get_fund_holdings

com.holdingsintel/mcp · Verify this server

Returns all disclosed positions currently processed for a hedge fund and quarter, paginated. WHEN TO USE: User wants every currently processed disclosed position for a fund, not just the headline moves or rating. Examples: - "List everything Berkshire Hathaway holds" - "Show me Pershing Square's full portfolio" - "What are all of Bridgewater's positions?" PARAMETERS: - cik_or_name: a CIK (e.g. "0001067983") or fund name (fuzzy-matched) - quarter: optional quarter (default: latest available) - limit: positions per page; an unsupported tier limit returns access_limited without changing the input - cursor: pass back the previous response's next_cursor to fetch the next page WHEN NOT TO USE: - Use analyze_fund for the rating, DNA archetype, and headline moves (not the full holdings list) - Use compare_funds to compare portfolios across funds RETURNS: Fund and filing context plus cursor-paginated filing-native positions, including security listing status/detail, shares/value/weight, prior-position deltas, conviction, filing-period and current price dates/sources, cost basis, P&L, and price-data-through. Missing optional price or metadata fields are identified in data_status. VERIFICATION: Cite record-level `source_url` filing or disclosure links when present.