CSCO

Cisco Systems Inc

9 super-investor ownerscombined $786Mlargest position 5.4%

1 TRIM

9 of the 83 super-investors we track hold CSCO, worth a combined $786M per their latest 13F filings. The largest position: AKO Capital at 5.4% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 37 of 100 (how strongly the cohort backs it) — ranked #164 of 742 stocks. The stock is up 7.4x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction easing: 1 fewer super-investor hold it than in 2026Q1.

Held through it: Tweedy Browne (49q straight), Yacktman Asset Management (49q straight), David Katz (48q straight) and 14 more. All multibaggers the cohort held →

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Why super-investors own CSCO

CSCO is held by 9 super-investors in our cohort, with a combined position value of $786M. The highest-conviction owner is AKO Capital at 5.4% of their portfolio. Cohort ownership has shrunk from 9 to 8 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 8

Peak: 15

Owners (9) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Joel Greenblatt	0.2%	39q	$341M	2,902,170
2	AKO Capital	5.4%	3q	$232M	1,971,628
3	Richard Pzena	0.4%	40q	$151M	1,281,329
4	Thomas Gayner	0.3%	40q	$42M	355,500
5	Dodge & Cox Funds	<0.1%	40q	$10M	88,409
6	Robert Olstein	0.8%	40q	$4M	46,000
7	Tweedy Browne	0.3%	40q	$3M	29,397
8	Mairs & Power Funds	<0.1%	40q	$2M	19,731
9	Lee Ainslie	<0.1%	14q	$1M	11,722