24 hedge funds and family offices disclose a CMCSA position in their latest SEC 13F filing — combined $1.36B in market value. Of those, 7 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 19,818,985 | $743.8M | 2.41% | 2024-12-31 |
| 2 | Steven Romick | First Pacific Advisors LP | 8,399,831 | $251.1M | 3.31% | 2025-12-31 |
| 3 | Daniel Loeb | Third Point LLC | 2,000,000 | $100.7M | 0.70% | 2021-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 1,968,400 | $76.6M | 4.10% | 2017-06-30 |
| 5 | Thomas Russo | Gardner Russo & Quinn LLC | 2,253,106 | $64.7M | 0.76% | 2026-03-31 |
| 6 | Ray Dalio | Bridgewater Associates LP | 1,192,620 | $34.2M | 0.15% | 2026-03-31 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 1,167,500 | $33.5M | 0.45% | 2026-03-31 |
| 8 | Tom Gayner | Markel Group Inc. | 961,880 | $27.6M | 0.23% | 2026-03-31 |
| 9 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 600,301 | $17.9M | 1.61% | 2025-12-31 |
| 10 | Mark Hillman | Hillman Capital Management Inc | 90,861 | $2.7M | 1.71% | 2025-12-31 |
| 11 | Bruce Berkowitz | Fairholme Capital Management LLC | 139,018 | $2.4M | 0.02% | 2010-06-30 |
| 12 | Stephen Mandel | Lone Pine Capital LLC | 32,595,590 | $1.3M | 6.18% | 2017-09-30 |
| 13 | Egerton Capital | Egerton Capital (UK) LLP | 16,274,833 | $910K | 4.33% | 2021-09-30 |
| 14 | Tweedy Browne | Tweedy Browne Company LLC | 31,496 | $904K | 0.07% | 2026-03-31 |
| 15 | George Soros | Soros Fund Management LLC | 14,389 | $413K | 0.01% | 2026-03-31 |
| 16 | Mason Hawkins | Southeastern Asset Management, Inc. | 9,531 | $333K | 0.01% | 2022-12-31 |
| 17 | Mairs & Power | Mairs & Power Inc | 7,600 | $239K | 0.00% | 2025-09-30 |
| 18 | Chase Coleman | Tiger Global Management LLC | 5,020,000 | $201K | 1.60% | 2017-12-31 |
| 19 | Harry Burn | Sound Shore Management Inc /CT/ | 1,651,691 | $92K | 2.61% | 2021-09-30 |
| 20 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,440 | $43K | 0.01% | 2025-12-31 |
| 21 | Torray Funds | Torray Investment Partners LLC | 321,979 | $16K | 2.39% | 2021-12-31 |
| 22 | Olstein Capital Management | Olstein Capital Management LP | 167,000 | $5K | 0.99% | 2025-09-30 |
| 23 | Lee Ainslie | Maverick Capital Ltd | 47,463 | $3K | 0.03% | 2021-06-30 |
| 24 | Christopher Davis | Davis Selected Advisers, LP | 1,966 | $56 | 0.00% | 2004-09-30 |
As of the latest 13F window, 24 tracked superinvestors hold CMCSA. The largest disclosed position is Viking Global at $743.8M (2.4% 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 CMCSA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
24 hedge funds and family offices disclose a CMCSA position in their latest SEC 13F filing — combined $1.36B in market value. Of those, 7 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 19,818,985 | $743.8M | 2.41% | 2024-12-31 |
| 2 | Steven Romick | First Pacific Advisors LP | 8,399,831 | $251.1M | 3.31% | 2025-12-31 |
| 3 | Daniel Loeb | Third Point LLC | 2,000,000 | $100.7M | 0.70% | 2021-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 1,968,400 | $76.6M | 4.10% | 2017-06-30 |
| 5 | Thomas Russo | Gardner Russo & Quinn LLC | 2,253,106 | $64.7M | 0.76% | 2026-03-31 |
| 6 | Ray Dalio | Bridgewater Associates LP | 1,192,620 | $34.2M | 0.15% | 2026-03-31 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 1,167,500 | $33.5M | 0.45% | 2026-03-31 |
| 8 | Tom Gayner | Markel Group Inc. | 961,880 | $27.6M | 0.23% | 2026-03-31 |
| 9 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 600,301 | $17.9M | 1.61% | 2025-12-31 |
| 10 | Mark Hillman | Hillman Capital Management Inc | 90,861 | $2.7M | 1.71% | 2025-12-31 |
| 11 | Bruce Berkowitz | Fairholme Capital Management LLC | 139,018 | $2.4M | 0.02% | 2010-06-30 |
| 12 | Stephen Mandel | Lone Pine Capital LLC | 32,595,590 | $1.3M | 6.18% | 2017-09-30 |
| 13 | Egerton Capital | Egerton Capital (UK) LLP | 16,274,833 | $910K | 4.33% | 2021-09-30 |
| 14 | Tweedy Browne | Tweedy Browne Company LLC | 31,496 | $904K | 0.07% | 2026-03-31 |
| 15 | George Soros | Soros Fund Management LLC | 14,389 | $413K | 0.01% | 2026-03-31 |
| 16 | Mason Hawkins | Southeastern Asset Management, Inc. | 9,531 | $333K | 0.01% | 2022-12-31 |
| 17 | Mairs & Power | Mairs & Power Inc | 7,600 | $239K | 0.00% | 2025-09-30 |
| 18 | Chase Coleman | Tiger Global Management LLC | 5,020,000 | $201K | 1.60% | 2017-12-31 |
| 19 | Harry Burn | Sound Shore Management Inc /CT/ | 1,651,691 | $92K | 2.61% | 2021-09-30 |
| 20 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,440 | $43K | 0.01% | 2025-12-31 |
| 21 | Torray Funds | Torray Investment Partners LLC | 321,979 | $16K | 2.39% | 2021-12-31 |
| 22 | Olstein Capital Management | Olstein Capital Management LP | 167,000 | $5K | 0.99% | 2025-09-30 |
| 23 | Lee Ainslie | Maverick Capital Ltd | 47,463 | $3K | 0.03% | 2021-06-30 |
| 24 | Christopher Davis | Davis Selected Advisers, LP | 1,966 | $56 | 0.00% | 2004-09-30 |
As of the latest 13F window, 24 tracked superinvestors hold CMCSA. The largest disclosed position is Viking Global at $743.8M (2.4% 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 CMCSA, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
