7 hedge funds and family offices disclose a SPOT position in their latest SEC 13F filing — combined $846.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 1,261,461 | $732.5M | 2.47% | 2025-12-31 |
| 2 | Polen Capital | Polen Capital Management LLC | 71,658 | $41.6M | 0.18% | 2025-12-31 |
| 3 | Cathie Wood | ARK Investment Management LLC | 67,778 | $32.9M | 0.26% | 2026-03-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 36,386 | $17.6M | 0.08% | 2026-03-31 |
| 5 | Tom Gayner | Markel Group Inc. | 25,900 | $11.9M | 0.09% | 2026-06-30 |
| 6 | Stephen Mandel | Lone Pine Capital LLC | 17,762 | $10.3M | 0.08% | 2025-12-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 55 | $32K | 0.00% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold SPOT. The largest disclosed position is Chase Coleman at $732.5M (2.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SPOT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
7 hedge funds and family offices disclose a SPOT position in their latest SEC 13F filing — combined $846.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Chase Coleman | Tiger Global Management LLC | 1,261,461 | $732.5M | 2.47% | 2025-12-31 |
| 2 | Polen Capital | Polen Capital Management LLC | 71,658 | $41.6M | 0.18% | 2025-12-31 |
| 3 | Cathie Wood | ARK Investment Management LLC | 67,778 | $32.9M | 0.26% | 2026-03-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 36,386 | $17.6M | 0.08% | 2026-03-31 |
| 5 | Tom Gayner | Markel Group Inc. | 25,900 | $11.9M | 0.09% | 2026-06-30 |
| 6 | Stephen Mandel | Lone Pine Capital LLC | 17,762 | $10.3M | 0.08% | 2025-12-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 55 | $32K | 0.00% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold SPOT. The largest disclosed position is Chase Coleman at $732.5M (2.5% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying SPOT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
