Parsifal Capital Management’s SharkNinja SN Stock Holding History

Parsifal Capital Management’s Portfolio SN Stock Details SN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$84M	Sell	551,756 -241,358	-30%	-$28.9M	10.18%	3
2026 Q1	$84M	Sell	793,114 -406,823	-34%	-$47.6M	9.89%	3
2025 Q4	$134M	Buy	1,199,937 +116,337	+11%	+$11.5M	11.01%	1
2025 Q3	$112M	Buy	1,083,600 +22,300	+2%	+$2.55M	10.4%	3
2025 Q2	$105M	Buy	1,061,300 +12,697	+1%	+$1.1M	8.9%	4
2025 Q1	$87.5M	Sell	1,048,603 -122,197	-10%	-$12.4M	7.56%	4
2024 Q4	$114M	Sell	1,170,800 -136,493	-10%	-$13.9M	9.51%	3
2024 Q3	$142M	Sell	1,307,293 -805,906	-38%	-$70.1M	9.72%	3
2024 Q2	$159M	Sell	2,113,199 -1,040,798	-33%	-$73.3M	11.46%	1
2024 Q1	$196M	Sell	3,153,997 -17,864	-0.6%	-$945K	13.56%	1
2023 Q4	$162M	Buy	3,171,861 +1,163,185	+58%	+$53.2M	11.14%	1
2023 Q3	$93.1M	Buy	+2,008,676	New	+$73.5M	5.45%	6

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Parsifal Capital Management's SN Position: Q2 2026 in Review

Parsifal Capital Management reduced its SharkNinja (SN) stake by 30% in Q2 2026, selling an estimated $28.9M and leaving 551,756 shares worth $84M. The position accounts for 10.18% of the portfolio, ranked #3.

Parsifal Capital Management first reported a position in SN in Q3 2023 and has held it in 12 quarters since. The position peaked at $196M in Q1 2024. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Parsifal Capital Management held 551,756 shares of SharkNinja worth $84M as of Q2 2026.
Parsifal Capital Management sold 241,358 SharkNinja shares in Q2 2026, an estimated $28.9M.
SharkNinja made up 10.18% of Parsifal Capital Management's portfolio in Q2 2026, its #3 holding.
Parsifal Capital Management first reported a position in SharkNinja in Q3 2023 and has held it in 12 quarters since.
Parsifal Capital Management's SharkNinja position peaked at $196M in Q1 2024.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Parsifal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.