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TTD · 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.

TTDSPCX
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • TTD
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTTDSPCX
Q3 202013 holders, $2.9bnnone listed holders, n.a.
Q4 202017 holders, $4.0bnnone listed holders, n.a.
Q1 202117 holders, $3.9bnnone listed holders, n.a.
Q2 202113 holders, $4.8bnnone listed holders, n.a.
Q3 20216 holders, $4.4bnnone listed holders, n.a.
Q4 202112 holders, $6.8bnnone listed holders, n.a.
Q1 202210 holders, $5.3bnnone listed holders, n.a.
Q2 202216 holders, $3.4bnnone listed holders, n.a.
Q3 202213 holders, $4.5bnnone listed holders, n.a.
Q4 202213 holders, $3.4bnnone listed holders, n.a.
Q1 20239 holders, $4.1bnnone listed holders, n.a.
Q2 202315 holders, $5.5bnnone listed holders, n.a.
Q3 202314 holders, $5.4bnnone listed holders, n.a.
Q4 202316 holders, $4.9bnnone listed holders, n.a.
Q1 202417 holders, $5.5bnnone listed holders, n.a.
Q2 202416 holders, $5.9bnnone listed holders, n.a.
Q3 202415 holders, $6.9bnnone listed holders, n.a.
Q4 202421 holders, $7.3bnnone listed holders, n.a.
Q1 202515 holders, $2.6bnnone listed holders, n.a.
Q2 202518 holders, $3.1bnnone listed holders, n.a.
Q3 202513 holders, $2.3bnnone listed holders, n.a.
Q4 202516 holders, $2.1bnnone listed holders, n.a.
Q1 202613 holders, $997mnone listed holders, n.a.
Q2 20268 holders, $761m42 holders, $105bn
TTD

The Trade Desk Inc

Holders
15
Reported value
$2.6bn
Buyers
12
Sellers
5

Breadth +7 among 95 comparable managers.

Software and IT servicesInternet, programming and data services
SPCX

Space Exploration Techn Corp

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

No cross-section for this quarter.

Software and IT servicesInternet, programming and data services

Who holds both, Q1 2025

Among the 15 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 TTD (15)

Acadian Asset Management LLC, ARK Investment Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Caxton Associates LLP, D. E. Shaw & Co., Element Capital Management LLC, ExodusPoint Capital Management LP, Jane Street Group LLC, Man Group PLC, Neuberger Berman Group LLC, Renaissance Technologies LLC, Tudor Investment Corp, Two Sigma Advisers LP, Voloridge Investment Management LLC

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.

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