Mingdom Alpha
as of 2026-09-30
Report date
2026-09-30
Web data generated
2026-09-30 1:41 PM PDT
Alpha report generated
2026-09-30 1:41 PM PDT
Alpha web build revision f0e5a86caf26Alpha web package 20260930T204336686069Z-735cc190e1b4
13F ticker

META

Summary

Fund evidence

2Q flow window

Rank
11
Managers
60
Net value
$61.7M
Conviction
0.128
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
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Latest institutional flows

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2026 Q2 · 2-quarter aggregate. Rank basis: manager-quality-weighted share/lifecycle flow and breadth—not reported dollars. Net shares / units are filed position changes; reported value Δ is price-sensitive and can move opposite to share direction.

RankTickerFlow scoreFlow managersAdds / increasesTrims / exitsNet shares / units ΔValue Δ · price-sensitiveWeighted flow
11
META
35.5697050+14,341,833$61.7M0.128
Latest quarter

Fresh flow rows

TickerStateManagersAddsTrimsNet valueDriver
METASector: Communication ServicesIndustry: Internet Content & InformationOpen META on Seeking Alpha in a new tab.net_distribution652733$3.4BWedgewood Partners
Manager ledger

Who changed the position

ManagerLifecycleShares ΔValue ΔWeightEvidence
CITADEL ADVISORS LLCTRIM-1,730,000-$2.3B1.3%C
CITADEL ADVISORS LLCBUILD2,107,500$1.1B0.9%C
RENAISSANCE TECHNOLOGIES LLCBUILD1,769,780$994.7M1.3%C
Coatue ManagementTRIM-969,893-$887.6M5.6%A+
D. E. Shaw & Co., Inc.BUILD1,510,567$834.2M0.8%C
Dodge & CoxBUILD1,474,936$786.5M1.8%C
Rokos Capital Management LLPBUILD1,308,800$747.7M2.4%C
PointState Capital LPINITIATION1,315,000$740.7M5.8%B
Atreides Management, LPINITIATION1,200,000$675.9M6.8%A
Viking Global InvestorsINITIATION1,062,575$607.9M1.3%A
Sanders Capital, LLCBUILD526,625-$581.7M7.1%A+
BAILLIE GIFFORD & COTRIM-300,412-$558.8M2.3%C
BAILLIE GIFFORD & COTRIM-897,275-$541.7M2.1%C
CITADEL ADVISORS LLCBUILD1,029,261$518.5M0.1%C
Point72 Asset Management, L.P.BUILD842,064$475.9M0.5%C
MARSHALL WACE, LLPTRIM-569,989-$461.4M0.7%C
Dodge & CoxTRIM-5,518-$444.7M1.7%C
Viking Global InvestorsBUILD805,044$444.1M2.3%A
MAVERICK CAPITAL LTDINITIATION764,041$430.4M3.2%B
CITADEL ADVISORS LLCTRIM-709,415-$415.8M0.1%C
MILLENNIUM MANAGEMENT LLCTRIM-705,648-$415.2M0.4%C
MILLENNIUM MANAGEMENT LLCBUILD895,460$414.7M0.4%C
D. E. Shaw & Co., Inc.BUILD812,190$370.2M0.5%C
Altimeter Capital Management, LPTRIM-598,383-$354.3M13.3%B
Alyeska Investment Group, L.P.BUILD557,013$305.5M1.6%C
CITADEL ADVISORS LLCBUILD731,100-$295.2M0.7%C
Rokos Capital Management LLPTRIM-484,300-$284.5M2.2%C
POLEN CAPITAL MANAGEMENT LLCINITIATION476,663$272.7M1.1%C
Jericho Capital Asset Management L.P.EXIT-397,858-$262.6M2.5%A+
First Eagle Investment ManagementBUILD43,151-$252.4M3.2%C
Pershing Square Capital ManagementTRIM-12,708-$242.4M9.9%A
Alyeska Investment Group, L.P.BUILD479,857$234.9M1.1%C
Atreides Management, LPINITIATION402,770$226.9M2.3%A
Point72 Asset Management, L.P.TRIM-340,421-$199.8M0.5%C
Coatue ManagementTRIM-286,008-$186.0M3.6%A+
SANDS CAPITAL MANAGEMENT, LLCTRIM-309,242-$185.5M2.4%B
Grantham, Mayo, Van Otterloo & Co. LLCBUILD373,676$183.3M4.1%C
Rokos Capital Management LLPBUILD311,300$177.2M0.6%C
