PCOR

Procore Technologies Inc

2 super-investor ownerscombined $146Mlargest position 4.6%

1 TRIM

2 super-investors hold PCOR worth a combined $146M. The largest position: Dennis Hong at 4.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 16 — ranked #692 of 724 scored stocks.

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Why super-investors own PCOR

Interest in PCOR within this cohort is narrow and has been stable rather than growing, with only two holders carrying a combined $146M position. Chase Coleman dominates the dollar exposure at $133M, though at just 0.6% of his portfolio it represents a relatively low-conviction line for him. Dennis Hong holds the higher concentration at 4.6% of portfolio despite a much smaller absolute position of $12M — and he trimmed this quarter, the only cohort activity in 2026Q1. Owner count peaked at three for two quarters before retreating to two, where it has remained for the past four consecutive quarters, suggesting fading rather than building enthusiasm across the cohort.

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