2 active managers raised meaningful reported exposure.
Coatue: not reported → 2.3% of reported long-share value; newly reported positive position.
Daniel Loeb · Third Point: 2.0% → 3.3% of reported long-share value; shares +51.2%.
What earned its place
At least two distinct active-manager groups each newly reported the position or increased reported shares by at least 10%, raised its allocation by at least 0.5 percentage points, and ended with at least 1% of reported long-share value in the position. 2 groups pass for this company. The qualifying expansions outnumber meaningful reductions.
Different clocks: institutional comparisons use 2026-06-30 quarter-end holdings—not trades made today. Congressional and insider activity below uses 2026-08-10–2026-11-07 transaction dates. Historical records are shown separately.
Meaningfully expanding manager groups
2
Meaningfully reducing manager groups
0
90-day buying / selling filers
0 / 0
90-day buy / sale events
0 / 0
Repeat buying filers
0
Observed supporting source feeds
Funds / institutions
The portfolio changes behind the signal
Exact before/after quantities and allocation weights. Related entities count as one manager group; different share classes keep separate source rows.
Meaningful reported expansion
Coatue
COM · CUSIP 44812J104
2026-03-31 allocation
Not reported
2026-06-30 allocation
2.31%
Change within reported holdings
+2.31 percentage points
Reported shares
Not previously reported → 9715476
Reported quantity change
Newly reported—not a confirmed purchase
Latest report filed
2026-08-14
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
A newly reported holding can reflect an IPO, transfer, reporting change or an actual purchase. Share counts are not split-adjusted, and weights can change with prices. These are meaningful reported expansions, not claims about executed orders or investment intent.
Check the other side
0 active-manager groups meaningfully reduced a reported quantity. 0 congressional/insider filers disclosed sales across 0 distinct filer/date events in the 90-day transaction window. Selling is not hidden or subtracted from the page.
Inspect 2 other manager/security observations, including reductions
Opposing evidence · reported reduction
Renaissance Technologies
COM · CUSIP 44812J104
2026-03-31 allocation
0.04%
2026-06-30 allocation
0.05%
Change within reported holdings
+0.01 percentage points
Reported shares
481833 → 297615
Reported quantity change
-38.2%
Latest report filed
2026-08-13
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
Allocation = this position’s reported value ÷ the filing’s total long-share value, excluding put/call positions. It is not a share of the manager’s complete assets or personal wealth.
0 distinct reporting filers and 0 distinct filer/date purchase events in this 90-day window. Joint Form 4 owners count as one reporting unit; same-day split rows do not create repeat buying.
No eligible recent purchase rows in the published collections for this company. This is not cross-source confirmation and does not establish that no purchases occurred.
Explore the longer history
Older disclosed activity provides context, not fresh confirmation. 0 eligible older source rows are available for this company in the current published collections.
Four feeds are evaluated, not assumed to agree. Incomplete insider filing windows cannot establish a complete 90-day absence. Only comparable, non-amended full 13F reports contribute to manager-expansion thresholds; giant index/bank portfolios do not qualify a stock merely by holding it.
HUT · Common · 44812J104
Issuer CIK 0001964789. Reviewed exact security link, not a fuzzy-name join.
As of 2026-11-07. Evidence strength is not validated predictive performance. No profit, personal return or future stock move is implied. Read the published rules →
