• Gurus
  • Growth At A Reasonable Price

Gurus

Filter by:
Name of Fund AUM 13-F Portfolio Value Last 13-F Filed # Positions Concentration in Top 10 % Change (QoQ)
AKO CAPITAL LLP$7.03 billionQ4 20232955.62%14.62%
AKRE CAPITAL MANAGEMENT LLC$13.71 billion$11.88 billionQ4 20231895.78%3.21%
ALTAROCK PARTNERS LLC$3.28 billion$4.48 billionQ4 20238100%12.29%
ANCIENT ART, L.P.$1.16 billion$599.73 millionQ4 20231782.19%28.76%
ATREIDES MANAGEMENT, LP$3.87 billion$3.04 billionQ4 20233658.35%-0.48%
BAMCO INC /NY/$36.02 billion$37.55 billionQ4 202333042.72%9.1%
BERKSHIRE HATHAWAY INC$347.36 billionQ4 20234117.25%10.89%
BRAVE WARRIOR ADVISORS, LLC$3.93 billion$4.19 billionQ4 20233091.94%4.64%
BROAD RUN INVESTMENT MANAGEMENT, LLC$914.85 million$748.36 millionQ4 20232671.71%-1.11%
CANTILLON CAPITAL MANAGEMENT LLC$15.04 billion$14.97 billionQ4 20233742.34%11.02%
CAPITAL RESEARCH GLOBAL INVESTORS$406.47 billionQ4 202340829.77%11.93%
CAPITAL WORLD INVESTORS$562.26 billionQ4 202350728.74%11.38%
DARSANA CAPITAL PARTNERS LP$6.73 billion$2.80 billionQ4 20231198.33%37.42%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$3.24 billionQ4 20232372.27%10.79%
DORSEY ASSET MANAGEMENT, LLC$1.00 billion$777.95 millionQ4 20239100.01%1.58%
EAGLE CAPITAL MANAGEMENT LLC$23.93 billion$23.55 billionQ4 20234959.48%9.1%
EGERTON CAPITAL (UK) LLP$15.42 billion$9.23 billionQ4 20232269.76%7.15%
ENGLE CAPITAL MANAGEMENT, L.P.$541.24 million$285.46 millionQ4 20232760.04%3.54%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.41 billion$1.12 billionQ4 20232367.66%16.05%
FUNDSMITH LLP$35.52 billion$23.89 billionQ4 20234065.27%8.54%
GENERATION INVESTMENT MANAGEMENT LLP$22.06 billionQ4 20234451.47%16.08%
GLENVIEW CAPITAL MANAGEMENT, LLC$6.18 billion$4.68 billionQ4 20234466.49%5.9%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$26.49 billion$25.66 billionQ4 202368015.34%12.35%
HOUND PARTNERS, LLC$2.92 billion$320.94 millionQ4 20231296.84%-28.86%
JS CAPITAL MANAGEMENT LLC$835.83 millionQ4 20232568.14%13.98%
KENSICO CAPITAL MANAGEMENT CORP$3.49 billion$2.64 billionQ4 20232275.49%11.9%
LINDSELL TRAIN LTD$22.40 billion$5.16 billionQ4 20233099.1%3.48%
LONE PINE CAPITAL LLC$17.08 billion$11.56 billionQ4 20232556.22%11.44%
MAVERICK CAPITAL LTD$7.43 billion$4.98 billionQ4 202334847.6%12.46%
MERITAGE GROUP LP$13.03 billion$4.34 billionQ4 20235571.79%3.12%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$1.34 billionQ4 202321936.3%7.75%
PALESTRA CAPITAL MANAGEMENT LLC$4.10 billion$2.01 billionQ4 20232458.61%6.29%
PARNASSUS INVESTMENTS, LLC$40.90 billion$45.03 billionQ4 202313034.79%10.14%
PLATINUM INVESTMENT MANAGEMENT LTD$11.05 billion$2.46 billionQ4 202314259.51%-3.98%
POLEN CAPITAL MANAGEMENT LLC$36.05 billion$41.49 billionQ4 202310763.95%9.1%
RUANE, CUNNIFF & GOLDFARB L.P.$8.82 billion$6.26 billionQ4 20233377.38%3.86%
RV CAPITAL AG$345.65 million$345.72 millionQ4 20238100%5.49%
SANDS CAPITAL MANAGEMENT, LLC$38.91 billion$32.90 billionQ4 20237444.81%11.98%
SELECT EQUITY GROUP, L.P.$45.14 billion$28.10 billionQ4 202316037.78%15.12%
SHAWSPRING PARTNERS LLC$977.93 million$609.16 millionQ4 2023699.99%1.98%
SOROBAN CAPITAL PARTNERS LP$11.38 billion$8.08 billionQ4 20232982.09%19.52%
SRS INVESTMENT MANAGEMENT, LLC$10.93 billion$8.26 billionQ4 20232293.89%19.19%
STEADFAST CAPITAL MANAGEMENT LP$8.77 billion$4.05 billionQ4 20234842.23%8.86%
SUVRETTA CAPITAL MANAGEMENT, LLC$5.16 billion$2.21 billionQ4 20238847.07%19.52%
TCI FUND MANAGEMENT LTD$35.97 billionQ4 20231199.92%30.48%
THUNDERBIRD PARTNERS LLP$463.61 millionQ4 20231199.28%16.18%
TRIPLE FROND PARTNERS LLC$840.65 millionQ4 202310100%6.64%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$671.16 millionQ4 20233568.31%-6.22%
VALIANT CAPITAL MANAGEMENT, L.P.$2.39 billion$2.04 billionQ4 20232580.24%96.72%
VERITAS ASSET MANAGEMENT LLP$23.49 billion$13.89 billionQ4 20233370.41%4.57%
VIKING GLOBAL INVESTORS LP$52.15 billion$27.30 billionQ4 20237940.16%10.79%
WCM INVESTMENT MANAGEMENT, LLC$60.54 billion$36.16 billionQ4 202325047.23%6.17%
WHALE ROCK CAPITAL MANAGEMENT LLC$7.96 billion$5.59 billionQ4 20233852.86%12.96%