7 hedge funds and family offices disclose a NOW position in their latest SEC 13F filing — combined $1.39B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 5,680,788 | $870.2M | 3.72% | 2025-12-31 |
| 2 | Chase Coleman | Tiger Global Management LLC | 2,126,890 | $325.8M | 1.10% | 2025-12-31 |
| 3 | Chuck Akre | Akre Capital Management, LLC | 1,246,099 | $123.7M | 2.42% | 2026-06-30 |
| 4 | Ray Dalio | Bridgewater Associates LP | 635,381 | $63.1M | 0.26% | 2026-06-30 |
| 5 | Torray Funds | Torray Investment Partners LLC | 40,629 | $6.2M | 0.89% | 2025-12-31 |
| 6 | George Soros | Soros Fund Management LLC | 48,570 | $4.8M | 0.06% | 2026-06-30 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 415 | $64K | 0.01% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold NOW. The largest disclosed position is Polen Capital at $870.2M (3.7% 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 NOW, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
7 hedge funds and family offices disclose a NOW position in their latest SEC 13F filing — combined $1.39B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 5,680,788 | $870.2M | 3.72% | 2025-12-31 |
| 2 | Chase Coleman | Tiger Global Management LLC | 2,126,890 | $325.8M | 1.10% | 2025-12-31 |
| 3 | Chuck Akre | Akre Capital Management, LLC | 1,246,099 | $123.7M | 2.42% | 2026-06-30 |
| 4 | Ray Dalio | Bridgewater Associates LP | 635,381 | $63.1M | 0.26% | 2026-06-30 |
| 5 | Torray Funds | Torray Investment Partners LLC | 40,629 | $6.2M | 0.89% | 2025-12-31 |
| 6 | George Soros | Soros Fund Management LLC | 48,570 | $4.8M | 0.06% | 2026-06-30 |
| 7 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 415 | $64K | 0.01% | 2025-12-31 |
As of the latest 13F window, 7 tracked superinvestors hold NOW. The largest disclosed position is Polen Capital at $870.2M (3.7% 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 NOW, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
