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MGNI · 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.
  • MGNI
  • SPCX
020406020212022202320252026
Holders and value by quarter
QuarterMGNISPCX
Q4 20201 holders, $5.7mnone listed holders, n.a.
Q1 20212 holders, $94mnone listed holders, n.a.
Q2 20215 holders, $88mnone listed holders, n.a.
Q3 20213 holders, $43mnone listed holders, n.a.
Q4 20214 holders, $38mnone listed holders, n.a.
Q1 20221 holders, $1.2mnone listed holders, n.a.
Q2 20222 holders, $1.9mnone listed holders, n.a.
Q3 20223 holders, $5.4mnone listed holders, n.a.
Q4 20221 holders, $4.2mnone listed holders, n.a.
Q1 20232 holders, $3.1mnone listed holders, n.a.
Q2 20232 holders, $6.6mnone listed holders, n.a.
Q3 20231 holders, $1.7mnone listed holders, n.a.
Q2 20241 holders, $21mnone listed holders, n.a.
Q3 20241 holders, $50mnone listed holders, n.a.
Q4 20242 holders, $129mnone listed holders, n.a.
Q1 20253 holders, $163mnone listed holders, n.a.
Q2 20256 holders, $520mnone listed holders, n.a.
Q3 20252 holders, $165mnone listed holders, n.a.
Q4 20254 holders, $367mnone listed holders, n.a.
Q1 20263 holders, $84mnone listed holders, n.a.
Q2 20265 holders, $104m42 holders, $105bn
MGNI

Magnite Inc

Holders
3
Reported value
$84m
Buyers
22
Sellers
7

Breadth +15 among 91 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 2026

Among the 3 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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