- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 5 Nov 2026
- latest of these filings; the earliest 13 May 2025
- Managers listing it
- 13
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 5 listed it in both
- Shares listed
- 33,046,879
- combined, among listed positions
- Reported value
- $2.0bn
- combined, at the quarter end
Among the 95 comparable managers: 10 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 SGI in Q1 2025
13 of 13 holders
Largest increases and reductions, by shares
Increases
- Fidelity (FMR LLC)existing position · 20,526,251 shares now+11,463,798
- D1 Capital Partners LPnew position · 1,336,567 shares now+1,336,567
- Farallon Capital Management LLCnew position · 1,326,242 shares now+1,326,242
- Davidson Kempner Capital Management LPnew position · 1,047,690 shares now+1,047,690
- Baupost Group LLCnew position · 703,349 shares now+703,349
Reductions
- Maverick Capital Ltdexisting position · 1,040,618 shares now-236,286
- Steadfast Capital Management LPexisting position · 1,959,035 shares now-94,000
- Verition Fund Management LLCexisting position · 370,230 shares now-73,302
New positions and exits
New (6)
Exited (1)
- Two Sigma Advisers LPwas $20m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 3 | $448m | n.a. | n.a. |
| Q3 2013 | 4 | $457m | n.a. | n.a. |
| Q4 2013 | 8 | $452m | n.a. | n.a. |
| Q1 2014 | 4 | $365m | n.a. | n.a. |
| Q2 2014 | 6 | $237m | n.a. | n.a. |
| Q3 2014 | 9 | $374m | n.a. | n.a. |
| Q4 2014 | 5 | $232m | n.a. | n.a. |
| Q1 2015 | 10 | $317m | n.a. | n.a. |
| Q2 2015 | 8 | $402m | n.a. | n.a. |
| Q3 2015 | 9 | $298m | n.a. | n.a. |
| Q4 2015 | 5 | $253m | n.a. | n.a. |
| Q1 2016 | 3 | $286m | n.a. | n.a. |
| Q2 2016 | 7 | $453m | n.a. | n.a. |
| Q3 2016 | 9 | $529m | n.a. | n.a. |
| Q4 2016 | 5 | $642m | n.a. | n.a. |
| Q1 2017 | 4 | $258m | n.a. | n.a. |
| Q2 2017 | 5 | $325m | n.a. | n.a. |
| Q3 2017 | 6 | $335m | n.a. | n.a. |
| Q4 2017 | 2 | $20m | n.a. | n.a. |
| Q1 2018 | 4 | $32m | n.a. | n.a. |
| Q2 2018 | 3 | $66m | n.a. | n.a. |
| Q3 2018 | 3 | $66m | n.a. | n.a. |
| Q4 2018 | 6 | $52m | n.a. | n.a. |
| Q1 2019 | 8 | $139m | n.a. | n.a. |
| Q2 2019 | 9 | $219m | n.a. | n.a. |
| Q3 2019 | 10 | $245m | n.a. | n.a. |
| Q4 2019 | 16 | $339m | n.a. | n.a. |
| Q1 2020 | 11 | $130m | n.a. | n.a. |
| Q2 2020 | 16 | $244m | n.a. | n.a. |
| Q3 2020 | 11 | $258m | n.a. | n.a. |
| Q4 2020 | 12 | $727m | n.a. | n.a. |
| Q1 2021 | 14 | $1.0bn | n.a. | n.a. |
| Q2 2021 | 10 | $1.1bn | n.a. | n.a. |
| Q3 2021 | 6 | $1.4bn | n.a. | n.a. |
| Q4 2021 | 10 | $1.6bn | n.a. | n.a. |
| Q1 2022 | 4 | $731m | n.a. | n.a. |
| Q2 2022 | 5 | $540m | n.a. | n.a. |
| Q3 2022 | 5 | $669m | n.a. | n.a. |
| Q4 2022 | 8 | $994m | n.a. | n.a. |
| Q1 2023 | 5 | $1.1bn | n.a. | n.a. |
| Q2 2023 | 8 | $1.1bn | n.a. | n.a. |
| Q3 2023 | 8 | $1.1bn | n.a. | n.a. |
| Q4 2023 | 7 | $946m | 5 | 4 |
| Q1 2024 | 10 | $787m | 6 | 5 |
| Q2 2024 | 9 | $260m | 6 | 3 |
| Q3 2024 | 9 | $785m | 7 | 3 |
| Q4 2024 | 10 | $852m | 8 | 1 |
| Q1 2025 | 13 | $2.0bn | 10 | 4 |
| Q2 2025 | 10 | $3.0bn | 5 | 7 |
| Q3 2025 | 13 | $3.6bn | 8 | 7 |
| Q4 2025 | 17 | $3.9bn | 24 | 11 |
| Q1 2026 | 14 | $3.5bn | 15 | 21 |
| Q2 2026 | 13 | $3.8bn | 18 | 16 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SGI and AMZN →SGI and TSLA →SGI and HD →Choose a stock to compare with SGI →
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 SGI, latest filings →Back to the 13F Explorer →