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.
$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 40 new positions, 73 positions with more shares reported, 101 positions with fewer shares reported, and 46 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 issuerCROWDSTRIKE HLDGS INC | $571.6 M0.8% of filing | 748,960 sh | NEW THIS QUARTER |
SEC issuerSEAGATE TECHNOLOGY HLDNGS PL | $441.3 M0.6% of filing |
| 457,353 sh |
| MORE 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 |
SEC issuerLUMENTUM HLDGS INC | $171.3 M0.2% of filing | 199,640 sh | FEWER SHARES |
SEC issuerCOPA HOLDINGS SA | $120.2 M0.2% of filing | 772,928 sh | MORE SHARES |
SEC issuerCINEMARK HLDGS INC | $119.7 M0.2% of filing | 3,772,885 sh | FEWER SHARES |
| $101.5 M0.1% of filing | 1,566,946 sh | FEWER SHARES |
SEC issuerDOW HLDGS INC | $79.2 M0.1% of filing | 2,895,600 sh | NEW THIS QUARTER |
| $78.4 M0.1% of filing | 106,752 sh | MORE SHARES |
SEC issuerKE HLDGS INC | $64.0 M0.1% of filing | 4,403,023 sh | FEWER SHARES |
SEC issuerUNITED AIRLS HLDGS INC | $63.3 M0.1% of filing | 465,763 sh | NEW THIS QUARTER |
SEC issuerATOUR LIFESTYLE HLDGS LTD | $59.9 M0.1% of filing | 1,883,024 sh | FEWER SHARES |
SEC issuerPAYPAL HLDGS INC | $52.7 M0.1% of filing | 1,220,300 sh | MORE SHARES |
SEC issuerGRAB HOLDINGS LIMITED | $45.5 M0.1% of filing | 12,068,200 sh | FEWER SHARES |
SEC issuerHARMONY BIOSCIENCES HLDGS IN | $43.5 M0.1% of filing | 1,195,371 sh | MORE SHARES |
SEC issuerLPL FINL HLDGS INC | $42.7 M0.1% of filing | 151,660 sh | MORE SHARES |
SEC issuerENVISTA HOLDINGS CORPORATION | $40.1 M0.1% of filing | 1,520,565 sh | MORE SHARES |
SEC issuerHSBC HLDGS PLC | $39.9 M0.1% of filing | 419,122 sh | FEWER SHARES |
SEC issuerSOUTHWEST GAS HLDGS INC | $38.9 M0.1% of filing | 438,900 sh | FEWER SHARES |
SEC issuerNU HLDGS LTD | $37.8 M0.1% of filing | 2,828,056 sh | FEWER SHARES |
| $37.3 M0.1% of filing | 238,770 sh | FEWER SHARES |
SEC issuerEQUITABLE HLDGS INC | $36.0 M0.0% of filing | 819,900 sh | NEW THIS QUARTER |
SEC issuerTENABLE HLDGS INC | $35.8 M0.0% of filing | 970,800 sh | FEWER SHARES |
| $33.3 M0.0% of filing | 296,400 sh | MORE SHARES |