SPOT
Spotify Technology S A
8 of the 83 super-investors we track hold SPOT, worth a combined $1.12B per their latest 13F filings. The largest position: Josh Tarasoff at 5.0% of their portfolio. This quarter the cohort logged 2 buys and 3 sells on the name. Conviction score: 32 of 100 (how strongly the cohort backs it) — ranked #303 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own SPOT
SPOT is held by 8 super-investors in our cohort, with a combined position value of $1.1B. The highest-conviction owner is Josh Tarasoff at 5.0% of their portfolio. Cohort ownership has grown from 4 to 8 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 1 added, 2 trimmed, 1 exited.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q2 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 2.2% | 33q | $538M | 1,171,427 |
| 2 | Joel Greenblatt | 0.1% | 32q | $261M | 567,691 |
| 3 | Jeffrey Ubben et al | 4.3% | 8q | $242M | 526,800 |
| 4 | Polen Capital Management | 0.3% | 7q | $37M | 81,578 |
| 5 | Josh Tarasoff | 5.0% | 20q | $18M | 39,370 |
| 6 | Thomas Gayner | 0.1% | 20q | $12M | 25,900 |
| 7 | William Von Mueffling | 1.4% | 2q | $9M | 20,216 |
| 8 | Robert Vinall | 0.1% | 2q | $230K | 500 |
- 1Chase Colemanport2.2%val$538M1,171,427 sh·33q held
- 2Joel Greenblattport0.1%val$261M567,691 sh·32q held
- 3Jeffrey Ubben et alport4.3%val$242M526,800 sh·8q held
- 4Polen Capital Managementport0.3%val$37M81,578 sh·7q held
- 5Josh Tarasoffport5.0%val$18M39,370 sh·20q held
- 6Thomas Gaynerport0.1%val$12M25,900 sh·20q held
- 7William Von Muefflingport1.4%val$9M20,216 sh·2q held
- 8Robert Vinallport0.1%val$230K500 sh·2q held
Owners of SPOT also hold
Congress is trading SPOT
Congress tracker →- Gilbert Cisnerossold$1,001 - $15,000 · 2026-06-18
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-12-24
- Gilbert Cisnerossold$1,001 - $15,000 · 2025-11-26
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-11-18
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-10-17
- Valerie Hoylesold$1,001 - $15,000 · 2025-09-10
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (5)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 2.2% | -26% | $538M | Aug 14, 2026 |
| Jeffrey Ubben et al | ADD | 4.3% | +47% | $242M | Aug 14, 2026 |
| Josh Tarasoff | NEW | 5.0% | +100% | $18M | Aug 14, 2026 |
| Stephen Mandel | EXIT | 0.3% | -100% | $0 | Aug 14, 2026 |
| William Von Mueffling | TRIM | 1.4% | -95% | $9M | Jul 29, 2026 |
Long US equity 13F-HR filings only. CUSIP L8681T102. Not investment advice.