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  • Gurus
  • Growth At A Reasonable Price

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)
AKO CAPITAL LLP$7.92 billionQ2 20252568.35%2.81%
AKRE CAPITAL MANAGEMENT LLC$14.78 billion$10.21 billionQ2 20251995.24%-1.82%
ALTA FOX CAPITAL MANAGEMENT, LLC$437.91 million$367.90 millionQ2 20251986.39%45.80%
ALTAROCK PARTNERS LP$4.62 billion$5.48 billionQ2 20259100.00%10.13%
ANCIENT ART, L.P.$1.37 billion$309.64 millionQ2 20251597.78%-8.14%
ATREIDES MANAGEMENT, LP$4.69 billion$3.60 billionQ2 20254847.09%9.40%
BAMCO INC /NY/$39.11 billion$36.89 billionQ2 202530641.64%8.35%
BERKSHIRE HATHAWAY INC$257.52 billionQ2 20254118.69%-0.88%
BRAVE WARRIOR ADVISORS, LLC$5.24 billion$4.36 billionQ2 20253577.17%-0.09%
BROAD RUN INVESTMENT MANAGEMENT, LLC$835.73 million$652.81 millionQ2 20252474.53%8.98%
CANTILLON CAPITAL MANAGEMENT LLC$19.90 billion$17.30 billionQ2 20253842.41%12.01%
CAPITAL RESEARCH GLOBAL INVESTORS$499.46 billionQ2 202543136.25%8.60%
CAPITAL WORLD INVESTORS$687.95 billionQ2 202558030.95%11.46%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$106.98 millionQ2 20255060.13%-1.48%
DARSANA CAPITAL PARTNERS LP$8.09 billion$3.50 billionQ2 20251486.23%1.78%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$3.75 billionQ2 20252660.92%14.66%
DORSEY ASSET MANAGEMENT, LLC$1.11 billion$1.12 billionQ2 20251099.99%18.18%
EAGLE CAPITAL MANAGEMENT LLC$29.10 billion$30.34 billionQ2 20255554.99%10.68%
EAST COAST ASSET MANAGEMENT, LLC.$615.69 million$301.41 millionQ2 20256970.18%6.75%
EGERTON CAPITAL (UK) LLP$16.05 billion$9.75 billionQ2 20252559.78%12.47%
ENGLE CAPITAL MANAGEMENT, L.P.$489.39 million$331.63 millionQ2 20252562.13%19.85%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.66 billion$1.18 billionQ3 20242266.52%-8.21%
FUNDSMITH LLP$37.50 billion$23.02 billionQ2 20253970.99%4.74%
GARDNER RUSSO & QUINN LLC$10.06 billion$9.41 billionQ2 20258580.64%5.48%
GENERATION INVESTMENT MANAGEMENT LLP$15.73 billionQ2 20253763.05%-4.99%
GIVERNY CAPITAL INC.$1.76 billion$2.92 billionQ2 20255556.02%7.49%
GLENVIEW CAPITAL MANAGEMENT, LLC$5.60 billion$3.57 billionQ2 20254368.29%-12.24%
HERON BAY CAPITAL MANAGEMENT$562.51 million$508.25 millionQ2 202511447.68%6.83%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$36.69 billion$40.98 billionQ2 202573926.46%19.55%
HOUND PARTNERS, LLC$4.27 billion$739.89 millionQ2 20252876.05%46.73%
JS CAPITAL MANAGEMENT LLC$109.00 millionQ2 20251100.00%-34.13%
KENSICO CAPITAL MANAGEMENT CORP$3.72 billion$5.20 billionQ2 20252181.00%17.19%
LINDSELL TRAIN LTD$17.74 billion$4.24 billionQ2 20252994.43%17.41%
LONE PINE CAPITAL LLC$17.47 billion$14.05 billionQ2 20252460.80%21.36%
MAKAIRA PARTNERS LLC$860.48 million$328.74 millionQ2 20251397.50%10.23%
MAVERICK CAPITAL LTD$8.79 billion$6.66 billionQ2 202525147.38%17.72%
MERITAGE GROUP LP$13.85 billion$3.65 billionQ2 20251391.32%0.34%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$2.17 billionQ2 202523043.92%21.51%
PALESTRA CAPITAL MANAGEMENT LLC$4.48 billion$3.44 billionQ2 20253153.49%35.43%
PARNASSUS INVESTMENTS, LLC$46.52 billion$43.35 billionQ2 202514838.57%4.17%
PATIENT CAPITAL MANAGEMENT, LLC$1.79 billion$2.22 billionQ2 20254047.70%13.94%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$1.50 billionQ2 202511551.88%-12.87%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$32.59 billionQ2 202524058.79%2.33%
RUANE, CUNNIFF & GOLDFARB L.P.$9.65 billion$5.83 billionQ2 20254373.10%5.94%
RV CAPITAL AG$485.76 million$540.21 millionQ2 20251298.99%19.25%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$34.83 billionQ2 20256649.06%18.49%
SELECT EQUITY GROUP, L.P.$46.64 billion$23.86 billionQ2 202515233.98%2.97%
SHAWSPRING PARTNERS LLC$932.34 million$792.38 millionQ2 202510100.00%8.88%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$10.25 billionQ2 20252970.60%44.69%
SRS INVESTMENT MANAGEMENT, LLC$12.14 billion$9.65 billionQ2 20252687.82%29.44%
STEADFAST CAPITAL MANAGEMENT LP$7.22 billion$5.60 billionQ2 20257635.72%48.77%
SUVRETTA CAPITAL MANAGEMENT, LLC$4.49 billion$3.32 billionQ2 20259845.54%23.09%
TORRAY INVESTMENT PARTNERS LLC$657.26 million$688.84 millionQ2 20259933.93%2.62%
TRIPLE FROND PARTNERS LLC$884.60 millionQ2 202510100.00%19.55%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$34.54 millionQ2 20256100.00%46.63%
VALIANT CAPITAL MANAGEMENT, L.P.$2.81 billion$1.83 billionQ2 20253457.40%33.56%
VALLEY FORGE CAPITAL MANAGEMENT, LP$3.61 billion$4.53 billionQ2 2025999.99%3.15%
VERITAS ASSET MANAGEMENT LLP$24.49 billion$10.00 billionQ2 20253478.86%0.96%
VIKING GLOBAL INVESTORS LP$64.50 billion$34.59 billionQ2 20258331.12%9.89%
WCM INVESTMENT MANAGEMENT, LLC$66.61 billion$43.81 billionQ2 202521947.06%12.62%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$7.21 billionQ2 20254257.64%25.08%