Adobe Inc. (ADBE)

Sector:Information Technology
Super Investor Stats:
Ownership count:9
Ownership rank:29
% of all portfolios:0.231%
Hold Price * :$517.78
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Polen Capital Management Add 24.26% 646,442 0.86
William Von Mueffling - Cantillon Capital Management Add 18.17% 79,898 0.25
Viking Global Investors Add 15.14% 344,771 0.65
Torray Funds Add 0.23% 31 0.00
Jensen Investment Management Reduce 0.38% 170 0.00
Hillman Value Fund Reduce 29.29% 4,100 0.96
David Tepper - Appaloosa Management Reduce 44.44% 160,000 1.23
Lee Ainslie - Maverick Capital Sell 100.00% 888 0.01
Q2  2024
Viking Global Investors Add 304.70% 1,714,079 3.66
Wallace Weitz - Weitz Large Cap Equity Fund Add 33.33% 10,000 0.63
David Tepper - Appaloosa Management Add 2.86% 10,000 0.09
Torray Funds Add 0.46% 61 0.01
Hillman Value Fund Buy 14,000 2.83
William Von Mueffling - Cantillon Capital Management Reduce 4.35% 19,986 0.07
Polen Capital Management Reduce 6.03% 170,936 0.24
Lee Ainslie - Maverick Capital Reduce 76.66% 2,916 0.03
Q1  2024
Lee Ainslie - Maverick Capital Add 46.48% 1,207 0.01
William Von Mueffling - Cantillon Capital Management Add 20.22% 77,309 0.25
Torray Funds Add 7.35% 911 0.07
David Tepper - Appaloosa Management Buy 350,000 2.64
Viking Global Investors Buy 562,548 1.06
Jensen Investment Management Reduce 0.05% 20 0.00
Polen Capital Management Reduce 31.75% 1,319,165 1.54
Q4  2023
Jensen Investment Management Reduce 1.64% 735 0.00
William Von Mueffling - Cantillon Capital Management Reduce 2.35% 9,214 0.04
Polen Capital Management Reduce 3.90% 168,766 0.24
Torray Funds Reduce 8.89% 1,210 0.12
Lee Ainslie - Maverick Capital Reduce 35.51% 1,430 0.02
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 47.83% 27,500 1.90
Hillman Value Fund Sell 100.00% 14,600 3.69
Bill & Melinda Gates Foundation Trust Sell 100.00% 5,485 0.01
Q3  2023
Lee Ainslie - Maverick Capital Add 732.02% 3,543 0.04
Bill & Melinda Gates Foundation Trust Buy 5,485 0.01
Jensen Investment Management Reduce 0.25% 112 0.00
William Von Mueffling - Cantillon Capital Management Reduce 0.39% 1,532 0.01
Torray Funds Reduce 3.75% 530 0.05
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 4.17% 2,500 0.16
Polen Capital Management Reduce 6.64% 307,486 0.41
Chuck Akre - Akre Capital Management Sell 100.00% 1,064,081 4.34
Q2  2023
William Von Mueffling - Cantillon Capital Management Add 6.40% 23,646 0.08
Lindsell Train Add 5.95% 200 0.00
Torray Funds Reduce 1.26% 181 0.02
Polen Capital Management Reduce 4.51% 218,591 0.27
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.69% 5,000 0.30
Chuck Akre - Akre Capital Management Reduce 11.26% 135,000 0.55
Lee Ainslie - Maverick Capital Reduce 77.15% 1,634 0.03
Valley Forge Capital Management Sell 100.00% 246,305 3.59
AKO Capital Sell 100.00% 216,689 1.27
Q1  2023
Lee Ainslie - Maverick Capital Add 24.15% 412 0.00
Lindsell Train Add 11.63% 350 0.00
Torray Funds Reduce 0.01% 2 0.00
Jensen Investment Management Reduce 0.36% 162 0.00
William Von Mueffling - Cantillon Capital Management Reduce 1.97% 7,444 0.02
Chuck Akre - Akre Capital Management Reduce 3.27% 40,477 0.14
Polen Capital Management Reduce 22.65% 1,420,086 1.44
AKO Capital Reduce 67.11% 442,062 2.59
Terry Smith - Fundsmith Sell 100.00% 2,109,326 3.24
Q4  2022
Lindsell Train Add 20.40% 510 0.00
Torray Funds Add 1.57% 222 0.01
Jensen Investment Management Add 0.50% 224 0.00
Lee Ainslie - Maverick Capital Buy 1,706 0.01
Terry Smith - Fundsmith Reduce 0.09% 1,971 0.00
William Von Mueffling - Cantillon Capital Management Reduce 1.47% 5,640 0.02
Polen Capital Management Reduce 9.53% 660,748 0.65
AKO Capital Reduce 16.59% 131,047 0.71
Chuck Akre - Akre Capital Management Reduce 25.59% 426,337 1.30
Q3  2022
Wallace Weitz - Weitz Large Cap Equity Fund Add 8.33% 5,000 0.20
AKO Capital Add 3.29% 25,186 0.11
Polen Capital Management Add 1.11% 76,097 0.06
Torray Funds Add 0.41% 58 0.00
Chuck Akre - Akre Capital Management Add 0.33% 5,500 0.01
Terry Smith - Fundsmith Add 0.12% 2,449 0.00
William Von Mueffling - Cantillon Capital Management Reduce 0.77% 2,972 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 3,896 0.04
Q2  2022
Lee Ainslie - Maverick Capital Add 78.14% 1,709 0.02
Terry Smith - Fundsmith Add 9.65% 185,651 0.29
Chuck Akre - Akre Capital Management Add 5.95% 93,305 0.27
AKO Capital Add 3.94% 28,960 0.15
Polen Capital Management Add 2.89% 192,328 0.19
Wallace Weitz - Weitz Large Cap Equity Fund Buy 60,000 2.86
William Von Mueffling - Cantillon Capital Management Buy 385,562 1.18
Jensen Investment Management Reduce 0.01% 5 0.00
Torray Funds Reduce 3.41% 496 0.03
Q1  2022
AKO Capital Add 96.43% 361,134 1.78
Polen Capital Management Add 22.48% 1,222,654 1.09
Torray Funds Add 18.87% 2,308 0.17
Chuck Akre - Akre Capital Management Add 2.42% 37,000 0.12
Terry Smith - Fundsmith Buy 1,923,197 3.01
Hillman Value Fund Buy 14,600 2.82
Jensen Investment Management Reduce 1.09% 495 0.00
Lee Ainslie - Maverick Capital Reduce 98.34% 129,473 1.18
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,093,713 2.54
Chase Coleman - Tiger Global Management Sell 100.00% 737,500 0.91
Q4  2021
Valley Forge Capital Management Add 23.11% 46,228 0.99
AKO Capital Add 4.09% 14,706 0.08
Chuck Akre - Akre Capital Management Add 0.01% 105 0.00
Jensen Investment Management Reduce 0.22% 100 0.00
Torray Funds Reduce 2.53% 318 0.03
Polen Capital Management Reduce 4.64% 264,511 0.25
Lee Ainslie - Maverick Capital Reduce 18.46% 29,809 0.20

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.