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.

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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.

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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.

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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.

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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.

All Value Quality Activist Deep value

Fund	Style	Value	Stocks	Top holdings
Prism Planning Partners	—	$94m	35	AAPL, NVDA, AMZN
Geremia Financial Services	—	$94m	9	GS, GNRC, F
In-Depth Partners	—	$94m	9	TSM, MSFT, AMZN
SkyKnight Capital, L.P.	—	$94m	3	AHCO, Liberty Global, Liberty Global
Divco West Real Estate Services	—	$94m	4	BXP, KRC, BDN
OnyxPoint Global Management LP	—	$94m	14	PR, RIOT, CHRD
Eurizon Asset Management Hungary	—	$94m	21	NVDA, MSFT, MA
WD Thunder CV Ultimate GP	—	$94m	1	FLOC
Pensionfund Sabic	—	$94m	76	PLD, EQIX, WELL
UG Investment Advisers	—	$93m	8	ORCL, BABA, NVDA
Pictet Bank & Trust	—	$93m	38	AMZN, MSFT, GOOG
Sonoma Private Wealth	—	$93m	72	MSFT, NVDA, AAPL
Rule One Partners	—	$93m	9	NFLX, SFM, CRM
Meadowbrook Wealth Management	—	$93m	81	AMZN, SHOP, NBIS
Summitpoint Capital Management	—	$93m	39	FDX, NVDA
Aflac	—	$93m	4	TRUP, PGY, LIFE
Ground Swell Capital	—	$93m	145	SPCX, ASML, CBRS
STG Securities	—	$93m	90	NVDA, MSFT, META
Jackson Brooke	—	$92m	1	TPG
Deuterium Capital Management	—	$92m	24	GOOG, AMZN, ISRG
Sunstone Asset Management, LP	—	$92m	57	AMAT, MKSI, MTSI
Significant Wealth Partners	—	$92m	116	BRK-B, PAG, ABBV
DB&C Advisors	—	$92m	76	NVDA, AVGO, ABBV
Hyundai Investments	—	$92m	72	CMTG
Garrison Bradford & Associates	—	$92m	35	PWR, COST, BX
Forefront Analytics	—	$92m	37	NVDA, JPM, DE
Ventas	—	$92m	1	ARDT
AXA	—	$92m	46	BRK-B, TTE, GOOGL
Zazove Associates	—	$92m	46	Bank of Amer, BHR, WEST
Point Break Capital Management	—	$92m	20	NVDA, TSM, ASML
Crystal Cove Asset Management	—	$92m	20	EOSE, IREN, AR
Akuna Securities	—	$92m	12	NVDA, SPCX, NFLX
Atlas Wealth Partners	—	$92m	64	TPL, FNV, LB
Wiser Advisor Group	—	$91m	229	AAPL, LLY, GOOGL
Orchard Capital Management	—	$91m	43	TBBK, GDOT, ENVA
August Group Capital	—	$91m	95	NVDA, AAPL, GOOGL
Triad Investment Management	—	$91m	34	NVR, GOOG, V
Teachers Insurance & Annuity Association of America	—	$91m	76	FICO, AXP, AMP
Holland Advisory Services	—	$91m	49	AAPL, MSFT, PM
Lakehouse Capital Pty	—	$90m	12	MELI, NOW, GOOG
Mlp3	—	$90m	84	BRK-B, COF, AAPL
Arrington Capital Management	—	$90m	24	XRPN, PURR, ZOOZ
Accel Growth Fund V Associates L.L.C.	—	$90m	2	SOFI, BMBL
Kerr Financial Planning	—	$90m	545	TSLA, NVDA, AAPL
Audent Global Asset Management	—	$90m	46	NVDA, GOOGL, AMZN
Mayar Capital	—	$89m	16	KVUE, V, UPS
Variant Private Wealth	—	$89m	42	AAPL, MSFT, AMZN
Engine NO. 1	—	$89m	6	POWL, VRT, FSLR
Luminist Capital	—	$89m	346	NVDA, AAPL, BRK-B
POM Investment Strategies	—	$88m	348	NVDA, AAPL, IBM

Showing 8601 to 8650 of 9384

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Show only the long-term investors we follow