Great Hill Capital LLC

$1.5B reported 13(f) long value · latest quarter 2026-06-30 · CIK 2096165 · EDGAR ↗
sum of disclosed values for 2026-03-31; 0 positions carry a NULL value and are excluded from the sum, surfaced here rather than folded away
$1.5B
ALL retained default holdings for this (filer, period), including NULL-value ones
47
positions with no comparable holding in the prior quarter (kind new), 2026-03-31
3
positions absent from this quarter's filing after being held last quarter (kind exit), 2026-03-31 — inferred from absence, not a sale record
6
A quarter-end snapshot. Filed up to 45 days later, so this page is not current holdings and never a complete portfolio. what a 13F is — and is not ↓ methodology §13F ↗
FILING WINDOW OPEN
Quarter 2026-09-30: the 13F window is open until 2026-11-16. Rankings and QoQ moves that touch this quarter are provisional by construction — filers who have not yet reported are not zeros.

Position changes — into 2026-03-31

by shares · Δ value · filing link · how changes are classified §
Period
Position changes into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:14801 · issuer key iss:1422 COM CALLADD+$588M+5,950,000$262M$851M3,003,7008,953,700
position key pos:14216 · issuer key iss:1711 COM CALLTRIM+$3.1M−117,500$291M$294M2,673,3002,555,800
position key pos:16420 · issuer key iss:1882 COM CALLTRIM−$1.1M−406,400$76.1M$75.0M3,406,2002,999,800
position key pos:10790 · issuer key iss:1444 COM CALLADD+$11.9M+248,400$12.1M$23.9M638,300886,700
position key pos:13043 · issuer key iss:1012 20 YR TR BD ETF CALLNEW+$23.0M+230,000$0$23.0M—230,000
position key pos:15102 · issuer key iss:244 COM CALLADD+$6.4M+82,300$16.2M$22.6M671,100753,400
position key pos:14801 · issuer key iss:1422 COMADD+$12.4M+323,583$9.9M$22.3M170,275493,858
position key pos:10453 · issuer key iss:919 COM CALLADD+$1.1M+23,600$19.5M$20.7M665,100688,700
position key pos:16848 · issuer key iss:538 COM CALLTRIM−$5.3M−190,000$18.5M$13.2M305,000115,000
position key pos:11762 · issuer key iss:569 COMADD+$3.4M+284,989$8.3M$11.7M723,2851,008,274
position key pos:14373 · issuer key iss:41 COMADD+$4.5M+52,588$5.0M$9.4M126,008178,596
position key sid:sec:prov:4797c65293393ef7b3c3a7eb824fcfa4 · issuer key cusip6:21676P COMTRIM−$5.0M−100,872$14.2M$9.2M432,491331,619
position key sid:sec:prov:23177d7471fc81bfde71ebd0e30ca356 · issuer key cusip6:698813 COMADD+$3.2M+128,623$5.8M$9.1M151,808280,431
position key pos:16420 · issuer key iss:1882 COMTRIM−$1.5M−51,149$10.3M$8.8M568,627517,478
position key pos:15102 · issuer key iss:244 COMADD+$1.6M+140,461$6.6M$8.1M344,636485,097
position key pos:10453 · issuer key iss:919 COMADD+$1.9M+93,559$6.0M$7.8M252,761346,320
position key pos:16848 · issuer key iss:538 COMADD+$1.6M+26,005$5.9M$7.5M66,69992,704
position key pos:14216 · issuer key iss:1711 COMTRIM−$667K−4,490$8.0M$7.4M108,198103,708
position key pos:15594 · issuer key iss:574 SPON ADR NEWADD+$864K+22,632$6.0M$6.9M69,46092,092
position key pos:15694 · issuer key iss:72 SPONSORED ADS CALLADD+$3.4M+30,000$3.0M$6.4M10,00040,000
position key pos:13318 · issuer key iss:1660 COM NEWTRIM−$456K−25,742$6.6M$6.1M341,307315,565
position key pos:12472 · issuer key iss:1269 COMTRIM+$542K−20,957$4.6M$5.1M294,277273,320
position key pos:15664 · issuer key iss:691 COMADD+$742K+23,321$4.3M$5.0M77,653100,974
position key pos:14821 · issuer key iss:794 COMMON STOCKTRIM−$669K−11,364$5.3M$4.7M101,12789,763
position key pos:18143 · issuer key iss:982 COMTRIM−$3.9M−125,461$8.4M$4.5M227,704102,243
position key sid:sec:prov:e1254206d1c591605539ae1de4f81028 · issuer key cusip6:205768 COMTRIM−$906K−19,733$5.4M$4.5M233,434213,701
position key pos:17214 · issuer key iss:298 COMTRIM−$1.3M−4,416$5.2M$3.9M24,03119,615
position key pos:15694 · issuer key iss:72 SPONSORED ADSADD+$994K+10,036$1.8M$2.8M12,57522,611
position key pos:12900 · issuer key iss:808 COMTRIM+$751K−658$2.0M$2.8M14,92514,267
position key sid:sec:prov:23177d7471fc81bfde71ebd0e30ca356 · issuer key cusip6:698813 COM CALLNEW+$2.4M+52,500$0$2.4M—52,500
position key pos:17095 · issuer key iss:588 COMTRIM−$1.1M−6,089$3.4M$2.3M29,51423,425
position key pos:17847 · issuer key iss:221 SPON ADR REP ATRIM−$410K−450$2.4M$2.0M18,68518,235
position key sid:sec:prov:55d8cb7724bd06bab20a2afba8c3ed08 · issuer key cusip6:135086 SHS SUB VTGADD+$406K+51,529$1.0M$1.4M80,536132,065
position key pos:17628 · issuer key iss:1100 CL AADD−$454K+1,396$1.8M$1.3M16,82118,217
position key pos:14821 · issuer key iss:794 COMMON STOCK CALLTRIM$0−50,000$1.1M$1.1M70,00020,000
position key sid:sec:prov:e80cc45ae7833b901a24570947177154 · issuer key cusip6:921909 VG TL INTL STK FADD+$421K+5,311$536K$957K7,10512,416
position key pos:12944 · issuer key cusip6:922908 TOTAL STK MKTADD+$394K+1,301$541K$935K1,6152,916
position key sid:sec:prov:63fa5c7c9852af95fc89e071b88157c3 · issuer key cusip6:922908 REAL ESTATE ETFADD+$412K+4,634$487K$899K5,50010,134
position key pos:13043 · issuer key iss:1012 20 YR TR BD ETFADD+$323K+3,748$349K$672K4,0007,748
position key pos:16133 · issuer key iss:1012 TIPS BD ETFADD+$329K+2,967$341K$670K3,1006,067
position key sid:sec:prov:2727b63284f6235da134480881be8949 · issuer key cusip6:922042 FTSE EMR MKT ETFADD+$206K+3,790$266K$472K4,9458,735
position key pos:10790 · issuer key iss:1444 COMNEW+$415K+14,772$0$415K—14,772
position key pos:17628 · issuer key iss:1100 CL A CALLTRIM−$84.0K−800$209K$125K3,3002,500
pos:14439 CALLEXIT‡e−$1.9M−15,000$1.9M$015,000—
pos:14439EXIT‡e−$4.2M−29,625$4.2M$029,625—
pos:15702 CALLEXIT‡e−$498K−11,500$498K$011,500—
position key pos:17847 · issuer key iss:221 SPON ADR REP A CALLEXIT‡e−$119M−1,022,000$119M$01,022,000—
position key sid:sec:prov:55d8cb7724bd06bab20a2afba8c3ed08 · issuer key cusip6:135086 SHS SUB VTG CALLEXIT‡e−$10.0K−1,000$10.0K$01,000—
sid:sec:prov:d6da6bdaa506dd8093af2511267629da CALLEXIT‡e−$87.6K−2,000,000$87.6K$02,000,000—

