Ticker intelligence from active-registry 13F rows at 2026-03-31. SEC company search
ordinal research screen, not a probability or price target
new=0trims/exits=4conviction funds=1avg weight=1.11%
no active ticker-level quality warning
| Fund | Move | Previous value | Current value | Weight | Source |
|---|---|---|---|---|---|
| Whale Rock | ADD | $330.9M | $282.5M | 3.65% | SEC |
| Citadel Advisors | ADD | $8.4M | $58.3M | 0.01% | SEC |
| Light Street | ADD | $28.9M | $27.0M | 5.05% | SEC |
| Millennium | ADD | $1.3M | $25.0M | 0.01% | SEC |
| AQR Capital | ADD | $5.6M | $6.9M | 0.00% | SEC |
| Polen Capital | ADD | $617K | $950K | 0.01% | SEC |
| Renaissance Tech | TRIM | $102.1M | $73.9M | 0.12% | SEC |
| Point72 | EXIT | $36.3M | $0 | 0.00% | - |
| Two Sigma | TRIM | $43.4M | $23.0M | 0.02% | SEC |
| Bridgewater | EXIT | $1.9M | $0 | 0.00% | - |
| Fund | Weight | Value | SEC filing |
|---|---|---|---|
| Whale Rock | 3.65% | $282.5M | 0001172661-26-002159 |
| Renaissance Tech | 0.12% | $73.9M | 0001037389-26-000033 |
| Citadel Advisors | 0.01% | $58.3M | 0001104659-26-062477 |
| Light Street | 5.05% | $27.0M | 0000935836-26-000261 |
| Millennium | 0.01% | $25.0M | 0001273087-26-000004 |
| Two Sigma | 0.02% | $23.0M | 0000899140-26-000547 |
| AQR Capital | 0.00% | $6.9M | 0001167557-26-000115 |
| Polen Capital | 0.01% | $950K | 0001172661-26-001911 |