DCFC — TRITIUM DCFC LIMITED
DCFC (TRITIUM DCFC LIMITED) is tracked on HoldingsHub across five years of quarterly 13F filings. 17 funds have reported positions historically, with the sum of their latest reported stakes valued at $4.65M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q1 2024 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Goldman Sachs Group history | 73.56K | $787.06K | 0.00% | Reduce |
| Morgan Stanley history | 269.51K | $14.42K | 0.00% | Reduce |
| Geode Capital Management history | 153.71K | $8.61K | 0.00% | Hold |
| Wells Fargo & Co history | 42.00K | $2.25K | 0.00% | Reduce |
| Citigroup Inc history | 2.50K | $134 | 0.00% | Hold |
| Bank of America Corp history | 200 | $11 | 0.00% | New |
Q4 2023 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 386.10K | $84.94K | 0.00% | Reduce |
| Goldman Sachs Group history | 314.26K | $69.14K | 0.00% | Add |
| D. E. Shaw & Co history | 265.88K | $58.49K | 0.00% | Add |
| Geode Capital Management history | 153.71K | $33.82K | 0.00% | Add |
| Millennium Management history | 110.01K | $24.20K | 0.00% | Reduce |
| Wells Fargo & Co history | 43.00K | $9.46K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 6.57K | $1.45K | 0.00% | Add |
| Citigroup Inc history | 2.50K | $550 | 0.00% | Hold |
Q3 2023 — 10 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 554.28K | $167.84K | 0.00% | Add |
| Millennium Management history | 413.44K | $125.19K | 0.00% | Reduce |
| Goldman Sachs Group history | 135.09K | $40.90K | 0.00% | Add |
| Geode Capital Management history | 101.08K | $30.61K | 0.00% | Reduce |
| Wells Fargo & Co history | 68.00K | $20.59K | 0.00% | Add |
| D. E. Shaw & Co history | 56.89K | $17.23K | 0.00% | New |
| Bank of America Corp history | 51.61K | $15.59K | 0.00% | New |
| UBS Group AG history | 8.13K | $2.46K | 0.00% | New |
| Citigroup Inc history | 2.50K | $757 | 0.00% | Hold |
| JPMorgan Chase & Co history | 500 | $151 | 0.00% | Reduce |
Q2 2023 — 9 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 3.13M | $3.41M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 554.13K | $604.01K | 0.00% | Reduce |
| Millennium Management history | 454.27K | $495.16K | 0.00% | Reduce |
| Morgan Stanley history | 317.04K | $345.58K | 0.00% | Add |
| Geode Capital Management history | 148.38K | $161.73K | 0.00% | Add |
| Goldman Sachs Group history | 83.34K | $90.84K | 0.00% | Reduce |
| Wells Fargo & Co history | 58.00K | $63.22K | 0.00% | Add |
| Citigroup Inc history | 2.50K | $2.73K | 0.00% | Hold |
| Renaissance Technologies history | 460.08K | $501 | 0.00% | New |
Q1 2023 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 3.32M | $4.24M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 634.15K | $811.64K | 0.00% | Reduce |
| Goldman Sachs Group history | 339.05K | $433.98K | 0.00% | Add |
| Morgan Stanley history | 258.30K | $330.63K | 0.00% | Add |
| Balyasny Asset Management history | 153.40K | $196.36K | 0.00% | New |
| Geode Capital Management history | 101.08K | $129.38K | 0.00% | Hold |
| Bank of America Corp history | 67.76K | $86.73K | 0.00% | Reduce |
| Wells Fargo & Co history | 43.00K | $55.04K | 0.00% | Hold |
| Citadel Advisors history | 20.30K | $25.98K | 0.00% | Reduce |
| Citigroup Inc history | 2.50K | $3.20K | 0.00% | Hold |
| Point72 Asset Management history | 895 | $1.15K | 0.00% | New |
| Millennium Management history | 563.17K | $721 | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1 | $1 | 0.00% | New |
Q4 2022 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Invesco Ltd history | 7.67M | $12.89M | 0.00% | Add |
| Bank of America Corp history | 527.90K | $886.87K | 0.00% | Add |
| Morgan Stanley history | 201.02K | $337.72K | 0.00% | Add |
| Goldman Sachs Group history | 165.10K | $277.37K | 0.00% | Reduce |
| Citadel Advisors history | 83.65K | $140.53K | 0.00% | Reduce |
| D. E. Shaw & Co history | 45.73K | $76.82K | 0.00% | Add |
| Wells Fargo & Co history | 43.00K | $72.24K | 0.00% | Reduce |
| Citigroup Inc history | 2.50K | $4.20K | 0.00% | Reduce |
| JPMorgan Chase & Co history | 660.20K | $1.11K | 0.00% | Add |
| Millennium Management history | 298.97K | $502 | 0.00% | New |
| Geode Capital Management history | 101.14K | $169 | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 17 funds)
| Fund | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|
| Goldman Sachs Group | 73.56K | 314.26K | 135.09K | 83.34K | 339.05K | 165.10K | 169.77K | 45.42K | 38.00K |
| Morgan Stanley | 269.51K | 386.10K | 554.28K | 317.04K | 258.30K | 201.02K | 197.87K | 202.76K | 178.45K |
| Geode Capital Management | 153.71K | 153.71K | 101.08K | 148.38K | 101.08K | 101.14K | 154.22K | 108.89K | 86.11K |
| Wells Fargo & Co | 42.00K | 43.00K | 68.00K | 58.00K | 43.00K | 43.00K | 123.00K | 123.00K | 122.83K |
| Citigroup Inc | 2.50K | 2.50K | 2.50K | 2.50K | 2.50K | 2.50K | 7.13K | 14.18K | 650 |
| Bank of America Corp | 200 | — | 51.61K | — | 67.76K | 527.90K | 391.19K | 167.56K | 161.56K |
| Citadel Advisors | — | — | — | — | 20.30K | 83.65K | 104.10K | 52.80K | 173.60K |
| Point72 Asset Management | — | — | — | — | 895 | — | — | — | — |
| Fidelity Management & Research (FMR) | — | — | — | — | 1 | — | — | — | — |
| JPMorgan Chase & Co | — | 6.57K | 500 | 554.13K | 634.15K | 660.20K | 183.65K | 29.68K | 18.84K |
| Renaissance Technologies | — | — | — | 460.08K | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | 36.52K | — | — |
| Balyasny Asset Management | — | — | — | — | 153.40K | — | — | — | — |
| D. E. Shaw & Co | — | 265.88K | 56.89K | — | — | 45.73K | 45.40K | — | — |
| Invesco Ltd | — | — | — | 3.13M | 3.32M | 7.67M | 3.51M | 2.34M | 2.43M |
| Millennium Management | — | 110.01K | 413.44K | 454.27K | 563.17K | 298.97K | — | 18.15K | — |
| UBS Group AG | — | — | 8.13K | — | — | — | — | — | 101 |