Autodesk Inc. (ADSK)

Sector:Information Technology
Super Investor Stats:
Ownership count:2
Ownership rank:373
% of all portfolios:0.072%
Hold Price * :$243.49
History Portfolio Manager Activity Share change % change to portfolio
Q4  2023
William Von Mueffling - Cantillon Capital Management Add 35.06% 442,005 0.72
Polen Capital Management Reduce 4.26% 227,957 0.13
Q3  2023
William Von Mueffling - Cantillon Capital Management Reduce 0.39% 4,954 0.01
Polen Capital Management Reduce 2.39% 130,735 0.07
Q2  2023
William Von Mueffling - Cantillon Capital Management Add 6.35% 75,571 0.11
Polen Capital Management Reduce 30.34% 2,386,575 1.21
Valley Forge Capital Management Sell 100.00% 224,034 1.77
Q1  2023
Polen Capital Management Reduce 0.51% 40,399 0.02
William Von Mueffling - Cantillon Capital Management Reduce 1.58% 19,160 0.03
Lee Ainslie - Maverick Capital Sell 100.00% 26,062 0.12
Q4  2022
Lee Ainslie - Maverick Capital Add 13.67% 3,134 0.01
William Von Mueffling - Cantillon Capital Management Reduce 2.13% 26,347 0.04
Polen Capital Management Reduce 6.14% 517,423 0.28
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,221,479 3.91
Q3  2022
Lee Ainslie - Maverick Capital Add 134.20% 13,138 0.06
Polen Capital Management Add 0.04% 3,518 0.00
Stephen Mandel - Lone Pine Capital Buy 2,221,479 3.91
William Von Mueffling - Cantillon Capital Management Reduce 0.87% 10,836 0.02
Q2  2022
William Von Mueffling - Cantillon Capital Management Add 8.85% 101,299 0.15
Lee Ainslie - Maverick Capital Buy 9,790 0.04
Polen Capital Management Reduce 2.64% 228,722 0.10
Q1  2022
Polen Capital Management Add 18.74% 1,365,221 0.57
William Von Mueffling - Cantillon Capital Management Add 2.58% 28,763 0.04
Valley Forge Capital Management Reduce 11.66% 29,574 0.24
Q4  2021
Polen Capital Management Add 5.62% 387,529 0.18
William Von Mueffling - Cantillon Capital Management Reduce 6.83% 81,855 0.15
Lee Ainslie - Maverick Capital Sell 100.00% 5,583 0.02
Q3  2021
Polen Capital Management Add 14.53% 875,015 0.46
William Von Mueffling - Cantillon Capital Management Reduce 1.61% 19,580 0.04
Lee Ainslie - Maverick Capital Reduce 95.71% 124,498 0.45
Q2  2021
Polen Capital Management Add 5.34% 305,021 0.17
Valley Forge Capital Management Add 0.04% 100 0.00
Lee Ainslie - Maverick Capital Buy 130,081 0.36
William Von Mueffling - Cantillon Capital Management Reduce 1.27% 15,616 0.03
Q1  2021
Valley Forge Capital Management Add 84.20% 115,884 1.52
William Von Mueffling - Cantillon Capital Management Reduce 3.61% 46,254 0.09
Polen Capital Management Reduce 10.70% 684,721 0.43
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,212,480 2.46
Q4  2020
Polen Capital Management Add 1.37% 86,809 0.06
William Von Mueffling - Cantillon Capital Management Reduce 0.44% 5,646 0.01
Stephen Mandel - Lone Pine Capital Reduce 24.43% 715,191 0.80
Q3  2020
Stephen Mandel - Lone Pine Capital Add 39.95% 835,779 0.83
Polen Capital Management Add 4.44% 268,645 0.17
William Von Mueffling - Cantillon Capital Management Reduce 1.04% 13,547 0.03
Chris Hohn - TCI Fund Management Sell 100.00% 5,000 0.00
Q2  2020
Polen Capital Management Add 62.29% 2,320,782 1.68
Valley Forge Capital Management Add 27.37% 29,574 0.86
