Guru Ownership Trend
Guru Analysis for SharkNinja, Inc. (SN)
SharkNinja, Inc. (SN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $312.8 M.
Top institutional holders include Daniel Loeb and Mason Hawkins.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $90.61 M net inflow during the quarter.
Recent activity highlights First Eagle Investment who increased their stake by 170.4%. Conversely, Jefferies Group reduced exposure by 81.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 2.07% | Add 50.0% | 1,800,000 | $185.67 M | Q3 2025 | |
| 2.67% | Reduce -4.6% | 507,418 | $52.34 M | Q3 2025 | |
| 0.05% | New Buy | 295,230 | $30.45 M | Q3 2025 | |
| 0.00% | Add 112.8% | 57,345 | $5.86 M | Q3 2025 | |
| 0.01% | Reduce -26.5% | 49,752 | $5.13 M | Q3 2025 | |
| 0.01% | Add 22.7% | 27,968 | $2.88 M | Q3 2025 | |
| 0.00% | Add 45.3% | 15,667 | $1.62 M | Q3 2025 | |
| 0.00% | Add 170.4% | 7,000 | $722,050 | Q3 2025 | |
| 0.00% | Add 35.7% | 5,464 | $563,612 | Q3 2025 | |
| 0.00% | Reduce -81.1% | 3,500 | $361,025 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for SharkNinja, Inc. (SN)
Top Guru holders include Daniel Loeb ($185.67 M), Mason Hawkins ($52.34 M), Steven Cohen ($30.45 M). Collectively, tracked Gurus hold 2.77 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $90.61 M, with 7 Gurus buying and 4 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of SN completely. Total sell value was $6.48 M.
Yes, 1 Gurus opened new positions in SN, and 6 added to their existing holdings. Total buy value was $97.09 M.