SNPS
Synopsys Inc
5 super-investors hold SNPS worth a combined $364M. The largest position: Polen Capital Management at 1.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 31 — ranked #345 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own SNPS
Polen Capital Management dominates the cohort's exposure, holding $266M at 1.8% of its portfolio — the only meaningful concentration among the five owners. Joel Greenblatt holds $79M but at just 0.1% of his book, and Christopher Davis, Duan Yongping, and Dodge & Cox together account for under $20M. The single noteworthy move this quarter was Duan Yongping initiating a new $4M position, the first addition to the cohort in eight quarters after zero ownership across the prior seven periods. No existing holder added or trimmed. With just five owners, maximum concentration at 1.8%, and only one new entrant at a negligible size, super-investor interest in SNPS remains narrow and largely static.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2018Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Polen Capital Management | 1.8% | 3q | $266M | 671,233 |
| 2 | Joel Greenblatt | 0.1% | 38q | $79M | 200,296 |
| 3 | Christopher Davis | <0.1% | 3q | $10M | 25,913 |
| 4 | Dodge & Cox Funds | <0.1% | 40q | $4M | 10,200 |
| 5 | Duan Yongping | <0.1% | — 1q | $4M | 10,000 |
Owners of SNPS also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Duan Yongping | NEW | <0.1% | +100% | $4M | May 19, 2026 |
Long US equity 13F-HR filings only. CUSIP 871607107. Not investment advice.