🧪 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: