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Which funds own OLED

Universal Displa in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $121m 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: $121m; as reported
Opened: 0; new this quarter
Added to: 2; 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
Marshall Wace LLP Quantitative · $127bn book	$116m	0.1%	1,340,107	+$55m+674,225	Added
Winton Group Ltd Quantitative · $3.1bn book	$5.4m	0.2%	62,919	+$4.2m+49,844	Added

Ownership through time

At least 8 of the 95 managers whose filings are on file listed OLED in Q2 2026, against 1 in Q2 2013. 1 manager more than in Q1 2026: 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

No manager on file started a position.

Largest increases, by shares

Marshall Wace LLP665,882 to 1,340,107 shares+$58m
AllianceBernstein LP1,071,664 to 1,172,883 shares+$9.3m
Winton Group Ltd13,075 to 62,919 shares+$4.3m
Holocene Advisors LP47,449 to 69,017 shares+$1.9m
Quantbot Technologies LP25,504 to 26,154 shares+$56k

Largest decreases, by shares

Voloridge Investment Management LLC351,411 to 136,290 shares-$19m
Caxton Associates LLP43,818 to 18,011 shares-$2.2m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Marshall Wace LLP	Q2 2020	$116m	$116m
AllianceBernstein LP	Q3 2018	$208m	$108m
Walleye Capital LLC	Q2 2022	$12m	$12m
Voloridge Investment Management LLC	Q4 2015	$32m	$12m
Holocene Advisors LP	Q2 2018	$23m	$6.0m
Winton Group Ltd	Q1 2019	$19m	$5.4m
Quantbot Technologies LP	Q2 2014	$2.9m	$2.3m
Caxton Associates LLP	Q3 2016	$4.8m	$1.6m
Fidelity (FMR LLC)	Q3 2020	$450m	last listed Q2 2024
Neuberger Berman Group LLC	Q2 2016	$361m	last listed Q3 2025
Discovery Capital Management LLC	Q2 2013	$324m	last listed Q2 2016
Wellington Management Group LLP	Q1 2021	$245m	last listed Q3 2021
Point72 Asset Management LP	Q4 2018	$181m	last listed Q3 2025
Renaissance Technologies LLC	Q3 2015	$116m	last listed Q4 2022
Janus Henderson Group Ltd	Q4 2015	$101m	last listed Q4 2025
Two Sigma Advisers LP	Q3 2017	$66m	last listed Q3 2020
Millennium Management LLC	Q2 2017	$64m	last listed Q3 2018
AQR Capital Management LLC	Q4 2019	$40m	last listed Q3 2024

What OLED 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 OLED →

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

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