×

Subscribe Today

Get our free articles delivered directly to your email!

Continue reading

  • Gurus
  • Growth At A Reasonable Price

Gurus

Filter by:
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$4.29 billionQ2 20262275.84%-15.98%
AKRE CAPITAL MANAGEMENT LLC$14.78 billion$5.12 billionQ2 20262087.59%-16.50%
ALTA FOX CAPITAL MANAGEMENT, LLC$437.91 million$497.19 millionQ2 20261589.27%31.60%
ALTAROCK PARTNERS LP$4.62 billion$4.24 billionQ2 2026899.99%2.75%
ANCIENT ART, L.P.$1.37 billion$489.39 millionQ2 20261688.86%6.71%
ATREIDES MANAGEMENT, LP$4.69 billion$14.34 billionQ2 20264976.99%186.58%
BAMCO INC /NY/$39.11 billion$66.64 billionQ2 202634560.87%101.16%
BERKSHIRE HATHAWAY INC$299.25 billionQ2 20262924.37%13.74%
BRAVE WARRIOR ADVISORS, LLC$5.24 billion$4.59 billionQ2 20264074.44%13.57%
BROAD RUN INVESTMENT MANAGEMENT, LLC$835.73 million$649.75 millionQ2 20262479.16%14.42%
CANTILLON CAPITAL MANAGEMENT LLC$19.90 billion$665.11 millionQ2 20262761.73%-95.58%
CAPITAL RESEARCH GLOBAL INVESTORS$716.87 billionQ2 202642637.04%11.22%
CAPITAL WORLD INVESTORS$846.43 billionQ2 202663729.60%15.48%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$283.86 millionQ2 20267068.51%134.34%
DARSANA CAPITAL PARTNERS LP$8.09 billion$22.27 billionQ2 20261695.38%374.13%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$2.82 billionQ2 20262468.91%9.79%
DORSEY ASSET MANAGEMENT, LLC$1.11 billion$1.56 billionQ2 20261194.48%24.33%
EAGLE CAPITAL MANAGEMENT LLC$29.10 billion$32.75 billionQ2 20265658.66%9.81%
EAST COAST ASSET MANAGEMENT, LLC.$615.69 million$338.60 millionQ2 20266775.10%11.58%
EGERTON CAPITAL (UK) LLP$16.05 billion$10.35 billionQ2 20262376.03%14.88%
ENGLE CAPITAL MANAGEMENT, L.P.$489.39 million$364.10 millionQ2 20262081.34%24.06%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.66 billion$1.18 billionQ3 20242266.52%-8.21%
FUNDSMITH LLP$37.50 billion$13.65 billionQ2 20264152.45%6.40%
GARDNER RUSSO & QUINN LLC$10.06 billion$35.70 billionQ2 20268579.97%320.23%
GENERATION INVESTMENT MANAGEMENT LLP$10.29 billionQ2 20262874.46%-7.79%
GIVERNY CAPITAL INC.$1.76 billion$2.97 billionQ2 20265151.51%8.90%
GLENVIEW CAPITAL MANAGEMENT, LLC$5.60 billion$5.49 billionQ2 20264560.68%37.86%
HERON BAY CAPITAL MANAGEMENT$562.51 million$1.10 billionQ2 20269747.56%1.74%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$36.69 billion$44.38 billionQ2 202678926.06%7.03%
HOUND PARTNERS, LLC$4.27 billion$862.89 millionQ2 20263283.30%7.94%
JS CAPITAL MANAGEMENT LLC$223.18 millionQ2 20261100.00%104.76%
KENSICO CAPITAL MANAGEMENT CORP$3.72 billion$5.83 billionQ2 20262586.12%19.07%
LINDSELL TRAIN LTD$17.74 billion$2.63 billionQ2 20262890.66%-16.20%
LONE PINE CAPITAL LLC$17.47 billion$16.36 billionQ2 20263453.87%30.40%
MAVERICK CAPITAL LTD$8.79 billion$11.32 billionQ2 202617942.80%30.57%
MERITAGE GROUP LP$13.85 billion$10.38 billionQ2 20261295.40%291.71%
MONTANOVA CAPITAL, LLC$4.49 billion$5.47 billionQ2 20269649.12%39.67%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$2.59 billionQ2 202624947.57%11.47%
PALESTRA CAPITAL MANAGEMENT LLC$4.48 billion$2.95 billionQ2 20262172.57%14.98%
PARNASSUS INVESTMENTS, LLC$46.52 billion$37.45 billionQ2 202613539.84%9.66%
PATIENT CAPITAL MANAGEMENT, LLC$1.79 billion$5.49 billionQ2 20264050.72%100.69%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$406.75 millionQ2 20268538.94%2.52%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$11.61 billionQ2 202621958.72%-19.68%
RUANE, CUNNIFF & GOLDFARB L.P.$9.65 billion$6.43 billionQ2 20265466.57%6.62%
RV CAPITAL AG$485.76 million$382.89 millionQ2 20261399.15%0.07%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$107.71 billionQ2 20267147.61%322.62%
SARAZA MANAGEMENT, LP$250.85 millionQ2 20261964.20%5.13%
SELECT EQUITY GROUP, L.P.$46.64 billion$20.22 billionQ2 202615732.53%3.54%
SHAWSPRING PARTNERS LLC$932.34 million$232.08 millionQ2 20261196.96%-13.28%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$47.80 billionQ2 20262589.51%-7.71%
SRS INVESTMENT MANAGEMENT, LLC$12.14 billion$10.81 billionQ2 20263372.57%14.24%
STEADFAST CAPITAL MANAGEMENT LP$7.22 billion$3.26 billionQ2 20268442.73%11.67%
TORRAY INVESTMENT PARTNERS LLC$657.26 million$741.29 millionQ2 20269134.86%8.74%
TRIPLE FROND PARTNERS LLC$4.48 billionQ2 20261392.31%365.46%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$30.93 millionQ3 20254100.00%-10.44%
VALIANT CAPITAL MANAGEMENT, L.P.$2.81 billion$2.48 billionQ2 20262976.23%42.32%
VALLEY FORGE CAPITAL MANAGEMENT, LP$3.61 billion$3.12 billionQ2 20267100.00%-7.68%
VERITAS ASSET MANAGEMENT LLP$24.49 billion$5.56 billionQ2 20262177.27%-5.82%
VIKING GLOBAL INVESTORS LP$64.50 billion$35.08 billionQ2 20269035.67%-1.87%
WCM INVESTMENT MANAGEMENT, LLC$66.61 billion$220.64 billionQ2 202626645.66%403.59%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$12.46 billionQ2 20263559.27%60.89%