What big investors reported

For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 11 new positions, 27 positions with more shares reported, 37 positions with fewer shares reported, and 12 positions that no longer appear.

Green + ▲ means new or more shares; red + ▼ means fewer shares or no longer listed. The words and dot count repeat the meaning without relying on colour. Fewer shares or no listing does not mean the manager opened a short position.

13F reports can arrive up to 45 days after quarter-end, so this comparison is not proof of when, why, or at what price the manager traded.