The Insider Ledger

Weekly intelligence from public SEC filings

Nothing on this site is investment advice. It is an automated research digest of public SEC filings.

SPACE EXPLORATION TECHN CORP (CUSIP-84615Q103)

Sector: defence_aerospace · Tracking since 2026-08-14

What am I looking at?

Everything on this page comes from public SEC filings that name this company. The cards show the automated signal score, net insider activity (open-market buys minus sells over the last 90 days), distinct insider buyers, and watchlist institutions currently holding the stock. The timeline lists each transaction row with a link to the original filing.

insider_buy / insider_sell
An officer or director traded on the open market (Form 4). Scheduled 10b5-1 plan trades are noted and treated as low-signal.
13f_new / 13f_add / 13f_trim / 13f_exit
A watchlist fund opened, increased, reduced, or closed a position between quarterly 13F reports — these become public up to 45 days after the quarter ends.
13d_filed
An investor crossed 5% ownership with activist intent (Schedule 13D).
55
Signal score
$0
Net insider value 90d
0
Insider buyers 90d
4
Watchlist holders

Watchlist holders

Analysis

Four independent funds disclose new SpaceX stakes in the same quarter strong (2026-W34)

Coatue, Altimeter, Appaloosa, and Tiger Global all opened brand-new SpaceX positions in their Q2 2026 13Fs, filed Aug 14–17: Coatue by far the largest at roughly $3.17B across eight reporting lines (11.46M of 18.56M total shares disclosed), Altimeter $303.5M (1.78M shares), Tiger Global $64.1M, and Appaloosa $38.4M. SpaceX is privately held, so a 13F appearance typically reflects secondary-market share purchases rather than open-market trading — four unrelated allocators taking positions in the same quarter is a real convergence signal on a name that is otherwise opaque to public markets.

Filing timeline

FiledActorEventSharesValue ($)Source
2026-08-14coatue13f_new11,464,9201,958,896,231filing
2026-08-14coatue13f_new1,518,277259,412,808filing
2026-08-14coatue13f_new507,97786,792,950filing
2026-08-14coatue13f_new979,900167,425,714filing
2026-08-14coatue13f_new256,19443,773,307filing
2026-08-14coatue13f_new3,703,650632,805,639filing
2026-08-14coatue13f_new14,0252,396,312filing
2026-08-14coatue13f_new116,83719,962,770filing
2026-08-14altimeter13f_new1,776,485303,530,227filing
2026-08-14appaloosa13f_new225,00038,443,500filing
2026-08-14tiger-global13f_new375,00064,072,500filing