0
8TG
THERMON GROUP HLDGS INC
Consensus score 0/100 · #267 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
2.7%
of their portfolios
Combined value
$5M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Abdiel Capital Concentrated growth | 5.5% | $5M | TRIM |
| Polen Capital Quality growth | 0.0% | $477K | NEW |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.