Among active 13F managers last quarter, 9 opened and none reduced or exited; the largest holder to move was Hudson Bay Capital Management LP (new position). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
11 tracked 13F filers disclose a position in TMS as of the latest SEC 13F filings, a combined $70.3M 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 | T. Rowe Price Investment Management, Inc. | 13.0M | $107K | ▲New +13.0M sh | Q2 2026 | |
| 2 | Hudson Bay Capital Management LP | 4.0M | $32.9M | ▲New +4.0M sh | Q2 2026 | |
| 3 | StepStone Group LP | 2.0M | $16.4M | ▲New +2.0M sh | Q2 2026 | |
| 4 | Euclidean Capital LLC | 1.1M | $9.0M | ▲New +1.1M sh | Q2 2026 | |
| 5 | Alyeska Investment Group, L.P. | 544K | $4.5M | ▲New +544K sh | Q2 2026 | |
| 6 | Harraden Circle Investments, LLC | 479K | $3.9M | ▲New +479K sh | Q2 2026 | |
| 7 | Round Rock Advisors LLC | 277K | $2.3M | ▲New +277K sh | Q2 2026 | |
| 8 | Cannell & Spears LLC | 83K | $678K | ▲New +83K sh | Q2 2026 | |
| 9 | K2 Principal Fund, L.P. | 34K | $282K | ▲New +34K sh | Q2 2026 | |
| 10 | Geode Capital Management, LLC | 16K | $133K | ▲New +16K sh | Q2 2026 | |
| 11 | JNBA Financial Advisors | 1K | $8K | ▲New +1K sh | Q2 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.
Last quarter, 9 funds opened a new position in TMS, while none reduced or exited. 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 |
|---|---|---|
| Amazon.com IncAMZN | 6 funds | $1.6B |
| Microsoft CorpMSFT | 6 funds | $1.1B |
| Meta Platforms Inc-Class AMETA | 6 funds | $1.1B |
| Taiwan Semiconductor-SP ADRTSM | 6 funds | $930.0M |
| ASML Holding NV-NY Reg SHSASML | 6 funds | $98.1M |
| Nvidia CorpNVDA | 5 funds | $1.1B |
| Alphabet Inc-CL AGOOGL | 5 funds | $736.9M |
| Arista Networks IncANET | 5 funds | $647.9M |
| Alphabet Inc-CL CGOOG | 5 funds | $489.2M |
| Merck & Co. Inc.MRK | 5 funds | $391.9M |
| Johnson & JohnsonJNJ | 5 funds | $344.1M |
| Broadcom IncAVGO | 5 funds | $278.0M |
Ranked by how many of TMS's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in TMS.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
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 | 0 | 0 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
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.
| Class | 13F holders | Value held |
|---|---|---|
| TMSWWW EXP 06/18/203 | 19 funds | $12.6M |
| TMSthis pageCOMM STK | 11 funds | $70.3M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for TMS
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/TMS/capital-change-brief"
Use Arkolith's capital_change_brief for TMS. 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 TMS. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.