23 hedge funds and family offices disclose a V position in their latest SEC 13F filing — combined $8.84B in market value. Of those, 6 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 6,393,604 | $2.19B | 6.25% | 2026-06-30 |
| 2 | Terry Smith | Fundsmith LLP | 3,534,684 | $1.24B | 7.24% | 2025-12-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 3,375,342 | $1.18B | 5.06% | 2025-12-31 |
| 4 | Egerton Capital | Egerton Capital (UK) LLP | 3,270,999 | $1.15B | 12.47% | 2025-12-31 |
| 5 | Bill Ackman | Pershing Square Capital Management, L.P. | 3,270,470 | $1.12B | 5.76% | 2026-06-30 |
| 6 | Chuck Akre | Akre Capital Management, LLC | 1,110,881 | $381.1M | 7.44% | 2026-06-30 |
| 7 | Tom Gayner | Markel Group Inc. | 1,013,912 | $347.9M | 2.65% | 2026-06-30 |
| 8 | Mairs & Power | Mairs & Power Inc | 802,518 | $281.5M | 2.71% | 2025-12-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 776,863 | $272.5M | 2.93% | 2025-12-31 |
| 10 | Seth Klarman | BAUPOST GROUP LLC/MA | 701,355 | $240.6M | 4.44% | 2026-06-30 |
| 11 | Dev Kantesaria | Valley Forge Capital Management | 462,978 | $158.8M | 5.10% | 2026-06-30 |
| 12 | Francois Rochon | Giverny Capital Inc. | 407,345 | $142.9M | 4.77% | 2025-12-31 |
| 13 | David Rolfe | Wedgewood Partners Inc | 87,151 | $30.6M | 5.71% | 2025-12-31 |
| 14 | Thomas Russo | Gardner Russo & Quinn LLC | 87,256 | $29.9M | 0.34% | 2026-06-30 |
| 15 | Ray Dalio | Bridgewater Associates LP | 81,537 | $28.0M | 0.11% | 2026-06-30 |
| 16 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 55,140 | $19.3M | 2.92% | 2025-12-31 |
| 17 | Torray Funds | Torray Investment Partners LLC | 19,633 | $6.9M | 0.99% | 2025-12-31 |
| 18 | Stephen Mandel | Lone Pine Capital LLC | 15,217 | $5.3M | 0.04% | 2025-12-31 |
| 19 | Lindsell Train | Lindsell Train Ltd | 10,000 | $3.5M | 0.09% | 2025-12-31 |
| 20 | AKO Capital | Ako Capital LLP | 1,437,967 | $504K | 7.68% | 2025-12-31 |
| 21 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,149 | $403K | 0.04% | 2025-12-31 |
| 22 | Donald Yacktman | Yacktman Asset Management LP | 732 | $251K | 0.00% | 2026-06-30 |
| 23 | Olstein Capital Management | Olstein Capital Management LP | 6,000 | $2K | 0.43% | 2025-12-31 |
As of the latest 13F window, 23 tracked superinvestors hold V. The largest disclosed position is Viking Global at $2.19B (6.3% 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 V, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
23 hedge funds and family offices disclose a V position in their latest SEC 13F filing — combined $8.84B in market value. Of those, 6 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Viking Global | Viking Global Investors LP | 6,393,604 | $2.19B | 6.25% | 2026-06-30 |
| 2 | Terry Smith | Fundsmith LLP | 3,534,684 | $1.24B | 7.24% | 2025-12-31 |
| 3 | Polen Capital | Polen Capital Management LLC | 3,375,342 | $1.18B | 5.06% | 2025-12-31 |
| 4 | Egerton Capital | Egerton Capital (UK) LLP | 3,270,999 | $1.15B | 12.47% | 2025-12-31 |
| 5 | Bill Ackman | Pershing Square Capital Management, L.P. | 3,270,470 | $1.12B | 5.76% | 2026-06-30 |
| 6 | Chuck Akre | Akre Capital Management, LLC | 1,110,881 | $381.1M | 7.44% | 2026-06-30 |
| 7 | Tom Gayner | Markel Group Inc. | 1,013,912 | $347.9M | 2.65% | 2026-06-30 |
| 8 | Mairs & Power | Mairs & Power Inc | 802,518 | $281.5M | 2.71% | 2025-12-31 |
| 9 | Lee Ainslie | Maverick Capital Ltd | 776,863 | $272.5M | 2.93% | 2025-12-31 |
| 10 | Seth Klarman | BAUPOST GROUP LLC/MA | 701,355 | $240.6M | 4.44% | 2026-06-30 |
| 11 | Dev Kantesaria | Valley Forge Capital Management | 462,978 | $158.8M | 5.10% | 2026-06-30 |
| 12 | Francois Rochon | Giverny Capital Inc. | 407,345 | $142.9M | 4.77% | 2025-12-31 |
| 13 | David Rolfe | Wedgewood Partners Inc | 87,151 | $30.6M | 5.71% | 2025-12-31 |
| 14 | Thomas Russo | Gardner Russo & Quinn LLC | 87,256 | $29.9M | 0.34% | 2026-06-30 |
| 15 | Ray Dalio | Bridgewater Associates LP | 81,537 | $28.0M | 0.11% | 2026-06-30 |
| 16 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 55,140 | $19.3M | 2.92% | 2025-12-31 |
| 17 | Torray Funds | Torray Investment Partners LLC | 19,633 | $6.9M | 0.99% | 2025-12-31 |
| 18 | Stephen Mandel | Lone Pine Capital LLC | 15,217 | $5.3M | 0.04% | 2025-12-31 |
| 19 | Lindsell Train | Lindsell Train Ltd | 10,000 | $3.5M | 0.09% | 2025-12-31 |
| 20 | AKO Capital | Ako Capital LLP | 1,437,967 | $504K | 7.68% | 2025-12-31 |
| 21 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 1,149 | $403K | 0.04% | 2025-12-31 |
| 22 | Donald Yacktman | Yacktman Asset Management LP | 732 | $251K | 0.00% | 2026-06-30 |
| 23 | Olstein Capital Management | Olstein Capital Management LP | 6,000 | $2K | 0.43% | 2025-12-31 |
As of the latest 13F window, 23 tracked superinvestors hold V. The largest disclosed position is Viking Global at $2.19B (6.3% 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 V, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
