DraftKings Inc.

DKNG Consumer Discretionary
$29.94 $-0.18 (-0.60%)
Market Cap: $14.9 B
Gurus Holding
7
Popularity Rank
#905
% of Shares Held
20.40%
Net Activity (Q3 2025)
+$803.17 M

Guru Ownership Trend

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 $3.04 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 % Portfolio Activity Shares Value Report Date
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

Key Holders

Top 5 by Value

$561.13 M
$437.04 M
$128.62 M
$62.68 M
$37.98 M

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$847.85 M
Total Buy Value
New Buys 2
Additions 3
-$44.67 M
Total Sell Value
Reductions 2
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
4
Net Buyers
5

FAQs for DraftKings Inc. (DKNG)

Major holders include Andreas Halvorsen ($561.13 M), Cliff Asness ($437.04 M), Catherine Wood ($128.62 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 101.55 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $803.17 M, with 5 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited DKNG. The total reported sell value was $44.67 M.

Yes, 2 managers opened new positions in DKNG, and 3 increased their existing holdings. The total reported buy value was $847.85 M.