3 hedge funds and family offices disclose a THC position in their latest SEC 13F filing — combined $458.2M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 1,787,326 | $355.2M | 2.61% | 2025-12-31 |
| 2 | David Einhorn | Greenlight Capital Inc | 1,315,970 | $99.4M | 4.86% | 2023-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 18,761 | $3.5M | 0.02% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold THC. The largest disclosed position is Stephen Mandel at $355.2M (2.6% 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 THC, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a THC position in their latest SEC 13F filing — combined $458.2M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 1,787,326 | $355.2M | 2.61% | 2025-12-31 |
| 2 | David Einhorn | Greenlight Capital Inc | 1,315,970 | $99.4M | 4.86% | 2023-12-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 18,761 | $3.5M | 0.02% | 2026-03-31 |
As of the latest 13F window, 3 tracked superinvestors hold THC. The largest disclosed position is Stephen Mandel at $355.2M (2.6% 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 THC, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
