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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$7.03 billionQ3 20252368.52%-11.23%
AKRE CAPITAL MANAGEMENT LLC$14.78 billion$10.03 billionQ3 20251993.44%-1.76%
ALTA FOX CAPITAL MANAGEMENT, LLC$437.91 million$448.51 millionQ3 20251984.19%21.91%
ALTAROCK PARTNERS LP$4.62 billion$5.47 billionQ3 2025999.99%-0.15%
ANCIENT ART, L.P.$1.37 billion$416.08 millionQ3 20251296.57%34.37%
ATREIDES MANAGEMENT, LP$4.69 billion$5.13 billionQ3 20255856.09%42.49%
BAMCO INC /NY/$39.11 billion$37.71 billionQ3 202533042.44%2.24%
BERKSHIRE HATHAWAY INC$267.33 billionQ3 20254117.56%3.81%
BRAVE WARRIOR ADVISORS, LLC$5.24 billion$4.31 billionQ3 20253376.83%-1.25%
BROAD RUN INVESTMENT MANAGEMENT, LLC$835.73 million$610.93 millionQ3 20252477.81%-6.42%
CANTILLON CAPITAL MANAGEMENT LLC$19.90 billion$18.16 billionQ3 20253843.27%5.00%
CAPITAL RESEARCH GLOBAL INVESTORS$532.97 billionQ3 202543337.93%6.71%
CAPITAL WORLD INVESTORS$732.04 billionQ3 202556830.06%6.41%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$108.93 millionQ3 20257360.91%1.83%
DARSANA CAPITAL PARTNERS LP$8.09 billion$4.25 billionQ3 20251487.06%21.23%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$3.75 billionQ3 20252461.97%-0.11%
DORSEY ASSET MANAGEMENT, LLC$1.11 billion$1.11 billionQ3 20259100.00%-0.23%
EAGLE CAPITAL MANAGEMENT LLC$29.10 billion$31.43 billionQ3 20255555.71%3.58%
EAST COAST ASSET MANAGEMENT, LLC.$615.69 million$319.18 millionQ3 20256873.96%5.90%
EGERTON CAPITAL (UK) LLP$16.05 billion$9.48 billionQ3 20252465.81%-2.72%
ENGLE CAPITAL MANAGEMENT, L.P.$489.39 million$283.51 millionQ3 20252363.35%-14.51%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.66 billion$1.18 billionQ3 20242266.52%-8.21%
FUNDSMITH LLP$37.50 billion$19.80 billionQ3 20253567.74%-14.00%
GARDNER RUSSO & QUINN LLC$10.06 billion$9.33 billionQ3 20258580.29%-0.86%
GENERATION INVESTMENT MANAGEMENT LLP$15.10 billionQ3 20253368.30%-4.04%
GIVERNY CAPITAL INC.$1.76 billion$3.14 billionQ3 20255256.43%7.53%
GIVERNY CAPITAL INC.$1.76 billion$2.95 billionQ3 20255257.65%1.21%
GLENVIEW CAPITAL MANAGEMENT, LLC$5.60 billion$4.49 billionQ3 20255465.13%25.85%
HERON BAY CAPITAL MANAGEMENT$562.51 million$535.80 millionQ3 202510948.18%5.42%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$36.69 billion$43.89 billionQ3 202573230.11%7.10%
HOUND PARTNERS, LLC$4.27 billion$778.60 millionQ3 20253076.43%5.23%
JS CAPITAL MANAGEMENT LLC$171.58 millionQ3 20251100.00%57.42%
KENSICO CAPITAL MANAGEMENT CORP$3.72 billion$6.49 billionQ3 20252384.51%24.83%
LINDSELL TRAIN LTD$17.74 billion$4.08 billionQ3 20252894.75%-3.93%
LONE PINE CAPITAL LLC$17.47 billion$13.74 billionQ3 20252555.66%-2.20%
MAKAIRA PARTNERS LLC$860.48 million$194.73 millionQ3 20251299.48%-40.77%
MAVERICK CAPITAL LTD$8.79 billion$7.48 billionQ3 202520342.68%12.35%
MERITAGE GROUP LP$13.85 billion$3.50 billionQ3 20251198.77%-4.06%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$2.42 billionQ3 202523845.35%11.70%
PALESTRA CAPITAL MANAGEMENT LLC$4.48 billion$3.10 billionQ3 20252851.46%-9.72%
PARNASSUS INVESTMENTS, LLC$46.52 billion$43.27 billionQ3 202514737.99%-0.21%
PATIENT CAPITAL MANAGEMENT, LLC$1.79 billion$2.50 billionQ3 20254147.95%12.75%
PLATINUM INVESTMENT MANAGEMENT LTD$8.45 billion$1.55 billionQ3 202512051.71%2.89%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$30.80 billionQ3 202523256.45%-5.47%
RUANE, CUNNIFF & GOLDFARB L.P.$9.65 billion$6.04 billionQ3 20254775.48%3.48%
RV CAPITAL AG$485.76 million$546.24 millionQ3 20251398.63%1.12%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$36.25 billionQ3 20256447.21%4.07%
SARAZA MANAGEMENT, LP$280.70 millionQ3 20251477.74%-32.20%
SELECT EQUITY GROUP, L.P.$46.64 billion$24.27 billionQ3 202516633.22%1.72%
SHAWSPRING PARTNERS LLC$932.34 million$672.60 millionQ3 20251196.63%-15.12%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$13.26 billionQ3 20253071.24%29.35%
SRS INVESTMENT MANAGEMENT, LLC$12.14 billion$9.18 billionQ3 20252888.00%-4.86%
STEADFAST CAPITAL MANAGEMENT LP$7.22 billion$5.73 billionQ3 202510942.08%2.30%
SUVRETTA CAPITAL MANAGEMENT, LLC$4.49 billion$3.91 billionQ3 20259341.56%17.77%
TORRAY INVESTMENT PARTNERS LLC$657.26 million$737.02 millionQ3 20259933.10%7.00%
TRIPLE FROND PARTNERS LLC$917.97 millionQ3 20251196.37%3.77%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$30.93 millionQ3 20254100.00%-10.44%
VALIANT CAPITAL MANAGEMENT, L.P.$2.81 billion$1.45 billionQ3 20253260.61%-20.45%
VALLEY FORGE CAPITAL MANAGEMENT, LP$3.61 billion$4.16 billionQ3 20259100.00%-8.18%
VERITAS ASSET MANAGEMENT LLP$24.49 billion$9.36 billionQ3 20253078.56%-6.36%
VIKING GLOBAL INVESTORS LP$64.50 billion$38.50 billionQ3 20257833.59%11.32%
WCM INVESTMENT MANAGEMENT, LLC$66.61 billion$48.06 billionQ3 202522848.65%9.70%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$8.49 billionQ3 20253656.88%17.80%

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