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 230 new positions, 445 positions with more shares reported, 583 positions with fewer shares reported, and 278 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 |
| $925.8 M1.3% of filing |
| 1,708,739 sh |
| FEWER SHARES |
| $584.5 M0.8% of filing | 24,747,213 sh | FEWER SHARES |
SEC issuerCROWDSTRIKE HLDGS INC | $571.6 M0.8% of filing | 748,960 sh | NEW THIS QUARTER |
| $463.8 M0.6% of filing | 829,697 sh | MORE SHARES |
SEC issuerSEAGATE TECHNOLOGY HLDNGS PL | $441.3 M0.6% of filing | 457,353 sh | MORE 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 |
| $321.0 M0.4% of filing | 849,835 sh | MORE SHARES |
| $280.1 M0.4% of filing | 2,217,376 sh | MORE SHARES |
| $279.0 M0.4% of filing | 646,677 sh | FEWER SHARES |
| $251.7 M0.3% of filing | 1,450,078 sh | FEWER SHARES |
| $247.8 M0.3% of filing | 3,167,741 sh | NEW THIS QUARTER |
| $243.6 M0.3% of filing | 448,586 sh | FEWER SHARES |
SEC issuerCREDO TECHNOLOGY GROUP HOLDI | $229.6 M0.3% of filing | 844,238 sh | MORE SHARES |
SEC issuerROBINHOOD MKTS INC | $220.2 M0.3% of filing | 2,196,340 sh | FEWER SHARES |
SEC issuerMEDPACE HLDGS INC | $220.1 M0.3% of filing | 415,588 sh | FEWER SHARES |
SEC issuerALLISON TRANSMISSION HLDGS I | $218.6 M0.3% of filing | 1,938,997 sh | FEWER SHARES |
| $198.2 M0.3% of filing | 7,213,667 sh | FEWER SHARES |
| $197.7 M0.3% of filing | 116,490 sh | FEWER SHARES |
SEC issuerLUMENTUM HLDGS INC | $171.3 M0.2% of filing | 199,640 sh | FEWER SHARES |
| $164.1 M0.2% of filing | 889,475 sh | FEWER SHARES |
SEC issuerSTATE STR SPDR S&P 500 ETF T | $163.6 M0.2% of filing | 219,040 sh | NEW THIS QUARTER |
| $162.2 M0.2% of filing | 6,083,353 sh | MORE SHARES |
| $160.7 M0.2% of filing | 453,720 sh | MORE SHARES |