Which funds own SN
Sharkninja Inc in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $3.3bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went the other way: 7 managers trimmed or sold out against 2 buying.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $3.3bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 2
- already held
- Trimmed or sold out
- 7
- 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 |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $3.0bn | 0.1% | 19,374,823 | +$815m-788,556 | Trimmed |
| Baillie Gifford & Co Long-only · $110bn book | $291m | 0.3% | 1,912,105 | +$86m-27,211 | Trimmed |
| Steadfast Capital Management LP Long/short equity · $3.3bn book | $47m | 1.4% | 308,676 | -$83m-922,463 | Trimmed |
| PDT Partners LLC Quantitative · $1.9bn book | $23m | 1.2% | 149,180 | +$15m+77,352 | Added |
| Southeastern Asset Management Inc Activist · $1.9bn book | $9.6m | 0.5% | 63,234 | -$17m-187,432 | Trimmed |
| Polen Capital Management LLC Long-only · $11.6bn book | $600k | 0.0% | 4,146 | +$400k+1,655 | Added |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Renaissance Technologies LLC · Quantitative$29m held before
- Third Point LLC · Activist$14m held before
- Schonfeld Strategic Advisors LLC · Multi-strategy$6.4m held before
Ownership through time
At least 10 of the 95 managers whose filings are on file listed SN in Q2 2026, against 3 in Q3 2023. 4 managers fewer than in Q1 2026: 1 started a position; 1 sold out, by its own filing; 4 no longer listed it among the positions read, which can mean a holding below the listed range 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.
- Q3 2023: 3
- Q4 2023: 8
- Q1 2024: 12
- Q2 2024: 19
- Q3 2024: 20
- Q4 2024: 15
- Q1 2025: 11
- Q2 2025: 12
- Q3 2025: 13
- Q4 2025: 15
- Q1 2026: 14
- Q2 2026: 10
- Q3 2023: $102m
- Q4 2023: $283m
- Q1 2024: $407m
- Q2 2024: $1.2bn
- Q3 2024: $2.1bn
- Q4 2024: $2.2bn
- Q1 2025: $1.6bn
- Q2 2025: $2.3bn
- Q3 2025: $2.9bn
- Q4 2025: $3.1bn
- Q1 2026: $2.8bn
- Q2 2026: $3.5bn
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
- Winton Group Ltd$2.5m
Largest increases, by shares
- AllianceBernstein LP1,308,850 to 1,722,242 shares+$44m
- PDT Partners LLC71,828 to 149,180 shares+$12m
- Winton Group Ltdnew: 16,174 shares+$2.5m
- Polen Capital Management LLC2,491 to 4,146 shares+$252k
- First Eagle Investment Management LLC8,034 to 8,155 shares+$18k
Largest decreases, by shares
- Steadfast Capital Management LP1,231,139 to 308,676 shares-$140m
- Fidelity (FMR LLC)20,163,379 to 19,374,823 shares-$120m
- Holocene Advisors LP437,123 to 74,797 shares-$55m
- Southeastern Asset Management Inc250,666 to 63,234 shares-$29m
- Baillie Gifford & Co1,939,316 to 1,912,105 shares-$4.1m
Left it
- Third Point LLCwas $14m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q2 2024 | $3.0bn | $3.0bn | |
| Baillie Gifford & Co | Q2 2024 | $291m | $291m | |
| AllianceBernstein LP | Q4 2023 | $205m | $182m | |
| Steadfast Capital Management LP | Q1 2026 | $130m | $47m | |
| PDT Partners LLC | Q4 2023 | $23m | $23m | |
| Holocene Advisors LP | Q3 2023 | $46m | $11m | |
| Southeastern Asset Management Inc | Q3 2023 | $88m | $9.6m | |
| Winton Group Ltd | Q1 2024 | $2.5m | $2.5m | |
| First Eagle Investment Management LLC | Q2 2025 | $1.2m | $1.2m | |
| Polen Capital Management LLC | Q1 2026 | $631k | $631k | |
| Third Point LLC | Q1 2025 | $186m | last listed Q1 2026 | |
| Artisan Partners LP | Q4 2023 | $106m | last listed Q3 2025 | |
| Two Sigma Investments LP | Q2 2024 | $84m | last listed Q4 2024 | |
| Voloridge Investment Management LLC | Q2 2024 | $81m | last listed Q4 2024 | |
| Balyasny Asset Management LLC | Q1 2024 | $73m | last listed Q1 2025 | |
| Point72 Asset Management LP | Q3 2025 | $56m | last listed Q4 2025 | |
| Two Sigma Advisers LP | Q2 2024 | $52m | last listed Q4 2024 | |
| Egerton Capital UK LLP | Q2 2024 | $49m | last listed Q3 2024 | |
| Squarepoint Ops LLC | Q1 2025 | $42m | last listed Q1 2025 | |
| Renaissance Technologies LLC | Q2 2024 | $35m | last listed Q3 2024 |
What SN 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 SN →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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