Whale Analyzer
SPCX Institutional Holders and 13F Ownership
Compare 18 tracked holders of SPCX, their reported positions and disclosed changes. Coverage is limited to the investors tracked by Whale Analyzer; these records do not establish all shareholders or current trades. Available original SEC filings for tracked 13F holders are linked below. Top tracked holders include D1 Capital Partners, NVIDIA Corp, Baillie Gifford & Co, and Atreides Management.
Continue to the live SPCX dashboardTop holders
| Investor | Reported value | Shares | Change | Report date |
|---|---|---|---|---|
| D1 Capital Partners 13F holdings | $21.54B | 126.0M | New | 2026-06-30 |
| NVIDIA Corp 13F holdings | $20.98B | 122.8M | New | 2026-06-30 |
| Baillie Gifford & Co 13F holdings | $8.78B | 51.4M | New | 2026-06-30 |
| Atreides Management 13F holdings | $4.67B | 27.3M | New | 2026-06-30 |
| Coatue Management 13F holdings | $3.17B | 18.6M | New | 2026-06-30 |
| Capital Research Global Investors 13F holdings | $1.78B | 10.4M | New | 2026-06-30 |
| ARK Investment Management 13F holdings | $765.1M | 4.5M | New | 2026-06-30 |
| National Pension Service 13F holdings | $598.0M | 3.5M | New | 2026-06-30 |
| Altimeter Capital 13F holdings | $303.5M | 1.8M | New | 2026-06-30 |
| PRIMECAP Management Company 13F holdings | $240.5M | 1.4M | New | 2026-06-30 |
| Viking Global Investors 13F holdings | $205.0M | 1.2M | New | 2026-06-30 |
| Tiger Global Management 13F holdings | $64.1M | 375.0K | New | 2026-06-30 |
Original SEC filing sources
These recorded filings support the tracked 13F rows included in the aggregate reported values on this page. See each holder profile for source coverage and context for other disclosure types.
- D1 Capital Partners SEC filing (0001172661-26-003662) · report date 2026-06-30
- NVIDIA Corp SEC filing (0001045810-26-000065) · report date 2026-06-30
- Baillie Gifford & Co SEC filing (0001088875-26-000057) · report date 2026-06-30
- Atreides Management SEC filing (0001777813-26-000009) · report date 2026-06-30
- Coatue Management SEC filing (0000919574-26-005478) · report date 2026-06-30
- Capital Research Global Investors SEC filing (0001422848-26-000094) · report date 2026-06-30
- ARK Investment Management SEC filing (0001104659-26-096910) · report date 2026-06-30
- National Pension Service SEC filing (0001193125-26-347818) · report date 2026-06-30
- Altimeter Capital SEC filing (0001541617-26-000008) · report date 2026-06-30
- PRIMECAP Management Company SEC filing (0000763212-26-000028) · report date 2026-06-30
- Viking Global Investors SEC filing (0001103804-26-000006) · report date 2026-06-30
- Tiger Global Management SEC filing (0000919574-26-005427) · report date 2026-06-30
- Appaloosa LP SEC filing (0001656456-26-000003) · report date 2026-06-30
- Third Point SEC filing (0001040273-26-000003) · report date 2026-06-30
- Whale Rock Capital Management SEC filing (0001172661-26-003733) · report date 2026-06-30
- Bridgewater Associates SEC filing (0001350694-26-000003) · report date 2026-06-30
- Polen Capital Management SEC filing (0001172661-26-003035) · report date 2026-06-30
- Torray Funds SEC filing (0001193125-26-439683) · report date 2026-09-30
Tracked-sample concentration
Reported position value for SPCX is highly concentrated within this tracked-holder sample. These percentages are not market-wide ownership shares.
- Largest tracked holder: 34.1% of aggregate reported value in this sample
- Top 5 tracked holders: 93.6% of aggregate reported value in this sample
- Top 10 tracked holders: 99.4% of aggregate reported value in this sample
Whale activity this quarter
Across 18 tracked holders, 18 increased. Net positioning is net buying.
- D1 Capital Partners ($21.54B) · modeled avg cost estimate $153.00
- NVIDIA Corp ($20.98B) · modeled avg cost estimate $153.00
- Baillie Gifford & Co ($8.78B) · modeled avg cost estimate $153.00
- Atreides Management ($4.67B) · modeled avg cost estimate $153.00
- Coatue Management ($3.17B) · modeled avg cost estimate $153.00
- Capital Research Global Investors ($1.78B) · modeled avg cost estimate $153.00
- ARK Investment Management ($765.1M) · modeled avg cost estimate $153.00
- National Pension Service ($598.0M) · modeled avg cost estimate $153.00
Modeled cost estimate vs current price
The share-weighted modeled cost estimate across 18 covered tracked holders is $153.00 versus a current price of $134.27, so SPCX trades below that estimate (-12.2%). This model does not establish any filer's actual purchase price, unrealized gain, or investment return.
Sector positioning — Energy
SPCX sits within the Energy sector alongside 118 other tracked names. Compare reported positions across tracked peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time or market-wide ownership totals. Open the live SPCX dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
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Learn more in Whale Analyzer Academy
Deepen your read on SPCX with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SPCX stock?
Whale Analyzer tracks 18 public-disclosure holders of SPCX with a combined reported value of $63.19B. See the holder table above for the largest tracked positions.
Which top funds are buying SPCX?
Tracked holders were net buying last quarter — 18 increased. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is the tracked SPCX sample?
The top five tracked holders account for 93.6% of aggregate reported value in this tracked sample. This is not a market-wide ownership percentage.
How does SPCX compare with the modeled cost estimate?
The share-weighted modeled cost estimate across 18 covered tracked holders is $153.00 versus a current price of $134.27 (-12.2%). It is not an actual purchase price, unrealized gain, or investment return.
What does 13F ownership mean for SPCX?
These are historical reported positions from tracked filers, not real-time ownership or a complete shareholder register. Use the interactive SPCX dashboard to explore them, or read our 13F Alpha Signals Guide.