Which funds own XYZ
Block Inc in the Q2 2026 filings. At least 13 of the 91 current managers on file reported a position, worth $6.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 9 managers opened or added against 6 cutting.
- Managers holding
- 13
- at least, of 91 current
- Combined value
- $6.4bn
- as reported
- Opened
- 3
- new this quarter
- Added to
- 6
- already held
- Trimmed or sold out
- 6
- 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 |
|---|---|---|---|---|---|
| T. Rowe Price Associates Inc Long-only · $999bn book | $3.0bn | 0.3% | 39,734,330 | +$299m-5,470,818 | Trimmed |
| Capital World Investors Long-only · $846bn book | $1.6bn | 0.2% | 21,404,048 | +$387m+801,088 | Added |
| Tiger Global Management LLC Long/short equity · $24.0bn book | $348m | 1.5% | 4,576,007 | +$107m+576,007 | Added |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $340m | 0.4% | 4,470,306 | -$39m-1,828,029 | Trimmed |
| ARK Investment Management LLC Long-only · $15.4bn book | $235m | 1.5% | 3,097,973 | +$49m+4,037 | Added |
| Arrowstreet Capital LP Quantitative · $225bn book | $230m | 0.1% | 3,024,524 | +$31m-284,772 | Trimmed |
| Baillie Gifford & Co Long-only · $110bn book | $219m | 0.2% | 2,886,376 | +$59m+220,121 | Added |
| Third Point LLC Activist · $4.7bn book | $195m | 4.2% | 2,558,943 | opened2,558,943 | New |
| Glenview Capital Management LLC Long/short equity · $5.5bn book | $91m | 1.7% | 1,197,046 | +$8.9m-167,425 | Trimmed |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $55m | 0.2% | 724,673 | +$15m+52,518 | Added |
| Bridgewater Associates LP Macro · $24.4bn book | $31m | 0.1% | 413,101 | +$23m+272,398 | Added |
| ExodusPoint Capital Management LP Multi-strategy · $15.5bn book | $27m | 0.2% | 353,554 | opened353,554 | New |
| Davidson Kempner Capital Management LP Long/short equity · $8.4bn book | $11m | 0.1% | 150,000 | opened150,000 | New |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Dragoneer Investment Group LLC · Long/short equity$176m held before
- Voloridge Investment Management LLC · Quantitative$14m held before
Ownership through time
At least 21 of the 95 managers whose filings are on file listed XYZ in Q2 2026, against 4 in Q4 2015. 5 managers more than in Q1 2026: 5 started positions; 2 listed it again; 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 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.
- Q4 2015: 4
- Q1 2016: 5
- Q2 2016: 8
- Q3 2016: 6
- Q4 2016: 12
- Q1 2017: 13
- Q2 2017: 15
- Q3 2017: 15
- Q4 2017: 15
- Q1 2018: 11
- Q2 2018: 14
- Q3 2018: 16
- Q4 2018: 20
- Q1 2019: 23
- Q2 2019: 20
- Q3 2019: 18
- Q4 2019: 19
- Q1 2020: 19
- Q2 2020: 32
- Q3 2020: 30
- Q4 2020: 38
- Q1 2021: 29
- Q2 2021: 32
- Q3 2021: 26
- Q4 2021: 29
- Q1 2022: 28
- Q2 2022: 23
- Q3 2022: 26
- Q4 2022: 26
- Q1 2023: 24
- Q2 2023: 29
- Q3 2023: 22
- Q4 2023: 27
- Q1 2024: 21
- Q2 2024: 21
- Q3 2024: 18
- Q4 2024: 21
- Q1 2025: 18
- Q2 2025: 27
- Q3 2025: 19
- Q4 2025: 16
- Q1 2026: 16
- Q2 2026: 21
- Q4 2015: $175m
- Q1 2016: $217m
- Q2 2016: $124m
- Q3 2016: $257m
- Q4 2016: $402m
- Q1 2017: $679m
- Q2 2017: $1.5bn
- Q3 2017: $1.7bn
- Q4 2017: $1.7bn
