Baillie Gifford decreased YETI position by 12,961 shares
This StonkWhisper whale intelligence report documents significant institutional position changes in $YETI based on SEC 13F filings and block-level trading data. Quarterly 13F disclosures are required for institutional investment managers with at least $100 million in qualifying assets under management. These filings reveal long positions in U.S. equities held as of quarter end. Material changes in institutional positioning — particularly from concentrated funds with a history of high-conviction bets — are tracked by StonkWhisper as leading indicators of institutional thesis formation or exit.
Position Change Detail
Other Baillie Gifford Positions This Period
| Ticker | Issuer | Change Type | Share Change | Value |
|---|---|---|---|---|
| CPNG | Coupang | Increased | +55,148,486 | $1007.0B |
| PBR | Petrobras Common ADR | Increased | +31,114,750 | $548.5B |
| BBD | Banco Bradesco Pn ADR | Increased | +26,309,651 | $102.1B |
| NVDA | NVIDIA | Decreased | 10,884,009 | $585.2B |
| RBLX | Roblox | Increased | +9,292,101 | $601.3B |
| AUR | Aurora Innovation Class A Common | Decreased | 8,783,393 | $236.4B |
| SE | Sea Ltd ADR | Increased | +8,684,162 | $832.2B |
| RIVN | Rivian Automotive Inc | Increased | +7,346,380 | $183.0B |
| SANA | Sana Biotechnology Inc | Exited | 6,609,065 | — |
| RYAAY | Ryanair ADR | Decreased | 6,265,720 | $59.8B |
Other Whales Moving YETI This Period
| Manager | Change Type | Share Change |
|---|---|---|
| State Street | Decreased | 7,265 |
| Winton | New | +4,200 |
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Data sourced from SEC 13F institutional holdings filings. This page does not constitute financial advice. StonkWhisper presents public records — it does not verify or guarantee the accuracy of institutional filings. 13F filings are reported quarterly and may lag actual positions.
Last updated: August 12, 2026 at 06:02 UTC