SYK
Stryker Corp
5 super-investors hold SYK worth a combined $752M. The largest position: Terry Smith at 8.8% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 39 — ranked #127 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own SYK
Terry Smith is the dominant force behind the cohort's $752M combined position in SYK, holding $390M at 8.8% of his portfolio — the highest concentration of any owner and a long-standing conviction that has anchored the group for at least eight quarters. The cohort sat at just one owner for seven consecutive quarters before AKO Capital initiated a new $82M position (1.6% of its portfolio) in 2026Q1, bringing the count to five — though Jensen Investment Management ($229M) and Joel Greenblatt ($50M) were already present. No existing holders trimmed or exited. Interest is modestly rising after a prolonged period of stasis, with AKO's entry the sole signal of broadening conviction within this cohort.
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 (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Terry Smith | 8.8% | 20q | $390M | 1,185,850 |
| 2 | Jensen Investment Management | 4.5% | 40q | $229M | 696,367 |
| 3 | AKO Capital | 1.6% | — 1q | $82M | 249,883 |
| 4 | Joel Greenblatt | <0.1% | 34q | $50M | 152,652 |
| 5 | Mairs & Power Funds | <0.1% | 15q | $1M | 4,155 |
Owners of SYK also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | NEW | 1.6% | +100% | $82M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 863667101. Not investment advice.