William Von Mueffling - Cantillon Capital Management Add 0.90% 11,647 0.02
Stephen Mandel - Lone Pine Capital Reduce 48.01% 1,931,517 2.37
Lee Ainslie - Maverick Capital Sell 100.00% 10,643 0.04
Q1  2020
Stephen Mandel - Lone Pine Capital Add 22.36% 735,213 0.70
Polen Capital Management Buy 3,725,811 2.52
William Von Mueffling - Cantillon Capital Management Reduce 0.13% 1,656 0.00
Lee Ainslie - Maverick Capital Reduce 34.33% 5,563 0.02
Chris Hohn - TCI Fund Management Reduce 95.58% 108,000 0.00
John Armitage - Egerton Capital Sell 100.00% 940,334 1.24
Q4  2019
William Von Mueffling - Cantillon Capital Management Buy 1,288,774 2.20
Stephen Mandel - Lone Pine Capital Reduce 27.06% 1,219,603 1.20
John Armitage - Egerton Capital Reduce 28.72% 378,823 0.50
Lee Ainslie - Maverick Capital Reduce 47.21% 14,495 0.04
Q3  2019
Lee Ainslie - Maverick Capital Add 159.74% 18,881 0.04
Stephen Mandel - Lone Pine Capital Add 12.98% 517,907 0.45
Chris Hohn - TCI Fund Management Buy 113,000 0.09
John Armitage - Egerton Capital Reduce 51.37% 1,393,723 1.48
Q2  2019
John Armitage - Egerton Capital Add 21.72% 484,101 0.58
Stephen Mandel - Lone Pine Capital Add 15.98% 549,792 0.56
Lee Ainslie - Maverick Capital Reduce 68.45% 25,640 0.07
Q1  2019
Lee Ainslie - Maverick Capital Add 26.94% 7,950 0.02
Stephen Mandel - Lone Pine Capital Reduce 10.33% 396,107 0.36
Chase Coleman - Tiger Global Management Sell 100.00% 879,000 0.75
Q4  2018
Lee Ainslie - Maverick Capital Add 70.78% 12,230 0.02
Stephen Mandel - Lone Pine Capital Buy 3,836,207 3.34
Q3  2018
Lee Ainslie - Maverick Capital Buy 17,280 0.03
Leon Cooperman Sell 100.00% 160,400 0.73
Q2  2018
Leon Cooperman Reduce 1.23% 2,000 0.01
Q1  2018
Leon Cooperman Reduce 3.56% 6,000 0.03
Q4  2017
Leon Cooperman Add 80.30% 75,000 0.30
Q2  2017
Leon Cooperman Buy 93,400 0.39
Q1  2016
Stephen Mandel - Lone Pine Capital Sell 100.00% 5,732,050 1.56
Q4  2015
Stephen Mandel - Lone Pine Capital Buy 5,732,050 1.56
Q3  2015
Stephen Mandel - Lone Pine Capital Sell 100.00% 6,158,948 1.37
Q2  2015
Stephen Mandel - Lone Pine Capital Reduce 24.00% 1,945,038 0.43
Lee Ainslie - Maverick Capital Sell 100.00% 1,084,740 1.02
Q1  2015
Lee Ainslie - Maverick Capital Buy 1,084,740 1.02
Stephen Mandel - Lone Pine Capital Reduce 43.97% 6,359,350 1.59
Q4  2014
Stephen Mandel - Lone Pine Capital Add 228.60% 10,061,891 2.58
Q3  2014
Stephen Mandel - Lone Pine Capital Buy 4,401,445 0.97
Q2  2013
Meridian Contrarian Fund Sell 100.00% 85,600 0.53
Q1  2013
ValueAct Capital Sell 100.00% 10,316,335 4.64
Q4  2012
ValueAct Capital Add 72.45% 4,334,211 1.95
Meridian Contrarian Fund Reduce 71.40% 213,700 1.22
Q3  2012
ValueAct Capital Add 149.02% 3,579,880 1.69
Meridian Contrarian Fund Reduce 34.22% 155,700 0.82
Q2  2012
ValueAct Capital Buy 2,402,244 1.24
Meridian Contrarian Fund Reduce 7.73% 38,100 0.21
Q1  2012
Meridian Contrarian Fund Reduce 10.54% 58,100 0.35
Q3  2011
Meridian Contrarian Fund Add 22.54% 101,400 0.45
Stephen Mandel - Lone Pine Capital Sell 100.00% 900,000 0.27
Q2  2011
Meridian Contrarian Fund Reduce 11.68% 59,500 0.28
Stephen Mandel - Lone Pine Capital Reduce 54.68% 1,086,061 0.33

* "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.