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The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 14, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$27.8B
sum of reported positions
Reported positions
934
Changes vs prior quarter
1068
158 new · 177 exited
Filings on record
9
Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024
Across 342 measured positions in 8 quarters, the typical new or larger position finished −3.7 pts against the S&P 500 and 39% finished ahead of it. For scale, across all 501 funds with a result: −2.2 pts typical, 44% ahead.
Measured on each position this fund reported as new or larger, from the first close after the filing became public, against the S&P 500, 90 days later. Sales are not scored. History, not a forecast; it shows what the stocks did, not what the fund knew.
Total value of the 13F each quarter. It moves with prices as well as with what the fund bought or sold, so a rise is not necessarily a purchase.
Comparison uses this manager's immediately preceding 13F-HR. Puts and calls are separate lines. Share counts drive classification; reported value also moves with price.Methodology
Change in the reported value against the quarter before.
Weights are within the disclosed 13F portfolio, for the ten largest lines.
| Q1 2026 | Q2 2026 | |
|---|---|---|
| Reported value | $23.8B | $27.8B |
| Positions | 953 | 934 |
| Biggest line | — | NVIDIA 6% |
| 656K |
| $757M |
| 2.7% |
| 1.74M | $648M | 2.3% |
| 1.73M | $521M | 1.9% |
| 2.22M | $396M | 1.4% |
| 2.56M | $394M | 1.4% |
| 1.62M | $386M | 1.4% |
| 482K | $368M | 1.3% |
| 2.18M | $316M | 1.1% |
| 2.27M | $296M | 1.1% |
| 3.4M | $296M | 1.1% |
| 145K | $287M | 1.0% |
| 3.49M | $269M | 1.0% |
| 117K | $265M | 1.0% |
| 2.77M | $251M | 0.9% |
| 914K | $238M | 0.9% |
| 284K | $236M | 0.8% |
| 921K | $232M | 0.8% |
| 533K | $231M | 0.8% |
| 606K | $229M | 0.8% |
| 3.42M | $219M | 0.8% |
| 4.14M | $213M | 0.8% |
| 448K | $200M | 0.7% |
American Airlines Group (AAL)
9.7M shares
Sysco (SYY)
1.94M shares
Intuit (INTU)
307K shares
Corcept Therapeutics (CORT)
696K shares
Anglogold Ashanti (AU)
727K shares
Legence (LGN)
659K shares
Tractor Supply (TSCO)
1.27M shares
Installed Building Products, Inc. (IBP)
144K shares
Alphatec Holdings (ATEC)
3.35M shares
Compass Minerals International (CMP)
886K shares
Kyndryl (KD)
2.38M shares
Pattern Group (PTRN)
969K shares
Liquidia Corporation (LQDA)
241K shares
Alignment Healthcare, Inc. (ALHC)
583K shares
Progressive Corporation (PGR)
57K shares
CoStar Group (CSGP)
441K shares
ATI Inc. (ATI)
56K shares
Mercadolibre (MELI)
6,462 shares
Seagate Technology (STX)
11K shares
Everforth Inc. (EFOR)
585K shares
Ciena (CIEN)
20K shares
Schrödinger, Inc. (SDGR)
524K shares
Semtech (SMTC)
50K shares
Rubrik (RBRK)
95K shares
Sana Biotechnology (SANA)
1.87M shares
