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TTD · 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.

TTDSPCX
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.
  • TTD
  • SPCX
0204060202120222023202420252026
Holders and value by quarter
QuarterTTDSPCX
Q3 202013 holders, $2.9bnnone listed holders, n.a.
Q4 202017 holders, $4.0bnnone listed holders, n.a.
Q1 202117 holders, $3.9bnnone listed holders, n.a.
Q2 202113 holders, $4.8bnnone listed holders, n.a.
Q3 20216 holders, $4.4bnnone listed holders, n.a.
Q4 202112 holders, $6.8bnnone listed holders, n.a.
Q1 202210 holders, $5.3bnnone listed holders, n.a.
Q2 202216 holders, $3.4bnnone listed holders, n.a.
Q3 202213 holders, $4.5bnnone listed holders, n.a.
Q4 202213 holders, $3.4bnnone listed holders, n.a.
Q1 20239 holders, $4.1bnnone listed holders, n.a.
Q2 202315 holders, $5.5bnnone listed holders, n.a.
Q3 202314 holders, $5.4bnnone listed holders, n.a.
Q4 202316 holders, $4.9bnnone listed holders, n.a.
Q1 202417 holders, $5.5bnnone listed holders, n.a.
Q2 202416 holders, $5.9bnnone listed holders, n.a.
Q3 202415 holders, $6.9bnnone listed holders, n.a.
Q4 202421 holders, $7.3bnnone listed holders, n.a.
Q1 202515 holders, $2.6bnnone listed holders, n.a.
Q2 202518 holders, $3.1bnnone listed holders, n.a.
Q3 202513 holders, $2.3bnnone listed holders, n.a.
Q4 202516 holders, $2.1bnnone listed holders, n.a.
Q1 202613 holders, $997mnone listed holders, n.a.
Q2 20268 holders, $761m42 holders, $105bn
TTD

The Trade Desk Inc

Holders
8
Reported value
$761m
Buyers
16
Sellers
14

Breadth +2 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 47 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only TTD (5)

Acadian Asset Management LLC, Caxton Associates LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Voloridge Investment Management LLC

Only SPCX (39)

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, 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, Moore Capital Management LP, Neuberger Berman Group LLC, and 14 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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