2 active managers newly reported substantial positions.
Coatue: not reported → 6.5% of reported long-share value; newly reported positive position.
Brad Gerstner · Altimeter: not reported → 3.1% of reported long-share value; newly reported positive position.
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
1 / 1
90-day buy / sale events
1 / 1
Repeat buying filers
0
Observed supporting source feeds
House · 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
CLASS A COM STK · CUSIP 84615Q103
2026-03-31 allocation
Not reported
2026-06-30 allocation
6.52%
Change within reported holdings
+6.52 percentage points
Reported shares
Not previously reported → 18561780
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. 1 congressional/insider filers disclosed sales across 1 distinct filer/date events in the 90-day transaction window. Selling is not hidden or subtracted from the page.
Inspect 4 other manager/security observations, including reductions
Other reported position
Daniel Loeb · Third Point
CLASS A COM STK · CUSIP 84615Q103
2026-03-31 allocation
Not reported
2026-06-30 allocation
0.66%
Change within reported holdings
+0.66 percentage points
Reported shares
Not previously reported → 180415
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.
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.
1 distinct reporting filers and 1 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.
Older disclosed activity provides context, not fresh confirmation. 4 eligible older source rows are available for this company in the current published collections.
Inspect older purchases and sales, with their actual dates
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.
SPCX · Class A · 84615Q103
Issuer CIK 0001181412. 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 →
