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.
- Oaktree Fund Advisors—
- Value
- $58m
- Stocks
- 13
- Top holdings
- AU, B, ITUB
- Dauntless Investment Group—
- Value
- $58m
- Stocks
- 64
- Top holdings
- AEON, FEMY, KZIA
- Lingohr Asset Management GmbH—
- Value
- $57m
- Stocks
- 94
- Top holdings
- MSFT, AU, GOOGL
- SL Advisors—
- Value
- $57m
- Stocks
- 32
- Top holdings
- ET, NEXT, WMB
- Accel XI Associates L.L.C.—
- Value
- $57m
- Stocks
- 1
- Top holdings
- CRCL
- Mercato Management Legacy—
- Value
- $57m
- Stocks
- 1
- Top holdings
- MNTN
- 1888 Investments—
- Value
- $56m
- Stocks
- 5
- Top holdings
- INFQ, CHYM, SEER
- FLP Wealth Management—
- Value
- $56m
- Stocks
- 65
- Top holdings
- WMT, Capitol SER TR, AAPL
- Siguler Guff Advisers—
- Value
- $56m
- Stocks
- 2
- Top holdings
- Semrush Hldgs, SVC
- University of Maryland Foundation—
- Value
- $56m
- Stocks
- 4
- Top holdings
- BRK-A
- H&F Corporate Investors IX—
- Value
- $56m
- Stocks
- 1
- Top holdings
- CXM
- LWM Advisory Services—
- Value
- $56m
- Stocks
- 80
- Top holdings
- AAPL, BRK-B, NVDA
- Eschler Asset Management LLP—
- Value
- $56m
- Stocks
- 33
- Top holdings
- GOOG, KSPI, META
- Castle Creek Capital Partners VI, LP—
- Value
- $56m
- Stocks
- 2
- Top holdings
- BCAL, MBCN
- Qiming U.S. Ventures Management—
- Value
- $56m
- Stocks
- 4
- Top holdings
- Tourmaline BIO, KRRO, JSPR
- Arlington Partners—
- Value
- $55m
- Stocks
- 64
- Top holdings
- PSBD, NVO, HD
- Diana Davis Spencer Foundation—
- Value
- $55m
- Stocks
- 2
- Top holdings
- —
- Aurelius Capital Management, LP—
- Value
- $55m
- Stocks
- 9
- Top holdings
- BITF, CORZ, CIFR
- Ares Systematic Credit—
- Value
- $55m
- Stocks
- 157
- Top holdings
- CIEN, BE, ON
- Oberndorf William E—
- Value
- $55m
- Stocks
- 8
- Top holdings
- UNH, GWRE, AMZN
- Portland Financial Advisors—
- Value
- $55m
- Stocks
- 89
- Top holdings
- OHI, BRK-A, BRK-B
- Feynman Point Asset Management—
- Value
- $55m
- Stocks
- 28
- Top holdings
- BOT, Real Asset Acquisition, CEPO
- Texas County & District Retirement System—
- Value
- $55m
- Stocks
- 1
- Top holdings
- CCAP
- Monashee Investment Management—
- Value
- $54m
- Stocks
- 20
- Top holdings
- Alphabet, Alphabet, SLDB
- Israel Discount Bank of New York—
- Value
- $54m
- Stocks
- 43
- Top holdings
- SHEL, PG, SPGI
- Spruce Point Capital Management—
- Value
- $54m
- Stocks
- 18
- Top holdings
- ADM, TG, WCC
- Axon Capital LP—
- Value
- $54m
- Stocks
- 9
- Top holdings
- AMZN, TSM, NVDA
- Harspring Capital Management—
- Value
- $54m
- Stocks
- 7
- Top holdings
- DAR, GOOG, ENVA
- Investment Counsel CO of Nevada—
- Value
- $54m
- Stocks
- 167
- Top holdings
- AAPL, GE, GEV
- OV Management—
- Value
- $54m
- Stocks
- 31
- Top holdings
- PSBD, NVDA, GOOGL
- Crestline Management, L.P.—
- Value
- $53m
- Stocks
- 3
- Top holdings
- DNLI, SANA, EGHT
- Skorpios Trust—
- Value
- $53m
- Stocks
- 2
- Top holdings
- STOK
- Lykos Global Management, LP—
- Value
- $53m
- Stocks
- 3
- Top holdings
- SPCX, INIO, LFTO
- Evolutionary Tree Capital Management—
- Value
- $53m
- Stocks
- 29
- Top holdings
- GOOGL, AMZN, AXON
- Prentice Capital Management, LP—
- Value
- $53m
- Stocks
- 17
- Top holdings
- OPEN, NN, JBLU
- SymBiosis Capital Partners—
- Value
- $53m
- Stocks
- 6
- Top holdings
- EVMN, IVA, WVE
- VanderPol Investments L.L.C.—
- Value
- $52m
- Stocks
- 56
- Top holdings
- NVDA, AAPL, MSFT
- Chicago Capital Management—
- Value
- $52m
- Stocks
- 14
- Top holdings
- Nuvalent, APGE, Chart Inds
- Teza Capital Management—
- Value
- $52m
- Stocks
- 119
- Top holdings
- MU, BAC, NVDA
- Abdiel Capital Advisors, LP—
- Value
- $52m
- Stocks
- 5
- Top holdings
- HCA, AFRM, GLBE
- Riverpark Capital Management—
- Value
- $52m
- Stocks
- 36
- Top holdings
- AAPL, MSFT, NVDA
- CMC Financial Group—
- Value
- $52m
- Stocks
- 45
- Top holdings
- AAPL, MU, BRK-B
- Notable Capital Management, L.L.C.—
- Value
- $52m
- Stocks
- 9
- Top holdings
- BZ, IBTA, YMM
- Spark Investment Management—
- Value
- $51m
- Stocks
- 72
- Top holdings
- AMZN, BB, SPOT
- Medici Capital—
- Value
- $51m
- Stocks
- 6
- Top holdings
- AEM, ELE, AGI
- Hudson Executive Capital LP—
- Value
- $51m
- Stocks
- 1
- Top holdings
- TALK
- HealthCor Partners Management LP—
- Value
- $51m
- Stocks
- 1
- Top holdings
- CRVW
- Hein Park Capital Management LP—
- Value
- $50m
- Stocks
- 2
- Top holdings
- CZR, SGRY
- EnerVest—
- Value
- $50m
- Stocks
- 1
- Top holdings
- MGY
- 72 Investment Holdings—
- Value
- $50m
- Stocks
- 5
- Top holdings
- PRAX, ANRO, LENZ