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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$6.13 billionQ3 20232758.86%-7.33%
AKRE CAPITAL MANAGEMENT LLC$13.71 billion$11.52 billionQ3 20231892.55%-4.07%
ALTAROCK PARTNERS LLC$3.28 billion$3.99 billionQ3 20238100.01%-4.11%
ANCIENT ART, L.P.$1.16 billion$465.77 millionQ3 20231786.16%-1.29%
ATREIDES MANAGEMENT, LP$3.87 billion$3.06 billionQ3 20232974.02%-21.41%
BAMCO INC /NY/$36.02 billion$34.42 billionQ3 202333443.91%-4.7%
BERKSHIRE HATHAWAY INC$313.26 billionQ3 20234518.35%-10.03%
BRAVE WARRIOR ADVISORS, LLC$3.93 billion$4.01 billionQ3 20233485.99%5.85%
BROAD RUN INVESTMENT MANAGEMENT, LLC$914.85 million$756.77 millionQ3 20232572.5%-10.46%
CANTILLON CAPITAL MANAGEMENT LLC$15.04 billion$13.48 billionQ3 20233940.54%-5.76%
CAPITAL RESEARCH GLOBAL INVESTORS$363.16 billionQ3 202341127.44%-2.69%
CAPITAL WORLD INVESTORS$504.81 billionQ3 202351128.12%-2.9%
DARSANA CAPITAL PARTNERS LP$6.73 billion$2.04 billionQ3 202310100.01%31.57%
DORSAL CAPITAL MANAGEMENT, LP$4.84 billion$2.93 billionQ3 20232568.61%0.92%
DORSEY ASSET MANAGEMENT, LLC$1.00 billion$765.87 millionQ3 202310100.01%1.41%
EAGLE CAPITAL MANAGEMENT LLC$23.93 billion$21.59 billionQ3 20234666.54%-3.04%
EGERTON CAPITAL (UK) LLP$15.42 billion$8.62 billionQ3 20232272.82%-11.17%
ENGLE CAPITAL MANAGEMENT, L.P.$541.24 million$275.70 millionQ3 20232566.55%-14.68%
ENSEMBLE CAPITAL MANAGEMENT, LLC$1.41 billion$967.98 millionQ3 20232567.23%-6.51%
FUNDSMITH LLP$35.52 billion$22.01 billionQ3 20233965.48%-7.65%
GENERATION INVESTMENT MANAGEMENT LLP$19.00 billionQ3 20234352.34%-7.97%
GLENVIEW CAPITAL MANAGEMENT, LLC$6.18 billion$4.42 billionQ3 20235258.9%-0.44%
HITCHWOOD CAPITAL MANAGEMENT LP$824.40 million$183.78 millionQ1 20231976.89%-74.93%
HOLOCENE ADVISORS, LP$26.49 billion$22.84 billionQ3 202370314.06%-2.52%
HOUND PARTNERS, LLC$2.92 billion$451.10 millionQ3 20231885.73%2.37%
JS CAPITAL MANAGEMENT LLC$733.33 millionQ3 20232771.32%-3.94%
KENSICO CAPITAL MANAGEMENT CORP$3.49 billion$2.36 billionQ3 20232472.46%-4.64%
LINDSELL TRAIN LTD$22.40 billion$4.98 billionQ3 20233099.13%-11.25%
LONE PINE CAPITAL LLC$17.08 billion$10.37 billionQ3 20232656.79%-4.93%
MAVERICK CAPITAL LTD$7.43 billion$4.43 billionQ3 202330157.25%-5.61%
MERITAGE GROUP LP$13.03 billion$4.21 billionQ3 20235068.83%17.35%
MOTLEY FOOL ASSET MANAGEMENT LLC$1.07 billion$1.25 billionQ3 202321535.45%10.86%
PALESTRA CAPITAL MANAGEMENT LLC$4.10 billion$1.89 billionQ3 20232360.98%-6.42%
PARNASSUS INVESTMENTS, LLC$40.90 billion$40.89 billionQ3 202313932.99%-5.07%
PLATINUM INVESTMENT MANAGEMENT LTD$11.05 billion$2.56 billionQ3 202314459.28%-11%
POLEN CAPITAL MANAGEMENT LLC$36.05 billion$38.03 billionQ3 20239960.95%-5.72%
RUANE, CUNNIFF & GOLDFARB L.P.$8.82 billion$6.02 billionQ3 20233674.54%-4.96%
RV CAPITAL AG$345.65 million$327.71 millionQ3 20238100%6.88%
SANDS CAPITAL MANAGEMENT, LLC$38.91 billion$29.38 billionQ3 20237545.59%-8.77%
SELECT EQUITY GROUP, L.P.$45.14 billion$24.41 billionQ3 202317138.9%-9.16%
SHAWSPRING PARTNERS LLC$977.93 million$597.33 millionQ3 2023699.99%-18.62%
SOROBAN CAPITAL PARTNERS LP$11.38 billion$6.76 billionQ3 20231593.63%-8.73%
SRS INVESTMENT MANAGEMENT, LLC$10.93 billion$6.93 billionQ3 20231994.31%-20.41%
STEADFAST CAPITAL MANAGEMENT LP$8.77 billion$3.72 billionQ3 20234741.75%-0.83%
SUVRETTA CAPITAL MANAGEMENT, LLC$5.16 billion$1.85 billionQ3 20238747.08%-1.05%
TCI FUND MANAGEMENT LTD$27.56 billionQ3 20239100%-18.13%
THUNDERBIRD PARTNERS LLP$399.04 millionQ3 20231297.7%22.76%
TRIPLE FROND PARTNERS LLC$788.28 millionQ3 202310100%1.63%
TYBOURNE CAPITAL MANAGEMENT (HK) LTD$715.69 millionQ3 20233874.09%-22.65%
VALIANT CAPITAL MANAGEMENT, L.P.$2.39 billion$1.04 billionQ3 20232770.65%-2.31%
VERITAS ASSET MANAGEMENT LLP$23.49 billion$13.28 billionQ3 20233569.45%-7.62%
VIKING GLOBAL INVESTORS LP$52.15 billion$24.64 billionQ3 20238042.53%0.88%
WCM INVESTMENT MANAGEMENT, LLC$60.54 billion$34.06 billionQ3 202320847.8%1.75%
WHALE ROCK CAPITAL MANAGEMENT LLC$7.96 billion$4.95 billionQ3 20234053.43%-14.63%