← Top Holdings

CGNXCOGNEX CORP

CUSIP: 192422103

3

Guru Owners

$119.6M

Total Value Held

1.7M

Total Shares

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$29.9M$59.8M$89.7M$119.6MQ1 '24Q2 '24Q3 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26

Quarter-by-Quarter Activity

Q2 '263 owners · $119.6M
INCREASEDMairs & Power$94.7M
REDUCEDGlenn Welling$24.6M
REDUCEDRay Dalio$359K
Q1 '263 owners · $87.8M
INCREASEDMairs & Power$60.0M
REDUCEDGlenn Welling$23.7M
NEWRay Dalio$4.1M
Q4 '252 owners · $75.7M
REDUCEDMairs & Power$42.2M
INCREASEDGlenn Welling$33.6M
Q3 '252 owners · $66.5M
NEWGlenn Welling$38.7M
INCREASEDMairs & Power$27.8M
Q2 '251 owners · $4.1M
REDUCEDMairs & Power$4.1M
Q1 '251 owners · $1.9M
NEWMairs & Power$1.9M
SOLDTerry Smith