🧪 Finding ideas from other investors

Each quarter large US funds are required to disclose their holdings in US companies. These filings are called 13Fs and they can be a useful source of investment ideas.

There are multiple funds that I follow, either because of their track record, consistency or investment style. They are:

Akre Focus
Altarock
AKO Capital
Blackrock Unconstrained Equity
Blue Whale Capital
Findley Park American Fund
Fundsmith Equity
TCI
Triple Frond
Valley Forge Capital

There are a few things these funds all have in common: