Position in RKLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$826,821
+$380,300 QoQ
Shares Held
8,134
+17.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#507
of 1,116 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RKLB Over Time
Shares Held
Position Value (USD)
Derivatives in RKLB
reported options exposure · as of Jun 30, 2026CallValue
$50,825
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $8,296,444 across 13 Aerospace & Defense names. RKLB ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
4,663 | $1,742,702 | |
| 2 | SPCX |
Space Exploration Technologies Corp
|
5,917 | $1,010,978 | |
| 3 | RTX |
RTX Corp
|
5,327 | $1,010,691 | |
| 4 | BA |
Boeing Co
|
4,383 | $948,788 | |
| 5 | RKLB |
Rocket Lab Corp
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|
8,134 | $826,821 | |
| 6 | LMT |
Lockheed Martin Corp
|
1,226 | $624,597 | |
| 7 | AXON |
Axon Enterprise, Inc.
|
1,015 | $569,019 | |
| 8 | HWM |
Howmet Aerospace Inc.
|
1,375 | $369,682 |
All Filings in RKLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,825 | 500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $826,821 | 8,134 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $446,521 | 6,953 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $510,782 | 7,322 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $410,924 | 8,577 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $317,530 | 8,877 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||