2 Lindsell Train Global Equity discloses 2 new positions $SAP: "at the heart of large enterprises’ operations, and would be the last service (they) would ever consider cancelling" $KKR: "attractive look-through exposure to market growth ... earn steady recurring management fees" 3 comments · 17h ago · by Librarian Capital #$kkr#$sap
0 Ruane Cunniff & Goldfarb (Sequoia) just filed its Q2 2026 13F. 🐋 Managed by John Harris · $6.4B across 54 holdings 🟢 Bought: $ROP, $ICLR, $SAP, $SDHC +6 more 🔴 Sold: $TSM, $ZTS, $GOOGL, $ICE +27 more 1 comment · 19h ago · by fundfollower.bsky.social #$googl#$ice#$iclr
0 Windacre Partnership just filed its Q2 2026 13F. 🐋 Managed by Snehal Amin · $10.1B across 11 holdings 🟢 Bought: $TDG, $ROP, $EXPE, $SAP +2 more 🔴 Sold: $AMZN, $TSM, $PRM, $NVDA 1 comment · 19h ago · by fundfollower.bsky.social #$amzn#$expe#$nvda
