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
First Trust Bank	—	$50m	8	AVGO, SNPS, NOW
Glaxis Capital Management	—	$50m	41	LLY, DKS, CRH
Ridgemont Partners Management	—	$50m	1	FWRD
Goodwin Investment Advisory	—	$50m	28	BNY, MIAX, AXSM
Lattice Capital Management	—	$49m	11	NVDA, GOOGL, AAPL
Ebor Charitable Trust	—	$49m	4	Blackrock, Blackrock
Nekton Capital	—	$49m	18	PLD, MDT, UDR
Value Star Asset Management (Hong Kong)	—	$49m	10	GOOGL, TSM, AMZN
Altai Capital Management, L.P.	—	$49m	4	DMRC, OSUR, SKYH
Index Venture Associates III	—	$49m	1	STUB
SIP Global Opportunity Manager	—	$49m	1	KDK
Geo Capital Gestora de Recursos	—	$48m	18	BKNG, ZTS, MSCI
Olympiad Research LP	—	$48m	138	QRVO, NWE, WBS
Novus Advisors	—	$48m	49	UNP, XOM, AMZN
Yorktown Energy Partners X, L.P.	—	$48m	3	METC, EPSN, METCB
Versor Investments LP	—	$48m	27	Nuvalent, Janus Henderson Group, TECH
Altium Capital Management	—	$47m	19	NDRA
BTS Asset Management	—	$47m	31	EIX, MSFT, MSI
JAT Capital Mgmt LP	—	$47m	16	WDC, ORCL, MU
One68 Global Capital	—	$47m	55	WBD, AAUC, Chart Inds
M28 Capital Management LP	—	$47m	9	WVE, IVVD, TGTX
Broadhurst Jeffrey B	—	$47m	23	GMED, SNPS
Financial Discovery Group	—	$47m	21	—
New Paradigm Capital Management	—	$47m	22	GS, LLY, STX
Total Wealth Planning	—	$47m	39	AAPL, UEC
Constellation Investimentos e Participacoes Ltda	—	$47m	7	MELI, NU, META
Prospector Partners	—	$47m	16	XOM, PGR, MSFT
Copperwood Asset Management LP	—	$47m	1	—
Towarzystwo Funduszy Inwestycyjnych Allianz Polska	—	$47m	39	NEM, AEM, WPM
Circumference Group	—	$46m	13	EXTR, ICLR, RGP
First Reserve GP XIII	—	$46m	1	VTS
Samson Rock Capital LLP	—	$46m	4	WBD, Avanos MED, AAUC
B&I Capital AG	—	$45m	28	PLD, WELL, EQIX
China-UAE Investment Cooperation Fund, L.P.	—	$45m	1	WRD
Gallo Partners, LP	—	$45m	34	FIX, ETR, CAT
JGP Global Gestao de Recursos Ltda.	—	$45m	29	XP, SFTBY, VEON
Wynnchurch Capital Partners IV, L.P.	—	$45m	1	SWIM
MPM Asset Management	—	$45m	4	TRDA, DYN, HOWL
Capital Asset Managemnet	—	$44m	45	AAPL, NVDA, MSFT
Consultiva Wealth Management	—	$44m	282	NVDA, GOOGL, AAPL
Garton & Associates Financial Advisors	—	$44m	24	AAPL, AVGO, AMZN
Greycroft LP	—	$44m	13	MNTN, RDDT, LIF
Broadcrest Asset Management	—	$44m	7	EVI, HEI-A, TRNS
Crosspoint Financial	—	$44m	39	BRK-B, MSFT, EWBC
EHP Funds	—	$44m	25	NVDA, AMZN, FSLR
Kawa Capital Management	—	$43m	4	BDN, ONL, ARE
Magma Venture Partners General Partner	—	$43m	2	the Real Brokerage, INVZ
New Leaf Venture Partners, L.L.C.	—	$43m	7	EWTX, ARVN, CRNX
8VC GP I	—	$43m	1	JOBY
GuideStone Capital Management	—	$42m	1	AAPL

Showing 8901 to 8950 of 9384

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Show only the long-term investors we follow