Innovation Engine Drives SharkNinja’s (SN) Sustainable Advantage
Spheria Asset Management, an investment management company, released its Q2 2026 investor letter for “Spheria Global Opportunities Fund”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Abrams Bison Investments Gavin M. Abrams | 1,436,000 | $218,659,720 | 10.67% | |
| 2. | Divisadero Street Capital William Zolezzi | 819,163 | $124,733,950 | +7% | 2.83% |
| 3. | Greenvale Capital Bruce Emery | 665,000 | $101,259,550 | -30% | 11.06% |
| 4. | Blue Grotto Capital Ben Gordon | 662,928 | $100,944,046 | -2% | 8.43% |
| 5. | Voss Capital Travis Cocke | 630,000 | $95,930,100 | -10% | 4.45% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $186.66 | 39,059 | $7,290,752.94 | 497,220 | 2026-08-26 | Filing | |
| $185.27 | 10,941 | $2,027,039.07 | 536,279 | 2026-08-26 | Filing | |
| $180.00 | 5,000 | $900,000.00 | 5,328 | 2026-08-20 | Filing | |
| $186.12 | 1,457 | $271,176.84 | 40,766 | 2026-08-10 | Filing | |
| $185.00 | 155 | $28,675.00 | 42,223 | 2026-08-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,374,823 | $2,950,204,313 | 0.13% | |
| 2. | 7,440,189 | $1,132,917,566 | 0.02% | |
| 3. | 6,335,917 | $964,770,138 | 0.92% | |
| 4. | 3,959,748 | $602,950,829 | 0.08% | |
| 5. | 2,594,513 | $395,066,495 | 0.01% |