Free · no sign-up · Q2 2026

Which funds own SEDG

Solaredge Technologies Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $126m 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: $126m; as reported
Opened: 1; new this quarter
Added to: 0; 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
Viking Global Investors LP Long/short equity · $35.1bn book	$64m	0.2%	1,088,469	opened1,088,469	New
Artisan Partners LP Long-only · $63.1bn book	$63m	0.1%	1,073,197	-$21m-565,293	Trimmed

Sold out of this quarter

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

PDT Partners LLC · Quantitative$8.8m held before

Ownership through time

At least 5 of the 95 managers whose filings are on file listed SEDG in Q2 2026, against 1 in Q1 2015. 1 manager fewer than in Q1 2026: 1 started a position; 1 listed it again; 1 sold out, by its own filing; 2 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

Viking Global Investors LP$64m

Largest increases, by shares

Viking Global Investors LPnew: 1,088,469 shares+$64m

Largest decreases, by shares

Artisan Partners LP1,638,490 to 1,073,197 shares-$33m
Voloridge Investment Management LLC471,516 to 152,738 shares-$19m
Tudor Investment Corp655,109 to 340,513 shares-$18m

Left it

PDT Partners LLCwas $8.8m

Manager	First listed	Largest	Q2 2026
Viking Global Investors LP	Q2 2026	$64m	$64m
Artisan Partners LP	Q4 2018	$84m	$63m
Renaissance Technologies LLC	Q1 2018	$61m	$43m
Tudor Investment Corp	Q2 2018	$33m	$20m
Voloridge Investment Management LLC	Q3 2017	$82m	$8.9m
Fidelity (FMR LLC)	Q1 2020	$949m	last listed Q1 2023
Invesco Ltd	Q2 2019	$485m	last listed Q3 2023
D. E. Shaw & Co.	Q1 2020	$405m	last listed Q2 2023
Wellington Management Group LLP	Q1 2021	$365m	last listed Q2 2023
Baillie Gifford & Co	Q4 2020	$283m	last listed Q1 2025
Citadel Advisors LLC	Q4 2022	$140m	last listed Q4 2022
Holocene Advisors LP	Q4 2018	$139m	last listed Q4 2022
T. Rowe Price Associates Inc	Q1 2023	$136m	last listed Q2 2023
Two Sigma Investments LP	Q2 2017	$114m	last listed Q1 2026
Millennium Management LLC	Q4 2015	$111m	last listed Q2 2023

What SEDG 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 SEDG →

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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