Which hedge funds own IRDM? IRIDIUM COMMUNICATIONS INC, Q2 2026 13F holders
41 tracked hedge funds disclosed a position in IRDM (IRIDIUM COMMUNICATIONS INC) in their Q2 2026 13F filings, worth $655.3m in total. The largest holder by portfolio weight is Robertson Opportunity Capital, LLC at 5.3% of its book. 21 opened a new position this quarter: Alpine Associates Management Inc., Lotus Technology Management, LP, Sculptor Capital LP, Quinn Opportunity Partners LLC. 13 exited: Morgens Waterfall Vintiadis & Co Inc, Oak Thistle LLC, Select Equity Group, L.P..
- 41
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 21
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 13
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $91.3m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $70.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $655m
- Combined value Sum of the holders' reported positions in the security.
- 3.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Morgens Waterfall Vintiadis & Co Inc | 5.3% | $4.3m |
| Oak Thistle LLC | 0.3% | $3.1m |
| Select Equity Group, L.P. | 0.1% | $26.1m |
| Jupiter Asset Management Ltd | 0.1% | $24.8m |
| Edgestream Partners, L.P. | 0.07% | $2.1m |
| Numerai GP LLC | 0.04% | $424k |
| Quarry LP | 0.02% | $111k |
| Capital Fund Management S.A. | 0.02% | $1.8m |
| Boothbay Fund Management, LLC | 0.01% | $542k |
| Holocene Advisors, LP | 0.01% | $4.1m |
| Tudor Investment Corp ET AL | 0.0% | $663k |
| Citadel Advisors LLC | 0.0% | $1.8m |
| Marshall Wace, LLP | 0.0% | $691k |
Ownership over time
Who discovered IRDM first? Beta
The run: Q1 2018 → Q2 2023, +452%
| Robertson Opportunity Capital, LLC high conviction | Q2 2025 | – | +2.0 pts |
| SG Capital Management LLC high conviction | Q4 2022 | – | +1.1 pts |
| Kerrisdale Advisers, LLC high conviction | Q3 2019 | – | +1.1 pts |
| Cunning Capital Partners, LP | Q2 2022 | – | +0.2 pts |
| Intrinsic Edge Capital Management LLC | Q4 2022 | – | +0.2 pts |
| Summit Partners Public Asset Management, LLC | Q1 2023 | – | 0.0 pts |
| Wynnefield Capital Inc | Q2 2015 | – | 0.0 pts |
| Resolute Capital Asset Partners LLC | Q1 2023 | – | −1.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.