Which funds own AUR
Aurora Innovation Inc in the Q2 2026 filings. At least 5 of the 91 current managers on file reported a position, worth $1.1bn 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
- 5
- at least, of 91 current
- Combined value
- $1.1bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 2
- 0 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 |
|---|---|---|---|---|---|
| Capital Research Global Investors Long-only · $717bn book | $566m | 0.1% | 83,051,619 | +$226m+312,165 | Added |
| Baillie Gifford & Co Long-only · $110bn book | $376m | 0.3% | 55,182,704 | +$75m-18,078,996 | Trimmed |
| Durable Capital Partners LP Long/short equity · $10.3bn book | $74m | 0.7% | 10,889,415 | opened10,889,415 | New |
| ARK Investment Management LLC Long-only · $15.4bn book | $42m | 0.3% | 6,131,831 | +$15m-318,932 | Trimmed |
| Third Point LLC Activist · $4.7bn book | $7.0m | 0.2% | 1,032,463 | +$2.8m0 | Held |
Ownership through time
At least 10 of the 95 managers whose filings are on file listed AUR in Q2 2026, against 4 in Q4 2021. 3 managers more than in Q1 2026: 2 started positions; 1 listed it again.
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.
- Q4 2021: 4
- Q1 2022: 3
- Q2 2022: 2
- Q3 2022: 2
- Q4 2022: 2
- Q1 2023: 2
- Q2 2023: 2
- Q3 2023: 5
- Q4 2023: 5
- Q1 2024: 6
- Q2 2024: 5
- Q3 2024: 6
- Q4 2024: 8
- Q1 2025: 7
- Q2 2025: 10
- Q3 2025: 8
- Q4 2025: 6
- Q1 2026: 7
- Q2 2026: 10
- Q4 2021: $801m
- Q1 2022: $391m
- Q2 2022: $31m
- Q3 2022: $35m
- Q4 2022: $19m
- Q1 2023: $22m
- Q2 2023: $47m
- Q3 2023: $301m
- Q4 2023: $622m
- Q1 2024: $432m
- Q2 2024: $337m
- Q3 2024: $818m
- Q4 2024: $1.0bn
- Q1 2025: $1.1bn
- Q2 2025: $892m
- Q3 2025: $1.0bn
- Q4 2025: $743m
- Q1 2026: $847m
- Q2 2026: $1.4bn
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
- Durable Capital Partners LPnew: 10,889,415 shares+$74m
- Janus Henderson Group Ltd11,243,080 to 18,217,970 shares+$48m
- Renaissance Technologies LLCnew: 4,897,100 shares+$33m
- Capital Research Global Investors82,739,454 to 83,051,619 shares+$2.1m
- Polen Capital Management LLCnew: 32,520 shares+$222k
Largest decreases, by shares
- Baillie Gifford & Co73,261,700 to 55,182,704 shares-$123m
- D. E. Shaw & Co.29,260,125 to 22,374,639 shares-$47m
- ARK Investment Management LLC6,450,763 to 6,131,831 shares-$2.2m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital Research Global Investors | Q3 2023 | $566m | $566m | |
| Baillie Gifford & Co | Q4 2021 | $529m | $376m | |
| D. E. Shaw & Co. | Q2 2025 | $154m | $153m | |
| Janus Henderson Group Ltd | Q1 2026 | $124m | $124m | |
| Durable Capital Partners LP | Q3 2023 | $107m | $74m | |
| Balyasny Asset Management LLC | Q2 2026 | $64m | $64m | |
| ARK Investment Management LLC | Q3 2024 | $42m | $42m | |
| Renaissance Technologies LLC | Q2 2026 | $33m | $33m | |
| Third Point LLC | Q4 2021 | $7.0m | $7.0m | |
| Polen Capital Management LLC | Q3 2025 | $222k | $222k | |
| T. Rowe Price Associates Inc | Q4 2021 | $615m | last listed Q1 2025 | |
| Soros Fund Management LLC | Q4 2021 | $22m | last listed Q1 2025 | |
| Brevan Howard Capital Management LP | Q4 2024 | $5.7m | last listed Q2 2025 | |
| ExodusPoint Capital Management LP | Q2 2025 | $4.5m | last listed Q2 2025 | |
| Moore Capital Management LP | Q2 2025 | $3.7m | last listed Q3 2025 | |
| Quantbot Technologies LP | Q2 2025 | $3.6m | last listed Q2 2025 |
What AUR 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 AUR →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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