Chart how a fund's largest positions changed last quarter

Compares two consecutive Form 13F filings from the same manager and charts the quarter-over-quarter change in position value, ranked, for the holdings present in both quarters.

Prompt

Pull Situational Awareness LP's two most recent Form 13F-HR filings from SEC-API.io. Compare the position values holding by holding, keep the largest positions that appear in both quarters, and chart the quarter-over-quarter percentage change in position value as a horizontal bar chart, sorted from largest decline to largest increase. Label each bar with the company name, its ticker and the percentage change. Use a zero-anchored axis so declines read as negative. Tell me which filings you used.

Output

When to use this prompt

• Tracking what a manager you follow bought and sold, without opening two filings side by side.
• Spotting conviction changes rather than absolute position size.
• Preparing a note on a fund ahead of the next filing date.

What you get back

• A ranked bar chart of percentage change in position value, with declines and increases on a shared zero-anchored axis.
• Only the holdings present in both quarters, so new positions and full exits do not distort the ranking.
• The two filings named in the source line.

Variations

• Change the manager. Any 13F filer works.
• Ask for new positions and full exits as a separate list, which this chart deliberately excludes.
• Compare four quarters instead of two to show a trend rather than a single move.
• Rank by dollar change instead of percentage change to weight the large positions.

Filings used

• Situational Awareness LP Form 13F-HR for Q4 2025, period ended December 31.
• Situational Awareness LP Form 13F-HR for Q1 2026, period ended March 31.

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