Delayed SEC reports
Compare what managers reported this quarter with last quarter. These reports are delayed.Large US investment managers report many holdings every quarter. We compare the shares they reported this quarter with the prior quarter. The reports arrive late and do not show the exact trade day, trade price, shorts, cash, or the manager’s reason.
15 of 16 managers have a matching row in their newest complete report.
These managers' newest complete report is at least 2 quarters behind the newest period above. They remain available for history, but are kept separate from managers with newer reports.
$24.38 B total reported value across 997 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 11 new positions, 31 positions with more shares reported, 28 positions with fewer shares reported, and 15 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.
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.
Biggest reported changes — ranked by position value. The bar is the position's size against the largest one shown; the figure under it is the difference in the filed SH or principal amount. Corporate actions are not normalized.
Absent from latest filing — a 13F reports only that the position is absent, not when, why, or for what proceeds it changed. The prior SH or principal amount is printed, but these rows are not ranked because those units are not comparable.
| Position | Value | Filed amount | Change |
|---|---|---|---|
SEC issuerSEAGATE TECHNOLOGY HLDNGS PL | $192.8 M0.8% of filing | 199,822 sh | FEWER SHARES |
| $37.2 M0.2% of filing |
| 57,741 sh |
| MORE SHARES |
SEC issuerUNITED AIRLS HLDGS INC | $29.7 M0.1% of filing | 218,601 sh | MORE SHARES |
SEC issuerGRAB HOLDINGS LIMITED | $27.9 M0.1% of filing | 7,403,211 sh | FEWER SHARES |
| $26.4 M0.1% of filing | 504,171 sh | FEWER SHARES |
SEC issuerFLAGSTAR BANK NATIONAL ASSOC | $24.4 M0.1% of filing | 1,634,732 sh | FEWER SHARES |
SEC issuerRENAISSANCERE HLDGS LTD | $24.0 M0.1% of filing | 75,611 sh | FEWER SHARES |
| $23.8 M0.1% of filing | 71,078 sh | FEWER SHARES |
SEC issuerCROWDSTRIKE HLDGS INC | $19.0 M0.1% of filing | 24,845 sh | MORE SHARES |
SEC issuerAXIS CAP HLDGS LTD | $17.1 M0.1% of filing | 159,157 sh | MORE SHARES |
| $16.3 M0.1% of filing | 158,669 sh | MORE SHARES |
SEC issuerCOPA HOLDINGS SA | $16.3 M0.1% of filing | 104,487 sh | MORE SHARES |
SEC issuerLUMENTUM HLDGS INC | $16.0 M0.1% of filing | 18,629 sh | MORE SHARES |
SEC issuerEQUITABLE HLDGS INC | $11.5 M0.0% of filing | 261,023 sh | FEWER SHARES |
| $9.6 M0.0% of filing | 199,024 sh | MORE SHARES |
SEC issuerHARMONY BIOSCIENCES HLDGS IN | $9.1 M0.0% of filing | 248,575 sh | FEWER SHARES |
SEC issuerWILLSCOT HLDGS CORP | $8.7 M0.0% of filing | 302,466 sh | FEWER SHARES |
SEC issuerMEDPACE HLDGS INC | $8.3 M0.0% of filing | 15,605 sh | FEWER SHARES |
SEC issuerALLISON TRANSMISSION HLDGS I | $8.0 M0.0% of filing | 71,362 sh | FEWER SHARES |
SEC issuerCROWN HLDGS INC | $7.6 M0.0% of filing | 68,384 sh | MORE SHARES |
| $7.6 M0.0% of filing | 299,841 sh | FEWER SHARES |
| $7.5 M0.0% of filing | 42,079 sh | MORE SHARES |
| $7.4 M0.0% of filing | 10,114 sh | FEWER SHARES |
SEC issuerLANTHEUS HLDGS INC | $7.3 M0.0% of filing | 65,941 sh | MORE SHARES |
SEC issuerPAYPAL HLDGS INC | $7.2 M0.0% of filing | 166,034 sh | MORE SHARES |