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ZM · 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.
  • ZM
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterZMSPCX
Q3 202030 holders, $13.1bnnone listed holders, n.a.
Q4 202035 holders, $9.9bnnone listed holders, n.a.
Q1 202124 holders, $12.2bnnone listed holders, n.a.
Q2 202126 holders, $19.2bnnone listed holders, n.a.
Q3 202125 holders, $15.0bnnone listed holders, n.a.
Q4 202121 holders, $10.5bnnone listed holders, n.a.
Q1 202221 holders, $6.0bnnone listed holders, n.a.
Q2 202216 holders, $4.8bnnone listed holders, n.a.
Q3 202214 holders, $2.7bnnone listed holders, n.a.
Q4 202210 holders, $2.4bnnone listed holders, n.a.
Q1 202316 holders, $3.2bnnone listed holders, n.a.
Q2 202313 holders, $2.1bnnone listed holders, n.a.
Q3 202311 holders, $2.1bnnone listed holders, n.a.
Q4 202319 holders, $2.8bnnone listed holders, n.a.
Q1 202415 holders, $2.3bnnone listed holders, n.a.
Q2 202410 holders, $1.8bnnone listed holders, n.a.
Q3 202413 holders, $2.2bnnone listed holders, n.a.
Q4 202413 holders, $2.7bnnone listed holders, n.a.
Q1 202512 holders, $2.0bnnone listed holders, n.a.
Q2 202511 holders, $2.3bnnone listed holders, n.a.
Q3 202515 holders, $2.9bnnone listed holders, n.a.
Q4 202514 holders, $3.2bnnone listed holders, n.a.
Q1 202611 holders, $2.5bnnone listed holders, n.a.
Q2 202616 holders, $2.6bn42 holders, $105bn
ZM

Zoom Communications Inc

Holders
11
Reported value
$2.3bn
Buyers
7
Sellers
4

Breadth +3 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, Q2 2025

Among the 11 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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