Location
San Francisco, CA
Holdings as of
9/30/2021
Date filed
11/16/2021
Form type
13F-HR
Num holdings
3,499
Total value ($000)
$305,867,605
Net value change ($000)
+4,925,930 (1.6%)
New positions
213
Sold out positions
122
Turnover %
1.2%
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 Q2 2021
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)
GE 573,357 NEW
AAPL 555,870 5.3%
TSLA 514,460 21.3%
MSFT 452,491 4.4%
GOOGL 404,576 11.3%
MRNA 402,035 211.8%
JPM 264,355 10.1%
GOOGL 236,224 7.1%
CFG 214,378 70.1%
CRM 193,355 18.6%
Top Reduces (Value $000, Stocks/ETFs)
GE -610,970 -100.0%
VWO -223,337 -87.8%
ALXN -194,949 -100.0%
COMT -147,741 -43.1%
PYPL -139,271 -8.7%
MAXIM INTEGRATED PRODUCTS INC -127,187 -100.0%
BBWI -121,634 -100.0%
AMC -118,956 -50.7%
Slack Technologies, Inc. -115,045 -100.0%
XOM -113,180 -5.9%
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