GCT in the 13F filings

Gigacloud Technology Inc · CUSIP G38644103

Sector · Consumer discretionary Theme · Consumer and digital platforms· L3VLUP-defined

Quarter

Q1 2024 Q4 2023 Q3 2023

Quarter end: 31 Dec 2023; the date the book describes
Filed: 14 Feb 2024; latest of these filings; the earliest 13 Feb 2024
Managers listing it: 2; at least, of 95 tracked, among listed positions
Comparable managers: 93; filed both Q3 2023 and Q4 2023; 1 listed it in both
Shares listed: 1,516,589; combined, among listed positions
Reported value: $28m; combined, at the quarter end

Among the 93 comparable managers: 2 buyers (opened or added shares) and 0 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +419,640.

Managers listing GCT in Q4 2023

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

2 of 2 holders

				Action		Filing
Acadian Asset Management LLC	1,264,449	$23m	0.09%	Added	+167,500	13 Feb 2024 (the filing on sec.gov)
Verition Fund Management LLC	252,140	$4.6m	under 0.1%	New	new	14 Feb 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2023 to Q4 2023, among managers that listed it in both quarters or opened it.

Increases

Verition Fund Management LLCnew position · 252,140 shares now+252,140
Acadian Asset Management LLCexisting position · 1,264,449 shares now+167,500

Reductions

No reduction among listed positions.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Verition Fund Management LLC$4.6m

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

1 in Q3 2023 to 1 in Q1 2024

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

GCT and GOOGL →GCT and AMZN →GCT and GOOG →Choose a stock to compare with GCT →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own GCT, latest filings →Back to the 13F Explorer →

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Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

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GCT by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q3 2023	1	$9.6m	n.a.	n.a.
Q4 2023	2	$28m	2	0
Q1 2024	1	$10m	0	1