What the best investors bought
Every quarter, big US funds must list their stocks with the SEC. We read every list — 8,740 funds — and show what 153 long-term investors changed. The lists come out 45 days after the quarter ends.
Quarter ended 30 June 2026.
What changed this quarter
Most bought
Bought for the first time or added to.
- Meta PlatformsMETA
- Buyers
- 27 of 50
- Value
- $25.9bn
- Amazon.comAMZN
- Buyers
- 21 of 60
- Value
- $36.6bn
- MicrosoftMSFT
- Buyers
- 21 of 68
- Value
- $30.6bn
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Thermo Fisher ScientificTMO
- Buyers
- 18 of 31
- Value
- $7.7bn
- Walt DisneyDIS
- Buyers
- 18 of 42
- Value
- $6.9bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- VisaV
- Buyers
- 14 of 52
- Value
- $28.7bn
- UnitedHealth GroupUNH
- Buyers
- 13 of 43
- Value
- $15.1bn
- NvidiaNVDA
- Buyers
- 13 of 36
- Value
- $13.6bn
| Company | Buyers | Value |
|---|---|---|
| Meta PlatformsMETA | 27 of 50 | $25.9bn |
| Amazon.comAMZN | 21 of 60 | $36.6bn |
| MicrosoftMSFT | 21 of 68 | $30.6bn |
| S&P GlobalSPGI | 18 of 35 | $12.3bn |
| Thermo Fisher ScientificTMO | 18 of 31 | $7.7bn |
| Walt DisneyDIS | 18 of 42 | $6.9bn |
| MastercardMA | 17 of 42 | $11.0bn |
| VisaV | 14 of 52 | $28.7bn |
| UnitedHealth GroupUNH | 13 of 43 | $15.1bn |
| NvidiaNVDA | 13 of 36 | $13.6bn |
Most sold
Sold some of their stake, or sold out completely.
- AlphabetGOOGL
- Sellers
- 47 of 66
- Value
- $49.9bn
- MicrosoftMSFT
- Sellers
- 33 of 68
- Value
- $30.6bn
- AlphabetGOOG
- Sellers
- 30 of 58
- Value
- $49.3bn
- Taiwan Semiconductor ManufacturingTSM
- Sellers
- 29 of 47
- Value
- $25.0bn
- Amazon.comAMZN
- Sellers
- 27 of 60
- Value
- $36.6bn
- UnitedHealth GroupUNH
- Sellers
- 24 of 43
- Value
- $15.1bn
- Bank of AmericaBAC
- Sellers
- 21 of 39
- Value
- $35.4bn
- MastercardMA
- Sellers
- 20 of 42
- Value
- $11.0bn
- Texas InstrumentsTXN
- Sellers
- 20 of 26
- Value
- $4.3bn
- AppleAAPL
- Sellers
- 19 of 44
- Value
- $82.3bn
| Company | Sellers | Value |
|---|---|---|
| AlphabetGOOGL | 47 of 66 | $49.9bn |
| MicrosoftMSFT | 33 of 68 | $30.6bn |
| AlphabetGOOG | 30 of 58 | $49.3bn |
| Taiwan Semiconductor ManufacturingTSM | 29 of 47 | $25.0bn |
| Amazon.comAMZN | 27 of 60 | $36.6bn |
| UnitedHealth GroupUNH | 24 of 43 | $15.1bn |
| Bank of AmericaBAC | 21 of 39 | $35.4bn |
| MastercardMA | 20 of 42 | $11.0bn |
| Texas InstrumentsTXN | 20 of 26 | $4.3bn |
| AppleAAPL | 19 of 44 | $82.3bn |
New positions
Bought it for the first time this quarter.
- S&P GlobalSPGI
- Buyers
- 18 of 35
- Value
- $12.3bn
- Veeva SystemsVEEV
- Buyers
- 10 of 12
- Value
- $405m
- Celsius HoldingsCELH
- Buyers
- 5 of 6
- Value
- $307m
- Booking HoldingsBKNG
- Buyers
- 13 of 26
- Value
- $11.5bn
- MastercardMA
- Buyers
- 17 of 42
- Value
- $11.0bn
- WorkdayWDAY
- Buyers
- 12 of 13
- Value
- $5.7bn
- NetflixNFLX
- Buyers
- 9 of 18
- Value
- $3.5bn
- AccentureACN
- Buyers
- 9 of 24
- Value
- $2.6bn
- Devon EnergyDVN
- Buyers
- 11 of 15
- Value
- $1.6bn
- GE VernovaGEV
- Buyers
- 5 of 15
- Value
- $1.2bn
| Company | Buyers | Value |
|---|---|---|
| S&P GlobalSPGI | 18 of 35 | $12.3bn |
| Veeva SystemsVEEV | 10 of 12 | $405m |
| Celsius HoldingsCELH | 5 of 6 | $307m |
| Booking HoldingsBKNG | 13 of 26 | $11.5bn |
| MastercardMA | 17 of 42 | $11.0bn |
| WorkdayWDAY | 12 of 13 | $5.7bn |
| NetflixNFLX | 9 of 18 | $3.5bn |
| AccentureACN | 9 of 24 | $2.6bn |
| Devon EnergyDVN | 11 of 15 | $1.6bn |
| GE VernovaGEV | 5 of 15 | $1.2bn |
Most owned
Owned by the most long-term investors we follow.
