What big investors reported

For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 6 new positions, 10 positions with more shares reported, 10 positions with fewer shares reported, and 8 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.