SES

SES

SES

Market Cap: $0.62B

Letters With This Ticker

Quarter Letter Date Fund Name QTD YTD Tickers Keywords/Themes Theme Commentary Pitches Letter
2025 Q2 Jun 30, 2025 Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund - - AFM.L, ASR.JO, BLU.JO, CCOLA.IS, COH.JO, HCI.JO, HL.L, KSPI.L, MEO.DE, MTN.JO, NE, NPK.JO, OCE.JO, PRX.AS, SES, WINE.L emerging markets, Mining, private equity, South Africa, tariffs, Telecommunications, Turkey, value
2024 Q4 Dec 31, 2024 Rozendal Global Fund - -3.0% AFE.JO, BLU.JO, BUR.L, GRT.JO, HCI.JO, JD, META, NE, PPH.JO, SES, TBS.JO, TSCO.L China, commodities, financials, global, oil, Restructuring, South Africa, value
2024 Q4 Dec 31, 2024 Rozendal Worldwide Flexible Prescient Qualified Investor Hedge Fund - 5.0% AFE.JO, BLU.JO, BUR.L, GRT.JO, HCI.JO, JD, META, NE, PIK.JO, PPC.JO, SES, SHP.JO, TBS.JO, TSCO.L Case Study, commodities, global, Hedge Fund, retail, South Africa

Pitches With This Ticker

Date Pitch Type Author Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jun 26, 2026 Substack Stock Pursuit SES AI Energy Storage Battery Technology Bull AI infrastructure, battery technology, drone batteries, Energy Storage Systems, innovation, Market expansion, Molecular Universe AI, pivot strategy, SES AI, UZ Energy acquisition
Jan 23, 2026 Twitter / X @WolfpackReports SES AI Corp Consumer Discretionary Automotive Retail Bear New York Stock Exchange China, Exchanges, Hisun, Homebuilders, Honda, Honda Hyundai, Hyundai, SES

BSD Shareholders of SES

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025
Manager Name Fund Name Fund AUM Invested Value Portfolio Weight Shares Owned Shares Bought / Sold During Quarter % Bought / Sold During Quarter % of Shares Outstanding Owned
Carlo Cannell Cannell Capital $204.1M $1.9M 0.95% 10,832 +10,832 +100.00% 0.3132%
Ho Ching Temasek Holdings $31.6B $5.7M 0.02% 3,160,712 -9,515,045 -75.06% 0.9140%
Steven A. Cohen Point72 Asset Management $86.8B $173,115 0.00% 96,175 +96,175 +100.00% 0.0278%
Dmitry Balyasny Balyasny Asset Management $76.6B $143,563 0.00% 79,757 +79,757 +100.00% 0.0231%
Israel Englander Millennium Management LLC $233.2B $4.5M 0.00% 2,516,589 -1,909,695 -43.14% 0.7277%
David Siegel & John Overdeck Two Sigma Investments $67.5B $9.4M 0.01% 5,237,782 +3,346,703 +176.97% 1.5147%
Cliff Asness AQR Capital Management $190.6B $20,180 0.00% 11,211 -15,052 -57.31% 0.0032%

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