- MicrosoftMSFT
- Owners
- 68
- Value
- $30.6bn
- AlphabetGOOGL
- Owners
- 66
- Value
- $49.9bn
- Amazon.comAMZN
- Owners
- 60
- Value
- $36.6bn
- AlphabetGOOG
- Owners
- 58
- Value
- $49.3bn
- VisaV
- Owners
- 52
- Value
- $28.7bn
- Meta PlatformsMETA
- Owners
- 50
- Value
- $25.9bn
- Berkshire HathawayBRK-B
- Owners
- 50
- Value
- $10.9bn
- Taiwan Semiconductor ManufacturingTSM
- Owners
- 47
- Value
- $25.0bn
- AppleAAPL
- Owners
- 44
- Value
- $82.3bn
- UnitedHealth GroupUNH
- Owners
- 43
- Value
- $15.1bn
| Company | Owners | Value |
|---|---|---|
| MicrosoftMSFT | 68 | $30.6bn |
| AlphabetGOOGL | 66 | $49.9bn |
| Amazon.comAMZN | 60 | $36.6bn |
| AlphabetGOOG | 58 | $49.3bn |
| VisaV | 52 | $28.7bn |
| Meta PlatformsMETA | 50 | $25.9bn |
| Berkshire HathawayBRK-B | 50 | $10.9bn |
| Taiwan Semiconductor ManufacturingTSM | 47 | $25.0bn |
| AppleAAPL | 44 | $82.3bn |
| UnitedHealth GroupUNH | 43 | $15.1bn |
Long-term investors we follow
Search the funds behind these numbers, or browse by investing style.
- Nokomis Capital, L.L.C.—
- Value
- $273m
- Stocks
- 48
- Top holdings
- IAUX, CDE, OGC
- Letson Investment Management—
- Value
- $273m
- Stocks
- 104
- Top holdings
- ABBV, JNJ, V
- Alden Global Capital—
- Value
- $273m
- Stocks
- 19
- Top holdings
- NVDA, ET, ORCL
- RBA Wealth Management—
- Value
- $273m
- Stocks
- 80
- Top holdings
- AMAT, TSM, AAPL
- Burford Brothers—
- Value
- $272m
- Stocks
- 182
- Top holdings
- AAPL, BRK-B, TSLA
- Lakeridge Wealth Management—
- Value
- $272m
- Stocks
- 187
- Top holdings
- SHW, NVDA, AAPL
- Mitchell & Pahl Private Wealth—
- Value
- $272m
- Stocks
- 149
- Top holdings
- AAPL, STX, AVGO
- Foronjy Financial—
- Value
- $272m
- Stocks
- 108
- Top holdings
- AAPL, NVDA, GEV
- Evolution Advisers—
- Value
- $272m
- Stocks
- 942
- Top holdings
- GNW, AAPL, GOOGL
- Abbot Financial Management—
- Value
- $272m
- Stocks
- 137
- Top holdings
- AAPL, NVDA, MSFT
- Martin Capital Partners—
- Value
- $272m
- Stocks
- 72
- Top holdings
- AMGN, CFR, JNJ
- Salzhauer Michael—
- Value
- $272m
- Stocks
- 79
- Top holdings
- BAC, C, PNFP
- FMB Wealth Management—
- Value
- $272m
- Stocks
- 74
- Top holdings
- AAPL, NVDA, AMGN
- Cavalier Investments—
- Value
- $272m
- Stocks
- 40
- Top holdings
- NVDA, HWM, MSTR
- Emprise Bank—
- Value
- $271m
- Stocks
- 108
- Top holdings
- AVGO, NVDA, AAPL
- Mariner Investment Group—
- Value
- $271m
- Stocks
- 64
- Top holdings
- RITM, CIM, ETR
- MB, Levis & Associates—
- Value
- $271m
- Stocks
- 254
- Top holdings
- CAT, AAPL, JPM
- Long Road Investment Counsel—
- Value
- $271m
- Stocks
- 80
- Top holdings
- ORLY, GOOG, GOOGL
- Mtco—
- Value
- $271m
- Stocks
- 4
- Top holdings
- QXO, PSKY
- Bernard Wealth Management—
- Value
- $271m
- Stocks
- 325
- Top holdings
- NVDA, AAPL, LLY
- Thomist Capital Management, LP—
- Value
- $271m
- Stocks
- 39
- Top holdings
- DAR, ARIS, DHT
