Decreased2026-08-14
SUElliott Investment Management
11.06%portfolio weightSEC filing
Stocks held in common
Compare disclosed quarter-end holdings across investors.
Holdings as of 2026-06-30Filed 2026-08-13 – 2026-08-14Updated 2026-10-22
Data through 2026 Q2 · 20 stocks
| # | Stock / company | Rising signal ⓘ | Holding | Increased | New | Decreased | 4Q trend | Evidence |
|---|---|---|---|---|---|---|---|---|
| 01 | SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK5/16 investors | 21.4/100 | 5 / 16 | — | + 5 | — | ↑ 5 | SEC |
| 02 | HUTHut 8 CorpCOM4/16 investors | 19.1/100 | 4 / 16 | ↑ 1 | + 2 | ↓ 1 | ↑ 4 | SEC |
| 03 | INTCINTEL CORPCOM3/16 investors | 15.8/100 | 3 / 16 | ↑ 1 | + 2 | — | ↑ 3 | SEC |
| 04 | LINLinde PlcSHS3/16 investors | 15.6/100 | 3 / 16 | ↑ 1 | + 1 | — | ↑ 3 | SEC |
| 05 | CBRSCEREBRAS SYSTEMS INCCOM CL A3/16 investors | 13.8/100 | 3 / 16 | — | + 3 | — | ↑ 3 | SEC |
| 06 | RDDTReddit IncCL A5/16 investors | 13.3/100 | 5 / 16 | ↑ 1 | + 1 | ↓ 2 | ↑ 3 | SEC |
| 07 | ASMLASML HLDG NVN Y REGISTRY SHS4/16 investors | 13.3/100 | 4 / 16 | ↑ 2 | — | ↓ 2 | ↑ 3 | SEC |
| 08 | MDLNMEDLINE INCCOM CL A3/16 investors | 12.4/100 | 3 / 16 | ↑ 2 | — | ↓ 1 | ↑ 3 | SEC |
| 09 | STXSeagate Technology Hldngs PlORD SHS3/16 investors | 12.4/100 | 3 / 16 | ↑ 1 | + 2 | — | ↑ 2 | SEC |
| 10 | MUMICRON TECHNOLOGY INCCOM3/16 investors | 12.3/100 | 3 / 16 | ↑ 2 | — | ↓ 1 | ↑ 2 | SEC |
| 11 | MTZMASTEC INCCOM4/16 investors | 11.8/100 | 4 / 16 | ↑ 1 | — | ↓ 3 | ↑ 3 | SEC |
| 12 | GOOGLALPHABET INCCAP STK CL A9/16 investors | 11.7/100 | 9 / 16 | ↑ 5 | + 1 | ↓ 2 | ↑ 2 | SEC |
| 13 | QNTQUANTINUUM INCCL A COM3/16 investors | 11.2/100 | 3 / 16 | — | + 1 | — | ↑ 3 | SEC |
| 14 | NCLHNORWEGIAN CRUISE LINE HLDGSSHS2/16 investors | 11.2/100 | 2 / 16 | ↑ 2 | — | — | ↑ 2 | SEC |
| 15 | VVISA INCCOM CL A8/16 investors | 11.0/100 | 8 / 16 | ↑ 2 | + 1 | ↓ 2 | ↑ 3 | SEC |
| 16 | FPSFORGENT POWER SOLUTIONS INCCOM SHS CL A2/16 investors | 11.0/100 | 2 / 16 | ↑ 1 | + 1 | — | ↑ 2 | SEC |
| 17 | NBISNEBIUS GROUP N.V.SHS CLASS A2/16 investors | 10.1/100 | 2 / 16 | — | + 2 | — | ↑ 2 | SEC |
| 18 | PFGCPERFORMANCE FOOD GROUP COCOM2/16 investors | 10.1/100 | 2 / 16 | ↑ 1 | + 1 | — | ↑ 2 | SEC |
| 19 | NOWSERVICENOW INCCOM3/16 investors | 9.7/100 | 3 / 16 | ↑ 1 | — | ↓ 2 | ↑ 2 | SEC |
| 20 | WARNER BROS DISCOVERY INCWARNER BROS DISCOVERY INCCOM SER A2/16 investors | 9.6/100 | 2 / 16 | ↑ 1 | + 1 | — | ↑ 2 | SEC |
About the data and rankings
Quarter-end disclosures published with a delay. These are not live holdings or trade dates.
Rising signal: four-quarter ownership trend (65%) and latest share activity (35%). Consensus is a separate score.
Consensus reflects disclosed ownership, not valuation or expected returns. Share classes are tracked separately. How it works ↗
Position changes
All moves →Increased2026-08-14
NTRAStanley Druckenmiller
19.86%portfolio weightSEC filing
Decreased2026-08-14
MAAkre Capital Management
20.01%portfolio weightSEC filing