Which funds own MIR
Mirion Technologies Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $123m 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
- 2
- at least, of 91 current
- Combined value
- $123m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- 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 |
|---|---|---|---|---|---|
| Maverick Capital Ltd Long/short equity · $11.3bn book | $94m | 0.8% | 5,245,039 | +$45m+2,595,160 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $29m | 0.3% | 1,619,998 | +$4.6m+305,179 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Polen Capital Management LLC · Long-only$500k held before
Ownership through time
At least 8 of the 95 managers whose filings are on file listed MIR in Q2 2026, against 2 in Q4 2021. 1 manager more than in Q1 2026: 1 started a position; 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, a filing that reported no holdings, 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.
- Q4 2021: 2
- Q1 2022: 1
- Q2 2022: 1
- Q3 2022: 1
- Q4 2022: 1
- Q1 2023: 4
- Q2 2023: 2
- Q3 2023: 2
- Q4 2023: 2
- Q1 2024: 3
- Q2 2024: 3
- Q3 2024: 4
- Q4 2024: 7
- Q1 2025: 4
- Q2 2025: 8
- Q3 2025: 9
- Q4 2025: 6
- Q1 2026: 7
- Q2 2026: 8
- Q4 2021: $10m
- Q1 2022: $3.0m
- Q2 2022: $2.0m
- Q3 2022: $88m
- Q4 2022: $77m
- Q1 2023: $105m
- Q2 2023: $84m
- Q3 2023: $71m
- Q4 2023: $104m
- Q1 2024: $116m
- Q2 2024: $103m
- Q3 2024: $105m
- Q4 2024: $349m
- Q1 2025: $291m
- Q2 2025: $442m
- Q3 2025: $431m
- Q4 2025: $241m
- Q1 2026: $261m
- Q2 2026: $287m
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
- Maverick Capital Ltd2,649,879 to 5,245,039 shares+$47m
- ExodusPoint Capital Management LPnew: 605,134 shares+$11m
- Davidson Kempner Capital Management LP1,314,819 to 1,619,998 shares+$5.5m
- Janus Henderson Group Ltd4,043,089 to 4,114,766 shares+$1.3m
- Bridgewater Associates LP351,785 to 359,138 shares+$132k
Largest decreases, by shares
- GAMCO Investors Inc544,662 to 535,270 shares-$168k
Left it
- Polen Capital Management LLCwas $463k
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Maverick Capital Ltd | Q1 2024 | $117m | $94m | |
| Janus Henderson Group Ltd | Q3 2022 | $178m | $74m | |
| Neuberger Berman Group LLC | Q2 2026 | $57m | $57m | |
| Davidson Kempner Capital Management LP | Q3 2025 | $29m | $29m | |
| ExodusPoint Capital Management LP | Q2 2026 | $11m | $11m | |
| GAMCO Investors Inc | Q1 2023 | $13m | $9.6m | |
| Bridgewater Associates LP | Q4 2024 | $11m | $6.4m | |
| Holocene Advisors LP | Q2 2026 | $6.1m | $6.1m | |
| MFS Investment Management | Q2 2025 | $125m | last listed Q4 2025 | |
| Millennium Management LLC | Q1 2026 | $95m | last listed Q1 2026 | |
| Arrowstreet Capital LP | Q4 2024 | $74m | last listed Q3 2025 | |
| Moore Capital Management LP | Q4 2021 | $8.8m | last listed Q2 2025 | |
| Hudson Bay Capital Management LP | Q4 2021 | $7.4m | last listed Q1 2023 | |
| Discovery Capital Management LLC | Q4 2024 | $6.3m | last listed Q4 2024 | |
| Schonfeld Strategic Advisors LLC | Q1 2023 | $5.6m | last listed Q1 2023 | |
| Element Capital Management LLC | Q3 2025 | $2.7m | last listed Q3 2025 | |
| Polen Capital Management LLC | Q2 2025 | $1.9m | last listed Q1 2026 | |
| Freestone Grove Partners LP | Q3 2025 | $1.8m | last listed Q3 2025 |
What MIR 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 MIR →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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