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SPCX · APP 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.

SPCXAPP
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.
  • SPCX
  • APP
020406020222023202420252026
Holders and value by quarter
QuarterSPCXAPP
Q2 2021none listed holders, n.a.4 holders, $153m
Q3 2021none listed holders, n.a.4 holders, $124m
Q4 2021none listed holders, n.a.6 holders, $223m
Q1 2022none listed holders, n.a.5 holders, $123m
Q2 2022none listed holders, n.a.3 holders, $61m
Q3 2022none listed holders, n.a.2 holders, $115m
Q4 2022none listed holders, n.a.5 holders, $101m
Q1 2023none listed holders, n.a.6 holders, $92m
Q2 2023none listed holders, n.a.9 holders, $128m
Q3 2023none listed holders, n.a.11 holders, $310m
Q4 2023none listed holders, n.a.10 holders, $330m
Q1 2024none listed holders, n.a.15 holders, $1.4bn
Q2 2024none listed holders, n.a.17 holders, $1.8bn
Q3 2024none listed holders, n.a.23 holders, $3.9bn
Q4 2024none listed holders, n.a.36 holders, $16.5bn
Q1 2025none listed holders, n.a.34 holders, $13.9bn
Q2 2025none listed holders, n.a.44 holders, $20.5bn
Q3 2025none listed holders, n.a.36 holders, $37.9bn
Q4 2025none listed holders, n.a.34 holders, $38.0bn
Q1 2026none listed holders, n.a.27 holders, $23.3bn
Q2 202642 holders, $105bn22 holders, $29.1bn
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
APP

Applovin Corp

Holders
22
Reported value
$29.1bn
Buyers
19
Sellers
24

Breadth -5 among 91 comparable managers.

Software and IT servicesConsumer and digital platforms · L3VLUPInternet, programming and data services

Who holds both, Q2 2026

Among the 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SPCX (25)

Altimeter Capital Management LP, Appaloosa LP, ARK Investment Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Citadel Advisors LLC, D. E. Shaw & Co., Dragoneer Investment Group LLC, Element Capital Management LLC, ExodusPoint Capital Management LP, Freestone Grove Partners LP, Hudson Bay Capital Management LP, MFS Investment Management, Millennium Management LLC, Polen Capital Management LLC, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Third Point LLC, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Investments LP, Viking Global Investors LP, Walleye Capital LLC

Only APP (5)

Arrowstreet Capital LP, Bridgewater Associates LP, Discovery Capital Management LLC, Lone Pine Capital LLC, Marshall Wace LLP

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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