1
ADBE
ADOBE INC · Information Technology
Consensus score 1/100 · #252 this quarter · tier-weighted across tracked managers
Holders
4
tracked managers
New this Q
1
opened a position
Avg weight
0.4%
of their portfolios
Combined value
$263M
held, at quarter-end
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Cantillon Capital Concentrated | 1.6% | $248M | TRIM |
| Lindsell Train Concentrated | 0.1% | $2M | ADD |
| Davis Advisors Concentrated | 0.1% | $11M | NEW |
| Polen Capital Quality growth | 0.0% | $3M | TRIM |
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.