Flags: no row carries a flag.

1–20 of the 49 changes on this page

Mark-to-market only (no share change) · 4

Positions whose share count is identical in both quarters; the value changed with price, not with a decision.

Positions held with no share change into quarter 2026-03-31
position matched across quarters by exact reported CUSIP over a registry gap — producer-reconciled identity, never a name match identity_reconciled_by_cusipthe reported share count is unchanged across the pair; this build's data classified the change from its reported value; builds from 2026-09-10 on read it as NO CHANGE classified_by_value · EXIT = absent this quarter: disposed, delisted, under confidential treatment, or reported instead by an affiliated manager — the filing does not say which · change not classifiable: value undisclosed on one side of the quarter pair, or neither shares nor value can classify it · NO CHANGE = the share count is identical in both quarters; the value moved only with price, so the row is mark-to-market and never an ADD or a TRIM (NEW / ADD / TRIM / EXIT / NO CHANGE) · NO PRIOR = this filer has no comparable holdings list for the previous quarter on record — a first filing under this registration, or a quarter reported inside an affiliated manager's filing — so the position is not called a new stakederived by Public Filings from the published aggregate; NULL means the source did not disclose a usable value — never zeroreported unit changed across the pair (SH↔PRN); the share delta is withheld rather than fabricated shares_unit_mismatchPrev valueCurr valuePrev sharesCurr shares
position key pos:15664 · issuer key iss:691 COM CALLNO CHANGE+$105K0$19.3M$19.4M277,000277,000
position key pos:14373 · issuer key iss:41 COM CALLNO CHANGE+$1.1M0$13.3M$14.3M204,800204,800
position key pos:17095 · issuer key iss:588 COM CALLNO CHANGE+$2.5M0$2.9M$5.4M45,00045,000
position key pos:12472 · issuer key iss:1269 COM CALLNO CHANGE$00$4.3M$4.3M215,400215,400

Flags: no row carries a flag.

Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.
Truncated by Public Filings. Changes compare every position with a security identifier, new and exited included; holdings without one are counted, not compared. methodology §13F ↗

Reported positions — 2026-03-31

1–29 of 29 issuers · $1.5B disclosed value over 47 rows · 0 undisclosed-value rows
View
This build carries one quarter for this manager: 2026-03-31. Notable managers carry four published quarters, others two.
Positions Great Hill Capital LLC reported for the quarter ended 2026-03-31, as that filer reported them
This list carries reported issuer names and security identities, without a dated ticker mapping. Symbols are not inferred from names.a position composed from a base filing plus NEW-HOLDINGS amendments keeps every source row here; the composition's latest filed date is the one shown served from this build's published holdings (derived from the filer's own reported rows); every row resolves to its filingShare of total reported value, calculated only when the full position list has disclosed values. This is 13F long value, not total assets.value undisclosed on the filing: retained and counted, excluded from sums, never shown as $0SharesWt
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PAYPAL HLDGS INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for PAYPAL HLDGS INC, as it reported them
PAYPAL HLDGS INC · COM · CALL CUSIP — $851M8,953,700
PAYPAL HLDGS INC · COM CUSIP — $22.3M493,858
$873M9,447,55856.8%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)STANLEY BLACK & DECKER INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for STANLEY BLACK & DECKER INC, as it reported them
STANLEY BLACK & DECKER INC · COM · CALL CUSIP — $294M2,555,800
STANLEY BLACK & DECKER INC · COM CUSIP — $7.4M103,708
$301M2,659,50819.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)V F CORP
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for V F CORP, as it reported them
V F CORP · COM · CALL CUSIP — $75.0M2,999,800
V F CORP · COM CUSIP — $8.8M517,478
$83.8M3,517,2785.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BAXTER INTL INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for BAXTER INTL INC, as it reported them
BAXTER INTL INC · COM · CALL CUSIP — $22.6M753,400
BAXTER INTL INC · COM CUSIP — $8.1M485,097
$30.8M1,238,4972.0%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)HORMEL FOODS CORP
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for HORMEL FOODS CORP, as it reported them
HORMEL FOODS CORP · COM · CALL CUSIP — $20.7M688,700
HORMEL FOODS CORP · COM CUSIP — $7.8M346,320
$28.5M1,035,0201.9%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ETSY INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for ETSY INC, as it reported them
ETSY INC · COM · CALL CUSIP — $19.4M277,000
ETSY INC · COM CUSIP — $5.0M100,974
$24.4M377,9741.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)PFIZER INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for PFIZER INC, as it reported them
PFIZER INC · COM · CALL CUSIP — $23.9M886,700
PFIZER INC · COM CUSIP — $415K14,772
$24.4M901,4721.6%
—ISHARES TR
3 positions · 3 reported rows
Rows Great Hill Capital LLC reported for ISHARES TR, as it reported them
ISHARES TR · 20 YR TR BD ETF · CALL CUSIP — $23.0M230,000
ISHARES TR · 20 YR TR BD ETF CUSIP — $672K7,748
ISHARES TR · TIPS BD ETF CUSIP — $670K6,067
ticker not yet mapped
$24.3M243,8151.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ADVANCE AUTO PARTS INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for ADVANCE AUTO PARTS INC, as it reported them
ADVANCE AUTO PARTS INC · COM · CALL CUSIP — $14.3M204,800
ADVANCE AUTO PARTS INC · COM CUSIP — $9.4M178,596
$23.8M383,3961.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)CROWN CASTLE INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for CROWN CASTLE INC, as it reported them
CROWN CASTLE INC · COM · CALL CUSIP — $13.2M115,000
CROWN CASTLE INC · COM CUSIP — $7.5M92,704
$20.8M207,7041.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DENTSPLY SIRONA INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$11.7M1,008,2740.8%
—PAPA JOHNS INTL INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for PAPA JOHNS INTL INC, as it reported them
PAPA JOHNS INTL INC · COM CUSIP 698813102 $9.1M280,431
PAPA JOHNS INTL INC · COM · CALL CUSIP 698813102 $2.4M52,500
ticker not yet mapped
$11.5M332,9310.7%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)NOV INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for NOV INC, as it reported them
NOV INC · COM CUSIP — $5.1M273,320
NOV INC · COM · CALL CUSIP — $4.3M215,400
$9.4M488,7200.6%
—COOPER-STANDARD HOLDINGS INC · COM CUSIP 21676P103
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$9.2M331,6190.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)ALIBABA GROUP HLDG LTD
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for ALIBABA GROUP HLDG LTD, as it reported them
ALIBABA GROUP HLDG LTD · SPONSORED ADS · CALL CUSIP — $6.4M40,000
ALIBABA GROUP HLDG LTD · SPONSORED ADS CUSIP — $2.8M22,611
$9.2M62,6110.6%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DISNEY WALT CO
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for DISNEY WALT CO, as it reported them
DISNEY WALT CO · COM · CALL CUSIP — $5.4M45,000
DISNEY WALT CO · COM CUSIP — $2.3M23,425
$7.7M68,4250.5%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)DIAGEO PLC · SPON ADR NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$6.9M92,0920.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)QXO INC · COM NEW CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$6.1M315,5650.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)GXO LOGISTICS INCORPORATED
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for GXO LOGISTICS INCORPORATED, as it reported them
GXO LOGISTICS INCORPORATED · COMMON STOCK CUSIP — $4.7M89,763
GXO LOGISTICS INCORPORATED · COMMON STOCK · CALL CUSIP — $1.1M20,000
$5.8M109,7630.4%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)INTEL CORP · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$4.5M102,2430.3%
—COMSTOCK RES INC · COM CUSIP 205768302
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$4.5M213,7010.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BOEING CO · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$3.9M19,6150.3%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)GENERAC HLDGS INC · COM CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.8M14,2670.2%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)BAIDU INC · SPON ADR REP A CUSIP —
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
$2.0M18,2350.1%
—VANGUARD INDEX FDS
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for VANGUARD INDEX FDS, as it reported them
VANGUARD INDEX FDS · TOTAL STK MKT CUSIP — $935K2,916
VANGUARD INDEX FDS · REAL ESTATE ETF CUSIP 922908553 $899K10,134
ticker not yet mapped
$1.8M13,0500.1%
—CANADA GOOSE HLDGS INC · SHS SUB VTG CUSIP 135086106
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$1.4M132,0650.1%
verified against the SEC company list on 2026-09-10 — a reviewed mapping row for this filed issuer name and class (never inferred)LAUDER ESTEE COS INC
2 positions · 2 reported rows
Rows Great Hill Capital LLC reported for LAUDER ESTEE COS INC, as it reported them
LAUDER ESTEE COS INC · CL A CUSIP — $1.3M18,217
LAUDER ESTEE COS INC · CL A · CALL CUSIP — $125K2,500
$1.4M20,7170.1%
—VANGUARD STAR FDS · VG TL INTL STK F CUSIP 921909768
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$957K12,4160.1%
—VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF CUSIP 922042858
quarter ended 2026-03-31 filed filed 2026-04-29 +29d
ticker not yet mapped
$472K8,7350.0%

