12 hedge funds and family offices disclose a NOW position in their latest SEC 13F filing — combined $1.45B in market value.
| # | 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 | Ray Dalio | Bridgewater Associates LP | 1,338,885 | $205.1M | 0.75% | 2025-12-31 |
| 4 | Stanley Druckenmiller | Duquesne Family Office LLC | 110,030 | $31.5M | 1.28% | 2020-03-31 |
| 5 | George Soros | Soros Fund Management LLC | 10,542 | $8.4M | 0.15% | 2025-03-31 |
| 6 | Torray Funds | Torray Investment Partners LLC | 40,629 | $6.2M | 0.89% | 2025-12-31 |
| 7 | Stephen Mandel | Lone Pine Capital LLC | 1,292,399 | $615K | 5.79% | 2022-06-30 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 638 | $502K | 0.01% | 2024-06-30 |
| 9 | Mark Hillman | Hillman Capital Management Inc | 354 | $317K | 0.11% | 2024-09-30 |
| 10 | Viking Global | Viking Global Investors LP | 323,368 | $122K | 0.56% | 2022-09-30 |
| 11 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 415 | $64K | 0.01% | 2025-12-31 |
| 12 | Steven Romick | First Pacific Advisors LP | 2,650 | $2K | 0.02% | 2021-09-30 |
As of the latest 13F window, 12 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
