KEYS
Keysight Technologies IN
4 super-investors hold KEYS worth a combined $377M. The largest position: Francois Rochon at 3.3% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 30 — ranked #374 of 724 scored stocks.
Why super-investors own KEYS
Ownership of KEYS within this cohort is narrow and essentially static: four managers hold a combined $377M, but the cohort count has been unchanged for eight consecutive quarters, signaling neither growing nor fading interest at the group level. Francois Rochon carries the highest conviction at 3.3% of his portfolio ($91M), making him the clear anchor of the thesis. Joel Greenblatt holds the largest absolute position at $224M, though it represents only 0.2% of his portfolio. John Rogers and Jensen Investment Management round out a small, stable ownership base. No manager added, trimmed, started, or exited in 2026Q1, leaving this a story of patient, concentrated holding by Rochon rather than any building momentum across the cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2019Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.2% | 37q | $224M | 791,836 |
| 2 | Francois Rochon | 3.3% | 29q | $91M | 323,184 |
| 3 | John Rogers | 0.6% | 38q | $58M | 204,324 |
| 4 | Jensen Investment Management | 0.1% | 12q | $5M | 16,962 |
Owners of KEYS also hold
Long US equity 13F-HR filings only. CUSIP 49338L103. Not investment advice.