3 hedge funds and family offices disclose a SMR position in their latest SEC 13F filing — combined $1.7M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 64,615 | $916K | 0.00% | 2025-12-31 |
| 2 | George Soros | Soros Fund Management LLC | 70,360 | $763K | 0.01% | 2026-03-31 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,111 | $16K | 0.00% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold SMR. The largest disclosed position is Polen Capital at $916K (0.0% 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 SMR, 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 SMR position in their latest SEC 13F filing — combined $1.7M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Polen Capital | Polen Capital Management LLC | 64,615 | $916K | 0.00% | 2025-12-31 |
| 2 | George Soros | Soros Fund Management LLC | 70,360 | $763K | 0.01% | 2026-03-31 |
| 3 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,111 | $16K | 0.00% | 2025-12-31 |
As of the latest 13F window, 3 tracked superinvestors hold SMR. The largest disclosed position is Polen Capital at $916K (0.0% 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 SMR, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
