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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$7.24 billionQ4 20242759.64%-5.69%
AKRE CAPITAL MANAGEMENT LLC$14.78 billion$11.56 billionQ4 20241894.88%-3.80%
ALTA FOX CAPITAL MANAGEMENT, LLC$280.74 millionQ4 20241396.29%43.55%
ALTAROCK PARTNERS LP$4.62 billion$4.94 billionQ4 202410100.00%-2.63%
ANCIENT ART, L.P.$1.37 billion$469.97 millionQ4 20241493.68%8.81%
ATREIDES MANAGEMENT, LP$4.69 billion$4.57 billionQ4 20244563.44%16.28%
BAMCO INC /NY/$36.02 billion$38.69 billionQ4 202431644.31%2.62%
BERKSHIRE HATHAWAY INC$267.18 billionQ4 20243823.97%0.30%
BRAVE WARRIOR ADVISORS, LLC$5.24 billion$4.02 billionQ4 20243085.54%-16.61%
BROAD RUN INVESTMENT MANAGEMENT, LLC$835.73 million$736.04 millionQ4 20242471.35%-11.15%
CANTILLON CAPITAL MANAGEMENT LLC$19.90 billion$16.55 billionQ4 20243643.62%1.19%
CAPITAL RESEARCH GLOBAL INVESTORS$486.38 billionQ4 202443832.90%1.09%
CAPITAL WORLD INVESTORS$658.71 billionQ4 202454330.38%2.12%
CEDAR RIVER CAPITAL LLC Between $25 to $100 million
CONNECTIVE CAPITAL MANAGEMENT, LLC $102.95 million$85.85 millionQ4 20246864.39%-22.19%
DARSANA CAPITAL PARTNERS LP$8.09 billion$3.29 billionQ4 20241490.45%-19.10%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$4.23 billionQ4 20242663.11%31.18%
DORSEY ASSET MANAGEMENT, LLC$1.11 billion$970.04 millionQ4 20241197.23%4.57%
EAGLE CAPITAL MANAGEMENT LLC$29.10 billion$27.43 billionQ4 20245057.67%1.88%
EGERTON CAPITAL (UK) LLP$15.42 billion$8.65 billionQ4 20243058.52%-12.73%
ENGLE CAPITAL MANAGEMENT, L.P.$489.39 million$334.22 millionQ4 20242467.34%-1.72%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.66 billion$1.18 billionQ3 20242266.52%-8.21%
FUNDSMITH LLP$35.52 billion$23.46 billionQ4 20243869.99%-7.20%
GARDNER RUSSO & QUINN LLC$8.85 billionQ4 20246880.32%-9.19%
GENERATION INVESTMENT MANAGEMENT LLP$19.17 billionQ4 20243858.00%-10.45%
GIVERNY CAPITAL INC.$2.74 billionQ4 20246255.00%4.02%
GLENVIEW CAPITAL MANAGEMENT, LLC$5.60 billion$3.96 billionQ4 20243665.21%-23.48%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$36.69 billion$31.23 billionQ4 202474121.19%26.11%
HOUND PARTNERS, LLC$4.27 billion$260.48 millionQ4 20241977.25%-34.80%
JS CAPITAL MANAGEMENT LLC$210.05 millionQ4 20241100.00%5.36%
KENSICO CAPITAL MANAGEMENT CORP$3.72 billion$4.38 billionQ4 20242377.26%16.30%
LINDSELL TRAIN LTD$22.40 billion$4.00 billionQ4 20242895.13%-9.71%
LONE PINE CAPITAL LLC$17.47 billion$13.47 billionQ4 20243055.94%0.45%
MAKAIRA PARTNERS LLC$641.08 millionQ4 20241297.89%-17.57%
MAVERICK CAPITAL LTD$8.79 billion$5.56 billionQ4 202422541.46%8.36%
MERITAGE GROUP LP$13.85 billion$4.19 billionQ4 20242068.59%-1.98%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.24 billion$1.92 billionQ4 202422642.26%13.39%
PALESTRA CAPITAL MANAGEMENT LLC$3.85 billion$3.65 billionQ4 20243649.50%20.36%
PARNASSUS INVESTMENTS, LLC$46.52 billion$45.02 billionQ4 202412637.31%-4.50%
PATIENT CAPITAL MANAGEMENT, LLC$2.17 billionQ4 20244345.35%6.41%
PLATINUM INVESTMENT MANAGEMENT LTD$11.05 billion$1.70 billionQ4 202411566.14%-22.93%
POLEN CAPITAL MANAGEMENT LLC$43.24 billion$37.01 billionQ4 202412457.93%-4.46%
RUANE, CUNNIFF & GOLDFARB L.P.$9.65 billion$5.89 billionQ4 20243975.58%-7.86%
RV CAPITAL AG$485.76 million$466.59 millionQ4 20241199.53%-3.77%
SANDS CAPITAL MANAGEMENT, LLC$45.00 billion$33.80 billionQ4 20247147.49%2.57%
SELECT EQUITY GROUP, L.P.$46.64 billion$25.18 billionQ4 202415035.15%-9.59%
SHAWSPRING PARTNERS LLC$932.34 million$754.92 millionQ4 20241196.04%-4.63%
SOROBAN CAPITAL PARTNERS LP$11.43 billion$7.47 billionQ4 20242479.25%3.37%
SRS INVESTMENT MANAGEMENT, LLC$12.14 billion$7.04 billionQ4 20242092.12%4.80%
STEADFAST CAPITAL MANAGEMENT LP$7.22 billion$4.92 billionQ4 20245839.98%9.22%
SUVRETTA CAPITAL MANAGEMENT, LLC$4.49 billion$2.93 billionQ4 20249643.93%-6.12%
THUNDERBIRD PARTNERS LLP$61.83 millionQ4 20243100.00%5.66%
TORRAY INVESTMENT PARTNERS LLC$697.22 millionQ4 202410129.82%-2.43%
TRIPLE FROND PARTNERS LLC$772.47 millionQ4 2024999.99%-0.05%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$398.38 millionQ4 20243370.44%11.68%
VALIANT CAPITAL MANAGEMENT, L.P.$2.81 billion$1.58 billionQ4 20243370.34%-12.88%
VALLEY FORGE CAPITAL MANAGEMENT, LP$4.54 billionQ4 20249100.00%0.88%
VERITAS ASSET MANAGEMENT LLP$24.49 billion$10.72 billionQ4 20243575.34%-20.75%
VIKING GLOBAL INVESTORS LP$64.50 billion$30.90 billionQ4 20248635.93%12.63%
WCM INVESTMENT MANAGEMENT, LLC$66.61 billion$42.52 billionQ4 202428840.48%-3.63%
WHALE ROCK CAPITAL MANAGEMENT LLC$8.72 billion$8.44 billionQ4 20243854.20%18.37%

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