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.
16 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.
$72.62 B total reported value across 3140 holdings · 13F-HR · filed Aug 13, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 421 new positions, 725 positions with more shares reported, 1050 positions with fewer shares reported, and 434 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 issuerNVIDIA CORPORATION | $1.42 B2.0% of filing | 7,091,256 sh | MORE SHARES |
| $1.14 B1.6% of filing |
| 2,023,153 sh |
| MORE SHARES |
| $925.8 M1.3% of filing | 1,708,739 sh | FEWER SHARES |
| $883.0 M1.2% of filing | 7,568,370 sh | MORE SHARES |
| $828.2 M1.1% of filing | 2,317,438 sh | MORE SHARES |
| $564.2 M0.8% of filing | 672,194 sh | FEWER SHARES |
| $556.8 M0.8% of filing | 1,575,815 sh | MORE SHARES |
| $546.0 M0.8% of filing | 2,290,710 sh | NEW THIS QUARTER |
| $517.8 M0.7% of filing | 648,379 sh | MORE SHARES |
SEC issuerCHEVRON CORPORATION | $475.8 M0.7% of filing | 2,870,517 sh | MORE SHARES |
| $467.3 M0.6% of filing | 1,110,960 sh | MORE SHARES |
| $463.8 M0.6% of filing | 829,697 sh | MORE SHARES |
| $459.1 M0.6% of filing | 1,586,526 sh | FEWER SHARES |
| $457.5 M0.6% of filing | 5,261,628 sh | FEWER SHARES |
SEC issuerSEAGATE TECHNOLOGY HLDNGS PL | $441.3 M0.6% of filing | 457,353 sh | MORE SHARES |
SEC issuerFRANCO NEV CORP | $424.6 M0.6% of filing | 2,036,918 sh | FEWER SHARES |
SEC issuerTEXAS INSTRS INC | $417.9 M0.6% of filing | 1,402,100 sh | MORE SHARES |
| $417.2 M0.6% of filing | 4,514,426 sh | FEWER SHARES |
SEC issuerTAIWAN SEMICONDUCTOR MANUFAC | $405.5 M0.6% of filing | 849,080 sh | MORE SHARES |
| $343.3 M0.5% of filing | 537,473 sh | FEWER SHARES |
| $338.5 M0.5% of filing | 6,460,928 sh | MORE SHARES |
| $337.2 M0.5% of filing | 5,122,450 sh | MORE SHARES |
| $321.0 M0.4% of filing | 849,835 sh | MORE SHARES |
| $280.1 M0.4% of filing | 2,217,376 sh | MORE SHARES |
| $269.3 M0.4% of filing | 84,260 sh | MORE SHARES |