What big investors reported

What changed since the prior report

Green means the manager reported a new or larger share amount. Red means a smaller amount or the stock was no longer listed. This compares two delayed reports; it does not show the exact trade.

PUT and CALL are contract labels, not common-share holdings. A 13F reports these option rows but does not establish whether the strategy is bullish, bearish, hedged, or part of a spread. It also does not reveal strike, expiry, premium, or the rest of the manager's book.

• PUTWDC WESTERN DIGITAL CORP$3.69 B
  LARGER REPORTED AMOUNT5,777,700 shPUT is the filed contract type.
• CALLWDC WESTERN DIGITAL CORP$1.48 B
  LARGER REPORTED AMOUNT2,323,700 shCALL is the filed contract type.
• CALLALAB ASTERA LABS INC$950.9 M
  LARGER REPORTED AMOUNT1,968,700 shCALL is the filed contract type.
• PUTALAB ASTERA LABS INC$930.9 M
  LARGER REPORTED AMOUNT1,927,200 shPUT is the filed contract type.
• PUTCEG CONSTELLATION ENERGY CORP$434.8 M
  LARGER REPORTED AMOUNT1,750,800 shPUT is the filed contract type.
• CALLMASTERCARD INCORPORATED$316.1 M
  SMALLER REPORTED AMOUNT615,500 shCALL is the filed contract type.
• PUTMASTERCARD INCORPORATED$310.7 M
  SMALLER REPORTED AMOUNT605,000 shPUT is the filed contract type.
• CALLCEG CONSTELLATION ENERGY CORP$233.3 M
  SMALLER REPORTED AMOUNT939,500 shCALL is the filed contract type.
• CALLCBRS CEREBRAS SYSTEMS INC$218.5 M
  NEW IN THIS FILING988,900 shCALL is the filed contract type.
• PUTCBRS CEREBRAS SYSTEMS INC$193.9 M
  NEW IN THIS FILING877,600 shPUT is the filed contract type.

109 more option comparison rows in this filing.