L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 30 Jul 2025
Managers listing it
33
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 23 listed it in both
Shares listed
119,671,579
combined, among listed positions
Reported value
$19.1bn
combined, at the quarter end

Among the 95 comparable managers: 20 buyers (opened or added shares) and 13 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 Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

33 of 33 holders

ActionFiling
Baillie Gifford & Co41,623,294$6.7bn4.97%Added+2,097,4526 Aug 2025 (the filing on sec.gov)
Tiger Global Management LLC16,041,335$2.6bn7.53%Held014 Aug 2025 (the filing on sec.gov)
T. Rowe Price Associates Inc15,631,250$2.5bn0.28%Added+6,050,97414 Aug 2025 (the filing on sec.gov)
Fidelity (FMR LLC)7,328,814$1.2bn0.07%Trimmed-4,137,32614 Aug 2025 (the filing on sec.gov)
Arrowstreet Capital LP7,068,252$1.1bn0.80%Trimmed-10,60113 Aug 2025 (the filing on sec.gov)
Artisan Partners LP5,251,353$840m1.23%Added+388,05612 Aug 2025 (the filing on sec.gov)
Acadian Asset Management LLC4,080,726$653m1.35%Trimmed-696,6277 Aug 2025 (the filing on sec.gov)
Viking Global Investors LP3,536,987$566m1.64%Trimmed-623,10914 Aug 2025 (the filing on sec.gov)
Point72 Asset Management LP2,708,643$433m0.85%Trimmed-345,37714 Aug 2025 (the filing on sec.gov)
Capital Research Global Investors2,631,167$421m0.08%Trimmed-1,670,48413 Aug 2025 (the filing on sec.gov)
Two Sigma Advisers LP1,906,300$305m0.62%Added+1,211,10014 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP1,641,413$263m0.46%Added+602,20814 Aug 2025 (the filing on sec.gov)
Whale Rock Capital Management LLC1,409,496$225m3.13%Newnew14 Aug 2025 (the filing on sec.gov)
D. E. Shaw & Co.1,365,221$218m0.15%Newnew14 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP1,132,702$181m0.20%Trimmed-2,170,36613 Aug 2025 (the filing on sec.gov)
Voloridge Investment Management LLC899,008$144m0.53%Added+631,88014 Aug 2025 (the filing on sec.gov)
Bridgewater Associates LP872,932$140m0.56%Added+367,21813 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC811,100$130m0.17%Newnew13 Aug 2025 (the filing on sec.gov)
Wellington Management Group LLP757,354$121munder 0.1%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Coatue Management LLC666,305$107m0.30%Trimmed-30,30414 Aug 2025 (the filing on sec.gov)
Millennium Management LLC611,248$98munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC444,281$71m0.05%Added+104,62827 Oct 2026 (the filing on sec.gov)
Man Group PLC380,384$61m0.12%Addedn.a.14 Aug 2025 (the filing on sec.gov)
Tudor Investment Corp222,921$36m0.08%Trimmed-27,10414 Aug 2025 (the filing on sec.gov)
ARK Investment Management LLC155,154$25m0.18%Trimmed-13,24330 Jul 2025 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, 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.

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 →