How to read this site

Institutional investment managers with $100 million or more in qualifying securities file Form 13F with the SEC each quarter. This site turns those filings into two views: the investor’s book, and the stock’s holder list — both under the names people actually search.

Source data is the official SEC Form 13F data sets, as filed. We do not use a paid holdings vendor.

What we clean up

• One canonical book per manager per quarter. Restatements replace; “new holdings” amendments add.
• Split line items (other managers, discretion) roll up to one row per security.
• CUSIPs are mapped to tickers via OpenFIGI and the SEC ticker list. If a ticker is missing, you still see the issuer name.
• Values filed before 3 January 2023 are converted from thousands to dollars.
• Puts and calls are hidden unless you ask for them. Options use the underlying CUSIP.

What 13F cannot tell you

• Filings are due 45 days after quarter-end. Positions may already have changed.
• Shorts are not reported. A long can sit on top of a larger short.
• Values are quarter-end marks, not the price paid.
• The SEC does not validate the numbers. Typos and off-by-1,000 values happen.
• Share-count jumps can be splits, not buys.

Estimated mark

Where we show an estimated mark, we split the change in reported value into a price effect on shares held in both quarters and a flow from share-count changes. Adds are assumed at this quarter’s implied price (value ÷ shares); cuts at last quarter’s. That is not cost basis, not realized P&L, and not a time-weighted return.

Nothing here is investment advice. Read the original filing before acting on a position.