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.
- HS Investments III—
- Value
- $22m
- Stocks
- 1
- Top holdings
- CHYM
- Semanteon Capital Management, LP—
- Value
- $22m
- Stocks
- 100
- Top holdings
- PL, APH, AMD
- Madrona Venture Group—
- Value
- $22m
- Stocks
- 3
- Top holdings
- NAUT, PATH, DNA
- Western Asset Management Company—
- Value
- $22m
- Stocks
- 5
- Top holdings
- Wells Fargo, WW, CHRD
- Stone Point Capital—
- Value
- $22m
- Stocks
- 1
- Top holdings
- —
- Stadium Capital Management—
- Value
- $21m
- Stocks
- 2
- Top holdings
- BLDR, BC
- Lion Point Capital, LP—
- Value
- $21m
- Stocks
- 35
- Top holdings
- CUE, PRAX, MLTX
- One River Asset Management—
- Value
- $21m
- Stocks
- 53
- Top holdings
- META, MSFT, BKNG
- Financially Speaking—
- Value
- $21m
- Stocks
- 103
- Top holdings
- PLTR, NVDA, XOM
- Vazirani Asset Management—
- Value
- $20m
- Stocks
- 14
- Top holdings
- AES, WBS, WBD
- Legacy PCG—
- Value
- $20m
- Stocks
- 26
- Top holdings
- AAPL, CRWD, NVDA
- Worth Venture Partners—
- Value
- $20m
- Stocks
- 61
- Top holdings
- GOSS, OPRA, CSR
- Sagard Holdings Management—
- Value
- $20m
- Stocks
- 107
- Top holdings
- NTR, RY, TD
- Vantage Consulting Group—
- Value
- $20m
- Stocks
- 3
- Top holdings
- BW, ADCT, CBUS
- Freemont Management—
- Value
- $20m
- Stocks
- 11
- Top holdings
- FCX, SPCX, AA
- Penn Mutual Asset Management—
- Value
- $19m
- Stocks
- 9
- Top holdings
- Wells Fargo, NLY, AGNC
- IDG-Accel China Capital GP II Associates—
- Value
- $19m
- Stocks
- 1
- Top holdings
- CRCL
- Axon Enterprise—
- Value
- $19m
- Stocks
- 1
- Top holdings
- CLBT
- LGT Financial Advisors—
- Value
- $19m
- Stocks
- 223
- Top holdings
- AAPL, MSFT, CVX
- Benson Investment Management Company—
- Value
- $19m
- Stocks
- 9
- Top holdings
- Wells Fargo, Bank of Amer
- Pharo Management—
- Value
- $19m
- Stocks
- 1
- Top holdings
- —
- Stone Ridge Holdings Group LP—
- Value
- $19m
- Stocks
- 12
- Top holdings
- —
- Dynamo Administracao de Recursos Ltda.—
- Value
- $18m
- Stocks
- 4
- Top holdings
- NU, MELI, VTEX
- Alken Asset Management—
- Value
- $18m
- Stocks
- 7
- Top holdings
- Alphabet, MSFT, NextEra Energy
- Prossimo Advisors—
- Value
- $17m
- Stocks
- 24
- Top holdings
- BRK-B, NVDA, MSFT
- DCVC Opportunity Fund II GP—
- Value
- $17m
- Stocks
- 2
- Top holdings
- RXRX, IONQ
- Kirkoswald Asset Management—
- Value
- $17m
- Stocks
- 2
- Top holdings
- VIST
- Isabella Capital Management LLP—
- Value
- $17m
- Stocks
- 3
- Top holdings
- Alphabet, Alphabet
- Takeda Pharmaceutical—
- Value
- $16m
- Stocks
- 8
- Top holdings
- OVID, EQ, XLO
- Samsung C&T—
- Value
- $16m
- Stocks
- 1
- Top holdings
- SMR
- BP—
- Value
- $16m
- Stocks
- 2
- Top holdings
- CME, WLTH
- X Advisors—
- Value
- $15m
- Stocks
- 12
- Top holdings
- AAPL, XOM, HOOD
- KCK—
- Value
- $15m
- Stocks
- 2
- Top holdings
- SGHT, RNTX
- PPM America—
- Value
- $15m
- Stocks
- 4
- Top holdings
- MPLX, SANG, CCO
- Lasry Marc—
- Value
- $15m
- Stocks
- 9
- Top holdings
- XBP, HYPD, NEXT
- Immaculate Wealth Management—
- Value
- $15m
- Stocks
- 15
- Top holdings
- —
- RPO—
- Value
- $15m
- Stocks
- 15
- Top holdings
- —
- Curative Ventures V—
- Value
- $15m
- Stocks
- 1
- Top holdings
- TIL
- Avalon Ventures Management—
- Value
- $14m
- Stocks
- 2
- Top holdings
- KLTR, JANX
- Rokos Capital Management (US) LP—
- Value
- $14m
- Stocks
- 1
- Top holdings
- KDK
- Protective Life—
- Value
- $14m
- Stocks
- 43
- Top holdings
- HON
- American Beacon Advisors—
- Value
- $14m
- Stocks
- 3
- Top holdings
- KNOP
- Raine Capital—
- Value
- $14m
- Stocks
- 2
- Top holdings
- BODI, DKNG
- Cabana—
- Value
- $13m
- Stocks
- 12
- Top holdings
- —
- MetLife—
- Value
- $13m
- Stocks
- 6
- Top holdings
- —
- SQN Investors LP—
- Value
- $13m
- Stocks
- 1
- Top holdings
- KLAR
- Twenty Acre Capital LP—
- Value
- $12m
- Stocks
- 1
- Top holdings
- DOMO
- Sabby Management—
- Value
- $12m
- Stocks
- 16
- Top holdings
- TOYO, FAMI, CRVO
- Mizuho Financial Group—
- Value
- $12m
- Stocks
- 14
- Top holdings
- CME, NVDA, BILI
- BCI Securities—
- Value
- $12m
- Stocks
- 18
- Top holdings
- —