- Q1 2018: $2.5bn
- Q2 2018: $3.2bn
- Q3 2018: $5.1bn
- Q4 2018: $2.4bn
- Q1 2019: $2.7bn
- Q2 2019: $3.3bn
- Q3 2019: $3.9bn
- Q4 2019: $4.0bn
- Q1 2020: $3.4bn
- Q2 2020: $7.0bn
- Q3 2020: $11.0bn
- Q4 2020: $14.8bn
- Q1 2021: $13.9bn
- Q2 2021: $14.8bn
- Q3 2021: $15.9bn
- Q4 2021: $10.7bn
- Q1 2022: $11.3bn
- Q2 2022: $4.8bn
- Q3 2022: $4.4bn
- Q4 2022: $5.7bn
- Q1 2023: $7.1bn
- Q2 2023: $7.1bn
- Q3 2023: $4.1bn
- Q4 2023: $7.2bn
- Q1 2024: $8.0bn
- Q2 2024: $4.7bn
- Q3 2024: $4.6bn
- Q4 2024: $6.8bn
- Q1 2025: $4.8bn
- Q2 2025: $8.3bn
- Q3 2025: $7.5bn
- Q4 2025: $6.8bn
- Q1 2026: $6.4bn
- Q2 2026: $7.7bn
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
- Third Point LLCnew: 2,558,943 shares+$194m
- Capital World Investors20,602,960 to 21,404,048 shares+$61m
- Wellington Management Group LLP3,932,254 to 4,666,205 shares+$56m
- Tiger Global Management LLC4,000,000 to 4,576,007 shares+$44m
- Tudor Investment Corpnew: 450,711 shares+$34m
Largest decreases, by shares
- T. Rowe Price Associates Inc45,205,148 to 39,734,330 shares-$416m
- Point72 Asset Management LP6,298,335 to 4,470,306 shares-$139m
- Invesco Ltd5,520,026 to 4,996,783 shares-$40m
- Citadel Advisors LLC6,287,222 to 5,901,133 shares-$29m
- Arrowstreet Capital LP3,309,296 to 3,024,524 shares-$22m
Left it
- Dragoneer Investment Group LLCwas $176m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| T. Rowe Price Associates Inc | Q2 2020 | $3.5bn | $3.0bn | |
| Capital World Investors | Q4 2015 | $1.6bn | $1.6bn | |
| Citadel Advisors LLC | Q4 2017 | $448m | $448m | |
| Invesco Ltd | Q2 2021 | $588m | $380m | |
| Wellington Management Group LLP | Q2 2019 | $1.3bn | $355m | |
| Tiger Global Management LLC | Q4 2015 | $414m | $348m | |
| Point72 Asset Management LP | Q2 2016 | $379m | $340m | |
| ARK Investment Management LLC | Q4 2016 | $2.5bn | $235m | |
| Arrowstreet Capital LP | Q2 2018 | $230m | $230m | |
| Baillie Gifford & Co | Q4 2020 | $949m | $219m | |
| Third Point LLC | Q2 2020 | $194m | $194m | |
| Glenview Capital Management LLC | Q3 2025 | $91m | $91m | |
| Schonfeld Strategic Advisors LLC | Q2 2016 | $55m | $55m | |
| Tudor Investment Corp | Q4 2017 | $34m | $34m | |
| Bridgewater Associates LP | Q3 2022 | $118m | $31m | |
| Fidelity (FMR LLC) | Q2 2017 | $3.6bn | last listed Q2 2025 | |
| Lone Pine Capital LLC | Q1 2018 | $1.4bn | last listed Q4 2024 | |
| Coatue Management LLC | Q1 2016 | $1.3bn | last listed Q1 2024 | |
| Capital Research Global Investors | Q3 2021 | $1.2bn | last listed Q4 2022 | |
| MFS Investment Management | Q2 2018 | $1.1bn | last listed Q3 2025 | |
| Viking Global Investors LP | Q2 2019 | $628m | last listed Q2 2025 | |
| Dragoneer Investment Group LLC | Q4 2015 | $627m | last listed Q1 2026 | |
| Whale Rock Capital Management LLC | Q3 2017 | $607m | last listed Q4 2022 | |
| D. E. Shaw & Co. | Q1 2017 | $509m | last listed Q3 2024 | |
| Farallon Capital Management LLC | Q1 2022 | $298m | last listed Q3 2023 |
What XYZ 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 XYZ →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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