8 hedge funds and family offices disclose a YUMC position in their latest SEC 13F filing — combined $75.0M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | Duquesne Family Office LLC | 597,200 | $23.9M | 1.09% | 2017-09-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 453,156 | $23.6M | 0.11% | 2025-03-31 |
| 3 | Robert Vinall | RV Capital AG | 444,321 | $21.2M | 4.94% | 2025-12-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 86,045 | $4.5M | 0.01% | 2025-03-31 |
| 5 | Francois Rochon | Giverny Capital Inc. | 36,036 | $1.7M | 0.06% | 2025-12-31 |
| 6 | Thomas Russo | Gardner Russo & Quinn LLC | 1,200 | $48K | 0.00% | 2017-12-31 |
| 7 | Mason Hawkins | Southeastern Asset Management, Inc. | 1,013,378 | $46K | 0.66% | 2019-03-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 2,781 | $162 | 0.00% | 2021-09-30 |
As of the latest 13F window, 8 tracked superinvestors hold YUMC. The largest disclosed position is Stanley Druckenmiller at $23.9M (1.1% 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 YUMC, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
8 hedge funds and family offices disclose a YUMC position in their latest SEC 13F filing — combined $75.0M in market value. Of those, 2 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stanley Druckenmiller | Duquesne Family Office LLC | 597,200 | $23.9M | 1.09% | 2017-09-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 453,156 | $23.6M | 0.11% | 2025-03-31 |
| 3 | Robert Vinall | RV Capital AG | 444,321 | $21.2M | 4.94% | 2025-12-31 |
| 4 | Polen Capital | Polen Capital Management LLC | 86,045 | $4.5M | 0.01% | 2025-03-31 |
| 5 | Francois Rochon | Giverny Capital Inc. | 36,036 | $1.7M | 0.06% | 2025-12-31 |
| 6 | Thomas Russo | Gardner Russo & Quinn LLC | 1,200 | $48K | 0.00% | 2017-12-31 |
| 7 | Mason Hawkins | Southeastern Asset Management, Inc. | 1,013,378 | $46K | 0.66% | 2019-03-31 |
| 8 | Lee Ainslie | Maverick Capital Ltd | 2,781 | $162 | 0.00% | 2021-09-30 |
As of the latest 13F window, 8 tracked superinvestors hold YUMC. The largest disclosed position is Stanley Druckenmiller at $23.9M (1.1% 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 YUMC, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
