SEC 13F Intelligence

Capco Asset Management, LLC / ADSK

Capco Asset Management, LLC’s Autodesk Inc Position

Does Capco Asset Management, LLC own Autodesk Inc (ADSK)? Yes — 88.0K shares worth $21M (+5.75% of its 13F portfolio) as of Q1 2026, down from 88.3K shares the prior filed quarter.

Position Value
$21M
Q1 2026
Shares
88.0K
% of Portfolio
+5.75%
Quarters Held
27
currently held

Position History ADSK

Reported value by quarter
Q3 ’19: $18MQ3 ’19Q4 ’19: $22MQ1 ’20: $26MQ2 ’20: $41MQ3 ’20: $33MQ3 ’20Q4 ’20: $35MQ1 ’21: $23MQ2 ’21: $24MQ3 ’21: $25MQ3 ’21Q4 ’21: $19MQ1 ’22: $24MQ2 ’22: $18MQ3 ’22: $20MQ3 ’22Q4 ’22: $22MQ1 ’23: $24MQ2 ’23: $24MQ3 ’23: $24MQ3 ’23Q4 ’23: $24MQ1 ’24: $25MQ2 ’24: $24MQ3 ’24: $27MQ3 ’24Q4 ’24: $28MQ1 ’25: $24MQ2 ’25: $28MQ3 ’25: $29MQ3 ’25Q4 ’25: $26MQ1 ’26: $21Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.0K$21M+5.75%
Q4 202588.3K$26M+6.40%
Q3 202589.9K$29M+6.66%
Q2 202591.9K$28M+5.99%
Q1 202592.7K$24M+5.74%
Q4 202495.0K$28M+6.31%
Q3 202496.4K$27M+6.14%
Q2 202497.2K$24M+5.69%
Q1 202495.6K$25M+5.97%
Q4 202398.6K$24M+5.76%
Q3 2023115.8K$24M+6.22%
Q2 2023116.1K$24M+6.11%
Q1 2023116.6K$24M+6.35%
Q4 2022120.1K$22M+6.34%
Q3 2022106.1K$20M+6.64%
Q2 2022107.0K$18M+5.55%
Q1 2022112.2K$24M+6.20%
Q4 202165.9K$19M+5.11%
Q3 202186.6K$25M+7.24%
Q2 202183.7K$24M+7.16%
Q1 202183.1K$23M+7.79%
Q4 2020116.0K$35M+12.21%
Q3 2020141.8K$33M+13.01%
Q2 2020170.4K$41M+17.49%
Q1 2020167.7K$26M+12.41%
Q4 2019122.4K$22M+10.16%
Q3 2019121.6K$18M+8.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capco Asset Management, LLC’s full portfolio or all institutional holders of ADSK.