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 59 new positions, 109 positions with more shares reported, 172 positions with fewer shares reported, and 81 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 |
| $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 |
SEC issuerTJX COS INC NEW | $262.0 M0.4% of filing | 1,729,400 sh | MORE SHARES |
SEC issuerNEWMONT CORP | $188.6 M0.3% of filing | 2,019,057 sh | MORE SHARES |
| $176.3 M0.2% of filing | 1,911,141 sh | NEW THIS QUARTER |
| $162.2 M0.2% of filing | 6,083,353 sh | MORE SHARES |
SEC issuerNEW YORK TIMES CO MTN BE | $156.4 M0.2% of filing | 2,234,754 sh | FEWER SHARES |
| $136.6 M0.2% of filing | 3,589,054 sh | MORE SHARES |
SEC issuerNEW ORIENTAL ED & TECHNOLOGY | $131.2 M0.2% of filing | 2,857,164 sh | FEWER SHARES |
SEC issuerREDWIRE CORPORATION | $115.0 M0.2% of filing | 9,399,700 sh | NEW THIS QUARTER |
| $113.6 M0.2% of filing | 2,565,950 sh | FEWER SHARES |
| $113.4 M0.2% of filing | 1,584,200 sh | FEWER SHARES |
| $107.7 M0.1% of filing | 1,109,756 sh | FEWER SHARES |
SEC issuerILLINOIS TOOL WKS INC | $103.1 M0.1% of filing | 381,160 sh | FEWER SHARES |
| $97.9 M0.1% of filing | 419,900 sh | FEWER SHARES |
| $93.6 M0.1% of filing | 739,550 sh | MORE SHARES |
| $93.3 M0.1% of filing | 1,669,700 sh | NEW THIS QUARTER |
| $92.5 M0.1% of filing | 3,999,833 sh | MORE SHARES |
SEC issuerMONOLITHIC PWR SYS INC | $87.2 M0.1% of filing | 63,066 sh | NEW THIS QUARTER |
| $86.5 M0.1% of filing | 204,412 sh | FEWER SHARES |
SEC issuerCORE SCIENTIFIC INC NEW | $84.9 M0.1% of filing | 3,319,363 sh | MORE SHARES |
SEC issuerMERCURY GENL CORP NEW | $83.3 M0.1% of filing | 781,682 sh | FEWER SHARES |
| $80.2 M0.1% of filing | 6,273,300 sh | MORE SHARES |