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The latest available 13F covers holdings as of Jun 30, 2026 (Q2 2026) and was filed Aug 12, 2026. Quarter-end snapshot, not a live trade.
Disclosed 13F value
$846B
sum of reported positions
Reported positions
626
Changes vs prior quarter
584
70 new · 57 exited
Filings on record
9
Q2 2026, Q1 2026, Q4 2025, Q3 2025, Q2 2025, Q1 2025, Q4 2024, Q3 2024, Q2 2024
Across 325 measured positions in 8 quarters, the typical new or larger position finished −1.3 pts against the S&P 500 and 47% 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 | $733B | $846B |
| Positions | 613 | 626 |
| Biggest line | — | Broadcom 5% |
| 133M |
| $24.1B |
| 2.8% |
| 40.9M | $23B | 2.7% |
| 109M | $21.8B | 2.6% |
| 55.1M | $20.6B | 2.4% |
| 45.7M | $19.2B | 2.3% |
| 15.9M | $19.1B | 2.3% |
| 34.4M | $16.4B | 1.9% |
| 42.5M | $15B | 1.8% |
| 61.2M | $14.6B | 1.7% |
| 45.3M | $13.7B | 1.6% |
| 26.1M | $13B | 1.5% |
| 29.9M | $12.4B | 1.5% |
| 39.3M | $11.4B | 1.3% |
| 16.6M | $10.6B | 1.3% |
| 29.1M | $10.5B | 1.2% |
| 28.3M | $9.7B | 1.1% |
| 91.5M | $9.35B | 1.1% |
| 218M | $8.62B | 1.0% |
| 75M | $7.75B | 0.9% |
| 55.2M | $7.71B | 0.9% |
| 3.73M | $7.41B | 0.9% |
| 27.1M | $7.38B | 0.9% |
LyondellBasell (LYB)
11.7M → 13.8M shares (+17%)
UBS Group (UBS)
23.5M → 14.5M shares (−38%)
Boston Scientific (BSX)
15.3M → 16.8M shares (+10%)
CRH (CRH)
4.51M → 6.69M shares (+48%)
Smurfit Westrock (SW)
12.5M → 15.5M shares (+24%)
KKR & Co. (KKR)
8.59M → 7.78M shares (−10%)
Bloom Energy (BE)
1.84M → 2.34M shares (+28%)
American Express (AXP)
2.84M → 2.09M shares (−26%)
Lpl Financial (LPLA)
2.31M → 2.34M shares (+1%)
Medtronic (MDT)
16.5M → 8.37M shares (−49%)
Beone Medicines (ONC)
1.62M → 2.25M shares (+39%)
American International Group (AIG)
8M → 8.56M shares (+7%)
Space Exploration Technologies (SPCX)
3.69M shares
Arista Networks (ANET)
3.71M shares
Walmart (WMT)
7.03M → 5.5M shares (−22%)
Wells Fargo (WFC)
14.9M → 7.52M shares (−50%)
Hershey Company (The) (HSY)
2.75M → 3.5M shares (+27%)
MKS Instruments (MKSI)
1.28M → 1.37M shares (+7%)
Brookfield Asset Management (BAM)
10.5M → 13.5M shares (+28%)
Extra Space Storage (EXR)
4.78M → 4.15M shares (−13%)
Heico (HEI)
2.36M → 1.67M shares (−29%)
Vail Resorts (MTN)
4.43M → 4.36M shares (−2%)
Molina Healthcare (MOH)
3.2M → 2.56M shares (−20%)
Sempra (SRE)
2.09M → 6.23M shares (+198%)
Align Technology (ALGN)
4.07M → 3.42M shares (−16%)
