Thread by @BrianFeroldi

Here are some of the big investors that track:

Altarock Partners
AKO Capital
Appaloosa
Akre Capital
Broad Run
Dorsey Asset
Duquense
Ensemble
Fundsmith
Polen Capital
Third Point

Here are their current top 10 holdings (in order) and links to their latest buys/sells ⬇️

Altarock Partners

Top 7

$TDG
$CHTR
$GOOGL
$FB
$MCO
$MA
$V

whalewisdom.com/filer/altarock…

AKO Capital

Top 10 (in order):

$LIN
$BKNG
$EBAY
$V
$EL
$GOOG
$NKE
$RACE
$OTIS
$PG

whalewisdom.com/filer/ako-capi…

Appaloosa: (David Tepper)

Top 10:

$TMUS
$AMZN
$MU
$FB
$PCG
$GOOG
$BABA
$TWTR
$HCA
$ET
$MA

whalewisdom.com/filer/appaloos…

Broad Run

Top 10

$ORLY
$BAM
$AMT
$KMX
$MKL
$AON
$ECPG
$AMWD
$SSNC
$NVR

whalewisdom.com/filer/broad-ru…

Dorsey Asset Management (Pat Dorsey)

Top 9

$FB
$WIX
$SMAR
$GOOG
$EBAY
$UPWK
$PYPL
$DESP
$ROKU

whalewisdom.com/filer/dorsey-a…

Duquesne Family Office (Stanley Druckenmiller)

Top 10

$MSFT
$TMUS
$AMZN
$SBUX
$FCX
$PANW
$SE
$PENN
$NUAN
$DIS

whalewisdom.com/filer/duquesne…

Ensemble Capital

Top 10

$NFLX
$FRC
$HD
$MA
$RACE
$GOOGL
$ISRG
$MASI
$BR
$BNKG

whalewisdom.com/filer/ensemble…

@FundsmithLLP (Terry Smith)

Top 10

$PYPL
$MSFT
$IDXX
$EL
$INTU
$SYK
$PM
$MKC
$PEP

whalewisdom.com/filer/fundsmit…

Polen Capital Management

Top 10

$MSFT
$FB
$GOOG
$ADBE
$ABT
$V
$MA
$ACN
$ADSK
$ZTS

whalewisdom.com/filer/polen-ca…

Third Point

Top 10

$PCG
$DIS
$DHR
$IAA
$UPST
$CHTR
$AMZN
$GOOG
$BURL
$INTU

whalewisdom.com/filer/third-po…

That *I* track

Let me just use that handy Twitter edit button.......