Ticker intelligence from active-registry 13F rows at 2026-06-30. SEC company search
ordinal research screen, not a probability or price target
new=0trims/exits=15conviction funds=6avg weight=3.27%
aum_jump: D. E. Shawaum_jump: Altimeteraum_jump: Duquesne FO
| Fund | Move | Previous value | Current value | Weight | Source |
|---|---|---|---|---|---|
| Appaloosa | ADD | $448.6M | $788.0M | 10.20% | SEC |
| Dodge & Cox | ADD | $36.4M | $688.1M | 0.36% | SEC |
| Altimeter | ADD | $461.5M | $682.6M | 6.94% | SEC |
| Renaissance Tech | ADD | $191.9M | $405.5M | 0.56% | SEC |
| Polen Capital | ADD | $59.0M | $239.4M | 2.06% | SEC |
| Third Point | ADD | $92.9M | $219.7M | 4.69% | SEC |
| AQR Capital | ADD | $29.3M | $54.7M | 0.02% | SEC |
| Duquesne FO | ADD | $167K | $282K | 5.40% | SEC |
| Coatue | TRIM | $3.1B | $4.3B | 8.76% | SEC |
| Tiger Global | TRIM | $1.9B | $2.3B | 9.72% | SEC |
| Viking Global | TRIM | $1.5B | $1.5B | 4.31% | SEC |
| Point72 | TRIM | $627.8M | $766.0M | 0.84% | SEC |
| Millennium | TRIM | $754.6M | $760.5M | 0.28% | SEC |
| D. E. Shaw | TRIM | $1.0B | $369.2M | 0.18% | SEC |
| Whale Rock | TRIM | $276.9M | $281.7M | 2.26% | SEC |
| Citadel Advisors | TRIM | $1.4B | $251.2M | 0.03% | SEC |
| Soros | HOLD | $176.5M | $249.4M | 3.06% | SEC |
| Eminence | EXIT | $142.5M | $0 | 0.00% | - |
| D1 Capital | EXIT | $111.1M | $0 | 0.00% | - |
| Light Street | TRIM | $76.9M | $107.9M | 11.95% | SEC |
| Two Sigma | TRIM | $205.6M | $57.7M | 0.04% | SEC |
| Lone Pine | TRIM | $469.6M | $48.4M | 0.30% | SEC |
| Bridgewater | TRIM | $364.0M | $16.5M | 0.07% | SEC |
| Davis Advisors | TRIM | $2.4M | $1.9M | 0.01% | SEC |
| Fund | Weight | Value | SEC filing |
|---|---|---|---|
| Coatue | 8.76% | $4.3B | 0000919574-26-005478 |
| Tiger Global | 9.72% | $2.3B | 0000919574-26-005427 |
| Viking Global | 4.31% | $1.5B | 0001103804-26-000006 |
| Appaloosa | 10.20% | $788.0M | 0001656456-26-000003 |
| Point72 | 0.84% | $766.0M | 0000919574-26-005520 |
| Millennium | 0.28% | $760.5M | 0001273087-26-000007 |
| Dodge & Cox | 0.36% | $688.1M | 0001193125-26-349535 |
| Altimeter | 6.94% | $682.6M | 0001541617-26-000008 |
| Renaissance Tech | 0.56% | $405.5M | 0001037389-26-000059 |
| D. E. Shaw | 0.18% | $369.2M | 0001104659-26-097217 |
| Whale Rock | 2.26% | $281.7M | 0001172661-26-003733 |
| Citadel Advisors | 0.03% | $251.2M | 0001104659-26-097200 |
| Soros | 3.06% | $249.4M | 0000902664-26-003507 |
| Polen Capital | 2.06% | $239.4M | 0001172661-26-003035 |
| Third Point | 4.69% | $219.7M | 0001040273-26-000003 |
| Light Street | 11.95% | $107.9M | 0000935836-26-000422 |
| Two Sigma | 0.04% | $57.7M | 0000899140-26-000855 |
| AQR Capital | 0.02% | $54.7M | 0001167557-26-000226 |
| Lone Pine | 0.30% | $48.4M | 0000919574-26-005485 |
| Bridgewater | 0.07% | $16.5M | 0001350694-26-000003 |
| Davis Advisors | 0.01% | $1.9M | 0001036325-26-000020 |
| Duquesne FO | 5.40% | $282K | 0001536411-26-000006 |