MSCI
Msci Inc
6 super-investors hold MSCI worth a combined $1.01B. The largest position: Polen Capital Management at 3.5% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 32 — ranked #297 of 724 scored stocks.
Why super-investors own MSCI
Polen Capital Management dominates cohort ownership of MSCI, holding $501M at 3.5% portfolio concentration — the highest conviction reading in the group and accounting for roughly half the cohort's combined $1.0B exposure. The 2026Q1 quarter saw one move in each direction: Li Lu initiated a new position (0.3% of portfolio, $10M), while Valley Forge Capital Management exited entirely. No existing holders added or trimmed. The longer ownership trend is worth noting: the cohort count collapsed from 4 holders eight quarters ago down to 1 before recovering to the current 6, suggesting interest is tentatively rebuilding after a prolonged period of disengagement, though the base remains narrow and Polen's outsized stake means cohort conviction is effectively concentrated in a single manager.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (6) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 3.5% | 22q | $501M | 929,509 |
| 2 | Joel Greenblatt | 0.3% | 34q | $407M | 755,002 |
| 3 | Thomas Gayner | 0.6% | 40q | $77M | 142,850 |
| 4 | Li Lu | 0.3% | — 1q | $10M | 18,939 |
| 5 | Yacktman Asset Management | 0.1% | 8q | $6M | 10,900 |
| 6 | Jensen Investment Management | 0.1% | 9q | $4M | 7,750 |
- 1Polen Capital Managementport3.5%val$501M929,509 sh·22q held
- 2Joel Greenblattport0.3%val$407M755,002 sh·34q held
- 3Thomas Gaynerport0.6%val$77M142,850 sh·40q held
- 4Li Luport0.3%val$10M18,939 sh·—1q held
- 5Yacktman Asset Managementport0.1%val$6M10,900 sh·8q held
- 6Jensen Investment Managementport0.1%val$4M7,750 sh·9q held
Owners of MSCI also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Li Lu | NEW | 0.3% | +100% | $10M | May 15, 2026 |
| Valley Forge Capital Management | EXIT | 0.8% | -100% | $0 | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 55354G100. Not investment advice.