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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 | $6.19 billion | Q4 2022 | 23 | 64.81% | 2.12% | |
| AKRE CAPITAL MANAGEMENT LLC | $20.08 billion | $11.34 billion | Q3 2022 | 22 | 82.15% | -9.26% |
| ALTAROCK PARTNERS LLC | $4.01 billion | $3.05 billion | Q3 2022 | 8 | 100% | -5.74% |
| ANCIENT ART, L.P. | $1.77 billion | $536.21 million | Q3 2022 | 21 | 77.69% | -17.53% |
| ATREIDES MANAGEMENT, LP | $4.79 billion | $3.80 billion | Q3 2022 | 40 | 64.28% | 41.33% |
| BAMCO INC /NY/ | $44.98 billion | $30.95 billion | Q3 2022 | 370 | 43.13% | -0.59% |
| BERKSHIRE HATHAWAY INC | $296.10 billion | Q3 2022 | 49 | 87.19% | -1.34% | |
| BRAVE WARRIOR ADVISORS, LLC | $4.41 billion | $2.89 billion | Q3 2022 | 25 | 89.27% | -0.69% |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | $1.76 billion | $912.91 million | Q3 2022 | 22 | 81.19% | -16.86% |
| CANTILLON CAPITAL MANAGEMENT LLC | $19.87 billion | $11.04 billion | Q3 2022 | 39 | 40.57% | -7.84% |
| CAPITAL RESEARCH GLOBAL INVESTORS | $304.37 billion | Q3 2022 | 429 | 28.02% | -5.2% | |
| CAPITAL WORLD INVESTORS | $445.41 billion | Q3 2022 | 549 | 29% | -5.38% | |
| DARSANA CAPITAL PARTNERS LP | $7.24 billion | $1.95 billion | Q3 2022 | 12 | 93.06% | 4.88% |
| DORSAL CAPITAL MANAGEMENT, LLC | $4.84 billion | $1.61 billion | Q3 2022 | 23 | 73.79% | 4.65% |
| DORSEY ASSET MANAGEMENT, LLC | $1.30 billion | $785.96 million | Q3 2022 | 10 | 100% | -1.89% |
| EAGLE CAPITAL MANAGEMENT LLC | $35.04 billion | $21.95 billion | Q3 2022 | 43 | 58.91% | -4.52% |
| EGERTON CAPITAL (UK) LLP | $24.34 billion | $12.88 billion | Q3 2022 | 23 | 67.47% | -13.06% |
| ENGLE CAPITAL MANAGEMENT, L.P. | $1.03 billion | $341.10 million | Q3 2022 | 23 | 74.63% | 35.32% |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | $1.82 billion | $887.76 million | Q3 2022 | 26 | 65.57% | 0.0089% |
| FUNDSMITH LLP | $41.70 billion | $21.07 billion | Q3 2022 | 46 | 60.12% | -7.05% |
| GENERATION INVESTMENT MANAGEMENT LLP | $16.86 billion | Q3 2022 | 45 | 50.36% | -8.13% | |
| GLENVIEW CAPITAL MANAGEMENT, LLC | $5.85 billion | $4.00 billion | Q3 2022 | 54 | 61.2% | 0.05% |
| HITCHWOOD CAPITAL MANAGEMENT LP | $2.45 billion | $480.91 million | Q3 2022 | 18 | 80.46% | -4.53% |
| HOLOCENE ADVISORS, LP | $28.35 billion | $15.65 billion | Q3 2022 | 785 | 14.92% | -5.47% |
| HOUND PARTNERS, LLC | $2.99 billion | $526.73 million | Q3 2022 | 16 | 88.67% | -57.27% |
| JS CAPITAL MANAGEMENT LLC | $410.74 million | Q3 2022 | 20 | 81.39% | -32.26% | |
| KENSICO CAPITAL MANAGEMENT CORP | $4.54 billion | $1.93 billion | Q3 2022 | 32 | 73.24% | -13.17% |
