8 hedge funds and family offices disclose a VSAT position in their latest SEC 13F filing — combined $138.8M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | BAUPOST GROUP LLC/MA | 9,190,728 | $134.2M | 3.25% | 2025-06-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 79,830 | $3.7M | 0.02% | 2026-03-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 13,000 | $448K | 0.00% | 2025-12-31 |
| 4 | George Soros | Soros Fund Management LLC | 8,900 | $385K | 0.01% | 2011-06-30 |
| 5 | Mason Hawkins | Southeastern Asset Management, Inc. | 2,471,659 | $95K | 2.37% | 2020-06-30 |
| 6 | Stephen Mandel | Lone Pine Capital LLC | 580,411 | $23K | 0.19% | 2011-03-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 368 | $13K | 0.00% | 2025-12-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 28,745 | $1K | 0.02% | 2020-03-31 |
As of the latest 13F window, 8 tracked superinvestors hold VSAT. The largest disclosed position is Seth Klarman at $134.2M (3.2% 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 VSAT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
8 hedge funds and family offices disclose a VSAT position in their latest SEC 13F filing — combined $138.8M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Seth Klarman | BAUPOST GROUP LLC/MA | 9,190,728 | $134.2M | 3.25% | 2025-06-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 79,830 | $3.7M | 0.02% | 2026-03-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 13,000 | $448K | 0.00% | 2025-12-31 |
| 4 | George Soros | Soros Fund Management LLC | 8,900 | $385K | 0.01% | 2011-06-30 |
| 5 | Mason Hawkins | Southeastern Asset Management, Inc. | 2,471,659 | $95K | 2.37% | 2020-06-30 |
| 6 | Stephen Mandel | Lone Pine Capital LLC | 580,411 | $23K | 0.19% | 2011-03-31 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 368 | $13K | 0.00% | 2025-12-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 28,745 | $1K | 0.02% | 2020-03-31 |
As of the latest 13F window, 8 tracked superinvestors hold VSAT. The largest disclosed position is Seth Klarman at $134.2M (3.2% 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 VSAT, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
