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APLD · 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.
  • APLD
  • SPCX
0204060Q3 2023Q4 2023Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
Holders and value by quarter
QuarterAPLDSPCX
Q3 20231 holders, $8.7mnone listed holders, n.a.
Q4 20231 holders, $49mnone listed holders, n.a.
Q3 20241 holders, $15mnone listed holders, n.a.
Q4 20244 holders, $13mnone listed holders, n.a.
Q1 20252 holders, $6.9mnone listed holders, n.a.
Q2 20251 holders, $33mnone listed holders, n.a.
Q3 20257 holders, $614mnone listed holders, n.a.
Q4 20252 holders, $218mnone listed holders, n.a.
Q1 20262 holders, $83mnone listed holders, n.a.
Q2 202611 holders, $778m42 holders, $105bn
APLD

Applied Digital Corp

Holders
2
Reported value
$6.9m
Buyers
2
Sellers
2

Breadth 0 among 95 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, Q1 2025

Among the 2 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.

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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