L3VLUP
Quarter end
31 Dec 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Jan 2025
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 16 listed it in both
Shares listed
109,356,243
combined, among listed positions
Reported value
$11.6bn
combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 7 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing SE in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Baillie Gifford & Co40,954,549$4.3bn3.34%Added+1,390,53131 Jan 2025 (the filing on sec.gov)
Tiger Global Management LLC16,041,335$1.7bn6.43%Held014 Feb 2025 (the filing on sec.gov)
Fidelity (FMR LLC)11,187,792$1.2bn0.07%Trimmed-3,194,1295 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc8,278,808$878m0.10%Trimmed-874,77814 Feb 2025 (the filing on sec.gov)
Capital Research Global Investors8,126,064$862m0.18%Added+1,325,18313 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP7,093,887$753m0.60%Trimmed-53,39712 Feb 2025 (the filing on sec.gov)
Artisan Partners LP5,120,641$543m0.82%Trimmed-420,08512 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC4,423,195$469m1.36%Added+3,373,11811 Feb 2025 (the filing on sec.gov)
Point72 Asset Management LP2,160,495$229m0.51%Added+290,74314 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP1,501,395$159m0.19%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Two Sigma Investments LP953,116$101m0.22%Trimmed-867,35414 Feb 2025 (the filing on sec.gov)
Renaissance Technologies LLC765,900$81m0.12%Added+196,70013 Feb 2025 (the filing on sec.gov)
Coatue Management LLC678,308$72m0.24%Held014 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP597,039$63m0.29%Added+298,65513 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC550,847$58m0.21%Added+137,94714 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP381,300$40m0.09%Trimmed-208,30014 Feb 2025 (the filing on sec.gov)
ARK Investment Management LLC186,548$20m0.16%Trimmed-3,1364 Feb 2025 (the filing on sec.gov)
Man Group PLC171,596$18munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Moore Capital Management LP90,932$9.6m0.11%Newnew14 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP45,294$4.8m0.18%Newnew11 Feb 2025 (the filing on sec.gov)
Soros Fund Management LLC25,449$2.7munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Caxton Associates LLP21,753$2.3m0.07%Newnew14 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

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

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.
19 in Q3 2024 to 22 in Q2 2026

Tracked managers listing it, at least.

010203040201820192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SE by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20174$266mn.a.n.a.
Q1 20183$114mn.a.n.a.
Q2 20186$469mn.a.n.a.
Q3 20185$480mn.a.n.a.
Q4 20184$242mn.a.n.a.
Q1 201915$1.7bnn.a.n.a.
Q2 201920$2.5bnn.a.n.a.
Q3 201918$2.0bnn.a.n.a.
Q4 201922$3.0bnn.a.n.a.
Q1 202025$3.1bnn.a.n.a.
Q2 202029$10.6bnn.a.n.a.
Q3 202027$15.3bnn.a.n.a.
Q4 202029$21.8bnn.a.n.a.
Q1 202132$24.7bnn.a.n.a.
Q2 202133$28.9bnn.a.n.a.
Q3 202136$36.1bnn.a.n.a.
Q4 202135$24.0bnn.a.n.a.
Q1 202214$11.9bnn.a.n.a.
Q2 202215$5.4bnn.a.n.a.
Q3 202214$6.2bnn.a.n.a.
Q4 202212$6.1bnn.a.n.a.
Q1 202321$10.3bnn.a.n.a.
Q2 202318$5.9bnn.a.n.a.
Q3 202317$4.2bnn.a.n.a.
Q4 202314$4.2bn107
Q1 202415$5.7bn115
Q2 202416$7.1bn69
Q3 202419$10.3bn126
Q4 202422$11.6bn137
Q1 202526$15.2bn1512
Q2 202533$19.1bn2013
Q3 202534$21.9bn1617
Q4 202526$16.3bn2326
Q1 202620$10.9bn2319
Q2 202622$12.7bn2119

Compare with…

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

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

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 SE, latest filings →Back to the 13F Explorer →