SYM in the 13F filings
Symbotic Inc · CUSIP 87151X101
- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 1 May 2024
- Managers listing it
- 2
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 0 listed it in both
- Shares listed
- 9,491,152
- combined, among listed positions
- Reported value
- $427m
- combined, at the quarter end
Among the 93 comparable managers: 2 buyers (opened or added shares) and 1 seller (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 SYM in Q1 2024
2 of 2 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Baillie Gifford & Co | 9,483,371 | $427m | 0.33% | New | new | 1 May 2024 (the filing on sec.gov) |
| Maverick Capital Ltd | 7,781 | $350k | under 0.1% | New | new | 15 May 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Baillie Gifford & Conew position · 9,483,371 shares now+9,483,371
- Maverick Capital Ltdnew position · 7,781 shares now+7,781
Reductions
No reduction among listed positions.
New positions and exits
New (2)
- Baillie Gifford & Co$427m
- Maverick Capital Ltd$350k
Exited (1)
- Coatue Management LLCwas $11m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2023 | 1 | $12m | n.a. | n.a. |
| Q3 2023 | 2 | $26m | n.a. | n.a. |
| Q4 2023 | 3 | $81m | 3 | 0 |
| Q1 2024 | 2 | $427m | 2 | 1 |
| Q2 2024 | 2 | $375m | 2 | 0 |
| Q3 2024 | 2 | $357m | 2 | 1 |
| Q4 2024 | 3 | $335m | 2 | 1 |
| Q1 2025 | 3 | $287m | 2 | 1 |
| Q2 2025 | 5 | $543m | 3 | 2 |
| Q3 2025 | 7 | $782m | 4 | 3 |
| Q4 2025 | 9 | $938m | 19 | 10 |
| Q1 2026 | 6 | $757m | 15 | 14 |
| Q2 2026 | 6 | $704m | 19 | 10 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
SYM and GE →SYM and LRCX →SYM and GEV →Choose a stock to compare with SYM →
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 SYM, latest filings →Back to the 13F Explorer →