Who owns SPCX
Which tracked institutional funds hold SPCX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See SPCX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-27). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on SPCX is one-sided between 2025-Q2 and 2026-Q2: 928 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
SPCX’s largest tracked holder by dollar value, Alphabet Inc., sizes it at 95.0% of its own reported 13F book, while the median holder sizes it at 5.3% of theirs — a 89.8pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in SPCX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q2 and 2026-Q2, across 1685 tracked filers holding SPCX, 1685 increased or opened the position and 1 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in SPCX between the 2025-Q2 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 928
- Alphabet Inc.$94.2B
- Valor Management LLC$86.0B
- FMR LLC$51.7B
- VY Capital Management Co. Ltd.$46.4B
- Gigafund Management Company, LLC$29.4B
- PUBLIC INVESTMENT FUND$26.3B
Full exits 1
- GREENBERG FINANCIAL GROUP$697K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Alphabet Inc. new | 551,189,500 | $94.2B | 15.4% | 2026-Q2 |
| Valor Management LLC new | 503,414,530 | $86.0B | 14.1% | 2026-Q2 |
| FMR LLC new | 302,555,831 | $51.7B | 8.5% | 2026-Q2 |
| VY Capital Management Co. Ltd. new | 271,811,500 | $46.4B | 7.6% | 2026-Q2 |
| Gigafund Management Company, LLC new | 171,826,745 | $29.4B | 4.8% | 2026-Q2 |
| PUBLIC INVESTMENT FUND new | 154,146,835 | $26.3B | 4.3% | 2026-Q2 |
| BAMCO INC /NY/ new | 145,775,147 | $24.9B | 4.1% | 2026-Q2 |
| D1 Capital Partners L.P. new | 126,042,232 | $21.5B | 3.5% | 2026-Q2 |
| NVIDIA CORP new | 122,764,805 | $21.0B | 3.4% | 2026-Q2 |
| SC US (TTGP), LTD. new | 122,519,145 | $20.9B | 3.4% | 2026-Q2 |
| Capricorn Investment Group LLC new | 120,801,820 | $20.6B | 3.4% | 2026-Q2 |
| Darsana Capital Partners LP new | 101,461,915 | $17.3B | 2.8% | 2026-Q2 |
| a16z Capital Management, L.L.C. new | 74,855,020 | $12.8B | 2.1% | 2026-Q2 |
| BAILLIE GIFFORD & CO new | 51,397,806 | $8.8B | 1.4% | 2026-Q2 |
| BlackRock, Inc. new | 51,037,137 | $8.7B | 1.4% | 2026-Q2 |
| ONTARIO TEACHERS PENSION PLAN BOARD new | 50,676,250 | $8.7B | 1.4% | 2026-Q2 |
| K5 Global Advisor LLC new | 38,595,800 | $6.6B | 1.1% | 2026-Q2 |
| Alpha Wave Global, LP new | 31,246,965 | $5.3B | 0.9% | 2026-Q2 |
| Atreides Management, LP new | 27,332,943 | $4.7B | 0.8% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 26,556,713 | $4.5B | 0.7% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. new | 26,056,048 | $4.5B | 0.7% | 2026-Q2 |
| Founders Fund Growth II Management, LP new | 22,839,450 | $3.9B | 0.6% | 2026-Q2 |
| Brookfield Corp /ON/ new | 19,167,305 | $3.3B | 0.5% | 2026-Q2 |
| Thrive Capital Management, LLC new | 18,914,205 | $3.2B | 0.5% | 2026-Q2 |
| COATUE MANAGEMENT LLC new | 18,561,780 | $3.2B | 0.5% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC new | 17,604,863 | $3.0B | 0.5% | 2026-Q2 |
| SCGE MANAGEMENT, L.P. new | 16,981,350 | $2.9B | 0.5% | 2026-Q2 |
| GLADE BROOK CAPITAL PARTNERS LLC new | 15,812,270 | $2.7B | 0.4% | 2026-Q2 |
| Blackstone Inc. new | 15,532,870 | $2.7B | 0.4% | 2026-Q2 |
| TEACHER RETIREMENT SYSTEM OF TEXAS new | 14,957,447 | $2.6B | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO new | 15,563,576 | $2.6B | 0.4% | 2026-Q2 |
| MORGAN STANLEY new | 13,532,773 | $2.3B | 0.4% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC new | 13,529,026 | $2.3B | 0.4% | 2026-Q2 |
| HARVARD MANAGEMENT CO INC new | 12,935,100 | $2.2B | 0.4% | 2026-Q2 |
| Jupiter Topco LLC new | 11,565,429 | $2.0B | 0.3% | 2026-Q2 |
| StepStone Group LP new | 10,940,730 | $1.9B | 0.3% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ new | 10,709,016 | $1.8B | 0.3% | 2026-Q2 |
| Tao Capital Management LP new | 10,644,340 | $1.8B | 0.3% | 2026-Q2 |
| Capital Research Global Investors new | 10,438,223 | $1.8B | 0.3% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 10,225,389 | $1.7B | 0.3% | 2026-Q2 |
| Temasek Holdings (Private) Ltd new | 9,831,945 | $1.7B | 0.3% | 2026-Q2 |
| GCM Grosvenor Holdings, LLC new | 8,606,650 | $1.5B | 0.2% | 2026-Q2 |
| Hancock Prospecting Pty Ltd new | 8,000,000 | $1.4B | 0.2% | 2026-Q2 |
