Which funds own GKOS
Glaukos Corp in the Q2 2026 filings. At least 4 of the 91 current managers on file reported a position, worth $935m 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
- 4
- at least, of 91 current
- Combined value
- $935m
- as reported
- Opened
- 1
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 4
- 2 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 |
|---|---|---|---|---|---|
| Janus Henderson Group Ltd Long-only · $245bn book | $680m | 0.3% | 4,862,894 | +$104m-485,501 | Trimmed |
| Holocene Advisors LP Long/short equity · $44.4bn book | $212m | 0.5% | 1,514,931 | +$63m+131,216 | Added |
| Artisan Partners LP Long-only · $63.1bn book | $43m | 0.1% | 309,266 | -$22m-298,196 | Trimmed |
| Polen Capital Management LLC Long-only · $11.6bn book | $700k | 0.0% | 4,818 | opened4,818 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- ExodusPoint Capital Management LP · Multi-strategy$19m held before
- Farallon Capital Management LLC · Long/short equity$300k held before
Ownership through time
At least 9 of the 95 managers whose filings are on file listed GKOS in Q2 2026, against 2 in Q2 2015. 1 manager more than in Q1 2026: 2 started positions; 1 listed it again; 2 sold out, by their own filings.
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.
- Q2 2015: 2
- Q3 2015: 2
- Q4 2015: 2
- Q1 2016: 1
- Q2 2016: 3
- Q3 2016: 4
- Q4 2016: 5
- Q1 2017: 9
- Q2 2017: 6
- Q3 2017: 3
- Q4 2017: 4
- Q1 2018: 4
- Q2 2018: 5
- Q3 2018: 6
- Q4 2018: 5
- Q1 2019: 6
- Q2 2019: 7
- Q3 2019: 5
- Q4 2019: 6
- Q1 2020: 6
- Q2 2020: 6
- Q3 2020: 7
- Q4 2020: 6
- Q1 2021: 8
- Q2 2021: 7
- Q3 2021: 11
- Q4 2021: 11
- Q1 2022: 8
- Q2 2022: 8
- Q3 2022: 11
- Q4 2022: 9
- Q1 2023: 9
- Q2 2023: 8
- Q3 2023: 7
- Q4 2023: 9
- Q1 2024: 6
- Q2 2024: 7
- Q3 2024: 7
- Q4 2024: 10
- Q1 2025: 10
- Q2 2025: 10
- Q3 2025: 9
- Q4 2025: 7
- Q1 2026: 8
- Q2 2026: 9
- Q2 2015: $9.0m
- Q3 2015: $18m
- Q4 2015: $38m
- Q1 2016: $22m
- Q2 2016: $62m
- Q3 2016: $86m
- Q4 2016: $125m
- Q1 2017: $307m
- Q2 2017: $341m
- Q3 2017: $216m
- Q4 2017: $238m
- Q1 2018: $289m
- Q2 2018: $381m
- Q3 2018: $546m
- Q4 2018: $421m
- Q1 2019: $380m
- Q2 2019: $461m
- Q3 2019: $421m
- Q4 2019: $420m
- Q1 2020: $259m
- Q2 2020: $330m
- Q3 2020: $495m
- Q4 2020: $742m
- Q1 2021: $1.1bn
- Q2 2021: $857m
- Q3 2021: $539m
- Q4 2021: $452m
- Q1 2022: $622m
- Q2 2022: $497m
- Q3 2022: $492m
- Q4 2022: $435m
- Q1 2023: $510m
- Q2 2023: $729m
- Q3 2023: $551m
- Q4 2023: $768m
- Q1 2024: $1.1bn
- Q2 2024: $1.4bn
- Q3 2024: $1.5bn
- Q4 2024: $1.9bn
- Q1 2025: $1.3bn
- Q2 2025: $1.6bn
- Q3 2025: $736m
- Q4 2025: $1.0bn
- Q1 2026: $1.2bn
- Q2 2026: $1.5bn
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
- Balyasny Asset Management LLCnew: 491,636 shares+$69m
- Millennium Management LLC1,173,696 to 1,581,016 shares+$57m
- Holocene Advisors LP1,383,715 to 1,514,931 shares+$18m
- Capital World Investors989,060 to 1,015,943 shares+$3.8m
- Polen Capital Management LLCnew: 4,818 shares+$673k
Largest decreases, by shares
- Janus Henderson Group Ltd5,348,395 to 4,862,894 shares-$68m
- Artisan Partners LP607,462 to 309,266 shares-$42m
- AllianceBernstein LP1,397,556 to 1,254,703 shares-$15m
Left it
- ExodusPoint Capital Management LPwas $19m
- Farallon Capital Management LLCwas $280k
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Janus Henderson Group Ltd | Q2 2017 | $680m | $680m | |
| Millennium Management LLC | Q4 2016 | $221m | $221m | |
| Holocene Advisors LP | Q2 2020 | $212m | $212m | |
| Capital World Investors | Q3 2015 | $183m | $142m | |
| AllianceBernstein LP | Q1 2017 | $186m | $135m | |
| Balyasny Asset Management LLC | Q3 2018 | $69m | $69m | |
| Marshall Wace LLP | Q2 2016 | $44m | $44m | |
| Artisan Partners LP | Q3 2016 | $194m | $43m | |
| Polen Capital Management LLC | Q2 2026 | $673k | $673k | |
| Fidelity (FMR LLC) | Q4 2023 | $916m | last listed Q2 2025 | |
| Baillie Gifford & Co | Q4 2017 | $502m | last listed Q4 2022 | |
| Wellington Management Group LLP | Q1 2021 | $335m | last listed Q3 2025 | |
| Citadel Advisors LLC | Q4 2024 | $179m | last listed Q4 2024 | |
| Point72 Asset Management LP | Q2 2016 | $74m | last listed Q3 2025 | |
| Renaissance Technologies LLC | Q1 2017 | $62m | last listed Q1 2017 | |
| Freestone Grove Partners LP | Q2 2025 | $23m | last listed Q3 2025 | |
| ExodusPoint Capital Management LP | Q4 2018 | $19m | last listed Q1 2026 | |
| Man Group PLC | Q1 2021 | $17m | last listed Q4 2023 | |
| Two Sigma Advisers LP | Q1 2017 | $15m | last listed Q1 2017 |
What GKOS 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 GKOS →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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