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.
- SPCX
- APP
| Quarter | SPCX | APP |
|---|---|---|
| Q2 2021 | none listed holders, n.a. | 4 holders, $153m |
| Q3 2021 | none listed holders, n.a. | 4 holders, $124m |
| Q4 2021 | none listed holders, n.a. | 6 holders, $223m |
| Q1 2022 | none listed holders, n.a. | 5 holders, $123m |
| Q2 2022 | none listed holders, n.a. | 3 holders, $61m |
| Q3 2022 | none listed holders, n.a. | 2 holders, $115m |
| Q4 2022 | none listed holders, n.a. | 5 holders, $101m |
| Q1 2023 | none listed holders, n.a. | 6 holders, $92m |
| Q2 2023 | none listed holders, n.a. | 9 holders, $128m |
| Q3 2023 | none listed holders, n.a. | 11 holders, $310m |
| Q4 2023 | none listed holders, n.a. | 10 holders, $330m |
| Q1 2024 | none listed holders, n.a. | 15 holders, $1.4bn |
| Q2 2024 | none listed holders, n.a. | 17 holders, $1.8bn |
| Q3 2024 | none listed holders, n.a. | 23 holders, $3.9bn |
| Q4 2024 | none listed holders, n.a. | 36 holders, $16.5bn |
| Q1 2025 | none listed holders, n.a. | 34 holders, $13.9bn |
| Q2 2025 | none listed holders, n.a. | 44 holders, $20.5bn |
| Q3 2025 | none listed holders, n.a. | 36 holders, $37.9bn |
| Q4 2025 | none listed holders, n.a. | 34 holders, $38.0bn |
| Q1 2026 | none listed holders, n.a. | 27 holders, $23.3bn |
| Q2 2026 | 42 holders, $105bn | 22 holders, $29.1bn |
SPCX
Space Exploration Techn Corp
- Holders
- 0
- Reported value
- $0
- Buyers
- n.a.
- Sellers
- n.a.
No cross-section for this quarter.
APP
Applovin Corp
- Holders
- 10
- Reported value
- $330m
- Buyers
- 5
- Sellers
- 5
Breadth 0 among 93 comparable managers.
Who holds both, Q4 2023
Among the 10 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.
Both (0)
No tracked manager lists every one of them.
Only SPCX (0)
None.
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.