Which hedge funds own SEDG? SOLAREDGE TECHNOLOGIES INC, Q2 2026 13F holders
34 tracked hedge funds disclosed a position in SEDG (SOLAREDGE TECHNOLOGIES INC) in their Q2 2026 13F filings, worth $336.2m in total. The largest holder by portfolio weight is ION Fund Management Ltd at 7.3% of its book. 9 opened a new position this quarter: MYDA Advisors LLC, Viking Global Investors LP, Cinctive Capital Management LP, Ardsley Advisory Partners LP. 14 exited: Anatole Investment Management Ltd, Slate Path Capital LP, Scientech Research LLC.
- 34
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 9
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 14
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $81.6m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $124m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $336m
- Combined value Sum of the holders' reported positions in the security.
- 2.7%
- 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
| Anatole Investment Management Ltd | 6.7% | $47.8m |
| Slate Path Capital LP | 0.6% | $37.6m |
| Scientech Research LLC | 0.5% | $656k |
| PDT Partners, LLC | 0.5% | $8.8m |
| Sphera Funds Management Ltd. | 0.5% | $2.7m |
| Yaupon Capital Management LP | 0.08% | $1.5m |
| Trexquant Investment LP | 0.06% | $8.9m |
| Jupiter Asset Management Ltd | 0.06% | $11.5m |
| Entropy Technologies, LP | 0.05% | $1.1m |
| Quantbot Technologies LP | 0.03% | $809k |
| SummitTX Capital, L.P. | 0.01% | $272k |
| Bridgewater Associates, LP | 0.0% | $961k |
| Marshall Wace, LLP | 0.0% | $1.6m |
| Holocene Advisors, LP | 0.0% | $254k |
Ownership over time
Who discovered SEDG first? Beta
The run: Q1 2025 → Q2 2026, +261%
| Ion Asset Management Ltd. high conviction | Q1 2025 | 2.5% | +30.5 pts |
| Sphera Funds Management Ltd. | Q1 2025 | 1.2% | +3.4 pts |
| Context Capital Management, LLC | Q1 2025 | 2.2% | +0.5 pts |
| Fort Baker Capital Management LP | Q1 2024 | 1.8% | −0.5 pts |
| DeepCurrents Investment Group LLC | Q4 2024 | 1.3% | −2.6 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.