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CARG · SPCX in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • CARG
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterCARGSPCX
Q3 202011 holders, $510mnone listed holders, n.a.
Q4 202012 holders, $845mnone listed holders, n.a.
Q1 202112 holders, $567mnone listed holders, n.a.
Q2 20219 holders, $548mnone listed holders, n.a.
Q3 20219 holders, $638mnone listed holders, n.a.
Q4 20218 holders, $726mnone listed holders, n.a.
Q1 20228 holders, $1.1bnnone listed holders, n.a.
Q2 20224 holders, $536mnone listed holders, n.a.
Q3 20224 holders, $350mnone listed holders, n.a.
Q4 20226 holders, $385mnone listed holders, n.a.
Q1 20236 holders, $470mnone listed holders, n.a.
Q2 20235 holders, $409mnone listed holders, n.a.
Q3 20236 holders, $129mnone listed holders, n.a.
Q4 20236 holders, $227mnone listed holders, n.a.
Q1 20244 holders, $178mnone listed holders, n.a.
Q2 20245 holders, $201mnone listed holders, n.a.
Q3 20245 holders, $197mnone listed holders, n.a.
Q4 20249 holders, $355mnone listed holders, n.a.
Q1 20256 holders, $309mnone listed holders, n.a.
Q2 20257 holders, $413mnone listed holders, n.a.
Q3 20254 holders, $447mnone listed holders, n.a.
Q4 20255 holders, $395mnone listed holders, n.a.
Q1 20264 holders, $262mnone listed holders, n.a.
Q2 20264 holders, $44m42 holders, $105bn
CARG

Cargurus Inc

Holders
6
Reported value
$227m
Buyers
4
Sellers
3

Breadth +1 among 93 comparable managers.

SPCX

Space Exploration Techn Corp

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

Who holds both, Q4 2023

Among the 6 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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