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
Column Group	—	$88m	3	SRZN, ORIC, RVMD
Wellment Financial	—	$88m	37	META, ABBV, NVDA
Walleye Partners	—	$88m	59	BRK-B, L, BN
T3 Companies	—	$88m	125	CCXI, LQDA, FCRS
Yoffe Investment Management	—	$87m	113	IBM, CAT, INTC
Bradyco	—	$87m	33	MSFT, AMZN, AAPL
XY Capital	—	$87m	44	HDB, SONY, IMOS
Gratia Capital	—	$87m	25	TRTX, FBRT, LODE
Tripletail Wealth Management	—	$87m	278	JBTM, NVDA, AAPL
Ascent Advisors	—	$87m	54	STX, COST, GGG
LDR Capital Management	—	$87m	45	RLJ Lodging TR, EQIX, EPR Pptys
Truxt Investmentos Ltda.	—	$87m	17	NU, AUGO, CPA
Kore Advisors LP	—	$87m	14	GEO, CRGY, TH
FourWorld Capital Management	—	$86m	20	SOC, PRTH, MX
Empery Asset Management, LP	—	$86m	32	XFOR, EMPD, NGEN
Algorithmic Investment Models	—	$86m	35	BELFA, ELME, GOSS
Yorkville Advisors Global, LP	—	$86m	34	BRUN, DJT, TVA
Brigade Capital Management, LP	—	$86m	9	LNTH, EXE, VST
Cpwa	—	$86m	94	AAPL, COST, AMZN
Lloyd Harbor Capital Management	—	$86m	16	XOM, WY, URG
Absoluto Partners Gestao de Recursos Ltda	—	$86m	2	NU, MELI
Contango Wealth Management	—	$86m	52	TWLO, AAPL, AMZN
Elite Life Management	—	$85m	61	NVDA, AAPL, MSFT
Alpine Peaks Capital, LP	—	$85m	20	HEI-A, WST, CGNX
EnCap Energy Capital Fund VIII, L.P.	—	$85m	2	PR
FinDec Wealth Services	—	$85m	32	AAPL, NVDA, PEP
Applied Fundamental Research	—	$85m	10	DY, UFPT, HEI-A
Naspers	—	$84m	2	SMWB, Skillsoft
Private Harbour Investment Management & Counsel	—	$84m	36	NVDA, GOOGL, AAPL
Riverview Trust	—	$84m	166	KLAC, STX, MSFT
Goldstream Capital Management	—	$84m	44	SNDK, LRCX, TSM
Triveni Capital Investments LP	—	$84m	15	V, COF, IBN
Centennial Advisors	—	$84m	76	Capitol SER TR, AAPL, SHW
North Ground Capital	—	$83m	33	CGBD, MSIF, BRSP
L.M. Kohn & Company	—	$83m	121	AAPL, MSFT, PG
Virginia Estate & Retirement Planning Advisors	—	$83m	186	AAPL, AMZN, AMAT
Stonebridge Advisors	—	$83m	3	Wells Fargo
Hauser Brothers GmbH	—	$83m	4	TFII, WBD, BLDR
John W. Brooker & Co., CPAs	—	$83m	71	TSLA, AAPL, NVDA
Baer Investment Advisory	—	$82m	25	VEEV, AMZN, CW
PCB Capital	—	$82m	114	KLAC, NVDA, AAPL
Bryce Point Capital	—	$82m	168	FRPT, W, TFX
BRX Global LP	—	$82m	3	TDG, MCO, GWRE
MQS Management	—	$82m	253	HIG, HLT, PG
New Vernon Investment Management	—	$82m	37	TRV, CB, AON
Lotus Technology Management, LP	—	$81m	78	LLY, SMWB, WSM
Rithm Capital	—	$81m	38	RPT, Rithm Ppty TR, GEV
Charis Legacy Partners	—	$81m	28	KLAC, CAT, AAPL
MWG Management	—	$81m	3	BEAM, LYEL, PRME
Blue Creek Capital Management	—	$81m	5	YMM, BZ, TME

Showing 8651 to 8700 of 9384

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Show only the long-term investors we follow