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CSCO —
CISCO SYS INC
CUSIP: 17275R102 · Held by 11 superinvestors · Combined value: $2,002,497,541
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.2% | $1,511,101,746 | 19,617,055 | ADD | +8,499,121 |
| 2 | AKO Capital | 3.6% | $239,849,000 | 3,113,706 | NEW BUY | +3,113,706 |
| 3 | Richard Pzena | 0.3% | $107,562,843 | 1,396,376 | REDUCE | -148,001 |
| 4 | Ray Dalio | 0.1% | $35,608,427 | 462,267 | REDUCE | -1,324,221 |
| 5 | Tom Gayner | 0.2% | $27,384,165 | 355,500 | - | - |
| 6 | FPA Queens Road | 0.9% | $26,968,212 | 350,100 | REDUCE | -640 |
| 7 | Yacktman Asset Mgmt | 0.4% | $26,239,345 | 340,638 | REDUCE | -19,538 |
| 8 | Dodge & Cox | 0.0% | $12,564,673 | 163,114 | REDUCE | -54,675 |
| 9 | David Katz | 0.8% | $8,651,117 | 112,308 | REDUCE | -22,042 |
| 10 | Robert Olstein | 1.0% | $5,007,000 | 65,000 | REDUCE | -21,000 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| AKO Capital | NEW BUY | +3,113,706 | New |
| Ken Griffin | ADD | +8,499,121 | +76.4% |
| David Katz | REDUCE | -22,042 | -16.4% |
| Dodge & Cox | REDUCE | -54,675 | -25.1% |
| FPA Queens Road | REDUCE | -640 | -0.2% |
| Mairs & Power | REDUCE | -639 | -3.1% |
| Ray Dalio | REDUCE | -1,324,221 | -74.1% |
| Richard Pzena | REDUCE | -148,001 | -9.6% |
| Robert Olstein | REDUCE | -21,000 | -24.4% |
| Yacktman Asset Mgmt | REDUCE | -19,538 | -5.4% |
| Jim Simons | SOLD | -1,541,505 | Exit |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | NEW BUY | +1,541,505 | New |
| Mairs & Power | ADD | +863 | +4.3% |
| Tom Gayner | ADD | +6,000 | +1.7% |
| David Katz | REDUCE | -26,914 | -16.7% |
| Dodge & Cox | REDUCE | -403,666 | -65.0% |
| FPA Queens Road | REDUCE | -65 | - |
| Ken Griffin | REDUCE | -12,437,231 | -52.8% |
| Ray Dalio | REDUCE | -87,644 | -4.7% |
| Richard Pzena | REDUCE | -55,576 | -3.5% |
| Robert Olstein | REDUCE | -12,000 | -12.2% |
| Yacktman Asset Mgmt | REDUCE | -25,924 | -6.7% |
Who Owns CSCO? Superinvestor Holdings
CISCO SYS INC is held by 11 tracked superinvestors, with a combined position value of $2.0 billion . The largest positions are held by Ken Griffin (0.2% of portfolio), AKO Capital (3.6% of portfolio), Richard Pzena (0.3% of portfolio).
In the most recent quarter, 2 superinvestors added or initiated positions while 8 reduced or exited.