| Dragoneer Investment Group, LLC new | 8,000,000 | $1.4B | 0.2% | 2026-Q2 |
| JENNISON ASSOCIATES LLC new | 7,448,891 | $1.3B | 0.2% | 2026-Q2 |
| LIGHTSPEED MANAGEMENT COMPANY, L.L.C. new | 7,300,055 | $1.2B | 0.2% | 2026-Q2 |
| NORGES BANK new | 7,277,285 | $1.2B | 0.2% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ new | 7,062,255 | $1.2B | 0.2% | 2026-Q2 |
| Kinetic Partners Management, LP new | 7,125,795 | $1.2B | 0.2% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP new | 6,154,854 | $1.1B | 0.2% | 2026-Q2 |
| HRTG GPE, LLC new | 6,013,565 | $1.0B | 0.2% | 2026-Q2 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA new | 6,000,000 | $1.0B | 0.2% | 2026-Q2 |
| FRED ALGER MANAGEMENT, LLC new | 5,779,419 | $987M | 0.2% | 2026-Q2 |
| Ghisallo Capital Management LLC new | 5,678,145 | $970M | 0.2% | 2026-Q2 |
| Intesa Sanpaolo S.p.A. new | 5,656,200 | $966M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. new | 5,340,000 | $912M | 0.1% | 2026-Q2 |
| CITADEL ADVISORS LLC new | 5,129,884 | $876M | 0.1% | 2026-Q2 |
| ARK Investment Management LLC new | 4,478,013 | $765M | 0.1% | 2026-Q2 |
| 8VC Opportunities GP II, LLC new | 4,473,655 | $764M | 0.1% | 2026-Q2 |
| TPG GP A, LLC new | 4,300,035 | $735M | 0.1% | 2026-Q2 |
| FRANKLIN RESOURCES INC new | 4,195,791 | $717M | 0.1% | 2026-Q2 |
| Invesco Ltd. new | 3,859,467 | $659M | 0.1% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO new | 3,791,999 | $648M | 0.1% | 2026-Q2 |
| Burkehill Global Management, LP new | 3,750,000 | $641M | 0.1% | 2026-Q2 |
| Capital World Investors new | 3,694,511 | $631M | 0.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ new | 3,643,266 | $622M | 0.1% | 2026-Q2 |
| Swedbank AB new | 3,561,427 | $609M | 0.1% | 2026-Q2 |
| National Pension Service new | 3,500,000 | $598M | 0.1% | 2026-Q2 |
| Balyasny Asset Management L.P. new | 3,397,642 | $581M | 0.1% | 2026-Q2 |
| UBS Group AG new | 3,337,684 | $570M | 0.1% | 2026-Q2 |
| ADVANCED MICRO DEVICES INC new | 3,309,470 | $565M | 0.1% | 2026-Q2 |
| XN LP new | 3,000,000 | $513M | 0.1% | 2026-Q2 |
| NORTHERN TRUST CORP new | 2,782,782 | $475M | 0.1% | 2026-Q2 |
| Liberty Street Advisors, Inc. new | 2,451,220 | $419M | 0.1% | 2026-Q2 |
| SANDS CAPITAL MANAGEMENT, LLC new | 2,276,744 | $389M | 0.1% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 2,273,875 | $389M | 0.1% | 2026-Q2 |
| Marex Group Ltd new | 2,163,897 | $370M | 0.1% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC new | 2,127,228 | $363M | 0.1% | 2026-Q2 |
| Apollo Management Holdings, L.P. new | 2,023,307 | $346M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 1,988,875 | $340M | 0.1% | 2026-Q2 |
| ExodusPoint Capital Management, LP new | 1,938,935 | $331M | 0.1% | 2026-Q2 |
| Altimeter Capital Management, LP new | 1,776,485 | $304M | 0.0% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP new | 1,775,121 | $303M | 0.0% | 2026-Q2 |
| SEVEN GRAND MANAGERS, LLC new | 1,770,000 | $302M | 0.0% | 2026-Q2 |
| LPL Financial LLC new | 1,749,218 | $299M | 0.0% | 2026-Q2 |
| Clearbridge Investments, LLC new | 1,739,766 | $297M | 0.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC new | 1,697,909 | $290M | 0.0% | 2026-Q2 |
| Sixth Street Partners Management Company, L.P. new | 1,697,909 | $290M | 0.0% | 2026-Q2 |
| RIT CAPITAL PARTNERS PLC new | 1,634,820 | $279M | 0.0% | 2026-Q2 |
| Hudson Bay Capital Management LP new | 1,564,348 | $267M | 0.0% | 2026-Q2 |
| M37 Management LP new | 1,500,000 | $256M | 0.0% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. new | 1,496,980 | $256M | 0.0% | 2026-Q2 |
| Swiss National Bank new | 1,481,800 | $253M | 0.0% | 2026-Q2 |
| 8VC AI Fund I MM, LLC new | 1,429,300 | $244M | 0.0% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC new | 1,427,816 | $244M | 0.0% | 2026-Q2 |
| BlueCrest Capital Management Ltd new | 1,417,000 | $242M | 0.0% | 2026-Q2 |
| PRIMECAP MANAGEMENT CO/CA/ new | 1,407,762 | $241M | 0.0% | 2026-Q2 |
| Blue Owl Capital Holdings LP new | 1,398,815 | $239M | 0.0% | 2026-Q2 |
| Winslow Capital Management, LLC new | 1,345,148 | $230M | 0.0% | 2026-Q2 |
| Amova Asset Management Americas, Inc. new | 1,338,368 | $228M | 0.0% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.