L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 31 Oct 2024
Managers listing it
19
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 13 listed it in both
Shares listed
110,569,153
combined, among listed positions
Reported value
$10.3bn
combined, at the quarter end

1 line marked †. Value as filed implies a price far from other filers'. Each counts in holders and value as filed, and is left out of the net change in shares.

Among the 94 comparable managers: 12 buyers (opened or added shares) and 6 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 Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

19 of 19 holders

ActionFiling
Baillie Gifford & Co39,564,018$3.7bn2.79%Added+5,295,5905 Nov 2024 (the filing on sec.gov)
Tiger Global Management LLC16,041,335$1.5bn6.45%Held014 Nov 2024 (the filing on sec.gov)
Fidelity (FMR LLC)14,381,921$1.4bn0.08%Trimmed-13,718,7265 Nov 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc9,153,586$863m0.10%Trimmed-541,31914 Nov 2024 (the filing on sec.gov)
Capital Research Global Investors6,800,881$641m0.13%Newnew13 Nov 2024 (the filing on sec.gov)
Arrowstreet Capital LP† Value as filed implies a price far from other filers'.7,147,284$524m0.45%Added+5,270,81314 Nov 2024 (the filing on sec.gov)
Artisan Partners LP5,540,726$522m0.78%Added+1,993,81712 Nov 2024 (the filing on sec.gov)
Invesco Ltd2,986,216$282m0.05%Trimmedn.a.12 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP1,869,752$176m0.45%Added+112,98414 Nov 2024 (the filing on sec.gov)
Two Sigma Investments LP1,820,470$172m0.38%Added+1,445,85414 Nov 2024 (the filing on sec.gov)
Acadian Asset Management LLC1,050,077$99m0.31%Added+711,81712 Nov 2024 (the filing on sec.gov)
D. E. Shaw & Co.995,469$94m0.08%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Coatue Management LLC678,308$64m0.24%Held014 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP589,600$56m0.13%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Renaissance Technologies LLC569,200$54m0.08%Trimmed-165,50013 Nov 2024 (the filing on sec.gov)
AQR Capital Management LLC479,342$45m0.06%Addedn.a.14 Nov 2024 (the filing on sec.gov)
Voloridge Investment Management LLC412,900$39m0.14%Newnew14 Nov 2024 (the filing on sec.gov)
Bridgewater Associates LP298,384$28m0.16%Added+242,16913 Nov 2024 (the filing on sec.gov)
ARK Investment Management LLC189,684$18m0.16%Trimmed-19,15731 Oct 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 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.

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.

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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 →