Which funds own W
Wayfair Inc in the Q2 2026 filings. 8 of the 94 managers on file reported a position, worth $2.5bn between them. Few of the managers on file hold it, so a position here is closer to a view than to a default. The quarter went the other way: 15 managers trimmed or sold out against 4 buying.
- Managers holding
- 8
- of 94 on file
- Combined value
- $2.5bn
- as reported
- Opened
- 1
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 15
- 11 sold out entirely
Every manager on file with 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 |
|---|---|---|---|---|---|
| Capital World Investors Long-only · $846bn book | $1.0bn | 0.1% | 11,177,483 | -$4.2m-2,614,300 | Trimmed |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $417m | 0.6% | 4,514,426 | +$43m-457,999 | Trimmed |
| Janus Henderson Group Ltd Long-only · $209bn book · Q1 2026 filing | $291m | 0.1% | 3,866,708 | -$68m+296,233 | Added |
| Baillie Gifford & Co Long-only · $110bn book | $260m | 0.2% | 2,811,620 | +$45m-50,589 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $242m | 0.2% | 2,612,733 | +$53m+108,738 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $228m | 0.1% | 2,467,411 | +$158m+1,538,183 | Added |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $9.2m | 0.1% | 100,000 | opened100,000 | New |
| PDT Partners LLC Quantitative · $1.9bn book | $3.3m | 0.2% | 35,989 | +$400k-2,700 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- D. E. Shaw & Co. · Quantitative$162m held before
- Arrowstreet Capital LP · Quantitative$148m held before
- Millennium Management LLC · Multi-strategy$104m held before
- Balyasny Asset Management LLC · Multi-strategy$54m held before
- Voloridge Investment Management LLC · Quantitative$49m held before
- Elliott Investment Management LP · Activist$26m held before
- Marshall Wace LLP · Quantitative$13m held before
- Bridgewater Associates LP · Macro$4.6m held before
- Invesco Ltd · Long-only$3.5m held before
- Eisler Capital Management Ltd · Multi-strategy$3.0m held before
- Fidelity (FMR LLC) · Long-only$1.6m held before
What W 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 W →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
One email a week on what moved in the market and what it means for the people interviewing into it, with the 13F changes the quarter they are filed.
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