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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 billion | Q3 2023 | 27 | 58.86% | -7.33% | |
| AKRE CAPITAL MANAGEMENT LLC | $13.71 billion | $11.52 billion | Q3 2023 | 18 | 92.55% | -4.07% |
| ALTAROCK PARTNERS LLC | $3.28 billion | $3.99 billion | Q3 2023 | 8 | 100.01% | -4.11% |
| ANCIENT ART, L.P. | $1.16 billion | $465.77 million | Q3 2023 | 17 | 86.16% | -1.29% |
| ATREIDES MANAGEMENT, LP | $3.87 billion | $3.06 billion | Q3 2023 | 29 | 74.02% | -21.41% |
| BAMCO INC /NY/ | $36.02 billion | $34.42 billion | Q3 2023 | 334 | 43.91% | -4.7% |
| BERKSHIRE HATHAWAY INC | $313.26 billion | Q3 2023 | 45 | 18.35% | -10.03% | |
| BRAVE WARRIOR ADVISORS, LLC | $3.93 billion | $4.01 billion | Q3 2023 | 34 | 85.99% | 5.85% |
| BROAD RUN INVESTMENT MANAGEMENT, LLC | $914.85 million | $756.77 million | Q3 2023 | 25 | 72.5% | -10.46% |
| CANTILLON CAPITAL MANAGEMENT LLC | $15.04 billion | $13.48 billion | Q3 2023 | 39 | 40.54% | -5.76% |
| CAPITAL RESEARCH GLOBAL INVESTORS | $363.16 billion | Q3 2023 | 411 | 27.44% | -2.69% | |
| CAPITAL WORLD INVESTORS | $504.81 billion | Q3 2023 | 511 | 28.12% | -2.9% | |
| DARSANA CAPITAL PARTNERS LP | $6.73 billion | $2.04 billion | Q3 2023 | 10 | 100.01% | 31.57% |
| DORSAL CAPITAL MANAGEMENT, LP | $4.84 billion | $2.93 billion | Q3 2023 | 25 | 68.61% | 0.92% |
| DORSEY ASSET MANAGEMENT, LLC | $1.00 billion | $765.87 million | Q3 2023 | 10 | 100.01% | 1.41% |
| EAGLE CAPITAL MANAGEMENT LLC | $23.93 billion | $21.59 billion | Q3 2023 | 46 | 66.54% | -3.04% |
| EGERTON CAPITAL (UK) LLP | $15.42 billion | $8.62 billion | Q3 2023 | 22 | 72.82% | -11.17% |
| ENGLE CAPITAL MANAGEMENT, L.P. | $541.24 million | $275.70 million | Q3 2023 | 25 | 66.55% | -14.68% |
| ENSEMBLE CAPITAL MANAGEMENT, LLC | $1.41 billion | $967.98 million | Q3 2023 | 25 | 67.23% | -6.51% |
| FUNDSMITH LLP | $35.52 billion | $22.01 billion | Q3 2023 | 39 | 65.48% | -7.65% |
| GENERATION INVESTMENT MANAGEMENT LLP | $19.00 billion | Q3 2023 | 43 | 52.34% | -7.97% | |
| GLENVIEW CAPITAL MANAGEMENT, LLC | $6.18 billion | $4.42 billion | Q3 2023 | 52 | 58.9% | -0.44% |
| HITCHWOOD CAPITAL MANAGEMENT LP | $824.40 million | $183.78 million | Q1 2023 | 19 | 76.89% | -74.93% |
| HOLOCENE ADVISORS, LP | $26.49 billion | $22.84 billion | Q3 2023 | 703 | 14.06% | -2.52% |
| HOUND PARTNERS, LLC | $2.92 billion | $451.10 million | Q3 2023 | 18 | 85.73% | 2.37% |
| JS CAPITAL MANAGEMENT LLC | $733.33 million | Q3 2023 | 27 | 71.32% | -3.94% | |
| KENSICO CAPITAL MANAGEMENT CORP | $3.49 billion | $2.36 billion | Q3 2023 | 24 | 72.46% | -4.64% |
