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.
- Advanced Portfolio Management—
- Value
- $33m
- Stocks
- 37
- Top holdings
- MSFT, AVGO, META
- Mitsubishi UFJ Morgan Stanley Securities—
- Value
- $33m
- Stocks
- 158
- Top holdings
- AMAT, AVGO, NVDA
- Veltria Advisors—
- Value
- $33m
- Stocks
- 42
- Top holdings
- GEV, NVDA, VRT
- Acasta Partners UK LLP—
- Value
- $32m
- Stocks
- 10
- Top holdings
- HIVE, HBM, CCJ
- Dakota Community Bank & Trust NA—
- Value
- $32m
- Stocks
- 103
- Top holdings
- TSLA, NVDA, MSFT
- Platinum Equity—
- Value
- $32m
- Stocks
- 2
- Top holdings
- AMBP, UWMC
- Centerstone Investors—
- Value
- $32m
- Stocks
- 22
- Top holdings
- FNV, TSLA, DG
- Fore Capital—
- Value
- $32m
- Stocks
- 35
- Top holdings
- TCOM, EXE, EQT
- Berry Wealth Group, LP—
- Value
- $31m
- Stocks
- 34
- Top holdings
- AVGO, AAPL, MPC
- Vorpal—
- Value
- $31m
- Stocks
- 2
- Top holdings
- EPD
- Riverstone Holdings—
- Value
- $31m
- Stocks
- 4
- Top holdings
- PR, SLDP, CRGY
- Tybourne Capital Management (hk)—
- Value
- $31m
- Stocks
- 4
- Top holdings
- TSHA, Forte Biosciences, ALMS
- CSU Producer Resources—
- Value
- $30m
- Stocks
- 22
- Top holdings
- VLO, RTX, ADI
- ICG Advisors—
- Value
- $30m
- Stocks
- 5
- Top holdings
- FTAI, CBRS, FIP
- Indus Capital Partners—
- Value
- $30m
- Stocks
- 2
- Top holdings
- HTHT, KT
- Breakthru Advisory Services—
- Value
- $30m
- Stocks
- 14
- Top holdings
- —
- Meketa Investment Group INC /adv—
- Value
- $30m
- Stocks
- 28
- Top holdings
- CG, APO, NEE
- Markin Volterra Fund LP—
- Value
- $29m
- Stocks
- 62
- Top holdings
- SNDK, MU, GOOGL
- Vida Ventures Advisors—
- Value
- $29m
- Stocks
- 2
- Top holdings
- KYTX, ALLO
- Nucleo Capital Ltda.—
- Value
- $29m
- Stocks
- 1
- Top holdings
- STNE
- Pinnacle Investment Management—
- Value
- $29m
- Stocks
- 8
- Top holdings
- KO, GOOG, DECK
- Emeth Value Capital—
- Value
- $29m
- Stocks
- 3
- Top holdings
- DRVN, FOUR, SEAT
- Southport Management, L.L.C.—
- Value
- $29m
- Stocks
- 29
- Top holdings
- HON, CCJ, IMRX
- NewView Capital Partners I—
- Value
- $28m
- Stocks
- 1
- Top holdings
- Udemy
- Ecofi Investissements SA—
- Value
- $28m
- Stocks
- 18
- Top holdings
- XYL, IQV, WM
- ROB Exploration—
- Value
- $27m
- Stocks
- 1
- Top holdings
- FRGE
- Olympus Peak Asset Management LP—
- Value
- $27m
- Stocks
- 1
- Top holdings
- LTM
- Covalis (Gibraltar)—
- Value
- $27m
- Stocks
- 2
- Top holdings
- PCG, CORZ
- Silverback Asset Management—
- Value
- $27m
- Stocks
- 13
- Top holdings
- HLIT, VRM, CORZ
- Stark Wealth Management—
- Value
- $27m
- Stocks
- 41
- Top holdings
- AAPL, GOOG, PLTR
- Syncona Portfolio—
- Value
- $27m
- Stocks
- 1
- Top holdings
- AUTL
- Harborfront Financial Group—
- Value
- $27m
- Stocks
- 328
- Top holdings
- AAPL, NVDA, JPM
- Silver Rock Financial LP—
- Value
- $27m
- Stocks
- 21
- Top holdings
- CMCSA, OPTU, CYH
- Bancreek Capital Management, LP—
- Value
- $26m
- Stocks
- 15
- Top holdings
- MLI, APH, GWW
- Strategic Advocates—
- Value
- $26m
- Stocks
- 259
- Top holdings
- INTC, NVDA, TSLA
- SMH Capital Advisors—
- Value
- $26m
- Stocks
- 54
- Top holdings
- TRIN, CSWC, VICI
- Mediatel Partners—
- Value
- $25m
- Stocks
- 2
- Top holdings
- T, WBD
- Miura Global Management—
- Value
- $25m
- Stocks
- 13
- Top holdings
- NVDA, SAN, TSM
- Profit Investment Management—
- Value
- $25m
- Stocks
- 35
- Top holdings
- GOOGL, AAPL, NVDA
- Imprint Wealth—
- Value
- $25m
- Stocks
- 282
- Top holdings
- NVDA, MU, AAPL
- Deer Park Road—
- Value
- $25m
- Stocks
- 5
- Top holdings
- ASPS, ONIT, NFGC
- Vector Capital Management, L.P.—
- Value
- $24m
- Stocks
- 3
- Top holdings
- CMBMF, PMTS, LPSN
- Pathway Capital Management, LP—
- Value
- $24m
- Stocks
- 4
- Top holdings
- RBRK, HOOD, TTAN
- Broadfin Holdings—
- Value
- $24m
- Stocks
- 1
- Top holdings
- ANGO
- Criteria Caixa, S.A.U.—
- Value
- $24m
- Stocks
- 2
- Top holdings
- —
- Vista Equity Partners Management—
- Value
- $23m
- Stocks
- 1
- Top holdings
- KLAR
- Northwest Capital Management—
- Value
- $23m
- Stocks
- 92
- Top holdings
- PG, MSFT, META
- BCK Capital Management LP—
- Value
- $23m
- Stocks
- 21
- Top holdings
- VLOS, CEPO, MCGA
- Bakala Capital—
- Value
- $23m
- Stocks
- 11
- Top holdings
- —
- Steelhead Partners—
- Value
- $22m
- Stocks
- 2
- Top holdings
- AEIS, NEO