get_owner_portfolio

Returns the portfolio of a single owner: every publicly-disclosed equity position the owner holds, ordered by fraction of total share capital owned (largest first). Use search_owners or a row from get_owner_list / get_sub_holdings to obtain the owner_id. Two perspectives are supported: 'beneficial' (positions attributed to the ultimate beneficial owner, e.g. a family or institution that owns through holding companies) and 'manager' (positions attributed to the nearest visible fund or asset manager). Each row reports the company, shares held, fraction of capital, fraction of voting rights (which can differ from capital because of multi-class share structures), position value converted to your organization's configured display currency (value_currency on each row names it), and whether sub-holdings exist beneath this position (has_sub_holdings, drillable via get_sub_holdings). Each row also reports portfolio_weight - the position's share of the owner's entire portfolio value, not of the page returned - together with cost_basis and cost_basis_currency (the owner's average acquisition cost per share, blended across share classes), management_type and management_style (how the owner invests), and owner_parent_id / owner_parent_name where this position sits under a parent owner. The response envelope carries portfolio_value, the whole-portfolio total the weights are fractions of. Pass an 'at' date to retrieve a historical snapshot. Portfolios can be larger than one page (default limit 25, max 100 per page); when next_cursor is present in the response, pass it back as cursor on the next call to retrieve the next page until next_cursor is absent. For full enumeration of a large portfolio, set limit=100. Successful calls may consume Dataflow credits per position actually returned; an empty result costs zero credits.