×

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$5.11 billionQ1 20262766.19%-22.23%
AKRE CAPITAL MANAGEMENT LLC$14.78 billion$6.13 billionQ1 20262087.43%-32.74%
ALTA FOX CAPITAL MANAGEMENT, LLC$437.91 million$377.80 millionQ1 20269100.00%-18.72%
ALTAROCK PARTNERS LP$4.62 billion$4.13 billionQ1 2026899.99%-19.09%
ANCIENT ART, L.P.$1.37 billion$458.61 millionQ1 20261690.39%3.74%
ATREIDES MANAGEMENT, LP$4.69 billion$5.00 billionQ1 20265457.62%-38.87%
BAMCO INC /NY/$39.11 billion$33.13 billionQ1 202632641.48%-10.25%
BERKSHIRE HATHAWAY INC$263.10 billionQ1 20262925.33%-4.04%
BRAVE WARRIOR ADVISORS, LLC$5.24 billion$4.04 billionQ1 20263675.33%-5.36%
BROAD RUN INVESTMENT MANAGEMENT, LLC$835.73 million$567.86 millionQ1 20262476.95%5.46%
CANTILLON CAPITAL MANAGEMENT LLC$19.90 billion$15.05 billionQ1 20263845.69%-18.62%
CAPITAL RESEARCH GLOBAL INVESTORS$644.56 billionQ1 202645935.32%18.98%
CAPITAL WORLD INVESTORS$732.94 billionQ1 202662027.73%-0.32%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$121.13 millionQ1 20266658.63%-28.85%
DARSANA CAPITAL PARTNERS LP$8.09 billion$4.70 billionQ1 20261485.79%-6.39%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$2.57 billionQ1 20262763.18%-10.58%
DORSEY ASSET MANAGEMENT, LLC$1.11 billion$1.26 billionQ1 20261194.49%9.17%
EAGLE CAPITAL MANAGEMENT LLC$29.10 billion$29.82 billionQ1 20266054.09%-7.13%
EAST COAST ASSET MANAGEMENT, LLC.$615.69 million$303.45 millionQ1 20266872.25%-10.76%
EGERTON CAPITAL (UK) LLP$16.05 billion$9.01 billionQ1 20262468.67%-2.07%
ENGLE CAPITAL MANAGEMENT, L.P.$489.39 million$293.49 millionQ1 20262273.54%13.25%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.66 billion$1.18 billionQ3 20242266.52%-8.21%
FUNDSMITH LLP$37.50 billion$12.83 billionQ1 20263468.84%-25.05%
GARDNER RUSSO & QUINN LLC$10.06 billion$8.50 billionQ1 20268680.29%-8.28%
GENERATION INVESTMENT MANAGEMENT LLP$11.16 billionQ1 20262972.73%-22.60%
GIVERNY CAPITAL INC.$1.76 billion$2.73 billionQ1 20265153.38%-8.89%
GLENVIEW CAPITAL MANAGEMENT, LLC$5.60 billion$3.98 billionQ1 20264460.92%-18.94%
HERON BAY CAPITAL MANAGEMENT$562.51 million$1.08 billionQ1 20267849.50%106.88%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$36.69 billion$41.46 billionQ1 202679724.51%-12.94%
HOUND PARTNERS, LLC$4.27 billion$799.42 millionQ1 20263578.97%7.56%
JS CAPITAL MANAGEMENT LLC$109.00 millionQ1 20261100.00%-34.01%
KENSICO CAPITAL MANAGEMENT CORP$3.72 billion$4.90 billionQ1 20262088.51%-16.78%
LINDSELL TRAIN LTD$17.74 billion$2.63 billionQ2 20262890.66%-16.20%
LONE PINE CAPITAL LLC$17.47 billion$12.54 billionQ1 20263651.59%-7.84%
MAVERICK CAPITAL LTD$8.79 billion$8.67 billionQ1 202624139.97%-6.93%
MERITAGE GROUP LP$13.85 billion$2.65 billionQ1 20261394.28%-17.59%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$2.33 billionQ1 202623743.83%-9.34%
PALESTRA CAPITAL MANAGEMENT LLC$4.48 billion$2.57 billionQ1 20262369.49%-9.32%
PARNASSUS INVESTMENTS, LLC$46.52 billion$34.15 billionQ1 202613537.26%-11.45%
PATIENT CAPITAL MANAGEMENT, LLC$1.79 billion$2.74 billionQ1 20264048.68%5.57%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$396.75 millionQ1 20268937.50%-8.30%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$14.46 billionQ1 202622156.33%-38.28%
RUANE, CUNNIFF & GOLDFARB L.P.$9.65 billion$6.03 billionQ1 20265067.04%-5.84%
RV CAPITAL AG$485.76 million$382.63 millionQ1 20261399.06%-10.92%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$25.49 billionQ1 20266752.38%-22.47%
SARAZA MANAGEMENT, LP$238.61 millionQ1 20262066.55%-7.87%
SELECT EQUITY GROUP, L.P.$46.64 billion$19.53 billionQ1 202617934.84%-15.80%
SHAWSPRING PARTNERS LLC$932.34 million$267.61 millionQ1 20261294.24%-49.61%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$51.80 billionQ1 20263088.24%261.41%
SRS INVESTMENT MANAGEMENT, LLC$12.14 billion$9.47 billionQ1 20262976.66%-0.34%
STEADFAST CAPITAL MANAGEMENT LP$7.22 billion$2.92 billionQ1 20266948.99%-49.82%
SUVRETTA CAPITAL MANAGEMENT, LLC$4.49 billion$3.92 billionQ1 20268942.44%-19.80%
TORRAY INVESTMENT PARTNERS LLC$657.26 million$681.69 millionQ1 20268838.29%-2.39%
TRIPLE FROND PARTNERS LLC$962.90 millionQ1 20261293.18%0.07%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$30.93 millionQ3 20254100.00%-10.44%
VALIANT CAPITAL MANAGEMENT, L.P.$2.81 billion$1.74 billionQ1 20263467.17%-1.53%
VALLEY FORGE CAPITAL MANAGEMENT, LP$3.61 billion$3.38 billionQ1 2026799.99%-23.48%
VERITAS ASSET MANAGEMENT LLP$24.49 billion$5.90 billionQ1 20262178.40%-39.60%
VIKING GLOBAL INVESTORS LP$64.50 billion$35.75 billionQ1 20267734.91%-5.12%
WCM INVESTMENT MANAGEMENT, LLC$66.61 billion$43.81 billionQ1 202626342.35%-9.79%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$7.74 billionQ1 20263551.39%-1.00%