27 hedge funds and family offices disclose a CSCO position in their latest SEC 13F filing — combined $951.8M in market value. Of those, 7 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Bruce Berkowitz | Fairholme Capital Management LLC | 35,818,600 | $614.3M | 4.38% | 2011-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 5,000,000 | $105.8M | 2.61% | 2012-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 822,892 | $63.8M | 0.28% | 2026-03-31 |
| 4 | Harry Burn | Sound Shore Management Inc /CT/ | 1,018,729 | $54.8M | 2.10% | 2023-09-30 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 784,698 | $48.4M | 0.87% | 2025-03-31 |
| 6 | Tom Gayner | Markel Group Inc. | 355,500 | $27.6M | 0.23% | 2026-03-31 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 210,580 | $16.3M | 0.22% | 2026-03-31 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 112,308 | $8.7M | 0.78% | 2025-12-31 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 148,750 | $3.5M | 0.18% | 2009-09-30 |
| 10 | Torray Funds | Torray Investment Partners LLC | 70,134 | $3.3M | 0.50% | 2024-06-30 |
| 11 | Mairs & Power | Mairs & Power Inc | 20,265 | $1.6M | 0.01% | 2025-12-31 |
| 12 | Chuck Akre | Akre Capital Management, LLC | 30,000 | $1.1M | 1.16% | 2000-12-31 |
| 13 | George Soros | Soros Fund Management LLC | 31,800 | $1.1M | 0.03% | 2017-03-31 |
| 14 | Stephen Mandel | Lone Pine Capital LLC | 16,280,627 | $416K | 4.68% | 2007-03-31 |
| 15 | Peter Thiel | Thiel Macro LLC | 16,386 | $395K | 0.51% | 2008-03-31 |
| 16 | AKO Capital | Ako Capital LLP | 3,113,706 | $240K | 3.65% | 2025-12-31 |
| 17 | Tweedy Browne | Tweedy Browne Company LLC | 2,793,769 | $177K | 5.62% | 2021-12-31 |
| 18 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,425 | $110K | 0.02% | 2025-12-31 |
| 19 | Viking Global | Viking Global Investors LP | 2,857,400 | $70K | 0.39% | 2013-06-30 |
| 20 | Chuck Akre | Akre Capital Management LLC | 2,600,000 | $51K | 21.73% | 2012-12-31 |
| 21 | Polen Capital | Polen Capital Management LLC | 2,275,765 | $50K | 5.52% | 2010-09-30 |
| 22 | Chase Coleman | Tiger Global Management LLC | 1,955,000 | $33K | 1.31% | 2009-03-31 |
| 23 | Mark Hillman | Hillman Capital Management Inc | 114,012 | $6K | 2.30% | 2021-06-30 |
| 24 | Olstein Capital Management | Olstein Capital Management LP | 65,000 | $5K | 1.03% | 2025-12-31 |
| 25 | Christopher Davis | Davis Selected Advisers, LP | 198,451 | $4K | 0.01% | 2010-09-30 |
| 26 | Steven Romick | First Pacific Advisors LP | 35,000 | $1K | 0.02% | 2020-03-31 |
| 27 | David Rolfe | Wedgewood Partners Inc | 19,875 | $314 | 0.18% | 2001-03-31 |
As of the latest 13F window, 27 tracked superinvestors hold CSCO. The largest disclosed position is Bruce Berkowitz at $614.3M (4.4% 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 CSCO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
27 hedge funds and family offices disclose a CSCO position in their latest SEC 13F filing — combined $951.8M in market value. Of those, 7 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Bruce Berkowitz | Fairholme Capital Management LLC | 35,818,600 | $614.3M | 4.38% | 2011-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 5,000,000 | $105.8M | 2.61% | 2012-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 822,892 | $63.8M | 0.28% | 2026-03-31 |
| 4 | Harry Burn | Sound Shore Management Inc /CT/ | 1,018,729 | $54.8M | 2.10% | 2023-09-30 |
| 5 | Lee Ainslie | Maverick Capital Ltd | 784,698 | $48.4M | 0.87% | 2025-03-31 |
| 6 | Tom Gayner | Markel Group Inc. | 355,500 | $27.6M | 0.23% | 2026-03-31 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 210,580 | $16.3M | 0.22% | 2026-03-31 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 112,308 | $8.7M | 0.78% | 2025-12-31 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 148,750 | $3.5M | 0.18% | 2009-09-30 |
| 10 | Torray Funds | Torray Investment Partners LLC | 70,134 | $3.3M | 0.50% | 2024-06-30 |
| 11 | Mairs & Power | Mairs & Power Inc | 20,265 | $1.6M | 0.01% | 2025-12-31 |
| 12 | Chuck Akre | Akre Capital Management, LLC | 30,000 | $1.1M | 1.16% | 2000-12-31 |
| 13 | George Soros | Soros Fund Management LLC | 31,800 | $1.1M | 0.03% | 2017-03-31 |
| 14 | Stephen Mandel | Lone Pine Capital LLC | 16,280,627 | $416K | 4.68% | 2007-03-31 |
| 15 | Peter Thiel | Thiel Macro LLC | 16,386 | $395K | 0.51% | 2008-03-31 |
| 16 | AKO Capital | Ako Capital LLP | 3,113,706 | $240K | 3.65% | 2025-12-31 |
| 17 | Tweedy Browne | Tweedy Browne Company LLC | 2,793,769 | $177K | 5.62% | 2021-12-31 |
| 18 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,425 | $110K | 0.02% | 2025-12-31 |
| 19 | Viking Global | Viking Global Investors LP | 2,857,400 | $70K | 0.39% | 2013-06-30 |
| 20 | Chuck Akre | Akre Capital Management LLC | 2,600,000 | $51K | 21.73% | 2012-12-31 |
| 21 | Polen Capital | Polen Capital Management LLC | 2,275,765 | $50K | 5.52% | 2010-09-30 |
| 22 | Chase Coleman | Tiger Global Management LLC | 1,955,000 | $33K | 1.31% | 2009-03-31 |
| 23 | Mark Hillman | Hillman Capital Management Inc | 114,012 | $6K | 2.30% | 2021-06-30 |
| 24 | Olstein Capital Management | Olstein Capital Management LP | 65,000 | $5K | 1.03% | 2025-12-31 |
| 25 | Christopher Davis | Davis Selected Advisers, LP | 198,451 | $4K | 0.01% | 2010-09-30 |
| 26 | Steven Romick | First Pacific Advisors LP | 35,000 | $1K | 0.02% | 2020-03-31 |
| 27 | David Rolfe | Wedgewood Partners Inc | 19,875 | $314 | 0.18% | 2001-03-31 |
As of the latest 13F window, 27 tracked superinvestors hold CSCO. The largest disclosed position is Bruce Berkowitz at $614.3M (4.4% 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 CSCO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