- Agate Pass Investment Management—
- Value
- $271m
- Stocks
- 109
- Top holdings
- GOOGL, AAPL, ABBV
- Eurizon SLJ Capital—
- Value
- $271m
- Stocks
- 172
- Top holdings
- AMAT, LRCX, GOOGL
- AAF Wealth Management—
- Value
- $271m
- Stocks
- 57
- Top holdings
- AAPL, GOOG, GOOGL
- Orin Green Financial—
- Value
- $271m
- Stocks
- 83
- Top holdings
- QCOM, AAPL, GOOG
- M1 Capital Management—
- Value
- $271m
- Stocks
- 113
- Top holdings
- AAPL, META, NVDA
- Avalon Advisory Group—
- Value
- $271m
- Stocks
- 14
- Top holdings
- AAPL, MSFT, NVDA
- Guerra Advisors—
- Value
- $271m
- Stocks
- 918
- Top holdings
- AAPL, NVDA, MSFT
- Integrity Wealth Solutions—
- Value
- $271m
- Stocks
- 129
- Top holdings
- AAPL, NVDA, TSLA
- Kaleidoscope Capital LP—
- Value
- $271m
- Stocks
- 16
- Top holdings
- —
- Peloton Wealth Strategists—
- Value
- $271m
- Stocks
- 91
- Top holdings
- GOOGL, AMZN, MA
- Burk Holdings—
- Value
- $270m
- Stocks
- 640
- Top holdings
- AMD, NVDA, AAPL
- Howard Wealth Management—
- Value
- $270m
- Stocks
- 156
- Top holdings
- AAPL, AMD, PLTR
- Evergreen Private Wealth—
- Value
- $270m
- Stocks
- 89
- Top holdings
- AMAT, GOOGL, BRK-B
- Cascades Capital Asset Management—
- Value
- $270m
- Stocks
- 167
- Top holdings
- AAPL, NVDA, MSFT
- Flax Pond Capital—
- Value
- $270m
- Stocks
- 59
- Top holdings
- MUR, XIFR, DRVN
- Citrine Capital—
- Value
- $270m
- Stocks
- 60
- Top holdings
- NVDA, JNJ, OKTA
- Entrewealth—
- Value
- $270m
- Stocks
- 140
- Top holdings
- AAPL, NVDA, MSFT
- NavPoint Financial—
- Value
- $270m
- Stocks
- 74
- Top holdings
- AAPL, BRK-B, TGT
- Verisail Partners—
- Value
- $270m
- Stocks
- 26
- Top holdings
- MAR, BRK-B, MSFT
- Kathleen S. Wright Associates—
- Value
- $270m
- Stocks
- 236
- Top holdings
- BRK-B, AXP, BN
- Titan Wealth (CI)—
- Value
- $269m
- Stocks
- 51
- Top holdings
- GOOG, AMZN, KLAC
- Allie Family Office—
- Value
- $269m
- Stocks
- 107
- Top holdings
- BRK-A, MSFT, NVDA
- Monaco Asset Management SAM—
- Value
- $269m
- Stocks
- 36
- Top holdings
- BABA, TDOC, DEO
- Zeno Equity Partners LLP—
- Value
- $269m
- Stocks
- 16
- Top holdings
- DHR, LIN, AMZN
- Landesbank Baden-Wuerttemberg—
- Value
- $269m
- Stocks
- 6
- Top holdings
- FER, JD, DB
- 5T Wealth—
- Value
- $269m
- Stocks
- 134
- Top holdings
- AAPL, NVDA, WFC
- V2 Financial group—
- Value
- $268m
- Stocks
- 123
- Top holdings
- AAPL, GOOG, AMZN
- Oakcliff CapitalValue
Bryan Lawrence
- Value
- $268m
- Stocks
- 9
- Top holdings
- IBKR, GOOG, GIL
- Cordgrass Capital Advisors—
- Value
- $268m
- Stocks
- 224
- Top holdings
- CAT, AAPL, GOOG
| Fund | Style | Value | Stocks | Top holdings |
|---|---|---|---|---|
| Nokomis Capital, L.L.C. | — | $273m | 48 | IAUX, CDE, OGC |
| Letson Investment Management | — | $273m | 104 | ABBV, JNJ, V |
| Alden Global Capital | — | $273m | 19 | NVDA, ET, ORCL |
