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Earth Observation

Earth observation sells imagery and analysis of the planet to defence, insurance, agriculture, and commodity traders. Value is shifting from the pictures themselves to the models built on top of them.

6 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1
Alphabet Inc
Alphabet Inc
California
$196M +$303M 1 4.74% New
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$48M +$73.9M 1 0.05% New
3
Capricorn Investment Group
Capricorn Investment Group
California
$44.5M +$68.6M 1 3.71% New
4
Tiger Global Management
Tiger Global Management
New York
$39.4M $0 2 0.09% Maintained
5
SCC
Spring Creek Capital
Kansas
$31.9M +$49.1M 1 1.21% New
6
DMC
Deer Management Company
New York
$24.6M +$36.8M 1 0.63% New
7
DCI
Data Collective II
California
$22.9M +$35.2M 1 23.84% New
8
SIG
Senator Investment Group
New York
$15.2M -$18.9M 1 0.29% Reduced
9
Vanguard Group
Vanguard Group
Pennsylvania
$14.2M +$21.1M 2 0% Increased
10
JP
Jana Partners
New York
$12.8M +$15.7M 1 0.83% Increased
11
FFIM
Founders Fund IV Management
California
$12.5M +$19.3M 1 100% New
12
Millennium Management
Millennium Management
New York
$11.7M -$15.9M 1 0.01% Reduced
13
MP
MSD Partners
New York
$10.8M +$16.7M 1 0.12% New
14
FPM
Francisco Partners Management
California
$8.34M $0 1 0.22% Maintained
15
EPL
EDBI Pte Ltd
Singapore
$6.55M +$10.1M 1 3.56% New
16
RTM
Rizvi Traverse Management
Florida
$6.55M +$10.1M 1 1.69% New
17
Blackstone Inc
Blackstone Inc
New York
$6.33M $0 1 0.02% Maintained
18
Goldman Sachs
Goldman Sachs
New York
$6.32M +$7.41M 2 0% Increased
19
QI
Qualcomm Inc
California
$6.18M +$9.24M 1 1.17% New
20
HRT Financial
HRT Financial
New York
$6.14M +$8.15M 2 0.04% Increased
21
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.91M +$8.69M 3 0% Increased
22
Samlyn Capital
Samlyn Capital
New York
$5.45M +$35.4K 1 0.08% Increased
23
Geode Capital Management
Geode Capital Management
Massachusetts
$5.31M +$8.88M 2 0% New
24
ACA
Arena Capital Advisors
California
$4.94M -$7.78M 1 0.46% Reduced
25
BlackRock
BlackRock
New York
$4.32M +$7.79M 2 0% New