Defense & Space

theme

Summary

In the Defense & Space theme, tracked hedge-fund managers hold 6 stocks, a combined reported value of ~$479.91B; most concentrated in GE, LMT, NOC. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

6stocks

Tracked gurus

12(13F)

Board total value

$479.91B

Largest holding

GEGENERAL ELECTRIC

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

GEGENERAL ELECTRIC$144.52B

Wind & Clean Energy Aerospace Suppliers

CH NP KG

LMTLOCKHEED MARTIN CORP$118.09B

Industrials

KG IE SC

NOCNORTHROP GRUMMAN CORP$75.39B

Industrials

IE KG JG

IRDMGHL ACQUISITION CORP$69.66B

Commercial Space

JG CW IE

BABOEING CO/THE$63.37B

Industrials

AH KG RT

RTXRTX CORP$8.88B

Aerospace Suppliers Industrials

SC IE KG

Gurus most invested in this boardby value held in this board

1Chris Hohn1 stocks$13.48B 2Ken Griffin6 stocks$1.48B 3Nelson Peltz1 stocks$1.14B 4Izzy Englander6 stocks$871.29M 5Andreas Halvorsen1 stocks$636.11M 6Steven Cohen4 stocks$624.47M 7Renaissance Technologies5 stocks$430.91M 8Joel Greenblatt6 stocks$187.55M 9David Tepper1 stocks$65.97M 10Cathie Wood3 stocks$56.98M 11Ray Dalio4 stocks$51.85M 12George Soros1 stocks$6.59M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.