Which funds own TEL
Te Connectivity PLC in the Q2 2026 filings. At least 17 of the 91 current managers on file reported a position, worth $10.0bn 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
- 17
- at least, of 91 current
- Combined value
- $10.0bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 8
- already held
- Trimmed or sold out
- 11
- 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 |
|---|---|---|---|---|---|
| Dodge & Cox Value · $191bn book | $3.4bn | 1.8% | 16,968,886 | +$351m+2,279,936 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $1.6bn | 0.3% | 7,709,235 | +$467m+2,507,569 | Added |
| T. Rowe Price Associates Inc Long-only · $999bn book | $1.5bn | 0.2% | 7,659,100 | -$328m-1,297,333 | Trimmed |
| Harris Associates LP Value · $75.4bn book | $615m | 0.8% | 3,047,993 | +$26m+231,799 | Added |
| Janus Henderson Group Ltd Long-only · $245bn book | $554m | 0.2% | 2,749,063 | -$34m-64,350 | Trimmed |
| Arrowstreet Capital LP Quantitative · $225bn book | $542m | 0.2% | 2,689,170 | -$44m-114,195 | Trimmed |
| D. E. Shaw & Co. Quantitative · $210bn book | $450m | 0.2% | 2,229,471 | -$23m-29,014 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $409m | 0.3% | 2,028,193 | +$55m+335,313 | Added |
| Man Group PLC Quantitative · $62.7bn book | $389m | 0.6% | 1,927,478 | -$30m-75,340 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $176m | 0.2% | 870,996 | -$171m-787,640 | Trimmed |
| Bridgewater Associates LP Macro · $24.4bn book | $86m | 0.4% | 426,718 | +$16m+90,544 | Added |
| Woodline Partners LP Long/short equity · $32.4bn book | $73m | 0.2% | 360,478 | +$70m+349,003 | Added |
| Tudor Investment Corp Macro · $71.9bn book | $59m | 0.1% | 292,735 | -$900k+6,178 | Added |
| Voloridge Investment Management LLC Quantitative · $23.5bn book | $52m | 0.2% | 256,435 | -$97m-453,878 | Trimmed |
| First Eagle Investment Management LLC Value · $60.8bn book | $22m | 0.0% | 109,839 | unchanged+4,039 | Added |
| PDT Partners LLC Quantitative · $1.9bn book | $5.0m | 0.3% | 24,686 | -$7.8m-36,513 | Trimmed |
| Maverick Capital Ltd Long/short equity · $11.3bn book | $800k | 0.0% | 3,851 | opened3,851 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Capital Research Global Investors · Long-only$71m held before
- Verition Fund Management LLC · Multi-strategy$7.0m held before
- Moore Capital Management LP · Macro$4.3m held before
Ownership through time
At least 28 of the 95 managers whose filings are on file listed TEL in Q2 2026, against 25 in Q3 2024. 5 managers fewer than in Q1 2026: 1 started a position; 2 listed it again; 1 sold out, by its own filing; 7 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.
- Q3 2024: 25
- Q4 2024: 24
- Q1 2025: 21
- Q2 2025: 21
- Q3 2025: 35
- Q4 2025: 34
- Q1 2026: 33
- Q2 2026: 28
- Q3 2024: $9.2bn
- Q4 2024: $9.2bn
- Q1 2025: $8.6bn
- Q2 2025: $9.6bn
- Q3 2025: $13.4bn
- Q4 2025: $13.6bn
- Q1 2026: $12.4bn
- Q2 2026: $11.8bn
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 LLP5,201,666 to 7,709,235 shares+$506m
- Dodge & Cox14,688,950 to 16,968,886 shares+$460m
- AQR Capital Management LLC794,346 to 1,385,998 shares+$119m
- Two Sigma Investments LP1,692,880 to 2,028,193 shares+$68m
- Harris Associates LP2,816,194 to 3,047,993 shares+$47m
Largest decreases, by shares
- T. Rowe Price Associates Inc8,956,433 to 7,659,100 shares-$262m
- Acadian Asset Management LLC1,658,636 to 870,996 shares-$159m
- MFS Investment Management1,866,635 to 1,324,699 shares-$115m
- Voloridge Investment Management LLC710,313 to 256,435 shares-$92m
- AllianceBernstein LP879,293 to 606,569 shares-$57m
Left it
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Dodge & Cox | Q3 2024 | $3.5bn | $3.4bn | |
| Wellington Management Group LLP | Q4 2024 | $1.6bn | $1.6bn | |
| T. Rowe Price Associates Inc | Q3 2024 | $3.3bn | $1.5bn | |
| Harris Associates LP | Q3 2024 | $928m | $615m | |
| Invesco Ltd | Q3 2024 | $714m | $597m | |
| Janus Henderson Group Ltd | Q3 2024 | $651m | $554m | |
| Arrowstreet Capital LP | Q3 2024 | $706m | $542m | |
| D. E. Shaw & Co. | Q3 2024 | $472m | $449m | |
| Two Sigma Investments LP | Q3 2024 | $409m | $409m | |
| Man Group PLC | Q3 2024 | $419m | $389m | |
| Jane Street Group LLC | Q3 2025 | $282m | $282m | |
| MFS Investment Management | Q3 2024 | $746m | $281m | |
| AQR Capital Management LLC | Q3 2024 | $279m | $279m | |
| Acadian Asset Management LLC | Q3 2024 | $347m | $176m | |
| AllianceBernstein LP | Q3 2024 | $247m | $127m | |
| Fidelity (FMR LLC) | Q3 2025 | $595m | last listed Q1 2026 | |
| Balyasny Asset Management LLC | Q1 2025 | $298m | last listed Q1 2026 | |
| Capital World Investors | Q3 2024 | $265m | last listed Q1 2026 | |
| Citadel Advisors LLC | Q4 2025 | $240m | last listed Q4 2025 | |
| Point72 Asset Management LP | Q4 2024 | $232m | last listed Q4 2025 | |
| Neuberger Berman Group LLC | Q3 2024 | $132m | last listed Q4 2024 | |
| Holocene Advisors LP | Q3 2024 | $127m | last listed Q3 2025 | |
| Capital Research Global Investors | Q1 2026 | $71m | last listed Q1 2026 | |
| Schonfeld Strategic Advisors LLC | Q3 2024 | $27m | last listed Q4 2025 | |
| ExodusPoint Capital Management LP | Q3 2025 | $24m | last listed Q1 2026 |
Reported as options rather than shares
A put or a call on a name is not a position in it, and the filing states the notional rather than what the option cost. These lines are listed apart for that reason and are not counted in anything above.
- Balyasny Asset Management LLC · calls$151m notional
What TEL 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 TEL →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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