Who owns SPOT? 13F holders and whale ownership
SPOT is tracked across public portfolios in Whale Analyzer. This page answers who owns SPOT, which top funds are buying SPOT, aggregate disclosed value, and recent position changes based on public data. Baillie Gifford is the largest reported holder at $3.99B; the top five funds control 93.1% of reported ownership; institutions were net selling last quarter (5 increased, 5 reduced); the stock trades above the aggregate whale cost basis of $381.73. Top tracked holders include Baillie Gifford, Chase Coleman, Philippe Laffont, and Edgewood Management.
Continue to the live SPOT dashboardTop holders
| Investor | Reported value | Shares | Change |
|---|---|---|---|
| Baillie Gifford 13F portfolio Baillie Gifford & Co holdings | $3.99B | 8.2M | Reduced |
| Chase Coleman 13F portfolio Tiger Global Management holdings | $766.5M | 1.6M | Increased |
| Philippe Laffont 13F portfolio Coatue Management holdings | $640.5M | 1.3M | Reduced |
| Edgewood Management 13F portfolio Edgewood Management LLC holdings | $621.0M | 1.3M | Increased |
| ValueAct Capital 13F portfolio ValueAct Capital Management holdings | $173.8M | 358.5K | New |
| Dan Sundheim 13F portfolio D1 Capital Partners holdings | $165.1M | 340.5K | Reduced |
| Al Gore / David Blood 13F portfolio Generation Investment Management holdings | $159.1M | 328.0K | Reduced |
| Polen Capital 13F portfolio Polen Capital Management holdings | $52.1M | 107.4K | Increased |
| Stephen Mandel 13F portfolio Lone Pine Capital holdings | $33.4M | 68.8K | Increased |
| Cathie Wood 13F portfolio ARK Investment Management holdings | $32.9M | 67.8K | Reduced |
| Tom Gayner 13F portfolio Markel Group holdings | $12.6M | 25.9K | Held |
| Robert Robotti 13F portfolio Robotti & Co holdings | $3.6M | 7.5K | Held |
Ownership concentration
Reported ownership of SPOT is highly concentrated across tracked institutions.
- Single largest holder: 60.0% of reported ownership
- Top 5 holders: 93.1%
- Top 10 holders: 99.8%
Whale activity this quarter
Across 12 tracked institutions, 5 reduced, 5 increased, 2 held. Net positioning is net selling.
- Baillie Gifford — Baillie Gifford & Co ($3.99B) (▼ 1.4% qoq shares)
- Chase Coleman — Tiger Global Management ($766.5M) (▲ 25.3% qoq shares) · avg cost $200.25
- Philippe Laffont — Coatue Management ($640.5M) (▼ 46.1% qoq shares) · avg cost $264.52
- Edgewood Management — Edgewood Management LLC ($621.0M) (▲ 21.0% qoq shares) · avg cost $425.53
- Dan Sundheim — D1 Capital Partners ($165.1M) (▼ 14.0% qoq shares)
- Al Gore / David Blood — Generation Investment Management ($159.1M) (▼ 1.5% qoq shares) · avg cost $564.93
- Polen Capital — Polen Capital Management ($52.1M) (▲ 49.9% qoq shares) · avg cost $347.08
- Stephen Mandel — Lone Pine Capital ($33.4M) (▲ 287.6% qoq shares)
Whale cost basis vs current price
The aggregate tracked cost basis is $381.73 versus a current price of $460.02, so SPOT trades above its cost basis (+20.5%). Average unrealized P&L across tracked holders: 50%.
Sector positioning — Information Technology
SPOT sits within the Information Technology sector alongside 131 other tracked names. Compare whale ownership across peers:
How to use this page
Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live SPOT dashboard for price charts and cross-investor scans, or read the SEC 13F guide.
Related stock holder pages
- NVDA whale holders — NVIDIA
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- MELI whale holders — MercadoLibre
- NU whale holders — Nu Holdings Ltd.
- SHOP whale holders — Shopify 'A'
- NET whale holders — Cloudflare Inc
- SE whale holders — Sea Ltd ADR
- PDD whale holders — PDD Holdings Inc
Learn more in Whale Analyzer Academy
Deepen your read on SPOT with these Whale Analyzer Academy guides:
Frequently asked questions
Who owns SPOT stock?
Whale Analyzer tracks 12 public institutional holders of SPOT with a combined reported value of $6.65B. See the holder table above for the largest tracked positions.
Which top funds are buying SPOT?
Tracked institutions were net selling last quarter — 5 reduced, 5 increased, 2 held. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.
How concentrated is SPOT ownership?
The top five tracked holders report 93.1% of aggregate ownership.
Is SPOT above or below the whale cost basis?
The aggregate tracked cost basis is $381.73 versus a current price of $460.02 (+20.5%).
What does 13F ownership mean for SPOT?
Use the interactive SPOT dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.