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.
- Transce3nd—
- Value
- $11m
- Stocks
- 170
- Top holdings
- AMD, AMAT, LRCX
- Covalent Partners—
- Value
- $11m
- Stocks
- 12
- Top holdings
- GCBC, PENN, CRC
- Paloma Partners Management—
- Value
- $11m
- Stocks
- 7
- Top holdings
- ACGC, CTRI, ANGX
- Declaration Partners LP—
- Value
- $11m
- Stocks
- 1
- Top holdings
- STUB
- Park Square Financial Group—
- Value
- $11m
- Stocks
- 210
- Top holdings
- LLY, GOOGL, JPM
- Wells Financial Advisors—
- Value
- $11m
- Stocks
- 42
- Top holdings
- —
- SkyBridge Capital II—
- Value
- $10m
- Stocks
- 3
- Top holdings
- MSTR, KLAR
- Jones Road Capital Management, L.P.—
- Value
- $10m
- Stocks
- 16
- Top holdings
- META, CRS, FE
- Wilshire Advisors—
- Value
- $10m
- Stocks
- 7
- Top holdings
- LDI
- HCC Manager—
- Value
- $10m
- Stocks
- 1
- Top holdings
- GUTS
- Huntington Bancshares—
- Value
- $10m
- Stocks
- 2
- Top holdings
- AGM, AGM-A
- TradeLink Capital—
- Value
- $10m
- Stocks
- 21
- Top holdings
- ZBRA, SLGN, VSEC
- Vinland Capital Management Gestora de Recursos LTDA.—
- Value
- $10m
- Stocks
- 10
- Top holdings
- TX, ITUB, BUD
- Acute Investment Advisory—
- Value
- $9m
- Stocks
- 18
- Top holdings
- EMR, AAPL, COST
- FTX Recovery Trust—
- Value
- $9m
- Stocks
- 1
- Top holdings
- EXOD
- Great Mountain Partners—
- Value
- $9m
- Stocks
- 1
- Top holdings
- NFE
- Raine Group—
- Value
- $9m
- Stocks
- 3
- Top holdings
- BODI
- Vitol Holding B.V.—
- Value
- $9m
- Stocks
- 1
- Top holdings
- CME
- ABG-WTT Global Life Science Capital Partners GP—
- Value
- $9m
- Stocks
- 2
- Top holdings
- CBLL, RPID
- Brandywine Financial Group—
- Value
- $8m
- Stocks
- 20
- Top holdings
- Sprott Physical Gold TR Unit, COST, LOW
- Caden Capital Partners, LP—
- Value
- $8m
- Stocks
- 36
- Top holdings
- IOT, RIVN, SN
- McCarthy & Cox—
- Value
- $8m
- Stocks
- 18
- Top holdings
- BRK-B, AMAT
- Groupe des Assurances du Credit Mutuel—
- Value
- $8m
- Stocks
- 1
- Top holdings
- MSFT
- Hernani LP—
- Value
- $8m
- Stocks
- 2
- Top holdings
- Simplify Asset Management, Vanguard BD Index FDS
- Mizuho Securities—
- Value
- $8m
- Stocks
- 16
- Top holdings
- TCOM, BILI, BABA
- Pinegrove Venture Partners—
- Value
- $7m
- Stocks
- 6
- Top holdings
- HAWK, COIN, AVPT
- Spurstone Advisory Services—
- Value
- $7m
- Stocks
- 99
- Top holdings
- AAPL, RTX, HCA
- National Mutual Funds Management—
- Value
- $7m
- Stocks
- 1
- Top holdings
- —
- Garland Capital Management—
- Value
- $7m
- Stocks
- 21
- Top holdings
- JPM, BNY, ABBV
- Amplify Investments—
- Value
- $7m
- Stocks
- 26
- Top holdings
- SEI, BE, WMB
- Founders Fund Growth Management—
- Value
- $7m
- Stocks
- 1
- Top holdings
- BMNR
- RPM Capital Partners—
- Value
- $7m
- Stocks
- 1
- Top holdings
- STUB
- Hoya Capital Real Estate—
- Value
- $7m
- Stocks
- 9
- Top holdings
- INTC, AAPL, MSFT
- Motley Fool Wealth Management—
- Value
- $7m
- Stocks
- 19
- Top holdings
- GOOG, AMZN, META
- ROSS\JOHNSON & Associates—
- Value
- $6m
- Stocks
- 371
- Top holdings
- GGG, BHE, TSLA
- IGP Investments (G.P.L.P), LP—
- Value
- $6m
- Stocks
- 1
- Top holdings
- VLN
- Acme—
- Value
- $6m
- Stocks
- 3
- Top holdings
- DIDIY, IONQ, RENT
- Belfer Management—
- Value
- $6m
- Stocks
- 16
- Top holdings
- CPNG, HG, WES
- Price Financial Group Wealth Management—
- Value
- $6m
- Stocks
- 17
- Top holdings
- GOOGL, AFL, NVDA
- Longboard Asset Management, LP—
- Value
- $6m
- Stocks
- 28
- Top holdings
- AFL, LNT, IVT
- Wafra—
- Value
- $6m
- Stocks
- 1
- Top holdings
- CMTG
- SPG Advisors—
- Value
- $6m
- Stocks
- 10
- Top holdings
- AMZN, IBM, AAPL
- PharVision Advisers—
- Value
- $5m
- Stocks
- 62
- Top holdings
- PK, GDOT, GO
- Berkshire Partners—
- Value
- $5m
- Stocks
- 1
- Top holdings
- PTLO
- Ritter Alpha, LP—
- Value
- $5m
- Stocks
- 20
- Top holdings
- MGA, NVDA, SYY
- Leading Securities—
- Value
- $5m
- Stocks
- 4
- Top holdings
- LU, ATAT, FINV
- Symmetry Peak Management—
- Value
- $5m
- Stocks
- 17
- Top holdings
- PYPD, FIG, CRWD
- Oakland Financial—
- Value
- $5m
- Stocks
- 6
- Top holdings
- AAPL, KNX, UPS
- Wolfswood Holdings—
- Value
- $4m
- Stocks
- 5
- Top holdings
- AVEX, CPNG, CHYM
- Corebridge Financial—
- Value
- $4m
- Stocks
- 1
- Top holdings
- MKTX