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 $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%