CRCL
Circle Internet Group Inc
3 super-investors hold CRCL worth a combined $103M. The largest position: Duan Yongping at 0.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 38 — ranked #147 of 724 scored stocks.
Why super-investors own CRCL
Greenblatt holds the largest dollar position at $83M, though it represents just 0.1% of his portfolio — the same concentration as Duan Yongping, who initiated a $19M stake in 2026Q1, the only new entry this quarter. Polen Capital holds a negligible $1M. Cohort interest is thin: only three of roughly 80 tracked managers own the stock, combined at $103M, and the owner count has been flat or declining over the prior four quarters, ranging between one and two holders before Duan's addition nudged it to three. No manager added to an existing position or exited. The uniformly low portfolio weightings across all three holders suggest CRCL is a small, exploratory position for this cohort rather than a high-conviction bet.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2025Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 4q | $83M | 867,811 |
| 2 | Duan Yongping | 0.1% | — 1q | $19M | 200,000 |
| 3 | Polen Capital Management | <0.1% | — 1q | $1M | 13,098 |
Owners of CRCL also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | NEW | 0.1% | +100% | $19M | May 19, 2026 |
Long US equity 13F-HR filings only. CUSIP 172573107. Not investment advice.