- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 15 May 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 16
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 11 listed it in both
- Shares listed
- 47,872,944
- combined, among listed positions
- Reported value
- $3.8bn
- combined, at the quarter end
Among the 95 comparable managers: 11 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing CSGP in Q1 2025
16 of 16 holders
Largest increases and reductions, by shares
Increases
- Third Point LLCnew position · 1,975,000 shares now+1,975,000
- Soroban Capital Partners LPexisting position · 1,050,747 shares now+577,835
- Baillie Gifford & Coexisting position · 8,436,199 shares now+524,601
- Freestone Grove Partners LPnew position · 306,621 shares now+306,621
- Bridgewater Associates LPexisting position · 985,993 shares now+106,078
Reductions
- D. E. Shaw & Co.existing position · 916,692 shares now-516,038
- MFS Investment Managementexisting position · 6,619,472 shares now-474,271
- Akre Capital Management LLCexisting position · 9,313,592 shares now-288
New positions and exits
New (3)
Exited (1)
- Viking Global Investors LPwas $83m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 6 | $486m | n.a. | n.a. |
| Q3 2013 | 6 | $610m | n.a. | n.a. |
| Q4 2013 | 7 | $827m | n.a. | n.a. |
| Q1 2014 | 11 | $885m | n.a. | n.a. |
| Q2 2014 | 8 | $740m | n.a. | n.a. |
| Q3 2014 | 7 | $618m | n.a. | n.a. |
| Q4 2014 | 8 | $815m | n.a. | n.a. |
| Q1 2015 | 9 | $1.2bn | n.a. | n.a. |
| Q2 2015 | 8 | $1.2bn | n.a. | n.a. |
| Q3 2015 | 7 | $1.1bn | n.a. | n.a. |
| Q4 2015 | 8 | $1.3bn | n.a. | n.a. |
| Q1 2016 | 10 | $1.1bn | n.a. | n.a. |
| Q2 2016 | 9 | $1.1bn | n.a. | n.a. |
| Q3 2016 | 10 | $1.1bn | n.a. | n.a. |
| Q4 2016 | 9 | $827m | n.a. | n.a. |
| Q1 2017 | 8 | $1.1bn | n.a. | n.a. |
| Q2 2017 | 13 | $2.3bn | n.a. | n.a. |
| Q3 2017 | 15 | $2.8bn | n.a. | n.a. |
| Q4 2017 | 16 | $3.2bn | n.a. | n.a. |
| Q1 2018 | 14 | $3.7bn | n.a. | n.a. |
| Q2 2018 | 13 | $3.9bn | n.a. | n.a. |
| Q3 2018 | 19 | $4.0bn | n.a. | n.a. |
| Q4 2018 | 16 | $2.8bn | n.a. | n.a. |
| Q1 2019 | 18 | $3.7bn | n.a. | n.a. |
| Q2 2019 | 17 | $4.3bn | n.a. | n.a. |
| Q3 2019 | 26 | $4.9bn | n.a. | n.a. |
| Q4 2019 | 19 | $5.0bn | n.a. | n.a. |
| Q1 2020 | 20 | $5.4bn | n.a. | n.a. |
| Q2 2020 | 18 | $7.4bn | n.a. | n.a. |
| Q3 2020 | 20 | $8.8bn | n.a. | n.a. |
| Q4 2020 | 21 | $9.3bn | n.a. | n.a. |
| Q1 2021 | 19 | $8.6bn | n.a. | n.a. |
| Q2 2021 | 21 | $8.4bn | n.a. | n.a. |
| Q3 2021 | 15 | $8.4bn | n.a. | n.a. |
| Q4 2021 | 19 | $6.9bn | n.a. | n.a. |
| Q1 2022 | 18 | $5.0bn | n.a. | n.a. |
| Q2 2022 | 23 | $5.0bn | n.a. | n.a. |
| Q3 2022 | 20 | $5.0bn | n.a. | n.a. |
| Q4 2022 | 22 | $5.3bn | n.a. | n.a. |
| Q1 2023 | 19 | $4.3bn | n.a. | n.a. |
| Q2 2023 | 15 | $5.5bn | n.a. | n.a. |
| Q3 2023 | 16 | $4.6bn | n.a. | n.a. |
| Q4 2023 | 13 | $5.1bn | 6 | 7 |
| Q1 2024 | 13 | $5.7bn | 6 | 6 |
| Q2 2024 | 15 | $4.1bn | 12 | 3 |
| Q3 2024 | 13 | $3.8bn | 8 | 4 |
| Q4 2024 | 15 | $3.3bn | 10 | 5 |
| Q1 2025 | 16 | $3.8bn | 11 | 4 |
| Q2 2025 | 16 | $4.5bn | 9 | 7 |
| Q3 2025 | 14 | $4.8bn | 6 | 9 |
| Q4 2025 | 13 | $4.5bn | 20 | 14 |
| Q1 2026 | 14 | $3.0bn | 23 | 18 |
| Q2 2026 | 15 | $1.8bn | 26 | 12 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
CSGP and V →CSGP and MA →CSGP and MCO →Choose a stock to compare with CSGP →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own CSGP, latest filings →Back to the 13F Explorer →