5
ETSY
Etsy Inc · Industrials
Consensus score 5/100 · #119 this quarter · tier-weighted across tracked managers
Holders
2
tracked managers
New this Q
1
opened a position
Avg weight
5.3%
of their portfolios
Combined value
$352M
held, at quarter-end
Who’s holding it Q3 2025, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Bares Capital Concentrated | 8.7% | $95M | TRIM |
| Lone Pine Capital Concentrated | 1.9% | $258M | 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.