5 hedge funds and family offices disclose a MEDP position in their latest SEC 13F filing — combined $251.9M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 263,320 | $147.9M | 4.93% | 2025-12-31 |
| 2 | Terry Smith | Fundsmith LLP | 82,567 | $46.4M | 0.27% | 2025-12-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 66,665 | $37.4M | 0.36% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 41,135 | $19.8M | 0.09% | 2026-03-31 |
| 5 | Polen Capital | Polen Capital Management LLC | 696 | $391K | 0.00% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold MEDP. The largest disclosed position is Francois Rochon at $147.9M (4.9% 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 MEDP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
5 hedge funds and family offices disclose a MEDP position in their latest SEC 13F filing — combined $251.9M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Francois Rochon | Giverny Capital Inc. | 263,320 | $147.9M | 4.93% | 2025-12-31 |
| 2 | Terry Smith | Fundsmith LLP | 82,567 | $46.4M | 0.27% | 2025-12-31 |
| 3 | Mairs & Power | Mairs & Power Inc | 66,665 | $37.4M | 0.36% | 2025-12-31 |
| 4 | Ray Dalio | Bridgewater Associates LP | 41,135 | $19.8M | 0.09% | 2026-03-31 |
| 5 | Polen Capital | Polen Capital Management LLC | 696 | $391K | 0.00% | 2025-12-31 |
As of the latest 13F window, 5 tracked superinvestors hold MEDP. The largest disclosed position is Francois Rochon at $147.9M (4.9% 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 MEDP, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