| LINDSELL TRAIN LTD | $26.99 billion | $4.92 billion | Q3 2022 | 29 | 99.03% | -3.46% |
| LONE PINE CAPITAL LLC | $35.54 billion | $10.61 billion | Q3 2022 | 31 | 57.7% | 0.03% |
| MAVERICK CAPITAL LTD | $12.53 billion | $4.44 billion | Q3 2022 | 344 | 59.09% | 9.61% |
| MERITAGE GROUP LP | $14.12 billion | $3.34 billion | Q3 2022 | 35 | 90.21% | -3.7% |
| MOTLEY FOOL ASSET MANAGEMENT LLC | $1.67 billion | $1.02 billion | Q3 2022 | 212 | 34.59% | -4.26% |
| PALESTRA CAPITAL MANAGEMENT LLC | $5.59 billion | $2.13 billion | Q3 2022 | 18 | 70.85% | 0.5% |
| PARNASSUS INVESTMENTS, LLC | $53.35 billion | $38.42 billion | Q3 2022 | 128 | 32.8% | -8.24% |
| PLATINUM INVESTMENT MANAGEMENT LTD | $12.39 billion | $2.40 billion | Q3 2022 | 131 | 61.75% | -9.42% |
| POLEN CAPITAL MANAGEMENT LLC | $63.47 billion | $35.76 billion | Q3 2022 | 85 | 59.66% | -5.73% |
| RUANE, CUNNIFF & GOLDFARB L.P. | $14.59 billion | $6.73 billion | Q3 2022 | 31 | 70.38% | -12.28% |
| RV CAPITAL AG | $645.80 million | $209.51 million | Q3 2022 | 6 | 100.01% | -5.61% |
| SANDS CAPITAL MANAGEMENT, LLC | $73.08 billion | $26.65 billion | Q3 2022 | 67 | 45.46% | -7.75% |
| SELECT EQUITY GROUP, L.P. | $58.47 billion | $28.68 billion | Q3 2022 | 173 | 42.53% | -8.18% |
| SHAWSPRING PARTNERS LLC | $1.58 billion | $720.48 million | Q3 2022 | 7 | 99.99% | 27.56% |
| SOROBAN CAPITAL PARTNERS LP | $13.72 billion | $9.24 billion | Q3 2022 | 40 | 73.93% | -20.2% |
| SRS INVESTMENT MANAGEMENT, LLC | $12.35 billion | $5.09 billion | Q3 2022 | 22 | 96.89% | -0.3% |
| STEADFAST CAPITAL MANAGEMENT LP | $11.13 billion | $3.70 billion | Q3 2022 | 36 | 63.4% | -18.6% |
| SUVRETTA CAPITAL MANAGEMENT, LLC | $7.10 billion | $2.41 billion | Q3 2022 | 73 | 36.64% | -8.43% |
| TCI FUND MANAGEMENT LTD | $28.58 billion | Q3 2022 | 10 | 100% | -9.57% | |
| THUNDERBIRD PARTNERS LLP | $360.39 million | Q3 2022 | 10 | 100% | -14.3% | |
| TRIPLE FROND PARTNERS LLC | $567.79 million | Q3 2022 | 10 | 100.01% | -13.19% | |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $1.04 billion | Q3 2022 | 26 | 63.51% | -24.86% | |
| VALIANT CAPITAL MANAGEMENT, L.P. | $3.62 billion | $1.00 billion | Q3 2022 | 25 | 71.59% | 0.59% |
| VERITAS ASSET MANAGEMENT LLP | $34.54 billion | $12.09 billion | Q3 2022 | 37 | 65.36% | -9.77% |
| VIKING GLOBAL INVESTORS LP | $59.83 billion | $21.66 billion | Q3 2022 | 88 | 37.73% | -0.93% |
| WCM INVESTMENT MANAGEMENT, LLC | $93.30 billion | $27.86 billion | Q3 2022 | 195 | 48.87% | -0.08% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | $20.85 billion | $3.56 billion | Q3 2022 | 40 | 52.83% | 5.66% |
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