KWEB

Kranesh Csi China Internet

2 super-investor ownerscombined $104Mlargest position 0.5%

1 TRIM

2 super-investors hold KWEB worth a combined $104M. The largest position: David Tepper at 0.5% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 33 — ranked #262 of 724 scored stocks.

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Why super-investors own KWEB

Interest in KWEB within this cohort is thin and showing no signs of broadening. Only two managers hold the ETF — David Tepper and Joel Greenblatt — with a combined $104M across both positions, though concentration is modest, topping out at just 0.5% of Tepper's portfolio. The cohort owner count has been flat at one-to-two holders for at least eight consecutive quarters, suggesting this is not a name attracting fresh conviction. The sole Q1 2026 move was Tepper trimming his $31M position, a signal that even the highest-conviction holder is reducing exposure. Greenblatt's $74M stake is the larger in dollar terms but represents only 0.1% of his portfolio. Overall momentum here is fading, not building.

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