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.

• PUTLRCX LAM RESEARCH CORP$1.78 B
  LARGER REPORTED AMOUNT4,101,500 shPUT is the filed contract type.
• CALLLRCX LAM RESEARCH CORP$1.52 B
  LARGER REPORTED AMOUNT3,506,300 shCALL is the filed contract type.
• CALLCRM SALESFORCE INC$1.11 B
  LARGER REPORTED AMOUNT7,073,800 shCALL is the filed contract type.
• CALLMELI MERCADOLIBRE INC$1.00 B
  LARGER REPORTED AMOUNT590,600 shCALL is the filed contract type.
• PUTCRM SALESFORCE INC$798.6 M
  LARGER REPORTED AMOUNT5,097,600 shPUT is the filed contract type.
• PUTMELI MERCADOLIBRE INC$665.7 M
  LARGER REPORTED AMOUNT392,200 shPUT is the filed contract type.
• PUTMRK MERCK & CO INC$482.8 M
  LARGER REPORTED AMOUNT3,756,900 shPUT is the filed contract type.
• CALLMRK MERCK & CO INC$447.9 M
  SMALLER REPORTED AMOUNT3,485,700 shCALL is the filed contract type.
• CALLMASTERCARD INCORPORATED$316.1 M
  SMALLER REPORTED AMOUNT615,500 shCALL is the filed contract type.
• PUTMASTERCARD INCORPORATED$310.7 M
  SMALLER REPORTED AMOUNT605,000 shPUT is the filed contract type.

143 more option comparison rows in this filing.