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.
16 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.
$15.40 B total reported value across 190 holdings · 13F-HR · filed Aug 14, 2026 · open SEC report ↗
For the matching rows, compared with Q1 2026, the Q2 2026 report's stock rows show 12 new positions, 39 positions with more shares reported, 41 positions with fewer shares reported, and 6 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 |
|---|---|---|---|
| $1.16 B7.5% of filing | 2,759,800 sh | FEWER SHARES | |
| $822.8 M5.3% of filing |
| 1,416,443 sh |
| FEWER SHARES |
| $765.1 M5.0% of filing | 4,478,013 sh | NEW THIS QUARTER |
| $580.6 M3.8% of filing | 10,022,634 sh | MORE SHARES |
| $525.1 M3.4% of filing | 5,236,031 sh | FEWER SHARES |
| $516.0 M3.4% of filing | 9,460,939 sh | FEWER SHARES |
| $474.5 M3.1% of filing | 4,155,925 sh | FEWER SHARES |
| $468.1 M3.0% of filing | 4,549,803 sh | FEWER SHARES |
| $383.5 M2.5% of filing | 10,003,057 sh | FEWER SHARES |
| $374.8 M2.4% of filing | 3,212,286 sh | MORE SHARES |
| $367.1 M2.4% of filing | 2,511,319 sh | MORE SHARES |
| $351.3 M2.3% of filing | 10,234,862 sh | FEWER SHARES |
| $285.5 M1.9% of filing | 16,875,684 sh | MORE SHARES |
| $233.0 M1.5% of filing | 4,672,566 sh | MORE SHARES |
SEC issuerTaiwan Semiconductor Manufacturing Company Ltd | $230.3 M1.5% of filing | 482,286 sh | FEWER SHARES |
| $169.0 M1.1% of filing | 764,613 sh | NEW THIS QUARTER |
| $158.1 M1.0% of filing | 6,746,186 sh | MORE SHARES |
| $151.7 M1.0% of filing | 41,337,632 sh | MORE SHARES |
| $149.8 M1.0% of filing | 12,925,271 sh | FEWER SHARES |
| $134.6 M0.9% of filing | 238,973 sh | MORE SHARES |
| $125.6 M0.8% of filing | 6,454,565 sh | FEWER SHARES |
SEC issuerL3Harris Technologies Inc | $125.3 M0.8% of filing | 431,179 sh | MORE SHARES |
| $117.3 M0.8% of filing | 8,811,588 sh | FEWER SHARES |
| $110.8 M0.7% of filing | 8,271,339 sh | MORE SHARES |
| $110.5 M0.7% of filing | 1,610,189 sh | MORE SHARES |