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
Robert Wood Johnson Foundation	—	$81m	2	OBDC, KRMN
Ridgeback Capital Investments L.P.	—	$81m	1	REPL
ProCore Advisors	—	$81m	84	RS, NVDA, GOOG
Avory & Company	—	$80m	32	XYZ, ZM, YOU
Timelo Investment Management	—	$80m	47	PROF, CIGI, MOH
Capital Advisor Network	—	$80m	183	HWM, CBUS, GNTX
General Motors Holdings	—	$80m	4	LAC, NMG, SES
Stone House Capital Management	—	$80m	2	RDNW, DBI
AMH Equity	—	$80m	53	LPTH, AIOT, TWIN
WestBridge Capital Management	—	$80m	1	FRSH
Angel Oak Capital Advisors	—	$79m	30	PNBK, GCBC, UMBF
ATW Spac Management	—	$79m	152	AAM, Horizon Space Acquisition II, DMAA
Carnegie Mellon University	—	$79m	5	DUOL, IHT, AGPU
KPCB DGF II Associates	—	$79m	3	CART, Better Home & Finance Holdin, DASH
Littlejohn	—	$79m	8	MAGN, BLDR, LPX
Data Collective IV GP	—	$79m	4	EVLV, HQ, RXRX
Steel Partners Holdings L.P.	—	$78m	9	INMD, MATW, SPRU
Global Media & Entertainment Investments	—	$78m	1	Iheartmedia
DeepCurrents Investment Group	—	$78m	24	TSM, JAZZ, NWSA
Kize Capital LP	—	$78m	5	CACC, CHTR, HGV
Capital Management Associates	—	$78m	44	BE, GOOGL, PWR
Ally Bridge Group (NY)	—	$78m	23	NERV, PMN, TRAX
WMS Group	—	$78m	57	AAPL, AMZN, JPM
Solutions 4 Wealth	—	$77m	58	AAPL, NVS, SBSI
Sentinel Dome Partners	—	$77m	25	UNIT, Amazon.com, TDS
Certares Management	—	$77m	1	TRIP
Omnitrust Wealth Management	—	$77m	64	NVDA, MSFT, AAPL
Bayhunt Capital	—	$77m	23	AHR, AMH, VTR
Oceanic Investment Management	—	$77m	22	HAL, GNK, EXE
Pursuit Wealth Strategies	—	$77m	114	DUK, AAPL, NVDA
McGrath & Associates	—	$77m	32	GOOGL
MSD Partners, L.P.	—	$77m	9	ODD, RNW, XPOF
QVIDTVM Management	—	$77m	14	BIO, NBIS, AMRZ
Stapp Wealth Management, Pllc	—	$77m	32	AEM, AGI, NEM
Square PEG Capital PTY	—	$76m	8	DDOG, SNOW, XYZ
Summit Rock Advisors, LP	—	$76m	3	—
Cove Street Capital	—	$76m	95	AVD, RSSS, FUN
Winning Points Advisors	—	$76m	42	AAPL, BAC, JPM
RPD Fund Management	—	$76m	3	APPN, GTM, NICE
Regents Gate Capital LLP	—	$75m	37	AMZN, APD, PH
Viola Growth Management Fund 2	—	$75m	3	SMWB, TEAD, Pagaya Technologies
Lmdagg, L.L.C.	—	$75m	3	CRWV, IOT, KDK
Stronghold Wealth Management L.L.C.	—	$75m	131	BXSL, MSFT, AAPL
ION Crossover Partners	—	$75m	3	VIA, SMWB, TBLA
Mosaic Advisors	—	$75m	35	AAPL, COP, SHW
Avanda Investment Management Pte.	—	$74m	36	NVDA, AVGO, MSFT
Key Colony Management	—	$74m	5	OMF, EVLV, ASTS
TCG Capital Management, LP	—	$74m	1	FNKO
Paragon Associates & Paragon Associates II Joint Venture	—	$74m	14	CDE, CDNA, DMAC
IDG China Capital Fund GP III Associates	—	$73m	2	CRCL, WDH

Showing 8701 to 8750 of 9384

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Show only the long-term investors we follow