | — |
| THG | HANOVER INS GROUP INC | $72.6M | 418,980 | 0.27% | — |
| AMGN | AMGEN INC | $72.4M | 205,802 | 0.27% | — |
| NTR | NUTRIEN LTD | $72.4M | 959,157 | 0.27% | — |
| EAT | BRINKER INTL INC | $71.6M | 501,846 | 0.27% | — |
| AMD | ADVANCED MICRO DEVICES INC | $71.6M | 351,749 | 0.27% | — |
| APH | AMPHENOL CORP | $71.5M | 565,953 | 0.27% | — |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $69.8M | 961,833 | 0.26% | — |
| GILD | GILEAD SCIENCES INC | $69.8M | 500,641 | 0.26% | — |
| DVA | DAVITA INC | $69.6M | 452,979 | 0.26% | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $68.0M | 1,120,638 | 0.26% | — |
| U | UNITY SOFTWARE INC | $67.9M | 3,096,121 | 0.26% | — |
| LHX | L3HARRIS TECHNOLOGIES INC | $67.7M | 196,249 | 0.26% | — |
| PNR | PENTAIR PLC | $67.5M | 774,780 | 0.26% | — |
| TRV | TRAVELERS COMPANIES INC | $67.0M | 229,708 | 0.25% | — |
| VNT | VONTIER CORPORATION | $66.3M | 1,869,437 | 0.25% | — |
| ORCL | ORACLE CORP | $66.2M | 449,710 | 0.25% | — |
| RYTM | RHYTHM PHARMACEUTICALS INC | $66.0M | 758,891 | 0.25% | — |
| CYTK | CYTOKINETICS INC | $65.9M | 1,000,428 | 0.25% | — |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $65.9M | 125,899 | 0.25% | — |
| VOYA | VOYA FINANCIAL INC | $64.9M | 950,319 | 0.25% | — |
| CAT | CATERPILLAR INC | $64.6M | 91,241 | 0.24% | — |
| PRAX | PRAXIS PRECISION MEDICINES I | $64.4M | 200,013 | 0.24% | — |
| BAC | BANK AMERICA CORP | $63.8M | 1,308,143 | 0.24% | — |
| TER | TERADYNE INC | $62.8M | 211,821 | 0.24% | — |
| NUVALENT INC | NUVALENT INC | $62.5M | 610,459 | 0.24% | — |
| UDR | UDR INC | $62.2M | 1,841,520 | 0.24% | — |
| MNST | MONSTER BEVERAGE CORP NEW | $61.4M | 847,875 | 0.23% | — |
| XME | SPDR SERIES TRUST | $61.4M | 568,496 | 0.23% | — |
| IRON | DISC MEDICINE INC | $61.3M | 958,281 | 0.23% | — |
| CINF | CINCINNATI FINL CORP | $60.8M | 386,332 | 0.23% | — |
| GM | GENERAL MTRS CO | $60.4M | 810,471 | 0.23% | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $60.3M | 134,954 | 0.23% | — |
| CSCO | CISCO SYS INC | $60.0M | 773,892 | 0.23% | — |
| ACI | ALBERTSONS COS INC | $60.0M | 3,522,398 | 0.23% | — |
| ROKU | ROKU INC | $59.0M | 624,059 | 0.22% | — |
| GE | GE AEROSPACE | $58.4M | 205,663 | 0.22% | — |
| KO | COCA COLA CO | $58.3M | 766,710 | 0.22% | — |
| COGT | COGENT BIOSCIENCES INC | $58.1M | 1,509,557 | 0.22% | — |
| PFE | PFIZER INC | $57.1M | 2,033,842 | 0.22% | — |
| INCY | INCYTE CORP | $57.0M | 605,717 | 0.22% | — |
| PGR | PROGRESSIVE CORP | $57.0M | 287,328 | 0.22% | — |
| LEA | LEAR CORP | $56.7M | 468,645 | 0.21% | — |
| ESS | ESSEX PPTY TR INC | $56.5M | 233,342 | 0.21% | — |
| BROS | DUTCH BROS INC | $56.0M | 1,105,483 | 0.21% | — |
| CAH | CARDINAL HEALTH INC | $55.9M | 264,326 | 0.21% | — |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $55.9M | 606,820 | 0.21% | — |
| MMM | 3M CO | $55.5M | 382,478 | 0.21% | — |
| BLK | BLACKROCK INC | $55.1M | 57,288 | 0.21% | — |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $54.0M | 276,419 | 0.20% | — |
| MDLN | MEDLINE INC | $54.0M | 1,213,076 | 0.20% | — |
| NSC | NORFOLK SOUTHN CORP | $53.3M | 185,879 | 0.20% | — |
| CL | COLGATE PALMOLIVE CO | $52.9M | 620,428 | 0.20% | — |
| OPLN | OPENLANE INC | $52.7M | 1,807,620 | 0.20% | — |
| MIRM | MIRUM PHARMACEUTICALS INC | $52.5M | 567,894 | 0.20% | — |
| REGN | REGENERON PHARMACEUTICALS | $52.3M | 67,751 | 0.20% | — |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $52.0M | 1,221,396 | 0.20% | — |
| ROYAL CARIBBEAN GROUP | ROYAL CARIBBEAN GROUP | $51.5M | 187,096 | 0.19% | — |
| BSY | BENTLEY SYS INC | $51.3M | 1,461,350 | 0.19% | — |
| GL | GLOBE LIFE INC | $51.0M | 366,103 | 0.19% | — |
| PTCT | PTC THERAPEUTICS INC | $50.8M | 744,988 | 0.19% | — |
| PM | PHILIP MORRIS INTL INC | $50.4M | 304,902 | 0.19% | — |
| EMN | EASTMAN CHEM CO | $50.4M | 660,525 | 0.19% | — |
| GEV | GE VERNOVA INC | $49.8M | 57,001 | 0.19% | — |
| GRDN | GUARDIAN PHARMACY SVCS INC | $49.2M | 1,306,318 | 0.19% | — |
| IMVT | IMMUNOVANT INC | $49.1M | 1,975,869 | 0.19% | — |
| HD | HOME DEPOT INC | $48.5M | 147,545 | 0.18% | — |
| MCD | MCDONALDS CORP | $48.5M | 155,998 | 0.18% | — |
| ROIV | ROIVANT SCIENCES LTD | $48.5M | 1,750,017 | 0.18% | — |
| WFC | WELLS FARGO & CO | $48.4M | 607,560 | 0.18% | — |
| MAR | MARRIOTT INTL INC NEW | $48.3M | 147,766 | 0.18% | — |
| RPM | RPM INTL INC | $48.0M | 483,206 | 0.18% | — |
| FAF | FIRST AMERN FINL CORP | $47.8M | 792,133 | 0.18% | — |
| PAYX | PAYCHEX INC | $47.6M | 516,587 | 0.18% | — |
| PG | PROCTER & GAMBLE CO | $47.5M | 329,079 | 0.18% | — |
| LOW | LOWES COS INC | $46.9M | 198,537 | 0.18% | — |
This table is the 150 largest positions by value, out of 1,022 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 Woodline Partners LP (CIK 1784547, accession 0001172661-26-002263). 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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