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.

• CALLPANW PALO ALTO NETWORKS INC$1.23 B
  LARGER REPORTED AMOUNT3,601,880 shCALL is the filed contract type.
• PUTPANW PALO ALTO NETWORKS INC$1.14 B
  LARGER REPORTED AMOUNT3,355,020 shPUT is the filed contract type.
• CALLANET ARISTA NETWORKS INC$283.6 M
  LARGER REPORTED AMOUNT1,669,500 shCALL is the filed contract type.
• PUTANET ARISTA NETWORKS INC$233.6 M
  LARGER REPORTED AMOUNT1,375,200 shPUT is the filed contract type.
• CALLVANGUARD WORLD FD$134.0 M
  LARGER REPORTED AMOUNT1,121,300 shCALL is the filed contract type.
• CALLWDAY WORKDAY INC$119.4 M
  SMALLER REPORTED AMOUNT975,200 shCALL is the filed contract type.
• PUTHILTON WORLDWIDE HLDGS INC$103.6 M
  LARGER REPORTED AMOUNT313,400 shPUT is the filed contract type.
• PUTWDAY WORKDAY INC$91.4 M
  LARGER REPORTED AMOUNT746,800 shPUT is the filed contract type.
• CALLHILTON WORLDWIDE HLDGS INC$86.5 M
  LARGER REPORTED AMOUNT261,900 shCALL is the filed contract type.
• CALLC H ROBINSON WORLDWIDE IN$67.9 M
  SMALLER REPORTED AMOUNT360,600 shCALL is the filed contract type.

90 more option comparison rows in this filing.