Location
Tokyo, M0
Holdings as of
6/30/2014
Date filed
8/5/2014
Form type
13F-HR
Num holdings
844
Total value ($000)
$3,890,946
Net value change ($000)
+135,733 (3.6%)
New positions
33
Sold out positions
24
Turnover %
2.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q1 2014
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ALPHABET INC CL C 47,080 NEW
AAPL 15,191 14.2%
BIIB 5,401 30.9%
SLB 4,965 19.0%
INTC 4,889 19.4%
META 4,651 15.5%
CELG 4,384 27.3%
CVX 4,072 7.9%
MU 4,059 55.4%
COP 4,032 22.8%
Top Reduces (Value $000, Stocks/ETFs)
Alphabet Inc. Class C -41,152 -55.2%
JPM -5,414 -11.3%
BAC -5,100 -15.3%
IBM -4,042 -10.2%
PFE -3,946 -9.3%
Pentair Inc -3,081 -100.0%
BEAM INC -2,421 -100.0%
PG -2,025 -4.3%
SLM -1,946 -100.0%
AMGN -1,771 -7.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type