3 hedge funds and family offices disclose a ODD position in their latest SEC 13F filing — combined $84.9M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 2,074,167 | $83.3M | 0.49% | 2025-12-31 |
| 2 | Cathie Wood | ARK Investment Management LLC | 65,515 | $877K | 0.01% | 2026-03-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 16,175 | $650K | 0.00% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold ODD. The largest disclosed position is Terry Smith at $83.3M (0.5% 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 ODD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
3 hedge funds and family offices disclose a ODD position in their latest SEC 13F filing — combined $84.9M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Terry Smith | Fundsmith LLP | 2,074,167 | $83.3M | 0.49% | 2025-12-31 |
| 2 | Cathie Wood | ARK Investment Management LLC | 65,515 | $877K | 0.01% | 2026-03-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 16,175 | $650K | 0.00% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold ODD. The largest disclosed position is Terry Smith at $83.3M (0.5% 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 ODD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
