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SPCX
SPACE EXPLORATION TECHN CORP · Information Technology
Consensus score 1/100 · #209 this quarter · tier-weighted across tracked managers
Cluster buy: 4 tracked managers opened a new SPCX position this quarter.
Holders
4
tracked managers
New this Q
4
opened a position
Avg weight
0.4%
of their portfolios
Combined value
$301M
held, at quarter-end
Who’s holding it Q2 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Third Point Activist | 0.7% | $31M | NEW |
| Viking Global Investors Concentrated | 0.6% | $205M | NEW |
| Tiger Global Management Concentrated | 0.3% | $64M | NEW |
| Polen Capital Quality growth | 0.0% | $1M | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.