ADBE
Adobe Inc
13 super-investors hold ADBE worth a combined $1.58B. The largest position: Hillman Capital Management at 2.7% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 44 — ranked #84 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own ADBE
Ownership within the cohort jumped sharply to 13 in 2026Q1, the highest level in the tracked history, driven primarily by Samantha McLemore initiating a new position worth $72M at 2.7% of her portfolio — the equal-highest concentration in the cohort. Lindsell Train also added to its existing stake. The owner count had been as low as 2 just two quarters prior, making the current 13-holder figure a meaningful inflection. Bill Nygren and Dodge & Cox anchor the cohort by dollar value at $558M and $607M respectively, though both are modest allocations relative to their fund sizes. No one trimmed or exited this quarter, reinforcing that interest is clearly rising rather than fading.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (13) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.3% | 40q | $607M | 2,495,595 |
| 2 | Bill Nygren | 0.7% | 4q | $558M | 2,293,821 |
| 3 | William Von Mueffling | 1.6% | 16q | $248M | 1,019,710 |
| 4 | Samantha McLemore | 2.7% | — 1q | $72M | 297,279 |
| 5 | Joel Greenblatt | <0.1% | 40q | $61M | 249,068 |
| 6 | Christopher Davis | 0.1% | — 1q | $11M | 45,139 |
| 7 | Jensen Investment Management | 0.2% | 40q | $8M | 33,832 |
| 8 | Robert Olstein | 1.3% | 4q | $6M | 25,000 |
| 9 | Hillman Capital Management | 2.7% | 16q | $4M | 16,200 |
| 10 | Polen Capital Management | <0.1% | 40q | $3M | 11,868 |
| 11 | Lindsell Train | 0.1% | 24q | $2M | 7,000 |
| 12 | Mairs & Power Funds | <0.1% | 40q | $488K | 2,009 |
| 13 | Richard Pzena | <0.1% | 4q | $246K | 1,010 |
- 1Dodge & Cox Fundsport0.3%val$607M2,495,595 sh·40q held
- 2Bill Nygrenport0.7%val$558M2,293,821 sh·4q held
- 3William Von Muefflingport1.6%val$248M1,019,710 sh·16q held
- 4Samantha McLemoreport2.7%val$72M297,279 sh·—1q held
- 5Joel Greenblattport<0.1%val$61M249,068 sh·40q held
- 6Christopher Davisport0.1%val$11M45,139 sh·—1q held
- 7Jensen Investment Managementport0.2%val$8M33,832 sh·40q held
- 8Robert Olsteinport1.3%val$6M25,000 sh·4q held
- 9Hillman Capital Managementport2.7%val$4M16,200 sh·16q held
- 10Polen Capital Managementport<0.1%val$3M11,868 sh·40q held
- 11Lindsell Trainport0.1%val$2M7,000 sh·24q held
- 12Mairs & Power Fundsport<0.1%val$488K2,009 sh·40q held
- 13Richard Pzenaport<0.1%val$246K1,010 sh·4q held
Owners of ADBE also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Samantha McLemore | NEW | 2.7% | +100% | $72M | May 14, 2026 |
| Lindsell Train | ADD | 0.1% | +32% | $2M | Apr 24, 2026 |
Long US equity 13F-HR filings only. CUSIP 00724F101. Not investment advice.