Filing analysis
Mariner, LLC
13F-HR · period Q2 2026 · filed Aug 13, 2026
$95.19BReported 13F value
4,694Positions
2Other managers included
+456New
1418Increased
1513Reduced
−475Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| HONA Honeywell Aerospace Inc | $48.10M | 0.1% |
| IWLG | $17.90M | 0.0% |
| SPCX Space Exploration… | $13.39M | 0.0% |
| POOL Pool Corporation | $12.83M | 0.0% |
| FDXF FedEx Freight Holding… | $12.81M | 0.0% |
| CBRS Cerebras Systems Inc. | $11.54M | 0.0% |
| U Unity Software Inc. | $11.36M | 0.0% |
| RVMD Revolution Medicines, Inc. | $8.20M | 0.0% |
| CAG Conagra Brands, Inc. | $7.96M | 0.0% |
| LEND | $7.17M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MU Micron Technology, Inc. | ▲ Add | +81.1% | $1.09B |
| AAPL Apple Inc. | ▲ Add | +1.8% | $5.21B |
| NVDA NVIDIA Corporation | ▼ Trim | -0.9% | $5.19B |
| IVV iShares Core S&P 500 ETF | ▲ Add | +1.8% | $4.17B |
| VEA Vanguard FTSE Developed… | ▲ Add | +4.2% | $2.64B |
| AMAT Applied Materials, Inc. | ▲ Add | +29.4% | $469.71M |
| GOOGL Alphabet Inc. | ▼ Trim | -1.9% | $1.64B |
| AVGO Broadcom Inc. | ▲ Add | +0.6% | $1.35B |
| GLW Corning Inc | ▼ Trim | -19.5% | $732.79M |
| CRWD CrowdStrike Holdings, Inc. | ▲ Add | +2.1% | $486.15M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.