Which hedge funds own EL? LAUDER ESTEE COS INC, Q2 2026 13F holders
65 tracked hedge funds disclosed a position in EL (LAUDER ESTEE COS INC) in their Q2 2026 13F filings, worth $755.2m in total. The largest holder by portfolio weight is Varenne Capital Partners at 4.7% of its book. 13 opened a new position this quarter: Varenne Capital Partners, PDT Partners, LLC, Fox Run Management, L.L.C., Cinctive Capital Management LP. 18 exited: Alphadyne Asset Management LP, Laurion Capital Management LP, iSAM Funds (UK) Ltd.
- 65
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 13
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 18
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $127m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $81.9m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $755m
- Combined value Sum of the holders' reported positions in the security.
- 5.2%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Alphadyne Asset Management LP | 0.8% | $6.0m |
| Laurion Capital Management LP | 0.3% | $3.5m |
| iSAM Funds (UK) Ltd | 0.2% | $393k |
| Owlhouse Capital LP | 0.2% | $144k |
| Scientech Research LLC | 0.2% | $203k |
| Capricorn Fund Managers Ltd | 0.1% | $871k |
| Woodline Partners LP | 0.1% | $34.4m |
| Voloridge Investment Management, LLC | 0.07% | $18.7m |
| AlphaGrep UK Ltd | 0.07% | $254k |
| Weiss Asset Management LP | 0.06% | $3.2m |
| Campbell & CO Investment Adviser LLC | 0.06% | $1.0m |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 0.06% | $249k |
| Patton Fund Management, Inc. | 0.06% | $326k |
| Trexquant Investment LP | 0.05% | $7.1m |
| J. Goldman & Co LP | 0.04% | $853k |
| Jain Global LLC | 0.02% | $1.7m |
| Mirabella Financial Services LLP | 0.02% | $219k |
| Freestone Grove Partners LP | 0.02% | $2.8m |
Ownership over time
Who discovered EL first? Beta
The run: Q1 2009 → Q4 2021, ×30
| Fundsmith (Terry Smith) high conviction | Q3 2016 | – | +4.9 pts |
| Bowie Capital Management, LLC | Q1 2018 | – | +3.0 pts |
| Lone Pine Capital LLC high conviction | Q1 2010 | – | +2.5 pts |
| Viking Global Investors LP high conviction | Q3 2010 | – | +2.3 pts |
| Scopus Asset Management, L.P. | Q1 2017 | – | +0.8 pts |
| Kingdon Capital Management, L.L.C. | Q1 2014 | – | +0.1 pts |
| Landscape Capital Management, L.L.C. | Q1 2015 | – | 0.0 pts |
| Maverick Capital Ltd | Q3 2002 | – | −0.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.