Among active 13F managers last quarter, 23 opened and 19 added, while 8 reduced; the largest holder to move was Lone Pine Capital LLC (new position). Over the last 180 days, 2 insiders bought and none sold, a net +$447K in open-market trades.
Funds lean in and no leg opposes.
208 tracked 13F filers disclose a position in BTDR as of the latest SEC 13F filings, a combined $1.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 11.1M | $176.0M | ▲+23% Added · +2.1M sh | Q2 2026 | |
| 2 | Sachem Head Capital Management LP | 9.6M | $152.9M | —Held | Q2 2026 | |
| 3 | Lone Pine Capital LLC | 7.0M | $111.4M | ▲New +7.0M sh | Q2 2026 | |
| 4 | Citadel Advisors LLC | 6.1M | $96.1M | ▲+201% Added · +4.0M sh | Q2 2026 | |
| 5 | Value Aligned Research Advisors, LLC | 5.2M | $82.6M | ▲+29% Added · +1.2M sh | Q2 2026 | |
| 6 | UBS Group AG | 4.6M | $39.7M | ▲+104% Added · +2.3M sh | Q1 2026 | |
| 7 | Barclays PLC | 4.4M | $37.9M | ▼−51% Reduced · −4.6M sh | Q1 2026 | |
| 8 | Clearfield Capital Management LP | 4.1M | $64.9M | ▲+236% Added · +2.9M sh | Q2 2026 | |
| 9 | Duquesne Family Office LLC | 4.1M | $64.7M | ▲New +4.1M sh | Q2 2026 | |
| 10 | State Street Corp | 3.6M | $57.8M | ▲+1.8% Added · +66K sh | Q2 2026 | |
| 11 | Situational Awareness LP | 3.4M | $54.6M | —Held | Q2 2026 | |
| 12 | Situational Awareness Partners LP | 3.4M | $29.8M | ▲New +3.4M sh | Q1 2026 | |
| 13 | Bank Of America Corp | 3.2M | $27.9M | ▲15× Added · +3.0M sh | Q1 2026 | |
| 14 | 140 Summer Partners LP | 3.2M | $50.1M | ▲+310% Added · +2.4M sh | Q2 2026 | |
| 15 | CastleKnight Management LP | 2.8M | $44.0M | ▲+2.6% Added · +70K sh | Q2 2026 | |
| 16 | Van Eck Associates Corp | 2.7M | $42.5M | ▲+59% Added · +991K sh | Q2 2026 | |
| 17 | Point72 Asset Management, L.P. | 2.4M | $37.7M | ▲+51% Added · +806K sh | Q2 2026 | |
| 18 | Geode Capital Management, LLC | 2.3M | $54.4M | ▲+9.9% Added · +210K sh | Q2 2026 | |
| 19 | Avala Global LP | 2.3M | $36.6M | ▲New +2.3M sh | Q2 2026 | |
| 20 | TOMS Capital Investment Management LP | 2.2M | $35.3M | ▲New +2.2M sh | Q2 2026 | |
| 21 | Two Seas Capital LP | 2.2M | $19.2M | ▲New +2.2M sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 2.1M | $18.0M | ▲+30% Added · +477K sh | Q1 2026 | |
| 23 | Citigroup Inc | 2.1M | $17.8M | ▲+125% Added · +1.1M sh | Q1 2026 | |
| 24 | Steadfast Capital Management LP | 2.0M | $31.5M | ▲+254% Added · +1.4M sh | Q2 2026 | |
| 25 | Longaeva Partners L.P. | 1.7M | $14.7M | ▲New +1.7M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 23 funds opened a new position in BTDR and 19 added to an existing one, while 8 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 105 funds | $252.4B |
| Amazon.com IncAMZN | 103 funds | $116.1B |
| Micron Technology IncMU | 100 funds | $47.3B |
| Microsoft CorpMSFT | 98 funds | $145.8B |
| Intel CorpINTC | 98 funds | $22.9B |
| Alphabet Inc-CL AGOOGL | 97 funds | $102.0B |
| Advanced Micro DevicesAMD | 97 funds | $43.8B |
| Lam Research CorpLRCX | 97 funds | $31.6B |
| Taiwan Semiconductor-SP ADRTSM | 95 funds | $34.4B |
| Tesla IncTSLA | 94 funds | $39.8B |
| Seagate Technology HoldingsSTX | 94 funds | $11.9B |
| Meta Platforms Inc-Class AMETA | 93 funds | $63.3B |
Ranked by how many of BTDR's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in BTDR.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 14, 2026 | Basit Haris Fozan | Chief Strategy Officer | Buy (P) | 25K | $221K |
| Aug 12, 2026 | Potter Michael G | Chief Financial Officer | Buy (P) | 25K | $226K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 44 | 19 | – |
Insiders Form 4 open-market | 2 | 0 | +$447K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for BTDR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BTDR/capital-change-brief"
Use Arkolith's capital_change_brief for BTDR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BTDR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.