What smart money is saying about Rocket Lab
RKLB
No fund has written a full thesis on Rocket Lab in our archive, but 1 fund letter reports a position in it — most recently ClearBridge Investments SMID Cap Growth Strategy in June 2026.
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1
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Rocket Lab on record in the archive was reported in Q2 2026, across 1 fund letter — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 1 | 0 |
Fund activity · 1 position · 1 move
- June 2026
“In addition to the transactions mentioned above, we initiated positions in Arxis, Sterling Infrastructure, and Woodward in the industrials sector, SiTime, Cipher Digital, D-Wave Quantum and DigitalOcean in the IT sector, Liftoff Mobile in the communication services sector and Axsome Therapeutics, Vaxcyte and Kymera Therapeutics in the health care sector. We exited positions in FTAI Aviation and Rocket Lab in the industrials sector, Colliers International in the real estate sector, Chime Financial in the financials sector, Doximity in the health care sector and IonQ in the IT sector.”
Rocket Lab
Also mentioned · 1
These funds discuss Rocket Lab — as a competitor, benchmark or comparable — without disclosing a position in it.
- June 2026
“While absolute performance in Industrials was strong, up 20% in the quarter, the Strategy underperformed the Index in the sector due to rising share prices of benchmark-only companies like Rocket Lab, Vertiv, and Quanta.”
Rocket Lab
Read the letters behind these Rocket Lab positions
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