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PUBM · 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.

PUBMSPCX
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.
  • PUBM
  • SPCX
0204060Q4 2020Q3 2021Q1 2022Q3 2023Q1 2024Q2 2025Q2 2026
Holders and value by quarter
QuarterPUBMSPCX
Q4 20203 holders, $15mnone listed holders, n.a.
Q2 20211 holders, $7.6mnone listed holders, n.a.
Q3 20212 holders, $7.8mnone listed holders, n.a.
Q4 20212 holders, $17mnone listed holders, n.a.
Q1 20223 holders, $11mnone listed holders, n.a.
Q2 20221 holders, $1.4mnone listed holders, n.a.
Q3 20231 holders, $522knone listed holders, n.a.
Q4 20231 holders, $546knone listed holders, n.a.
Q1 20241 holders, $446knone listed holders, n.a.
Q2 20241 holders, $5.9mnone listed holders, n.a.
Q2 20251 holders, $7.8mnone listed holders, n.a.
Q1 20261 holders, $13mnone listed holders, n.a.
Q2 20261 holders, $21m42 holders, $105bn
PUBM

Pubmatic Inc

Holders
1
Reported value
$21m
Buyers
9
Sellers
13

Breadth -4 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 PUBM (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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