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Gurus

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Denotes Emerging Manager
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$592.38 millionQ1 20262086.75%-29.45%
ABDIEL CAPITAL ADVISORS, LP$3.31 billion$52.05 millionQ1 20265100.00%-26.66%
ALTIMETER CAPITAL MANAGEMENT, LP$10.71 billion$5.70 billionQ1 20261398.55%-14.45%
ARK INVESTMENT MANAGEMENT LLC$15.18 billion$12.86 billionQ1 202618240.11%-14.65%
ASHFORD CAPITAL MANAGEMENT INC$791.75 million$809.20 millionQ1 20269939.84%-9.85%
BARES CAPITAL MANAGEMENT, INC.$2.72 billion$1.08 billionQ3 20252496.37%5.23%
CAS INVESTMENT PARTNERS, LLC$951.08 million$1.75 billionQ1 20265100.01%-25.20%
CAT ROCK CAPITAL MANAGEMENT LP$1.58 billion$643.62 millionQ1 20261488.92%-7.71%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
COATUE MANAGEMENT LLC$58.58 billion$29.06 billionQ1 20266259.05%-27.29%
DRAGONEER INVESTMENT GROUP, LLC$22.66 billion$3.00 billionQ1 20261794.27%-34.54%
DRIEHAUS CAPITAL MANAGEMENT LLC$15.17 billion$13.60 billionQ1 202635516.77%-7.59%
GABELLI FUNDS LLC$21.01 billion$14.81 billionQ1 2026126412.43%0.23%
GLADSTONE CAPITAL MANAGEMENT LLP$1.79 billion$995.94 millionQ1 20263289.85%2.75%
GLYNN CAPITAL MANAGEMENT LLC$1.69 billion$209.23 millionQ1 20264267.16%-28.13%
GREENLEA LANE CAPITAL MANAGEMENT, LLC$366.10 million$344.29 millionQ1 20269100.01%0.48%
HUDSON BAY CAPITAL MANAGEMENT LP$28.98 billionQ1 2026137827.33%-4.48%
ICONIQ CAPITAL, LLC$84.19 billion$4.46 billionQ1 20268282.20%-32.56%
JERICHO CAPITAL ASSET MANAGEMENT L.P.$3.97 billion$6.76 billionQ1 20262369.98%-22.93%
JS CAPITAL MANAGEMENT LLC$109.00 millionQ1 20261100.00%-34.01%
KORA MANAGEMENT LP$1.20 billion$701.53 millionQ1 20269100.01%-6.55%
LIGHT STREET CAPITAL MANAGEMENT, LLC$821.20 million$534.23 millionQ1 20262474.43%-17.79%
LONE PINE CAPITAL LLC$17.47 billion$12.54 billionQ1 20263651.59%-7.84%
LVS ADVISORY Below $25 million5
MATRIX CAPITAL MANAGEMENT COMPANY, LP$12.09 billion$46.31 millionQ1 20261100.00%-19.62%
MAVERICK CAPITAL LTD$8.79 billion$8.67 billionQ1 202624139.97%-6.93%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$14.46 billionQ1 202622156.33%-38.28%
PRESCOTT GENERAL PARTNERS LLC$1.97 billion$1.37 billionQ1 202610100.00%-2.55%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$25.49 billionQ1 20266752.38%-22.47%
SCGE MANAGEMENT, L.P.$8.76 billion$3.30 billionQ1 20262179.27%-24.83%
SHAWSPRING PARTNERS LLC$932.34 million$267.61 millionQ1 20261294.24%-49.61%
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC$2.28 billion$2.80 billionQ1 20261199.44%-18.77%
SQN INVESTORS LP$279.12 million$12.75 millionQ3 20251100.00%0.00%
SYLEBRA CAPITAL LTD$7.33 billion$1.88 billionQ3 20232083.80%-22.80%
THORNTREE CAPITAL PARTNERS LP$752.30 million$563.53 millionQ1 20261678.18%-5.75%
TIGER GLOBAL MANAGEMENT LLC$55.96 billion$22.85 billionQ1 20265469.50%-23.12%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$30.93 millionQ3 20254100.00%-10.44%
WEDGEWOOD PARTNERS INC$464.56 million$484.29 millionQ1 20262263.75%-9.56%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$7.74 billionQ1 20263551.39%-1.00%
ZEVENBERGEN CAPITAL INVESTMENTS LLC$4.41 billion$4.38 billionQ2 202610938.41%25.89%