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.
- PayPay Securities—
- Value
- $4m
- Stocks
- 296
- Top holdings
- Direxion Shares ETF Trust, Direxion Shares ETF Trust, NVDA
- IA Venture Strategies Fund II, LP—
- Value
- $4m
- Stocks
- 2
- Top holdings
- Better Home & Finance Holdin, TEAD
- Lodbrok Capital LLP—
- Value
- $4m
- Stocks
- 2
- Top holdings
- SKIL, ALVO
- Compound Global Advisors—
- Value
- $4m
- Stocks
- 38
- Top holdings
- NVDA, META, AMZN
- Eurizon Asset Management Slovakia, sprav. spol., a.s.—
- Value
- $4m
- Stocks
- 5
- Top holdings
- TSM, BABA, BBD
- Gramercy Funds Management—
- Value
- $3m
- Stocks
- 1
- Top holdings
- MRT
- Daiichi Life International Holdings—
- Value
- $3m
- Stocks
- 9
- Top holdings
- —
- Compass Group—
- Value
- $3m
- Stocks
- 3
- Top holdings
- NU, BAP, STNE
- Khan Imran—
- Value
- $3m
- Stocks
- 1
- Top holdings
- —
- American International Group—
- Value
- $3m
- Stocks
- 1
- Top holdings
- RBRK
- Consolidated Press International Holdings—
- Value
- $3m
- Stocks
- 2
- Top holdings
- FISN, BLBD
- Bass SID R—
- Value
- $3m
- Stocks
- 1
- Top holdings
- MKTW
- Stonepeak GP Investors Holdings Manager—
- Value
- $3m
- Stocks
- 1
- Top holdings
- CLNE
- West Oak Capital—
- Value
- $3m
- Stocks
- 279
- Top holdings
- DFA International Core Equities, Jefferies Finl Group, NVDA
- Dupont Capital Management—
- Value
- $2m
- Stocks
- 41
- Top holdings
- SNEX, NE, ABX
- Founders Fund V Management—
- Value
- $2m
- Stocks
- 2
- Top holdings
- RGTI, RFL
- Creekmur Asset Management—
- Value
- $2m
- Stocks
- 6
- Top holdings
- —
- Yale University—
- Value
- $2m
- Stocks
- 4
- Top holdings
- Ishares TR Core S&P TTL STK, Vera Therapeutics, BRP
- Founders Fund VII Management—
- Value
- $2m
- Stocks
- 2
- Top holdings
- CMPS, RUM
- MVM Partners—
- Value
- $2m
- Stocks
- 1
- Top holdings
- MDXH
- 1922 Investment—
- Value
- $2m
- Stocks
- 2
- Top holdings
- BRK-B, GOOGL
- Caxton—
- Value
- $2m
- Stocks
- 10
- Top holdings
- SPCX, BRK-B, GOOGL
- HPC Germany GmbH & Co. KG—
- Value
- $2m
- Stocks
- 1
- Top holdings
- DB
- Cohalo Advisory—
- Value
- $2m
- Stocks
- 14
- Top holdings
- MAR, COST, AMZN
- Fifth Lane Capital, LP—
- Value
- $2m
- Stocks
- 5
- Top holdings
- PESI, Sbny 5.0 31 DEC 2049 A - PFD, ASPC
- Evoke Wealth—
- Value
- $2m
- Stocks
- 4
- Top holdings
- NVDA, AAPL
- Factorial Management—
- Value
- $1m
- Stocks
- 1
- Top holdings
- HDB
- Acuitas Investments—
- Value
- $1m
- Stocks
- 7
- Top holdings
- SLB, UAN, FSLR
- Sozo Ventures GP II, L.P.—
- Value
- $1m
- Stocks
- 1
- Top holdings
- MGX
- DC Funds, LP—
- Value
- $1m
- Stocks
- 3
- Top holdings
- TCRX, Barinthus Biotherapeutics PL, HOWL
- Brummer Multi-Strategy AB—
- Value
- $1m
- Stocks
- 1
- Top holdings
- NMRK
- Institutional Venture Management XVI—
- Value
- $1m
- Stocks
- 1
- Top holdings
- LVLU
- VK Services—
- Value
- $1m
- Stocks
- 1
- Top holdings
- VELO
- Fleming James B JR—
- Value
- $905,330
- Stocks
- 2
- Top holdings
- LVO, PODC
- Sapience Investments—
- Value
- $771,938
- Stocks
- 114
- Top holdings
- COHR, RRX, OPLN
- Cincinnati Life Insurance—
- Value
- $618,576
- Stocks
- 1
- Top holdings
- KINS
- Price Capital Management—
- Value
- $606,840
- Stocks
- 1
- Top holdings
- —
- Atlas Merchant Capital—
- Value
- $584,536
- Stocks
- 1
- Top holdings
- EMAT
- Parafestas Anastasios—
- Value
- $531,000
- Stocks
- 2
- Top holdings
- HLLY, BODI
- FSC Wealth Advisors—
- Value
- $513,337
- Stocks
- 1
- Top holdings
- —
- Piper Sandler—
- Value
- $442,279
- Stocks
- 1
- Top holdings
- Apollo Global Mgmt
- G.F.W. Energy XII, L.P.—
- Value
- $401,374
- Stocks
- 2
- Top holdings
- NPWR, OPAL
- Point72 Private Investments—
- Value
- $368,114
- Stocks
- 1
- Top holdings
- DKNG
- Factorial Partners—
- Value
- $341,000
- Stocks
- 1
- Top holdings
- AXP
- Capital Advisory Group Advisory Services—
- Value
- $305,415
- Stocks
- 1
- Top holdings
- —
- Keyframe Capital Partners, L.P.—
- Value
- $202,466
- Stocks
- 1
- Top holdings
- STEM
- Delaware Ladera Management Company—
- Value
- $115,460
- Stocks
- 1
- Top holdings
- EOG
- USCF Advisers—
- Value
- $99,876
- Stocks
- 1
- Top holdings
- —
- Section 32 GP 1—
- Value
- $95,131
- Stocks
- 2
- Top holdings
- ABVEF
- Founders Fund VI Management—
- Value
- $45,765
- Stocks
- 1
- Top holdings
- RFL