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.
- Mainsail Management Company—
- Value
- $66m
- Stocks
- 1
- Top holdings
- BRLT
- Teleios Capital Partners GmbH—
- Value
- $66m
- Stocks
- 1
- Top holdings
- NX
- Kinnevik AB (publ)—
- Value
- $66m
- Stocks
- 1
- Top holdings
- RXRX
- Lockerman Financial Group—
- Value
- $65m
- Stocks
- 90
- Top holdings
- GOOGL, MSFT, NVDA
- Owlhouse Capital LP—
- Value
- $65m
- Stocks
- 40
- Top holdings
- WCN, TDG, DLTR
- nVerses Capital—
- Value
- $65m
- Stocks
- 281
- Top holdings
- CNP, ABBV, KNX
- Optimas Capital—
- Value
- $65m
- Stocks
- 14
- Top holdings
- NTES, AMD, COF
- State of New Jersey Common Pension Fund E—
- Value
- $65m
- Stocks
- 1
- Top holdings
- OTF
- Mithril II GP LP—
- Value
- $64m
- Stocks
- 3
- Top holdings
- FIGR, BKSY, IVVD
- Clear Investment Research—
- Value
- $64m
- Stocks
- 57
- Top holdings
- LLY, GPK, AAPL
- Fourier Capital Management—
- Value
- $64m
- Stocks
- 9
- Top holdings
- MKSI, BZ, ADI
- Northwestern University—
- Value
- $63m
- Stocks
- 5
- Top holdings
- BRK-A, RYAN, Exicure
- Khall—
- Value
- $63m
- Stocks
- 1
- Top holdings
- GAP
- Eagle Point Credit Management—
- Value
- $63m
- Stocks
- 11
- Top holdings
- ACR, TRIN, Rithm Ppty TR
- MAS Advisors—
- Value
- $63m
- Stocks
- 67
- Top holdings
- MSFT, AVGO, PM
- Lennar—
- Value
- $63m
- Stocks
- 4
- Top holdings
- OPEN
- Praxis Capital Management—
- Value
- $63m
- Stocks
- 29
- Top holdings
- MSFT, AMZN, AAPL
- Immersion Capital LLP—
- Value
- $63m
- Stocks
- 10
- Top holdings
- BLK, V, HEI-A
- Groesbeck Investment Management—
- Value
- $63m
- Stocks
- 100
- Top holdings
- LRCX, AVGO, URI
- Bestgate Wealth Advisors—
- Value
- $63m
- Stocks
- 45
- Top holdings
- PANW, GOOGL, TSM
- Firsthand Capital Management—
- Value
- $63m
- Stocks
- 54
- Top holdings
- ROKU, BE, RKLB
- Rip Road Capital Partners LP—
- Value
- $63m
- Stocks
- 14
- Top holdings
- META, TTWO, GOOGL
- PMC FIG Opportunities—
- Value
- $62m
- Stocks
- 31
- Top holdings
- FLG, CVBF, BPOP
- Charles Schwab Trust Bank—
- Value
- $62m
- Stocks
- 1
- Top holdings
- —
- Biglari, Sardar—
- Value
- $62m
- Stocks
- 10
- Top holdings
- RACE, KO, LOCO
- Groupe Bruxelles Lambert—
- Value
- $62m
- Stocks
- 1
- Top holdings
- CNXC
- New Jersey Better Educational Savings Trust—
- Value
- $62m
- Stocks
- 4
- Top holdings
- —
- Silchester International Investors LLP—
- Value
- $62m
- Stocks
- 4
- Top holdings
- NTR, RYAAY, CCEP
- Global Value Investment—
- Value
- $61m
- Stocks
- 19
- Top holdings
- FLNT, Heidrick & Struggles Intl IN, CMT
- HCEP Management—
- Value
- $61m
- Stocks
- 4
- Top holdings
- TSM, BABA, MNSO
- Florin Court Capital LLP—
- Value
- $61m
- Stocks
- 27
- Top holdings
- —
- Andina Capital Management—
- Value
- $61m
- Stocks
- 65
- Top holdings
- NVDA, AVGO, AAPL
- Maso Capital Partners—
- Value
- $61m
- Stocks
- 44
- Top holdings
- SOHU, NOTE, JOYY
- AREX Capital Management, LP—
- Value
- $61m
- Stocks
- 26
- Top holdings
- Enhabit, PPLI, GNW
- Connective Portfolio Management—
- Value
- $60m
- Stocks
- 39
- Top holdings
- RKLB, C, JPM
- EMG Holdings, L.P.—
- Value
- $60m
- Stocks
- 15
- Top holdings
- EFC, AMH, INVH
- AlpInvest Partners B.V.—
- Value
- $60m
- Stocks
- 17
- Top holdings
- HOOD, NABL, CHYM
- Greencape Capital Pty—
- Value
- $60m
- Stocks
- 1
- Top holdings
- Z
- Tanaka Capital Management—
- Value
- $60m
- Stocks
- 43
- Top holdings
- UAMY, NXE, CORT
- Irth Capital Management LP—
- Value
- $60m
- Stocks
- 1
- Top holdings
- PZZA
- Perritt Capital Management—
- Value
- $60m
- Stocks
- 79
- Top holdings
- BELFB, ASM, PESI
- Gullane Capital—
- Value
- $59m
- Stocks
- 4
- Top holdings
- CORZ, PLTR, Nebius Group NV
- Wise Wealth Partners—
- Value
- $59m
- Stocks
- 43
- Top holdings
- JPM, BRK-B, MMM
- Chan Zuckerberg Initiative—
- Value
- $58m
- Stocks
- 1
- Top holdings
- —
- IDG Technology Venture Investment IV—
- Value
- $58m
- Stocks
- 1
- Top holdings
- COIN
- ClearAlpha Technologies LP—
- Value
- $58m
- Stocks
- 79
- Top holdings
- TEL, MA, TER
- AIFG Consultants—
- Value
- $58m
- Stocks
- 54
- Top holdings
- XOM, GE, NVDA
- IQ EQ Fund Management (singapore) Private—
- Value
- $58m
- Stocks
- 126
- Top holdings
- GOOGL, MSFT, DELL
- Working Capital Advisors (UK)—
- Value
- $58m
- Stocks
- 2
- Top holdings
- SFIX, YMM
- Xiamen Xinweidachuang Investment Partnership (Limited Partnership)—
- Value
- $58m
- Stocks
- 1
- Top holdings
- LI