Super Fund | Position | Shares | Curr. Value | Port. % | Activity |
---|---|---|---|---|---|
Polen Capital Management | Equity | 11,983,204 | $2,619,887,945 | 8.04% | -4.96% |
Primecap Management | Equity | 11,182,800 | $2,444,895,564 | 1.94% | +3.76% |
Coatue Management | Equity | 3,857,262 | $843,313,192 | 2.35% | +100% |
PineStone Asset Management | Equity | 3,590,801 | $785,056,823 | 5.08% | +27.29% |
Independent Franchise Partners | Equity | 3,568,470 | $780,174,596 | 5.19% | -15.01% |
Longview Partners | Equity | 3,298,941 | $721,247,471 | 6.21% | -16.41% |
Parnassus Investments | Equity | 2,783,475 | $608,551,140 | 1.40% | -1.75% |
Alkeon Capital Management | Equity | 2,520,000 | $550,947,600 | 2.68% | +100% |
Jericho Capital Asset Management | Equity | 2,104,859 | $460,185,324 | 6.13% | +100% |
Winslow Capital Management | Equity | 2,006,986 | $438,787,349 | 1.47% | +34.79% |
SCGE Management | Equity | 1,332,000 | $291,215,160 | 6.11% | +100% |
Harris Associates | Equity | 1,023,151 | $223,691,503 | 0.36% | -7.29% |
Cantillon Capital Management | Equity | 863,573 | $188,802,965 | 1.09% | -2.84% |
Cardano Risk Management | Equity | 498,177 | $108,916,000 | 1.39% | +100% |
Weitz Investment Management | Equity | 170,075 | $37,183,497 | 2.00% | 0% |
Appaloosa | Equity | 150,000 | $32,794,500 | 0.51% | -78.57% |
Jensen Investment Management | Equity | 145,209 | $31,747,044 | 0.37% | -1.28% |
Davis Selected Advisers | Equity | 131,574 | $28,766,024 | 0.15% | -3.52% |
Yacktman Asset Management | Equity | 105,828 | $23,137,176 | 0.31% | -4.80% |
Eagle Capital Management | Equity | 78,494 | $17,161,143 | 0.06% | -0.19% |
Lindsell Train | Equity | 17,500 | $3,826,025 | 0.09% | -8.85% |
Gardner Russo & Quinn | Equity | 3,475 | $759,739 | 0.01% | 0% |