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SharonAI Holdings (SHAZ): which funds own it

Information Technology →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

2 concentrated managers hold it (+1 vs last quarter) with a median weight of 0.8%.

Who owns SharonAI Holdings?

Holders that filed a Schedule 13D or 13G with the SEC for owning more than 5% of the shares: Situational Awareness (13D/A filed Sep 17, 2026), Andrew Leece (13D filed Apr 13, 2026), James Edward Manning (13D filed Mar 30, 2026) and Nicholas Hughes-Jones (13D filed Apr 8, 2026). As of Jun 30, 2026, the largest holders reported on Form 13F were Situational Awareness (5.4 million shares), Millennium Management (1.3 million shares) and Two Seas Capital (1.3 million shares).

Which institutions hold the most SharonAI Holdings shares?

Per Form 13F filings as of Jun 30, 2026:

  1. 1. Situational Awareness: 5.4 million shares
  2. 2. Millennium Management: 1.3 million shares
  3. 3. Two Seas Capital: 1.3 million shares
  4. 4. Citadel Advisors: 1.2 million shares
  5. 5. Lone Pine Capital: 1.2 million shares
  6. 6. Mercuria Capital Strategies: 767,333 shares
  7. 7. Sona Asset Management (us): 749,362 shares
  8. 8. Regal Partners: 534,963 shares
  9. 9. UBS Group: 494,844 shares
  10. 10. Point72 Asset Management: 436,490 shares

Sources:13D/A by Situational Awareness (Sep 17, 2026) ↗13D by Andrew Leece (Apr 13, 2026) ↗13D by James Edward Manning (Mar 30, 2026) ↗13D by Nicholas Hughes-Jones (Apr 8, 2026) ↗All of the company's proxy statements on EDGAR ↗

With more than one share class, a 13D or 13G counts shares convertible from another class as owned, so we do not show its percentage. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

SharonAI Holdings revenue

SharonAI Holdings reported annual revenue of $1.6 million for fiscal year 2025 (year ended December 31, 2025), according to its Form 10-K filed with the SEC (XBRL data).

Well-known investors holding it

Howard Marks 13F (Q2 2026)Stephen Mandel 13F (Q2 2026)George Soros 13F (Q2 2026)

Concentrated managers
2
All 13F: 115
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$84.66
+272.5% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (1 → 2): 2 opened · 1 exited = +1

Net flow in the quarter: +$101M (+1.2 M shares) · bought $111M and sold $10.3MShares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

The set of concentrated managers changed between quarters: with the set as it was then, 2 held it last quarter (the chart point); with today's set, 1 (the base for the change).

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Largest holders of SHAZ (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Fundamentals

12-month figures to Jun 30, 2026 · balance sheet as of Jun 30, 2026.

Profitability
Operating margin
—
Net margin
—
ROE
-42.9%
Growth
Revenue (TTM)
$3.1M
Revenue growth
—
Net income (TTM)
$-484M
Balance sheet
Net debt / EBITDA
—
Free cash flow (TTM)
$-1.1M
Quality vs sector
—

This company's sector comes from its SIC code, unreviewed, or has too few comparable companies: we do not compare it with its sector.

Figures from the statements the company filed with the SEC (10-K, 10-Q). Free cash flow = operating cash flow − capital expenditures; empty if the company does not report capex. “Quality vs sector”: 0 to 100, the average of its percentiles in ROE, operating margin, free-cash-flow margin, revenue and earnings growth and net debt / EBITDA (at least 3 needed) against companies in its sector above $300M. How each figure is calculated

Earnings quality and debt

Operating cash flow ÷ net income (12 months)
no datanot calculated with negative net income
Interest coverage (operating income ÷ interest)
−54.4 timesnegative operating income
Debt due within 12 months
$1.2M0.00 times cash and investments

From the figures the company filed with the SEC. Cash flow over net income near or above 1 means earnings are collected in cash; far below, that part is accounting. Coverage says how many times operating income pays the latest fiscal year's interest. Maturities come from the debt note of the latest annual report, counted from its closing date. “No data” never means zero.

Insiders (Form 4)

Officers and directors who bought (6 m)
no data
Amount (6 m)
no data
CEO/CFO bought (12 m)
No

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Sep 24, 2026Mediumfiling ↗

    Change of auditor (Item 4.01)

  • Sep 23, 2026Mediumfiling ↗

    Change of auditor (Item 4.01)

    «Sharon AI Collaborates with VAST Data on the Launch of DataEnclave, Bringing Leading AI Models to Customer Controlled Infrastructure»

  • Jan 7, 2026Mediumfiling ↗

    Change of auditor (Item 4.01)

  • Sep 11, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Aug 28, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Aug 27, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Jul 24, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

    «Sharon AI Appoints Anuj Goel as Chief Financial Officer»

  • Jun 25, 2026Routinefiling ↗

    Unregistered sale of equity securities (Item 3.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Information Technology stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Information Technology →

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