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Which funds own ST

Sensata Technologies HLDG PL in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $686m 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: $686m; as reported
Opened: 0; new this quarter
Added to: 1; already held
Trimmed or sold out: 3; 2 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
Janus Henderson Group Ltd Long-only · $245bn book	$522m	0.2%	10,925,289	+$155m+522,772	Added
Woodline Partners LP Long/short equity · $32.4bn book	$165m	0.5%	3,451,383	+$28m-439,336	Trimmed

Sold out of this quarter

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

Artisan Partners LP · Long-only$262m held before
Point72 Asset Management LP · Multi-strategy$15m held before

Ownership through time

At least 4 of the 95 managers whose filings are on file listed ST in Q2 2026, against 10 in Q1 2018. 2 managers fewer than in Q1 2026: 1 sold out, by its own filing; 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

No manager on file started a position.

Largest increases, by shares

T. Rowe Price Associates Inc8,642,052 to 9,525,061 shares+$42m
Janus Henderson Group Ltd10,402,517 to 10,925,289 shares+$25m
Bridgewater Associates LP174,974 to 206,951 shares+$1.5m

Largest decreases, by shares

Woodline Partners LP3,890,719 to 3,451,383 shares-$21m

Left it

Artisan Partners LPwas $262m

Manager	First listed	Largest	Q2 2026
Janus Henderson Group Ltd	Q1 2018	$784m	$522m
T. Rowe Price Associates Inc	Q1 2018	$1.1bn	$455m
Woodline Partners LP	Q4 2019	$168m	$165m
Bridgewater Associates LP	Q1 2018	$12m	$9.9m
Artisan Partners LP	Q2 2021	$824m	last listed Q1 2026
Fidelity (FMR LLC)	Q1 2018	$813m	last listed Q2 2022
Wellington Management Group LLP	Q1 2018	$344m	last listed Q4 2019
MFS Investment Management	Q1 2018	$261m	last listed Q3 2024
Millennium Management LLC	Q3 2020	$204m	last listed Q3 2024
AllianceBernstein LP	Q1 2022	$190m	last listed Q2 2024
Neuberger Berman Group LLC	Q1 2018	$149m	last listed Q1 2022
Elliott Investment Management LP	Q2 2024	$122m	last listed Q4 2025
Arrowstreet Capital LP	Q1 2019	$117m	last listed Q1 2024
Point72 Asset Management LP	Q2 2019	$84m	last listed Q3 2023

What ST 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 ST →

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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