Manager research
John Overdeck / David Siegel
John Overdeck / David Siegel reports $128.6B across 3,822 holdings in 2026 Q2. Use the filing history and linked holdings to trace how the portfolio changes over time.
Manager profile evidence
This profile is based on the latest visible SEC 13F filing coverage. Portfolio values represent reported quarter-end positions and are not live assets under management.
- Portfolio value
- $128.6B
- Holdings
- 3,822
- Latest filing
- 2026 Q2
- Manager status
- Tracked