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ATHM · 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.

ATHMSPCX
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.
  • ATHM
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterATHMSPCX
Q3 20207 holders, $648mnone listed holders, n.a.
Q4 20204 holders, $758mnone listed holders, n.a.
Q1 20216 holders, $1.0bnnone listed holders, n.a.
Q2 20217 holders, $682mnone listed holders, n.a.
Q3 20219 holders, $480mnone listed holders, n.a.
Q4 20217 holders, $125mnone listed holders, n.a.
Q1 20225 holders, $93mnone listed holders, n.a.
Q2 20223 holders, $229mnone listed holders, n.a.
Q3 20223 holders, $21mnone listed holders, n.a.
Q4 20225 holders, $43mnone listed holders, n.a.
Q1 20239 holders, $205mnone listed holders, n.a.
Q2 20235 holders, $149mnone listed holders, n.a.
Q3 20234 holders, $153mnone listed holders, n.a.
Q4 20233 holders, $136mnone listed holders, n.a.
Q1 20242 holders, $104mnone listed holders, n.a.
Q2 20241 holders, $122mnone listed holders, n.a.
Q3 20243 holders, $201mnone listed holders, n.a.
Q4 20242 holders, $121mnone listed holders, n.a.
Q1 20252 holders, $130mnone listed holders, n.a.
Q2 20251 holders, $113mnone listed holders, n.a.
Q3 20251 holders, $119mnone listed holders, n.a.
Q4 20251 holders, $98mnone listed holders, n.a.
Q1 20261 holders, $72mnone listed holders, n.a.
Q2 20261 holders, $81m42 holders, $105bn
ATHM

Autohome Inc

Holders
1
Reported value
$81m
Buyers
5
Sellers
14

Breadth -9 among 91 comparable managers.

Software and IT servicesInternet, programming and data services
SPCX

Space Exploration Techn Corp

New listing

Holders
42
Reported value
$105bn
Buyers
51
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

Software and IT servicesInternet, programming and data services

Who holds both, Q2 2026

Among the 43 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 ATHM (1)

Acadian Asset Management LLC

Only SPCX (42)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., D1 Capital Partners LP, Davidson Kempner Capital Management LP, Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Freestone Grove Partners LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, and 17 more

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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