- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 14 Aug 2025
- latest of these filings; the earliest 6 Aug 2025
- Managers listing it
- 9
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 7 listed it in both
- Shares listed
- 22,021,141
- combined, among listed positions
- Reported value
- $328m
- combined, at the quarter end
Among the 95 comparable managers: 7 buyers (opened or added shares) and 4 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 SG in Q2 2025
9 of 9 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 12,997,690 | $193m | 0.14% | Added | +1,290,600 | 6 Aug 2025 (the filing on sec.gov) |
| Steadfast Capital Management LP | 2,820,468 | $42m | 0.75% | Added | +1,973,621 | 14 Aug 2025 (the filing on sec.gov) |
| Durable Capital Partners LP | 2,137,996 | $32m | 0.24% | Trimmed | -2,387,113 | 14 Aug 2025 (the filing on sec.gov) |
| Two Sigma Investments LP | 1,937,211 | $29m | 0.05% | Added | +844,831 | 14 Aug 2025 (the filing on sec.gov) |
| Two Sigma Advisers LP | 1,405,800 | $21m | under 0.1% | Added | +860,800 | 14 Aug 2025 (the filing on sec.gov) |
| ExodusPoint Capital Management LP | 328,433 | $4.9m | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
| Maverick Capital Ltd | 296,237 | $4.4m | 0.07% | Added | +39,425 | 14 Aug 2025 (the filing on sec.gov) |
| PDT Partners LLC | 74,655 | $1.1m | 0.06% | Trimmed | -180,222 | 14 Aug 2025 (the filing on sec.gov) |
| Polen Capital Management LLC | 22,651 | $337k | under 0.1% | New | new | 13 Aug 2025 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Steadfast Capital Management LPexisting position · 2,820,468 shares now+1,973,621
- Baillie Gifford & Coexisting position · 12,997,690 shares now+1,290,600
- Two Sigma Advisers LPexisting position · 1,405,800 shares now+860,800
- Two Sigma Investments LPexisting position · 1,937,211 shares now+844,831
- ExodusPoint Capital Management LPnew position · 328,433 shares now+328,433
Reductions
- Durable Capital Partners LPexisting position · 2,137,996 shares now-2,387,113
- PDT Partners LLCexisting position · 74,655 shares now-180,222
New positions and exits
New (2)
Exited (2)
- MFS Investment Managementwas $63m
- Artisan Partners LPwas $23m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2021 | 7 | $816m | n.a. | n.a. |
| Q1 2022 | 7 | $1.3bn | n.a. | n.a. |
| Q2 2022 | 2 | $72m | n.a. | n.a. |
| Q3 2022 | 6 | $506m | n.a. | n.a. |
| Q4 2022 | 2 | $84m | n.a. | n.a. |
| Q1 2023 | 3 | $97m | n.a. | n.a. |
| Q2 2023 | 7 | $278m | n.a. | n.a. |
| Q3 2023 | 6 | $189m | n.a. | n.a. |
| Q4 2023 | 4 | $179m | 2 | 4 |
| Q1 2024 | 9 | $447m | 6 | 3 |
| Q2 2024 | 11 | $638m | 8 | 3 |
| Q3 2024 | 13 | $989m | 7 | 8 |
| Q4 2024 | 9 | $745m | 4 | 5 |
| Q1 2025 | 13 | $792m | 12 | 1 |
| Q2 2025 | 9 | $328m | 7 | 4 |
| Q3 2025 | 5 | $128m | 3 | 4 |
| Q4 2025 | 1 | $72m | 12 | 22 |
| Q1 2026 | 1 | $54m | 14 | 12 |
| Q2 2026 | 1 | $89m | 14 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SG and AMZN →SG and TSLA →SG and HD →Choose a stock to compare with SG →
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 SG, latest filings →Back to the 13F Explorer →