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.
- One William Street Capital Management, L.P.—
- Value
- $42m
- Stocks
- 12
- Top holdings
- TRTX, FLG, ARI
- Baypointe Partners—
- Value
- $42m
- Stocks
- 15
- Top holdings
- HD, ULTA, JPM
- BIOS Capital Management, LP—
- Value
- $42m
- Stocks
- 6
- Top holdings
- ACTU, IRD, CGTX
- Atairos Partners GP—
- Value
- $41m
- Stocks
- 2
- Top holdings
- CLVT, ADV
- Cincinnati Indemnity—
- Value
- $41m
- Stocks
- 11
- Top holdings
- ADP, DOV, JNJ
- Invesco Senior Secured Management INC /adv—
- Value
- $41m
- Stocks
- 5
- Top holdings
- ASTL, IHRT, SDRL
- Bratton Capital Management, L.P.—
- Value
- $41m
- Stocks
- 1
- Top holdings
- AQST
- Corton Capital—
- Value
- $41m
- Stocks
- 189
- Top holdings
- ZIM, INTC, WDC
- Legion Partners Asset Management—
- Value
- $41m
- Stocks
- 2
- Top holdings
- LFCR, NNBR
- Fiduciary Counselling—
- Value
- $41m
- Stocks
- 11
- Top holdings
- BRK-A, WY, RYN
- Crescent Park Management, L.P.—
- Value
- $40m
- Stocks
- 11
- Top holdings
- AVGO, AMZN, KKR
- Sandia Investment Management LP—
- Value
- $40m
- Stocks
- 128
- Top holdings
- Haymaker Acquisition, BEAG, RGS
- 272 Capital LP—
- Value
- $40m
- Stocks
- 1
- Top holdings
- APLD
- Discovery Value Fund—
- Value
- $40m
- Stocks
- 1
- Top holdings
- NVDA
- Vanguard Marketing—
- Value
- $39m
- Stocks
- 1
- Top holdings
- —
- Bregal General Partner Jersey—
- Value
- $39m
- Stocks
- 1
- Top holdings
- KRMN
- Sherbrooke Park Advisers—
- Value
- $39m
- Stocks
- 182
- Top holdings
- MSFT, AMZN, GE
- Marathon Asset Management LP—
- Value
- $38m
- Stocks
- 4
- Top holdings
- RXT, IHRT, EAF
- Gruss—
- Value
- $38m
- Stocks
- 35
- Top holdings
- RSVR, MSFT, AMZN
- Centerbridge Partners, L.P.—
- Value
- $38m
- Stocks
- 1
- Top holdings
- FRBT
- Arena Capital Advisors, LLC- CA—
- Value
- $38m
- Stocks
- 13
- Top holdings
- UNIT, PL, VATE
- Corundum Trust Company—
- Value
- $37m
- Stocks
- 28
- Top holdings
- MMM, AAPL, GOOG
- REX Advisers—
- Value
- $37m
- Stocks
- 19
- Top holdings
- FCEL, GLW, NBIS
- Ascentis Independent Advisors—
- Value
- $37m
- Stocks
- 355
- Top holdings
- AVGO, MO, MSFT
- Cpmg—
- Value
- $37m
- Stocks
- 3
- Top holdings
- LUNR, PRCT, TIL
- Pura Vida Investments—
- Value
- $37m
- Stocks
- 19
- Top holdings
- ALMR, BBNX, ESTA
- Madryn Asset Management, LP—
- Value
- $37m
- Stocks
- 2
- Top holdings
- STIM, OMDA
- Orix—
- Value
- $37m
- Stocks
- 1
- Top holdings
- ORA
- HGI Capital Management—
- Value
- $36m
- Stocks
- 21
- Top holdings
- EQIX, CBRE, FR
- Pelion—
- Value
- $36m
- Stocks
- 3
- Top holdings
- WEAV, BILL, OWLT
- Yorktown Energy Partners IX, L.P.—
- Value
- $36m
- Stocks
- 3
- Top holdings
- METC, METCB, EPSN
- Pickering Energy Partners LP—
- Value
- $36m
- Stocks
- 12
- Top holdings
- CRGY, VIST, SOC
- Arkhouse Management Co. LP—
- Value
- $36m
- Stocks
- 16
- Top holdings
- PPLI, CSR, FVR
- Benefit Street Partners—
- Value
- $36m
- Stocks
- 9
- Top holdings
- Pg&e, ECHO, EAF
- Delta Accumulation—
- Value
- $36m
- Stocks
- 26
- Top holdings
- BNY, C, CMI
- West Tower Group—
- Value
- $36m
- Stocks
- 45
- Top holdings
- PRGO, LYFT, PRIM
- Toronado Partners—
- Value
- $36m
- Stocks
- 11
- Top holdings
- PI, SITM, EVER
- Quantify Chaos Advisors—
- Value
- $36m
- Stocks
- 48
- Top holdings
- GOOGL, NBIS, MU
- Annie E. Casey Foundation—
- Value
- $35m
- Stocks
- 1
- Top holdings
- UPS
- Roberts Foundation—
- Value
- $35m
- Stocks
- 1
- Top holdings
- PG
- Laidlaw Wealth Management—
- Value
- $35m
- Stocks
- 59
- Top holdings
- NVDA, AAPL, MSFT
- Savior—
- Value
- $35m
- Stocks
- 18
- Top holdings
- HUT, PG, ES
- Global IMC—
- Value
- $35m
- Stocks
- 11
- Top holdings
- TSEM, EFXT, ITRN
- Viola Ventures V.C. Management 4—
- Value
- $35m
- Stocks
- 3
- Top holdings
- SMWB, TEAD, Pagaya Technologies
- Cornerstone Partners Capital Management—
- Value
- $34m
- Stocks
- 6
- Top holdings
- AMPX
- TLS Advisors—
- Value
- $34m
- Stocks
- 17
- Top holdings
- EQT, META, RIO
- Quantessence Capital—
- Value
- $34m
- Stocks
- 75
- Top holdings
- AMZN, GLW, AAPL
- Cannon Global Investment Management—
- Value
- $33m
- Stocks
- 50
- Top holdings
- NSC, Stellar Bancorp, SUI
- Burren Capital Advisors—
- Value
- $33m
- Stocks
- 16
- Top holdings
- Verona Pharma, Verint SYS, TXNM
- York Capital Management Global Advisors—
- Value
- $33m
- Stocks
- 3
- Top holdings
- NEXT, ARQ, STAI