What big investors reported

What changed since the prior report

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.

PUT and CALL are contract labels, not common-share holdings. A 13F reports these option rows but does not establish whether the strategy is bullish, bearish, hedged, or part of a spread. It also does not reveal strike, expiry, premium, or the rest of the manager's book.

• CALLNFLX NETFLIX INC.$2.25 B
  LARGER REPORTED AMOUNT31,570,900 shCALL is the filed contract type.
• PUTNFLX NETFLIX INC.$2.15 B
  SMALLER REPORTED AMOUNT30,113,400 shPUT is the filed contract type.
• CALLPANW PALO ALTO NETWORKS INC$1.23 B
  LARGER REPORTED AMOUNT3,601,880 shCALL is the filed contract type.
• PUTPANW PALO ALTO NETWORKS INC$1.14 B
  LARGER REPORTED AMOUNT3,355,020 shPUT is the filed contract type.
• CALLNET CLOUDFLARE INC$374.2 M
  LARGER REPORTED AMOUNT1,525,500 shCALL is the filed contract type.
• CALLANET ARISTA NETWORKS INC$283.6 M
  LARGER REPORTED AMOUNT1,669,500 shCALL is the filed contract type.
• CALLCRCL CIRCLE INTERNET GROUP INC$266.2 M
  LARGER REPORTED AMOUNT4,250,200 shCALL is the filed contract type.
• PUTANET ARISTA NETWORKS INC$233.6 M
  LARGER REPORTED AMOUNT1,375,200 shPUT is the filed contract type.
• PUTCRCL CIRCLE INTERNET GROUP INC$184.4 M
  SMALLER REPORTED AMOUNT2,944,200 shPUT is the filed contract type.
• PUTNET CLOUDFLARE INC$163.7 M
  LARGER REPORTED AMOUNT667,400 shPUT is the filed contract type.

74 more option comparison rows in this filing.