- Quarter end
- 31 Dec 2024
- the date the book describes
- Filed
- 14 Feb 2025
- latest of these filings; the earliest 31 Jan 2025
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q3 2024 and Q4 2024; 10 listed it in both
- Shares listed
- 46,354,417
- combined, among listed positions
- Reported value
- $3.3bn
- combined, at the quarter end
Among the 94 comparable managers: 10 buyers (opened or added shares) and 5 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 Q4 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Polen Capital Management LLCnew position · 6,497,188 shares now+6,497,188
- Tiger Global Management LLCnew position · 3,245,109 shares now+3,245,109
- Invesco Ltdexisting position · 4,234,995 shares now+486,045
- Soroban Capital Partners LPnew position · 472,912 shares now+472,912
- Bridgewater Associates LPexisting position · 879,915 shares now+456,842
Reductions
- MFS Investment Managementexisting position · 7,093,743 shares now-4,286,449
- Baillie Gifford & Coexisting position · 7,911,598 shares now-887,533
- Point72 Asset Management LPexisting position · 417,487 shares now-228,965
- Viking Global Investors LPexisting position · 1,162,703 shares now-98,492
New positions and exits
New (3)
Exited (1)
- Artisan Partners LPwas $425m
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 →