SPC
Space Exploration Technologies Corp
SPCX
Across the roster this quarter
+3 net buyers3 managers hold it
A consensus buy this quarter. Worth asking what they all see.
New3
Added0
Held0
Trimmed0
Sold out0
Combined position
$1.1B
Across all holders
Average weight in book
2.9%
Largest: Wood at 5.0%
Average holding period
0.3 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
CW
Cathie Wood
ARK Invest · $765M
5.0%
NewBG
Brad Gerstner
Altimeter Capital · $304M
3.1%
NewDT
David Tepper
Appaloosa Management · $38.4M
0.5%
NewManagers holding, last five years
Up from 0 to 3 managers. Crowding cuts both ways.
3
Q3'21Q2'26