EdgeMarket › What Bloombergsen Inc. reported owning
What Bloombergsen Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.3BPositions
30Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| HCA HCA Healthcare, Inc. | 117.1M | 8.9% | 247.4K | 429.19 | +4.6% |
| PGR PROGRESSIVE CORP/OH/ | 107.0M | 8.1% | 539.9K | 219.28 | -13.2% |
| CPAY CORPAY, INC. | 95.0M | 7.2% | 326.4K | 417.13 | +31.8% |
| AON Aon plc | 82.0M | 6.2% | 254.0K | 355.11 | -5.1% |
| PNFP Pinnacle Financial Partners, Inc. | 66.7M | 5.1% | 774.4K | 102.26 | +10.1% |
| SUNB Sunbelt Rentals Holdings, Inc. | 66.4M | 5.1% | 1.0M | 76.88 | — |
| BKNG Booking Holdings Inc. | 65.0M | 4.9% | 15.4K | 209.62 | -7.1% |
| CIGI Colliers International Group Inc. | 60.4M | 4.6% | 565.3K | 107.06 | -34.2% |
| HURN Huron Consulting Group Inc. | 55.6M | 4.2% | 436.1K | 161.64 | +19.5% |
| WRB BERKLEY W R CORP | 43.6M | 3.3% | 657.3K | 68.60 | -5.6% |
| NOW ServiceNow, Inc. | 37.5M | 2.9% | 358.9K | 128.48 | -27.8% |
| CBZ CBIZ, Inc. | 26.7M | 2.0% | 994.0K | 54.66 | -14.6% |
| UNH UNITEDHEALTH GROUP INC | 18.2M | 1.4% | 67.2K | 390.11 | +30.1% |
| CI Cigna Group | 16.9M | 1.3% | 63.5K | 277.51 | -8.9% |
| W Wayfair Inc. | 6.0M | 0.5% | 79.8K | 101.52 | +27.0% |
| CVNA CARVANA CO. | 5.4M | 0.4% | 17.2K | 69.91 | +3.2% |
| FA FIRST ADVANTAGE CORP | 4.7M | 0.4% | 398.8K | 20.90 | +26.6% |
| TDUP ThredUp Inc. | 4.4M | 0.3% | 1.4M | 2.79 | -73.8% |
| UBER Uber Technologies, Inc | 2.5M | 0.2% | 35.4K | 78.80 | -15.9% |
| DASH DoorDash, Inc. | 2.4M | 0.2% | 15.9K | 223.49 | -8.3% |
| TOST Toast, Inc. | 1.8M | 0.1% | 67.4K | 36.64 | -13.6% |
| AFRM Affirm Holdings, Inc. | 1.7M | 0.1% | 36.9K | 77.03 | +5.5% |
| MEDP Medpace Holdings, Inc. | 1.3M | 0.1% | 2.6K | 620.75 | +33.3% |
| KVYO Klaviyo, Inc. | 1.2M | 0.1% | 61.6K | 18.33 | -41.4% |
| ZS Zscaler, Inc. | 1.1M | 0.1% | 8.2K | 181.75 | -33.6% |
| ROOT Root, Inc. | 1.1M | 0.1% | 25.6K | 55.79 | -35.7% |
| SWIM Latham Group, Inc. | 1.0M | 0.1% | 192.6K | 7.03 | -6.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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