4 hedge funds and family offices disclose a TLN position in their latest SEC 13F filing — combined $684.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 1,292,516 | $484.5M | 3.56% | 2025-12-31 |
| 2 | Donald Yacktman | Yacktman Asset Management LP | 359,900 | $114.9M | 1.53% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 266,099 | $84.9M | 0.38% | 2026-03-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 1,349 | $506K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold TLN. The largest disclosed position is Stephen Mandel at $484.5M (3.6% 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 TLN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a TLN position in their latest SEC 13F filing — combined $684.8M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 1,292,516 | $484.5M | 3.56% | 2025-12-31 |
| 2 | Donald Yacktman | Yacktman Asset Management LP | 359,900 | $114.9M | 1.53% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 266,099 | $84.9M | 0.38% | 2026-03-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 1,349 | $506K | 0.00% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold TLN. The largest disclosed position is Stephen Mandel at $484.5M (3.6% 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 TLN, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
