Guru Ownership Over Time
Guru Analysis for DraftKings Inc. (DKNG)
DraftKings Inc. (DKNG), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q3 2025, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $3.61 B.
Top institutional holders include Andreas Halvorsen and Cliff Asness.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $803.17 M net inflow during the quarter.
Recent activity highlights Jefferies Group who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 90.5%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 1.46% | New Buy | 15,003,351 | $561.13 M | Q3 2025 | |
| 0.28% | Add 63.5% | 11,685,672 | $437.04 M | Q3 2025 | |
| 0.77% | Reduce -23.1% | 3,438,916 | $128.62 M | Q3 2025 | |
| 0.11% | New Buy | 69,550,000 | $62.68 M | Q3 2025 | |
| 0.18% | Add 10316.1% | 1,015,565 | $37.98 M | Q3 2025 | |
| 0.12% | Add 110.1% | 852,495 | $31.88 M | Q3 2025 | |
| 0.00% | Reduce -90.5% | 8,675 | $324,445 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for DraftKings Inc. (DKNG)
Top Guru holders include Andreas Halvorsen ($561.13 M), Cliff Asness ($437.04 M), Catherine Wood ($128.62 M). Collectively, tracked Gurus hold 101.55 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $803.17 M, with 5 Gurus buying and 4 Gurus selling.
In the recent quarter, 2 Gurus reduced their positions, and 2 Gurus sold out of DKNG completely. Total sell value was $44.67 M.
Yes, 2 Gurus opened new positions in DKNG, and 3 added to their existing holdings. Total buy value was $847.85 M.