Gigafund Management portfolio
Private equity or venture capitalPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 28, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
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.
Gigafund Management reported a $19.1 bn portfolio of 2 positions to the SEC as of the end of Q3 2026. Its largest positions are SPCX, ANGX.
Sections with a free account
What changed this quarter
1 position with a change (1 trimmed). 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).
- Space Exploration Technologies−27%fewer sharesReduced99.8% → 99.5%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Space Exploration TechnologiesSPCX99.5%
- Angel StudiosANGX0.5%
Portfolio by sector
- ● Industrials 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Not counted as a concentrated manager: it has fewer than 8 quarters of history; its portfolio is not within 5 to 100 positions; a single position is more than 70% of the portfolio; it is a private equity or venture firm; its stocks are usually holdings that went public. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- H&H International InvestmentFamily office · $19.1 bn
- Von Storch FlossbachInvestment firm · $19.7 bn
- Baker Bros. AdvisorsInvestment firm · $19.9 bn
- Newlands Management Operations$16.6 bn
- Darsana Capital PartnersInvestment firm · $22.3 bn
- Lone Pine CapitalInvestment firm · $16.4 bn