U

Unity Software Inc

2 super-investor ownerscombined $126Mlargest position 0.6%

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2 super-investors hold U worth a combined $126M. The largest position: Stanley Druckenmiller at 0.6% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 48 — ranked #54 of 724 scored stocks.

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Why super-investors own U

Cohort interest in U is thin but quietly firming: only two managers hold the stock, with combined exposure of $126M, and neither carries a position large enough to signal high conviction — the heaviest weighting, Druckenmiller's 0.6%, still sits at the margin of a typical portfolio. The one actionable data point this quarter is that Druckenmiller added to his $16M stake in 2026Q1, the sole move across the cohort. Greenblatt holds the larger absolute position at $109M but at just 0.1% of portfolio, suggesting a quantitative screen rather than a thematic bet. The owner count has held flat at one-to-two for eight quarters, so interest is stable rather than building.

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