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Free · no sign-up · Q2 2026

Which funds own SRTA

Strata Critical Medical Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $41m 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
$41m
as reported
Opened
0
new this quarter
Added to
0
already held
Trimmed or sold out
1
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.

ManagerValueWeightSharesChange on the quarterAction
Third Point LLC
Activist · $4.7bn book
$26m0.6%5,000,000+$5.5m0Held
ARK Investment Management LLC
Long-only · $15.4bn book
$14m0.1%2,730,855-$17m-4,724,429Trimmed

Ownership through time

At least 3 of the 95 managers whose filings are on file listed SRTA in Q2 2026, against 1 in Q2 2021. The same number as in Q1 2026.

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
023Q2 2021: 1Q3 2021: 1Q4 2021: 1Q1 2022: 122Q2 2022: 1Q3 2022: 1Q4 2022: 1Q1 2023: 123Q2 2023: 1Q3 2023: 1Q4 2023: 1Q1 2024: 124Q2 2024: 1Q3 2024: 1Q4 2024: 2Q1 2025: 225Q2 2025: 2Q3 2025: 3Q4 2025: 3Q1 2026: 326Q2 2026: 3
  • Q2 2021: 1
  • Q3 2021: 1
  • Q4 2021: 1
  • Q1 2022: 1
  • Q2 2022: 1
  • Q3 2022: 1
  • Q4 2022: 1
  • Q1 2023: 1
  • Q2 2023: 1
  • Q3 2023: 1
  • Q4 2023: 1
  • Q1 2024: 1
  • Q2 2024: 1
  • Q3 2024: 1
  • Q4 2024: 2
  • Q1 2025: 2
  • Q2 2025: 2
  • Q3 2025: 3
  • Q4 2025: 3
  • Q1 2026: 3
  • Q2 2026: 3
Their combined reported value
$0$36m$71mQ2 2021: $41mQ3 2021: $61mQ4 2021: $70mQ1 2022: $71m22Q2 2022: $54mQ3 2022: $30mQ4 2022: $25mQ1 2023: $23m23Q2 2023: $27mQ3 2023: $18mQ4 2023: $23mQ1 2024: $18m24Q2 2024: $22mQ3 2024: $21mQ4 2024: $36mQ1 2025: $25m25Q2 2025: $40mQ3 2025: $67mQ4 2025: $68mQ1 2026: $62m26Q2 2026: $53m
  • Q2 2021: $41m
  • Q3 2021: $61m
  • Q4 2021: $70m
  • Q1 2022: $71m
  • Q2 2022: $54m
  • Q3 2022: $30m
  • Q4 2022: $25m
  • Q1 2023: $23m
  • Q2 2023: $27m
  • Q3 2023: $18m
  • Q4 2023: $23m
  • Q1 2024: $18m
  • Q2 2024: $22m
  • Q3 2024: $21m
  • Q4 2024: $36m
  • Q1 2025: $25m
  • Q2 2025: $40m
  • Q3 2025: $67m
  • Q4 2025: $68m
  • Q1 2026: $62m
  • Q2 2026: $53m

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

Largest decreases, by shares

Left it

No manager on file is shown leaving it.

ManagerValue over timeFirst listedLargestQ2 2026
Third Point LLCQ3 2025$26m$26m
ARK Investment Management LLCQ2 2021$71m$14m
First Eagle Investment Management LLCQ4 2024$12m$12m

What SRTA 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 SRTA →

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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