Which funds own BETA
Beta Technologies in the Q3 2026 filings. At least 1 of the 4 current managers on file reported a position, worth $24m between them. At least a fifth of the current managers on file hold it, which is a crowd without being the whole market. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 1
- at least, of 4 current
- Combined value
- $24m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 0
- already held
- Trimmed or sold out
- 1
- 1 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 |
|---|---|---|---|---|---|
| Baillie Gifford & Co Long-only · $106bn book | $24m | 0.0% | 1,088,632 | opened1,088,632 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Squarepoint Ops LLC · Multi-strategy$2.0m held before
Ownership through time
At least 1 of the 95 managers whose filings are on file listed BETA in Q3 2026, against 3 in Q4 2025.
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 2025: 3
- Q3 2026: 1
- Q4 2025: $946m
- Q3 2026: $24m
Started in Q3 2026
Added to it
No manager on file added.
Cut it
No manager on file cut it.
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q3 2026 |
|---|---|---|---|---|
| Baillie Gifford & Co | Q3 2026 | $24m | $24m | |
| Fidelity (FMR LLC) | Q4 2025 | $933m | last listed Q4 2025 | |
| Soros Fund Management LLC | Q4 2025 | $7.6m | last listed Q4 2025 | |
| Davidson Kempner Capital Management LP | Q4 2025 | $5.3m | last listed Q4 2025 |
BETA quarter by quarter in the 13F Explorer: share of each book, share changes and the filings →
What BETA 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 BETA →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
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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