Location
San Francisco, CA
Holdings as of
9/30/2022
Date filed
10/26/2022
Form type
13F-HR
Num holdings
2,883
Total value ($000)
$56,500,245
Net value change ($000)
-3,378,497 (-5.6%)
New positions
316
Sold out positions
134
Turnover %
3.9%
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 2022
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)
J 288,979 NEW
NLY 247,748 NEW
UNH 109,870 36.6%
ALL 90,543 39.4%
VMC 82,083 28.7%
ACWX 81,202 349.0%
CHRD 77,311 27126.7%
PYPL 75,719 149.4%
AAPL 71,781 7.8%
SPY 69,385 311.3%
Top Reduces (Value $000, Stocks/ETFs)
J -289,884 -100.0%
NLY -266,243 -100.0%
AMERICAN CAMPUS COMMUNITIES INC -242,332 -100.0%
Pershing Square Tontine Holdings, Ltd. -201,486 -100.0%
GOOGL -166,064 -15.7%
SWK -162,903 -63.1%
MSFT -120,089 -7.0%
SPB -114,405 -56.3%
TSM -97,335 -17.9%
BABA -92,634 -32.1%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 800 (0.0% of total reported value)
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