TTWO
Take-two Interactive Softwre
2 super-investors hold TTWO worth a combined $506M. The largest position: Chase Coleman at 1.7% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Cohort Conviction Score: 19 — ranked #648 of 724 scored stocks.
Why super-investors own TTWO
Chase Coleman holds the dominant stake here, with $395M representing 1.7% of his portfolio — the only meaningful conviction position in a two-owner cohort whose combined value reaches $506M. Joel Greenblatt holds a nominal 0.1% slice worth $111M. Coleman trimmed his position this quarter (2026Q1) but remains the clear anchor; he has been the sole or primary holder across all eight quarters of available data, suggesting a long-running thesis rather than opportunistic trading. Cohort breadth is effectively flat — owner count has held at one or two throughout — signaling that broader super-investor interest in TTWO has neither built nor collapsed, leaving this as a Coleman-specific conviction with limited peer validation.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chase Coleman | 1.7% | 14q | $395M | 2,000,000 |
| 2 | Joel Greenblatt | 0.1% | 40q | $111M | 560,605 |
Owners of TTWO also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Chase Coleman | TRIM | 1.7% | -66% | $395M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 874054109. Not investment advice.