SPOT
Spotify Technology S A
9 super-investors hold SPOT worth a combined $1.64B. The largest position: Chase Coleman at 3.4% of their portfolio. This quarter the cohort logged 5 buys and 1 sell on the name. Cohort Conviction Score: 38 — ranked #151 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own SPOT
A sharp surge in cohort interest is the defining story this quarter: owner count jumped from 3 to 9 — the highest in the eight-quarter window shown — after Jeffrey Ubben, William Von Mueffling, and Robert Vinall all initiated positions in 2026Q1, while Chase Coleman and Stephen Mandel added to existing stakes. Coleman remains the anchor, holding $767M at 3.4% portfolio concentration, the highest conviction reading in the group. Combined cohort exposure now stands at $1.6B across nine holders. The one dissenting move came from Daniel Loeb, who exited entirely. With five of six activity events being buys or new positions and owner count roughly tripling over two quarters, institutional momentum within this cohort is clearly building rather than fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 3.4% | 32q | $767M | 1,580,761 |
| 2 | Joel Greenblatt | 0.3% | 31q | $392M | 809,008 |
| 3 | William Von Mueffling | 1.4% | — 1q | $213M | 439,353 |
| 4 | Jeffrey Ubben et al | 3.0% | 7q | $174M | 358,500 |
| 5 | Polen Capital Management | 0.4% | 6q | $52M | 107,429 |
| 6 | Stephen Mandel | 0.3% | 6q | $33M | 68,844 |
| 7 | Thomas Gayner | 0.1% | 19q | $13M | 25,900 |
| 8 | Lee Ainslie | <0.1% | 10q | $694K | 1,431 |
| 9 | Robert Vinall | 0.1% | — 1q | $242K | 500 |
- 1Chase Colemanport3.4%val$767M1,580,761 sh·32q held
- 2Joel Greenblattport0.3%val$392M809,008 sh·31q held
- 3William Von Muefflingport1.4%val$213M439,353 sh·—1q held
- 4Jeffrey Ubben et alport3.0%val$174M358,500 sh·7q held
- 5Polen Capital Managementport0.4%val$52M107,429 sh·6q held
- 6Stephen Mandelport0.3%val$33M68,844 sh·6q held
- 7Thomas Gaynerport0.1%val$13M25,900 sh·19q held
- 8Lee Ainslieport<0.1%val$694K1,431 sh·10q held
- 9Robert Vinallport0.1%val$242K500 sh·—1q held
Owners of SPOT also hold
Recent activity (6)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | ADD | 3.4% | +25% | $767M | May 15, 2026 |
| Daniel Loeb | EXIT | 0.8% | -100% | $0 | May 15, 2026 |
| Jeffrey Ubben et al | NEW | 3.0% | +100% | $174M | May 15, 2026 |
| Stephen Mandel | ADD | 0.3% | +288% | $33M | May 15, 2026 |
| Robert Vinall | NEW | 0.1% | +100% | $242K | May 11, 2026 |
| William Von Mueffling | NEW | 1.4% | +100% | $213M | May 7, 2026 |
- ADDChase Coleman3.4%Δ +25%·$767M·filed May 15, 2026
- EXITDaniel Loeb0.8%Δ -100%·$0·filed May 15, 2026
- NEWJeffrey Ubben et al3.0%Δ +100%·$174M·filed May 15, 2026
- ADDStephen Mandel0.3%Δ +288%·$33M·filed May 15, 2026
- NEWRobert Vinall0.1%Δ +100%·$242K·filed May 11, 2026
- NEWWilliam Von Mueffling1.4%Δ +100%·$213M·filed May 7, 2026
Long US equity 13F-HR filings only. CUSIP L8681T102. Not investment advice.