InvestorLens

EQIX — EQUINIX INC

Real Estate · REIT - Specialty

Sign in to save6 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying EQIX?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
62
Macro Tailwind
Macro conditions are a headwind for Real Estate
44
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their EQIX position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are a headwind for Real Estate (Macro Tailwind 44/100 in a Squeeze regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Paul Tudor Jones, Philippe Laffont, Steve Cohen)
  • +6 tracked investors reported holding EQIX at their latest filing
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −Current Squeeze regime has historically been a headwind for Real Estate (Macro Tailwind 44/100)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/4/2026.

About EQUINIX INC (EQIX)

EQUINIX INC (EQIX) appears in the most recent 13F filings of 6 tracked institutional investors. EQUINIX INC is classified in the Real Estate sector (REIT - Specialty industry). The largest disclosed position is held by Philippe Laffont (Coatue Management), valued at $1.1B. Across recent filings, tracked investors recorded 6 new positions, 1 increased, 2 reduced, and 0 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in EQIX

78
/100
Institutional Accumulation
Added / Increased7
Reduced2
Exited0
BearishBullish
Crowded Trade Score™

How many top investors track EQIX

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

EQIX Ownership Composition

How EQUINIX INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
76% of tracked value
Institutions
6
tracked investors
Total Reported
$2.2B
combined 13F value
Sectors2
  • Other76.1%
  • Hedge Funds23.9%
Other(5)
76.1%
Hedge Funds(1)
23.9%

Tracked investors reporting EQIX

  • Philippe LaffontMar 31, 2026
    Coatue Management
    Shares
    1.1M
    Value
    $1.1B
    % Portfolio
    3.68%
  • Steve CohenMar 31, 2026
    Point72 Asset Management
    Shares
    534.8K
    Value
    $524.2M
    % Portfolio
    0.67%
  • Ken GriffinMar 31, 2026
    Citadel Advisors
    Shares
    455K
    Value
    $446M
    % Portfolio
    0.07%
  • Izzy EnglanderMar 31, 2026
    Millennium Management
    Shares
    117.2K
    Value
    $114.9M
    % Portfolio
    0.05%
  • Ray DalioMar 31, 2026
    Bridgewater Associates
    Shares
    24.8K
    Value
    $24.3M
    % Portfolio
    0.11%
  • Paul Tudor JonesMar 31, 2026
    Tudor Investment Corp
    Shares
    19.6K
    Value
    $19.2M
    % Portfolio
    0.04%

Recent activity

Frequently asked questions

How many institutional investors hold EQIX?
6 tracked institutional investors disclosed a position in EQIX (EQUINIX INC) in their most recent 13F filing.
Who is the largest institutional holder of EQIX?
Philippe Laffont, Coatue Management, holds the largest disclosed position in EQIX, valued at $1.1B.
Did institutional ownership of EQIX increase or decrease?
Across recent 13F filings, tracked investors recorded 6 new positions, 1 increased, 2 reduced, and 0 fully exited EQIX.
What sector is EQIX in?
EQUINIX INC is classified in the Real Estate GICS sector, REIT - Specialty industry.
Where does this EQIX ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.