Which funds own AS
Amer Sports Inc in the Q2 2026 filings. At least 8 of the 91 current managers on file reported a position, worth $929m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 8
- at least, of 91 current
- Combined value
- $929m
- as reported
- Opened
- 2
- new this quarter
- Added to
- 4
- already held
- Trimmed or sold out
- 5
- 3 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $329m | 0.4% | 9,722,736 | +$2.7m-190,615 | Trimmed |
| Viking Global Investors LP Long/short equity · $35.1bn book | $202m | 0.6% | 5,954,351 | -$38m-1,316,125 | Trimmed |
| Marshall Wace LLP Quantitative · $127bn book | $195m | 0.2% | 5,764,535 | +$33m+836,980 | Added |
| Man Group PLC Quantitative · $62.7bn book | $77m | 0.1% | 2,271,923 | +$48m+1,384,408 | Added |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $49m | 0.3% | 1,461,150 | +$24m+678,696 | Added |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $31m | 1.0% | 926,300 | opened926,300 | New |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $25m | 0.1% | 750,177 | +$21m+602,012 | Added |
| Rokos Capital Management LLP Macro · $26.8bn book | $21m | 0.1% | 616,279 | opened616,279 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Winton Group Ltd · Quantitative$8.7m held before
- Element Capital Management LLC · Macro$5.1m held before
- PDT Partners LLC · Quantitative$2.4m held before
Ownership through time
At least 20 of the 95 managers whose filings are on file listed AS in Q2 2026, against 6 in Q1 2024. 1 manager fewer than in Q1 2026: 2 started positions; 2 listed it again; 3 sold out, by their own filings; 2 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q1 2024: 6
- Q2 2024: 1
- Q3 2024: 5
- Q4 2024: 11
- Q1 2025: 13
- Q2 2025: 19
- Q3 2025: 20
- Q4 2025: 20
- Q1 2026: 21
- Q2 2026: 20
- Q1 2024: $111m
- Q2 2024: $39m
- Q3 2024: $64m
- Q4 2024: $973m
- Q1 2025: $1.1bn
- Q2 2025: $2.1bn
- Q3 2025: $1.9bn
- Q4 2025: $2.2bn
- Q1 2026: $2.4bn
- Q2 2026: $2.2bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Fidelity (FMR LLC)25,055,716 to 27,503,726 shares+$83m
- Man Group PLC887,515 to 2,271,923 shares+$47m
- Steadfast Capital Management LPnew: 926,300 shares+$31m
- Marshall Wace LLP4,927,555 to 5,764,535 shares+$28m
- Freestone Grove Partners LP782,454 to 1,461,150 shares+$23m
Largest decreases, by shares
- Artisan Partners LP4,738,498 to 144,079 shares-$155m
- Balyasny Asset Management LLC4,001,330 to 1,771,646 shares-$75m
- D. E. Shaw & Co.5,934,611 to 4,243,066 shares-$57m
- Viking Global Investors LP7,270,476 to 5,954,351 shares-$45m
- Point72 Asset Management LP9,913,351 to 9,722,736 shares-$6.5m
Left it
- Winton Group Ltdwas $8.7m
- Element Capital Management LLCwas $5.1m
- PDT Partners LLCwas $2.4m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q4 2024 | $931m | $931m | |
| Point72 Asset Management LP | Q2 2024 | $329m | $329m | |
| Viking Global Investors LP | Q1 2025 | $239m | $201m | |
| Marshall Wace LLP | Q4 2024 | $195m | $195m | |
| D. E. Shaw & Co. | Q1 2025 | $322m | $144m | |
| Man Group PLC | Q1 2025 | $77m | $77m | |
| Balyasny Asset Management LLC | Q4 2024 | $132m | $60m | |
| Freestone Grove Partners LP | Q2 2025 | $49m | $49m | |
| Woodline Partners LP | Q1 2024 | $42m | $42m | |
| Squarepoint Ops LLC | Q4 2025 | $74m | $37m | |
| Steadfast Capital Management LP | Q2 2026 | $31m | $31m | |
| Schonfeld Strategic Advisors LLC | Q3 2024 | $25m | $25m | |
| Walleye Capital LLC | Q2 2025 | $29m | $23m | |
| Rokos Capital Management LLP | Q2 2026 | $21m | $21m | |
| Verition Fund Management LLC | Q4 2024 | $18m | $16m | |
| Arrowstreet Capital LP | Q4 2024 | $121m | last listed Q4 2025 | |
| MFS Investment Management | Q3 2025 | $113m | last listed Q1 2026 | |
| AllianceBernstein LP | Q1 2024 | $94m | last listed Q1 2026 | |
| Renaissance Technologies LLC | Q2 2025 | $40m | last listed Q4 2025 | |
| Tudor Investment Corp | Q2 2025 | $33m | last listed Q3 2025 | |
| Two Sigma Advisers LP | Q2 2025 | $33m | last listed Q2 2025 | |
| Davidson Kempner Capital Management LP | Q1 2024 | $22m | last listed Q3 2025 | |
| Quantbot Technologies LP | Q1 2025 | $15m | last listed Q3 2025 | |
| Winton Group Ltd | Q3 2024 | $8.7m | last listed Q1 2026 | |
| PDT Partners LLC | Q3 2024 | $7.5m | last listed Q1 2026 |
What AS is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around AS →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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