EWBC
East West Bancorp Inc
3 super-investors hold EWBC worth a combined $341M. The largest position: Li Lu at 9.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #299 of 724 scored stocks.
Why super-investors own EWBC
Li Lu dominates this story: his $296M position represents 9.3% of his portfolio, making EWBC one of his highest-conviction holdings and accounting for roughly 87% of the cohort's combined $341M exposure. Joel Greenblatt and Lee Ainslie hold token positions that barely register as portfolio weights. The ownership count has been locked at one meaningful holder for eight consecutive quarters, with no new entrants, additions, trims, or exits in 2026Q1 — the cohort is essentially frozen. Interest is neither rising nor fading; it is static. This is effectively a Li Lu thesis with two minor satellites, and the broader super-investor community has shown no inclination to follow his lead.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Li Lu | 9.3% | 13q | $296M | 2,776,351 |
| 2 | Joel Greenblatt | <0.1% | 37q | $43M | 406,556 |
| 3 | Lee Ainslie | <0.1% | 5q | $2M | 14,203 |
Owners of EWBC also hold
Long US equity 13F-HR filings only. CUSIP 27579R104. Not investment advice.