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.

• CALLCISCO SYS INC$899.3 M
  LARGER REPORTED AMOUNT7,656,200 shCALL is the filed contract type.
• PUTCISCO SYS INC$555.0 M
  LARGER REPORTED AMOUNT4,724,700 shPUT is the filed contract type.
• PUTCOMFORT SYS USA INC$221.2 M
  SMALLER REPORTED AMOUNT111,600 shPUT is the filed contract type.
• CALLCBRS CEREBRAS SYSTEMS INC$218.5 M
  NEW IN THIS FILING988,900 shCALL is the filed contract type.
• CALLCOMFORT SYS USA INC$217.4 M
  SMALLER REPORTED AMOUNT109,700 shCALL is the filed contract type.
• PUTCBRS CEREBRAS SYSTEMS INC$193.9 M
  NEW IN THIS FILING877,600 shPUT is the filed contract type.
• CALLSNPS SYNOPSYS INC$193.1 M
  SMALLER REPORTED AMOUNT432,900 shCALL is the filed contract type.
• CALLCADENCE DESIGN SYSTEM INC$161.3 M
  LARGER REPORTED AMOUNT429,800 shCALL is the filed contract type.
• PUTMONOLITHIC PWR SYS INC$117.9 M
  LARGER REPORTED AMOUNT85,300 shPUT is the filed contract type.
• PUTCADENCE DESIGN SYSTEM INC$117.1 M
  LARGER REPORTED AMOUNT312,100 shPUT is the filed contract type.

103 more option comparison rows in this filing.