Free · no sign-up · Q2 2026

Which funds own LFUS

Littelfuse Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $395m 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: 6; at least, of 91 current
Combined value: $395m; as reported
Opened: 2; new this quarter
Added to: 2; already held
Trimmed or sold out: 2; 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
Neuberger Berman Group LLC Long-only · $150bn book	$213m	0.1%	467,862	-$39m-273,321	Trimmed
D1 Capital Partners LP Long/short equity · $34.8bn book	$102m	0.3%	224,164	opened224,164	New
Holocene Advisors LP Long/short equity · $44.4bn book	$60m	0.1%	132,097	+$58m+125,644	Added
GAMCO Investors Inc Activist · $11.1bn book	$16m	0.1%	34,200	+$4.0m0	Held
Polen Capital Management LLC Long-only · $11.6bn book	$3.2m	0.0%	7,016	+$1.5m+2,057	Added
Maverick Capital Ltd Long/short equity · $11.3bn book	$600k	0.0%	1,210	opened1,210	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Farallon Capital Management LLC · Long/short equity$5.1m held before

Ownership through time

At least 17 of the 95 managers whose filings are on file listed LFUS in Q2 2026, against 3 in Q2 2013. 4 managers more than in Q1 2026: 4 started positions; 2 listed it again; 1 sold out, by its own filing; 1 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.

Managers on file listing it

Their combined reported value

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

D1 Capital Partners LPnew: 224,164 shares+$102m
AllianceBernstein LP321,541 to 337,627 shares+$5.5m
MFS Investment Management132,919 to 138,168 shares+$2.4m
PDT Partners LLCnew: 4,500 shares+$2.0m
Caxton Associates LLPnew: 4,474 shares+$2.0m

Largest decreases, by shares

Neuberger Berman Group LLC741,183 to 467,862 shares-$124m
Wellington Management Group LLP477,529 to 363,183 shares-$52m
Voloridge Investment Management LLC80,628 to 21,490 shares-$27m
Janus Henderson Group Ltd218,571 to 207,653 shares-$5.0m
Bridgewater Associates LP29,389 to 21,332 shares-$3.7m

Left it

Farallon Capital Management LLCwas $5.1m

Manager	First listed	Largest	Q2 2026
Neuberger Berman Group LLC	Q3 2013	$291m	$213m
Wellington Management Group LLP	Q1 2026	$165m	$165m
AllianceBernstein LP	Q2 2018	$235m	$115m
D1 Capital Partners LP	Q2 2026	$102m	$102m
Janus Henderson Group Ltd	Q1 2025	$95m	$95m
MFS Investment Management	Q3 2017	$209m	$63m
Holocene Advisors LP	Q1 2019	$60m	$60m
Marshall Wace LLP	Q2 2026	$42m	$42m
Hudson Bay Capital Management LP	Q4 2025	$19m	$19m
GAMCO Investors Inc	Q2 2013	$16m	$16m
Voloridge Investment Management LLC	Q2 2018	$27m	$9.8m
Bridgewater Associates LP	Q3 2025	$11m	$9.7m
Polen Capital Management LLC	Q4 2017	$3.2m	$3.2m
PDT Partners LLC	Q4 2014	$3.3m	$2.0m
Caxton Associates LLP	Q2 2013	$6.8m	$2.0m
T. Rowe Price Associates Inc	Q4 2017	$596m	last listed Q2 2022
Invesco Ltd	Q1 2018	$243m	last listed Q2 2022
Renaissance Technologies LLC	Q4 2015	$35m	last listed Q2 2016
Tudor Investment Corp	Q2 2013	$21m	last listed Q3 2025
ExodusPoint Capital Management LP	Q4 2024	$16m	last listed Q1 2026
Verition Fund Management LLC	Q3 2024	$14m	last listed Q3 2024
Winton Group Ltd	Q2 2017	$6.8m	last listed Q1 2021
Squarepoint Ops LLC	Q2 2018	$6.1m	last listed Q4 2019
Farallon Capital Management LLC	Q1 2026	$5.1m	last listed Q1 2026
Quantbot Technologies LP	Q2 2019	$4.1m	last listed Q1 2024

What LFUS 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 LFUS →

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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