SectorTechnology
Super Investor Stats:
Ownership count40
Ownership rank1
Ownership open2
% of all portfolios1.758%
Hold price$370.17
Total insider Buys/Sells last 6 months:
| Transactions | Total | |
| Buys | 1 | $1,986,750 |
| Sells | 5 | $15,554,104 |
Superinvestor ownership by quarter
Most recent (Q1 2026): 20 buying · 23 selling · net -3 · 40 holders
Recent activity:
| History | Portfolio Manager ↕ | % of portfolio ▼ | Recent activity | Shares ↕ | Value ↕ |
|---|---|---|---|---|---|
| ☰ | John Osterweis - AltaRock Partners | 16.75 | Reduce 10.32% | 1,867,537 | $691,306,171 |
| ☰ | Bill Ackman - Pershing Square Capital Management | 15.26 | Buy | 5,654,078 | $2,092,970,053 |
| ☰ | Boykin Curry - Triple Frond Partners | 13.55 | 352,504 | $130,486,000 | |
| ☰ | C.T. Fitzpatrick - Vulcan Value Partners | 10.88 | Reduce 2.85% | 1,108,991 | $410,515,198 |
| ☰ | Robert Millen - Jensen Investment Management | 8.55 | Reduce 11.74% | 1,171,009 | $433,472,402 |
| ☰ | William Frels - Mairs & Power | 7.35 | Add 1.54% | 1,942,391 | $719,014,922 |
| ☰ | Dan Polen - Polen Capital Management | 7.29 | Reduce 27.21% | 2,845,888 | $1,053,462,402 |
| ☰ | Terry Smith - Fundsmith | 6.00 | Reduce 0.01% | 2,079,737 | $769,856,245 |
| ☰ | David Katz - Matrix Asset Advisors | 5.82 | Add 20.07% | 171,359 | $63,432,000 |
| ☰ | David Rolfe - Wedgewood Partners | 5.65 | Reduce 4.62% | 73,919 | $27,362,706 |
| ☰ | Nicolai Tangen - AKO Capital | 5.33 | Reduce 27.97% | 735,214 | $272,154,000 |
| ☰ | Donald Yacktman - Yacktman Asset Management | 4.90 | Add 3.02% | 992,916 | $367,547,716 |
| ☰ | Robert Torray - Torray Investment Partners | 4.51 | Add 128.89% | 77,732 | $28,774,189 |
| ☰ | Wallace Weitz - Weitz Investment Management | 4.38 | Add 16.08% | 169,450 | $62,725,307 |
| ☰ | Chase Coleman - Tiger Global Management | 4.05 | Reduce 54.36% | 2,500,000 | $925,425,000 |
| ☰ | Ron Muhlenkamp - Muhlenkamp & Company | 3.21 | Reduce 0.21% | 32,937 | $12,192,295 |
| ☰ | Lee Ainslie - Maverick Capital | 3.12 | Reduce 36.93% | 725,649 | $268,613,490 |
| ☰ | Mark Hillman - Hillman Capital Management | 2.78 | Add 2.30% | 10,828 | $4,008,201 |
| ☰ | William von Mueffling - Cantillon Capital Management | 2.74 | Reduce 11.87% | 1,112,265 | $411,727,135 |
| ☰ | Robert Vinall - RV Capital AG | 2.46 | Add 119.30% | 25,220 | $9,407,607 |
| ☰ | John Gunn - Dodge & Cox | 2.43 | Add 60.71% | 11,959,935 | $4,427,209,139 |
| ☰ | Andreas Halvorsen - Viking Global Investors | 2.39 | Reduce 28.23% | 2,309,446 | $854,887,626 |
| ☰ | Arnold Van Den Berg - Century Management | 2.33 | Add 58.76% | 27,496 | $10,178,154 |
| ☰ | Chris Hohn - TCI Fund Management | 2.24 | Reduce 83.74% | 2,728,412 | $1,009,976,270 |
| ☰ | Duan Yongping - H&H International Investment | 1.88 | Add 18.28% | 1,016,000 | $376,092,720 |
| ☰ | Thomas Gayner - Markel Group | 1.67 | Add 0.36% | 537,630 | $199,014,496 |
| ☰ | Robert Olstein - Olstein Capital Management | 1.35 | Add 67.00% | 16,700 | $6,182,000 |
| ☰ | Jean-Marie Eveillard - First Eagle Investment Management | 0.83 | Add 137.64% | 1,325,098 | $490,511,631 |
| ☰ | David Tepper - Appaloosa | 0.56 | Reduce 82.00% | 90,000 | $33,315,300 |
| ☰ | Joel Greenblatt - Gotham Asset Management | 0.35 | Add 6.95% | 305,854 | $113,217,975 |
| ☰ | John Rogers - Ariel Investments | 0.26 | Reduce 63.94% | 62,192 | $23,021,613 |
| ☰ | Irving Kahn - Kahn Brothers Group | 0.14 | Reduce 12.54% | 2,092 | $774,395 |
| ☰ | Christopher Davis - Davis Selected Advisers | 0.13 | Add 29.09% | 78,489 | $29,055,340 |
| ☰ | Francois Rochon - Giverny Capital | 0.03 | Add 12.09% | 1,910 | $707,025 |
| ☰ | Glenn Greenberg - Brave Warrior Advisors | 0.02 | Add 285.71% | 2,025 | $749,594 |
| ☰ | Thomas Russo - Gardner Russo & Quinn | 0.02 | Reduce 4.35% | 3,544 | $1,311,882 |
| ☰ | Robert Goldfarb - Ruane, Cunniff & Goldfarb | 0.00 | Add 6.97% | 737 | $272,815 |
| ☰ | Sarah Ketterer - Causeway Capital Management | 0.00 | Reduce 20.00% | 772 | $285,771 |
| ☰ | Bill Nygren - Oakmark Funds | 0.00 | Reduce 1.42% | 6,757 | $2,501,239 |
| ☰ | Richard Pzena - Pzena Investment Management | 0.00 | Buy | 762 | $282,070 |
Price snapshot:
Current price$390.99
Avg. buy price$294.06
+/- since buy32.96%
52-week low$349.20
52-week high$551.05
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