Free · no sign-up · Q2 2026

Which funds own PSN

Parsons Corp Del in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $42m 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: $42m; as reported
Opened: 1; new this quarter
Added to: 1; already held
Trimmed or sold out: 3; 3 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
Discovery Capital Management LLC Macro · $2.4bn book	$28m	1.2%	528,600	+$700k+29,500	Added
Rokos Capital Management LLP Macro · $26.8bn book	$14m	0.1%	263,318	opened263,318	New

Sold out of this quarter

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

Schonfeld Strategic Advisors LLC · Multi-strategy$20m held before
Artisan Partners LP · Long-only$5.4m held before
Oaktree Capital Management LP · Activist$2.0m held before

Ownership through time

At least 7 of the 95 managers whose filings are on file listed PSN in Q2 2026, against 4 in Q2 2019. The same number as in Q1 2026: 2 started positions; 1 listed it again; 2 sold out, by their own filings; 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.

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

Wellington Management Group LLP3,192,974 to 4,600,295 shares+$74m
Rokos Capital Management LLPnew: 263,318 shares+$14m
First Eagle Investment Management LLCnew: 179,257 shares+$9.4m
Discovery Capital Management LLC499,100 to 528,600 shares+$1.5m

Largest decreases, by shares

Moore Capital Management LP158,587 to 24,951 shares-$7.0m
PDT Partners LLC33,690 to 28,590 shares-$267k

Left it

Schonfeld Strategic Advisors LLCwas $20m
Artisan Partners LPwas $5.4m

Manager	First listed	Largest	Q2 2026
Wellington Management Group LLP	Q1 2026	$241m	$241m
Discovery Capital Management LLC	Q4 2024	$36m	$28m
Rokos Capital Management LLP	Q2 2026	$14m	$14m
First Eagle Investment Management LLC	Q2 2026	$9.4m	$9.4m
Holocene Advisors LP	Q1 2021	$3.7m	$3.7m
PDT Partners LLC	Q4 2020	$5.0m	$1.5m
Moore Capital Management LP	Q4 2025	$21m	$1.3m
Artisan Partners LP	Q3 2024	$193m	last listed Q1 2026
Millennium Management LLC	Q1 2025	$85m	last listed Q1 2025
AQR Capital Management LLC	Q3 2024	$84m	last listed Q3 2025
D. E. Shaw & Co.	Q1 2024	$73m	last listed Q3 2024
ValueAct Holdings LP	Q2 2019	$67m	last listed Q3 2019
Janus Henderson Group Ltd	Q2 2025	$45m	last listed Q3 2025
Two Sigma Investments LP	Q3 2023	$41m	last listed Q1 2025
Freestone Grove Partners LP	Q4 2024	$40m	last listed Q1 2026
Point72 Asset Management LP	Q3 2020	$38m	last listed Q3 2025
Renaissance Technologies LLC	Q1 2024	$34m	last listed Q2 2024

What PSN 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 PSN →

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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