| LINDSELL TRAIN LTD | $22.40 billion | $4.98 billion | Q3 2023 | 30 | 99.13% | -11.25% |
| LONE PINE CAPITAL LLC | $17.08 billion | $10.37 billion | Q3 2023 | 26 | 56.79% | -4.93% |
| MAVERICK CAPITAL LTD | $7.43 billion | $4.43 billion | Q3 2023 | 301 | 57.25% | -5.61% |
| MERITAGE GROUP LP | $13.03 billion | $4.21 billion | Q3 2023 | 50 | 68.83% | 17.35% |
| MOTLEY FOOL ASSET MANAGEMENT LLC | $1.07 billion | $1.25 billion | Q3 2023 | 215 | 35.45% | 10.86% |
| PALESTRA CAPITAL MANAGEMENT LLC | $4.10 billion | $1.89 billion | Q3 2023 | 23 | 60.98% | -6.42% |
| PARNASSUS INVESTMENTS, LLC | $40.90 billion | $40.89 billion | Q3 2023 | 139 | 32.99% | -5.07% |
| PLATINUM INVESTMENT MANAGEMENT LTD | $11.05 billion | $2.56 billion | Q3 2023 | 144 | 59.28% | -11% |
| POLEN CAPITAL MANAGEMENT LLC | $36.05 billion | $38.03 billion | Q3 2023 | 99 | 60.95% | -5.72% |
| RUANE, CUNNIFF & GOLDFARB L.P. | $8.82 billion | $6.02 billion | Q3 2023 | 36 | 74.54% | -4.96% |
| RV CAPITAL AG | $345.65 million | $327.71 million | Q3 2023 | 8 | 100% | 6.88% |
| SANDS CAPITAL MANAGEMENT, LLC | $38.91 billion | $29.38 billion | Q3 2023 | 75 | 45.59% | -8.77% |
| SELECT EQUITY GROUP, L.P. | $45.14 billion | $24.41 billion | Q3 2023 | 171 | 38.9% | -9.16% |
| SHAWSPRING PARTNERS LLC | $977.93 million | $597.33 million | Q3 2023 | 6 | 99.99% | -18.62% |
| SOROBAN CAPITAL PARTNERS LP | $11.38 billion | $6.76 billion | Q3 2023 | 15 | 93.63% | -8.73% |
| SRS INVESTMENT MANAGEMENT, LLC | $10.93 billion | $6.93 billion | Q3 2023 | 19 | 94.31% | -20.41% |
| STEADFAST CAPITAL MANAGEMENT LP | $8.77 billion | $3.72 billion | Q3 2023 | 47 | 41.75% | -0.83% |
| SUVRETTA CAPITAL MANAGEMENT, LLC | $5.16 billion | $1.85 billion | Q3 2023 | 87 | 47.08% | -1.05% |
| TCI FUND MANAGEMENT LTD | $27.56 billion | Q3 2023 | 9 | 100% | -18.13% | |
| THUNDERBIRD PARTNERS LLP | $399.04 million | Q3 2023 | 12 | 97.7% | 22.76% | |
| TRIPLE FROND PARTNERS LLC | $788.28 million | Q3 2023 | 10 | 100% | 1.63% | |
| TYBOURNE CAPITAL MANAGEMENT (HK) LTD | $715.69 million | Q3 2023 | 38 | 74.09% | -22.65% | |
| VALIANT CAPITAL MANAGEMENT, L.P. | $2.39 billion | $1.04 billion | Q3 2023 | 27 | 70.65% | -2.31% |
| VERITAS ASSET MANAGEMENT LLP | $23.49 billion | $13.28 billion | Q3 2023 | 35 | 69.45% | -7.62% |
| VIKING GLOBAL INVESTORS LP | $52.15 billion | $24.64 billion | Q3 2023 | 80 | 42.53% | 0.88% |
| WCM INVESTMENT MANAGEMENT, LLC | $60.54 billion | $34.06 billion | Q3 2023 | 208 | 47.8% | 1.75% |
| WHALE ROCK CAPITAL MANAGEMENT LLC | $7.96 billion | $4.95 billion | Q3 2023 | 40 | 53.43% | -14.63% |
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