Free · no sign-up · Q2 2026

Which funds own VSAT

Viasat Inc in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $382m 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: 3; at least, of 91 current
Combined value: $382m; as reported
Opened: 2; 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.

Manager	Value	Weight	Shares	Change on the quarter	Action
Neuberger Berman Group LLC Long-only · $150bn book	$299m	0.2%	3,360,508	+$82m-1,382,170	Trimmed
Oaktree Capital Management LP Activist · $7.2bn book	$57m	0.8%	630,280	opened630,280	New
Davidson Kempner Capital Management LP Long/short equity · $8.4bn book	$27m	0.3%	300,000	opened300,000	New

Ownership through time

At least 6 of the 93 managers whose filings are on file listed VSAT in Q2 2026, against 2 in Q2 2013. 3 managers more than in Q1 2026: 2 started positions; 2 listed it again; 1 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.

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

Largest increases, by shares

Oaktree Capital Management LPnew: 630,280 shares+$57m
Davidson Kempner Capital Management LPnew: 300,000 shares+$27m
Bridgewater Associates LP79,830 to 135,517 shares+$5.0m

Largest decreases, by shares

Neuberger Berman Group LLC4,742,678 to 3,360,508 shares-$123m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
T. Rowe Price Associates Inc	Q2 2026	$324m	$324m
Neuberger Berman Group LLC	Q1 2021	$299m	$299m
Oaktree Capital Management LP	Q2 2026	$57m	$57m
Davidson Kempner Capital Management LP	Q2 2026	$27m	$27m
Hudson Bay Capital Management LP	Q3 2025	$18m	$18m
Bridgewater Associates LP	Q1 2026	$12m	$12m
Baupost Group LLC	Q2 2013	$1.1bn	last listed Q2 2025
Southeastern Asset Management Inc	Q2 2014	$405m	last listed Q2 2020
Millennium Management LLC	Q2 2014	$142m	last listed Q2 2019
D. E. Shaw & Co.	Q2 2013	$80m	last listed Q4 2019
Steadfast Capital Management LP	Q3 2016	$44m	last listed Q1 2017
Point72 Asset Management LP	Q2 2025	$29m	last listed Q2 2025
Squarepoint Ops LLC	Q3 2018	$25m	last listed Q3 2020
Two Sigma Investments LP	Q4 2014	$23m	last listed Q1 2021
Two Sigma Advisers LP	Q4 2014	$20m	last listed Q1 2021
Voloridge Investment Management LLC	Q1 2017	$20m	last listed Q1 2025

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.

Verition Fund Management LLC · calls$23m notional

What VSAT 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 VSAT →

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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