There were over 4.70 million Sirius XM Holdings Inc. (NASDAQ:SIRI) shares in Calixto Global Investors’ portfolio at the end of June. This means the hedge fund had an $18.58 million stake in the company, whose stock returned 5.6% in the third quarter. At Q2’s end, a total of 22 of the hedge funds tracked by Insider Monkey were bullish on this stock, a 16% jump from one quarter earlier, which followed a steep decline in the quarter before. Among these funds, Brahman Capital held the most valuable stake in Sirius XM Holdings Inc. (NASDAQ:SIRI), which was worth $269.1 million at the end of the second quarter. On the second spot was Iridian Asset Management which amassed $261 million worth of shares. Moreover, Renaissance Technologies and Millennium Management were also bullish on Sirius XM Holdings Inc. (NASDAQ:SIRI).
HubSpot Inc (NYSE:HUBS) was picked up by Calixto Global Investors in the June quarter, as the fund bought 331,371 Class A shares of the company in the period, which were valued at $14.38 million. The move was well timed, as the stock returned 32.7% during the third quarter. Is HubSpot Inc (NYSE:HUBS) undervalued? Investors who are in the know are turning bullish. HUBS was in 19 hedge funds’ portfolios at the end of June, up from 17 hedge funds in our database with HUBS holdings at the end of the previous quarter. Whale Rock Capital Management was the largest shareholder of HubSpot Inc (NYSE:HUBS), with a stake worth $28.2 million reported as of the end of June. Trailing Whale Rock Capital Management was Polar Capital, which amassed a stake valued at $22.1 million. Light Street Capital and Folger Hill Asset Management also held valuable positions in the company.