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.
13 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 1 new position, 11 positions with more shares reported, 11 positions with fewer shares reported, and 3 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 issuerCREDO TECHNOLOGY GROUP HOLDI | $48.7 M0.2% of filing | 178,996 sh | FEWER SHARES |
SEC issuerGRAB HOLDINGS LIMITED | $27.9 M0.1% of filing |
| 7,403,211 sh |
| FEWER SHARES |
| $23.8 M0.1% of filing | 71,078 sh | FEWER 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 |
| $9.6 M0.0% of filing | 199,024 sh | MORE SHARES |
| $7.5 M0.0% of filing | 42,079 sh | MORE SHARES |
| $7.4 M0.0% of filing | 10,114 sh | FEWER SHARES |
SEC issuerAERCAP HOLDINGS NV | $6.3 M0.0% of filing | 43,089 sh | MORE SHARES |
| $5.3 M0.0% of filing | 50,400 sh | FEWER SHARES |
SEC issuerSIRIUSXM HOLDINGS INC | $4.4 M0.0% of filing | 148,290 sh | MORE SHARES |
| $3.9 M0.0% of filing | 60,852 sh | FEWER SHARES |
| $3.1 M0.0% of filing | 36,150 sh | MORE SHARES |
SEC issuerPAR PAC HOLDINGS INC | $2.9 M0.0% of filing | 52,323 sh | MORE SHARES |
| $2.7 M0.0% of filing | 58,978 sh | MORE SHARES |
SEC issuerARM HOLDINGS PLC | $1.7 M0.0% of filing | 4,924 sh | FEWER SHARES |
| $1.4 M0.0% of filing | 6,442 sh | FEWER SHARES |
| $1.1 M0.0% of filing | 12,973 sh | MORE SHARES |
SEC issuerENVISTA HOLDINGS CORPORATION | $1.1 M0.0% of filing | 41,647 sh | FEWER SHARES |
| $976,0990.0% of filing | 47,223 sh | MORE SHARES |
| $783,4400.0% of filing | 2,798 sh | FEWER SHARES |
| $551,0690.0% of filing | 14,594 sh | NEW THIS QUARTER |
| $528,8400.0% of filing | 14,625 sh | FEWER SHARES |