Tiger Global ManagementTRIM-263,684-$175.8M6.6%A
PointState Capital LPBUILD307,741$172.7M1.7%B
ValueAct CapitalTRIM-132,300-$167.9M8.9%B
Grantham, Mayo, Van Otterloo & Co. LLCBUILD164,479-$161.7M4.4%C
Meritage Group LPINITIATION286,391$161.3M5.6%B
Rokos Capital Management LLPTRIM-256,000-$147.0M0.5%C
RENAISSANCE TECHNOLOGIES LLCINITIATION253,373$145.0M0.2%C
Jensen Investment ManagementTRIM-231,691-$133.5M3.6%B
MILLENNIUM MANAGEMENT LLCTRIM-178,100-$132.3M0.6%C
Alkeon Capital ManagementTRIM-200,000-$131.6M1.6%B
GLENVIEW CAPITAL MANAGEMENT, LLCBUILD234,179$130.8M3.2%A
D. E. Shaw & Co., Inc.TRIM-77,700-$130.1M0.3%C
Bridgewater Associates, LPTRIM-181,582-$104.9M0.6%C
Altimeter Capital Management, LPBUILD108,005-$100.5M16.4%B
SANDS CAPITAL MANAGEMENT, LLCBUILD24,250-$96.5M2.4%B
Governors Lane LPINITIATION161,000$92.1M3.9%B
Alkeon Capital ManagementBUILD152,770-$87.9M1.9%B
POLEN CAPITAL MANAGEMENT LLCTRIM-147,090-$87.1M1.7%C
D. E. Shaw & Co., Inc.BUILD214,800$85.9M0.2%C
Governors Lane LPTRIM-147,500-$84.5M5.0%B
SRS Investment Management, LLCTRIM-23,771-$79.0M4.6%A+
STEADFAST CAPITAL MANAGEMENT LPEXIT-116,577-$77.0M1.1%B
CAS Investment PartnersINITIATION136,246$76.7M3.9%A+
First Pacific AdvisorsTRIM-21,508-$74.1M5.7%A
Davis AdvisorsEXIT-110,000-$72.6M0.9%C
Skye Global Management LPEXIT-106,000-$70.0M1.4%A
Rokos Capital Management LLPTRIM-108,129-$63.6M0.5%C
GLENVIEW CAPITAL MANAGEMENT, LLCBUILD111,090$62.5M1.2%A
Davis AdvisorsEXIT-105,900-$60.6M0.7%C
NWI MANAGEMENT LPBUILD108,000$60.0M3.7%A
Sanders Capital, LLCBUILD258,271$52.1M5.8%A+
MARSHALL WACE, LLPTRIM-76,516-$51.7M0.4%C
Third Point LLCINITIATION90,000$51.5M0.7%C
Third Point LLCEXIT-90,000-$51.5M1.1%C
Tiger Global ManagementBUILD336,249-$49.6M5.7%A
Jensen Investment ManagementTRIM-24,893-$46.4M3.7%B
MILLENNIUM MANAGEMENT LLCBUILD129,000-$46.3M0.3%C
EAGLE CAPITAL MANAGEMENT LLCBUILD105,225-$46.3M2.2%A
Davis AdvisorsTRIM-52,600-$44.0M1.3%C
MAPLELANE CAPITAL, LLCINITIATION74,500$42.6M0.9%B
MAPLELANE CAPITAL, LLCEXIT-74,500-$42.6M0.6%B
PointState Capital LPINITIATION72,670$41.6M0.4%B
MAPLELANE CAPITAL, LLCEXIT-27,925-$40.0M0.6%B
MAPLELANE CAPITAL, LLCINITIATION27,925$40.0M0.9%B
Rokos Capital Management LLPBUILD100,767$39.3M0.6%C
Teewinot Capital Advisers, L.L.C.TRIM-40,203-$39.0M7.7%A+
Tairen Capital LtdINITIATION67,560$38.7M2.5%A
Tairen Capital LtdEXIT-67,560-$38.7M2.3%A
MILLENNIUM MANAGEMENT LLCBUILD89,000$36.9M0.3%C
Ruane CunniffTRIM-60,302-$36.6M1.4%B
Whale Rock CapitalTRIM-56,587-$36.4M2.1%A+
Ruane CunniffTRIM-13,529-$35.1M1.7%B
Point72 Asset Management, L.P.BUILD58,400$31.9M0.1%C
3G Capital Partners LPTRIM-55,000-$31.9M12.8%C
Ratan Capital ManagementTRIM-55,663-$31.9M7.6%A
D. E. Shaw & Co., Inc.TRIM-45,900-$31.5M0.2%C
Giverny Capital Inc.TRIM-5,628-$30.8M6.5%B
Causeway Capital ManagementBUILD56,660$30.6M1.4%C
Abrams Capital ManagementCORE0-$28.6M3.8%A
Duquesne Family OfficeINITIATION50,000$28.2M0.5%A
NWI MANAGEMENT LPBUILD54,000$27.7M2.0%A
EAGLE CAPITAL MANAGEMENT LLCTRIM-25,830-$26.2M2.0%A

Reported value change can reflect price movement. Share count and lifecycle state are the primary read on buying or selling.

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