15 hedge funds and family offices disclose a ACN position in their latest SEC 13F filing — combined $1.10B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Daniel Loeb | Third Point LLC | 1,250,000 | $518.2M | 3.62% | 2021-12-31 |
| 2 | Polen Capital | Polen Capital Management LLC | 1,882,707 | $505.1M | 2.16% | 2025-12-31 |
| 3 | Tom Gayner | Markel Group Inc. | 159,400 | $31.6M | 0.26% | 2026-03-31 |
| 4 | George Soros | Soros Fund Management LLC | 134,640 | $26.7M | 0.37% | 2026-03-31 |
| 5 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 19,679 | $5.3M | 0.47% | 2025-12-31 |
| 6 | Ray Dalio | Bridgewater Associates LP | 19,306 | $5.2M | 0.02% | 2025-12-31 |
| 7 | Torray Funds | Torray Investment Partners LLC | 14,344 | $5.0M | 0.81% | 2023-12-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 2,083 | $632K | 0.01% | 2024-06-30 |
| 9 | AKO Capital | Ako Capital LLP | 1,238,638 | $387K | 5.01% | 2025-03-31 |
| 10 | Mairs & Power | Mairs & Power Inc | 1,184 | $318K | 0.00% | 2025-12-31 |
| 11 | Steven Romick | First Pacific Advisors LP | 1,000 | $309K | 0.00% | 2023-06-30 |
| 12 | Stephen Mandel | Lone Pine Capital LLC | 3,325,917 | $201K | 1.54% | 2011-06-30 |
| 13 | Cathie Wood | ARK Investment Management LLC | 510 | $152K | 0.00% | 2022-06-30 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 247 | $66K | 0.01% | 2025-12-31 |
| 15 | Olstein Capital Management | Olstein Capital Management LP | 14,500 | $4K | 0.54% | 2021-06-30 |
As of the latest 13F window, 15 tracked superinvestors hold ACN. The largest disclosed position is Daniel Loeb at $518.2M (3.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ACN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
15 hedge funds and family offices disclose a ACN position in their latest SEC 13F filing — combined $1.10B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Daniel Loeb | Third Point LLC | 1,250,000 | $518.2M | 3.62% | 2021-12-31 |
| 2 | Polen Capital | Polen Capital Management LLC | 1,882,707 | $505.1M | 2.16% | 2025-12-31 |
| 3 | Tom Gayner | Markel Group Inc. | 159,400 | $31.6M | 0.26% | 2026-03-31 |
| 4 | George Soros | Soros Fund Management LLC | 134,640 | $26.7M | 0.37% | 2026-03-31 |
| 5 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 19,679 | $5.3M | 0.47% | 2025-12-31 |
| 6 | Ray Dalio | Bridgewater Associates LP | 19,306 | $5.2M | 0.02% | 2025-12-31 |
| 7 | Torray Funds | Torray Investment Partners LLC | 14,344 | $5.0M | 0.81% | 2023-12-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 2,083 | $632K | 0.01% | 2024-06-30 |
| 9 | AKO Capital | Ako Capital LLP | 1,238,638 | $387K | 5.01% | 2025-03-31 |
| 10 | Mairs & Power | Mairs & Power Inc | 1,184 | $318K | 0.00% | 2025-12-31 |
| 11 | Steven Romick | First Pacific Advisors LP | 1,000 | $309K | 0.00% | 2023-06-30 |
| 12 | Stephen Mandel | Lone Pine Capital LLC | 3,325,917 | $201K | 1.54% | 2011-06-30 |
| 13 | Cathie Wood | ARK Investment Management LLC | 510 | $152K | 0.00% | 2022-06-30 |
| 14 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 247 | $66K | 0.01% | 2025-12-31 |
| 15 | Olstein Capital Management | Olstein Capital Management LP | 14,500 | $4K | 0.54% | 2021-06-30 |
As of the latest 13F window, 15 tracked superinvestors hold ACN. The largest disclosed position is Daniel Loeb at $518.2M (3.6% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ACN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
