Gurus

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Name of Fund AUM 13-F Portfolio Value Last 13-F Filed # Positions Concentration in Top 10 % Change (QoQ)
12 WEST CAPITAL MANAGEMENT LP$1.68 billion$1.11 billionQ1 20242580.3%-1.35%
ABDIEL CAPITAL ADVISORS, LP$3.31 billion$1.60 billionQ1 20247100%-16.8%
ALTIMETER CAPITAL MANAGEMENT, LP$10.71 billion$6.51 billionQ1 20241796.65%8.08%
ARK INVESTMENT MANAGEMENT LLC$15.18 billion$14.44 billionQ1 202423047.17%-14.49%
ASHFORD CAPITAL MANAGEMENT INC$791.75 million$739.29 millionQ1 20249137.84%-0.96%
BARES CAPITAL MANAGEMENT, INC.$2.72 billion$2.52 billionQ1 20243187.79%-1.11%
CAS INVESTMENT PARTNERS, LLC$951.08 million$1.12 billionQ1 20245100%34.99%
CAT ROCK CAPITAL MANAGEMENT LP$1.58 billion$873.20 millionQ1 20241298.47%32.36%
COATUE MANAGEMENT LLC$58.58 billion$25.50 billionQ1 20249139.07%6.92%
DRAGONEER INVESTMENT GROUP, LLC$22.66 billion$4.32 billionQ1 20242974.37%-6.24%
DRIEHAUS CAPITAL MANAGEMENT LLC$15.17 billion$10.04 billionQ1 202438020.72%20.93%
GABELLI FUNDS LLC$21.01 billion$13.57 billionQ1 2024110912.68%4.53%
GLADSTONE CAPITAL MANAGEMENT LLP$1.94 billion$1.01 billionQ1 20241988.96%18.37%
GLYNN CAPITAL MANAGEMENT LLC$1.69 billion$533.73 millionQ1 20244060.35%-0.22%
ICONIQ CAPITAL, LLC$84.19 billion$5.74 billionQ1 20246383.82%7.11%
JERICHO CAPITAL ASSET MANAGEMENT L.P.$3.97 billion$3.75 billionQ1 20242861.76%14.75%
JS CAPITAL MANAGEMENT LLC$240.28 millionQ1 20241100%-71.25%
KORA MANAGEMENT LP$1.20 billion$482.88 millionQ1 2024699.99%18.95%
LIGHT STREET CAPITAL MANAGEMENT, LLC$821.20 million$413.50 millionQ1 20242271.72%23.83%
LONE PINE CAPITAL LLC$17.47 billion$12.67 billionQ1 20242657.27%9.63%
MATRIX CAPITAL MANAGEMENT COMPANY, LP$12.09 billion$10.77 billionQ1 20242392.39%10.8%
MAVERICK CAPITAL LTD$8.79 billion$5.32 billionQ1 202440544.55%6.86%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$43.32 billionQ1 202410463.97%4.4%
PRESCOTT GENERAL PARTNERS LLC$1.97 billion$1.80 billionQ1 2024799.99%3.89%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$35.75 billionQ1 20247645.7%8.67%
SCGE MANAGEMENT, L.P.$8.76 billion$5.28 billionQ1 20241986.44%17.91%
SHAWSPRING PARTNERS LLC$932.34 million$778.67 millionQ1 20248100.01%27.83%
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC$2.28 billion$1.39 billionQ1 20241199.63%9.33%
SQN INVESTORS LP$279.12 million$154.72 millionQ1 20241968.38%-3.08%
SYLEBRA CAPITAL LTD$7.33 billion$1.88 billionQ3 20232083.8%-22.8%
THORNTREE CAPITAL PARTNERS LP$752.30 million$592.78 millionQ1 20242069.15%-2.62%
TIGER GLOBAL MANAGEMENT LLC$55.96 billion$18.30 billionQ1 20244174.72%30.19%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$584.92 millionQ1 20243874.24%-12.85%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$6.73 billionQ1 20243361.91%20.29%
ZEVENBERGEN CAPITAL INVESTMENTS LLC$4.41 billion$4.71 billionQ1 202410446.84%8.44%