Free · no sign-up · Q2 2026

Which funds own NE

Noble Corp PLC in the Q2 2026 filings. At least 1 of the 91 current managers on file reported a position, worth $521m 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: 1; at least, of 91 current
Combined value: $521m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 0; 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
First Eagle Investment Management LLC Value · $60.8bn book	$521m	0.9%	13,957,162	-$145m+395,316	Added

Ownership through time

At least 6 of the 95 managers whose filings are on file listed NE in Q2 2026, against 4 in Q3 2022. 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.

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

MFS Investment Management$54m
Bridgewater Associates LP$13m

Largest increases, by shares

MFS Investment Managementnew: 1,450,326 shares+$54m
First Eagle Investment Management LLC13,561,846 to 13,957,162 shares+$15m
Bridgewater Associates LPnew: 354,817 shares+$13m
Capital World Investors2,882,461 to 2,940,824 shares+$2.2m

Largest decreases, by shares

Neuberger Berman Group LLC2,450,368 to 2,440,284 shares-$376k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
First Eagle Investment Management LLC	Q3 2023	$665m	$521m
Capital World Investors	Q2 2023	$166m	$110m
Neuberger Berman Group LLC	Q2 2025	$120m	$91m
MFS Investment Management	Q2 2026	$54m	$54m
Bridgewater Associates LP	Q2 2024	$13m	$13m
Freestone Grove Partners LP	Q4 2024	$27m	$1.9m
T. Rowe Price Associates Inc	Q3 2023	$287m	last listed Q2 2024
Elliott Investment Management LP	Q3 2022	$118m	last listed Q3 2023
Capital Research Global Investors	Q3 2024	$68m	last listed Q4 2024
Marshall Wace LLP	Q1 2023	$50m	last listed Q3 2023
Man Group PLC	Q4 2022	$35m	last listed Q1 2024
Balyasny Asset Management LLC	Q1 2023	$34m	last listed Q1 2024
Point72 Asset Management LP	Q4 2022	$28m	last listed Q2 2024
ExodusPoint Capital Management LP	Q3 2022	$24m	last listed Q2 2023
Two Sigma Investments LP	Q4 2022	$18m	last listed Q4 2022
Schonfeld Strategic Advisors LLC	Q3 2023	$14m	last listed Q4 2023

What NE 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 NE →

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.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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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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