| RBA Wealth Management | — | $273m | 80 | AMAT, TSM, AAPL |
| Burford Brothers | — | $272m | 182 | AAPL, BRK-B, TSLA |
| Lakeridge Wealth Management | — | $272m | 187 | SHW, NVDA, AAPL |
| Mitchell & Pahl Private Wealth | — | $272m | 149 | AAPL, STX, AVGO |
| Foronjy Financial | — | $272m | 108 | AAPL, NVDA, GEV |
| Evolution Advisers | — | $272m | 942 | GNW, AAPL, GOOGL |
| Abbot Financial Management | — | $272m | 137 | AAPL, NVDA, MSFT |
| Martin Capital Partners | — | $272m | 72 | AMGN, CFR, JNJ |
| Salzhauer Michael | — | $272m | 79 | BAC, C, PNFP |
| FMB Wealth Management | — | $272m | 74 | AAPL, NVDA, AMGN |
| Cavalier Investments | — | $272m | 40 | NVDA, HWM, MSTR |
| Emprise Bank | — | $271m | 108 | AVGO, NVDA, AAPL |
| Mariner Investment Group | — | $271m | 64 | RITM, CIM, ETR |
| MB, Levis & Associates | — | $271m | 254 | CAT, AAPL, JPM |
| Long Road Investment Counsel | — | $271m | 80 | ORLY, GOOG, GOOGL |
| Mtco | — | $271m | 4 | QXO, PSKY |
| Bernard Wealth Management | — | $271m | 325 | NVDA, AAPL, LLY |
| Thomist Capital Management, LP | — | $271m | 39 | DAR, ARIS, DHT |
| Agate Pass Investment Management | — | $271m | 109 | GOOGL, AAPL, ABBV |
| Eurizon SLJ Capital | — | $271m | 172 | AMAT, LRCX, GOOGL |
| AAF Wealth Management | — | $271m | 57 | AAPL, GOOG, GOOGL |
| Orin Green Financial | — | $271m | 83 | QCOM, AAPL, GOOG |
| M1 Capital Management | — | $271m | 113 | AAPL, META, NVDA |
| Avalon Advisory Group | — | $271m | 14 | AAPL, MSFT, NVDA |
| Guerra Advisors | — | $271m | 918 | AAPL, NVDA, MSFT |
| Integrity Wealth Solutions | — | $271m | 129 | AAPL, NVDA, TSLA |
| Kaleidoscope Capital LP | — | $271m | 16 | — |
| Peloton Wealth Strategists | — | $271m | 91 | GOOGL, AMZN, MA |
| Burk Holdings | — | $270m | 640 | AMD, NVDA, AAPL |
| Howard Wealth Management | — | $270m | 156 | AAPL, AMD, PLTR |
| Evergreen Private Wealth | — | $270m | 89 | AMAT, GOOGL, BRK-B |
| Cascades Capital Asset Management | — | $270m | 167 | AAPL, NVDA, MSFT |
| Flax Pond Capital | — | $270m | 59 | MUR, XIFR, DRVN |
| Citrine Capital | — | $270m | 60 | NVDA, JNJ, OKTA |
| Entrewealth | — | $270m | 140 | AAPL, NVDA, MSFT |
| NavPoint Financial | — | $270m | 74 | AAPL, BRK-B, TGT |
| Verisail Partners | — | $270m | 26 | MAR, BRK-B, MSFT |
| Kathleen S. Wright Associates | — | $270m | 236 | BRK-B, AXP, BN |
| Titan Wealth (CI) | — | $269m | 51 | GOOG, AMZN, KLAC |
| Allie Family Office | — | $269m | 107 | BRK-A, MSFT, NVDA |
| Monaco Asset Management SAM | — | $269m | 36 | BABA, TDOC, DEO |
| Zeno Equity Partners LLP | — | $269m | 16 | DHR, LIN, AMZN |
| Landesbank Baden-Wuerttemberg | — | $269m | 6 | FER, JD, DB |
| 5T Wealth | — | $269m | 134 | AAPL, NVDA, WFC |
| V2 Financial group | — | $268m | 123 | AAPL, GOOG, AMZN |
| Oakcliff CapitalBryan Lawrence | Value | $268m | 9 | IBKR, GOOG, GIL |
| Cordgrass Capital Advisors | — | $268m | 224 | CAT, AAPL, GOOG |