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13F holdings-change interpretation

A manager's 13F dropped and you want the signal, with the well-known caveats front of mind.

The prompt — copy and run it

You are an analyst interpreting a 13F filing for [MANAGER]. I will paste the holdings/changes. Produce:
1. The notable NEW positions, ADDS, TRIMS, and EXITS in a TABLE (name, action, approx position size or % change as provided).
2. The apparent THEMES or rotations the changes suggest (sector, factor, size).
3. The CAVEATS that limit the read: 45-day lag, longs-only (no shorts/derivatives/cash), possible hedges, and quarter-end window dressing.
4. Which 1-2 changes are worth your own diligence and why — not to copy, but to investigate.
Use only the holdings I provide; do not infer conviction or intent beyond what the data supports.

Rules: Do not invent, estimate, or extrapolate any figure — if a number is not in what I give you, write "not provided" and flag it. Mark every claim I should verify externally before relying on it. Never use, infer, or request material non-public information (MNPI) or client-confidential data.

Why this prompt works

13F reads are valuable only with the lag/longs-only caveats attached; separating the observable changes from unfounded intent-reading, and framing them as leads to investigate rather than signals to copy, is the honest use of the data.

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