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.
- Antara Capital LP—
- Value
- $30,189
- Stocks
- 2
- Top holdings
- ASBP
- Davies Financial Advisors—
- Value
- $14,133
- Stocks
- 1
- Top holdings
- GOOG
- Civilization Ventures Management—
- Value
- $8,681
- Stocks
- 1
- Top holdings
- BLLN
- Verus Advisory—
- Value
- $8
- Stocks
- 0
- Top holdings
- —
- Forsta Ap-Fonden—
- Value
- $1
- Stocks
- 1
- Top holdings
- ACM
- Olstein Capital ManagementValue
Robert Olstein
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Mantle RidgeActivist
Paul Hilal
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Frist Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Genre Partners L P—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Keystone Group, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Bass Edward P—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Bass LEE M—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- TWO Sigma Advisers, LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- 53 House LLP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Point72 Middle East FZE—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Perbak Capital Partners LLP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Blue Pool Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Qalhat Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Northwoods Investments—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Galaxy Digital Capital Management LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Cowbird Capital LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Chieftain Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Rivulet Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Harbert Fund Advisors—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Koch Industries—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Grand Jean Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Schreiber John—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- El Puerto de Liverpool, S.A.B. de C.V.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Kellogg W K Foundation Trust—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- SCF Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Rovida Advisors—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Schreiber Kathleen—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- CVentures—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- SVB Financial Group—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Madison Dearborn Partners—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Index Venture Life Associates VI—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- EnCap Energy Capital Fund IX, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- SC XII Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Shen Neil Nanpeng—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Unicom Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- ABG Innovation Capital Partners III GP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Marlin Sams Capital Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Social Capital Group—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Indaba Capital Management, L.P.—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Albar Capital—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Allostery Investments LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Yarra Square Partners LP—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Stonegate Management—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Dohj—
- Value
- $0
- Stocks
- 0
- Top holdings
- —
- Von Berge Wealth Management Group—
- Value
- $0
- Stocks
- 0
- Top holdings
- —