VIA
Transportation
CROWD: GREEN
Quiet institutional ownership. No unusual crowd behavior in the latest filings.
Active holders
43
of 129 total, index funds excluded
Conviction
1 bps
median holder weight: token bet
Streak
1q
consecutive rising quarters
The crowd, 2016 to now
active holders per quarter
2025Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.
The tide
funds in (up) vs out (down)
Top holders
by reported value · $575M held
| Fund | Value | Note |
|---|
| Exor N.V. |
$212M |
|
| WELLINGTON MANAGEMENT GROUP… |
$37M |
|
| Capital Research Global Inv… |
$32M |
|
| Capital World Investors |
$26M |
|
| ION Crossover Partners Ltd |
$26M |
|
| Koch, Inc. |
$26M |
|
| GILDER GAGNON HOWE & CO LLC |
$23M |
|
| PRINCIPAL FINANCIAL GROUP I… |
$16M |
|
| JANUS HENDERSON GROUP PLC |
$13M |
|
| ADAGE CAPITAL PARTNERS GP, … |
$12M |
|
Tourists vs true believers
every holder a dot · right = bigger bet in their own book, up = patient money
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.