27 hedge funds and family offices disclose a CSCO position in their latest SEC 13F filing — combined $923.6M in market value. Of those, 7 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Bruce Berkowitz | Fairholme Capital Management LLC | 35,818,600 | $614.3M | 4.38% | 2011-03-31 |
| 2 | Daniel Loeb | Third Point LLC | 5,000,000 | $105.8M | 2.61% | 2012-03-31 |
| 3 | Harry Burn | Sound Shore Management Inc /CT/ | 1,018,729 | $54.8M | 2.10% | 2023-09-30 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 784,698 | $48.4M | 0.87% | 2025-03-31 |
| 5 | Ray Dalio | Bridgewater Associates LP | 462,267 | $35.6M | 0.13% | 2025-12-31 |
| 6 | Tom Gayner | Markel Group Inc. | 355,500 | $27.6M | 0.23% | 2026-03-31 |
| 7 | Donald Yacktman | Yacktman Asset Management LP | 210,580 | $16.3M | 0.22% | 2026-03-31 |
| 8 | Matrix Asset Advisors | Matrix Asset Advisors Inc/NY | 112,308 | $8.7M | 0.78% | 2025-12-31 |
| 9 | Thomas Russo | Gardner Russo & Quinn LLC | 148,750 | $3.5M | 0.18% | 2009-09-30 |
| 10 | Torray Funds | Torray Investment Partners LLC | 70,134 | $3.3M | 0.50% | 2024-06-30 |
| 11 | Mairs & Power | Mairs & Power Inc | 20,265 | $1.6M | 0.01% | 2025-12-31 |
| 12 | Chuck Akre | Akre Capital Management, LLC | 30,000 | $1.1M | 1.16% | 2000-12-31 |
| 13 | George Soros | Soros Fund Management LLC | 31,800 | $1.1M | 0.03% | 2017-03-31 |
| 14 | Stephen Mandel | Lone Pine Capital LLC | 16,280,627 | $416K | 4.68% | 2007-03-31 |
| 15 | Peter Thiel | Thiel Macro LLC | 16,386 | $395K | 0.51% | 2008-03-31 |
| 16 | AKO Capital | Ako Capital LLP | 3,113,706 | $240K | 3.65% | 2025-12-31 |
| 17 | Tweedy Browne | Tweedy Browne Company LLC | 2,793,769 | $177K | 5.62% | 2021-12-31 |
| 18 | Christopher Bloomstran | Semper Augustus Investments Group LLC | 1,425 | $110K | 0.02% | 2025-12-31 |
| 19 | Viking Global | Viking Global Investors LP | 2,857,400 | $70K | 0.39% | 2013-06-30 |
| 20 | Chuck Akre | Akre Capital Management LLC | 2,600,000 | $51K | 21.73% | 2012-12-31 |
| 21 | Polen Capital | Polen Capital Management LLC | 2,275,765 | $50K | 5.52% | 2010-09-30 |
| 22 | Chase Coleman | Tiger Global Management LLC | 1,955,000 | $33K | 1.31% | 2009-03-31 |
| 23 | Mark Hillman | Hillman Capital Management Inc | 114,012 | $6K | 2.30% | 2021-06-30 |
| 24 | Olstein Capital Management | Olstein Capital Management LP | 65,000 | $5K | 1.03% | 2025-12-31 |
| 25 | Christopher Davis | Davis Selected Advisers, LP | 198,451 | $4K | 0.01% | 2010-09-30 |
| 26 | Steven Romick | First Pacific Advisors LP | 35,000 | $1K | 0.02% | 2020-03-31 |
| 27 | David Rolfe | Wedgewood Partners Inc | 19,875 | $314 | 0.18% | 2001-03-31 |
As of the latest 13F window, 27 tracked superinvestors hold CSCO. The largest disclosed position is Bruce Berkowitz at $614.3M (4.4% 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 CSCO, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
