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  • Gurus
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Gurus

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Name of Fund AUM 13-F Portfolio Value Last 13-F Filed # Positions Concentration in Top 10 % Change (QoQ)
AKO CAPITAL LLP$7.06 billionQ1 20242754.43%0.46%
AKRE CAPITAL MANAGEMENT LLC$14.78 billion$12.09 billionQ1 20242095%1.71%
ALTAROCK PARTNERS LLC$4.62 billion$4.65 billionQ1 20248100.01%3.8%
ANCIENT ART, L.P.$1.37 billion$494.87 millionQ1 20241690.43%-17.48%
ATREIDES MANAGEMENT, LP$4.69 billion$4.41 billionQ1 20243861.19%44.7%
BAMCO INC /NY/$36.02 billion$37.52 billionQ1 202433241.17%-0.07%
BERKSHIRE HATHAWAY INC$331.68 billionQ1 20244120.41%-5.75%
BRAVE WARRIOR ADVISORS, LLC$5.24 billion$4.78 billionQ1 20242986.42%14.05%
BROAD RUN INVESTMENT MANAGEMENT, LLC$835.73 million$814.07 millionQ1 20242669.15%8.78%
CANTILLON CAPITAL MANAGEMENT LLC$19.90 billion$15.90 billionQ1 20243741.79%6.23%
CAPITAL RESEARCH GLOBAL INVESTORS$441.98 billionQ1 202441032.32%8.74%
CAPITAL WORLD INVESTORS$604.23 billionQ1 202451729.38%7.46%
DARSANA CAPITAL PARTNERS LP$8.09 billion$3.11 billionQ1 20241391.78%11.03%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$3.06 billionQ1 20242672.05%-5.56%
DORSEY ASSET MANAGEMENT, LLC$1.11 billion$860.17 millionQ1 20241099.98%10.57%
EAGLE CAPITAL MANAGEMENT LLC$29.10 billion$25.86 billionQ1 20245357.45%9.8%
EGERTON CAPITAL (UK) LLP$15.42 billion$10.35 billionQ1 20242267.93%12.09%
ENGLE CAPITAL MANAGEMENT, L.P.$489.39 million$358.72 millionQ1 20242856.28%25.66%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.66 billion$1.19 billionQ1 20242264.97%6.1%
FUNDSMITH LLP$35.52 billion$25.55 billionQ1 20244066.07%6.96%
GENERATION INVESTMENT MANAGEMENT LLP$21.91 billionQ1 20244251.07%-0.68%
GLENVIEW CAPITAL MANAGEMENT, LLC$5.60 billion$5.72 billionQ1 20244563.51%22.29%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$36.69 billion$27.23 billionQ1 202469214.37%6.12%
HOUND PARTNERS, LLC$4.27 billion$335.49 millionQ1 20241588.76%4.53%
JS CAPITAL MANAGEMENT LLC$240.28 millionQ1 20241100%-71.25%
KENSICO CAPITAL MANAGEMENT CORP$3.72 billion$3.04 billionQ1 20242472.82%15.11%
LINDSELL TRAIN LTD$22.40 billion$4.76 billionQ1 20243099.02%-7.7%
LONE PINE CAPITAL LLC$17.47 billion$12.67 billionQ1 20242657.27%9.63%
MAVERICK CAPITAL LTD$8.79 billion$5.32 billionQ1 202440544.55%6.86%
MERITAGE GROUP LP$13.85 billion$4.25 billionQ1 20245776.66%-2.25%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$2.99 billionQ1 202424142.16%122.98%
PALESTRA CAPITAL MANAGEMENT LLC$3.85 billion$2.68 billionQ1 20243647.93%33.32%
PARNASSUS INVESTMENTS, LLC$46.52 billion$46.79 billionQ1 202413636.31%3.9%
PLATINUM INVESTMENT MANAGEMENT LTD$11.05 billion$2.48 billionQ1 202413964.84%0.72%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$43.32 billionQ1 202410463.97%4.4%
RUANE, CUNNIFF & GOLDFARB L.P.$9.65 billion$6.44 billionQ1 20243477.69%2.95%
RV CAPITAL AG$485.76 million$374.45 millionQ1 20246100.01%8.31%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$35.75 billionQ1 20247645.7%8.67%
SELECT EQUITY GROUP, L.P.$46.64 billion$28.28 billionQ1 202415739.99%0.65%
SHAWSPRING PARTNERS LLC$932.34 million$778.67 millionQ1 20248100.01%27.83%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$6.62 billionQ1 20242485.07%-18.13%
SRS INVESTMENT MANAGEMENT, LLC$12.14 billion$7.24 billionQ1 20242291.81%-12.35%
STEADFAST CAPITAL MANAGEMENT LP$7.22 billion$4.44 billionQ1 20245745.54%9.38%
SUVRETTA CAPITAL MANAGEMENT, LLC$4.49 billion$2.69 billionQ1 202410144.28%21.74%
TCI FUND MANAGEMENT LTD$39.66 billionQ1 202410100%10.26%
THUNDERBIRD PARTNERS LLP$389.73 millionQ1 20241199.06%-15.94%
TRIPLE FROND PARTNERS LLC$878.56 millionQ1 20241197.91%4.51%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$584.92 millionQ1 20243874.24%-12.85%
VALIANT CAPITAL MANAGEMENT, L.P.$2.81 billion$1.58 billionQ1 20243269.54%-22.71%
VERITAS ASSET MANAGEMENT LLP$24.49 billion$13.79 billionQ1 20243374.49%-0.76%
VIKING GLOBAL INVESTORS LP$64.50 billion$26.86 billionQ1 20248340.94%-1.62%
WCM INVESTMENT MANAGEMENT, LLC$66.61 billion$42.07 billionQ1 202424742.44%16.34%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$6.73 billionQ1 20243361.91%20.29%

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