1–20 of 29 issuers

Change kind and share change are in Position changes above; Congress overlap is planned.

1–29 of 29 issuers · page 1 of 1
One line per issuer, largest first; a row with no issuer key stands on its own line. Open a line for its rows as this filer reported them. The list holds every row this filer reported for the quarter. Issuer totals on the holders pages count each manager's own report once; that never removes a row here. how positions are grouped ↗

Book shape

2026-03-31 · concentration · vs tracked median · tick = median
Top-25 concentration
96.9%above median 80.0%
Concentration index
3,473 bpsabove median 446 bps
Positions with value
47 / 47median book 97.5 positions

Concentration uses reported 13F long value, not total assets. The index is withheld when any position lacks a value. Medians are over the 8,748 tracked filers with a 2026-03-31 book; the index median over the 8,662 with a complete book.

holdings whose <value> did not parse — retained and counted, never zero-filled: 0 · share of the period's disclosed value held in the top-N positions; denominator is reported 13F value, not total assets: 96.9% · integer Herfindahl–Hirschman index in basis points over disclosed position values: 3,473 · QoQ moves: 53

Filing history

AVAILABLE QUARTERS
Available filing periods
PeriodSource
2026-03-31EDGAR ↗
2026-06-30EDGAR ↗

PLANNED sector rotation · Congress overlap · signals for this filer

Complete source filings on SEC EDGAR

The complete filing on EDGAR.

The position list above is served from the published Public Filings build, each position as this filer reported it; where the page cannot embed every reported row, the list says how many it leaves out. This block is provenance, not a substitute: the filing itself is the record, and it is one click away. Public Filings decided on 2026-08-01 to serve this list from its published build; filings newer than this build are on EDGAR.

Open Great Hill Capital LLC's 13F filings on SEC EDGAR ↗
Notes on this data

Quarter-end holdings as filed

Explore the full published position list and its source filing. This record excludes the manager’s cash, shorts and non-13(f) assets.

Compare consecutive quarters

Position changes retain the producer’s classification and comparability flags. Share counts and reported values describe different changes.

A snapshot, not current holdings

Use the quarter selector to inspect available periods. Unknown values stay unknown and each table states its coverage.

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).